Group 1: Company Performance - The total SMS volume for the first half of the year is expected to exceed 19 billion [2] - The revenue from traffic primarily comes from the State Grid, with a shift towards provincial network cooperation anticipated [2] - The company has seen a significant increase in single customer order amounts, with some reaching 20 to 30 million [3] Group 2: Market Trends - The market for traffic is expected to evolve from C-end consumption to B-end, with a growing acceptance of traffic services among customers [3] - The company believes that the third-party market could capture a significant share of the traffic market, potentially equal to that of operators [3] - The company is focusing on enhancing its cloud communication platform to maintain a competitive edge in the evolving market [4] Group 3: Strategic Initiatives - The company is investing heavily in traffic market resources, including personnel and technology, despite current market uncertainties [3] - A major upgrade to the SMS push system has been implemented, allowing for cloud distribution and cross-network communication [4] - The company aims to leverage its existing advantages in SMS and cloud communication to lead in the traffic market [3][4]

荣信股份（002123）：深圳梦网科技调研纪要（20160422） 调研时间：2016 年 4 月 22 日 14:00-16:30 地点：上海西郊宾馆 2 号楼礼堂 公司领导：荣信股份董事长余文胜、董秘李局春、副总裁陈新、副总裁田飞冲、副总裁文力 与会的投资机构：方正证券、中投证券、长江证券、川财证券、兴业证券、华创证券、安信证券、 华泰证券、民生证券、中信证券、中金公司、海通证券、广发证券、东方证券、东北证券、国泰 君安证券、光大证券、广发基金、星石投资、摩根华鑫基金、中海基金、国投瑞银、兴业全球、 泰达宏利基金、中银基金、银河基金、财通基金、中欧基金、国泰基金、中银国际资管、诺德基 金、浙商资管、誉华资产、永赢基金、尚雅投资、玖石资本、永安国富基金、滚石投资、从容投 资、融通基金、财通基金、广发自营、新沃基金、华安基金、让资本、海富通基金、中邮基金、嘉 实基金、华宝兴业基金、华融证券、易方达基金、长安基金、凯石投资、长信基金、浦银安盛基 金、招商基金、长安信托、博道投资等 调研纪要： 首先余总对公司情况进行了全面的概括介绍： 一、资本市场历程： 梦网科技之前做企业短信，从 08 年开始寻求资本市场合作， ...

Group 1: Business Development and Strategy - The company divides its traffic business into three segments: forward traffic, backward traffic, and internet traffic, with backward traffic being the main focus for growth [1] - A significant contract was signed with the Bank of Communications Credit Card Center, which is expected to enhance traffic business offerings [2] - The company plans to release a new traffic product next year, indicating ongoing investment in this area [2] Group 2: Market Position and Competition - The company has not experienced significant customer loss due to strong technical and platform advantages, with a major client estimating a switch would cost at least 5 million yuan and take six months [3] - The SMS business has a gross margin of over 30%, but it is expected to decline next year due to increased competition [3] - The company aims to expand its market coverage by launching a self-service cloud communication platform for small and medium-sized clients [3] Group 3: Industry Trends and Challenges - The traffic business is seen as having enormous potential, with the industry still in its early stages, leading to low concentration [3] - The company emphasizes the importance of data security and has refused partnerships that compromise customer data [3] - The company believes that the trend of large enterprises collaborating directly with telecom operators will not replace the need for third-party services [2] Group 4: Future Outlook - The company is optimistic about the growth of the traffic business, with expectations of significant market expansion [3] - The company is developing an open intelligent cloud communication platform aimed at small and medium-sized enterprises [4] - The pricing strategy for traffic products is based on customer budgets and needs, which is considered a commercial secret [2]

证券代码：002123 证券简称：梦网荣信 梦网荣信科技集团股份有限公司投资者关系活动记录表 编号：2017-07-25 | --- | --- | --- | |----------------|------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | □ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | √ 现场参观 | | | | □ 其他 （ ） | | | 参与单位名称及 | 联合调研： | 国金证券股份有限公司 ...

证券代码：002123 证券简称：梦网集团 梦网荣信科技集团股份有限公司投资者关系活动记录表 编号：2018-03-15 | --- | --- | --- | |---------------|-------------------------|----------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关 | □ | 媒体采访 □业绩说明会 | | 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | √ 现场参观 | | | | □其他 （ ） | | | 参与单位 | | 广发证券股份有限公司；平安资产管理有限公司；广州金控资 | | 名称及人 | 产管理有限公司等。 | | | 员姓名 | | | | 时间 | 2018 年 3 月 15 | 日 13:30~14:30 | | | 深圳市南山区高新中四道 | 30 号龙泰利科技大厦 5 层会议室 | | 地点 | | | | 上市公司 | | 梦网集团副总裁兼董事会秘书李稷文先生。 | | 接待人员 姓名 | | ...

证券代码：002123 证券简称：梦网集团 梦网荣信科技集团股份有限公司投资者关系活动记录表 编号：2018-03-07 | --- | --- | --- | |----------|------------------------|------------------------------------------------------------| | | □ | 特定对象调研 □分析师会议 | | 投资者关 | √ 媒体采访 □业绩说明会 | | | 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | √ 现场参观 | | | | | √其他 （ 分析师与投资者交流 ） | | | | 申万宏源证券；方正证券；广发证券；安信证券；申银万国证券研 | | | | 究所有限公司；中金公司；长城证券；天风证券；海通证券；西部 | | | | 证券；金元证券；渤海证券；川财证券；世纪证券；证券时报；上 | | | | 海证券报；中国证券报；光大证券；民生证券股份有限公司；广州 | | 参与单位 | | 证券；广发基金；博时基金；万好万家基金；大成基金；宝盈基 | | 名称及人 | | 金；巨极（深 ...

Group 1: Company Overview and Business Strategy - DreamNet Group has invested significantly in rich media messaging since 2018, focusing on 5G messaging (Rich Messaging) with substantial R&D efforts in 2018 and 2019, establishing technical capabilities and industry application solutions [3] - The company has a strong customer base with over 100,000 quality enterprise clients and is the first to achieve a full network channel for 5G messaging standards, indicating a leading position in the industry [3] - DreamNet's business volume for Rich Messaging has shown significant growth, with both month-on-month and year-on-year increases in recent months [3] Group 2: Financial Performance and Cost Management - The traditional SMS business experienced over 60% growth last year, surpassing the market average, indicating an increase in market share [4] - Despite the impact of the pandemic on sectors like finance, tourism, and transportation, the company still achieved over 20% year-on-year growth in the first quarter of this year [4] - The company plans to pass on cost pressures to clients through price negotiations, with an expectation that the gross margin for SMS will gradually improve, returning to levels seen in the previous year [4] Group 3: Future Outlook and Talent Acquisition - The development of 5G technology is expected to drive a new round of industrial upgrades, with 5G messaging becoming a key component of 5G applications [5] - The company plans to attract high-level innovative talent to enhance its capabilities in 5G messaging and expand its business in this area [5] - The introduction of new products such as Rich Messaging, enterprise service numbers, video ringtones, and DreamNet Cloud Meetings is anticipated to provide higher gross margins compared to traditional SMS, becoming new growth points for profitability [4]

编号：2020-8-27 证券代码：002123 证券简称：梦网集团 梦网荣信科技集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------|------------------------------|------------------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | □ 现场参观 | | | | √ 其他 （投资者现场交流会） | | | 参与单位 名称及人 员姓名 | 越基金管理有限公司 | 中信证券股份有限公司、上海盛宇股权投资基金管理有限公司、恒 | | | | | | 时间 | 2020 年 8 月 27 | 日 10:00~12:00 | | 地点 上市公司 | 广东省深圳市南山区高新中四道 | 30 号龙泰利大厦 2 层会议室 | | 接待人员 姓名 投资者关 | | 梦网集团副总裁兼 ...

编号：2018-03-30 证券代码：002123 证券简称：梦网集团 梦网荣信科技集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------|------------------------------|-----------------------------------------------------------| | | √ 特定对象调研 □分析师会议 | | | 投资者关 | □媒体采访 □业绩说明会 | | | 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | √现场参观 | | | | □ 其他 （ ） | | | 参与单位 | | 博道基金管理有限公司、长城证券股份有限公司 | | 名称及人 | | | | 员姓名 | | | | 时间 | 2018 年 3 月 30 日 | 10:00~11:30 | | 地点 | 深圳市南山区高新中四道 | 30 号龙泰利科技大厦 2 层 | | 上市公司 | | 梦网集团副总裁兼董事会秘书李稷文先生。 | | 接待人员 | | | | 姓名 | | | | 投资者关 | 本次调研涉及内容与 | 2 ...

证券代码：002123 证券简称：梦网集团 梦网荣信科技集团股份有限公司投资者关系活动记录表 编号：2017-11-28 | --- | --- | --- | |----------|-------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关 | □ | 特定对象调研 □分析师会 ...