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亿道信息(001314) - 2025年5月20日投资者关系活动记录表

Group 1: 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, with applications in various fields such as smart manufacturing and public utilities [2] Group 2: Core Advantages - Platform-based R&D advantage: The company has developed a comprehensive product development system that meets customized client needs [3] - Resource integration advantage: Strong supply chain management capabilities with diverse component selection and a broad supplier network [3] - Digital and flexible manufacturing capabilities: The company utilizes a digital smart factory model, enhancing production transparency and efficiency [3] - Quality customer resource advantage: Long-term market presence and continuous R&D investment allow the company to meet personalized customer demands [3] - Talent team advantage: A well-established talent cultivation system supports a stable management structure [3] Group 3: Profit Impact Factors for 2024 - Increased R&D investment to support the transition from technology consumer to technology provider, impacting short-term profits [4] - Depreciation and amortization costs from the newly operational "Pingshan R&D and Industrialization Base" affecting profit margins [4] - Enhanced internationalization efforts and brand optimization leading to increased channel expansion costs [4] Group 4: Future Outlook - The company aims to continue driving innovation through R&D, focusing on core business operations to enhance sustainable development and shareholder returns [4]