依米康(300249) - 依米康调研活动信息

Group 1: Company Overview and Strategic Transition - Yimikang has undergone three development phases since its establishment in 2002, transitioning from a precision air conditioning supplier to a comprehensive service provider for computing power infrastructure [3][4]. - The company shifted from a diversified strategy to a focused strategy in 2021, concentrating on the information data sector and divesting unrelated businesses [4][6]. - As of 2023, revenue from the information data sector accounts for over 80% of total revenue, showing a rising trend [6][7]. Group 2: Business Segments and Innovations - Yimikang's business is divided into four main segments: key equipment, intelligent engineering, software services, and smart services, all contributing to the lifecycle of computing power infrastructure [6]. - The company is actively developing liquid cooling technology, with a projected market space of 6.3 billion yuan by 2025, aiming for a penetration rate of 50% [4][5]. - The smart hospital projects include collaborations with major hospitals, providing integrated solutions for smart healthcare [5][6]. Group 3: Financial Goals and Incentives - The performance target for the 2023 equity incentive plan is a net profit of 76.05 million yuan from the information data sector, aiming to motivate the core team [7]. - The company has implemented an equity incentive plan since 2021, focusing on middle management and key employees in the information data field [7].