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新北洋(002376) - 2018年9月20日投资者关系活动记录表
SNBCSNBC(SZ:002376)2022-12-03 09:20

Group 1: Company Overview - Shandong New Beiyang Information Technology Co., Ltd. has a focus on strategic growth in the financial, logistics, and new retail sectors [1][4][6]. - The company has increased its R&D personnel from 968 in 2017 (over 30% of total employees) to 1,269 in the first half of 2018 [3]. Group 2: Production Capacity - The company added 130,000 units of self-service integrated product production capacity through a non-public stock issuance in 2016, and an additional 50,000 units using its own funds, aiming for a total annual capacity of 250,000 units by the end of 2018 [4]. Group 3: Market Opportunities - The financial sector is experiencing a shift towards fully automated banking services, increasing demand for smart teller machines and cash recycling machines [4]. - The logistics sector faces challenges due to rising competition and costs, creating a need for cost-effective solutions, which the company aims to address [4][8]. - The new retail sector is expanding due to rising national income, changing consumer habits, and the emergence of mobile payment methods, presenting significant growth opportunities [4][5]. Group 4: Customer Types and Sales Strategy - Key customer types in the new retail sector include e-commerce clients enhancing offline presence, fast-moving consumer goods manufacturers leveraging data channels, and traditional supermarkets [5]. - The company employs a dual sales strategy, utilizing both distributors and direct sales [7]. Group 5: Financial Performance Expectations - The company anticipates its third-quarter report to show a change in performance within the range of 20%-60%, as previously disclosed in the semi-annual report [10].