Group 1: Client Structure and Revenue Distribution - As of September 30, 2023, the revenue distribution by client type is as follows: Real estate clients account for 65.10% (down 10.56% year-on-year), government clients 16.58% (up 1.12%), insurance clients 7.07% (up 3.91%), construction clients 5.94% (up 2.74%), self-owned clients 4.08% (up 2.5%), and city investment clients 1.23% (up 5.6%) [1][2] - The top five clients as of September 30, 2023, are China Resources Land, Greentown China, China Merchants Shekou, Ping An Insurance, and Country Garden [2] Group 2: Business Expansion and Opportunities - The company has signed contracts with Huazhu Group and Shangmei Digital for hotel evaluation services, and is in discussions with other hotel groups [2] - The implementation of urban village renovation policies is expected to provide growth opportunities, with plans for 127 projects in Guangzhou and 49,000 units in Shenzhen in 2023 [2] - The company is involved in multiple urban renewal projects across cities like Beijing, Guangzhou, Shenzhen, and Wuhan [2] Group 3: Data and Digitalization - The company has accumulated over 450,000 segments of engineering quality and safety risk assessment data and is exploring monetization of data assets [3] - In 2023, the company has initiated engineering assessment and on-site project management in Indonesia and the Democratic Republic of the Congo, while also establishing a subsidiary in Hong Kong for better overseas market expansion [3] - The digital development plan includes enhancing product and service upgrades, improving operational management efficiency, and collaborating with universities on artificial intelligence [3] Group 4: Safety and Security Measures - The company has implemented various data security measures, including server security through vendors like Alibaba Cloud, encryption of important documents, and a safety management system to protect intellectual property [3]
深圳瑞捷(300977) - 2023年11月17日投资者关系活动记录表