Group 1: Company Overview and Business Focus - The main business areas of the company include 3D visualization products and services, integrated digital services, and digital twin and information software [3][4] - The company aims to strengthen its traditional business while actively exploring the development of digital twin and AI technologies, emphasizing an "AI + 3D" strategy [3][4] Group 2: Client Base and Market Expansion - The primary clients are government agencies, large enterprises, and design institutes, with plans to expand to C-end customers as the digital twin business grows [3][4] - The company is exploring various business models for C-end customer development based on market and business growth [4] Group 3: Technological Integration and Innovations - The company has integrated Baidu's Wenxin Yiyan capabilities into its digital human and exhibition services, enhancing interaction and decision-making through AI [4][5] - The company is testing other data models based on business needs and client demands to promote relevant technology applications [4][5] Group 4: Financial Performance and Challenges - The company's performance in the first three quarters of 2023 declined due to project implementation delays and slower accounts receivable recovery, with significant asset impairment losses impacting profits [5] - The fourth quarter is expected to see a higher proportion of revenue due to the completion and acceptance of digital exhibition projects [5] Group 5: 3D Data Asset Management - The company has accumulated a substantial amount of 3D data assets over 20 years, including images, text, creative content, and 3D models, supported by dedicated servers and algorithms for management and training [5] - The development of AI technology relies on vast amounts of data, and the company believes its 3D data assets will be a core advantage for maintaining industry leadership and providing quality application materials [5]
凡拓数创(301313) - 广州凡拓数字创意科技股份有限公司投资者关系活动记录表