Sinnet(SZ:300383)2022-12-05 02:24Group 1: Business Overview - The company's main business includes IDC services and cloud computing, with cloud computing revenue exceeding 70% [2] - IDC business contributes significantly to profits, maintaining a gross margin of around 50% [2] - The company has initiated multiple new data center projects across the country in recent years [2] Group 2: Financial and Asset Management - The company has submitted application documents for a non-public offering to the CSRC and is currently awaiting approval [1] - The company has signed an agreement to purchase assets from AWS worth up to 2 billion yuan, with 846 million yuan already spent on cloud service assets [2] Group 3: Service Agreements and Clientele - Fixed contracts stipulate a base usage amount, while open contracts determine service fees based on unit price and actual usage [2] - The primary audience for AWS services includes multinational companies and enterprises with high cloud computing requirements, particularly in e-commerce and internet technology [3] Group 4: Future Development and Market Strategy - The company plans to expand its IDC layout in the Beijing-Tianjin-Hebei and Yangtze River Delta regions, with a new project in Changsha to fill resource gaps in inland areas [4] - The company anticipates resource reserves to reach 100,000 units in the next three to five years, with expected sales of approximately 15,000 cabinets from ongoing projects [4]