Group 1: Business Growth and Strategy - The company focuses on its core business in asset management, enhancing its integrated intelligent management platform and developing IoT terminals and devices [3][4] - The company is expanding its market presence in regions like Shandong, Hebei, and Xinjiang while leveraging its industry experience to explore new markets [4] Group 2: Industry Trends and Support - China's macroeconomic environment is improving, with state-owned assets growing from approximately 8 trillion yuan in 2006 to 64.2 trillion yuan in 2023 [5] - Government policies are increasingly supporting the management of state-owned assets and the advancement of digital government initiatives [5] Group 3: Order Status and Client Relationships - The company has established a strong reputation over 20 years, resulting in stable long-term partnerships and a healthy order backlog [6] Group 4: Research and Development - The company has a comprehensive R&D system and a dedicated team, focusing on software development and AI technology applications in asset management [7] - The AI platform "Jin" integrates with well-known open-source models, enabling efficient asset data analysis and report generation [7] Group 5: Competitive Advantages - The company offers comprehensive lifecycle management for physical assets, covering various management aspects from acquisition to disposal [8][9] - Its client base spans all levels of government, ensuring a wide coverage of customer needs [9] - The company provides integrated solutions that combine software development, data governance, and IoT hardware to enhance asset management capabilities [9] Group 6: Capital Market Operations - The company has initiated equity incentives in 2024 and aims to improve the quality and transparency of information disclosure to investors [10] - The focus remains on the domestic digital government and educational information sectors to enhance service offerings and operational capabilities [10]
国子软件(872953) - 投资者关系活动记录表