智莱科技(300771) - 智莱科技调研活动信息

Group 1: Impact of COVID-19 on Operations - The company's main production base in Hubei was temporarily halted due to the pandemic, but has since resumed operations and is gradually restoring capacity to normal levels [3] - The global pandemic has affected economic activities in many countries, but the company's overseas business remains stable, with no significant adjustments reported by major clients [4] Group 2: Industry Trends and Government Support - The State Post Bureau has promoted contactless delivery methods, which have received policy support, benefiting the industry and enhancing consumer acceptance of smart parcel lockers [4][5] - The company plans to leverage its technological, manufacturing, quality, and marketing advantages to rapidly expand its business scale [5] Group 3: Revenue Recognition Practices - Domestic sales revenue is recognized upon completion of trial operation and customer acceptance, while international sales are recognized upon delivery and customer acceptance [5][6] - The revenue recognition cycle varies: international clients typically have a 1-2 month cycle, while domestic clients have a 1 month cycle for storage cabinets and 2-6 months for smart lockers [6] Group 4: Shareholder Dynamics and Future Prospects - A portion of the company's restricted shares will be unlocked on April 22, 2020, but no plans for share reduction have been communicated by shareholders [6] - The company is focused on R&D and market expansion in the smart storage and delivery sector, with 20 years of industry experience and increasing annual investment in product development [6][7] Group 5: Production Capacity in Vietnam - The Vietnam factory commenced production in 2019 and currently meets part of the overseas order demand, with plans to further enhance production capacity [7]