证券代码：002137 证券简称：麦达数字 编号：2016－008 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 | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □ 新闻发布会 □路演活动 | | | | □现场参观 | | | | □ 其他 （电话会议） | | | | 香港上海汇丰银行有限公司 刘强 | | | 参与单位名称及 人员姓名 | 铭基国际投资公司 李硕琪 广证恒证券研究所 肖明亮 陆酝如 | 安联证券投资信托股份有限公司 许廷全 | | 时间 | 2016 年 5 月 18 | 日 星期三 | | 地点 | 公司七楼会议室 | | | 上市公司接待人 | 公司副总裁、董事会秘书朱蕾 | | | 员姓名 | 证券事务代表 陈世蓉 | | | ...

Company Overview - Maida Digital (formerly known as Shiyida) was established in 1998 and transitioned to digital marketing in 2015, aiming to build a top-tier enterprise-level SaaS service platform within 3-5 years [2][3]. Financial Performance - In 2015, the three digital marketing subsidiaries exceeded their performance targets, achieving net profits of 30.66 million, 28.06 million, and 11.56 million, respectively, which correspond to 122.7%, 155.9%, and 115.6% of their promised performance, totaling an overall exceedance of 32.61% [3]. Business Development - The company has made significant progress in asset securitization, with its subsidiary Shenzhen Dianming Technology Co., Ltd. approved for listing on the New Third Board in December 2015, and its subsidiary Huida Optoelectronics officially listed in March 2016 [3]. - The company is currently planning to list its subsidiary Shiyida Lighting on the New Third Board [3]. Strategic Direction - The enterprise-level SaaS service market is valued at over one trillion, with diverse service categories. The company plans to leverage its digital marketing expertise to extend into this market [3]. - A unified data platform will be established to integrate disparate data from various industries, addressing different business pain points [3]. Future Plans - The company aims to become a leading SaaS ecosystem platform in China within the next three years, actively seeking industry targets for acquisition [4]. - Despite rising labor costs and urgent demand for SaaS solutions, the market is still in an exploratory phase, with 80%-90% of pure SaaS companies currently in the investment stage, focusing on user numbers and sales scale rather than profits [3][4].

证券代码：002137 证券简称：麦达数字 编号：2017－004 | --- | --- | --- | |-----------------------|-----------------------------------|-------------------------------------------------| | | ☑ | 特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 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 | 华泰证券：潘文韬 | | | | 博时基金：周磊 | | | 人员姓名 | 博赢财富：杨倩 | | | | 中融金控：黄寒笑 泽元投资：黄珠妮 | | | | 创东方投资：李享 | | | | | | | 时间 | 2017 年 3 月 31 | 日下午 15:00-15:45 星期五 | | 地点 | 深圳市福田区彩田路新浩 | e 都 A 座 2801 | | | | | | 上市公司接待人 员姓名 | 董事会秘书朱蕾 | | | 投资 ...

证券代码：002137 证券简称：麦达数字 编号：2017－005 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 | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | 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 | 民生证券： 吴清羽、胡琛 | | | 人员姓名 | 海通证券： 许樱之 中邦基金： 杨文恺、邓可璐 广发证券：沈明辉 赤兔投资基金：罗志明 | | | | 2017 年 5 月 17 | 日上午 10:00-11 ...

Group 1: Company Overview and Strategic Transition - Maida Digital (formerly known as Shiyi Da) is currently undergoing a strategic transformation from traditional EMS and LED lighting businesses towards the internet industry, focusing on digital marketing as an entry point to build an enterprise-level SaaS platform and ecosystem [2][3]. - In 2015, the company acquired three digital marketing firms, exceeding performance expectations by 32.61%, laying a solid foundation for its strategic transition [3]. - In the first half of 2016, the net profit attributable to shareholders reached 130.38 million CNY, a 73-fold increase year-on-year, with over 30 million CNY coming from the digital marketing segment, which has become the main profit source [3]. Group 2: Market Position and Future Outlook - The company aims to establish itself as a leading enterprise-level SaaS service platform and ecosystem within the next 3-5 years, providing one-stop SaaS services to enterprise clients [3]. - The decision to focus on enterprise-level SaaS services is driven by the saturated C-end market and the vast potential of the B-end market, which is projected to grow rapidly, with a market space of trillions CNY [3][4]. - The company recognizes big data as a core asset, enabling precise marketing and improved operational efficiency, thus determining it as a key element in its strategic transition [4]. Group 3: Synergy Between Digital Marketing and SaaS - The three acquired digital marketing companies provide professional marketing solutions, forming an essential part of the marketing cloud, while the company’s SaaS offerings target different customer segments [4]. - Future plans include integrating user information and data across different applications to provide comprehensive, real-time, and precise services to clients [4]. Group 4: Investment and Acquisition Strategy - In May 2016, the company invested 169.94 million CNY in the leading SCRM company, Liu Du Ren He, acquiring a 15% stake, with plans to negotiate for controlling interest within two years [4][5]. - The company is actively seeking potential acquisition targets in the enterprise-level SaaS service sector, with a clear strategic direction to become a leading SaaS ecosystem platform in China within three years [5].

证券代码：002137 证券简称：麦达数字 编号：2016－018 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：2016－016 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 | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | 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 | | 长城证券： 何思霖；广证恒生：肖明亮、卢周伟 | | 人员姓名 | 2016 年 9 月 22 | 日 星期四 | | 时间 | 深圳市福田区彩田路新浩 | e 都 A 座 2801 | | 地点 | | | | 上市公司接待人 | 公司副总裁、董事会秘书朱蕾 | | | 员姓名 投资者关系活动 | | 一、麦达数字董秘朱蕾介绍公司情况 | | ...

证券代码：002137 证券简称：麦达数字 深圳市麦达数字股份有限公司投资者关系活动记录表 编号：2017－001 | --- | --- | --- | |-----------------------|----------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------| | | ☑ | 特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 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 | 广证恒生:肖明亮； 泰达宏利基金管理有限公司：邱楠宇 | | | 人员姓名 | | | | 时间 | ...

证券代码：002137 证券简称：麦达数字 编号：2017－003 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 | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 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 | | 华泰证券：陈华 永利集团：张尧 中信银行：张留升、方百胜 中信证券：王振、戚润东 | | 人员姓名 | 2017 年 3 月 28 | 日上午 09:30-10:35 星期四 | | 时间 | | | | 地点 | 深圳市福田区彩田路新浩 | e 都 A 座 2801 | | | | | | 上市公司接待人 员姓名 | 董事会秘书朱蕾 | | | ...

证券代码：002137 证券简称：麦达数字 编号：2017－002 深圳市麦达数字股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|----------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...