Business Overview - The company has five main business segments: Traditional ERP and related information technology, Smart Manufacturing Implementation Services, Third-party Cloud Computing Products and Services, Own Cloud, and Operations and Maintenance [2][3]. - Traditional ERP and related IT services contribute approximately 50% of revenue, expected to remain the main revenue source for the next 1-2 years [2]. - Smart Manufacturing Implementation Services accounted for about 20% of revenue in the first half of the year, with a growth rate faster than the overall company growth [2]. - Own Cloud products are expected to generate a contract amount of 100 million yuan and a profit of around 10 million yuan this year, with a projected profit contribution of 10% next year [2][4]. Financial Performance - In the first half of 2017, the company achieved a revenue growth of 32.26%, while the main cost grew by 30.42% [2]. - Net profit attributable to shareholders increased by 22.83%, with a growth of 18.16% in net profit after excluding non-recurring gains and losses [2]. - Operating profit growth exceeded 40% when excluding non-operating factors, significantly outpacing revenue growth [2]. Cloud Transformation Impact - Cloud computing presents more opportunities than challenges for the company, as it lowers IT spending thresholds and increases demand from enterprises [3][4]. - The average project size is decreasing, but the acceptance of remote implementation is increasing, leading to higher gross margins compared to traditional implementations [4]. - The company maintains a focus on high-end information services, emphasizing specialized services for large enterprises rather than shifting towards small and medium enterprises [4]. Future Outlook - The company anticipates a revenue growth of 30-40% for the full year, with similar profit growth levels [5]. - The market for enterprise information services is expected to continue expanding, with a significant supply-demand gap [5]. - The company plans to increase its market share in enterprise services over the next 2-3 years, leveraging its professional service capabilities and cloud technology reserves [5]. Customer and Service Insights - The number of core customers has been growing steadily, with an annual increase of 10-20% [4]. - The company provides integrated services for internet companies, including financial systems and complex revenue management solutions [5]. - The company is exploring supply chain finance as a value-added service, with a factoring business balance of nearly 400 million yuan and an interest income of 10 million yuan [6].

证券代码：300170 证券简称：汉得信息 上海汉得信息技术股份有限公司 投资者关系活动记录表 编号：2017-003 | --- | --- | --- | |----------------|------------------------------|----------------------------------------------------------| | | | | | 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 （ 半年度报告 交流 ） | | | 参与单位名称及 | | 一村投资胡冰、新时代证券田杰华、拾贝投资刘佳琪、兴业证 | | 人员姓名 | | 券陈冠呈、海通证券杨林、上海证券陆傅懿、交银施罗德刘庆 | | | | 祥、千般资本陈菲、海富通基金黄浩、宏流投资杨光睿、安信证 | | | | 券李京洋、东方证券邵进明、国海证券孙乾、国泰君安徐紫薇、 | | | | 泛海控股孙涛、锦臻资产王磊、光大证券卫书根、中国南山陈 ...

证券代码：300170 证券简称：汉得信息 上海汉得信息技术股份有限公司 投资者关系活动记录表 编号：2019-003 | --- | --- | --- | |----------------|-------------------|----------------------| | | | | | 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 （ 2 019 | 年半年度报告 交流 ） | | 参与单位名称及 | 东兴证券 叶盛 | | | 人员姓名 | 爱建证券 潘永杰 | | | | | | | | 天谷投资 李昀奥 | | | | 中金公司 孙瑶月 | | | | 东吴证券 王紫敬 | | | | 申万宏源 黄忠煌 | | | | 申万宏源 宁柯瑜 | | | | 平安资管 苏晟宇 | | | | 中信建投 吴桐 | | | | 光大证券 卫书根 | | | | 东方证券 张开元 | | | --- | --- | --- | |----- ...

机构调研纪要 | --- | --- | --- | --- | |----------|--------------------------------------|--------------------------------------------------------------------------------------|--------------------------------| | | | | | | 会议目的 | 2019 | 年半年度报告业绩交流会会议交流 | | | | 交流机构 | 东吴证券、申万宏源、东方证券等 20 余家机构 | | | 参加人 | 汉得信息 | 汉得信息董秘暨财务总监沈雁冰先生 | | | 会议地点 | 汉得信息青浦园区 | 日期 | 2019-09-03 | | 讨论纪要 | | | | | 2019 | 年半年度经营情况概要说明： | | | | | 2019 年上半年，公司实现营业收入 | 1,603,315,088.52 元，同比增长 | 22.15%；实现归属于 | | | 上市公司普通股股东的净利润 | 168,175,750.31 元，同 ...

Group 1: Investor Relations Activity - The activity involved a third-quarter report exchange meeting on November 1, 2017 [1][2] - Participants included representatives from various securities firms and investment companies [1] Group 2: Meeting Details - The meeting was held at Han's Information Qingpu Park [1] - Key company representatives included the Secretary of the Board, Mr. Li Xiping, and the Chief Financial Officer, Mr. Shen Yanbing [1]

机构调研纪要 | --- | --- | --- | --- | --- | |--------------------------------|----------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------|----------------------|------------| | 会议目的 \n参加人 \n会议地点 | 2017 年 11 月 1 \n交流机构 \n汉得信息 \n汉得信息青浦园区 | 日第三季度报告业绩交流会会议交流 \n华泰证券、招商证券、光大证券等 \n汉得信息董秘李西平先生、汉得信息财务总监沈雁冰先生 \n | 20 余家机构 \n日期 | 2017-11-01 | | 讨论纪要 | | | | | Q.三季报毛利率环比出现下滑以及利润率下降的原因？？ 答： ...

证券代码：300170 证券简称：汉得信息 上海汉得信息技术股份有限公司 投资者关系活动记录表 编号：2019-001 | --- | --- | --- | |----------------|-------------------|------------------------------------------------------| | | | | | | | | | 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 （ 2 01 8 | 年年度报告 交流 ） | | 参与单位名称及 | | 敦和资管，周瑞剑；丹羿投资，朱亮；中银国际，孙业亮； | | 人员姓名 | | 平安资管，刘飞；勤远投资，傅真卿；银河基金，郑巍山； | | | | 新时代证券，刘航；太平洋证券，王文龙；方正证券，安永 | | | | 平；湖南万泰华瑞，张春童；上海林孚投资，姜军；南方基 | | | | 金，罗安安；力昱资本，程斌；财通资管，肖令君；东吴证 | | | ...

机构调研纪要 | --- | --- | --- | --- | |--------------------------------|----------------------------------------------------------------------------------|---------------------------------------------------------------------------|--------------------------------------------------------------------------------------| | 会议目的 \n参加人 \n会议地点 | 2018 年年度报告业绩交流会会议交流 \n交流机构 \n汉得信息 \n汉得信息青浦园区 | 40 余家机构 \n汉得信息董秘李西平先生、汉得信息财务总监沈雁冰先生 \n日期 | 2019-4-17 、 2019-04- 18 | | 讨论纪要 | | | | | 2018 年报和 | 2019 一季报概要说明： | | | | 2018 | 年度， ...

机构调研纪要 | --- | --- | --- | --- | --- | |--------------------------------|----------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------|----------------------|------------| | 会议目的 \n参加人 \n会议地点 | 2018 年 4 月 20 \n交流机构 \n汉得信息 \n汉得信息青浦园区 | 日 2017 年年度报告业绩交流会会议交流 \n国泰君安、兴业证券、光大证券等 \n汉得信息董秘李西平先生、汉得信息财务总监沈雁冰先生 \n | 20 余家机构 \n日期 | 2018-04-20 | | 讨论纪要 | | | | | Q. 年报数据和快报相比有哪些主要的 ...

证券代码：300170 证券简称：汉得信息 上海汉得信息技术股份有限公司 投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |----------------|------------------------------|----------------------------------------------------------| | | | | | 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 （ 2 017 | 年年度报告 交流 ） | | 参与单位名称及 | | 交银施罗德刘庆祥、安信证券李京洋、浙商证券耿军军、中信 | | 人员姓名 | | 建投证券程杲、渤海证券王洪磊、长江证券袁祥、东吴证券薛 | | | | 翔、中信证券张若海、中金计算机黄丙廷、东方财富证券李博 | | | | 伦、中泰证券资管杜厚良、国泰君安郑宇舟、华安证券袁晓雨、 | | | | 上海华信证券陈晓晨、海通证券洪琳、宝盈基金朱 ...