Eastcompeace(SZ:002017) Zheng Quan Ri Bao Wang·2026-01-08 14:09Core Viewpoint - The company is transitioning from traditional SIM card markets to digital identity security, implementing a strategy focused on optimizing existing business while expanding into new areas [1] Group 1: Traditional SIM Card Market - The company has developed a core strategy of "optimizing existing business and expanding new business" to address the current state of the traditional SIM card market [1] - The company aims to consolidate and enhance its traditional business while fully transitioning to digital identity security [1] Group 2: Smart Card Business - The company continues to leverage its advantages in the smart card sector, focusing on high-value-added products [1] - There is an emphasis on deepening cooperation with core customers and actively expanding into emerging global markets to ensure stable operations and value enhancement of basic businesses [1] Group 3: Digital Identity Security Business - The company is strengthening its technology foundation centered on eSIM trusted security hardware, integrating software platforms, industry applications, and smart terminals [1] - Related products and solutions have been successfully applied in various scenarios, including the Internet of Vehicles, consumer electronics, and industrial IoT [1] - Revenue from these related businesses is steadily increasing as a proportion of total revenue, becoming a new growth driver for the company [1] Group 4: Future Outlook - The company is committed to achieving synergistic development between traditional and innovative businesses, continuously consolidating and enhancing its core competitiveness [1]