金卡智能(300349) - 2018年7月25日投资者关系活动记录表
GoldcardGoldcard(SZ:300349)2022-12-03 09:18

Group 1: Company Overview and Goals - Yilian Cloud currently serves 400 B-end users, primarily gas companies, with a future target of over 1,000 utility units, including gas, water, LNG plants, and heating companies [2][3] - The company aims to leverage synergies with Jinka and Tianxin for joint marketing efforts to drive traffic to Yilian Cloud [3] Group 2: Market Expansion and Services - Yilian Cloud has established its own marketing team to enhance market penetration [3] - The company can integrate with non-Jinka smart terminals and can also connect with IC card smart gas meters [3][4] Group 3: Competitive Advantage - Yilian Cloud possesses a deep understanding of the gas industry, which provides a competitive edge and creates high switching costs for customers [3] - There are already several users with a single transaction value exceeding 1 million yuan in the first half of 2018 [3] Group 4: Popular SaaS Services - The most popular SaaS services among customers currently include field service, self-service, call center, and GIS services [4] Group 5: Cloud Adoption Trends - Gas companies are choosing cloud solutions based on their specific needs; smaller companies tend to prefer public clouds, while larger companies may lean towards hybrid clouds as a future trend [4]