<p style="margin: 0cm="0cm"  0cm="0cm"  0pt="0pt"  42.6pt; line-height: 150%; text-indent: -21.6pt; mso-char-indent-count: 0; mso-list: l0="l0"  level1="level1"  lfo3;" class="MsoListParagraph"><span style="color: red; line-height: 150%; font-size: 12pt; mso-bidi-font-family: 宋体; mso-bidi-theme-font: minor-fareast;" lang="EN-US"><span style="mso-list: Ignore;"><font face="Calibri">二、</font><span style="'font:" 7pt="7pt" /normal "Times New="New"  Roman"; font-size-adjust: none; font-stretch: normal;'>          </span></span></span><span style="color: red; line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">总体经营情况</span><span style="color: red; line-height: 150%; font-size: 12pt;" lang="EN-US"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></span></p>
<p style="margin: 0cm="0cm"  0cm="0cm"  0pt; line-height: 150%; text-indent: 21pt;" class="MsoNormal"><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">在董事会报告的主营业务分行业、产品情况表（</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">P12</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">）中明确说明“</span><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS </font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">软件收入包括</span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri"> GIS </font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">基础平台软件产品、相关行业应用平台软件产品和</span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS </font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">定制软件的销售收入</span></i><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">”，这部分的销售收入是</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">1.86</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">个亿。在</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">GIS</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">行业中，我们心知肚明，几乎没有行业应用平台和业务定制系统分离的项目，可以认为是一类销售收入。我其实特别想看到纯粹的基础平台软件的销售额是多少，因为这样就可以了解行业中的一类细分市场的规模以及更加客观的竞争情况。如果在主营收入中项目开发的比例远远超过平台销售，那超图的竞争对手已经不是</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">Esri</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">，而是数字政通、城信所、厦门精图这样的行业应用提供商了。我认为超图是有意将其混为一谈。</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><o:p></o:p></span></p>
<p style="margin: 0cm="0cm"  0cm="0cm"  0pt; line-height: 150%; text-indent: 21pt;" class="MsoNormal"><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">另一方面超图代理销售的其他软件的销售额也不少，有</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">1600</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">多万，我估计大部分是</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">Oracle</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">贡献的。虽然毛利率只有</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">10%</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">多点，但苍蝇也是肉，而且这部分的销售收入增长</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">45%</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">之多，可能也是因为行业项目的贡献吧。</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><o:p></o:p></span></p>

<p style="margin: 0cm="0cm"  0cm="0cm"  0pt="0pt"  42.6pt; line-height: 150%; text-indent: -21.6pt; mso-char-indent-count: 0; mso-list: l0="l0"  level1="level1"  lfo3;" class="MsoListParagraph"><span style="color: red; line-height: 150%; font-size: 12pt; mso-bidi-font-family: 宋体; mso-bidi-theme-font: minor-fareast;" lang="EN-US"><span style="mso-list: Ignore;"><font face="Calibri">一、</font><span style="'font:" 7pt="7pt" /normal "Times New="New"  Roman"; font-size-adjust: none; font-stretch: normal;'>          </span></span></span><span style="color: red; line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">总体战略</span><span style="color: red; line-height: 150%; font-size: 12pt;" lang="EN-US"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></span></p>
<p style="margin: 0cm="0cm"  0cm="0cm"  0pt; line-height: 150%; text-indent: 21pt;" class="MsoNormal"><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">在董事会报告的公司总体经营情况说明部分（</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">P11</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">）提出超图在“十二五”期间“<i><span style="color: rgb(54, 95, 145); mso-themecolor: accent1; mso-themeshade: 191;">公司总体战略定位将继续坚持</span></i></span><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS</font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">核心平台软件研发，进一步提升市场竞争力，加大重点行业应用平台的研发和营销力度，大力推进基于云计算的地理信息服务</span></i><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">”。对此我理解公司战略做三件事：核心传统平台软件的研发和销售，行业应用开发和面向云计算的服务式产品业务。我认为云计算现在是人人必须谈的噱头，短期内给公司带来业绩不现实，大家采取的都是走一步看一步的策略，超图也是如此。平台软件是起家的把式，也是谈自主创新的关键工作，而真正能拿到营业收入的是行业软件开发，也就是做项目。</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><o:p></o:p></span></p>
<p style="margin: 0cm="0cm"  0cm="0cm"  0pt; line-height: 150%; text-indent: 21pt;" class="MsoNormal"><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">超图认为自己的优势有四方面：产品优势、品牌和客户资源优势、人才技术优势以及管理团队优势。对于产品，提到了“<i><span style="color: rgb(54, 95, 145); mso-themecolor: accent1; mso-themeshade: 191;">公司在服务式</span></i></span><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS</font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">、二三维一体化</span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS</font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">、地理信息共享资源服务平台和</span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS</font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">国际技术合作等领域有多项突破，取得一系列成果，形成了本公司在高端</span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-size: 12pt; mso-themecolor: accent1; mso-themeshade: 191;" lang="EN-US"><font face="Calibri">GIS</font></span></i><i><span style="color: rgb(54, 95, 145); line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-themecolor: accent1; mso-themeshade: 191;">市场的独特竞争优势。</span></i><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">”所以我也明白了超图的市场活动也是围绕着服务、共享平台和二三维一体化来进行宣传，这是战略使然。而对于产品线，只在一个地方提过要要推出</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">SuperMap GIS V7.0</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">（</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">P30</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">），但是给出的时间是未来几年。我对这有点担心，平台核心产品系列看来不是那么容易快速推新，集中一两项技术可能也是无奈之举。如果没有很好的产品规划，如果没有优秀的技术人员保障，如果竞争对手</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><font face="Calibri">Esri</font></span><span style="line-height: 150%; font-family: 宋体; font-size: 12pt; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin;">有“颠覆性”的新产品面世，可能会面临比较大的技术压力。</span><span style="line-height: 150%; font-size: 12pt;" lang="EN-US"><o:p></o:p></span></p>