证券代码：300250 证券简称：初灵信息 杭州初灵信息技术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 | | 海通证券夏庐生；中银国际宋佳佳；国都证券苏国印；磐耀资 | | 人员姓名 | | 产管理冉庚；上海承周资产管理陈祎；宏道投资王亮；永禧投 资龚鹰武；尚科投资沈君；浙商创投陈伟民；普尔投资廖龙欢 | | 时间 | 2016 年 5 月 12 日上午 | 10：00 | | 地点 | 公司会议室 | | ...

证券代码：300250 证券简称：初灵信息 杭州初灵信息技术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 | | 西南证券程硕；天风证券姜佳汛；华泰证券汪磊 | | 人员姓名 | | | | 时间 | 2017 年 5 月 11 日 | 14： 00 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 董事会秘书、财务总监许平 | | | | 1 、公司基本情况介绍。 | | | | 答：公司从 1999 | 年成立开始就做数据接入，原接入设备 | | | 种类很多，现在 4G | ...

证券代码：300250 证券简称：初灵信息 杭州初灵信息技术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 | | 兴业证券王俊贤；千般资本刘佳；财通证券杨旌；华商基金周 | | 人员姓名 | | 修启；星火投资于晓东；蝶彩资产陈智林；申万宏源何俊锋、 | | | 金胡卫兵；玖歌投资杜文杰 | ...

证券代码：300250 证券简称：初灵信息 杭州初灵信息技术股份有限公司 投资者关系活动记录表 编号：2020-001 | --- | --- | --- | |----------------|--------------------------------|-------------------------------------| | | | | | | R | 特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ 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） | | | 财通证券 赵成 如山资本 朱琼 | | | 参与单位名称及 | | 优益增投资 范院勤 宝基投资 王伟霄 | | 人员姓名 | | 道鸿资产 宋峰 中舍资产 彭小燕 | | | | 红骅投资 陈杰 明源管理 俞志远、叶俊 | | | 兴业证券 金敏、周庆峰 | | | 时间 | 2020 年 9 月 4 日 | | | 地点 | 初灵信息会议室 | | | 上市公司接待 | 董事长兼总经理：洪爱金先生 | | | 人员姓 ...

Group 1: Company Overview - The company focuses on providing information data access solutions and has expanded through acquisitions, including Shenzhen Boruide and Beijing Shidake, to enhance its capabilities in big data access, mining, and application [1] - The company holds over 50% market share in DPI collection for Unicom and around 30% for Telecom and Mobile, establishing a strong technical foundation in the telecommunications industry [1] Group 2: Financial Performance - The company's profit in the first three quarters of the year has decreased year-on-year, primarily due to a significant decline in the parent company's performance [1] - The company has faced challenges with its small PTN product due to testing and other factors, leading to slower progress in winning bids across provinces [2] Group 3: Product Development and Market Strategy - New products such as PON long-distance products and high-speed copper axis modems have been actively promoted, with orders gradually forming in the third quarter [2] - The company is cautiously expanding its existing business in the cable broadband access sector due to slow payment and low gross margins from the broadcasting industry [2] Group 4: Business Progress and Partnerships - Boruide has met its performance commitments in the past two years, with a positive trend expected, while Beijing Shidake's performance has remained stable [2] - The company has developed customized services for major clients like ICBC and China Telecom, with over 100,000 enterprise users for its standard version of micro-add services [2] Group 5: Data Application and Monetization - The company is advancing its video big data processing and analysis platform, providing operators with multi-dimensional data analysis tools [3] - In the advertising sector, the company is leveraging user demand data for precise ad placement, which is a key method for monetizing data assets [3] - The company is collaborating with Jiucifang to develop credit reporting services, aiming to build a comprehensive big data industry chain [3]

证券代码：300250 证券简称：初灵信息 杭州初灵信息技术股份有限公司 投资者关系活动记录表 编号：2020-002 | --- | --- | --- | |----------------|-------------------------------|---------------------------------------| | | | | | 投资者关系 | R 特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | | 活动类别 | □ 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） | | | | 银万资本 李刚、张晓波 明悦资产 孙毅清 | | 参与单位名称及 | 华西证券 裘惊韬 方正证券 陈学 | | | 人员姓名 | | 恒畀资产 叶恩东 傲创资产 戴俊彦 | | | | 湖汇山投资 郑志刚 上海铭鑫投资 戴国贤 | | | | 新俊逸投资 胡益帆 华君资产 郐宏委 | | | | 君元资产 潘吉生 财通证券 庞杰、许航仪 | | | | 滕华资产 王竺慧 国泰君安 肖纬凯 | | | 紫之基金 何伟 ...

Group 1: Company Overview - The company focuses on the 5G industry and enterprise digital transformation, providing core capabilities in intelligent connectivity, efficient data processing, and intelligent applications [2] - The company has connected over 1.5 million edge systems and collected traffic data from over 30 provincial operators [2] - The company aims to build a "cloud-edge-end" collaborative edge computing ecosystem to support enterprise digital transformation [2] Group 2: Business Performance - In the first half of 2021, the company reported revenue of 194 million CNY, a year-on-year increase of 35.75%, and a net profit of 19.66 million CNY, up 127.53% [4] - The company has approximately 20,000 registered users for its enterprise intelligent SaaS applications, with around 1,000 paying users [3] - The company’s software revenue accounts for over 50% of total revenue, with margins for edge data applications exceeding 60% [3] Group 3: Competitive Landscape - Key competitors in edge data intelligent connectivity include Ruijie Networks, Gree, and StarNet, while Huawei and ZTE are competitors in edge data perception and applications [3] - The company differentiates itself through its foundational big data technology and analysis capabilities, allowing it to extract valuable data for application needs [3] Group 4: Future Strategy - The company plans to continue developing its "cloud-edge-end" collaborative ecosystem and aims to become a trusted provider of industrial digital solutions [2] - Future steps include providing big data interconnection solutions for operators, assisting in enterprise big data edge computing applications, and enhancing direct sales capabilities [2] - The company is cautious about mergers and acquisitions, focusing on organic growth and strategic investments along the industry chain [4]

证券代码：300250 证券简称：初灵信息 杭州初灵信息技术股份有限公司 投资者关系活动记录表 编号：2022-003 | --- | --- | --- | --- | |-------------------------|---------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------|--------------------------------------------------------------------------------------| | | □特定对象调研 □分析师会议 | | | | | □媒体采访 □业绩说明会 | | | | 投资者关系 | □新闻发布会 □路演活动 | | | | 活动类别 | □现场参观 √ 其他（电话会议） 海富通 陈洪、太平资产 础、国盛证券 证券 黄晓明、汇安基金 | 庞 ...

Group 1: Company Overview and Mission - The company focuses on the industrial digitalization application market, aiming to enhance operational intelligence and efficiency [2] - The new mission is to become a trusted provider of industrial digitalization solutions and operational services in China [2] Group 2: Core Competencies - The company possesses three core capabilities in edge computing: intelligent connectivity, data perception, and intelligent applications [2] - The main products include "intelligent connectivity (F5G/5G/WIFI6) + data perception (DPI) + AI" [3] Group 3: Market Focus - The company targets three major markets: telecommunications, government and enterprise sectors, and the enterprise end market [3] - The intelligent connectivity business accounts for 56.7% of total revenue, while data perception contributes 20.4% [3] Group 4: Profit Margins - The gross margin for intelligent connectivity is 45.26%, while data collection and application have a gross margin of 79.99% [3] - The overall gross margin has shown a slight increase compared to the previous year [3] Group 5: Emergency Management Business - The company is involved in three main areas of emergency management: emergency command platforms, safety production, and natural disaster prevention [4] - The company has completed projects in multiple provinces, including Yunnan, and has received recognition from governmental bodies [4] Group 6: Future Plans and Market Share - The company plans to secure projects in 6-7 provinces for disaster prevention databases and 7-8 provinces for safety production management [5] - The estimated investment for disaster prevention projects in each province ranges from 200 million to over 1 billion [6] Group 7: 5G and Digital Transformation - The company sees strong demand for B-end applications of 5G, particularly in sectors like electricity, water conservancy, and healthcare [6] - The SaaS business has grown, with over 30,000 free customers and more than 2,700 paying users [6] Group 8: Recruitment and Growth - The company plans to recruit 300 people in 2022, with 70% of positions filled, focusing on technical talent [7] - The recruitment plan has increased by 20% compared to the previous year [7] Group 9: Incentive Mechanisms - The goal for equity incentives this year is a profit of 110 million, aimed at establishing a long-term incentive mechanism for management and key technical personnel [8]

证券代码：300250 证券简称：初灵信息 杭州初灵信息技术股份有限公司 投资者关系活动记录表 编号：2022-005 | --- | --- | --- | --- | --- | |------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------|-------|-------| | | | | | | | | □特定对象调研 □分析师会议 | | | | | | □媒体采访 □业绩说明会 | | | | | 投资者关系 | □新闻发布会 □路演活动 | | | | | 活动类别 | □现场参观 | | | | | | √ 其他（线上会议） ...