Company Overview - Huibo Yuntong Technology Co., Ltd. aims to become an international, professional, and innovative comprehensive IT service provider, focusing on software technology services, professional technical services, and product solutions [2][3]. - The company has experienced significant growth, with revenue increasing 23 times from 2014 to 2022, achieving a compound annual growth rate (CAGR) of 48.23% [3]. AI Strategy - The company’s subsidiary, Shanghai Huibo, is a comprehensive partner of Baidu Smart Cloud, involved in technology, delivery, and sales cooperation, and is one of the first ecosystem partners of Baidu's Wenxin Yiyan [3]. - Currently, the AI business accounts for a small proportion of the company's overall operations, indicating potential investment risks [3]. Data Element Services - The company positions itself as a data technology service provider, focusing on data collection, annotation, governance, storage, and analysis [3]. - A recent partnership with Teradata aims to enhance the company's capabilities in big data analysis and provide local support for Teradata products in mainland China [3]. Business Development - As of March 30, 2023, the TMT (Technology, Media, and Telecommunications) sector generated revenue of 413.71 million yuan, accounting for 65.31% of total revenue [4]. - The financial technology sector has become the second-largest business segment, with revenue of 152.27 million yuan, representing 24.04% of total revenue and a year-on-year growth of 160.02% [4]. - The company is exploring new industry sectors, particularly intelligent manufacturing, although this currently represents a small revenue share [4].
慧博云通(301316) - 2023年11月17日投资者关系活动记录表