On June 30th, Guangmai Technology (920924.BJ) released a record of its investor relations activities.
The document highlighted that the company's core competitiveness in its computing power business is primarily demonstrated in four key areas. Firstly, leveraging its established business foundation from long-term involvement in ICT industry applications, the company has successfully established supply chain channels for computing power-related equipment and data center infrastructure, possessing strong integrated service capabilities.
Secondly, through years of sustained accumulation in the fields of data communication networks and system integration, the company has developed a technical and delivery team with considerable professional expertise.
Thirdly, by continuously gaining experience from practical computing power-related projects, the company has established a relatively mature system for project management and delivery capabilities.
Fourthly, the company has pursued a long-term strategic focus on the telecommunications operator ecosystem, establishing a certain first-mover advantage and customer base within vertical industry markets.
The company's primary clientele includes the three major telecommunications operators: China Mobile Limited (600941.SH), China United Network Communications Limited (600050.SH), and China Telecom Corporation Limited (601728.SH). Other key clients are network infrastructure providers such as CHINA TOWER (00788.HK), and major railway construction contractors including China Railway Signal&Communication Corporation Limited (688009.SH), China Railway Construction Corporation Limited (601186.SH), and China Railway Group Limited (601390.SH).
These clients are all large central state-owned enterprises with excellent credit standing. The company maintains stable, long-term cooperative relationships with them, ensuring strong continuity and stability in its business partnerships, resulting in an overall customer structure that remains relatively stable.
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