Thunisoft(SZ:300271)2023-02-06 11:18Group 1: Business Outlook and Trends - The overall trend for 2023 is upward, with a strong focus on the "Xinchuang" (信创) initiative, which is viewed as an industry trend rather than just a technology or business aspect. The pace of implementation varies across industries, with some in hardware resource supplementation and others in system software upgrades [2][3]. - The company's performance outlook remains uncertain, as it is influenced by various factors including the overall economic recovery and fiscal investment. The market has expectations for macroeconomic development, but specific business growth is still under observation [2][3]. - The company aims to maintain a pragmatic approach, focusing on building core competitiveness while cautiously controlling operational costs and aligning with current business performance [3]. Group 2: Human Resources and Talent Management - The company has experienced a significant reduction in overall personnel, but the core talent team remains largely unaffected. The focus is on retaining key industry experts and management teams, which are considered the company's core competitive advantage [2][3]. - The company plans to reserve a substantial number of talents for 2023, indicating a strategic focus on talent management despite recent fluctuations in business due to external factors [2][3]. Group 3: Product and Service Development - The "Third Generation Smart Trial System" remains a key product for the company's court business, with continuous upgrades expected to meet evolving customer needs [3]. - The education information technology sector, particularly through the subsidiary Lianyi Technology, has shown resilience and is expected to benefit from policy support in the education sector [3][4]. Group 4: Market Dynamics and Risks - The complexity of project contracts has increased, with higher contract values and longer delivery times, which raises the bar for service providers in terms of technical and management capabilities [4]. - The company emphasizes that any predictions regarding industry trends or future business conditions should not be viewed as commitments or guarantees from the management [4].