Group 1: Company Overview and Future Outlook - The company focuses on R&D in smart set-top boxes and plans to continue investing in 4K, 8K, and 5G technologies [2][3] - The global market, particularly outside China, is expected to maintain a rapid growth trend from 2018 to 2020 and beyond [3] - The partnership with Google and Netflix aims to enhance the development of Android TV boxes, which is anticipated to yield significant returns [3] Group 2: R&D Investments and Product Development - Increased R&D investment in broadband access products, including 10GPON, WiFi6, and 5GCPE, is noted [4] - The company is positioned as a global leader in optical products, especially under the 5G context, with expectations of good returns from both domestic and overseas markets [4] - New business areas include IoT smart terminal products, such as network cameras and smart displays, aligning with smart home ecosystems [4] Group 3: Automotive Sector Development - The company has initiated automotive OEM pre-installation business, focusing on professional display technology [5] - There is a growing demand for ultra-thin display technology in vehicles, with the company leveraging its advantages in ultra-high-definition displays [5] - Recognition from leading domestic automotive manufacturers is expected to enhance opportunities in the automotive smart sector over the next two to three years [5] Group 4: Market Demand and Projections - By 2022, the target for ultra-high-definition video users is set at 200 million, with significant demand for 4K set-top boxes and access network devices [6] - The estimated demand for set-top boxes in 2020 is approximately 43 million units, with smart gateways around 50 million units [7] - The global shift towards 4K ultra-high-definition is evident, with projections for 8K to emerge between 2021 and 2022 [7] Group 5: Impact of COVID-19 - The company established a pandemic response leadership team to manage risks and ensure operational continuity [6][8] - Remote working systems were implemented to maintain R&D and design activities during the pandemic [8] - Production activities in overseas subsidiaries and domestic factories resumed without significant impact on order execution and delivery [8]

Business Overview - In 2019, the company achieved significant growth in its main business areas, focusing on home terminal boxes, smart access devices, and various smart terminal products [1] - The company issued CNY 10.4 billion in convertible bonds to optimize its product structure and improve overall gross margin [2] Market Segments - The company has successfully penetrated four major market segments: 1. Broadcasting operators, leveraging national UHD industry plans and IP transformation [2] 2. Three major telecom operators, focusing on smart home ecosystems and various terminal products [2] 3. Domestic OTT retail market, with self-branded products and partnerships with Tencent [2] 4. Global overseas markets, including traditional Pay TV and partnerships with Google and Netflix [3] Product Strategy - The company is expanding its product lines beyond set-top boxes to include integrated terminals and a wide range of broadband access devices [3] - In 2019, the company also made sales in other business segments, such as small-sized mobile modules and automotive smart electronics [3] Management Approach - The company emphasized improving overall gross margin through industry alliances, optimized design, and intelligent manufacturing [4] - In 2020, the company plans to focus on UHD, smart technology, fiber optics, and 5G communications across four strategic areas [4][5] Impact of COVID-19 - The company implemented measures to maintain stable operations during the pandemic, including forming a leadership team for pandemic response [6] - Production activities in overseas subsidiaries were not significantly affected, and domestic operations continued without major disruptions [7] Future Outlook - The company anticipates significant growth in demand for broadband access products driven by UHD and 5G technologies [8][9] - The company is preparing for the launch of 5G-enabled products, including boxes and CPE devices, to meet future market needs [9][10] International Development - The company maintains a leading market share in the traditional Pay TV sector and has established partnerships with global players like Google and Netflix [11][12] - The overseas broadband access product segment is expected to see strong growth, contributing to future business expansion [12]

Group 1: Company Overview and Business Segments - The company focuses on four major business segments: smart home terminals, broadband access products, ultra-high-definition displays, and operations and services [4] - In 2019, the company achieved significant growth in net profit from its main business, maintaining a normal overall gross margin [4] - The company holds a leading market share in the broadcasting industry and ranks among the top in the three major telecom operators' markets [4] Group 2: Product Development and Market Position - The company has established itself as a global strategic partner for Google and Netflix, with a strong presence in overseas markets [5] - The company is continuously updating technology and product iterations, with a focus on high-end products like 5G+8K boxes and WiFi6 routers [5] - The company has maintained a 12-year market share leadership in the smart box sector within the broadcasting market [13] Group 3: Supply Chain and Cost Management - The company has strong bargaining power with upstream suppliers due to its large-scale procurement and close relationships with chip manufacturers [8] - The company has implemented strategies to manage raw material costs effectively, including bulk purchasing during price increases [8] - The company benefits from a long-standing presence in the industry, which enhances its research and development capabilities [8] Group 4: Impact of COVID-19 - The overall impact of the pandemic on the company was minimal, with emergency response measures established as early as January 26, 2020 [9] - The company had over two weeks of raw material inventory, allowing for continued production during the pandemic [9] Group 5: Future Outlook and Strategic Initiatives - The company aims to strengthen its second pillar by expanding its broadband access equipment and enhancing its capabilities in VR and smart home products [7] - The company is positioned to benefit from the increasing demand for 5G and ultra-high-definition applications in the market [7] - The company plans to leverage its strong relationships with telecom operators to drive growth in the VR market [19]

Group 1: Company Overview and Performance - In 2019, the company achieved significant growth in its main business areas, including home terminal boxes and smart access devices, leading to an overall increase in gross profit margin [1] - The company focused on optimizing its product structure and enhancing the sales proportion of high-margin products through industry alliances and new technology research [2] - In 2019, the company continued to optimize customer structure and credit policies, accelerating capital recovery while managing foreign exchange risks [2] Group 2: Strategic Focus for 2020 - In 2020, the company plans to focus on ultra-high-definition, intelligent, fiber-optic, and 5G communications [2] - The strategic initiatives include upgrading various smart terminals, expanding fiber-optic infrastructure, and developing products for mobile displays and commercial displays [3] - The company aims to enhance its operations and services, particularly in OTT service operations, which involve advertising and revenue sharing [3] Group 3: Impact of COVID-19 - The company established a COVID-19 response leadership team to manage risks and ensure operational continuity, including remote working systems [4] - Despite the pandemic, the company reported no significant impact on order execution and delivery, with overseas subsidiaries continuing normal operations [5] Group 4: Online Education Initiatives - In 2019, the company collaborated with Jiangsu Cable to create an online education service platform, leveraging its technology and network advantages [6] - The platform supports interactive live classes and resource sharing, with features like real-time recording and cross-platform compatibility [6] - Since its launch in September 2019, the platform has served thousands of students and received positive feedback, especially during the pandemic [7] Group 5: Competitive Landscape in Online Education - The company differentiates its online education products from competitors like Tencent and Alibaba by focusing on large-screen (TV) displays [7] - The collaboration with broadcasting operators enhances service quality and user development in the online education sector [8] Group 6: VR Business Development - In 2019, the company secured supplier qualifications with major telecom operators and positioned itself among the top players in the domestic VR market [8] - The domestic VR products have been launched and are generating sales, with an expected user base of around 5 million by 2020 [9]

证券代码：000810 证券简称：创维数字 编号： 2020-05 2020 年 7 月 22 日投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |------------------------------|------------------------------------------------|-------|-------|----------------------------------------------|-------| | 投 资 者 \n关 系 活 \n动类别 | □ \n□业绩说明会 □新闻发布会 \n□ 路演活动 □其他 | | | 特定对象调研 ■分析师会议 □现场参观 □媒体采访 | | | | 尹鹤桥 | | | 开源证券 | | | 参 与 单 | 吴瑕 | | | 开源证券 | | | 位 名 称 | 张浩 | | | 开源证券 | | | | 闾志刚 | | | 中信保诚基金 | | | 及 人 员 | 王睿 | | | 中信保诚基金 | | | | 袁维德 | | | 中欧基金 | | | 姓名 | 刘洪刚 | ...

证券代码：000810 证券简称：创维数字 2020 年 8 月 25 日投资者关系活动记录表 | --- | --- | --- | --- | --- | |------------------------------|------------------------------------------------|-------|----------------------------------------------|-------| | 投 资 者 \n关 系 活 \n动类别 | □ \n□业绩说明会 □新闻发布会 \n□ 路演活动 □其他 | | 特定对象调研 ■分析师会议 □现场参观 □媒体采访 | | | 参 与 单 | 国盛证券 | | 杨烨 | | | 位 名 称 | 中信保诚基金 | | 戴丽 | | | 及 人 员 | 招商基金 | | 郑若慈 | | | 姓名 | 长江资管 | | 柳祚勇 | | | | 兴银资本 | | 王旭 | | | | 信泰人寿保险 | | 梁奉 | | | | 平安养老 | | 陈晓光 | | | | 诺鼎资产 | | 曾宪钊 | | | | 建信基金 ...

证券代码：000810 证券简称：创维数字 2019 年 9 月 16 日投资者关系活动记录表 编号： 2019-05 | --- | --- | --- | |----------------|------------------------------------------|--------------------------| | | | | | 投资者关系活动 | ■ 特定对象调研 | 分析师会议 □ 现场参观 | | 类别 | □ 媒体采访 □业绩说明会 | □ 新闻发布会 | | | □ 路演活动 □ | | | 参与单位名称及 | 大成基金管理有限公司 岳 苗 | | | 人员姓名 | 前海人寿保险股份有限公司 徐昀苑 | | | | 前海人寿保险股份有限公司 黄 威 | | | | 盈峰资本管理有限公司 赵开勋 | | | | 盈峰资本管理有限公司 孙映荷 | | | | 华泰证券股份有限公司 殷 超 | | | | 恒泰证券股份有限公司 袁 杰 | | | | 联储证券有限责任公司 李 杨 | | | 时间 | 2019 年 9 月 16 日 14:00-15:00 | | | 地点 | ...

证券代码：000810 证券简称：创维数字 2019 年 10 月 27 日投资者关系活动记录表 编号： 2019-06 | --- | --- | --- | |----------------|--------------------------|-------------------------------------------------------| | | | | | 投资者关系活动 | □ 特定对象调研 | ■ 分析师会议 □ 现场参观 | | 类别 | □ | 媒体采访 □业绩说明会 □ 新闻发布会 | | | □ 路演活动 | □ 其他 | | 参与单位名称及 | 安信证券 张立聪 | | | 人员姓名 | 安信证券 李奕臻 | | | | 安信证券 王修宝 | | | | 其他电话会议参与者等 | | | 时间 | 2019 年 10 月 27 | 日 20:00-21:00 | | 地点 | | 广东省深圳市南山区高新南一道创维大厦 A 座电话会议 | | 上市公司接待人 | | 董事、执行副总裁、董事会秘书 张知先生 | | 员姓名 | | 执行副总裁兼研发中心总经理 常宝成先生 | ...

Market Coverage - Skyworth Digital has been operating in overseas markets for over 12 years, with significant coverage in Southeast Asia, South Asia (India), Africa, Europe, and South America [1] - The largest markets include Africa, Southeast Asian countries along the "Belt and Road" initiative, India, and South America [1] Market Share - In Southeast Asia, Skyworth Digital holds a market share of 30% [2] - In India, the market share reaches 40% [2] - In Africa, the market share exceeds 40% [2] Strategic Importance of Emerging Markets - Emerging markets along the "Belt and Road" initiative are crucial for the company's growth, providing opportunities for expansion and increased market presence [2] - The company emphasizes the necessity of expanding globally to achieve industry leadership and face global market challenges [3] Role of Private Enterprises - In 2018, private enterprises in Shenzhen accounted for 67.8% of the city's exports to "Belt and Road" countries, driven by their inherent vitality and continuous improvement [3] - The expansion into overseas markets aligns with national initiatives, presenting significant opportunities for private enterprises [3] Overseas R&D Centers - Overseas R&D centers focus on software, optical access, decoding, and display technologies, enhancing the company's ability to meet local market demands [3] - Locations include London, the Netherlands, Germany, India, and Seoul, contributing to the overall market strategy [3] Government Support - The development of foreign trade is closely linked to national policies and support, including financial, tax, and export insurance assistance [4] - The enhancement of China's national brand and product image has positively impacted the company's overseas performance [4] Future Strategies - To further penetrate "Belt and Road" markets, the company aims to deepen its understanding of overseas markets and adapt to technological and market changes [4] - Improving the brand image and quality of Chinese products is essential for becoming a preferred choice in high-end markets [4]

编号： 2019-03 证券代码：000810 证券简称：创维数字 2019 年 7 月 17 日投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------|-----------------------------------------------------------------| | | | | | 投资者关系活动 | ■ 特定对象调研 | □ 分析师会议 □ 现场参观 | | 类别 | □ 媒体采访 □业绩说明会 | □ 新闻发布会 | | | □ 路演活动 | 其他 | | 参与单位名称及 | 博时基金管理有限公司 郑 直 | | | 人员姓名 | 博时基金管理有限公司 高 鑫 | | | | 安信证券股份有限公司 李奕臻 | | | 时间 | 2019 年 7 月 17 | 日 14:00-15:30 | | 地点 | | 广东省深圳市南山区高新南一道创维大厦 A 座 13 层新闻中心 | | 上市公司接待人 | | 董事、执行副总裁、董事会秘书 张知先生 | | 员姓名 ...