Company Overview - Yidao Information is a provider of smart electronic products and solutions, focusing on product definition and R&D design [2] - The company’s main business segments include rugged smart terminals and consumer smart terminals [2] - Rugged smart terminals include rugged laptops, tablets, handheld devices, and various industrial control products, successfully applied in diverse sectors such as smart manufacturing and public utilities [2] Growth in Domestic Business - The establishment of the domestic team in June 2020 has led to deep partnerships with first and second-tier domestic brands [4] - The domestic market is driven by the "2+8" system, focusing on key industries: finance, electricity, telecommunications, oil, transportation, education, healthcare, and aerospace [4] - In the first half of 2024, revenue from domestic products grew by 191.4% year-on-year [4] Rugged Product Features - Rugged products are designed to withstand harsh environments, featuring waterproof, dustproof, and drop-resistant characteristics [5] - The company’s rugged computing brand "ONERugged" aims to provide innovative and reliable products globally [5] - Future focus areas include industrial automation, smart manufacturing, retail, logistics, and public services [5] R&D Investment and Direction - In the first three quarters of 2024, R&D investment reached 165 million yuan, a year-on-year increase of 36.81% [6] - The company employs 706 R&D personnel, accounting for over 47% of the workforce, with a year-on-year growth of 26.3% [7] - Yidao Research Institute focuses on AI, perception technology, and spatial intelligence, aiming to enhance human-computer interaction and maintain competitive advantage through long-term technological investment [7]
亿道信息(001314) - 2025年1月13日投资者关系活动记录表