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东信和平(002017) - 2025年11月13日投资者关系活动记录表
2025-11-13 09:22
Group 1: Revenue Structure - The company's revenue is primarily derived from two business segments: smart cards and digital identity security, with smart card business being the main source of income, dominating the revenue structure [2] - Digital security and platform business are crucial for the company's strategic transformation and have become an important part of revenue, indicating a healthy and stable business structure [2] Group 2: eSIM Development - The company has developed a comprehensive eSIM product chain, positioning itself as a leader in the eSIM technology space, which is essential for the Internet of Things (IoT) [3] - The company has overcome several key technical bottlenecks in the eSIM field, enhancing performance, security, and convenience through a digital identity lifecycle management platform [3] Group 3: Future Growth Points - The company aims to consolidate its smart card industry advantage while enhancing its core functions and expanding into new business areas such as system software platforms and IoT smart terminals [4] - Focus will be placed on strengthening digital identity capabilities and developing multi-industry application solutions to create new growth engines [4] Group 4: Chip Production - The company employs a dual-track model for chip procurement, combining self-packaging and supply chain collaboration, ensuring stable business development through a mature supply chain management system [5]