亿道信息(001314) - 2023年12月8日投资者关系活动记录表

Group 1: Company Overview and Product Development - The subsidiary Yijing Virtual was established in 2015, focusing on near-eye display and 3D computing, developing innovative AR/VR/MR products [1] - The company has a comprehensive product development design system, effectively meeting various customer customization needs [2] - The company has established a strong customer base, including well-known clients like Medion, Unowhy, HMD, and Transsion, with products sold in over 80 countries [2] Group 2: Financial Performance and Market Trends - In 2022, the company's revenue from domestic products increased by 467.76%, primarily driven by notebook computers and other categories [2] - The application direction of domestic products is represented by a "2+8" system, indicating significant growth opportunities in finance, education, and other sectors [3] Group 3: Production and Supply Chain Management - XR products are produced by external manufacturers, with quality control and supervision provided by the company to ensure production standards [2] - The company can focus more resources on future product innovation and core supply chain elements, enhancing flexible manufacturing capabilities [2] Group 4: Product Features and Market Applications - The company has developed rugged products with a gross margin exceeding 40%, applicable in diverse scenarios such as energy exploration and smart manufacturing [3] - The ONERugged brand was launched, offering a range of rugged computing products aimed at enhancing digitalization across various industries [3]