Group 1: Financial Performance - The company's Q1 revenue increased, but it reported a net loss due to the gradual recovery of downstream customer demand post-lifting of restrictions [2] - The total new orders signed during the reporting period amounted to nearly 3 billion, representing an 18% year-on-year increase [5] - The company's R&D investment for 2022 was approximately 397.4 million [5] Group 2: Market Position and Product Offerings - In the MES market, the company ranked first in the high-tech electronics and computing sector with a market share of 7.6%, and second in the equipment manufacturing MES solutions with a market share of 4.2% [3][6] - The company's S-MOM product is a mature, integrated industrial management software family developed in-house [4] - The gross margin for the smart manufacturing and industrial internet business in 2022 was 43.15% [4] Group 3: Strategic Initiatives - The acquisition of a 49% stake in Jidian Information aims to strengthen the company's foundation in the ERP field, particularly in financial digitalization products [3] - The company is focusing on expanding its market share in the new energy and semiconductor sectors while maintaining its leadership in smart manufacturing [4] - The company has launched four phases of stock incentive plans, targeting senior management and core technical personnel [4] Group 4: Shareholder Returns - The proposed dividend plan for this year is to distribute a cash dividend of 1.25 yuan per 10 shares (tax included), pending approval at the 2022 annual shareholders' meeting [5]
赛意信息(300687) - 2023年5月17日投资者关系活动记录表