Group 1: Market Analysis - The market space for electronic evidence is continuously expanding due to factors such as the legalization of electronic evidence, new industry expansions, channel penetration, and technological advancements [2][3]. - Demand varies by region, with some areas showing higher demand for mobile evidence products while others prefer public opinion products and services [3]. Group 2: Financial Performance - The company's performance is seasonal, with approximately two-thirds of annual revenue typically generated in the second half of the year, and the fourth quarter accounting for about half of the annual revenue [3]. - The gross profit margin has improved due to strong sales of new products, such as mobile evidence products, and an increase in service revenue as products transition to services [4][6]. Group 3: Product and Service Insights - The company’s supercomputing center primarily supports internal services but also provides resources to government departments, research institutions, and park enterprises [4]. - The company offers two main types of video evidence products: front-end image capture devices and back-end image analysis devices [4]. Group 4: Revenue Generation and Market Potential - The annual fee for enterprise certification under Wancheng Credit is approximately 80,000 to 90,000 RMB, with label charges ranging from 0.05 to 0.15 RMB per piece, indicating significant market potential [5]. - The server security software from Shuyun Technology has an installation base of approximately several hundred thousand units, primarily promoted through free internet marketing [5]. Group 5: Competitive Landscape - Domestic products have a competitive advantage over foreign products due to better localization, timely response, and enhanced security, leading to an increasing market share for domestic products in recent years [6]. - The company faces limited competition with other firms like Landun, as their business focuses on different aspects of evidence analysis [6].

Group 1: Company Overview - The company has over 2 million users for its cloud storage service, "存证云" (Evidence Cloud), which is aimed at the civilian market [3] - The revenue from criminal technology products was 15 million yuan last year, indicating a growing market demand [3] - The company has approximately 30 personnel in its criminal investigation department [4] Group 2: Financial Performance - The revenue from electronic data forensics has maintained a growth rate of 20%-30% since the company went public [4] - The company reported a significant increase in net profit for the first half of the year, attributed to strong sales performance and the consolidation of a recent acquisition [7] - The company’s network information security product revenue declined last year due to a shift from system building to service provision [5] Group 3: Market Strategy - The company is expanding into traditional business-related fields while gradually entering the civilian market, which has a high differentiation and replication cost [3] - The promotion of "存证云" is conducted through a combination of online and offline strategies, including partnerships with legal associations [6] - The company’s sales model in the criminal investigation field is similar to traditional marketing, focusing on training to drive sales [6] Group 4: Product Development - The company has developed a video evidence collection system that is currently on the market [4] - The update cycle for electronic data forensics products aligns with the typical 3-5 year cycle of electronic devices [9] - The company is actively expanding its business into food safety and inspection areas through partnerships and new projects [9]

Group 1: Company Overview - The company is expanding its business from traditional sectors to new areas such as the judiciary and customs [3] - The company has established a big data center to support research and business development [4] - Revenue growth over the past few years has been around 30%-40% [6] Group 2: Product Development - Video evidence collection is a new product launched this year, expected to be a significant development direction [3] - The company has developed specialized equipment for video evidence collection, which includes image capture and analysis devices [5] - The company is focusing on service-oriented product transformation, which has led to changes in product structure and sales [4] Group 3: Market Expansion - The company is exploring new industries through cooperation and acquisitions to enter markets more quickly [6] - Demand from new sectors such as customs, industry and commerce, and the judiciary is increasing [4] - The company is developing simplified versions of its products for clients in the customs and judiciary sectors [6] Group 4: Competitive Landscape - Major foreign competitors include GSI and UBIC, with GSI focusing on evidence software systems and UBIC on service models [7] - The company emphasizes its unique technological advantages in video evidence collection [5] Group 5: Strategic Partnerships - The company has engaged in strategic cooperation with Quanzhou Industry and Commerce to develop new technology applications and training programs [7] - The company has conducted nearly 10 training sessions this year related to electronic evidence collection for industry and commerce [7] Group 6: Future Outlook - The company plans to increase human resource investment next year to maintain ongoing research and development capabilities [4] - The government’s increasing demand for information security products is expected to boost domestic procurement needs [8]

Group 1: Company Overview and Operations - The company focuses on ecological origin certification, product traceability, and anti-counterfeiting labels, with an annual certification fee of approximately 80,000 to 90,000 RMB and label charges ranging from 0.05 to 0.15 RMB per item [2] - The company has seen significant growth in training demand, particularly from new sectors such as the judiciary and commerce [2] - The company has established a joint venture named Wancheng Credit, indicating expansion in its service offerings [3] Group 2: Market Position and Competition - The domestic product market share has been increasing due to strong local adaptability and user demand [3] - The company’s electronic data forensics products have the highest revenue share, driven by rapid growth in new business sectors such as the judiciary and public security [4] - The company competes with international firms like GSI in the U.S. and UBIC in Japan, focusing on data analysis rather than direct competition in operational design [3][5] Group 3: Financial Performance - Service revenue increased by over 90% in the first half of the year, attributed to the transition from product to service offerings and the growth of cloud services [5] - The company’s income from government departments constitutes a significant portion of its revenue, with detailed figures available in the semi-annual report [7] - The company has secured a customs project, expected to generate revenue within the current year [6] Group 4: Future Development and Strategy - The company plans to enhance its mobile forensics products, which are anticipated to be a key growth area [4] - Future developments include launching a corporate version of the evidence cloud and expanding services in the legal sector [4] - The company is focusing on server security products and plans to introduce value-added services for enterprises [8]

Group 1: Company Overview and Recent Activities - Xiamen Meiya Pico Information Co., Ltd. is actively engaging in investor relations through site visits and discussions with specific stakeholders [2][3]. - The company has recently acquired Jiangsu Taxsoft and New Dehui, focusing on enhancing its core business through strategic acquisitions [3][4]. Group 2: Financial Performance and Projections - Jiangsu Taxsoft achieved a net profit of CNY 15.6 million last year and is projected to reach CNY 31 million this year [4]. - The company anticipates a stable annual growth rate of 20%-30% for its internal operations, excluding acquisitions [8]. Group 3: Market Demand and Product Development - There is a growing demand for electronic evidence collection products, particularly as electronic invoicing becomes more prevalent [4][5]. - The company is expanding its product lines in video analysis and big data information technology, which are expected to be key growth areas in the coming years [8]. Group 4: Strategic Direction and Future Plans - The company plans to enhance its market presence through both horizontal expansion into new sectors and vertical integration within existing markets [6][8]. - Future business growth will focus on public security systems, as well as new industries such as inspection, taxation, and customs [8]. Group 5: Acquisition Strategy - The company is pursuing a multi-faceted acquisition strategy, targeting mature businesses that align with its operational focus for quick returns [7]. - Long-term plans include establishing an industrial investment fund to support strategic investments and project incubation [7].

Group 1: Company Overview - Meiya Pico is a leading company in the electronic data forensics industry in China, focusing on technology research and product sales related to electronic data forensics and cybersecurity [3] - The company offers four main product series: electronic data forensics, large search, big data analysis, and video collection and analysis [3][4] - Meiya Pico is one of the two publicly listed companies in the global electronic data forensics industry [5] Group 2: Product and Service Details - Electronic data forensics includes a full range of products for data collection, analysis, and evidence preservation, primarily used by law enforcement agencies [4][5] - Video collection and analysis products enhance the efficiency of video and image analysis, applicable in various public security sectors [5] - Big data analysis services are provided to law enforcement and administrative departments, with a strategic agreement signed with the National Information Center to expand internet government big data services [6] Group 3: Recent Developments and Acquisitions - The company acquired a 51% stake in Wuhan Daqian to enter the video analysis market, capitalizing on the growing demand for video data analysis [12][13] - Strategic cooperation agreements have been established with the National Information Center and the Chinese Academy of Social Sciences to jointly develop big data services [13] - The establishment of a subsidiary, Zhengxin Century, focuses on the market application of electronic identity authentication technology [13] Group 4: Financial Performance and Projections - Jiangsu Taxsoft's net profit grew from 9.15 million in 2013 to 15.6 million in 2014, with a gross margin of 90% and a net profit margin exceeding 30% [10] - Profit forecasts for Jiangsu Taxsoft for 2015, 2016, and 2017 are projected at 31.1 million, 41.6 million, and 50.6 million respectively, indicating a compound annual growth rate of 48% from 2014 to 2017 [10] Group 5: Market Outlook and Strategic Vision - The demand for electronic tax inspection and analysis is expected to grow due to increasing tax revenue, which has surpassed 10 trillion, and the rise in tax violations [9] - The company aims to continue its external acquisition strategy, focusing on complementary or synergistic targets related to its business strategy [14]

Group 1: Company Overview - Meiya Pico is a leading company in the electronic data forensics industry in China, focusing on network security and information technology [9] - The company's main business consists of "four major products and four major services," including electronic data forensics, video analysis, and big data information products [9] Group 2: Financial Performance - The criminal technology product line has seen over 60% growth in the first half of the year, driven by new products such as electronic data collection and analysis platforms [2] - Jiangsu Taxsoft reported total revenue of over 44 million yuan and a net profit of over 15.6 million yuan last year, with an expected net profit of over 31 million yuan this year [3] Group 3: Strategic Initiatives - The company plans to acquire 100% of Jiangsu Taxsoft, enhancing its capabilities in tax inspection solutions [21] - Meiya Pico aims to further expand its criminal investigation information market by acquiring the remaining 49% of Zhuhai Xindehui [22] - The company is entering the billion-level video analysis market through a partnership with Wuhan Daqian [23] Group 4: Product and Service Development - The company has developed various cloud services, including evidence cloud, search cloud, and data services, to support its "small products, big services" strategy [4] - Meiya Pico has signed strategic cooperation agreements with the National Information Center and the Chinese Academy of Social Sciences to enhance big data services [24][25] Group 5: Market Expansion and Collaboration - The company is leveraging the "Belt and Road" initiative to promote international market expansion and technology exchange [4] - Meiya Pico has established a national copyright trading center to enhance its copyright services and has won the WIPO Copyright Gold Award [29] Group 6: Talent Development - The company has signed a strategic cooperation agreement with Xiamen University to promote talent cultivation in the field of network security [31]

编号：2015-10-01 证券代码：300188 证券简称：美亚柏科 厦门市美亚柏科信息股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|----------------------|-------------------------------------------------------|-------| | | | | | | 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 | | 浙商证券鲁立；东吴人寿吴琳娜；招商证券徐文杰；沣杨 | | | 人员姓名 | 资产吴亮、王海军共计 | 5 人。 | | | 时间 | 2015 年 10 月 | 28 日下午 14:00-16:30 | | | 地点 | 厦门软件园二期观日路 | 12 号美亚柏科大厦 | | | 上市公司接待人 | | 董事会秘书李滢雪、证券事务专员姚惠娟 | | | ...

编号：2015-12-02 证券代码：300188 证券简称：美亚柏科 厦门市美亚柏科信息股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------| | | | | | 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 | | 财达证券钟丹心、王涛、任旌彪；海顺证券李杰、易佳佳等 | | 人员姓名 | 人。 | | | 时间 | 2015 年 12 月 4 | 日下午 15:00-17:00 | | 地点 | 厦门市软件园二期观日路 | 12 号美亚柏科大厦 | | 上市公司接待人 | | 董事会秘书李滢雪、证券事务专员姚惠娟、陈琼 | | 员姓名 | | | | 投资者关系活动 | 一、公司参观 | | | 主要内容介绍 ...