Sharetronic(SZ:300857)2024-03-27 13:16Financial Performance - In 2023, the company's total revenue reached CNY 2.876 billion, with a gross margin of 9.95%, accounting for approximately 61.75% of overall revenue [2] - Revenue from IoT smart terminals was CNY 1.405 billion, with a gross margin of 19.26%, representing about 30.15% of total revenue [2] - Other product categories generated revenue of CNY 377 million, with a gross margin of 8.10% [2] Business Development - The company is actively expanding its cloud services, with "Xiechuang Cloud" establishing a global presence and optimizing data paths based on user locations [3] - The AI server market is projected to grow significantly, with global shipments expected to reach 1.652 million units by 2024, reflecting a 39.7% increase from 2023 [3] - The company plans to enhance its server remanufacturing business, focusing on high-performance storage and server products to meet the demands of the AI era [5] Market Strategy - The company aims to deepen its presence in the smart storage, IoT cloud services, and server remanufacturing markets, optimizing its customer structure and expanding its client base [6] - It will leverage its strengths in smart security products and health-related devices to penetrate international markets, particularly in North America, Southeast Asia, and Europe [6] - The company is committed to enhancing its cloud platform capabilities and expanding its service offerings through various APIs, SDKs, and SaaS components [4]