GuoChuang(SZ:300520)2023-10-16 01:14Group 1: Company Overview - Keda Guokuan Software Co., Ltd. is a leading provider of data intelligence products and services in China, originating from the University of Science and Technology of China [1] - The company focuses on integrated digital new energy products and provides digital application and operation services across three main business segments: digital applications, digital products, and digital operations [1] Group 2: Business Performance - In the first half of 2023, the company's digital application business maintained stable growth, while digital operations experienced rapid growth [3] - The smart BMS business faced challenges due to intensified market competition and product upgrade cycles, leading to a significant decline in revenue compared to the same period last year [3] Group 3: Key Clients and Market Position - The company serves high-end clients including China Telecom, China Mobile, and major government entities, establishing a strong foothold in the market [2] - Keda Guokuan has developed a comprehensive operational service system for the truck ETC billing card market, with continuous user growth and expansion in various provinces [3][4] Group 4: Product Development and Innovation - The company is actively developing digital new energy products such as smart BMS, BEMS, and energy storage systems, leveraging its extensive experience in the BMS product line [2][4] - Keda Guokuan has also created software products like the solar-storage-charging microgrid brain and new energy cloud control platform to enhance operational efficiency [4] Group 5: Future Growth Strategies - The company plans to strengthen market development in digital applications, focusing on high-quality orders and project management to ensure steady growth [6] - In the digital product sector, Keda Guokuan aims to expand its customer base while deepening relationships with existing clients in the new energy vehicle and energy storage markets [6]