天喻信息(300205) - 2014年11月5日投资者关系活动记录表

Group 1: Business Layout - The company continues to expand its business around three main directions: data security, mobile internet, and mobile payment services, while also venturing into tax services and O2O e-commerce [2][3] - The business layout has formed a "three big, three small" structure, including two new business directions: terminal and security applications [3] Group 2: Revenue Composition - Data security remains the primary source of revenue and profit for the company, with the financial IC card business being the pillar [3] - As service-oriented businesses mature, they are expected to provide new growth points for the company's performance [3] Group 3: Education Cloud Project Progress - The company has undertaken multiple regional education cloud projects and is actively participating in tenders for education cloud projects in Hubei Province and Wuhan City [3][4] - The company aims to leverage its first-mover advantage to capture market share in regional education cloud platform construction [4] Group 4: Mobile Payment Service Development - The wholly-owned subsidiary, Qindong Network, focuses on providing convenient and secure payment solutions in vertical industry applications [4] - The business is still in its early stages, with efforts being made to strengthen market development and expand user base [4] Group 5: O2O E-commerce Business Progress - In September 2014, the company established a joint venture with Zhongshang Group to expand smart retail O2O e-commerce operations [4] - The business is still in the exploratory phase, with the commercial model needing further refinement and profitability being uncertain [4] Group 6: Trusted Terminal and Security Application Business - With the rapid development of mobile internet, security issues related to mobile terminals and applications need urgent attention [4] - The company is actively negotiating partnerships in the trusted terminal business to seize market opportunities and create new profit growth points [4]