天源迪科(300047) - 2017年1月4日投资者关系活动记录表

Group 1: Company Overview - Tianyuan Dike is a public company with a focus on IT solutions for financial institutions, currently employing over 700 staff with a goal to expand to 1,200 in two years [1] - The company has applied for over 60 intellectual property rights in the past seven years and is one of 22 companies meeting the standards for the innovation layer of the New Third Board [1][2] Group 2: Client Base and Revenue Sources - The majority of clients are located in East China, South China (including Hong Kong and Macau), and North China, primarily in the financial sector, with approximately 94% of revenue coming from this industry [2] - Revenue sources include over 80% from backend operations, around 10% from middle-office system integration, and approximately 6% from services related to internet finance [2] Group 3: Business Model and Competitive Advantage - The business model is driven by high-end consulting and product development, which in turn stimulates technology service growth [2] - The company has a competitive advantage due to its specialized team familiar with banking needs, a comprehensive methodology from demand to delivery, and the ability to help banks reduce operational costs [2] Group 4: Collaboration with Weenbest - The collaboration with Weenbest is based on market, resource, and technology complementarity, with Weenbest focusing on customized banking services and Tianyuan Dike providing big data analysis capabilities [2][3] - The acquisition of Weenbest is expected to bring new clients, industry growth points, and shared customer relationships, with a payment structure of 10% cash and 90% stock [3] Group 5: Future Development Plans - Weenbest aims to expand into internet finance innovation and financial big data services, leveraging Tianyuan Dike's capabilities [2][3] - The company plans to introduce new products in 2017, including AI applications for data mining and industry-specific applications for public security and telecommunications [6][8] Group 6: Market Position and Competition - The main competitors include companies like Changliang Technology and Anshuo, but Weenbest maintains a cooperative relationship with Changliang Technology in certain projects [5] - The company is positioned to benefit from the trend of banks outsourcing maintenance services to domestic firms, creating a collaborative rather than purely competitive environment with foreign companies [4]