兴民智通(002355) - 2017年10月31日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activity was held on October 31, 2017, with both online and offline participation [2] - Participants included representatives from various securities firms and investment companies [2] Group 2: inCOM Data Platform - The inCOM data platform has two main charging models: one for self-built clients based on overall needs, and another for platform leasing clients based on the number of connected vehicles [3] - The revenue composition of inCOM includes system construction fees, operational maintenance fees, and technical support fees [3] Group 3: Business Models - INTEST's revenue model includes hardware sales from T-Box and service fees from the inCOM data platform [3] - The revenue sources for 95 Smart Driving include customized solutions for car manufacturers and service fees from system construction and operation [3] Group 4: Market Penetration and Customer Base - 95 Smart Driving currently serves approximately 1.6 million vehicle owners, with a low penetration rate due to the current state of vehicle connectivity [3][4] - The proportion of connected models among the 15 car brands served by 95 Smart Driving is increasing, indicating a high coverage ratio [4] Group 5: Revenue Composition - INTEST's T-Box currently accounts for approximately 70%-80% of sales revenue, while inCOM and other software account for about 20%-30% [4] - The sales revenue of T-Box is expected to increase in the short term, but the long-term trend will see growth in software sales [4] Group 6: Data Ownership and Applications - Data ownership in the inCOM platform belongs to the vehicle manufacturers, with INTEST assisting in data pool establishment [5] - The inCOM platform can be applied in various scenarios, including monitoring platforms for connected vehicles and data management [6] Group 7: Customer Contributions and Profit Margins - Major customers include BAIC New Energy and Watema Alliance, contributing significantly to the company's revenue [6] - The decline in gross margin is attributed to product structure adjustments and normal price reductions, but margins are stabilizing [6] Group 8: Future Plans and Capacity - The company plans to focus on independent development and establish research institutes to strengthen its position in the connected vehicle field [7] - Current production capacity utilization is at 80%-90%, with plans for expansion to meet market demand [7]