博思软件(300525) - 2023年12月20日投资者关系活动记录表

Group 1: Company Overview and Strategic Focus - The company focuses on three main business areas: digital tickets, smart finance, and digital procurement, with strong competitive advantages in each sector [2] - The company is actively expanding into smart city and digital rural business sectors [2] - The sustainable revenue proportion in the company's income structure is continuously increasing, providing a stable income base for future business development [2] Group 2: Digital Ticketing Business - The digital ticketing business has covered most provinces in China, establishing a strong market presence and competitive edge [2] - The company plans to expand its operations into the digital ticket and electronic voucher sectors, aiming to capture a larger market share [2] - The company has already assisted over 10 provinces in establishing data-sharing channels for electronic medical ticketing [3] Group 3: Smart Finance Sector - The company has participated in the construction of integrated core systems for the Ministry of Finance and 11 provinces, contributing to the development of budget management integration [2] - The company has developed multiple modules in its budget management system, enhancing its service offerings [2] - The company is expanding its fiscal big data services across various provinces, focusing on monitoring fiscal operations and risk management [4] Group 4: Digital Procurement Business - The digital procurement business has expanded to 19 provinces, serving over 260 universities and providing digital procurement platforms for 15 central enterprises and nearly 100 local state-owned enterprises [3] - The company aims to increase transaction volumes in digital procurement as the penetration and monetization rates improve [3] Group 5: Electronic Voucher Business - The company holds a leading market share in the electronic voucher sector, particularly in government applications, including non-tax revenue and fiscal electronic tickets [5] - The company has established a comprehensive service platform for electronic vouchers, integrating various stakeholders such as fiscal departments and insurance companies [5] - The company is actively involved in the reform of electronic vouchers, ensuring a competitive advantage through its extensive market experience and technical capabilities [5]