Group 1: Company Overview - Tuo Wei Information is the only A-share company that has formed a comprehensive strategic partnership with Huawei in three core areas: Kunpeng, Ascend AI, and Open Source Harmony [4] - The company has rich industry understanding and digital service capabilities, participating in the production of Kunpeng/Ascend hardware products and developing a series of integrated software and hardware products based on Kunpeng/Ascend AI technology [4] Group 2: Strategic Transformation - The past year marked a significant strategic transformation for the company, with some strategic businesses still in the investment phase and not yet generating scaled revenue [2] - Traditional business has faced limitations due to external and internal environmental factors, leading to underperformance in last year's operating results [2] Group 3: Financial Stability and Growth - The software service business in key areas such as examination and telecommunications remains stable, expected to continue providing cash flow [4] - The intelligent computing business is in a growth phase, with its contribution to the company's performance increasing year by year [4] Group 4: AI Collaboration and Product Development - Tuo Wei became one of the first partners for Huawei's Ascend hardware production in March 2021 and has developed industry benchmark products and solutions based on Ascend AI in sectors like transportation and manufacturing [4] - The company aims to build a comprehensive AI product matrix from self-developed hardware to industry models and AI applications, leveraging 27 years of industry digital technology experience and extensive application case data [4] Group 5: Future Goals - The company aims to become the top player in the Open Source Harmony ecosystem, particularly in education and transportation sectors [5] - Plans for this year include promoting commercialization of benchmark projects and achieving breakthroughs in product development and business model design in one or two new industries [5]
拓维信息(002261) - 2023年5月20日投资者关系活动记录表