Tongtech(300379) 证券时报网·2024-12-04 01:48Core Viewpoint - The company is adjusting its investment structure for middleware projects to enhance its capabilities and expand its product offerings in response to industry changes [2][3]. Investment Structure Adjustment - The adjustment of the "Tong series middleware product excellence capability enhancement project" reflects the company's flexibility in facing industry changes, utilizing existing resources while reducing hardware investments and increasing R&D spending [2]. - This strategy aims to maintain a light asset model, lower equipment usage and maintenance costs, and reduce carbon emissions and energy consumption [2]. Focus on Emerging Markets - The company is reallocating resources to focus on market potential in cybersecurity and public safety, particularly in the context of increasing demand for intelligent safety management due to rapid advancements in drone technology [3]. - The addition of the "drone intelligent control platform" indicates a strategic move to enhance technical reserves in emerging fields like low-altitude economy [3]. Expansion of Middleware Categories - The introduction of the "TongJDK product and industrial IoT middleware development project" signifies the company's intention to expand beyond traditional middleware into IT system foundations [4]. - The growing demand for mature JDK products that balance performance, functionality, cost, and security in the Java development market is a key driver for this expansion [4]. Industrial IoT Market Potential - The global industrial IoT market is projected to grow at a high rate of 23.5% from 2023 to 2032, with the Asia-Pacific region expected to outpace other areas [5]. - The company's new industrial IoT middleware project aims to leverage this trend, enhancing its "edge + platform service" solutions to support smart manufacturing and the transition to Industry 4.0 [5].