（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好！工业级3D打印涉及高温、激光、多 轴联动等高精度操作，普通PC或工控机易因系统卡顿、散热不足等导致打印失败且效率较低。工业平 板电脑搭载高性能处理器与工业级主板，支持7×24小时稳定运行，确保G代码解析、温度控制、运动轴 同步等核心任务能高速稳定运行。请问贵司是否有意布局？ 信通电子（001388.SZ）11月13日在投资者互动平台表示，尊敬的投资者，您好。公司工业平板电脑产 品具备高性能处理器与工业级主板配置，可实现长时间连续稳定运行，产品稳定性与运算性能已通过严 苛工业环境验证。目前公司暂未针对工业级3D打印领域进行专项布局，后续将持续关注相关行业技术 发展与市场需求。 ...

Group 1 - The core point of the article is that Yidao Information (001314.SZ) announced a major asset restructuring plan to acquire 100% equity of Langguo Technology and Chengwei Information through a combination of share issuance and cash payment, while also raising matching funds [1][2] Group 2 - This transaction marks a significant breakthrough in Yidao Information's AIoT strategic layout, aiming to integrate two leading companies in their respective segments to enhance the entire industry chain capabilities from data collection to edge computing and intelligent interaction [2] - Both target companies have undergone listing guidance, ensuring their governance and business maturity have been validated, which is crucial for the integration process [2] - Langguo Technology has established six technical platforms in the fields of hardware design, operating systems, intelligent interaction, IoT communication, cloud services, and edge computing, with products covering smart education, smart office, smart business, and home IoT [2] - Chengwei Information is one of the few domestic manufacturers mastering core ultra-high frequency RFID technology, with a product line that includes RFID reading and writing devices, industrial tablets, barcode scanning terminals, and industrial handheld terminals, creating a complete data collection matrix [2] - The integration of the three companies will strengthen Yidao Information's layout in the industrial IoT perception layer, creating deep synergy with its existing smart terminal solutions across various scenarios such as home, education, office, industrial, and retail [2] - Analysts suggest that as the digital economy accelerates its penetration into various industries, the demand for smart terminals is shifting from single hardware procurement to systematic solutions, positioning Yidao Information to leverage the combined technologies, products, and market resources for business growth [2]

Group 1 - The core point of the article is that Yidao Information (001314) plans to acquire 100% equity of Langguo Technology and Chengwei Information, which aligns with its AIoT strategic layout, and the transaction is expected to constitute a major asset restructuring for the listed company [1] - The acquisition is aimed at enhancing Yidao Information's capabilities in both consumer and industrial scenarios, leveraging the strengths of the two target companies [1][2] - The transaction is still pending completion of auditing and evaluation, and the transaction price for the target assets has not yet been determined [1] Group 2 - Langguo Technology focuses on smart display and interaction, with products covering various scenarios such as smart education, smart office, smart business, and home IoT [2] - Chengwei Information is one of the few domestic manufacturers mastering ultra-high frequency RFID core technology, which plays a crucial role in the IoT sensing layer [2] - The product line of Chengwei Information includes RFID reading and writing devices, industrial tablets, barcode scanning terminals, and industrial handheld terminals, applicable in logistics, retail, warehousing, transportation, healthcare, finance, electricity, animal husbandry, and large exhibitions [2] Group 3 - The transaction is expected to inject high-quality assets in the smart interaction display and RFID fields directly into Yidao Information, which will enhance its revenue and asset scale, as well as its profitability and operational prospects [2][3] - Yidao Information's current product offerings include consumer computers, rugged smart industry terminal products, and AIoT products, reflecting a shift in enterprise demand from single hardware procurement to systematic solutions [2] Group 4 - The collaboration among Yidao Information's smart electronic product design capabilities, Langguo Technology's smart interaction and control platform technology, and Chengwei Information's RFID data collection and industry customization solutions is expected to create a comprehensive ecosystem for data collection and scenario perception [3] - Existing rugged notebook computers and tablets from Yidao Information are already applied in smart manufacturing and transportation scenarios, and integrating Chengwei Information's RFID capabilities could enhance its offerings in smart manufacturing [3]

Core Viewpoint - Yidao Information (001314) announced plans to acquire 100% equity of Langguo Technology and Chengwei Information, marking a strategic move towards AIoT, aiming to transform into a full-chain solution provider from "perception-interaction-scenario" [1][2] Group 1: Acquisition Details - The transaction is expected to constitute a major asset restructuring for the listed company, although the audit and evaluation work is not yet completed, and the transaction price remains undetermined [1] - The acquisition does not constitute a restructuring listing, and Yidao Information will resume trading on October 20 [1] Group 2: Target Companies Overview - Langguo Technology focuses on smart display and interaction, with products covering smart education, smart office, smart commerce, and home IoT, and has established long-term strategic partnerships with leading companies like BenQ, Honghe, Hisense, and BOE [1] - Chengwei Information is one of the few domestic manufacturers mastering core ultra-high frequency RFID technology, which plays a crucial role in the IoT perception layer [1][2] Group 3: Product and Market Impact - Chengwei Information's product line includes RFID reading and writing devices, industrial tablets, barcode scanning terminals, and industrial handheld terminals, with applications across logistics, retail, warehousing, transportation, healthcare, finance, electricity, livestock, and large exhibitions, capturing market shares in regions like India, Europe, Latin America, and Southeast Asia [2] - The acquisition is expected to inject high-quality assets in smart interactive displays and RFID into Yidao Information, enhancing revenue and profit, and improving the company's sustainable profitability [2] Group 4: Industry Trends and Synergies - As the digital economy penetrates various industries, the demand for smart terminals has shifted from single hardware procurement to systematic solutions [3] - The collaboration between Yidao Information's smart electronic product design capabilities, Langguo Technology's smart interaction and control platform technology, and Chengwei Information's RFID data collection and industry customization solutions is anticipated to create a technical closed loop from "scene perception-data collection-intelligent decision-making-terminal realization" [3] - Existing products like rugged laptops and tablets from Yidao Information are already applied in smart manufacturing and transportation, and integrating Chengwei Information's RFID capabilities could enhance services in smart manufacturing production line tracking, smart logistics warehousing management, and smart retail supply chain management [3]

Core Viewpoint - Yidao Information (001314) plans to acquire 100% equity of Langguo Technology and Chengwei Information, marking a strategic move towards AIoT, aiming to transform into a full-chain solution provider from "perception-interaction-scenario" [1][3] Group 1: Acquisition Details - The acquisition is expected to constitute a major asset restructuring for the listed company, although the audit and evaluation work is not yet complete, and the transaction price remains undetermined [1] - The company will resume trading on October 20 [1] Group 2: Target Companies Overview - Langguo Technology focuses on smart display and interaction, with products covering smart education, smart office, smart commerce, and home IoT, and has established long-term strategic partnerships with leading companies like BenQ and Hisense [3] - Chengwei Information is one of the few domestic manufacturers mastering ultra-high frequency RFID technology, which is a core technology in the IoT perception layer, offering advantages over traditional barcode recognition [3] - Chengwei Information's product line includes RFID reading devices and industrial handheld terminals, with applications in logistics, retail, healthcare, and more, having a market presence in regions like India and Europe [3] Group 3: Strategic Implications - The acquisition aims to inject high-quality assets in smart interaction display and RFID directly into the listed company, enhancing revenue and profit, and improving sustainable profitability [3][6] - The collaboration among the three companies in the AIoT field is expected to create a comprehensive capability from data collection to intelligent interaction, addressing the shift in enterprise demand from single hardware procurement to systematic solutions [5] - The integration of Yidao Information's smart electronic product design, Langguo Technology's interaction technology, and Chengwei Information's RFID capabilities is anticipated to form a closed-loop technology system for various applications [5]

Core Viewpoint - Yidao Information (001314) announced plans to acquire 100% equity of Langguo Technology and Chengwei Information, marking a strategic move towards AIoT, aiming to transform into a full-chain solution provider from "perception-interaction-scenario" [1][3] Group 1: Acquisition Details - The transaction is expected to constitute a major asset restructuring for the listed company, although the audit and evaluation work is not yet completed, and the transaction price remains undetermined [1] - The acquisition will not constitute a restructuring listing, and Yidao Information is set to resume trading on October 20 [1] Group 2: Target Companies Overview - Langguo Technology focuses on smart display and interaction, with products covering smart education, smart office, smart business, and home IoT, establishing long-term strategic partnerships with leading companies like BenQ and Hisense [3] - Chengwei Information is one of the few domestic manufacturers mastering ultra-high frequency RFID core technology, with applications in logistics, retail, healthcare, and more, already holding market shares in regions like India and Europe [3] Group 3: Strategic Benefits - The acquisition is expected to inject quality assets from the smart interaction display and RFID fields into Yidao Information, enhancing revenue and profit, and improving sustainable profitability [3][6] - The collaboration among the three companies in the AIoT field is anticipated to create deeper industrial synergies beyond mere scale [4] Group 4: Industry Trends - As a smart electronic product and solution provider, Yidao Information's product offerings include consumer computers, rugged smart industry terminals, and AIoT products, reflecting a shift from single hardware procurement to systematic solutions [5] - The integration of Yidao Information's terminal design capabilities, Langguo Technology's interaction platform technology, and Chengwei Information's RFID data collection is expected to form a closed-loop technology system from "scene perception-data collection-intelligent decision-making-terminal realization" [5] Group 5: Governance and Cost Efficiency - Both target companies have undergone listing guidance, demonstrating governance standardization and business maturity [6] - Yidao Information anticipates that resource integration in R&D, supply chain, and channels will effectively reduce marginal costs [6]

Group 1: Company Overview - The company is Shandong Xintong Electronics Co., Ltd., with stock code 001388 [1] - The investor relations activity took place on September 26, 2025, from 14:00 to 15:00 [2] Group 2: Product Development and Profitability - The company's intelligent inspection system for transmission lines is entirely self-designed, developed, and produced, with all products having core independent intellectual property rights [2] - The gross margin of the intelligent inspection system varies based on product configuration, with no direct correlation to voltage levels [2] - The company is developing robotic products for inspection but has not yet generated revenue from these products; expected gross margins are anticipated to improve compared to existing monitoring devices [2][3] Group 3: System Components and Functionality - The substation remote intelligent inspection system consists of various devices, including inspection hosts, intelligent analysis hosts, drones, robots, cameras, and voiceprint devices, enabling data collection, automatic inspection, and real-time monitoring [3] - The system can identify external defects and ensure operational safety, generating inspection reports and alerts [3] Group 4: Market Expansion and Sales - The company has been actively expanding into overseas markets, with export products having higher gross margins than domestic counterparts [3] - The company has established a customer base in overseas markets and is focusing on regions such as the Middle East and Southeast Asia, leveraging the "Belt and Road" initiative [3] - Sales to the State Grid remain the largest revenue source, although sales to the Southern Grid are gradually increasing, with a notable rise in 2025 [3]