Incident: The company announced a restricted stock incentive plan on December 15. It plans to grant no more than 2.85 million restricted shares to no more than 63 incentive recipients (including the actual controller, director, and deputy general manager of the company, the wife of Wu Suiying, the actual controller of the company and the wife of Chairman Wu Suiying), accounting for about 2.7850% of the company's total share capital, and the grant price is 18.55 yuan/share. The goals for the 24/25 performance assessment are 54 million yuan/65 million yuan, respectively. The plan is currently awaiting review and approval by the company's shareholders' meeting. At the same time, interaction is easy to respond. The company will apply AIGC technology to scenarios such as text, images, and virtual people. The application of AIGC technology has improved production efficiency, and more fields of application will also be explored in the future.
Comment:
The company is a comprehensive provider of digital creative products and digital integration solutions. It has always been committed to integrating digital technology with cultural creativity, applying 3D visualization technology and digital multimedia integration technology, and providing one-stop digital creative services such as 3D digital content production, software development, comprehensive design, and system integration. This restricted equity incentive plan shows the company's confidence in future development, and close attention is recommended.
Main products and services:
Digital creative products, including static digital creative services and dynamic digital creative services. Static digital creative services use computer graphic image production and processing technology to simulate the real environment through computer 3D simulation software according to the floor plan or structure diagram provided by the customer to provide customers with images and design services such as 3D renderings. It is mainly used in the fields of architectural design, planning design, survey design, etc. Dynamic digital creative services, that is, the use of 3D visualization technology, digital multimedia technology, software development technology, etc., to provide customers with 3D videos (such as 3D high-definition promotional videos, video animations and advertisements, etc.) and digital interactive software (such as virtual reality and augmented reality systems, digital sandboxes, digital multimedia interactive systems, stereoscopic (holographic) imaging systems, application software development, etc.). According to customer needs, the company can deliver display content such as 3D videos as an embedded and accessible part of digital interactive software as a whole, yet digital interactive software is not a general-purpose software that does not need to be customized to customer needs or is only less customized. Digital interactive software is developed by the company itself and its subsidiary companies.
Digital integration solutions, that is, digital display and system integration services. Digital display and system integration services focus on display planning, overall design, 3D digital content production, software development and system integration to provide customers with digital integration solutions. Digital integration solutions include providing customers with digital creative product deliverables such as promotional videos, digital sandboxes, VR, and AR systems.
The main contents of digital display and system integration services include creative space design, exhibition design, digital content creation, development of intelligent central control and integrated software, decoration, equipment installation and system integration services. It is mainly used in cultural and cultural exhibitions, science and technology popularization, smart cities, industrial cities, cultural tourism, cultural and sports activities, etc.
Digital twins and information technology software: Mainly applying digital information technology, combining AI, big data, GIS, VR/AR, IOT and other technologies, to provide customers with digital twin platforms, cloud virtual exhibition halls, digital intelligence virtual humans, etc. based on smart city and industrial park management, industry 3D big data applications, industrial data and information management, etc. The business company invested in research and development in 2019, and its products and services were promoted to the market in 2022, resulting in a number of benchmark cases and excellent projects that were recognized by customers. In 2022, digital twins and information technology software achieved a total revenue of 11.514 million yuan, accounting for 1.89% of the company's total revenue. The operating income for the first half of 2023 was 10.1152 million yuan, accounting for 6.27% of the company's total revenue and a gross profit margin of 50.67%. In 2022, the company had 154 R&D personnel, accounting for 13.92% of the total employees.