SD Lomon(SZ:002312)2022-12-07 09:42Group 1: Business Model and Revenue Generation - The profitability of the platform relies on establishing a solid infrastructure that attracts content providers who will pay for usage [1] - The company focuses on community services, utilizing platforms like Jin Hui Jia and Su Di Yi to filter user traffic and provide resources [2] - The marginal cost of services can be reduced to zero by using the platform for logistics, allowing content providers to see the value of the traffic and pay for it [2] Group 2: Community Engagement and Partnerships - The company collaborates with property management firms, which are essential for accessing community users, as 80% of property companies have high liquidity [2] - Jin Hui Jia serves as a physical community outlet, offering various services such as insurance and banking, with a focus on profitability [3] - The company aims to establish a community platform that integrates services and builds user trust, which is crucial for future financial services [4] Group 3: Market Position and Competition - The company aims to be the largest player in the market, with the second competitor being unclear but estimated to be 1,000 units behind [4] - Future community financial services will be based on service quality and user trust, transitioning from service to financial offerings [4] - The company plans to achieve an investment scale of approximately 20 billion in three years [3] Group 4: Technology and Innovation - The company is developing smart services, such as smart locks, to enhance user experience [5] - The technology team is focused on providing technical solutions for home services, indicating a commitment to innovation [5] - The company is prioritizing scale over other factors, with plans to address reverse logistics as demand increases [5]