Group 1: Company Overview - Yidao Information is a provider of smart electronic products and solutions, focusing on product definition and R&D design [2] - The company’s main business is divided into rugged smart terminals and consumer smart terminals, with applications in various sectors such as smart manufacturing, transportation, energy exploration, and public utilities [2] - Consumer products include PCs, tablets, AIoT, and XR products, serving leading global brands with comprehensive services from design to delivery [2] Group 2: Localization Demand - The trend for localization is positive, with the "2+8" system indicating key sectors: "2" for government and "8" for critical industries including finance, electricity, telecommunications, oil, transportation, education, healthcare, and aerospace [3] - The localization process in government started earlier, while sectors like finance and telecommunications are catching up, presenting significant market opportunities [3] - In 2024, the company expects a 136.1% year-on-year increase in revenue from localization products, aiming to enhance R&D and meet diverse customer needs [3]
亿道信息(001314) - 2025年5月19日投资者关系活动记录表