SIE(SZ:300687)2025-05-08 13:10Group 1: Company Role and Strategy - The company plays a key role as a digital transformation driving unit for small and medium enterprises in Guangzhou, establishing a comprehensive service system covering the entire lifecycle of digital transformation [2] - The company actively responds to policy requirements by increasing investments in industrial internet platform construction, focusing on smart manufacturing capabilities [3] - The overall strategic plan for 2025 aims to enhance core competitiveness through operational capability, market expansion, and project management [4] Group 2: Financial Performance - In 2024, the company reported a revenue growth of 6.27%, but net profit declined by 45.21% due to market demand fluctuations and competitive pricing strategies [3] - R&D investment was 365 million yuan, accounting for 15.24% of revenue, although R&D expenses decreased by 18.23% year-on-year [3][6] - The profit distribution plan for 2024 includes a cash dividend of 0.7 yuan per 10 shares, emphasizing a commitment to shareholder returns while ensuring sustainable development [4] Group 3: Market and Product Development - The number of new signed customers increased by 22.87% to 1,120, with software license sales exceeding 230 million yuan, a year-on-year growth of 11.3% [5] - The company is focusing on expanding its product lines in the domestic market while gradually exploring overseas markets, particularly in Southeast Asia and Europe [6] - Significant growth in orders was noted in the semiconductor and PCB industries, with innovative applications of AI and big models enhancing production efficiency and safety [5][6] Group 4: Competitive Positioning - The company maintains a technological advantage through deep technical engagement and ecosystem collaboration, positioning its industrial internet platform as a national-level cross-industry platform [3][4] - Continuous R&D investment supports the company's innovation capabilities, with a workforce of 2,178 dedicated to research and development [6][7] - The integration of generative AI with ERP systems is driving new business developments, enhancing operational efficiency across various manufacturing processes [7]