M.R.Tech(SZ:300766)2022-12-04 09:12Group 1: Company Performance Overview - The company's Q3 revenue remained stable compared to H1, with a decline attributed to macroeconomic pressures [2] - Significant holidays in Q3, including National Day, boosted public service operations, enhancing visitor management and public administration [2] - The company increased talent investment by nearly 10 million RMB in Q3, hiring over 80 graduates and experienced executives [3] Group 2: Business Development and Strategy - Continuous investment in R&D, particularly in key technology areas, is aimed at ensuring growth over the next 1-2 years [3] - The establishment of "Technology and Data Research Institute" and "Product and Model Innovation Institute" supports innovation and product development [3] - The company is exploring new business boundaries, nurturing quality projects, and cautiously selecting "angel customers" for feedback [3] Group 3: Revenue and Cost Analysis - The revenue from growth services showed a noticeable decline, but is expected to recover with the upcoming e-commerce season [3] - The gross margin for developer services remains stable at over 85%, with a 10% increase in revenue from existing clients [4] - Brand advertising has been a focus for 4-5 years, with expectations for profitability and rapid growth in the next 2-3 years [4] Group 4: Industry Challenges and Opportunities - The financial risk control sector is experiencing a slowdown due to industry-wide adjustments, but non-financial risk control services have seen significant growth [3] - The company adheres to legal regulations in the data industry, aligning with national policies for sustainable development [4] - The entry into the financial risk control market presents challenges, but also opportunities for introducing new data dimensions [5] Group 5: Impact of Technological Advancements - The advent of 5G technology is expected to enrich data sources and application scenarios for the company [5] - The challenge lies in covering a diverse range of devices, which is a key research focus for the company's research institute [5]