GuoChuang(SZ:300520)2023-09-11 18:10Group 1: Company Overview - Keda Guochuang 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 three main business segments: digital applications, digital products, and digital operations, driving the national data-driven transformation [2] - With over 20 years of experience, the company has become a national leader in big data research and application, particularly in smart vehicles and energy storage [2] Group 2: Business Development and Strategy - The company has expanded from software design to hardware production, recognizing the trend of integrating software and hardware for scalable growth [3] - The development of digital new energy products, centered around BMS/BEMS, is driven by the increasing value of software in smart vehicles [3] - The company has established a strong customer base, including major clients like China Telecom, China Mobile, and various government entities [2] Group 3: Financial Performance and Market Challenges - In the first half of 2023, the BMS product line experienced a decline due to market pressures from traditional fuel vehicle price reductions and intensified competition among new energy vehicle manufacturers [4] - The company is actively innovating and upgrading its BMS products to adapt to changing market demands and is working on new collaborations with existing and new clients [4] Group 4: Technological Advancements - The company is developing a knowledge computing system based on large models, integrating industry knowledge and high-trust software technology to enhance its product offerings [3] - High-trust software is being promoted in various sectors, including aerospace, military, and automotive electronics, ensuring the safety and reliability of digital products [4] Group 5: Growth in Digital Operations - The digital operations business has seen rapid growth, primarily due to the successful logistics supply chain services provided to large enterprises [5] - The company has a strong competitive advantage in digital applications, supported by a skilled team and a history of successful project delivery [5]