Group 1: Company Overview and Business Model - Daily Interaction is a professional data intelligence service provider focusing on data accumulation, governance, and application [2] - The company has accumulated over 90 billion SDK installations over the past decade, primarily gathering user online behavior and offline scenario data [2] - The business logic is structured around three layers: Data Accumulation (D), Data Governance (M), and Data Application (P) [2] Group 2: Data Governance and Security - Data governance is emphasized through the "Daily Governance Platform," which aims to manage and process diverse data types [2] - The company has developed a data intelligent operating system (DIOS) to integrate and manage heterogeneous data [2] - Data security measures include deep processing of user data with complete authorization and minimal necessary data usage [3] Group 3: Strategic Development and Market Position - The company follows a three-step strategic plan: accumulating its own data, governing client data, and facilitating data exchange within the industry [3] - The construction of the China (Wenzhou) Data Security Port is a key initiative, aiming to create a safe and compliant data market [5] - The company is actively involved in the Zhejiang Provincial Big Data Joint Computing Center, which serves as a platform for secure data flow [5] Group 4: Industry Trends and Future Directions - The data market is evolving with a focus on data as a production factor, similar to land in agriculture [3] - The company is exploring the commercialization of data through public data platforms and joint computing centers [4] - Future developments may include the establishment of data trading centers to ensure fair pricing and regulatory oversight [4]

证券代码：300766 证券简称：每日互动 编号：2020-003 浙江每日互动网络科技股份有限公司 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 | 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（ ） | | 参与单位名称 | | 1、ICBCI Investment Management AriYeung | | 及人员姓名 | 2 、汇添富基金 雷鸣、郑乐凯、王栩 | | | | 3 | 、景顺长城 王开展 18、天风天成投资 程阳 | | | | 4、中欧基金 龙宇飞、王颖 19、天恒工贸有限公司 徐文博 | | | | 5、宝盈基金 曾梦雅 20、新华资产 兰宏阳 | | | | 6、保银投资 邹舟 21、新域资产 崔磊 | | | 7 | 、北信 ...

Group 1: Company Overview - The company has evolved its business logic from "data collection, data processing, data monetization" to a three-layer structure known as "D-M-P" [3] - The bottom layer "D" (Data) emphasizes deep data accumulation and integration of external data, with a growing SDK installation base in smart devices [3] - The middle layer "M" (Machine) focuses on operational platforms and algorithms, including the establishment of the West Lake Data Intelligence Research Institute [3] - The top layer "P" (People) aims to create scalable data intelligence applications across various verticals [3] Group 2: Business Performance - The company's SDK installation increased from 46 billion in mid-2019 to 52 billion by the end of 2019, with daily active devices reaching 430 million [4] - The company has invested 10 million in resources for its "individual medical" team during the COVID-19 pandemic, collaborating with multiple government entities [3] Group 3: Competitive Advantages - The company possesses a strong technical foundation with extensive data accumulation and processing capabilities, allowing for refined data extraction and modeling [4] - The company has established a reputation in public services through word-of-mouth and recognition from government departments during the pandemic [4] - The company’s business model is product-oriented, allowing for replicable and scalable solutions across different clients and sectors [5] Group 4: Future Plans and Collaborations - The company plans to collaborate with Zhejiang Gaoxin, a leading smart transportation service provider, to enhance data service capabilities in the transportation sector [5] - The company aims to expand its IoT business, with SDK installations on IoT devices reaching 50 million and daily active users exceeding 18 million by the end of 2019 [5]

Group 1: Company Overview and Technology Development - The company has launched three generations of its push technology products: "GeTui SDK 1.0", "GeTui SDK 2.0", and "GeTui SDK 3.0" [1] - As of mid-2019, the cumulative installation of developer service SDK has exceeded 44 billion, with daily active independent devices surpassing 430 million [1] - The company maintains strong partnerships with major APPs, leveraging its unique advantages in product iteration, technological innovation, and market coverage [1] Group 2: Public Service Business Development - The company provides big data services in public sectors such as emergency management, disaster relief, public safety, and smart tourism, covering over 30 provinces and thousands of districts in two years [3] - The company has a high renewal rate for its public service offerings, indicating strong customer recognition of its data mining and modeling capabilities [3] Group 3: Risk Control Services - The company is a newcomer in the risk control service industry, facing challenges but also benefiting from latecomer advantages [4] - Banks typically do not rely on a single risk control service provider, requiring multiple vendors to provide diverse data dimensions [4] Group 4: Impact of Financial Industry Turmoil - The company adheres strictly to relevant laws and regulations, ensuring compliance in data collection, storage, and usage [5] - The company aims to explore positive contributions to industry development while maintaining a balance between security and innovation [5] Group 5: Influence of 5G Technology - The company has been attentive to 5G technology since before its IPO, anticipating new application scenarios and richer multidimensional data from the proliferation of wearable and smart devices [6] - The company has previously collaborated with the China Earthquake Networks Center to launch an earthquake reporting APP, showcasing its big data capabilities in disaster response [7]

Group 1: Company Overview and Performance - The company was listed on March 25, 2019, marking a significant turning point and enabling a more formalized and improved platform for growth [2] - In 2019, the company achieved revenue of 538 million, remaining stable compared to 2018, while total profit (including bad debts from Taojiji) was 108 million, a 56% decline [2] - The SDK installation increased from 46 billion in mid-2019 to 52 billion by the end of the year, with daily active devices reaching 430 million [2] Group 2: Business Strategy and Development - The company transitioned its business logic from "data collection, processing, and monetization" to a three-layer structure of "D-M-P" (Data-Machine-People) [2] - The "D" layer emphasizes data depth and integration capabilities, with a focus on expanding SDK installations across various devices, including IoT [2] - The "M" layer focuses on operational platforms and algorithms, with the establishment of the West Lake Data Intelligence Research Institute to explore digital governance and security computing [3] Group 3: Response to Market Changes - The company has adapted to economic downturns and the impact of the pandemic by diversifying its revenue structure and enhancing its service offerings [2] - Public service and risk control services saw explosive growth in 2019, indicating a successful pivot in response to market pressures [2] - The company has engaged in significant collaborations with government entities during the pandemic, enhancing its reputation and trust in public service [5] Group 4: Employee and Investment Strategies - The company initiated an employee stock ownership plan, acquiring several million shares to incentivize key employees, with a cost of approximately 16 million spread over four years [6] - The investment philosophy focuses on maintaining core competencies while opening data capabilities to the industry for effective resource integration [9] - The company aims to attract strategic investors to enhance business and capital collaboration in future growth phases [50]

Group 1: Company Performance Overview - The company's Q3 revenue remained stable compared to H1, with a decline attributed to macroeconomic pressures [2] - Significant holidays in Q3, including National Day, boosted public service operations, enhancing visitor management and public administration [2] - The company increased talent investment by nearly 10 million RMB in Q3, hiring over 80 graduates and experienced executives [3] Group 2: Business Development and Strategy - Continuous investment in R&D, particularly in key technology areas, is aimed at ensuring growth over the next 1-2 years [3] - The establishment of "Technology and Data Research Institute" and "Product and Model Innovation Institute" supports innovation and product development [3] - The company is exploring new business boundaries, nurturing quality projects, and cautiously selecting "angel customers" for feedback [3] Group 3: Revenue and Cost Analysis - The revenue from growth services showed a noticeable decline, but is expected to recover with the upcoming e-commerce season [3] - The gross margin for developer services remains stable at over 85%, with a 10% increase in revenue from existing clients [4] - Brand advertising has been a focus for 4-5 years, with expectations for profitability and rapid growth in the next 2-3 years [4] Group 4: Industry Challenges and Opportunities - The financial risk control sector is experiencing a slowdown due to industry-wide adjustments, but non-financial risk control services have seen significant growth [3] - The company adheres to legal regulations in the data industry, aligning with national policies for sustainable development [4] - The entry into the financial risk control market presents challenges, but also opportunities for introducing new data dimensions [5] Group 5: Impact of Technological Advancements - The advent of 5G technology is expected to enrich data sources and application scenarios for the company [5] - The challenge lies in covering a diverse range of devices, which is a key research focus for the company's research institute [5]

Group 1: Company Overview and Financial Performance - The company reported a significant increase in accounts receivable in the first half of 2019, indicating a rise in operational cash flow from positive to negative [2] - The company has become a core agent for traffic platforms like Guangdian Tong, leading to an increase in prepaid accounts and accounts receivable due to the growth in performance advertising business [2] Group 2: Customer Retention and Service Expansion - The company maintains a high customer retention rate in its public service sector, with a growing business in data intelligence [1] - Risk control services have received positive feedback, with high renewal rates as clients adjust their product types based on business needs [2] Group 3: Investment and Research Initiatives - The company has established two research institutes focused on data and technology, and product and model development, collaborating with institutions like Zhejiang University [2] - Plans for strategic investments in big data, artificial intelligence, and information security are underway, with a focus on internal growth and resource synergy [2] Group 4: Data Privacy and Regulatory Compliance - The company is actively monitoring data sensitivity and privacy issues, engaging in discussions with regulatory bodies to ensure compliance [2] - Emphasis on protecting individual privacy while leveraging big data for efficiency improvements in the industry [2]

Group 1: Financial Performance - Total revenue for the first three quarters of 2020 reached 376 million CNY, a year-on-year increase of 2.42%, with Q3 revenue growing by 8.37% [1] - Net profit attributable to shareholders for the first three quarters was 87.96 million CNY, a decline of 25.30% year-on-year, with Q3 net profit margin at 23.24% [1] - The company plans to raise 1.1 billion CNY through refinancing to enhance data governance capabilities [1] Group 2: COVID-19 Response - The company deployed over 300 personnel for COVID-19 response starting January 19, contributing to the development of the Hangzhou health code engine [2] - Received recognition as an "Advanced Collective in National Anti-epidemic Efforts" from multiple government bodies [2] Group 3: Business Strategy and Development - The company is focusing on digital transformation in urban governance, with expectations for accelerated demand post-government budget recovery [4][6] - The "治理数平台" (Data Governance Platform) is identified as a key growth area, aiming to provide data governance services to government and industry clients [5][6] - The company has established a "7-2-1" model to address urban governance needs, ensuring 70% of demands are met through standardized products [6] Group 4: Service Offerings - Financial risk control services are provided to commercial banks and large licensed consumer finance institutions, utilizing big data and AI for decision-making [7] - Internet risk control services target O2O enterprises, employing machine learning to identify high-risk scenarios [7] - The brand advertising sector is projected to grow significantly, with a total GMV in the billions, focusing on digital integration [8] Group 5: Investments and Collaborations - The company has made several strategic investments to enhance data capabilities and service offerings across various sectors, including government and finance [9] - Collaborations with major tech firms aim to create a secure data service environment and improve operational efficiencies [9]

证券代码：300766 证券简称：每日互动 浙江每日互动网络科技股份有限公司 投资者关系活动记录表 编号：2019-006 | --- | --- | --- | --- | --- | --- | --- | |--------------|-----------------------------------------------------------------|-------------|-------|-----------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

| --- | --- | --- | --- | --- | --- | --- | |--------------|-----------------------------------------|--------------|-------|-------|-------------------|------------------------------------------------------------------| | | 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（ ） | | | | 1 、东吴证券 | 徐亦达 15 | | | 、鑫元基金 | 李彪 | | | 2 、光大保德信 | 陈蒙 16 | | | 、信诚基金 刘锐 | | | | 3 、国海富兰克林 | 高燕芸 17 | | | 、兴全基金 | 薛怡然、陆士杰 | | | 4 、国联安 郑青、王欢 18、兴业基金 王茜 | | | | | | | ...