国投智能(300188) - 2015年6月12日投资者关系活动记录表

Group 1: Business Expansion and Strategy - The company is adopting a "small products, large services" strategy, transitioning from system construction to service provision, which has led to a decline in revenue [6] - The electronic data forensics market is experiencing increasing demand, supported by national policies promoting legal governance [3] - The company is expanding horizontally and vertically in the electronic data forensics field, continuously upgrading products in line with technological advancements [4] Group 2: Market Position and Competition - The company holds approximately 40% market share in the domestic electronic data forensics industry, maintaining a leading position [5] - The company faces competition in individual products but leads in overall solution offerings [4] - The growth in demand is particularly strong in law enforcement sectors such as criminal investigation and customs [4] Group 3: Revenue Models and Pricing - The pricing for electronic data forensics services varies significantly, with system construction fees ranging from hundreds of thousands to millions, while service fees can range from tens of thousands to over a hundred thousand [3] - The company has a diverse revenue model for its cloud storage services, including free offerings and charges based on storage space and duration [10] Group 4: Future Development and Innovations - The company is exploring new business areas such as copyright trading and network identity authentication, with potential for significant growth [9][10] - The company has established a joint venture for ecological origin certification, which is expected to generate annual revenue of around 90,000 to 100,000 [7] - The company is also focusing on the development of drone applications for law enforcement and industry, differentiating itself from competitors like DJI [10][11] Group 5: Research and Development - The company employs over 700 personnel in research and technical support [12] - The company is actively involved in training programs to enhance sales and customer understanding of its products [6]