Workflow
覆合类业务
icon
Search documents
东港股份(002117) - 002117东港股份投资者关系管理信息20251211-2
2025-12-11 08:00
Group 1: Product Revenue Trends - The company's various product lines are performing well, with ticket printing business stabilizing after a decline due to electronic alternatives. Future projections indicate a decrease in the share of printing business, while composite and technical service sectors are expected to grow [3][4]. - The smart card business has seen an increase in gross margin due to higher business volume, which diluted fixed costs and improved production efficiency [3][4]. Group 2: Market Position and Competitiveness - The company estimates it ranks among the top in ticket printing and is a leading player in bank cards and social security cards. It holds a competitive edge in the northern regions of China for color printing and label printing [3][4]. - The company is developing digital currency wallet products and is in the process of obtaining necessary certifications for market entry [4]. Group 3: Robotics Business Development - The robotics division focuses on quickly deployable projects, with products like government and educational robots. The AI robotics business is expected to grow significantly in 2025 compared to 2024, although its current revenue share remains small [4]. - The competitive advantage in the robotics sector lies in aligning with existing customer needs, ensuring high project implementation efficiency [4]. Group 4: AI and Computing Services - The company has established an in-house computing center to support its AI technology services, currently providing computing power to its own AI product users without external offerings. Future expansion of computing capabilities will be evaluated based on business needs [4].