Group 1: Company Overview - Yidao Information is a provider of smart electronic products and solutions, focusing on product definition, research, and design [2] - The company's main business is divided into rugged smart terminals and consumer smart terminals [2] - Rugged smart terminals include rugged laptops, tablets, handheld devices, and various industrial control products, successfully applied in diverse fields such as smart manufacturing, transportation, energy exploration, and public utilities [2] Group 2: Consumer Products - The consumer product line includes PCs, tablets, AIoT, and XR products, primarily serving brand and enterprise clients [2] - Yidao Information has established partnerships with numerous domestic and international clients, leveraging years of R&D and quality accumulation [2] - The company offers comprehensive services from solution design to product development and integrated services [2] Group 3: Research and Development - Yidao Digital (Research Institute) focuses on long-term technological investment to build core competitiveness, specializing in artificial intelligence, perception technology, and spatial intelligence [2] - The aim is to advance the paradigm of human-computer interaction and cultivate innovative talents with a combination of research and product development skills [2]

Group 1: AIPC Business Overview - The company has launched a new AIPC product featuring the X Elite chip, with a maximum frequency of 4.0GHz and an AI acceleration engine (NPU) [2] - The AIPC product integrates a self-developed AIGC software assistant, utilizing a large language model with trillions of training data, ensuring offline usability and low latency [2] - Currently, AIPC revenue is relatively small, but the company plans to enhance AI technology and continue upgrading AIPC and related AI products [2] Group 2: R&D Investment and Focus - The company is expected to invest over 200 million yuan in R&D in 2024, with R&D personnel accounting for over 47% of the workforce, reflecting a 26.3% year-on-year growth [3] - The subsidiary, Yidao Digital, focuses on AI, perception technology, and spatial intelligence, aiming to advance human-computer interaction and cultivate innovative talent [3] - Long-term technology investment is aimed at building core competitiveness and exploring future products, ensuring the company remains vibrant in a competitive landscape [3]

Core Viewpoint - Yidao Information (001314) has successfully established itself in the A-share capital market over the past two years, leveraging its "AI+" strategy and continuous R&D investment to build a diversified product matrix in the AI technology-driven hardware ecosystem [1][2]. Group 1: R&D Investment and Innovation - In 2024, Yidao Information's R&D investment is expected to exceed 200 million yuan, with a stable growth in operating revenue [2]. - In the first three quarters of 2024, the company's R&D investment reached 165 million yuan, representing a year-on-year increase of 36.81% [2]. - The establishment of Yidao Research Institute in January 2024 aims to focus on artificial intelligence, perception technology, and spatial computing, fostering innovation in human-computer interaction [2][3]. Group 2: Strategic Collaborations - Yidao Information signed a strategic cooperation agreement with the Guangdong-Hong Kong-Macao Greater Bay Area Digital Economy Research Institute in December 2024 to jointly build an edge computing joint laboratory [3]. - This collaboration will focus on cutting-edge fields such as edge computing, AI foundational technologies, and fintech, leveraging Yidao's core technologies and application capabilities [3]. Group 3: AI+ Strategy Implementation - In May 2024, Yidao Information elevated its AI+ strategy to a top-level corporate strategy, promoting deep integration of AI, smart hardware, and vertical scenarios [3][4]. - The company has launched multiple AI+ products, creating a diversified product system that meets various customer needs across different application scenarios [3][4]. Group 4: Future Outlook - Yidao Information aims to continue its mission of making cutting-edge technology more accessible, leveraging capital market strengths and industry partnerships to drive technological progress and prosperity [5].

证券代码：001314 证券简称：亿道信息 公告编号：2025- 002 深圳市亿道信息股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次回购注销的限制性股票数量为 42,560 股，占回购前公司股本总额的 0.0301%。 2、截至本公告披露日，上述限制性股票已在中国证券登记结算有限责任公 司深圳分公司完成回购注销手续。本次回购注销后，公司股份总数由 141,488,860 股变更为 141,446,300 股。 4、2023 年 6 月 16 日至 2023 年 6 月 26 日，公司对 2023 年限制性股票激励 计划激励对象的姓名和职务通过公司内部公示栏进行公示，公示时限内，公司监 事会未收到关于本次拟激励对象的异议。2023 年 6 月 27 日，公司披露《监事会 关于 2023 年限制性股票激励计划激励对象名单的审核及公示情况说明》。 5、2023 年 7 月 3 日，公司召开 2023 年第三次临时股东大会，审议通过了 《关于公司<2023 年限制性股票激励计划（草案）>及摘要 ...

当你的电脑开始"自己思考"，你准备好跟紧这波红利了吗？ 作者 | 木鱼 编辑 | 小白 Deepseek，一定能够称得上人工智能（AI）领域的标志性大事件。它在一夜之间，霸占30多个多家的APP 下载榜单第一名，成功登顶各大平台的热搜榜，让国产AI成为名副其实的全球顶流。 大神卡帕西深表震惊，Sam Altman发推特阴阳，国外媒体奉其为"东方神秘力量"，就连美国总统特朗普 都暴跳如雷了。 网友们也开始分享deepseek的使用心得，相关帖子、视频铺天盖地，从创作诗歌到撰写年终总结，从脱口 秀文本到策划方案，总之各种案例那是目不暇接。 风云君也忍不住暗喜，是不是以后不用苦逼哈哈的码字写研报了？搞不好一个月能完成三五个人的KPI完 全不是梦啊！ 新年开工第一天，风云君兴致勃勃的打开电脑，进入deepseek官网，准备深入研究使用方法。然而，得到 最多的答案是： 下载手机APP后，风云君得到的是同样的答案。惊人的流量，让Deepseek网站，崩了一次又一次。 当然，除了网络延迟导致的响应不及时，网站和APP等云端部署方式还存在数据安全隐患等问题。特别是 涉及敏感信息的行业，如金融领域，涉及大量的交易数据和客户信息 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company is leveraging its new AIPC product, which features advanced AI capabilities and local processing to enhance user experience and data security [4]. - The domestic market for the company's products is expanding, particularly in key sectors such as finance and telecommunications, driven by a trend towards localization [5]. - The company is actively promoting its ruggedized products across various industries, ensuring reliability in extreme conditions [6]. - Financial projections indicate a significant increase in net profit from 0.4 billion to 1.2 billion from 2024 to 2026 [7]. Company Overview - The latest closing price of the company's stock is 48.65 yuan, with a total market capitalization of 6.9 billion yuan [3]. - The company has a total share capital of 1.41 billion shares, with 0.52 billion shares in circulation [3]. - The company has a debt-to-asset ratio of 27.3% and a price-to-earnings ratio of 50.68 [3]. Financial Forecast - Projected revenue for 2024 is 3.203 billion yuan, with a growth rate of 23.5% compared to 2023 [9]. - The expected net profit for 2024 is 416 million yuan, reflecting a significant decrease from the previous year [12]. - Earnings per share (EPS) is forecasted to be 0.29 yuan in 2024, with a projected increase to 0.86 yuan by 2026 [12].

Financial Performance - The company expects a net profit attributable to shareholders of between 31 million and 39 million yuan for 2024, representing a decline of 69.72% to 75.93% compared to the previous year[2]. - The net profit after deducting non-recurring losses is projected to be between 17 million and 25 million yuan, a decrease of 75.19% to 83.13% year-on-year[2]. - Basic earnings per share are estimated to be between 0.22 and 0.28 yuan, down from 0.96 yuan per share in the previous year[2]. Research and Development - The company has increased its R&D investment to over 200 million yuan, with R&D personnel rising from 540 to over 690[5]. - The company established the Yidao Research Institute in January 2024 to collaborate on advanced technology research, including AI and cloud computing[5]. Infrastructure and Operations - The Yidao Building, part of the company's IPO fundraising project, has been completed and started operations in January 2024, which will enhance the company's market competitiveness[6]. Market Strategy - The company is focusing on international expansion and enhancing its brand recognition in overseas markets, particularly for its rugged industrial computer products[6]. Financial Management - The increase in revenue has led to a corresponding rise in inventory and accounts receivable, resulting in higher provisions for credit and asset impairment[6].

Company Overview - Yidao Information is a provider of smart electronic products and solutions, focusing on product definition and R&D design [2] - The company’s main business segments include rugged smart terminals and consumer smart terminals [2] - Rugged smart terminals include rugged laptops, tablets, handheld devices, and various industrial control products, successfully applied in diverse sectors such as smart manufacturing and public utilities [2] Growth in Domestic Business - The establishment of the domestic team in June 2020 has led to deep partnerships with first and second-tier domestic brands [4] - The domestic market is driven by the "2+8" system, focusing on key industries: finance, electricity, telecommunications, oil, transportation, education, healthcare, and aerospace [4] - In the first half of 2024, revenue from domestic products grew by 191.4% year-on-year [4] Rugged Product Features - Rugged products are designed to withstand harsh environments, featuring waterproof, dustproof, and drop-resistant characteristics [5] - The company’s rugged computing brand "ONERugged" aims to provide innovative and reliable products globally [5] - Future focus areas include industrial automation, smart manufacturing, retail, logistics, and public services [5] R&D Investment and Direction - In the first three quarters of 2024, R&D investment reached 165 million yuan, a year-on-year increase of 36.81% [6] - The company employs 706 R&D personnel, accounting for over 47% of the workforce, with a year-on-year growth of 26.3% [7] - Yidao Research Institute focuses on AI, perception technology, and spatial intelligence, aiming to enhance human-computer interaction and maintain competitive advantage through long-term technological investment [7]

Company Overview - Yidao Information is a provider of smart electronic products and solutions, focusing on product definition and R&D design [2] - The company’s main business is divided into rugged smart terminals and consumer smart terminals, with applications in various sectors such as smart manufacturing, transportation, energy exploration, and public utilities [2] Domestic Product Development - The domestic product business has seen a significant growth of 191.4% year-on-year in the first half of 2024 [4] - The domestic market focuses on a "2+8" system, targeting key sectors: finance, electricity, telecommunications, oil, transportation, education, healthcare, and aerospace [4] - The company aims to enhance R&D investment in domestic products to meet diverse customer needs and expand market scale [4] AIPC vs. Ordinary PC - AIPC requires more powerful processors for complex AI algorithms, featuring high-performance multi-core processors and dedicated AI processing units [5] - Ordinary PCs focus on general computing tasks and may struggle with large-scale deep learning algorithms [5] - The new AIPC model utilizes the XElite chip with an AI acceleration engine, achieving a maximum frequency of 4.0 GHz, and includes a self-developed AIGC software assistant [5][6] AI Integration and Future Plans - The AIPC smart assistant "AI Einstein" integrates cutting-edge technologies to enhance user experience and efficiency [6] - The company plans to continuously follow AI technology trends and upgrade AIPC, XR, and related AI products to make advanced technology more accessible [6]

深圳市亿道信息股份有限公司 l 增强可持续发展能力，努力提升经营业绩和市值，以回报股东。 关于本次活动 是否涉及应披 露重大信息的 说明 无 活动过程中所 使用的演示文 稿、提供的文 档等附件（如 有，可作为附 件） 无 2 投资者关系活动记录表 编号: 2024-026 | | ☑ 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 团 现场参观 | | | □其他(线上交流) | | 活动参与人员 | 海通证券、鹏华基金 | | 时间 | 2025年1月2日 | | 地点 | 公司会议室 | | 上市公司接待 | 副总经理、董事会秘书:乔敏洋 | | 人员姓名 | 投资者关系专员:谢蝶 | | | 1、公司业务占比最大的是 PC 吗? | | | 答:2024年上半年,公司消费类电脑占营业收入比例为 65.64%, | | | 是公司营收占比最大的业务板块;公司的PC及平板以服务品牌及企 | | | 业客户的模式运行,主要为全球区域性龙头品牌提供电子产品及解决 | | | 方案。 | | | ...