Group 1: Business Layout - The company continues to focus on three main areas: data security, mobile internet, and mobile payment services [2] - The business has expanded to include tax services and two new directions: O2O e-commerce and trusted terminals, forming a "three big, three small" business layout [3] Group 2: Financial IC Card Products - The financial IC card market is expected to grow over the next two years, but the growth rate will slow down [3] - In the first half of 2014, the company issued approximately 60 million financial IC cards, maintaining its leading position in the industry [3] - Due to increased market competition, the sales price and gross margin of financial IC card products are expected to decline [3] Group 3: Financial Terminal Products - The internet financial terminal is a device for online card transactions, offering various functions such as online payments and balance inquiries [3] - The company has won a bid for the Industrial and Commercial Bank of China's financial IC card multifunction terminal project and has received a small number of orders [3] Group 4: Education Cloud Project - The national education informatization development plan is gradually being implemented, and the education cloud market has broad prospects [3] - The company is responsible for the construction and maintenance of the national education resource public service platform and has secured multiple regional education cloud projects [3] - The company aims to leverage its first-mover advantage to capture market share in regional education cloud platform construction and explore business models related to platform operations [3] Group 5: Mobile Payment Services - The company's wholly-owned subsidiary, Qindong Network, continues to provide integrated solutions for payment and collection to industry clients [4] - Qindong Network has established partnerships with several banks, including Citic Bank and Industrial Bank, leading to an increase in merchants, users, and transaction volume [4] - The company is actively expanding its market reach and aims to achieve profitability soon [4] Group 6: Trusted Terminals and Security Applications - With the rapid development of mobile internet, security issues related to mobile terminals and applications need urgent attention [4] - The company has invested in Wuhan Guohua Technology Co., Ltd. to focus on overall security solutions for mobile terminals and the development, sales, and operation of security applications [4] - The company is attempting to collaborate with relevant industry chain manufacturers to jointly explore the trusted terminal and security application market [4]

Group 1: Business Layout - The company continues to focus on three main directions: data security, mobile internet, and mobile payment services [2][3] - Expanded business includes tax service and new directions in O2O terminals and security applications, forming a "three big, three small" business layout [3] Group 2: Financial IC Card Products - The financial IC card market remains strong, with over 60 million cards sold in the first half of 2014, maintaining industry leadership [3] - Due to increasing competition, sales prices and gross margins for financial IC card products are expected to decline [3] Group 3: Mobile Payment Products - Near-field payment market is entering a rapid development phase, with major telecom companies completing IM card procurement tenders [3] - The company won the SWP-SIM project with China Mobile, achieving a leading market share, although the winning bid price has significantly decreased [3] Group 4: System and Service Business - The company is expanding its system and service business market, leveraging its customer resources and application integration capabilities in finance and transportation [3][4] - Currently, the company has been shortlisted for multiple city one-card online service platforms and bank TSM platform projects [3][4] Group 5: Mobile Internet Business - The mobile internet business focuses on "He Life" (formerly "Wireless City"), education cloud, and O2O e-commerce [4] - Revenue primarily comes from platform development, upgrades, and operational maintenance fees for mobile payment services [4] Group 6: Mobile Payment Service Development - The wholly-owned subsidiary, Qindong Network, continues to provide integrated solutions for payment services to industry clients [4] - Partnerships with several banks have been established, leading to an increase in merchant and user numbers, with plans for rapid growth in industry users [4] Group 7: Tax Service Business - With the promotion of the national VAT reform policy, industries such as telecommunications, construction, and finance will gradually fall under the VAT reform scope, leading to rapid market growth for tax control products and services [4][5] - The company is working to enhance its market layout in the tax service industry, aiming for it to become a new profit growth point [5]

Group 1: Business Layout - The company focuses on three main directions: data security, mobile internet, and mobile payment services [2][3] - The business has expanded to include tax services and two new business directions: O2O e-commerce and trusted terminals [3] Group 2: Data Security Business Development - Data security is the primary source of revenue and profit, including card, system, terminal, and service segments [3] - The company has seen continuous growth in financial IC card issuance, maintaining a leading market position [3] - The company won the largest share in the China Mobile SWP-SIM card procurement project, although the winning bid price has decreased significantly [3] Group 3: Mobile Internet Business Development - The mobile internet business includes the "He Life" platform and education cloud projects, with ongoing development and upgrades in multiple provinces [4] - Revenue primarily comes from platform development and maintenance fees, with steady progress in the education cloud market [4] Group 4: Mobile Payment Services Development - The wholly-owned subsidiary, Qingdong Network, focuses on comprehensive mobile payment solutions for vertical industries, with growth in merchant numbers and transaction volumes [4] Group 5: Tax Services Business Development - The expansion of the "VAT reform" pilot industries is expected to significantly increase user scale and rapidly develop the tax control product and service market [4] Group 6: Trusted Terminals and Security Applications - The rapid development of mobile internet raises urgent security issues for mobile terminals and applications, presenting a broad market prospect [4] - The establishment of Wuhan Guohua Technology Co., Ltd. aims to provide overall security solutions for mobile terminals and applications [4]

Group 1: Company Overview - The main business focus of Tianyu Information includes data security, mobile internet, and payment services [2][3] - The parent company and its subsidiary Tianyu Xintong specialize in data security [2] Group 2: Data Security Business - Data security is the primary source of revenue and profit, encompassing cards, systems, terminals, and services [3] - Smart cards used in communication, finance, social security, and transportation are the backbone of the data security business [3] Group 3: Trusted Terminal Business - The demand for trusted execution environments is increasing due to rapid information technology development [3] - The company is developing a secure operating system for mobile terminals and exploring partnerships with terminal chip manufacturers [3] Group 4: Mobile Internet Business - The mobile internet business includes projects like "He Life" (formerly "Wireless City") and "Education Cloud" [3] - The company is actively exploring the regional e-commerce market [3] Group 5: Payment Services Business - The payment services provided by Qingdong Network focus on offering convenient and secure payment solutions in vertical industry applications [4] - The payment services business is still in its early stages, with efforts to expand market reach and user base [4] Group 6: Future Development Strategy - The company's strategy is centered around "cloud" and "end," integrating products and services [4] - Emphasis on leveraging mobile internet opportunities, developing trusted terminal security solutions, and innovating in data security and e-commerce platforms [4] Group 7: Equity Incentive Plan - The company is actively exploring equity incentive methods suitable for its actual situation [4]

Group 1: Business Overview - The company focuses on data security, online education, payment services & internet finance, and comprehensive taxpayer services [1] - Data security services include financial IC cards, communication smart cards, mobile payment cards, and embedded security modules [2] - Online education services are centered around K12 education cloud platform development and operation [2] Group 2: Online Education Business - The national education informatization plan aims for broadband network access in schools and the establishment of educational resource public service platforms [2][3] - The next five years are critical for achieving the ten-year planning goals in education informatization [3] - The company’s K12 online education solutions integrate cloud platforms, application systems, and online learning platforms to meet user needs [3][4] Group 3: Market Expansion - The company has been awarded contracts for regional education cloud platform projects in various provinces and cities, leading to a leading market share in this field [4] - The company’s online education business is positioned as cloud + end, product + service, and TO B + TO C [4] Group 4: Taxpayer Services - The expansion of the "VAT reform" has significantly increased the market demand for tax control devices [5] - The company’s taxpayer service business leverages the rigid demand for tax control devices to provide value-added services [5] Group 5: Mobile Payment & Internet Finance - The mobile payment services are designed to provide industry-specific financial payment solutions [6] - The company’s mobile terminal security services utilize TEE technology to ensure secure mobile transactions [6] - The smart retail O2O business aims to enhance offline consumer experiences through big data analysis and marketing [6] Group 6: Business Outlook - The company anticipates breakthroughs in revenue sources from tax control devices, mPOS, and online education, leading to a more balanced income stream [7] - An employee stock incentive plan has been implemented at the subsidiary level to enhance employee engagement [7]

证券代码：300205 证券简称：天喻信息 武汉天喻信息产业股份有限公司 | --- | --- | --- | --- | --- | |----------------|-----------------------------|--------|----------------------------------------------------------|--------| | | | | | | | | ■ 特定对象调研 □分析师会议 | | | | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | | □ 现场参观 □其他 | | | | | 参与单位名称及 | 申万宏源证券 | 王建伟 | 上海湘禾投资 | 宋磊 | | 人员姓名 | 国泰君安资管 | 李帆 | 日兴资管 | 杜毅忠 | | 时间 | 2015 年 4 月 21 | 日 | | | | 地点 | 公司 308 会议室 | | | | | | 董事会秘书 江绥 | | | | | 上市公司接待人 | 投资总监 张煜 | | | | | 员姓名 | ...

证券代码：300205 证券简称：天喻信息 武汉天喻信息产业股份有限公司 | --- | --- | --- | --- | --- | |----------------|--------------------------|--------------------------|--------------|--------| | | | | | | | | ■ | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | | 类别 | □ | 新闻发布会 □路演活动 | | | | | □ | 现场参观 □其他 | | | | | 海通证券 | 陈基明 | 兴业证券 | 于腾达 | | | 安信证券 | 郑震湘、安永平 | 华泰证券 | 高宏博 | | | 上投摩根基金 | 黄进、叶敏 | 长安基金 | 陈莉敏 | | 参与单位名称及 | 沣杨资管 | 王海军 | 泓盛资产 | 饶海宁 | | | 国联安基金 | 张汉毅 | 长城基金 | 余欢 | | 人员姓名 | 中银基金 | 范庭芳 | 财通证券资管 | 章昊秋 | | | 长信基金 | 谢恒 | 富 ...

证券代码：300205 证券简称：天喻信息 武汉天喻信息产业股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------------------|----------|--------------------| | | ■ | 特定对象调研 □分析师会议 | | | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | | 类别 | □ | 新闻发布会 □路演活动 | | | | | □ | 现场参观 □其他 | | | | | 中信证券国际 | 周文英 | 国泰投信 | 黄馨慧 | | 参与单位名称及 | 群益投信 | 颜世龙 | 复华投信 | 颜毓静 | | 人员姓名 | 爱建证券 | 陈歆伟、朱志勇 | 望正资本 | 旷斌 | | 时间 | 2015 年 11 月 19 | 日下午 | | | | 地点 | 公司 308 会议室 | | | | | 上市公司接待人 ...

证券代码：300205 证券简称：天喻信息 武汉天喻信息产业股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |----------------|----------------------------|--------|----------------------|--------| | | ■ 特定对象调研 □分析师会议 | | | | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | | | | | □ 新闻发布会 □路演活动 | | | | | 类别 | □ 现场参观 | | | | | | □其他 | | | | | | 安信证券 | 郑震湘 | 嘉实基金 | 周加文 | | | 招商证券 | 周炎 | 深圳太和投资 | 李润润 | | 参与单位名称及 | 广发基金 | 刘健维 | 长信基金 | 叶松 | | 人员姓名 | 浦银安盛基金 | 刘佳玮 | 博时基金 | 陈伟 | | | 武汉富颐投资 | | 程国栋、汪天明、王欣 | | | 时间 | 2014 年 11 月 19 | 日 | | | | 地点 | 公司 308 会议室 | | ...

证券代码：300205 证券简称：天喻信息 武汉天喻信息产业股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |----------------|-----------------------------|--------------------------------------------------------|------------| | | ■ 特定对象调研 □分析师会议 | | | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | | | 类别 | □ 新闻发布会 □路演活动 | | | | | □ 现场参观 □其他 | | | | | 诺安基金 | 海富通基金 | 施敏佳 | | 参与单位名称及 | 中信证券 | 平安养老保险 | 张孝达 | | 人员姓名 | 国投瑞银 | 兴业证券 | 林静、张凯 | | | 长江证券 | 胡路、李振、彭勃、李剑 | | | 时间 | 2015 年 4 月 16 | | | | 地点 | 公司 308 会议室 | | | | | 董事会秘书 江绥 | | | | 上市公司接待人 | 投资总监 张煜 | | | ...