博思软件(300525) - 2024年7月4日投资者关系活动记录表

Group 1: Business Development and Opportunities - The company actively seizes opportunities to drive business growth, forming a long-term growth curve for high-quality development [3] - The integration of tax and finance services, along with electronic voucher reforms, positions the company as a leader in the digital economy [3] - The company has successfully applied its integrated financial products in various industries, including major clients like SAIC Group and Su Ning [3] Group 2: Impact of Fiscal Reforms - The new round of fiscal and tax reforms is expected to enhance the company's business, particularly in transfer payment and budget integration [3] - The company is developing a monitoring module for transfer payments, which aligns with the government's increased oversight [3] - The establishment of a unified payment platform aids local governments in efficiently collecting waste disposal fees [3] Group 3: Healthcare Sector Engagement - The company has accumulated services for approximately 8,000 secondary and higher-level medical institutions since the electronic invoice reform began [4] - The "Ruijin Model" is being promoted to more medical institutions, enhancing the standardization of electronic voucher data processing [4] - The company has established a comprehensive digital ticket service platform for hospitals, facilitating their financial digital transformation [4] Group 4: Revenue Growth Sources - The company's growth is driven by three main curves: non-tax revenue and fiscal electronic invoices, smart finance and digital procurement, and electronic vouchers and innovative businesses [5] - Non-tax revenue and fiscal electronic invoices serve as the foundational business, providing significant income and profit [5] - Smart finance and digital procurement are rapidly growing sectors, contributing to increased revenue and profit [5] Group 5: Tax-Related Services for Enterprises - The company aims to leverage its resources to provide digital invoice-related services to state-owned enterprises and other clients [5] - The focus on "digital governance of tax" aligns with the government's push for electronic invoice reforms [5] - The company's tax-related products have been successfully implemented in major enterprises, enhancing their financial and tax management [5]