Gelonghui, January 31丨An investor asked Yuncong Technology (688327.SH): Compared with all-in-one computers and cluster delivery, which method has a higher gross margin?

Yuncong Technology replied: The gross profit is higher under the all-in-one solution. The reason is that the required models and software are pre-installed, reducing deployment costs. Similar to a laptop pre-installed operating system and office software, it can be sold repeatedly after a one-time investment. Edge computing power boxes and all-in-one computers are mainly sold as standardized products. Subsequently, application upgrades, organization, heterogeneous migration, operation and maintenance services, and data services can be carried out around benchmark customers.

The sales model for cluster solutions is more project-based. The parameters of each set of models may be different, and they are sold through a license. Although the software is large, it may sell a single or few sets of solutions, which focus on customizing applications according to customer needs. The cluster solution here refers to an intelligent computing integrated solution (basic model+computing power cluster+training and promotion platform+operation management, etc.), which will provide customized solutions according to the computing power scale of the owners' customer construction goals and the training and reasoning needs of the tenants. As the scale of computing power increases, the company's own gross margin will decrease to a certain extent compared to the all-in-one computer solution.