恒宝股份(002104) - 2015年3月9日投资者关系活动记录表

Group 1: Strategic Transformation - The company proposed a strategic transformation in 2014, shifting from a single terminal manufacturing focus to a combination of systems, platforms, services, and operations [1][2] - The transformation process accelerated after introducing strategic investments, with a series of effective initiatives implemented [2] Group 2: Future Plans and Product Development - The company plans to implement its transformation through mPOS products, establishing a unified transaction settlement platform and building a substantial customer base [2] - The focus will be on enhancing customer stickiness through ERP and value-added services, while maximizing the value of operational data from small and medium-sized merchants [2] Group 3: Product Performance - Financial IC cards are in a rapid growth phase, with promising growth expected in 2015 [2] - The communication SIM cards, primarily 4G, have seen an increase in gross margin [2] - The tax control disk market is anticipated to grow significantly, with 200,000 orders received in 2015 compared to only 20,000 in 2014 [2] - The resident health card is expected to see a substantial issuance as it is promoted nationwide this year [2]