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科蓝软件(300663)新股询价报告

華鑫證券 ·  May 17, 2017 00:00  · Researches

  The company is engaged in banking IT solutions and provides software product application development and technical services to financial institutions, mainly banks. It can provide a package of IT consulting, planning, construction, operation, product innovation and marketing solutions for banks and other financial industry enterprises. The company has accumulated many high-quality customers, mainly large commercial banks such as Bank of China, Agricultural Bank of China, and Bank of Communications; national joint-stock commercial banks such as SPD Bank, Minsheng Bank, and Everbright Bank; policy banks such as the Export-Import Bank of China; urban commercial banks such as Bank of Beijing, Bank of Shanghai, and Bank of Tianjin; rural commercial banks such as Beijing Agricultural Commercial Bank and Shanghai Agricultural Commercial Bank; and foreign banks such as Citibank, Hang Seng Bank, Daxing Bank, and Fubon Huayi Bank. (1) The company's IT solutions business occupies a leading position in the domestic market. According to IDC statistics “the overall revenue and market share of major manufacturers in the Chinese banking IT solutions market”, the company ranks fifth overall in the Chinese banking IT solutions industry, above the industry average in terms of both current market competitiveness and future development potential. At the same time, the company's various solution sub-markets have a high market share. According to IDC's solution categories, in 2015, the company had a high share of the channel IT solutions market, ranking first in the market, ranking first in the mobile banking solutions market; ranked second in the online banking solutions market; and occupied an absolute leading position in the direct sales banking solutions market, ranking first in the market, with a customer share of more than 80%. (2) The company independently developed the NetBank 2000 technical framework and PowerEngine technology platform, and achieved true multi-channel support on the basis of the technical framework and technical platform, promoting the development process of electronic channel integration and unified management in the domestic banking industry. The VX front-end development framework developed by the company has opened a new chapter in the construction of bank electronic channels. The separation of front-end pages and back-office transactions, and the efficiency and novelty of page interaction have improved the level of bank customer experience. (3) The company has implemented IT solutions for nearly 300 customers, including national policy banks, large state-owned commercial banks, joint stock banks, urban commercial banks, and foreign banks. It has implemented more than 2,000 IT service projects. It has a large and high-quality customer base and rich project operation experience. The company has established a good brand image in the industry. With the deepening reform of the banking industry in recent years and the continuous strengthening of technical strength, the number of projects undertaken by the company has increased rapidly, the number of customer groups has continued to expand, and the project experience has been further enriched and improved.

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