天喻信息(300205) - 2014年9月4日投资者关系活动记录表

Group 1: Business Layout - The company continues to focus on three main directions: data security, mobile internet, and mobile payment services [2][3] - Expanded business includes tax service and new directions in O2O terminals and security applications, forming a "three big, three small" business layout [3] Group 2: Financial IC Card Products - The financial IC card market remains strong, with over 60 million cards sold in the first half of 2014, maintaining industry leadership [3] - Due to increasing competition, sales prices and gross margins for financial IC card products are expected to decline [3] Group 3: Mobile Payment Products - Near-field payment market is entering a rapid development phase, with major telecom companies completing IM card procurement tenders [3] - The company won the SWP-SIM project with China Mobile, achieving a leading market share, although the winning bid price has significantly decreased [3] Group 4: System and Service Business - The company is expanding its system and service business market, leveraging its customer resources and application integration capabilities in finance and transportation [3][4] - Currently, the company has been shortlisted for multiple city one-card online service platforms and bank TSM platform projects [3][4] Group 5: Mobile Internet Business - The mobile internet business focuses on "He Life" (formerly "Wireless City"), education cloud, and O2O e-commerce [4] - Revenue primarily comes from platform development, upgrades, and operational maintenance fees for mobile payment services [4] Group 6: Mobile Payment Service Development - The wholly-owned subsidiary, Qindong Network, continues to provide integrated solutions for payment services to industry clients [4] - Partnerships with several banks have been established, leading to an increase in merchant and user numbers, with plans for rapid growth in industry users [4] Group 7: Tax Service Business - With the promotion of the national VAT reform policy, industries such as telecommunications, construction, and finance will gradually fall under the VAT reform scope, leading to rapid market growth for tax control products and services [4][5] - The company is working to enhance its market layout in the tax service industry, aiming for it to become a new profit growth point [5]