Group 1: Company Overview and Market Position - Skyworth Digital underwent a restructuring and was officially listed on September 26, 2014, after receiving approval from the CSRC on July 29, 2014 [3] - As of December 2014, Skyworth Digital had a total sales volume of approximately 110 million set-top boxes, with 48% sold domestically and 52% internationally [4] - The company has maintained the highest market share among domestic broadcasting operators for seven consecutive years and has been the leading exporter of set-top boxes for six years [4] Group 2: Product Development and Future Directions - Skyworth Digital is focusing on smart home technology, having started its layout in 2011 through smart processing boxes and smart home gateways [5] - The company aims to expand its market share of smart processing terminals while collaborating with broadcasting operators to utilize their local networks [5] - Future developments include the operation and service of its own internet smart OTT applications and cloud platforms, leveraging big data analysis for user behavior [5] Group 3: User Engagement and Data Collection - Skyworth Digital has over 3 million active users of its proprietary internet smart OTT and IPTV+OTT services, with around 300,000 active users from which data can be collected [6] - The company is currently focused on user base accumulation and plans to negotiate revenue sharing with video content operators once a sufficient user scale is achieved [6] - The smart home cloud platform is based on the Android operating system, facilitating integration with broadcasting network operators [7]

Group 1: Company Overview - Skyworth Digital went public through a reverse merger with China Resources Jin Hua, receiving approval from the China Securities Regulatory Commission on July 29, 2015, and listing on the Shenzhen Stock Exchange on September 26, 2015 [3] - The company has a total share capital of 499 million shares, with Skyworth RGB holding 58.54% as the controlling shareholder [3] - Skyworth Digital has been in the A-share market for 4 months [3] Group 2: Market Position - The main business includes research, development, manufacturing, sales, and operation services of digital TV smart processing terminals and front-end systems [3] - The company has collaborated with over 600 domestic cable network operators, maintaining a market share of 15-28% annually for the past 7 years [4] - In the overseas market, Skyworth has partnered with over 500 operators globally, leading in sales of smart processing terminals for 6 consecutive years [4] Group 3: Product and Technology - Skyworth Digital is a technology-driven company with over 60% of its workforce in R&D, holding the most patents in the domestic industry [5] - The company focuses on innovation and plans to expand into new business models and cloud services [5] Group 4: Future Growth Strategies - The company aims to increase market share by addressing the demand for high-definition (HD) content, with less than 14% of over 400 million TV users in China currently having HD coverage [6] - Skyworth plans to enhance cooperation with domestic broadcasting operators to expand user services and value-added services [7] - The company is entering the smart home ecosystem, leveraging its smart processing terminals to integrate with smart home systems and cloud platforms [8]

Group 1: Company Overview and Operations - Skyworth Digital is actively involved in the development of OTT value-added service platforms in collaboration with domestic broadcasting operators, leveraging both cable TV networks and mobile internet [2][3] - The company is focusing on smart city and smart governance initiatives to enhance its OTT service offerings [3][4] Group 2: Revenue Sharing and Collaboration Models - There are two main revenue-sharing models with broadcasting operators: a joint investment agreement with a revenue split of approximately 40% for Skyworth and 60% for the broadcasting operator, and the establishment of a joint venture for value-added service operations [3] - Each broadcasting operator is required to collaborate exclusively with one operating company, ensuring a non-competitive environment [3] Group 3: Industry Trends and Strategic Direction - The broadcasting industry is undergoing a strategic transformation towards smart, interactive, and multi-media services, driven by the integration of new information technologies and internet applications [3][4] - The development of smart homes, smart communities, and smart cities is a priority, supported by the establishment of media service cloud platforms and big data systems [4] Group 4: Revenue Streams from Smart OTT Operations - Revenue from smart OTT operations primarily comes from advertising, game distribution, and value-added services offered through Skyworth's application store, including education and health services [4]

Group 1: Company Overview and Partnerships - Skyworth Digital has signed contracts and is implementing operations with 4 broadcasting operators, with 1 provincial operator expected to sign soon [2] - The company collaborates with over 960 broadcasting operators, achieving a market coverage rate of nearly 90% [4] - Skyworth Digital has maintained the top market share in the broadcasting network sector for 7 consecutive years [4] Group 2: Investment and Financials - Initial funding for projects is primarily provided by broadcasting operators, with Skyworth's investments directed towards server purchases, software development, and operational support [3] - The company anticipates collaborating with at least 20 large broadcasting operators for O2O value-added services in 2015 [6] Group 3: Service Offerings and Technology - Skyworth Digital's OTT value-added service platform allows broadcasting operators to transmit live broadcasts and content through a dual-directional data network [3] - The company provides an intelligent EPG that enhances user experience by categorizing content based on user behavior and preferences [5] Group 4: Employee Incentives and Shareholding - Over 170 employees hold shares in the listed company, and various incentive mechanisms are in place to motivate staff [7] - Future plans may include equity-related incentive programs for core team members beyond existing shareholders [7]

证券代码：000810 证券简称：创维数字 编号： 2015-08 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 | | 博时基金 高级研究员 李佳 | | | 人员姓名 | | 广发证券 分析师 蔡益润 | | | | | 拾年投资 研究总监 曾学成 | | | | | 八阳资产 投资经理 孙黎 | | | | | 玖歌资本 投资总监 黄琼义 | | | 时间 | 2015 年 6 月 | 2 日 14:30-16:50 | | | 地点 | | 创维数字深圳总部十三 ...

Group 1: Company Overview and Market Position - Skyworth Digital holds a 22% market share in the domestic broadcasting operator market as of 2014, maintaining the top position for seven consecutive years [3] - The company ranks third in the domestic telecom operator market as of 2014, with a leading position in the bidding results from March to May 2015 [3] - Skyworth Digital is the number one in the domestic shipment of various internet smart OTT boxes and has been the top exporter for six consecutive years [3] - The overall global market share of Skyworth Digital is approximately 10%, ranking third worldwide, behind UK’s Pace Plc and France’s Technicolor TMSON [3] Group 2: Production and Supply Chain - Currently, Skyworth Digital produces around 40% of its products in-house, while 60% is outsourced [4] - The company collaborates with major manufacturing enterprises and has established factories in India and South Africa for production [4] Group 3: Internet and OTT Services - Skyworth Digital's OTT services are based on an open internet model, offering video, advertising, games, education, music, and e-commerce applications [4] - Revenue sharing for video content ranges from 25% to 30%, with similar percentages for application distribution [4] - The company has activated over 4 million users on its cloud platform, with nearly 500,000 daily active users [5] Group 4: Strategic Partnerships and User Engagement - Skyworth Digital collaborates with major internet companies like iQIYI, Mango TV, Tencent Q+, and Baidu to enhance user engagement and service offerings [5] - The company is working with four major broadcasting operators for its OTT value-added service platform, with additional contracts in negotiation [6] Group 5: Competitive Landscape - Broadcasting operators provide live video content, while internet OTT smart boxes offer a vast array of free content, each catering to different user needs [5] - The competition between internet TVs and smart boxes is limited, as the latter can fulfill new demands arising from the longer lifecycle of televisions [7]

Group 1: Company Collaboration and Product Launch - The miniStation, a gaming box developed in collaboration with Tencent, is expected to be launched in early July 2016, with details to be announced by Tencent and the company [1] - The miniStation has received widespread market attention [1] Group 2: Business Performance and Market Impact - Despite poor economic growth abroad, the company's performance remains largely unaffected, with growth observed in the second quarter [2] - Specific growth rates will be detailed in the company's semi-annual report [2] Group 3: Investment in Automotive Technology - The company is significantly increasing investments in automotive intelligent driving assistance systems, focusing on areas such as central control systems, rearview mirrors, smart dashboards, and intelligent driving modules [2][3] - The automotive industry, particularly in the new energy vehicle sector, presents substantial market opportunities [2] Group 4: Acquisition and Operational Status - The company has completed a 51% acquisition of a liquid crystal device company, which has demonstrated excellent smart manufacturing and information capabilities [3] - The liquid crystal device company began supplying products to OPPO starting in April 2016 [3] Group 5: Future Growth Points - The three major segments for future growth are: broadcasting market, telecommunications market, and overseas market [3] - The retail market segment includes OTT smart boxes, miniStation gaming consoles (including VR), smart routers, and home smart gateways, with future growth expected from the retail market and automotive intelligence [3]

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： 2016-02 | --- | --- | --- | |----------------|---------------------------------------------|------------------------------------------------------| | 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 □ 路演活动 □ 其他 | □ 新闻发布会 | | 参与单位名称及 | 招商证券股份有限公司 研究员 纪敏 | | | 人员姓名 | 招商证券股份有限公司 研究员 吴昊 | | | | 招商证券股份有限公司 研究员 黄珺 | | | | 招商证券股份有限公司 研究员 罗嫣嫣 | | | 时间 | 2016 年 5 月 16 日 14:00-16:00 | | | 地点 | 深圳市南山区创维大厦 A | 楼会议室 | | 上市公司接待人 | | 创维数字常务副总裁、董事会秘书张知先生、证券主管梁晶 | | ...

Group 1: Company Overview and Future Plans - Skyworth Digital's operational status and future development plans were introduced by Mr. Zhang Zhi, the Executive Vice President and Secretary of the Board [2] - The company is focusing on the integration of its smart platform and OTT box user operations to enhance user value [5] Group 2: Product Development and User Experience - The Ministation mobile device will include a physical button for tactile feedback, although user research indicates that many users adapt to touch controls [3] - The high-end version of the Ministation gaming console will serve as the launch platform for Tencent's VR content, with a focus on user experience [3] - The Ministation will support over 100 premium games, primarily sourced from Tencent and other major game developers [4] Group 3: Market Position and Competition - The Ministation targets casual gamers, contrasting with traditional consoles like Xbox and PS, which cater to hardcore gamers [4] - The company aims to leverage Tencent's extensive user base in mobile gaming to transition users to living room gaming [4] Group 4: Financial Performance and Market Demand - The demand for IPTV and OTT services is increasing, with 87% of existing interactive smart boxes needing replacement [5] - The company is confident in meeting its performance commitments for the year, supported by strong market demand and recent acquisitions [5]

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： 2016-05 | --- | --- | --- | |----------------|-------------------------------------|-------------------------------------------------------| | | | | | 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 □ | 其他 | | 参与单位名称及 | | 长城证券有限责任公司 周伟佳、余芳沁、刘玥 | | 人员姓名 | 宝盈基金管理有限公司 陈金伟、韦露 | | | | 信达澳银基金管理有限公司 李朝伟 | | | | 深圳菁英时代基金管理有限公司 郞力 | | | | 中国中投证券有限公司 孙佳骏 | | | | 招商证券股份有限公司 隋思誉、龙云露 | | | | 华泰证券股份有限公司 王鹤岱 | | | | 中信证券股份有限公司 甘俊 、李珂欣 | | | ...