Group 1: Revenue Composition and Trends - The main business components include application software development, technical services, financial equipment-related services, and system integration. The company has been optimizing its business structure, focusing on high-margin businesses, resulting in a revenue increase of over 20% year-on-year as of Q1 2015, with the business scale proportion reaching 46%, up 13 percentage points from the previous year [2]. Group 2: Agricultural Information Technology - The company is seizing historical opportunities in the land confirmation market, aiming to address issues in smallholder economies and achieve scale production. It plans to extend its services into agricultural technology, financial services, and agricultural input circulation, enriching its value-added services in agriculture [2]. Group 3: Cloud Platform Competitiveness - The company has established a competitive edge in cloud services, particularly in SaaS and PaaS. It was recognized as one of the "Top 50 Cloud Computing Solution Providers" in China in 2014, with its private cloud services and big data analysis technologies applied across various sectors, including finance, taxation, and healthcare [3]. Group 4: Medical Sector Initiatives - The company is developing a tumor cloud service platform based on big data models, focusing on electronic medical records. Future plans include data collection and modeling for various cancer types, with applications in high-end health checks, insurance risk screening, and drug development [3]. Group 5: Financial and Taxation Services - The company has a comprehensive presence in the financial IT service sector, primarily serving large and medium-sized banks, securities, and insurance companies. It ranks first in the domestic market for core banking systems and enterprise financial integration systems, with a strong service capability in tax information systems developed since 1985 [3].

Group 1: Company Strategy and Business Focus - Shenzhou Information and Shenzhou Digital Holdings are entering the agricultural sector to leverage their respective strengths in technology and e-commerce [3] - Shenzhou Information will focus on agricultural information services, particularly in land and IoT, while Shenzhou Digital will concentrate on agricultural e-commerce [3] - The collaboration with Yangling, known as China's "Silicon Valley of Agriculture," aims to utilize its agricultural expertise and technology for modern agricultural development [4] Group 2: Financial Cloud and Banking Initiatives - The financial cloud platform has been in development since the mid-2000s, with nearly 200 banking clients, making it one of the largest in China [5] - Services offered by the financial cloud include core banking operations, credit management, and mobile banking [5] - The establishment of a new agricultural bank is underway, with Shenzhou Digital and Shenzhou Information among the main initiators [5] Group 3: Land Transfer and Quantum Communication Projects - As of now, the Zhongnong Xinda land transfer platform has established cooperation in 62 counties, with ongoing projects in Hebei and Henan provinces [5] - The quantum communication project, "Beijing-Shanghai Line," is in the final stages of implementation, with plans for broader application across various industries [5] Group 4: Investment and Mergers - Shenzhou Information's past focus on industry information technology services will guide its investment and acquisition strategies in agriculture [3] - The company aims to enhance its service offerings through strategic mergers and acquisitions, such as with Zhongnong Xinda and Qishuo Technology [3]

Group 1: Smart City Development - As of May 2014, 222 cities in China have initiated smart city construction, with 293 cities proposing plans [1] - Shenzhou Digital has signed strategic cooperation agreements with 32 provinces and cities, achieving project implementation in 12 cities this year [1][2] Group 2: Case Study - Fuzhou Smart City Project - The Fuzhou smart city project began in 2012, generating revenue from consulting fees and the construction of a public information service platform [2] - The platform integrates various government services and data, enhancing public services for citizens and businesses [2] Group 3: Business Growth and Structural Optimization - The company plans to optimize its business structure over the next two years, focusing on high-margin businesses and abandoning low-margin system integration projects [2] - Despite stable revenue, the company expects continuous growth in net profit by improving profitability and profit margins [2] Group 4: Acquisition of Zhongnong Xinda - The acquisition of Zhongnong Xinda aims to capitalize on opportunities in agricultural modernization and information technology [3] - Zhongnong Xinda has over ten years of experience in rural information services, which will aid Shenzhou Digital in advancing its rural information strategy [3]

Group 1: Financial Performance - The company's revenue slightly decreased in the first three quarters of 2014 due to ongoing business transformation and optimization of business structure [1] - The overall business scale has become significant, with a focus on improving profitability and profit margins [1] - The decline in asset impairment losses is attributed to last year's large bad debt provision and improved risk management this year [2] Group 2: Strategic Direction - The national push for IT self-control is expected to positively impact the company's future business development, particularly in IT planning consulting and complex system integration [2] - The company is focusing on high-margin business growth and increasing its proportion in the overall business mix [1] Group 3: Smart City Initiatives - The company has secured many orders in the smart city planning and consulting sector, with significant contracts signed in the third quarter [2] - Current smart city projects are primarily project-based, with clients mainly from economically developed regions, ensuring manageable business risks [2] Group 4: Agricultural Modernization - The demand for agricultural land confirmation has significantly increased, and the company is optimistic about achieving its annual performance targets [3] - The government’s rural land rights confirmation work is entering a comprehensive trial phase, which is expected to boost market opportunities for the company [3]

证券代码：000555 证券简称：神州信息 神州数码信息服务股份有限公司投资者关系活动记录表 编号：20150116 | --- | --- | --- | --- | |----------|-----------------------------------|--------------------------------------------------------------------|-------------------------| | | 特定对象调研 □分析师会议 | | | | 投资者 | □媒体采访 □业绩说明会 | | | | 关系活动 | □新闻发布会 | □路演活动 | | | 类别 | □现场参观 | | | | | □其他 （电话会议） | | | | | 海通证券 王秀钢； | 银河证券 吴砚靖 田杰华； | 国泰君安证券 袁煜明； | | 参与单位 | 太平洋证券 刘聚良 | 陈秋凤； 招商基金 韩冰； | 易方达基金 樊正伟； | | 名称及 | 银河基金 成胜； | 中信产业基金 曲盛伟； | 诺安基金 杨琨； | | 人员姓名 | 英大保险 徐晶鑫； | 巨杉资 ...

证券代码：000555 证券简称：神州信息 神州数码信息服务股份有限公司投资者关系活动记录表 编号：20151029 | --- | --- | --- | --- | |------------------------------------|--------------------------------------------------------------------------------------------------------------|--------------------|------------------------------------------------------------------------| | 投资者 \n关系活 动 \n类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n 其他 ( 电话会议 ) | | | | 参与 单位 名称及 人员 姓名 | 兴业证券 中金公司 西南证券 中欧基金 以及其他主动参加电话会的机构和投资人 | | 蒋佳霖 张向光 任鹤义 陈西中 | | | | | ...

Group 1: Company Overview - Shenzhou Information has a strategic partnership with Huasu Technology, focusing on network optimization services and aligning on development philosophies and customer resources [3]. - Huasu Technology has been operating since 2003, specializing in mobile communication network optimization, with a strong emphasis on product technology research and development [3]. - The company operates in 29 cities across China, maintaining a robust localized service system and ranking high in technical strength, management capability, and service quality [3]. Group 2: Market Trends and Challenges - The mobile communication industry in China is rapidly evolving, with a shift from voice services to data traffic demands, necessitating new technologies and business models [3][4]. - The market for mobile network optimization services is expected to consolidate, with larger companies that demonstrate clear technical and service advantages capturing a greater market share [3]. Group 3: Deeplan Big Data Analysis Platform - The Deeplan platform focuses on five main service themes: network performance evaluation, resource management, market precision marketing, terminal big data, and industry big data applications [4]. - Although currently a small portion of Huasu's overall revenue, the Deeplan platform is experiencing rapid growth and has begun commercial use in various regions [4]. Group 4: Future Projections - The penetration rate of 4G users in China is approximately 30%, with significant room for growth as data usage per user remains low compared to other countries [4][5]. - The demand for indoor coverage is projected to be significant, accounting for about 70% of total traffic, indicating a need for enhanced infrastructure [5]. - Huasu Technology is optimistic about exceeding performance commitments for 2016-2018, driven by synergies with Shenzhou Information and the growing 4G market [5].

Group 1: Company Overview and Strategy - The company has a 30-year history in the IT industry, focusing on innovation in business models and technology products to drive China's information service industry [2] - The development strategy is centered on the industrial internet, aiming to leverage new information technologies to assist key industries such as finance, telecommunications, and government in their internet transformation [2] - The company has enhanced its IoT-related business through capital operations, particularly with Qishuo Technology and Huasu Technology [2] Group 2: IoT Business and Advantages - Qishuo Technology focuses on agricultural IoT, providing solutions for modern agricultural enterprises to improve production efficiency and brand marketing through data management [2][3] - The company has a strong backend with rich industry-specific applications in SaaS and PaaS, enhancing its service capabilities in the IoT sector [2] - The integration of Qishuo Technology and Huasu Technology allows for complementary development in big data analysis and service innovation [2] Group 3: Application Scenarios and Growth Points - Potential application scenarios for agricultural IoT include automated management of large-scale farms and real-time monitoring of aquaculture conditions [3] - The company is transitioning from government demonstrations to enterprise applications, with highlights in smart management and agricultural big data applications [3] Group 4: Competitive Advantages and Market Position - Qishuo Technology has established standardized and serialized products in the agricultural IoT sector, benefiting from a long testing period for hardware products [3] - The company’s technical management team is passionate and focused on the agricultural industry, providing a competitive edge [3] - Huasu Technology, currently undergoing restructuring, specializes in mobile network optimization and big data analysis, positioning itself well for future IoT opportunities [4]

Group 1: Company Strategy and Development - The company aims to enhance its business value and optimize profitability by accelerating the development of technology services, software, and cloud business, leveraging "productization + platformization" strategies [2] - Key focus areas for 2016 include: 1) Accelerating the development of integrated IT services for key industries such as finance, government, telecommunications, and agriculture; 2) Strengthening capital operations and industry integration; 3) Improving internal innovation mechanisms to foster business innovation and employee entrepreneurship [2] Group 2: Quantum Communication Business - The company is involved in the "Beijing-Shanghai Quantum Secure Communication Project," which is the world's first large-scale application of quantum communication, expected to be completed in 2016 [3] - The company holds a leading market share in the quantum communication field, but the overall order scale remains limited, resulting in a small proportion of revenue and profit compared to the company's overall revenue scale of several billion [3] Group 3: Agricultural Internet Business - The demand for rural land confirmation is expected to peak between 2015 and 2017, with the company maintaining a leading market share in this area and expanding its market coverage [3] - The company has established cooperation in over 80 counties for land transfer services and is actively piloting value-added services such as land assessment and agricultural IoT [3] Group 4: Mergers and Acquisitions Strategy - The company’s acquisition strategy is strategically oriented to support the overall goal of achieving an industrial internet platform, integrating upstream and downstream resources in the technology service sector [4] - The acquisition of Huasu Technology is seen as a move to capitalize on the future of mobile internet and professional network optimization services, with expectations for growth driven by a strong management team and advanced technology [4] Group 5: Strategic Partnerships - The company has formed a strategic partnership with Star Ring Technology to advance the application of big data technology in the banking sector, focusing on open data warehouse migration and big data platform construction [4]

Group 1: Financial Performance - The company's revenue growth accelerated in Q1, but the net profit attributable to shareholders decreased by 46.66% compared to the same period last year [4] - The gross profit margin declined by 5.45 percentage points, primarily due to a higher proportion of domestic products sold in system integration [4] - The absolute value of net profit decreased by over 10 million, attributed to increased investment in strategic business areas [4] Group 2: Agricultural Business Development - The agricultural business signed contracts that increased by over 500% year-on-year, with revenue growth exceeding 200% [5] - The gross profit margin for the agricultural business remained stable compared to the previous year [5] - The company aims to maintain rapid growth in land rights confirmation business and has prepared necessary resources for this growth [5] Group 3: Cloud Services Expansion - In Q1 2016, the financial cloud service signed 12 new village bank clients, serving a total of 200 clients [6] - The tax cloud service currently provides SaaS services to over 15,000 enterprises [6] - The company plans to leverage its 30 years of technology accumulation to expand its cloud services rapidly [6] Group 4: Cost Management and Efficiency - The company effectively controlled sales and management expenses in Q1, benefiting from a robust expense management system [6] - The focus on cross-selling and technical refinement has contributed to maintaining a good expense management status [6] Group 5: Strategic Business Integration - The company is transitioning to a "productization + platformization" model, emphasizing business integration and collaboration [7] - A business operation center has been established to enhance management synergy across different business units [7] - The company aims to maximize operational efficiency by sharing software and services across various industries [7]