每日互动(300766) - 2020年4月16日投资者关系活动记录表

Group 1: Company Overview and Performance - The company was listed on March 25, 2019, marking a significant turning point and enabling a more formalized and improved platform for growth [2] - In 2019, the company achieved revenue of 538 million, remaining stable compared to 2018, while total profit (including bad debts from Taojiji) was 108 million, a 56% decline [2] - The SDK installation increased from 46 billion in mid-2019 to 52 billion by the end of the year, with daily active devices reaching 430 million [2] Group 2: Business Strategy and Development - The company transitioned its business logic from "data collection, processing, and monetization" to a three-layer structure of "D-M-P" (Data-Machine-People) [2] - The "D" layer emphasizes data depth and integration capabilities, with a focus on expanding SDK installations across various devices, including IoT [2] - The "M" layer focuses on operational platforms and algorithms, with the establishment of the West Lake Data Intelligence Research Institute to explore digital governance and security computing [3] Group 3: Response to Market Changes - The company has adapted to economic downturns and the impact of the pandemic by diversifying its revenue structure and enhancing its service offerings [2] - Public service and risk control services saw explosive growth in 2019, indicating a successful pivot in response to market pressures [2] - The company has engaged in significant collaborations with government entities during the pandemic, enhancing its reputation and trust in public service [5] Group 4: Employee and Investment Strategies - The company initiated an employee stock ownership plan, acquiring several million shares to incentivize key employees, with a cost of approximately 16 million spread over four years [6] - The investment philosophy focuses on maintaining core competencies while opening data capabilities to the industry for effective resource integration [9] - The company aims to attract strategic investors to enhance business and capital collaboration in future growth phases [50]