Wisesoft(002253)2022-12-06 23:28Group 1: Company Development Plan - The "13th Five-Year" development plan is expected to be the fastest growth period since the company's establishment [2] - The profit model is shifting from "project model" to "project + service + product model" [2] - High-end training and experiential services will become one of the main profit models [2] - New products are anticipated to significantly contribute to the company's performance growth [2] - Traditional air traffic management (ATM) business is expected to recover and achieve new heights [2] - Innovation and incubation of proprietary technology are expected to make substantial contributions to performance [2] Group 2: VR and Cultural Technology Business - The company has a long history of VR technology research and application development since the mid-1990s [3] - The VR system can achieve a visual space of 360 degrees horizontally and 210 degrees vertically, with display areas reaching hundreds of square meters [3] - The highest price for a single system exceeds 10 million yuan [3] - VR technology has been applied in air traffic control, flight command, flight simulation, and cultural technology [3] - The company has begun to layout the VR industry chain, focusing on non-wearable systems [3] Group 3: Low-altitude Monitoring and Management System - The low-altitude monitoring and management system features active monitoring, data fusion, and target recognition, suitable for China's low-altitude airspace safety regulation [3] Group 4: Q&A Insights - Air traffic management revenue is expected to grow steadily during the "13th Five-Year" period [4] - The impact of low-altitude reform on the company is positive, but market scale is uncertain [4] - The company's 3D facial recognition products are currently in demonstration application stages, mainly in campus dormitory access control, railways, and public security [4] - Flight simulation training is expected to grow steadily, with long-term on-site training agreements reducing costs for users [4] - The company is developing VR products for science education, with a VR science experience center expected to trial by the end of the year [4] - The company does not plan to develop games but is open to providing technical cooperation [4] - VR technology has applications in military but has not entered combat simulation [4] - In intelligent transportation, the company plans to transfer some technologies to integration companies to enhance efficiency [5]