M.R.Tech(SZ:300766)2022-12-04 10:44Group 1: Company Overview - The company has evolved its business logic from "data collection, data processing, data monetization" to a three-layer structure known as "D-M-P" [3] - The bottom layer "D" (Data) emphasizes deep data accumulation and integration of external data, with a growing SDK installation base in smart devices [3] - The middle layer "M" (Machine) focuses on operational platforms and algorithms, including the establishment of the West Lake Data Intelligence Research Institute [3] - The top layer "P" (People) aims to create scalable data intelligence applications across various verticals [3] Group 2: Business Performance - The company's SDK installation increased from 46 billion in mid-2019 to 52 billion by the end of 2019, with daily active devices reaching 430 million [4] - The company has invested 10 million in resources for its "individual medical" team during the COVID-19 pandemic, collaborating with multiple government entities [3] Group 3: Competitive Advantages - The company possesses a strong technical foundation with extensive data accumulation and processing capabilities, allowing for refined data extraction and modeling [4] - The company has established a reputation in public services through word-of-mouth and recognition from government departments during the pandemic [4] - The company’s business model is product-oriented, allowing for replicable and scalable solutions across different clients and sectors [5] Group 4: Future Plans and Collaborations - The company plans to collaborate with Zhejiang Gaoxin, a leading smart transportation service provider, to enhance data service capabilities in the transportation sector [5] - The company aims to expand its IoT business, with SDK installations on IoT devices reaching 50 million and daily active users exceeding 18 million by the end of 2019 [5]