3onedata(SH:688618)2024-05-31 09:34Group 1: Market Expansion and Strategy - The company is expanding its global market presence while maintaining a strong foundation in mainland China, responding to changes in both domestic and international markets [1] - Sales revenue has seen steady growth in multiple countries including Germany, Italy, Spain, Brazil, South Korea, Austria, Egypt, Argentina, the UK, Vietnam, and Thailand [1] - Future plans include establishing overseas offices and accelerating the development of overseas market channels, aiming for a dual-driven growth strategy [1] Group 2: Sales Expenses and Financial Strategy - The increase in sales expenses over the past two years is attributed to strategic investments in marketing resources, optimizing marketing channel layouts, and implementing a restricted stock incentive plan in 2022, leading to higher employee compensation, promotional expenses, and share-based payment costs [2] Group 3: Technological Advancements and Product Development - The company’s TSN (Time-Sensitive Networking) technology offers significant advantages in various applications, including seamless integration of IT and OT layers, real-time data synchronization, and deterministic performance in high-speed networks [2] - In 2023, the company developed a TSN edge intelligent gateway that enhances traditional gateways with TSN capabilities, ensuring both functionality and real-time requirements [2] - The TSN network interface card, based on domestic chips and PCIe interface, provides broad system compatibility, allowing traditional systems to expand their TSN capabilities [2] Group 4: Competitive Position and Talent Strategy - The company holds a competitive edge in overseas markets due to strict quality, brand, and certification requirements, resulting in a strong reputation and positive feedback from international clients [2] - Plans for talent acquisition include expanding product line teams in the Shanghai area and building research teams focused on exchange, gateway control, digitalization, and application development [2]