Group 1: Strategic Direction - The company aims to establish connections between terminal devices, managers, and users through the development of smart management and cloud service platforms, facilitating business flow [2][4] - The payment and settlement systems are designed to connect consumers, merchants, and third-party payment services, ensuring smooth capital flow [4] Group 2: Licensing and Compliance - The company applied for prepaid card issuance and internet payment licenses, which were publicly announced on May 9, 2014, and is currently awaiting approval [4] - The issued prepaid cards comply with the PBOC 2.0 standard, allowing existing POS systems to process transactions without additional installations [4][5] Group 3: Product Development and User Engagement - The "Jie Life" APP has been launched, focusing on high-frequency services like parking and access control to enhance user experience and engagement [5] - The APP currently supports parking space queries with over 50 pilot parking lots connected, with plans to expand to reservation features [5][6] Group 4: Partnerships and Collaborations - The company collaborates with China Telecom to explore various business opportunities, including co-branded card issuance and mutual customer referrals [6] - Strategic cooperation with Alipay has led to over 50 projects enabling payment via Alipay wallet for parking fees, with ongoing integration efforts [6][7] Group 5: Market Position and Advantages - The company has a substantial customer base of over 100,000, with approximately 60% being residential clients, providing a low-cost and rapid transformation advantage [6][7] - With over 20 years of experience in property services, the company understands core property needs and aims to implement O2O business models that benefit both parties [7] - The company possesses a comprehensive ecosystem that includes data collection, operational platforms, and mobile applications, enhancing its O2O operational capabilities [7]

Group 1: Company Overview and Strategy - The company, Shenzhen Jieshun Technology Co., Ltd., is positioned as a smart device supplier and plans to expand into platform and data services, including smart parking and community operation support services [2][3]. - In 2015, the company conducted pilot projects and aims for large-scale project promotion and operational expansion in 2016 [3][4]. - The company has a goal to connect over 6,000 parking lots this year, with a target of reaching 20,000 within three years [5]. Group 2: Market Position and Competition - Jieshun has established a comprehensive business chain, including smart terminal products, management software, third-party payment, and mobile applications, with over 1,000 connected parking lots by the end of last year [5][6]. - The company has a strong marketing service network with 23 direct subsidiaries and over 100 distributors, making it difficult for new entrants to pose a significant threat [5]. - Jieshun's revenue is primarily derived from smart terminal devices, but it plans to increase its software segment through platform development [4][6]. Group 3: Financial Performance and Investment - The company has invested tens of millions in building its operation center and has established a data operation department to support its growing user base [4][5]. - R&D investment has consistently exceeded 25% of the previous year's profit, reflecting the company's commitment to innovation [8]. - The company aims to maintain a balance between internal growth and external acquisitions, focusing on resource-oriented and technology-driven companies [8]. Group 4: Industry Challenges and Adaptation - The real estate industry's cyclical nature has not significantly impacted Jieshun's performance, as its business is more closely tied to property management needs rather than new developments [6]. - The company recognizes the competition from internet firms in the smart community and parking services but believes its extensive offline customer base and tailored payment solutions provide a competitive edge [7].

证券代码：002609 证券简称：捷顺科技 编号：2016-10-31-01 | --- | --- | --- | |-----------------------|---------------------|------------------------------------------------------------| | | | | | 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 | | | 参与单位名称 | | 国泰君安证券、华泰柏瑞基金管理有限公司、南方基金管理有限公 | | 及人员姓名 | | 司、中科沃土基金管理有限公司。 | | 时间 | 2016 年 10 月 | 31 日下午 | | 地点 | 公司三楼会议室 | | | 上市公司接待 人员姓名 | | 董事会秘书王恒波、证券事务代表徐慧 | | 投资者关系活 | 调研纪要如下： | | | 动主要内容介 | 1 、 | 公司近两年的战略布局是否会有变化？ | | 绍 | 答 ...

Group 1: Company Overview - Shenzhen Jieshun Technology Co., Ltd. aims to become China's most valuable smart parking operation enterprise, focusing on creating a comprehensive ecosystem for parking operations, services, and advertising [2][3]. - The company achieved over 42 million in revenue in 2019, with a focus on expanding new business areas such as parking space operations and data operations [2][3]. - As of now, Jieshun has connected over 12,000 parking lots and more than 46,000 lanes, reaching over 16 million online users and processing over 1.4 million transactions per day [2][3]. Group 2: Cloud Hosting Business Model - The cloud hosting service utilizes AI, big data, and smart management platforms to provide a SaaS model, significantly reducing labor costs and improving operational efficiency for clients [3][4]. - The average contract value for cloud hosting is 4-5 times larger than traditional hardware sales, with a target of adding 6,000 lanes this year [3][4]. - The company has secured over 1,800 new cloud hosting orders this year, primarily converting existing clients [3][4]. Group 3: Financial Performance and Cash Flow - The company has seen an increase in accounts receivable due to a shift to installment sales, amounting to approximately 300 million over the past two years [5]. - Major clients include large developers like Vanke and Evergrande, which have longer payment cycles, contributing to increased accounts receivable [5]. - Despite the high accounts receivable, the company maintains a low bad debt rate, with annual bad debts only in the tens of thousands compared to over 1 billion in revenue [5]. Group 4: Future Business Trends - The company anticipates that new business segments will account for 20% of total revenue this year, up from 10% last year [4]. - The overall gross margin is expected to remain stable, with a potential increase due to the higher margin of new business segments [4]. - The human access product line has seen a growth rate of nearly 40% in 2019, driven by the demand for smart upgrades in various environments [5].

编号：2020-01-09 证券代码：002609 证券简称：捷顺科技 深圳市捷顺科技实业股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 类别 | √ □ □ □ | ...

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编号：2019-10-24 证券代码：002609 证券简称：捷顺科技 深圳市捷顺科技实业股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

编号：2019-07-24 1 / 3 证券代码：002609 证券简称：捷顺科技 深圳市捷顺科技实业股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|--------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2019-09-06 1 / 3 证券代码：002609 证券简称：捷顺科技 深圳市捷顺科技实业股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|--------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 类别 | √ □ □ | 特定对象调研 □分析师会议 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 人员姓名 | | 天风证券 缪欣君、 国信证券 于威业、 海通证券 杨林、 五矿证券 王俊辉 中融基金 甘传琦、 信达澳银基金 张凯、 凯丰投资 ...

证券代码：002609 证券简称：捷顺科技 深圳市捷顺科技实业股份有限公司投资者关系活动记录表 编号：2017-11-02-01 | --- | --- | |-----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...