Amarsoft(SZ:300380)2022-12-07 09:31Group 1: Company Partnerships and Investments - The company terminated the investment intention with Hangzhou Yingfeng Software Technology Co., Ltd. due to disagreements on business arrangements and contract terms, while signing a new investment intention with Shanghai Kaiyu Information Technology Co., Ltd. [2][3] - The company is focusing on investing in startups that possess irreplaceable competitive advantages and can create synergies with the company [3][4] Group 2: Financial Performance and Projections - The company anticipates a certain degree of revenue growth compared to the previous year, although the exact figures are difficult to predict due to the complexity and seasonality of revenue recognition [4] - The company is investing in new business directions, leading to increased R&D and management expenses, which may affect profitability [4] Group 3: New Business Developments - The new business layout includes services such as micro-loan cloud services, credit reporting services, and data services [4][5] - The company aims to establish a credit reporting company that is trusted within the industry and holds a leading market share [5] Group 4: Competitive Landscape - The company has a user advantage in developing credit reporting services due to its extensive experience and talent pool in credit risk management solutions [5][6] - The presence of major players like Tencent and Alibaba in the credit reporting business poses challenges, as they have access to significant transaction data [5][6] Group 5: Future Growth and Staffing - The company plans to reduce the speed of personnel growth, focusing on optimizing personnel allocation and improving per capita output rather than increasing headcount [6]