证券代码：000801 证券简称：四川九洲 | --- | --- | --- | |---------------------|--------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：000801 证券简称：四川九洲 四川九洲电器股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------------|-------|----------------------------------------|-----------------------------------------| | 投资者关系活 \n动类别 | □ 特定对象调研 \n□ 媒体采访 □ 新闻发布会 □ 现场参观 \n√ 其他 （机构调研电话会议） | | □ 分析师会议 \n□ 业绩说明会 □ 路演活动 | | | 参与单位名称 | | | 安信证券 邹润芳、王书伟、毛云开 | | | 及人员姓名 | | | 中邮基金 聂 璐 中国人寿资产 何 川 | | | | | | | 兆丰和投资 陈招洪 招商证券 马云飞 | | | | | | 长江养老保险 邓 瑞 长安基金 ...

Group 1: Company Overview - Sichuan Jiuzhou Electric Co., Ltd. is a leading provider in digital audio and video, air traffic control (ATC), and IoT-related businesses [2] - The company completed the acquisition of Jiuzhou ATC in 2015, expanding its presence in both military and civilian markets [2] Group 2: Business Expansion and Strategy - During the 12th Five-Year Plan, Jiuzhou ATC expanded its military ATC monitoring to include navigation services [3] - Jiuzhou Group aims to drive enterprise development through reforms, achieving simultaneous growth in scale and efficiency [3] Group 3: Competitive Landscape - In the military logistics information sector, Jiuzhou Information faces competition primarily from military research institutes [4] - The company's competitive advantage lies in its strong technical foundation in military logistics, particularly in military material logistics [4] Group 4: Future Plans - Jiuzhou Group's state-owned enterprise reform plan has been approved, aiming to reorganize into a capital operation platform to enhance capital management and increase asset securitization rates [4] - There is no specific timeline for when Jiuzhou Group's quality assets will be packaged for listing [4]

证券代码：000801 证券简称：四川九洲 四川九洲电器股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------------|-------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 动类别 | √ 特定对象调研 □ 媒体采访 □ 新闻发布会 □ 现场参观 □ 其他 | □ 分析师会议 □ 业绩说明会 □ 路演活动 | | 参与单位名称 | 光大证券股份有限公司 罗敬军 | | | 及人员姓名 | 光大证券股份有限公司 赵 晨 | | | 时间 | 2016 年 11 月 16 日 | | | 地点 | ...

证券代码：000801 证券简称：四川九洲 四川九洲电器股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 媒体采访 | □ 分析师会议 业绩说明会 | | 类别 | □ □ 新闻发布会 □ 现场参观 □ 其他 | □ □ 路演活动 | | 参与单位名称及 | 海通证券股份有限公司 刘 磊 | | | 人员姓名 | 国信证券经济研究所 李君海 | | | | 信达证券股份有限公司 杜煜明 | | | | 昆仑健康保险股份有限公司 王 浩 | | | 时间 | 2016 年 12 月 15 | 日 ...

Group 1: Company Overview - Sichuan Jiuzhou Electric Co., Ltd. is a leading enterprise in digital audio and video, air traffic control, and IoT-related businesses [1] - The company focuses on three main industries: digital television, air traffic control, and IoT, contributing to its diversified development in electronic information products and services [1] Group 2: Financial Performance - The company has experienced significant revenue growth, primarily driven by the digital television sector [2] - Price increases in storage chips and raw materials have negatively impacted the company's product gross margins [2] Group 3: Future Development Directions - In 2017, the company will focus on the integration of broadcasting networks with "television + broadband" trends, enhancing its leading position in smart terminal technology [2] - The company aims to leverage opportunities in the communication market by developing core businesses represented by IPTV, data access terminals, and optical devices [2] Group 4: Partnerships and Collaborations - The company has passed various supplier certifications from Huawei and is jointly developing multiple optical communication terminal products, achieving bulk supply capabilities [2] Group 5: Challenges and Market Conditions - The air traffic control business has seen a decline due to uncertainties from military structural reforms and changes in procurement models [2] - The company is a primary domestic supplier for the C919 large passenger aircraft project, responsible for developing the cabin broadcast intercom subsystem and participating in system design [2] Group 6: IoT Development - The company has implemented smart security projects in 28 cities, including smart traffic management systems and urban surveillance systems [3]

Group 1: Company Overview - Sichuan Jiuzhou Electric Co., Ltd. is a leading provider in digital audio and video, air traffic control, and IoT-related businesses, with a focus on military-civilian integration and diversified development in electronic information products [2]. - In 2016, the company achieved operating revenue of 391,573.29 million CNY, a year-on-year increase of 22,352.46 million CNY, but a profit decline of 14.71% [2]. Group 2: Financial Performance - The net profit attributable to the parent company was 19,056.41 million CNY, reflecting a year-on-year decrease of 12.02% [3]. - The decline in performance was attributed to fluctuations in the digital television and air traffic control sectors, with rising costs of storage chips and raw materials impacting profit margins [3]. Group 3: Competitive Advantages - The company specializes in secondary radar systems, differentiating itself from competitors like Guokai Technology and Sichuan Chuangxin Electronics, which focus on primary radar systems [3]. - Key competitive advantages include being a high-tech enterprise with a unique national air traffic monitoring and communication system engineering research center, and possessing comprehensive industry and product qualifications [3]. Group 4: Strategic Partnerships and Future Plans - The company is a primary supplier for the C919 large passenger aircraft and has deployed its information management systems across various military branches [4]. - Collaboration with Huawei is progressing, with the company having passed various supplier certifications and jointly developing multiple optical communication terminal products [4]. - The company is actively pursuing both organic growth and external acquisitions to enhance its industry development [4].

证券代码：000801 证券简称：四川九洲 四川九洲电器股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：000801 证券简称：四川九洲 四川九洲电器股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 类别 | √ 特定对象调研 □ 媒体采访 □ | □ 分析师会议 业绩说明会 | | 参与单位名称及 人员姓名 时间 | □ 新闻发布会 □ 现场参观 □ 其他 2017 年 7 月 5 日下午 | □ 路演活动 安信证券股份有限公司 冯福章、张 超、张 傲、邹承原 广发资产管理 ...

证券代码：000801 证券简称：四川九洲 四川九洲电器股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------------|------------------------------------------------------|---------------------------------------------------------------------------------------------------------------| | 投资者关系活动 类别 | √ 特定对象调研 □ 媒体采访 □ 新闻发布会 □ 现场参观 | □ 分析师会议 □ 业绩说明会 □ 路演活动 | | | □ 其他 | | | 参与单位名称及 | 海通证券股份有限公司 刘 磊 | | | 人员姓名 | 华创证券有限责任公司 卫 喆 | | | | 中国国际金融股份有限公司 陈珺诚 | | | | 泰康资产管理有限责任公司 段中喆 | | | | | | | | 民生加银基金管理有限公司 李君海 | | | 时间 | 2019 年 1 月 17 | 日下午 2 ...