每日互动(300766) - 2024年8月29日投资者关系活动记录表

Financial Performance - The company achieved a turnaround in profitability in the first half of the year, with a slight revenue increase compared to the previous quarter, showing a 16.7% growth from Q1 [1] - Revenue from public services reached 145 million, with a year-on-year growth of 44% [2] - Developer services grew by 18% year-on-year, while commercial services saw a 14.7% increase [2] Business Segments - Developer services focus on providing SDK control services, which have shown significant growth [2] - Commercial services include brand services, which have been growing steadily, particularly in collaboration with well-known international brands [2] - Public services are supported by two SaaS intelligent operating systems, with strong contract expectations for the second half of the year [2] Strategic Focus - The company emphasizes a strategy of "self-data - governance - data placement," which has remained consistent over the years [4] - The development of a data intelligent operating system (DiOS) aims to help clients utilize their data effectively [4] - The company is actively participating in the national data bureau's initiatives to promote public data openness and industry data integration [3] Challenges and Opportunities - Increased costs are attributed to moving to a new office, which has improved employee welfare and productivity [3] - The company is exploring new service offerings, such as precise public service products and AI-driven solutions for various sectors [5] - The public service sector has maintained a trend of reverse growth, covering over 2,900 districts and counties [5] AI and Data Utilization - The company has invested significantly in AI capabilities, including hardware and high-quality data sources [6] - AI applications are being developed for various services, including traffic management and policy recommendation systems [6] - The company is focused on ensuring data security and compliance while maximizing the value of data assets [7] Future Outlook - The company anticipates steady growth in public services and expects a rebound in commercial services as new applications are tested [3] - There is a strong emphasis on building a robust data ecosystem through strategic investments and partnerships [8] - The company is exploring international opportunities, particularly in developer services and smart transportation [8]