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创维数字(000810) - 2016年2月18日投资者关系活动记录表
2022-12-06 11:11
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]
创维数字(000810) - 2016年8月22日投资者关系活动记录表
2022-12-06 10:50
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 | | | ...
创维数字(000810) - 2016年12月20日投资者关系活动记录表
2022-12-06 08:20
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: 2016-07 | --- | --- | --- | |-----------------------|--------------------------|-----------------------------------------------------------| | | | | | 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 | 证券日报 庄少文、张文湘 | | | 人员姓名 | | | | 时间 | 2016 年 12 月 20 | 日 15:30-17:00 | | 地点 | 深圳市南山区创维大厦 | A 座 16 楼会议室 | | 上市公司接待人 员姓名 | | 创维数字总裁施驰,常务副总裁、董事会秘书张知先生。 | | 投资者关系活动 | | 《证券日报》:请简述创维数字现阶段的业务情况,以 | | 主要内容介绍 | 及未来几年的战略 ...
创维数字(000810) - 2016年10月25日投资者关系活动记录表
2022-12-06 01:20
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: 2016-06 | --- | --- | --- | |----------------|---------------------------------------|------------------------------------------------------| | 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 | 国海证券股份有限公司 邵 伟、黄晓泽 | | | 人员姓名 | 国泰君安股份有限公司 曾 婵 | | | | 华泰证券股份有限公司 王鹤岱 | | | | 安徽明泽投资管理有限公司 马伟科、江鑫 | | | | 深圳前海道谊投资控股有限公司 安 文 | | | | 长城证券有限责任公司 余芳沁 | | | | 第一创业证券股份有限公司 赵翔 | | | | 深圳市前海鼎业投资发展有限公司 袁婷婷 | | | | 中国中投证券有限公 ...
创维数字(000810) - 2017年2月6日投资者关系活动记录表
2022-12-05 05:56
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: 2017-01 | --- | --- | --- | --- | --- | |----------------|--------------------------------------|-------------|-------|------------------------------------------------------| | | | | | | | 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 | 国泰君安股份有限公司 王奇琪 | | | | | 人员姓名 | 云嵩资本有限公司 肖 笛 | | | | | | 招商证券有限公司 徐 叶 | | | | | | 深圳河床投资管理有限公司 张建宾 | | | | | | 上海涌峰投资管理有限公司 龙 飞 | | | | | | 远东宏信有限公司 高 旻 | | | | ...
创维数字(000810) - 2017年9月15日投资者关系活动记录表
2022-12-05 00:58
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: 2017-04 | --- | --- | --- | |----------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------ ...
创维数字(000810) - 2017年8月28日投资者关系活动记录表
2022-12-05 00:56
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: 2017-03 | --- | --- | --- | |----------------|---------------------------------|-------------------------------------------------------| | | | | | 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 | | 平安证券计算机首席研究员张冰先生及其他参与电话会议的 | | 人员姓名 | 投资者、研究机构 | | | 时间 | 2016 年 8 月 28 日 | 16:00-17:30 | | 地点 | 深圳市南山区创维大厦 | A 座 14 楼会议室 | | 上市公司接待人 | | 创维数字以下人员参与交流及电话会议: | | 员姓名 | 常务副总裁、董事会秘书 张知先生 | | | | 副总裁、广电 + | 运营业务 薛亮先生 ...
创维数字(000810) - 2020年2月12日投资者关系活动记录表
2022-12-04 10:30
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]
创维数字(000810) - 2020年2月3日投资者关系活动记录表
2022-12-04 10:28
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]
创维数字(000810) - 2020年2月20日投资者关系活动记录表
2022-12-04 10:26
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]