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驴迹科技控股有限公司(01745.HK)

Donkey Trail Technology Holdings Limited (01745.HK)

長雄證券 ·  Dec 31, 2019 00:00  · Researches

Summary of duties

Technology Holdings is the largest online power supply provider in China. According to the total transaction volume in 2018, the company accounted for 86.2% of the market share of the online power supply service, 0.4% of the total market share of the entire customer service, and 0.02% of the market share in the travel market. As of June 30, 2019, the company has developed a total of 12913 online power stations, including 2086 covering overseas tourist attractions such as Japan, South Asia, Australia and Italy. As of the same day, the company's online power network covers 8304 tourist attractions in China (including Hong Kong, Macao and Taiwan), including 2021 AAAAA tourist attractions and 2021 AAAA tourist attractions.

The company places hardware on the remote system to provide online computers with rich content, including the mobile phone in the tourist area, the text introduction and audio interpretation of the scenic spots in the scenic area, and adds functions such as real-time navigation. In the past financial period, the company earned most of the revenue from the sale of online electricity on the travel platform. The company provides API to the tourist platform to access their embedded web sites, Mini Program or APP. The client can communicate through the Tour platform, and then use the company's H5 facet to connect to the online computers in each tourist area.

Thank you very much.

Is a leading provider of online power supplies, accounting for a large share of the market.

Since its establishment, the development of the industry has achieved rapid growth.

The relationship of strategic cooperation with the Tanju brigade platform.

Negative factor

If the online travel platform does not continue to cooperate, the benefits will be reduced.

The industry is highly competitive, and it may be difficult to increase the number of employees.

If we fail to continue to attract and retain a larger customer base, the income growth will not be sustainable.

The purpose of the income

About 50.0% of them are used as online telephones in China and overseas tourist attractions.

About 10.0% recruit R & D talents and improve R & D ability

About 10.0% increase the brand value and enhance the sales and sales capacity.

About 20.0% of the total investment and income

The translation is provided by third-party software.


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