Group 1: Business Model and Revenue Generation - The current commercial model for the AIoT platform primarily relies on one-time project fees after deployment, with annual maintenance service contracts signed with some clients for ongoing support [2] - The company is exploring a transition from maintenance services to operational services, focusing on energy optimization and efficiency improvements for clients [2] - Future revenue strategies may include innovative models such as revenue sharing, subscription services, and data monetization to enhance customer retention and shift towards sustainable operational income [2] Group 2: Market Opportunities and Strategic Focus - The smart transformation and energy retrofitting of existing buildings are identified as significant future growth areas, driven by urban renewal processes [3] - The company has been involved in energy retrofitting projects since 2012, positioning itself as an early entrant in the sector [3] - Recent projects include upgrades for major clients such as Guangfa Securities and Shenzhen Metro, showcasing the company's capability in smart and energy-efficient solutions [3] - The company aims to optimize its business organization and client engagement mechanisms to expand its presence in the existing building renovation market [3]
达实智能(002421) - 2025年6月17日达实智能投资者关系活动记录表