和而泰(002402) - 2017年8月16日投资者关系活动记录表

Company Overview - The company specializes in smart controllers, which are critical components in various industries including home appliances, automotive, home healthcare, smart buildings, and more [2][3] - The company has transitioned from domestic to international markets, serving global clients like Siemens, Whirlpool, and Electrolux [3] - The company holds over 600 intellectual property rights and nearly 300 invention patents, making it a leader in R&D capabilities within the industry [4] Financial Performance - In the first half of 2017, the company achieved a 50% increase in revenue and a 70% increase in net profit [6] - The company's smart hardware sales reached 19.09 million yuan in the first half of 2017, a 518.79% increase compared to the previous period [14] Strategic Focus - The company is strategically extending its business into IoT and AI, developing a big data platform called C-Life, which aims to serve as a foundational platform for future societal operations [4][5] - The company has been investing in IoT and AI since 2014, with significant human and material resources dedicated to building a robust big data platform [5][6] Market and Competitive Advantage - The company has a strong competitive edge due to its high-end technology, market positioning, and customer base, which includes top global appliance manufacturers [3][4] - The company's ability to integrate the entire supply chain in China provides a cost advantage, allowing it to offer optimal technical solutions at lower costs [9] Future Prospects - The company plans to expand its domestic market share, leveraging its IoT and big data platform, which is expected to progress faster in China than abroad [10] - The company is optimistic about the future of smart controllers, driven by the trend of home appliance intelligence and internet connectivity [9][14] Collaborations and Partnerships - The company is collaborating with various industries, including home appliance manufacturers, beauty salons, real estate developers, and health institutions, to integrate its big data platform [15] - The company is also working with operators to collect data through smart devices and build a comprehensive big data platform [16]