证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2019-002 | --- | --- | --- | --- | --- | --- | |----------------|------------------------------------------------------|-------------|------------|--------------------|-------| | | | | | | | | 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 | | | | | | 参与单位名称及 | 华泰证券股份有限公司 | 殷 | | 超、张劭文、岑旭挺 | | | 人员姓名 | 鹏华基金管理有限公司 | | 王静进 | | | | | 永安国富资产管理有限公司 江 | | | 红 | | | | 中国人寿养老保险股份有限公司 ...

Financial Performance - The company achieved a revenue of 1.992 billion, representing a year-on-year growth of 50.83% [5] - The net profit attributable to shareholders was 307 million, with a year-on-year increase of 40.41% [5] - Excluding the impact of mergers, the revenue was 1.544 billion, reflecting a growth of 17% [5] Business Segments - The e-government segment generated an income of 553 million, with a growth rate of 2.58% [5] - The digital communication segment saw a revenue increase of 111.5%, reaching 1.189 billion, with a growth rate of 22.85% after excluding merger impacts [6] - The group control segment reported a revenue of 213 million, marking a growth of 3.33% [6] Strategic Focus - The company aims to deepen the application of big data in management software and digital communication, enhancing core competitive capabilities [5] - The strategic focus is on becoming a leading B2B2C big data service provider, emphasizing government and enterprise clients [7] - The establishment of the Jiuxi Research Institute aims to create a big data ecosystem [8] Government Relations and Market Opportunities - The company is positioned to benefit from government reforms and the increasing demand for big data applications in governance [7] - Collaborations with over 40 government departments have resulted in more than 100 large-scale big data projects from 2015 to 2017 [9] - The focus areas include finance, transportation, judicial, education, media, tourism, and poverty alleviation [7] Future Outlook - The company anticipates maintaining growth above industry averages in the management software sector [8] - Plans to enhance research in artificial intelligence and blockchain technologies for new product development [8] - Continued promotion of key projects in finance and transportation sectors [9]

证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2018-002 | --- | --- | --- | --- | |----------------|---------------------------------------------------|--------------|---------| | | | | | | 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 | | | | 参与单位名称及 | 申万宏源证券股份有限公司 张国静、袁航、王路、王平 | | | | 人员姓名 | 乐正资本管理有限公司 田 | | 啸 | | | 个人投资者 冯 | | 晨 | | | 个人投资者 张毅俊 | | | | | 个人投资者 | | 陈 峰 | | | 个人投资者 洪 | | 涛 | | | 个人投资者 耿国其 | | | | | 个人投资者 季明月 | | | | | ...

证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2019-001 | --- | --- | --- | --- | --- | --- | |-----------------------------|------------------------------------------------------|----------|------------|--------|-------| | | | | | | | | 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 | 国泰君安证券股份有限公司 李沐华 | | | | | | 人员姓名 | 华商基金管理有限公司 郭 | | 磊、金 | 曦 | | | | 兴全基金管理有限公司 孟 | | | 灿 | | | 时间 2019 | 年 03 月 07 日 13:30- ...

Group 1: Company Overview and Market Opportunities - The company introduced its understanding of the "14th Five-Year Plan" for digital economy development, highlighting opportunities and challenges in the digital transformation landscape [3] - The national strategy emphasizes accelerating digital development and building a digital China, focusing on digital government construction and enterprise digital transformation [3] - The company has rich application scenarios in smart governance, intelligent transportation, smart energy, and smart education, aiming to lead through best practices in government-enterprise collaboration [3] Group 2: Product Development and Innovation - The company launched the Nuwa platform in 2021, integrating new digital technologies to help clients transition from fragmented to centralized operations [4] - The platform aims to enhance real-time perception, visibility, and precision management across business processes, providing enterprise-level support for complex operations [4] - Current goals include completing the migration of products to the Nuwa platform and enhancing application scenarios through continuous optimization [4] Group 3: Competitive Advantages and Market Penetration - The company has over 20 years of experience serving various sectors, including finance, transportation, education, and energy, establishing a strong client base and industry barriers [5] - The business structure is organized by product and industry, with a top-down promotion model from central ministries to local governments [5] - The company has set up branches nationwide to support local project maintenance and operations [5] Group 4: Financial Performance and Challenges - The company's sales gross margin has declined primarily due to the digital media business, which constitutes a significant portion of total revenue [6] - The digital media business's lower overall gross margin has negatively impacted the company's financial performance [6] - The company is focused on expanding its client base in the government and enterprise sectors, leveraging best practices in key application scenarios for broader promotion [5]

1 证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2022-002 | --- | --- | --- | --- | --- | |----------------|------------------------------------------------------|--------------------------------------------------|-------|------------------| | 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 | | | | | 参与单位名称及 | 嘉实基金管理有限公司 | | 李 | 帅 | | 人员姓名 | 嘉实基金管理有限公司 | | 马 | 丁 | | | 嘉实基金管理有限公司 | | | 李宇昂 | | | 华泰证券股份有限公司 | | | 张劭文 | | 时间 | 2022 年 ...

1 证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2022-005 | --- | --- | --- | --- | --- | |----------------|------------------------------------------------------|-------------|-------|--------------------------------------------------| | | | | | | | 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 | 国泰君安证券股份有限公司 | | | 朱丽江、李博伦、李雪薇 | | 人员姓名 | 中欧基金管理有限公司 | | | 张 晔 | | | 兴全基金管理有限公司 | | | 葛兴浪 | | | 远桥资产管理有限公司 | | | 张家祺 | | ...

证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2022-010 | --- | --- | --- | --- | --- | |----------------|----------------------------------|------------------------------------------------------|-------|--------| | | | | | | | 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 | 长江证券股份有限公司 | | | 余庚宗 | | 人员姓名 | 长城财富保险资产管理股份有限公司 | | | 姜 悦 | | | 益民基金管理有限公司 | | | 关 旭 | | 时间 | 2022 年 11 月 17 日 | 10:00-12:00 | | | | 地点 | 久其 ...

1 证券代码：002279 证券简称：久其软件 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2022-009 | --- | --- | --- | --- | --- | --- | |----------------|--------------------------------------------------------|--------------------------------------------------|--------|-------|--------| | | | | | | | | 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 | 国联证券股份有限公司 | | | 高 | 远 | | 人员姓名 | 方正证券股份有限公司 | | | 李 | 理 | | | 中信建投基金管理有限公司 | | | | 张婧怡 | | | ...

Group 1: Company Overview and Market Position - The company focuses on management software and digital communication businesses, with significant challenges in recent years due to goodwill impairment and asset depreciation [5] - The company has set revenue targets for management software business new contracts at CNY 1 billion, CNY 1.3 billion, and CNY 1.5 billion for 2022, 2023, and 2024 respectively [6] - The overall revenue targets for the company are set at CNY 780 million, CNY 900 million, and CNY 1 billion for the same years, with a minimum operating cash flow of CNY 100 million each year [7] Group 2: Market Trends and Opportunities - The government’s "14th Five-Year Plan" supports the development of big data in government enterprises, creating new market opportunities [4] - The increasing demand for digital transformation and intelligent upgrades in government and enterprise sectors is driving the need for management software [4] - The integration of financial budget systems by the Ministry of Finance is a key project, indicating a shift towards centralized management solutions [4] Group 3: Competitive Landscape - The competitive landscape remains stable, with different competitors in various sectors such as finance, judiciary, and transportation [4] - Major competitors include Yonyou, Inspur, and other specialized firms, each with their own strengths in specific areas [4] - The complexity of customer information system requirements is increasing, raising the entry barriers for smaller companies [5] Group 4: Financial Performance and Strategy - The company has experienced losses or minimal profits since 2018 due to impairments related to acquisitions in the digital communication sector [5] - The digital communication segment contributes significantly to total revenue, but its lower gross margin impacts overall profitability [6] - The company plans to enhance brand client development and stabilize the digital communication business without current plans for divestiture [6]