Group 1: Investor Relations Activities - The company conducted an investor relations activity on June 24, 2025, at its site, attended by various investment firms [3] - Key attendees included representatives from Beijing Fangyuan Jinding Investment, Zhongshan Securities, Hongshun Capital, Dongwu Securities, and Wanbai Investment [3] Group 2: Digital Government Business - Digital government business is a core area for the company, facing revenue growth pressure due to tightening fiscal policies and economic downturns [5] - The company has implemented a clear repayment plan and is intensifying efforts to collect long-term receivables to mitigate bad debt risks [5] - The gross profit margin has declined due to strategic concessions to maintain market competitiveness [5] Group 3: Future Business Strategy - The company aims to focus on industrial digital transformation, leveraging a "1+2+3" business structure: one foundation (digital infrastructure), two major areas (digital government and industrial digital transformation), and three capabilities (ICT system integration, digital twin applications, and AI capabilities) [6] - There is a clear market demand for industrial digital transformation in regions like Henan, showcasing the company's competitive advantage [6] Group 4: Credit Impairment Losses - The company reported credit impairment losses of CNY 34.416 million in 2024, based on a structured risk assessment policy [7] - The policy includes specific percentages for bad debt provisions based on the aging of receivables: 5% for under 1 year, 15% for 1-2 years, 65% for 2-3 years, 95% for 3-4 years, and 100% for over 4 years [7] Group 5: Collaboration and Market Strategy - The company employs a project-based collaboration model, providing customized solutions based on client needs and establishing partnerships with key enterprises [8] - The focus is on gradually building trust and scaling cooperation, with an emphasis on serving government clients before transitioning to industrial digital transformation [9] Group 6: R&D Investment Plans - The company maintains a flexible R&D strategy to adapt to rapid technological changes, prioritizing core R&D projects funded by raised capital [10] - Despite cash flow pressures, the company is committed to sustaining R&D investment levels to ensure ongoing technological innovation and competitive advantage [10]
众诚科技(835207) - 投资者关系活动记录表