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四维图新(002405) - 2016年1月19日调研活动附件之机构调研会会议记录
NavInfoNavInfo(SZ:002405)2022-12-06 11:11

Group 1: Company Strategies - The company is focusing on two main strategies: professional verticalization and internationalization, aiming to leverage its big data capabilities for monetization [2] - The company has two monetization channels: traditional navigation maps and functional services, with a goal to provide a complete solution from data to software to services [2] Group 2: Market Position and Competition - The company aims to maintain a leading position in the high-precision map sector, despite significant investments from competitors like car manufacturers and Google [3] - The company has confidence in its competitive edge in navigation, citing three advantages: professionalism, quality, and team strength [5] Group 3: Data Collection and Utilization - The company sources high-precision map data from three main channels: its own collection vehicles, user contributions, and other data sources such as mobile devices and taxis [3] - The company emphasizes the importance of diverse data extraction to enhance the value of collected data [3] Group 4: Future Development and Collaborations - The company plans to define specifications and product launches for its vehicle networking services over the next 2-3 years [4] - Collaboration with Neusoft Group is aimed at not only domestic markets but also global expansion, leveraging each other's strengths in technology and customer resources [4] Group 5: Financial Projections and Investments - The company has high research and development investments to ensure future product competitiveness, with revenue and profit projections aligned with performance indicators set during equity incentives [5] - The company is exploring opportunities in the UBI market, recognizing that maps alone cannot drive success in vehicle networking services [4] Group 6: User Engagement and Ecosystem Development - The company is transitioning from a B2B2C model to a B2C model in vehicle networking services, aiming to enhance direct user engagement [7] - Establishing an ecosystem will require collaboration and possibly acquisitions, as the company recognizes the complexity of achieving this independently [7]