证券代码：300378 证券简称：鼎捷软件 鼎捷软件股份有限公司投资者关系活动记录表 编号：2015-05 | --- | --- | --- | --- | |-----------------------|--------------------------------------|--------------------------------------------|------------------------------------------------------------| | | | | | | | | | | | 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 | | | 东吴证券朱悦如、华宝兴业基金徐欣、长信基金沈瑞君、阿杏投 | | 人员姓名 | | | 资洪喆、鸿丰投资李晓辉、国联安基金高诗、上海斗杓投资高俊、 | | | | | 雍和资产李博、上投 ...

Group 1: Company Strategy and Transformation - The company aims to transform from traditional ERP to Industry 4.0, focusing on implementation services and accumulated industry knowledge as key advantages [2] - The company has been helping clients like Feimaotui grow and adapt to information technology needs during their transformation [2] - The goal is to become a smart value service company, moving beyond traditional software offerings [2] Group 2: Implementation and Knowledge Management - The company emphasizes self-implementation to accumulate experience and industry knowledge, which is crucial for effective service delivery [3] - The implementation methodology integrates management consulting with system implementation, focusing on key industry issues [3] - The company plans to create a dynamic knowledge cloud to enhance delivery efficiency and implementation effectiveness [3] Group 3: Market Position and Customer Base - The company has a market penetration rate of less than 1% for ERP in China, indicating significant growth potential [3] - The revenue distribution shows that 40% comes from mainland China and 60% from Taiwan, with Taiwan having a more established market presence [5] - The company serves approximately 40,000 clients, focusing on manufacturing and distribution sectors [4] Group 4: Product Development and Feedback - The new T100 solution is designed as a professional application for specific industries, integrating concepts from the internet and smart enterprises [4] - Customer feedback on T100 has been positive, indicating it meets current market demands better than previous products [4] - The company anticipates a significant rollout of new products in the coming year as implementation experience accumulates [4] Group 5: Competitive Advantages - The company differentiates itself through value-driven software innovation, efficiency-oriented implementation, and comprehensive management services [6] - It has been recognized for its deep understanding of management issues and effective information technology practices [6] - The company’s competitive edge lies in its ability to provide tailored solutions that address client pain points throughout their growth stages [6] Group 6: Challenges and Future Outlook - The company faces challenges related to brand recognition and implementation efficiency, which it aims to address through strategic initiatives [7] - There is an expectation of revenue growth as the impact of new product transitions diminishes by 2016 [7] - The company is focused on enhancing productivity and knowledge sharing to improve overall performance in the mainland market [5]

证券代码：300378 证券简称：鼎捷软件 鼎捷软件股份有限公司投资者关系活动记录表 编号：2015-02 | --- | --- | --- | --- | |-----------------------|----------------------------------|------------------------------------------------------------|-------| | | | | | | | | | | | | | | | | 投资者关系活动 类别 | 特定对象调研 □ 媒体采访 | □ 分析师会议 □ 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 | | 兴业证券刘泽晶、袁煜明、华宝信托顾宝成、华润元大基金张磊、 | | | 人员姓名 | | 东吴证券李奡、朱悦如、民生加银基金吕江峰、汇丰晋信基金陈 | | | | | 平、安邦资产管理金拓、太平资产管理詹瑶、交银康联人寿陈建 | | | | | 新、望正资产蒋乐、世诚投资 ...

证券代码：300378 证券简称：鼎捷软件 鼎捷软件股份有限公司投资者关系活动记录表 编号：2015-03 | --- | --- | --- | --- | --- | |---------------------|----------------------------------|------------------------------------------------------|-------|--------------------| | | | | | | | 投资者关系活动 类别 | 特定对象调研 | □ 分析师会议 | | | | | □ 媒体采访 □ 新闻发布会 | □ 业绩说明会 □ 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 | 巴克莱资本证券侯明孝 | | | | | 人员姓名 | | | | | | 时间 | 2015 年 5 月 27 日下午 | 14:00—16:00 | | | | 地点 | 上海市闸北区共和新路 | 4666 弄 1 号 11 楼会议室 | | | | 上 ...

证券代码：300378 证券简称：鼎捷软件 鼎捷软件股份有限公司投资者关系活动记录表 编号：2015-07 | --- | --- | --- | |----------------|----------------------------------|---------------------------------------------------------------------------------------------------------------------| | | | | | 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 | | 招商证券张夏、郝彪、招商基金钟赟、鹏华基金倪也、兴业基金徐玉 | | 人员姓名 | | 良、民生加银基金柳世庆、兴业证券郜震霄、东海证券戚志圣、上银 | | | | 基金葛泓圻、浙商证券赵语淘、跃马资本詹晋杰、云门投资俞忠华、 东令资产管理邓令 ...

证券代码：300378 证券简称：鼎捷软件 鼎捷软件股份有限公司投资者关系活动记录表 编号：2015-01 | --- | --- | --- | --- | |-----------------------|----------------------------------|------------------------------------------|-------------------------------------------------------------------------------------------------------------------| | | | | | | 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 | | | 深圳风格汇投资曾维江、万家基金耿嘉洲、诺安基金陈俊斌、国 | | 人员姓名 | | | 联安基金郑青、如壹投 ...

证券代码：300378 证券简称：鼎捷软件 鼎捷软件股份有限公司投资者关系活动记录表 编号：2015-08 | --- | --- | --- | --- | --- | |---------------------|----------------------------------|-------------------------------------|-----------------------------------------------------------------------------------------------------|--------------| | | | | | | | 投资者关系活动 类别 | 特定对象调研 | □ 分析师会议 | | | | | □ 媒体采访 □ 新闻发布会 | □ 业绩说明会 □ 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 | | | 中信证券张若海、西南证券张佳博、国泰君安刘易、广发基金马文文、 | | | 人员姓名 | | | 华宝兴业基 ...