Group 1: Company Innovations and Products - The company has developed various robots for financial and security applications, including mobile super柜 robots and intelligent police robots, enhancing operational efficiency and resource utilization [2][3] - The company has launched the "Wangdao" industry model, which has been applied in digital auditing and government services, facilitating the creation of intelligent applications [3][4] - Recent product launches include the Kunpeng dual-route training and inference integrated server S74AK3 and AI Stack integrated machine, supporting AI applications across various industries [3][4] Group 2: Strategic Focus Areas - The company is focusing on four computing directions: intelligent computing, high-performance computing, cloud computing, and edge computing, aiming to build a secure and efficient domestic AI computing infrastructure [4] - The company emphasizes the integration of hardware and software capabilities, providing a full-stack collaborative AI computing solution [4] - The company is actively participating in national innovation projects, collaborating with over 300 partners to establish a comprehensive product system and solutions for AI computing [4] Group 3: Blockchain and Digital Currency Initiatives - The company is monitoring the trends in stablecoin issuance and applications, leveraging its expertise in digital RMB and blockchain technology [5] - The company has developed a blockchain cryptocurrency data analysis and monitoring platform, with successful case implementations [5] - The company offers comprehensive digital RMB technology services, including hardware terminals and software systems, and is expanding its digital RMB payment business [5] Group 4: Investment and Acquisition Strategy - The company prefers controlling stakes in growth-stage enterprises with good revenue and profit margins, focusing on sectors like artificial intelligence and data elements [5] - The company aims to identify and promote quality acquisition targets in hard technology, new productivity, domestic substitution, and new business models [5]

Core Viewpoint - The company is actively expanding its international payment and digital currency services while focusing on cost reduction and efficiency improvement strategies to enhance overall profitability. Group 1: Company Performance and Market Position - As of May 23, 2025, the company's stock price is 11.57 yuan, down 1.87% from the previous week, with a total market capitalization of 28.733 billion yuan, ranking 9th in the computer equipment sector and 496th in the A-share market [1] - The company’s subsidiary, Guangdian Wuzhou, has shown rapid revenue growth from 558 million yuan in 2022 to 1.702 billion yuan in 2024, indicating a strong development phase [3][6] Group 2: Business Development and Innovations - The company holds an internet payment license and has cross-border RMB payment qualifications, providing services for cross-border trade, including e-commerce and general trade [1] - The company is one of the few in China offering full-stack technology services for digital RMB, providing hardware and software solutions for various financial institutions [2] - The company has won a significant project for a digital RMB comprehensive service platform in the Beibu Gulf, focusing on cross-border applications [2][6] Group 3: International Expansion and Strategy - The company has established eight branches globally, covering over 120 countries and regions, and aims to deepen its presence in Europe and Asia-Pacific markets [4][6] - The company is exploring opportunities in the international payment market and is committed to localizing its global strategy [4] Group 4: Cost Reduction and Efficiency Improvement - The company has implemented dynamic production management and a mature supply chain system to enhance manufacturing flexibility and reduce costs [5] - Management expenses have shown a declining trend from 2018 to 2024, reflecting significant achievements in cost reduction and efficiency enhancement [5][6] Group 5: Capital Operations and Future Plans - The company follows a "dual-wheel drive" strategy of "industry + capital," focusing on acquisitions and strategic investments in high-growth sectors such as artificial intelligence and new business models [7]

广电运通集团股份有限公司 投资者关系活动记录表 编号：2025009 | 投资者关系活 | ☑特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 动类别 | □业绩说明会 □新闻发布会 □路演活动 | | 5 | ☑现场参观 □其他 月 21 日 | | | 前海畅誉基金 谢国飞、胡晓华 广州灏达投资 资香莲 金鹰基金 邱文辉 深圳嘉亿资管 陈超君 山岳基金 许煜彦 | | | 中天汇富基金 何佑胜 致道投资 林志诚、黄安祺 广州或恪投资 吴永柱 | | | 复朴投资 杨创侨 恒顺资产 张华雄 冠丰投资 杨欢 | | | 科珹资本 刘春霞 华兴银行 苟旭 壹心控股集团 李冠英 | | 活动参与人员 | 珠海金丰创晟投资 李晓荣 中国基业投资基金 戴宗健 | | | 恒生银行中国有限公司 陈运璇 聿禹科技创新投资 叶茵瑜 | | | 以上共 20 人次（排名不分先后） | | | 上市公司接待人员： | | | 副总经理、董事会秘书 谢华 证券事务代表 王英 | | | 高级投资者关系经理 胡瑞娟、王格 | | 时间 | 2025 年 5 月 21 日 | | 地点 | 广州市高新技术产 ...