Goldcard(SZ:300349)2022-11-21 15:44Group 1: Company Performance and Financials - The company reported a 40.35% year-on-year increase in revenue and a 37.97% increase in net profit for the first three quarters of 2021 [7] - The total assets of the company amount to 10.27 billion [5] - The company has a goodwill of 6.53 billion, primarily arising from the acquisition of a subsidiary in 2016 [5] Group 2: Market Position and Strategy - The company has established a strong technical advantage in IoT communication and platform solutions, enabling it to provide integrated solutions in smart water management [3] - The company is focusing on expanding its market share in the smart water sector and has made significant investments in channel layout and after-sales service [3] - The company aims to enhance its core competencies in precise measurement and IoT, continuously exploring new application scenarios for performance growth [4] Group 3: Shareholder Engagement and Stock Performance - The management is aware of the stock price performance and has previously increased their holdings in July 2019, showing confidence in the company's value [4] - The company has maintained communication with investors to promote its value, despite facing a period of low market recognition [5] - As of October 31, the total number of shareholders in the company is 17,648 [6] Group 4: Challenges and Future Outlook - The company anticipates pressure on performance due to rising raw material prices in the fourth quarter, but plans to optimize its supply chain to mitigate these effects [6] - The management acknowledges the competitive landscape in the smart gas and water sectors, emphasizing the need for continuous innovation and adaptation [4] - The company is committed to enhancing its sales profit margin while managing rising sales expenses due to ongoing investments in smart water services [8]