汉仪股份(301270) - 2024年12月24日投资者关系活动记录表

Group 1: Company Overview and AI Strategy - The company has developed AI technology for font generation, significantly improving design efficiency by generating a complete font library based on 300-500 sample characters [2][3] - The company has proprietary font recognition algorithms used on platforms like JD.com to help reduce font infringement risks for clients [3] - The company has engaged in investments and acquisitions related to AI, including acquiring Arkie and investing in UPDF and WorkMagic [3][12] Group 2: Revenue Breakdown - In 2023, the revenue breakdown was as follows: font software licensing accounted for 73.95%, custom font services for 6.13%, internet platform licensing for 18.30%, and other businesses for nearly 2% [12][13] Group 3: Business Operations and Services - Font software licensing allows commercial users to utilize fonts under a licensing agreement, applicable across various media [12] - Internet font software licensing involves partnerships with mobile manufacturers like Huawei and Xiaomi, allowing users to download and install fonts for personal device customization [12][13] - The company is expanding its personalized decoration products for smart devices, aiming to create new growth points [12][13] Group 4: Cultural IP and Marketing - The company is developing IP products related to Chinese character culture, with a social media following of 1.5 million and over 100 million views on related content [13] - The company’s custom font service is not limited to one-time revenue, as ongoing client needs can lead to new orders and projects [13] Group 5: Font Development and Innovation - The company maintains a rapid release of over a hundred new fonts annually, enhancing its brand and product offerings [13] - The company collaborates with renowned designers to ensure high-quality font design, which is crucial for client satisfaction [13]