SKYWORTHDT(000810)
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创维数字(000810) - 2015年9月2日投资者关系活动记录表
2022-12-08 03:16
Group 1: Company Overview and Market Position - Skyworth Digital is currently the leading company in the domestic market for digital set-top boxes, holding the first position in China and third globally [4] - The company is focusing on enhancing its B2C brand, promotion, and sales to increase consumer engagement [4] - The domestic market for high-definition (HD) set-top boxes is approximately 80%, with 40% being HD interactive [2][3] Group 2: Product Development and Features - The trend is shifting towards HD interactive set-top boxes, which can connect to cloud services for data processing and offer features like personalized on-demand services [3] - The transition from standard definition (SD) to HD interactive boxes is not mandatory but is driven by market demand, with various replacement and purchasing models available [3] - The company plans to leverage its cloud platform to enhance the operation and service of new product lines beyond internet boxes [4] Group 3: Competitive Landscape - Skyworth Digital faces competition from international brands such as Pace (UK), Technicolor (France), Motorola (USA), and Humax (South Korea) in the overseas market [4] - The company has acquired the European set-top box company Strong Group to enter the high-end market, aiming for growth in product and supply chain integration [4] Group 4: Future Plans and Market Strategy - The company is exploring opportunities in the automotive electronics sector, focusing on smart gateways and pre-installed markets [5] - Plans for mobile gaming include developing online games and large-screen gaming services based on user data [5] - Skyworth Digital anticipates significant order volumes in the second half of the year, indicating a positive outlook for domestic and overseas sales [5]
创维数字(000810) - 2015年6月25日投资者关系活动记录表
2022-12-08 03:10
证券代码:000810 证券简称:创维数字 编号: 2015-11 创维数字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 □ 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 | 齐鲁证券有限公司 消费品首席分析师 王颖华 | | 人员姓名 | | | | | | 时间 | 2015 年 6 月 25 日 14:00-17:30 | | 地点 | 创维数字深圳总部十三楼 新闻中心 | | 上市公司接待人 员姓名 | 常务副总经理、董事会秘书张知先生、董事会办公室梁晶主 管 | | 投资者关系活动 | 一、创维数字目前与广电运营商的合作很紧密,公司目前提 | | 主要内容介绍 | 供服务项目有哪些? | | | 答 : 国内广电基于互联网精神、用户思维、平台思维等, ...
创维数字(000810) - 2015年9月1日投资者关系活动记录表
2022-12-08 02:58
Group 1: Investor Relations Activities - The investor relations activity was a specific object survey conducted on September 1, 2015, from 10:00 to 12:00 at the Skytone Building, Shenzhen [2] - Participants included analysts from various financial institutions, such as Anxin Securities and China Bank Securities [2] Group 2: TVOS and Smart Set-Top Boxes - TVOS (Television Operating System) is currently in the pilot phase, with both TVOS and non-TVOS systems operating in parallel for smart set-top boxes [3] - Skytone Digital is a member of the TVOS initiative, and the sales of its smart set-top boxes will not be affected by the adoption of TVOS by broadcasters [3] Group 3: Platform Systems Offered - Skytone Digital provides two main platform systems: 1. Broadcasting operation platform (Pangea multi-screen OTT platform, advertising system, mobile internet APP system) 2. Internet OTT operation platform (application store, user behavior analysis system, interactive TV system, etc.) [3][4] Group 4: Revenue Sharing and Value-Added Services - Revenue from value-added services is shared in a 60:40 ratio or based on the equity stake of the cooperating company [4] - Current value-added service layouts include WiFi coverage in large hospitals, residential areas, and government communities [4] Group 5: Collaboration and Acquisitions - Skytone Digital collaborates with third parties for value-added services in healthcare, education, and advertising, with future plans for investment or acquisitions in related content and services [4][5] - The company is focusing on the automotive electronics sector, emphasizing the need for high reliability and safety in automotive systems [5] Group 6: Market Position and Future Plans - Skytone Digital aims to become the world's leading provider of smart set-top boxes, currently ranking third globally and targeting the second position [5] - The company is also expanding into network access devices and smart home products, such as smart cameras and switches [5][6] Group 7: Big Data Utilization - Skytone Digital has established a subsidiary, Chuangku Technology, to operate and distribute mobile games, leveraging user data for precise marketing [6] - Future plans include expanding into online gaming and large-screen gaming services based on big data analysis [6]
创维数字(000810) - 2015年7月27日投资者关系活动记录表
2022-12-08 02:58
Group 1: Company Overview and Strategy - The company, Skyworth Digital, is focusing on diversified development, including overseas acquisitions and the "mobile living room" automotive intelligence sector [2][3]. - Current operations include smart boxes for global and Chinese broadcasting networks, telecom networks, and internet services [3]. Group 2: Market Position and Performance - As of March to June 2015, Skyworth Digital has the highest bid win rate in the telecom operator market [3]. - The company is actively collaborating with domestic broadcasting companies, signing multiple agreements for value-added services and smart city projects [4][5]. Group 3: Partnerships and Collaborations - Skyworth Digital has established partnerships with various broadcasting operators, including agreements for WiFi coverage and OTT platform development [4][5]. - The revenue-sharing model with broadcasting operators is approximately 40% for Skyworth and 60% for the broadcasting companies [5]. Group 4: International Expansion - The company is planning to expand its value-added service operations in high-market-share regions such as South Africa and India, following the recent acquisition of the European Strong Group brand [5].
创维数字(000810) - 2015年4月30日投资者关系活动记录表
2022-12-08 02:12
Group 1: Company Performance - The revenue from domestic broadcasting network's smart set-top box reached 3.23 billion, remaining stable year-on-year, but the product structure has fundamentally changed [2] - The company's market share in the telecom sector increased, moving from third to second place, with smart set-top box revenue rising to 1 billion [3] - The retail market revenue exceeded 10 million, with self-branded OTT set-top box sales increasing from 20,000 units last year to 60,000 units this year [3] Group 2: Product and Market Strategy - The company has gained more high-end smart set-top box orders due to the shift of domestic broadcasting network companies towards internet transformation and value-added services [3] - The average price of high-end smart set-top boxes is 30%-50% higher than non-smart boxes, leading to a rapid increase in sales proportion [3] - The company adopted a low-margin strategy to boost sales volume of self-branded OTT boxes, which has resulted in a decrease in overall profit margins [4] Group 3: Future Outlook and Developments - The company expects revenue from various operations and value-added services to reach 5% of total revenue in 2015 [4] - There is significant growth potential in overseas markets and new products, as well as in domestic broadcasting's cloud platform and value-added services [4] - The company has activated 3.4 million users for its OTT smart boxes and 7.5 million users for its cloud TV platform, providing a series of application services [5] Group 4: Strategic Partnerships - The company has signed agreements with four major broadcasting network companies to promote multi-screen OTT value-added service systems, with plans to expand to nearly 20 broadcasting companies nationwide this year [5] - The collaboration with telecom operators and internet companies is expected to enhance the company's competitive advantage in smart home services [6]
创维数字(000810) - 2015年5月20日投资者关系活动记录表
2022-12-08 01:54
证券代码:000810 证券简称:创维数字 编号: 2015-07 创维数字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 | □ 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 人员姓名 | | 国信证券 家用电器首席分析师 王念春 | | | | | | | | | | | | | 时间 | 2015 年 5 月 20 | 日 14:30-16:00 | | | 地点 | | 创维数字深圳总部十三楼 新闻中心 | | | 上市公司接待人 员姓名 | | 先生、总裁办公室 ...
创维数字(000810) - 2015年4月7日投资者关系活动记录表
2022-12-07 09:40
Group 1: Company Overview and Market Position - The company focuses on the "smart access and processing platform," highlighting its competitive advantages and development direction [1] - The company has established partnerships with 4 major broadcasting network companies for local service operations and has 6 network operators in trial runs [4] - The company aims to expand its user base through its self-branded OTT smart boxes and collaborative efforts within the Skyworth Group [8] Group 2: Product and Service Offerings - The "Pangea multi-screen OTT value-added service system" is designed to provide services across various devices, including mobile phones, tablets, and smart TVs [3] - The company has a strong focus on developing its own OTT smart boxes, which are seen as a significant part of its business model [5] - The company has a team of over 160 people dedicated to smart EPG, Bee Video, and application store operations [8] Group 3: Competitive Advantages - The company possesses strong industrial capabilities and channel expansion abilities, making it competitive against major players like Xiaomi and BAT companies [6] - The company emphasizes its high industry barriers, including technology development and user demand integration, which contribute to its competitive edge [5] - The company’s strategy includes leveraging its existing user base and expanding into new service areas, such as smart home platforms [8] Group 4: Future Development and Strategic Planning - The company plans to incubate products that require significant investment but are not yet profitable, aligning with its strategic vision [9] - The company is open to potential acquisitions in sectors like online education, gaming, health, and internet finance, which fit its strategic layout [9] - The company aims to enhance its service offerings through collaboration with local governments and smart city initiatives [9]
创维数字(000810) - 2015年4月8日投资者关系活动记录表
2022-12-07 09:36
证券代码:000810 证券简称:创维数字 编号: 2015-05 创维数字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 | □ 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 | | 上海原点资产管理公司 研究中心 易盛 | | 人员姓名 | | 长城基金管理有限公司 研究部 陈良栋 | | | | 齐鲁证券股份有限公司 消费品首席分析师 王颖华 | | 时间 | 2015 年 4 月 8 | 日 16:00-18:00 | | 地点 | | 创维数字深圳总部十三楼 新闻中心 | | 上市公司接待人 | | 常务副总裁、董事会秘书张知先生、平台系统架构师李学平 | | 员姓名 | | 先生、证券事务代表杨春华 ...
创维数字(000810) - 2015年4月2日投资者关系活动记录表
2022-12-07 09:34
证券代码:000810 证券简称:创维数字 创维数字股份有限公司投资者关系活动记录表 编号: 2015-03 | --- | --- | --- | --- | |----------------|------------------------|--------|------------------------------------------------------| | | | | | | 投资者关系活动 | ■ 特定对象调研 | | □ 分析师会议 | | 类别 | □ 媒体采访 | | □ 业绩说明会 | | | □ 新闻发布会 | | □ 路演活动 | | | □ 现场参观 | | | | | □ 其他 | | | | 参与单位名称及 | 安信证券 研究中心 孙珊 | | | | 人员姓名 | 工银瑞信 研究部 张玮升 | | | | | 融通基金 研究部 李天凝 | | | | 时间 | 2015 年 4 月 | 2 日 | 14:00-16:00 | | 地点 | | | 创维数字深圳总部十三楼 新闻中心 | | 上市公司接待人 | | | 常务副总裁、董事会秘书张知先生、平台系统架构师李学 ...
创维数字(000810) - 2015年1月14日投资者接待活动记录
2022-12-07 09:20
创维数字股份有限公司投资者接待活动记录 活动形式:接待投资者于公司来访调研 接待时间:2015 年 1 月 14 日 14:00-16:00 接待地点:深圳市南山区创维大厦十三楼新闻中心 来访投资者: 东方基金管理有限责任公司 权益投资部 李晓金 创维数字接待者:张 知 常务副总裁、董事会秘书 杨春华 证券事务代表 调研访谈内容: 以问答形式,介绍了公司行业地位、经营状况和未来规划等内容。具体如下: 问:公司上市后,主营业务变为电子信息的智能处理终端盒子,公司市场地位 等情况怎么样 ? 答: 2014 年 9 月 26 日公司正式完成借壳重组上市,2014 年 11 月 11 日公 司名称、股票简称变为创维,公司主营业务变为电子信息智能终端与运营。下面 1 介绍一下公司的行业地位、经营状况。 公司目前为中国智能处理终端盒子的龙头企业。 1,创维数字在国内有线数字智能终端盒子市场已经是连续 7 年保持第一, 根据格兰研究 2014 年第三季度的数据,创维市场份额是 28%,2014 年国内 有线运营商市场整体上创维也在 26%左右。另外,创维参与了国家广电总局直 播卫星标准的制订,中标国内多省、市的直播卫星项目 ...