证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：02 | --- | --- | --- | |----------------|-------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | （请文字说明其他活动内容） | | 参与单位名称及 | 光大证券股份有限公司 范佳瓅 广发基金管理有限公司 刘健维 ...

Group 1: Company Transformation Progress - The year 2014 marked the beginning of the company's strategic transformation, with significant progress noted. The per capita output increased from CNY 184,000/year in 2013 to CNY 207,000/year, and the gross profit margin improved by percentage points to reach 33.3% [3] Group 2: Strategic Focus for 2015 - In 2015, the company aims to accelerate its transformation from a traditional outsourcing service provider to an industry solution provider, focusing on vertical industries such as finance, internet, and healthcare. The company plans to increase investments in financial IT and cultivate strategic clients while exploring new customer development [4] Group 3: Collaboration with BAT - The company seeks to establish a cooperative relationship with BAT (Baidu, Alibaba, Tencent), aiming to serve their clients rather than compete with them, emphasizing a focus on enterprise application [4] Group 4: Performance Assessment of Innovation Teams - In 2014, the company adjusted its organizational structure and optimized its assessment system. Traditional business departments are evaluated based on performance metrics, while innovation teams are assessed based on the completion of relevant innovation indicators [5]

Group 1: Company Transformation and Growth - The company is transitioning towards IT and internet applications, with a focus on financial IT solutions. In 2014, revenue from financial IT exceeded 300 million RMB [2][3] - The company has three main directions in financial IT: financial testing, financial data, and core system implementation and operation [2][3] - The company is increasing R&D investment in internet applications, aiming to cultivate new products through internal innovation [3] Group 2: Mergers and Acquisitions - The company has pursued external growth through acquisitions, including TPG and Shanghai Hongzhi in 2014, and PDL and Hongmai Juxin in 2015. These acquisitions have shown positive development, particularly the synergy from Shanghai Hongzhi [3] - The failure of an acquisition in August was due to changes requested by the counterparty regarding key terms in the letter of intent, leading to the termination of the asset purchase [3] Group 3: International Business Development - The company's overseas business is strong, with two-thirds of revenue coming from international operations, primarily in the US and Japan [3] - The company has nearly 500 employees in the US, indicating rapid growth in its international workforce [3] Group 4: Collaboration with Major Tech Firms - The company has been a technology R&D service provider for major tech firms (BAT) and is transitioning some business to an ODC model [3]

Group 1: Company Overview and Business Transformation - BoYan Technology was established in 1995 and has undergone significant transformation since 2014, shifting from IT service outsourcing to industry solutions [2][3] - The company was listed on the SME board in 2012, with traditional IT service outsourcing facing challenges such as rising labor costs and currency appreciation [2] - The company has three main transformation directions: Financial IT, Big Data, and Cloud Services [3] Group 2: Financial IT Business - The Financial IT business generated approximately 1.7 billion in revenue in 2014 and around 3 billion in 2015, indicating rapid growth [2][3] - The company has accumulated clients and solution capabilities in this sector, supporting future growth [3] Group 3: Big Data Business - The acquisition of Hongmai Juxin, a big data company specializing in public opinion analysis, has strengthened the company's capabilities in the big data application field [3] - The integration of internal big data operations is expected to enhance synergy [3] Group 4: Cloud Services Business - The Cloud Services business began planning in 2014, with revenue generation starting in 2016 and expected to grow rapidly in the coming years [3] - The company acquired a 70% stake in 1Strategy, a cloud consulting firm, enhancing its full product line capabilities from consulting to implementation [3] - The cloud migration business is anticipated to have significant market potential, with a gross margin of approximately 40%-60% and a net profit margin of 20%-40% [4] Group 5: Revenue Model and Future Outlook - Migration services are charged as a one-time fee, while operational maintenance generates ongoing revenue, estimated at 10%-20% of initial migration income [3] - The company emphasizes automation in cloud migration, allowing fewer personnel to serve multiple clients, contrasting with traditional ERP implementations that rely heavily on consulting [4]

Group 1: Cloud Business Development - The company has extensive experience in IT services, with a strong customer base and technical capabilities, particularly in the U.S. market, where the cloud service business is rapidly developing [2][3] - The cloud service business is driven by a team of 70% from the U.S. Seattle office and the remaining from the Hangzhou team in China [2] - The company recently acquired a cloud consulting firm in the U.S. with around 20 employees, enhancing its capabilities across the entire product line from consulting to implementation and operations [2] Group 2: Market Trends and Service Offerings - The U.S. public cloud service market is leading, and the domestic cloud service market is expected to mature over the next 2-3 years [3] - The company's cloud services include cloud consulting, migration, implementation, and operations [3] - Public cloud providers like Microsoft focus on architecture and technology development rather than implementation and operations, leading to a trend where cloud migration and implementation services will grow rapidly in the domestic market [3] Group 3: Revenue and Profitability - The revenue from post-migration operations accounts for approximately 10%-20% of initial revenues, with consulting and migration implementation recognized in the current period [3] - Gross margins for migration services in the U.S. market range from 40%-60%, with net profits between 20%-40% [3] - The gross margin for cloud migration services differs significantly from ERP implementation due to the reliance on automation in cloud migration, allowing fewer personnel to serve multiple clients [3]

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：01 | --- | --- | --- | |----------------|--------------------------------|-----------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | （请文字说明其他活动内容） | | 参与单位名称及 | | 太平洋证券：徐中华、李健、张际 | | 人员姓名 | 中信证券：刘雯蜀、阳嘉嘉 | | | 时间 | 2016.1.26 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 - 韩超 | | | 员姓名 | 证券部 张 ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：05 | --- | --- | --- | |----------------|-----------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：06 | --- | --- | --- | |----------------|--------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：07 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会 ...

证券代码：002649 证券简称：博彦科技 博彦科技股份有限公司 投资者关系活动记录表 编号：02 | --- | --- | --- | |----------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | ...