浩云科技(300448) - 浩云科技:2020年2月20日投资者关系活动记录表

Group 1: Company Overview and Financial Performance - The company focuses on two main business areas: a "business engine-based smart IoT data platform" and UWB technology for precise location services [4] - Since its listing in 2015, the company's net profit has grown at an annual rate of 20%-30%, with 2018 revenue at 765 million and net profit at 140 million. The 2019 profit forecast is between 155 million and 180 million [4] - The company maintains a healthy cash flow, with cash on hand amounting to several hundred million [4] Group 2: Low-Code Platform - The low-code platform is a zero-code or low-code tool that allows for rapid application development, similar to a Lego drag-and-drop tool [5] - The platform has three key features: compatibility with various software and hardware, integration of IoT data with management processes, and a flexible configuration engine for custom management [6] - The platform is currently applied in finance, justice, public safety, and ubiquitous power sectors, with plans for expansion into other industries [6] Group 3: UWB Technology - UWB technology offers advantages over Wi-Fi and Bluetooth, including centimeter-level accuracy (dynamic 0.5 meters, static 2 centimeters), strong stability, and low power consumption [8] - The company has developed UWB applications in judicial settings, including smart prison management and community correction systems [9] - UWB technology is also utilized in financial sectors for precise personnel tracking and in nuclear power for detailed location management [11] Group 4: Market Potential and Strategic Partnerships - The estimated market size for UWB technology in civilian applications is approximately 30 billion [14] - The company has formed a strategic partnership with Huawei to leverage cloud capabilities and high-performance chips for banking applications [16] - The company aims to replicate successful models from the financial sector to other industries, targeting significant market share growth [16]