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： JQ2014-011 | --- | --- | --- | |----------------|----------------------------------|------------------| | | | | | 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 | 日信证券有限责任公司 | 焦东伟 | | 人员姓名 | 招商基金 王衍胜 | | | | 中信建投证券股份有限公司 | 黎韬扬 | | | 中信建投证券股份有限公司 | 吕江峰 | | | 中信建投基金管理有限公司 | 周户 | | | 光大证券股份有限公司 | 范佳瓅 | | | 国海证券股份有限公司 李响 | | | | 太平洋证券股份有限公司 | 李健 | | | 工银瑞信基金管理有限公司 | 夏雨 | | | 新华资产管理股份有限公司 | 邓小钊 ...

Group 1: Company Overview - Beijing Jiuxi Software Co., Ltd. introduced three mobile internet applications: Driver Station, Daka Office, and e-Express, highlighting their development and promotion [2] - The company plans to acquire all shares of Yiqilian through a combination of issuing shares and cash payment, along with fundraising for a major asset restructuring [2] Group 2: Business Performance and Market Position - Yiqilian's main business is the iOS points wall, which has seen rapid growth due to the surge in mobile internet and advertising demand [2] - Yiqilian is considered a leading player in the iOS points wall sector, based on its industry reputation and client satisfaction [2] Group 3: Financial Management and Risks - Yiqilian's business model allows for quick capital turnover, as funds are primarily used for media prepayments and are recovered shortly after settling with advertisers [3] - The main operational risk for Yiqilian is the dependency on Apple's policies affecting the iOS points wall business, although the company is diversifying into Android-based services [3] Group 4: Future Strategies and Innovations - The company is focusing on three strategic business segments: management software, big data, and mobile internet, aiming to deepen and optimize existing operations while innovating business models [3] - Future advertising formats in the mobile internet sector may include brand ads, native ads, rich media ads, and DSP, indicating a trend towards innovation in advertising [3] Group 5: Financial Shared Services - Jiuxi Software has established a financial shared service center, gaining recognition and success in this area, with plans to enhance market presence and expand its scale [3]

证券代码：002279 证券简称：久其软件 1 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2015-005 | --- | --- | --- | --- | |----------------|------------------------------------------------------|------------------------------------------------|--------| | | | | | | 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 | 海通证券股份有限公司 | 谢春生 | | | 人员姓名 | 渤海证券股份有限公司 | 王洪磊 | | | | 国元证券股份有限公司 | 李芬、李典 | | | | 中银国际证券有限责任公司 | 谭鹏鹏 | | | | 华夏基金管理有限公司 | 董阳阳 | | | | 广发基金管理有限公司 | 邱 ...

证券代码：002279 证券简称：久其软件 1 北京久其软件股份有限公司投资者关系活动记录表 编号： JQRJ2015-007 | --- | --- | --- | --- | |----------------|-------------------------------------|------------------------------------------------------|-------| | | | | | | 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 | 上海申银万国证券研究所有限公司 | 贾金健 | | | 人员姓名 | 长江证券股份有限公司 | 余庚宗 | | | | 工银瑞信基金管理有限公司 | 马丽娜 | | | | 上投摩根基金管理有限公司 | 王嵩 | | | 时间 2015 | 年 12 月 16 日 | 14:00-16:00 时 | | | | 地点 ...

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： JQRJ2015-002 | --- | --- | --- | |-----------------------------|-----------------------------------------------------------------|------------------------------------------------------| | | | | | 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 | 华夏基金管理有限公司 跃马资本 詹晋杰 | 张超 | | 人员姓名 | | | | 时间 2015 | 年 04 月 29 日 | 14:00-17:00 时 | | 地点 | 北京久其软件股份有限公司•西直门• | 1101 会议室 | | 上市公司接待人 | 董事会秘书 王海霞 | | ...

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： JQRJ2015-001 | --- | --- | --- | --- | |----------------|-------------------------------------|----------------------------|-------| | | | | | | 投资者关系活动 | □ 特定对象调研 | | | | 类别 | □ 媒体采访 | | | | | □ 新闻发布会 | | | | | □ 现场参观 | | | | | □ 其他 | | | | 参与单位名称及 | 上海申银万国证券研究所有限公司 | 刘洋、孙家旭 | | | 人员姓名 | 中邮创业基金管理有限公司 | | | | | 泰康资产管理有限责任公司 | | | | | 大成基金管理有限公司 刘明 | | | | | 汇丰晋信基金管理有限公司 | | | | | 建信基金管理公司 周武、邵卓 | | | | | 民生加银基金管理有限公司 | | | | | 嘉实基金管理有限公司 | 周龙、张丹华、刘辉、陈少平 | | | ...

Group 1: Company Overview and Business Direction - The company focuses on electronic government and group control information technology, with a strategic shift towards mobile internet and big data [3] - The introduction of three self-developed mobile internet applications: Driver Station, Daka Office, and Express products, highlighting their design concepts and functionalities [3] - The establishment of Jiuxi Zhitong for big data business layout, indicating a strategic investment in data analytics [3][6] Group 2: Mergers and Acquisitions - The acquisition of Yiqilian Technology aimed at enhancing business synergy and leveraging innovative technologies for transformation [3] - Yiqilian's main business in iOS advertising wall services, which has shown significant growth due to the increasing demand for mobile advertising [4] Group 3: Product Promotion and Market Strategy - The Driver Station product employs ground promotion and partnerships with logistics companies, achieving a reach of over 50,000 drivers and 4,000 enterprises [4][5] - The Daka Office product is primarily promoted online, focusing on product design and functionality improvements, transitioning from a simple attendance tool to a comprehensive enterprise application [5] Group 4: Competitive Landscape - The mobile internet advertising sector has notable competitors such as Duomeng and Yumi, with Daka's competitive edge stemming from its stable technology platform and quality media resources [4] - The differentiation of Driver Station from similar products lies in its emphasis on interaction among drivers and enterprises, enhancing the active participation of drivers in the freight process [5] Group 5: Investment in Big Data - The collaboration with Zhichun Shengchuang to establish Jiuxi Zhitong aims to enhance capabilities in big data processing and analytics, particularly using Hadoop technology [6] - Jiuxi Zhitong's team possesses extensive experience in the internet sector, contributing to the company's strength in big data applications across various industries [6]

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： JQRJ2015-008 | --- | --- | --- | --- | |----------------|-------------------------------------|--------------|--------| | | | | | | 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 | 银华基金管理有限公司 | 郭建兴 | | | 人员姓名 | 中欧基金管理有限公司 | 王凤娟 | | | | 中融基金管理有限公司 | 陈友章 | | | | 上银基金管理有限公司 | 翁伟皓 | | | | 国金证券股份有限公司 | 郑宏达 | | | | 德邦证券股份有限公司 | 孙少杰 | | | | 爱建证券有限责任公司 | 潘永杰 | | | | 太平资产管理有限公司 | 徐翰成 | | ...

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： JQRJ2015-006 | --- | --- | --- | --- | --- | |----------------|----------------------------------|--------------------|-------|-------| | | | | | | | 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 | 方正证券股份有限公司 | 赵成、曾利洁、翟炜 | | | | 人员姓名 | 西南证券股份有限公司 | 张佳博 | | | | | 长城证券股份有限公司 | 赵悦媛 | | | | | 中国国际金融股份有限公司 | 于剑 | | | | | 益民基金管理有限公司 | 赵若琼 | | | | | 中欧基金管理有限公司 | 姜祎 | | | | | ...

Group 1: Company Overview and Business Strategy - The company focuses on traditional business, big data, and mobile internet expansion, with a strategic layout for future development [2] - The supply chain financial products primarily target large enterprise groups and their associated enterprises, addressing financing difficulties through internet financial services [3] Group 2: Risk Control and Product Development - The risk control system for supply chain financial services is based on the creditworthiness of large enterprise groups and their receivables [3] - In addition to supply chain financial products, the company plans to offer personal P2P financial services, including salary management and small loans for employees [3] Group 3: Driver Station Product Promotion - The Driver Station product has been promoted in over 200 cities, with more than 100,000 driver users and over 10,000 enterprise users [4] - The product aims to complete a payment closed loop, enhancing efficiency and reducing costs through mobile internet and big data technologies [4] Group 4: Competitive Positioning and User Incentives - The Driver Station operates in cooperation with third-party logistics companies, addressing the demand for external vehicle allocation [4] - The company employs a ground promotion model with 20-30 personnel, offering cash or points rewards based on user engagement and freight matching [4] Group 5: Financial Performance and Future Outlook - The traditional business is expected to maintain stable growth, while new businesses like Driver Station and internet finance are in the investment phase and may not achieve profitability this year [4] - Recent acquisitions are projected to enhance overall performance, with positive developments in the Apple and Android business segments [4]