M.R.Tech(SZ:300766)2023-08-24 10:26Group 1: Company Overview and Strategy - The company has a three-phase strategy for data integration and application, focusing on data accumulation, governance, and processing trade [2][3]. - As of the first half of the year, the company reported a revenue of 800 million yuan and a net profit of approximately 200 million yuan [2]. - The company has installed over 9,000 IoT devices, with a cumulative installation of SDKs exceeding 1 billion [2][3]. Group 2: Data Governance and Technology - The company has developed the DiOS data intelligence operating system to enhance data governance and processing capabilities [3][4]. - The use of vectorization technology has been implemented since 2015, allowing for efficient data alignment and processing [3][4]. - The company has accumulated a significant amount of high-quality data, including behavior data from approximately 30 million different apps [5]. Group 3: Market and Public Service Growth - The public service segment has seen steady growth, covering over 2,800 districts and counties, despite a reduction in the number of direct clients due to a shift to agency clients [3][4]. - The company has established strategic partnerships with various sectors, including public safety and digital marketing, to enhance service offerings [6][7]. - The establishment of the National Data Bureau is expected to accelerate policy implementation and positively impact the company's public service growth [7][8]. Group 4: Data Trading and Compliance - The company has signed strategic cooperation agreements with seven major data trading platforms, successfully trading over 3,700 data products with a transaction value exceeding 200 million yuan [6]. - The introduction of the "Data Twenty Articles" policy is anticipated to create more opportunities for data asset trading and market expansion [6][7]. - The company is actively exploring compliance solutions to ensure data security and privacy in the evolving data market [6][7].