投资者关系活动记录表 证券代码：002137 证券简称：实益达 深圳市实益达科技股份有限公司投资者关系活动记录表 编号：2014-003 | --- | --- | --- | |-------------------------|-----------------------------------------------------------|------------------------------------------------------------| | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 动类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 及人员姓名 | 安信证券 研究所所长 赵小光 交银施罗德 权益投资总监 管华雨 | | | | 天弘基金 研究员 张卓 | | | 时间 地点 | 2014 年 8 月 26 日 | 10:40-11:30 深圳市实益达科技股份有限公司 七楼会议室 | | 上市公司接待 | ...

投资者关系活动记录表 证券代码：002137 证券简称：实益达 深圳市实益达科技股份有限公司投资者关系活动记录表 编号：2015-002 | --- | --- | --- | |--------------|--------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 | √ | 特定对象调研 ...

Group 1: Company Overview - Shiyida Technology Co., Ltd. was established in 1998 and listed on the Shenzhen Stock Exchange in 2007, becoming the first listed company in the domestic Electronic Manufacturing Services (EMS) industry [1] - The company transitioned from a single EMS business model to a dual model of "EMS + own brand" starting in 2009, with a focus on LED lighting as a key diversification direction [1] - In 2013, due to market changes, the company adjusted its strategy to gradually reduce EMS business and focus on cultivating LED lighting as a value growth point [1] Group 2: Future Strategy and Market Outlook - The LED industry is expected to undergo rapid consolidation, with companies lacking core competitiveness or business models likely to be eliminated [2] - The company's future strategy will center around the development of the LED lighting business, implementing innovative paths based on specific business models and strategies [2] - The company plans to leverage capital to enhance its industrial platform and utilize online sales as a breakthrough, improving efficiency by eliminating redundant links in the supply chain [2] Group 3: Mergers and Acquisitions - The initial scale of the company's merger fund is capped at 40 million RMB, with potential for a second phase based on strategic implementation and funding conditions [2] - Negotiations for suitable acquisition targets have already begun, with a clear scope defined for potential acquisitions aligned with the company's strategic planning [2] Group 4: Employee Incentives - The company's equity incentive plan is contingent on achieving specific performance metrics, primarily focusing on revenue and net profit, which are considered challenging [3] - The incentive plan aims to ensure fair assessment for core talents who have been with the company through various challenges, fostering a culture of shared growth [3]

Group 1: Company Transformation Strategy - The company is shifting towards enterprise-level digital services due to the saturated C-end market and the vast potential of the B-end market, which is projected to grow significantly in 2015, with 40 million SMEs in China and a trillion-yuan market space available [2][3]. - The rise of labor costs and the proliferation of internet infrastructure are driving the growth of the enterprise-level market [2][3]. Group 2: Implementation Phases of Digital Services - The transformation will occur in three phases: 1. **Phase One**: Providing enterprise-level digital marketing services, having acquired three notable companies in the industry [3][4]. 2. **Phase Two**: Offering enterprise-level SAAS services, which will naturally extend from digital marketing services [4]. 3. **Phase Three**: Delivering enterprise-level digital ecosystem services, leveraging accumulated industry data to enhance marketing and production processes [4][5]. Group 3: Organizational Adjustments - The company plans to establish a "Digital Marketing Group" to enhance internal collaboration and appoint industry experts as independent directors for strategic decision-making [4]. - The future profit structure will shift significantly towards the internet business segment, with a focus on digital marketing and enterprise-level SAAS services [4]. Group 4: Acquisition Strategy - The company aims to pursue acquisitions in the enterprise-level digital marketing sector, focusing on data, creativity, and technology, as well as in the enterprise-level SAAS service sector [4][5]. - The three acquired companies—Shunwei, Qisi, and Lixuan—are expected to drive significant revenue, with their combined client revenue potential exceeding 20 billion, contributing nearly 3% to China's GDP if it reaches 68 trillion in 2015 [5]. Group 5: Future of LED Lighting Business - The LED lighting business has reached a certain scale and profitability but faces challenges due to increased competition and declining gross margins [5]. - The company plans to transition from LED lighting to providing intelligent building control solutions, focusing on community energy management and safety [5].

Group 1: Company Overview - Shenzhen Maida Digital Co., Ltd. focuses on digital marketing and has established a strong presence in the industry since its inception in 2012 [2][3]. - The company emphasizes technology and has a team with over ten years of experience in digital technology and platform development [3][5]. Group 2: Core Business and Services - The core services include integrated internet marketing, social media marketing, and SEM monitoring technology, which enhances advertising precision and efficiency [3][4]. - The company has developed an independent advertising publishing system and monitoring platform, ensuring high service standards for clients [3][5]. Group 3: Strategic Acquisitions - The acquisition of three digital marketing companies (Shunwei, Qisi, and Lixuan) is aimed at enhancing synergy and expanding capabilities in the digital ecosystem [5][6]. - The management teams of the acquired companies are recognized as pioneers in the digital marketing era, contributing to strategic planning and future growth [5][6]. Group 4: SAAS Industry Insights - The company aims to transition from digital marketing to the SAAS sector, leveraging marketing data to enhance enterprise-level services [6][7]. - SAAS services are characterized by real-time online capabilities, contrasting with traditional software that often requires maintenance and is less responsive [5][6]. Group 5: Market Position and Future Plans - The company recognizes the potential for overseas acquisitions and aims to integrate marketing and SAAS services, creating a unified data platform for enhanced service delivery [6][7]. - Future growth is anticipated through the establishment of a comprehensive data ecosystem that connects digital marketing with enterprise-level SAAS services [7].

Group 1: Company Overview - Shenzhen Sea Star Technology Co., Ltd. (002137) focuses on integrating internet and business value engines [1] - The company emphasizes a culture of "craftsmanship" to continuously create value for enterprise clients [5] Group 2: Mergers and Acquisitions - In July 2015, the company announced a plan to acquire 100% equity of Shunwei Advertising, Qisi Advertising, and Lixuan Advertising for a total of 635 million CNY (40% cash + 60% shares) [16] - The acquisition aims to enhance synergy among the acquired companies and achieve organic growth [27] Group 3: Digital Marketing Strategy - The Chinese internet advertising market was valued at 157.34 billion CNY in 2014 and is projected to reach 419.8 billion CNY by 2018, with a compound annual growth rate (CAGR) exceeding 30% [26] - A digital marketing group has been established to enhance collaboration among subsidiaries and drive internal growth [27] Group 4: Enterprise Service Strategy - In 2014, the market share of sales CRM services in the Chinese SaaS enterprise service market was 31% [40] - Salesforce, a leading enterprise service company, has a market capitalization of 52 billion USD and offers comprehensive CRM solutions [41] Group 5: Traditional Business Positioning - The company is committed to leveraging data to connect production, manufacturing, procurement, and delivery processes, meeting consumer customization needs [53] - The focus on traditional business areas remains strong as the company embraces the "Internet + Business Value Engine" strategy [58]

麦达数字(002137)投资者交流会 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------|-------------------|-----------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 互联网 南业价值引擎 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | ...

证券代码：002137 证券简称：麦达数字 编号：2016－010 深圳市麦达数字股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：002137 证券简称：麦达数字 编号：2016－013 深圳市麦达数字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 类别 | □ | 新闻发布会 □路演活动 | | | ☑现场参观 | | | | □ 其他 （电话会议） | | | 参与单位名称及 ...

Group 1: Company Overview and Strategic Transition - Shenzhen Maida Digital Co., Ltd. is currently undergoing a strategic transformation from traditional EMS and LED lighting businesses to a digital marketing and enterprise-level SaaS platform [1][2]. - In 2015, the company acquired three digital marketing firms, significantly exceeding performance expectations by 32.61%, laying a solid foundation for its strategic transition [2]. - The company aims to establish a first-class enterprise-level SaaS service platform and ecosystem within 3-5 years, providing one-stop SaaS services to corporate clients [2][3]. Group 2: SaaS Industry Positioning and Investments - The company has invested in leading SaaS service providers in the consumer goods and SCRM sectors, indicating a strategic focus on vertical integration and functional consolidation [3][4]. - Maida Digital's SaaS strategy is driven by technology and data, emphasizing the importance of 360° customer analysis for data-driven, real-time, and precise services [2][3]. - The company plans to expand its SaaS offerings beyond the consumer goods sector into other verticals with significant market potential, such as education, finance, and healthcare [4]. Group 3: Business Model and Customer Segmentation - The company targets two distinct customer segments: large enterprises, which have longer acquisition cycles but higher profitability, and small to medium-sized enterprises (SMEs), which require standardized products and have quicker decision-making processes [4]. - The revenue model for the acquired SCRM company, Six Degrees, is based on subscription fees for SaaS product usage, with a focus on achieving profitability as user numbers grow [3][4]. Group 4: Traditional Business and Asset Management - The company plans to gradually asset-securitize its traditional business segments, with several subsidiaries already listed on the New Third Board [4].