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].

证券代码：002137 证券简称：麦达数字 编号：2016－014 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 人员姓名 | 展博投资：易沛琪； | 华创证券：范嘉林、张少杰、傅一帆；东兴证券：虞瑞捷、喻言； 招商证券：何怀志；玖歌资本：俞蓓；浙商证券：刘金鑫； | | 时间 | 2016 年 7 月 12 | 日 星期二 | | 地点 | | 深圳市龙岗区宝龙 ...

证券代码：002137 证券简称：麦达数字 编号：2016－011 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：2016－005 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002137 证券简称：麦达数字 编号：2016－007 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） | | | | 招商证券：方光照； | | | 参与单位名称及 人员姓名 | 招商基金：韩冰； 招商资管：何怀志； 广州证券：黄俊豪； 创金合信基金：郑泽滨。 | | | 时间 | 2016 年 5 月 12 | 日 星期四 | | 地点 | 深圳市南山区 | | | 上市公司接待人 员姓名 | 公司副总裁、董事会秘书朱蕾 | | | --- | --- | |-------- ...

Group 1: Company Overview - Maida Digital (formerly known as Shiyida) was established in 1998 and went public on the SME board in 2007. The company initially focused on EMS manufacturing of consumer electronics but transitioned to digital marketing in 2015, aiming to extend into technology and data-driven enterprise-level SaaS services [3]. - In May 2015, Maida Digital invested in Xunyou Digital, marking its entry into mobile marketing. By July, the company completed acquisitions to establish a comprehensive digital marketing service framework [3]. - The company plans to invest up to RMB 93 million in Beijing Yingxiaotong Software Technology Co., Ltd. as its first SaaS investment [3]. Group 2: Strategic Goals - Maida Digital aims to become a leading enterprise-level SaaS ecosystem and platform in China and globally within 3-5 years, with digital marketing serving as the foundation for this transformation [3]. - Key barriers to becoming a top SaaS provider include clear strategic thinking, strong execution capabilities, and the ability to make long-term decisions despite short-term temptations [3]. Group 3: SaaS Industry Understanding - The company identifies five key differences between SaaS and traditional software: real-time response, on-demand supply, always online access, customizable solutions, and strong social sharing attributes [4]. - SaaS is viewed not just as a transition from offline to online but as a reconstruction of business rules and models [4]. Group 4: Traditional Business Transformation - Maida Digital is working to revitalize its traditional business assets and gradually shift towards a light-asset model, with plans for asset securitization [4]. - In November 2015, the company announced plans to sell 100% of its stake in Yuantong Incubation Co., Ltd., aiming to increase profits by RMB 100 million and cash by RMB 200 million [4].

Group 1: Company Overview and Transformation - Maida Digital was established in 1998 and listed on the SME board in 2007, transitioning into the LED lighting sector before shifting focus to digital marketing and enterprise-level SaaS services in 2015 [1][2] - The company invested RMB 93 million in Beijing Yingxiaotong Software Technology Co., Ltd. on January 14, 2016, marking its first step into the enterprise-level SaaS service strategy [2][3] Group 2: Strategic Development and Market Position - The company aims to build a digital ecosystem through external mergers and acquisitions, focusing on data and technology-based marketing SaaS services and CRM SaaS services [3][4] - Yingxiaotong, a leading SaaS service provider, has served clients in 67 countries by the end of 2015, positioning itself as a significant player in the SaaS market [4][5] Group 3: Industry Advantages and Client Base - Yingxiaotong specializes in the fast-moving consumer goods (FMCG) sector, which is a trillion-level market with substantial growth potential, particularly in food and beverage, pharmaceuticals, and beauty industries [4][5] - The company has over 200 brand clients, including major international brands like Coca-Cola and Unilever, ensuring a healthy and diverse client structure [5][6] Group 4: Team and Management - Yingxiaotong boasts a research and development team of 200 members, many of whom come from top companies like Microsoft and Google, enhancing its innovation capabilities [5][6] - The management team has an average of over 15 years of experience in the FMCG sector, providing deep insights into industry dynamics [5][6] Group 5: Investment Structure - The investment structure for Yingxiaotong involves a debt-to-equity conversion, allowing the company to minimize financial risks while securing investment opportunities at current valuation levels [6]

证券代码：002137 证券简称：麦达数字 编号：2016－006 深圳市麦达数字股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------| | | | | | 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 （电话会议） | | | 参与单位名称及 | 安信证券：张轶乾、王炤杰； 平安大华基金：赵旭翔； 川财证券：万晓慧。 | | | 人员姓名 | 2016 年 4 月 7 | 日 星期四 | | 时间 | 公司 7 楼会议室 | | ...

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：2016－002 | --- | --- | --- | --- | |----------------|---------------------|--------------------------|-------------------------------------| | | | | | | 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 （电话会议） | | | | 参与单位名称及 | 郑龙云 | 方正证券；潘益平 | 巴沃睿德资本； | | | 方佳佳 | 宝盈基金；于天甲 | 宝盈投资； | | | 石天卓 | 北京源乐晟资产；毕畅 | 博道投资； | | 人员姓名 | | | | | | 张鑫 | 博时基金；胡鸿宇 | 晨燕投资； | | | | | | | | 陈龙 | 大成基金；陈晓光 | 大成基金；安文 道谊投资； | | ...