证券代码：日海通讯 证券简称：002313 编号：2014-08 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投 资 者 关 系 活 动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参 与 单 位 名 称 及人员姓名 | 宝盈基金-吴凡。 | | | 时间 | 2014 年 8 月 1 | 日 | | 地点 | 公司会议室 | | | 上 市 公 司 接 待 人员姓名 ...

证券代码：日海通讯 证券简称：002313 编号：2015-09 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|-------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投 资 者 关 系 活 动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | | □其他 （请文字说明其他活动内容） | | 参 与 单 位 名 称 及人员姓名 | | 星展唯高达证券-谭紫宏，东北证券-熊军 | | 时间 | 2015 ...

Group 1: Financial Concerns - The company has a significant accounts receivable balance, but the risk of bad debts is low due to the nature of its main clients being telecom operators [2] - The company maintains a bad debt provision according to its accounting policies [2] Group 2: Inventory and Production - High inventory levels are attributed to the industry operating model, with a significant portion consisting of products dispatched and completed but not settled [2] - The company has shifted production capacity from Shenzhen to Wuhan, which is not yet fully utilized [2] Group 3: Market and Business Development - The total investment for 4G construction this year is substantial, with the tower company expected to lead base station construction in the second half of the year [2] - The company’s engineering business primarily focuses on new construction, with limited growth due to a decrease in new projects from operators [3] Group 4: Technological Advancements - The company’s smart ODN business is being cautiously promoted by operators due to high construction costs, which are about twice that of traditional ODN [3] - The engineering business's gross profit is declining, influenced by rising labor costs and the relatively small scale of engineering companies compared to operators [3] Group 5: International Market - The overseas market primarily caters to small component products due to high shipping costs for larger items [3]