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每日互动(300766) - 2025年4月11日投资者关系活动记录表
2025-04-11 13:14
Group 1: Financial Performance - The company's operating revenue for 2024 increased year-on-year, with net profit attributable to shareholders turning from loss to profit after deducting non-recurring gains and losses [4] - The developer service revenue remained stable, while the commercial service sector showed signs of recovery, with significant growth in public service SaaS products [4][6] Group 2: Data Asset Management - The company faced challenges in the accounting practices for data assets due to the unique characteristics of data resources, but adhered to accounting standards for cost collection and data resource confirmation [4] - As of the end of 2024, the cumulative installation of developer service SDKs exceeded 115 billion, covering over 1 billion devices, with active daily independent devices surpassing 400 million [6] Group 3: Research and Development - The company maintained high-intensity R&D investment, focusing on core technologies and innovation, with plans to raise funds for projects like the "Controllable Intelligent Computing Platform" [4][5] - The company is a pioneer in integrating AI technologies and has been a partner for major models like Wenxin Yiyan and Tongyi Qianwen [5] Group 4: Industry Trends and Future Outlook - The data intelligence industry is rapidly evolving, driven by the integration of AI and big data technologies, creating new opportunities for growth [5][6] - The company is positioned to leverage its data capabilities and industry insights to develop vertical models and enhance its market competitiveness [5][6] Group 5: Strategic Initiatives - The "Data Station" strategy aims to create a trusted space for data circulation, integrating AI, privacy computing, and blockchain technologies [6] - The company plans a five-year roadmap for the "Data Station" project, with milestones for industry positioning, application expansion, and ecosystem development [6]
“Deepseek概念股”每日互动稳定入表数据资源,政府服务营收占比60%以上
Sou Hu Cai Jing· 2025-03-28 13:15
Core Viewpoint - Daily Interaction (300766.SZ), known as the "first domestic data intelligence stock," has reported significant growth in data resource integration, with 87.58% of its revenue coming from data factor monetization as of the end of the reporting period [1][3]. Group 1: Financial Performance - As of the end of the reporting period, Daily Interaction's data resources amounted to 43.691 million yuan, fully accounted for as intangible assets [1]. - The total revenue for Daily Interaction in 2024 was 470 million yuan, representing a year-on-year increase of 9.4% [8]. - The net profit attributable to the parent company was -64.755 million yuan, a decrease of 29.69% year-on-year, primarily due to penalties for information disclosure violations [8]. Group 2: Business Transformation - Daily Interaction has transitioned its main business focus to the data factor sector, with revenue from the internet industry accounting for 27.94% and government services making up 63.65% of total revenue [3]. - The company has accumulated over 1.15 billion installations of its developer service SDK, covering more than 1 billion devices, with daily active independent devices exceeding 400 million [3]. Group 3: Government Services - The public service segment primarily provides SaaS services and data solutions to government departments, covering over 2,900 districts and counties nationwide as of June 2024 [6]. - The high proportion of government service revenue has led to challenges such as long payment cycles, with accounts receivable reaching 165 million yuan, a year-on-year increase of 28.9% [6]. Group 4: Data Products and Innovations - Daily Interaction is actively involved in public data authorization operations in sectors like transportation and healthcare, developing various data products and industry-specific models [8].