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【国元证券】信息发展:调研纪要

國元證券 ·  Sep 21, 2016 00:00  · Researches

Research background on key investment points. In the first half of 2016, the company achieved revenue of 182 million yuan, an increase of 36.02% over the same period last year, and net profit attributable to shareholders of listed companies - 11.708 million yuan, a decrease of 4.35% over the same period last year. 1. Company profile. 1 Company Overview. The company strives to become an information resource management expert and was listed in June 2015. It is mainly engaged in information development and services for food circulation traceability, files, politics and law, etc., and can provide customers with relevant solutions such as informatization consulting, software and hardware product development, system integration, operation and maintenance, and promotion. With 19 years of industry accumulation, it has become a leading enterprise in three major fields. The company has its own decision-making center, including shareholders' meetings, board of directors, etc., as well as its own confidentiality committee, functional management center, and research institutes, including R&D centers, archives research institutes, food safety research institutes, and political law research institutes. The company has three major business groups: food safety, archives, and politics and law. It has 26 branches and 2 holding subsidiaries. Development history. Established in 1997, it has a history of 19 years. The development process is divided into three stages: the first stage, the start-up stage in 97-02, the stage of steady growth in 03-08, and the stage of rapid development since 2009. At the beginning of its establishment, it only assembled computer components. It won the Shanghai Hi-Tech Award in 1998, and officially entered the field of archives in 2000. Steady development stage: branches were initially developed in 2003, a special service brand, the S1 service brand, was launched in 2004, and the shareholding system reform was completed in 2008. Stage of rapid development: In 10 years, Guangdian products obtained a registered trademark in Shanghai, promoted the archival business, and was listed on the Shenzhen Stock Exchange in June 2015. At the same time, they obtained the first-level qualification for information system integration, and won the 2015 Shanghai Quality Gold Award. Guangdian Information Development Co., Ltd., a wholly-owned subsidiary in 2016, obtained 3 security-related grade A qualifications, and this year it also established the Information Development Research Institute. Market share. The archival industry has a share of 62.8% at the central and provincial levels, and the food distribution traceability has won 23 of the country's 57 bidding cities. The market share is as high as 40%, and the prison information technology sector has reached 100% coverage in Shanghai and Jiangsu. Company advantages. It has a huge customer base of more than 2,000 companies, including key projects of the Archives Bureau and the Higher People's Procuratorate. In addition, it has 19 years of industry accumulation, a leading position in the industry, a professional service mechanism, strong market development capabilities, strong R&D capabilities, and excellent management capabilities, making it the most advanced enterprise in the entire industry.

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