国源科技(835184) - 投资者关系活动记录表

Group 1: Company Overview and Business Model - The company focuses on two main areas: agricultural industry digitization and land resource digitization, providing geographic information data engineering, industry application software development, and spatial information application services [5] - Comparable companies with some overlapping products or technologies include SuperMap Software (300036.SZ) and Digital政通 (300075.SZ) [5] Group 2: Data and Platform - The Guoyuan Map platform includes multi-source data layers such as remote sensing images, administrative regions, planting plots, crop classifications, crop disasters, and agricultural machinery trajectories [6] - Data standards for plot data collection, processing, and database construction are defined by the company based on different application scenarios, with annual updates and localized updates based on market demand [6] Group 3: Client Base and Revenue - The primary client base consists of government customers, but the company is actively expanding to include agricultural insurance companies, agricultural banks, and social service organizations [7] - Revenue from enterprise clients has significantly increased compared to pre-IPO levels, with agricultural insurance services being a key area of growth [7] Group 4: Service Model and Future Considerations - The company provides an integrated solution for agricultural insurance, including digital maps, map service engines, application tools, and technical services [7] - There is potential for exploring futures and other specialized needs if they align with the company's strategic development and market demand [9]