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任子行(300311) - 2024年6月25日投资者关系活动记录表
300311Surfilter(300311)2024-06-25 10:09

Group 1: Financial Performance and Challenges - The company reported a decrease in overall operating revenue due to macroeconomic factors and industry demand weakening, leading to increased costs and lower profits than expected [1][2]. - The company has faced continuous losses, primarily attributed to delays in project contract execution and longer project cycles, which have impacted revenue recognition [2][3]. - The company plans to focus on national strategic directions and market demands to improve its business layout, particularly in the industrial internet sector [1][3]. Group 2: Stock Price and Market Stability - The company's stock price has been declining, influenced by various factors including macroeconomic conditions and overall market environment [2][3]. - The company is committed to enhancing its core business and internal value to promote sustainable development, with potential plans for share repurchase if necessary [2][3]. Group 3: Research and Development Focus - The company aims to increase strategic investments in industrial internet security and enhance its position in the market by aligning with industry needs [3][7]. - As of April 30, 2024, the company holds 468 software copyright registrations and 130 authorized patents, indicating a strong focus on R&D in the information security field [3][4]. Group 4: Future Outlook and Strategic Initiatives - The company intends to leverage opportunities in network security and industrial internet, integrating product, technology, and market advantages to improve operational efficiency [3][7]. - The company is actively exploring overseas markets, particularly in countries along the Belt and Road Initiative, to meet customer demands [2][3].