Sinnet(SZ:300383)2022-12-07 09:06Group 1: Business Development Focus - The company will primarily focus on IDC (Internet Data Center) business development, with CDN (Content Delivery Network) services being an additional value-added service based on existing user needs [1][2] - The main customer base is diversified, with e-commerce and telecom operators contributing the most to revenue [2] - Future IDC business development will concentrate on Beijing and Shanghai, where user concentration is high, facilitating business operations [2][3] Group 2: Financial Performance and Profitability - The Shanghai project is expected to have a higher profit margin than the overall business due to self-built data centers, while the overall IDC business has lower profit margins due to ongoing construction and higher costs of cooperative data centers [3][4] - The company plans to address funding issues through various means, including leveraging capital market advantages and considering mergers and acquisitions to expand business scope while ensuring sustainable development [5] Group 3: Cloud Computing Strategy - The company is developing its own cloud computing products, including cloud hosts and cloud storage, as part of the IaaS (Infrastructure as a Service) segment [4] - The company aims to optimize energy consumption by improving equipment efficiency and utilizing natural cooling methods to reduce air conditioning costs [4] Group 4: Market Position and Competition - Despite intense market competition, the company is confident in increasing its market share due to the unique scale and quality of its data centers [6] - The company will maintain its current ISP (Internet Service Provider) business scale and will not invest heavily in ISP due to market limitations and resource constraints, focusing instead on IDC business [5]