证券代码：日海通讯 证券简称：002313 编号：2018-001 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------------------|--------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Company Overview - The company focuses on 5G+AIOT industry empowerment, creating value for customers [2] - The company has the capability to empower IoT in consumer electronics, industrial manufacturing, and other fields [2] IoT Layout and Advantages - The company has established a joint venture with Ayla Networks to develop an IoT cloud platform [2] - The company's subsidiaries, SIMCom and Longsung, have a scale advantage in the communication module market [2] - The company has professional software customization capabilities and a strong enterprise-level mid-platform solution [2] - The company has released an edge computing terminal called "AI Smart Box" [2] Product and Technology - The company's modules are developed based on standardized chips from suppliers, combined with customer needs for customization [2] - The mid-platform technology is universal, but industry-specific applications require professional design [2] - The company's AI edge computing products include the AI Smart Box for special vehicles and the distributed AI Smart Cabinet for community, building, and factory IoT management [3] Sales Strategy - The company has two major sales systems: one targeting operators and the other leveraging external investments and partnerships [2] - The company utilizes resources from subsidiaries like Smart City and Longjia Cloud Network to expand sales [2]

证券代码：日海通讯 证券简称：002313 编号：2017-007 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------------------------------|-----------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：日海通讯 证券简称：002313 编号：2017-004 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|--------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：日海通讯 证券简称：002313 编号：2017-008 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|-----------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - The main products of the company in the communication equipment sector include distribution frames, tower rooms, and antennas [2]. - The sales revenue from communication equipment constitutes a significant portion of the company's total sales [2]. Group 2: 5G Development Considerations - The company anticipates extensive use of small base stations in 5G network construction and has established a deep collaboration with Baicai Bang for customized products and solutions [2]. - The company expects that the cost of modules will gradually decrease due to scale effects as the demand for module equipment grows rapidly [2]. Group 3: Next-Generation Network Progress - The company has signed a cooperation framework agreement with Huawei to establish strategic partnerships in areas such as IoT applications, smart cities, cloud computing, big data, interactive platform software, and next-generation NFV networks [2]. - A wholly-owned subsidiary, Rihai Cloud Network, has been established to specifically manage next-generation network business [2].

编号：2017-005 证券代码：日海通讯 证券简称：002313 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------------------------------|-----------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Company Overview - The company has a leading IoT cloud platform, a top-tier software development team, innovative edge computing and AI applications, and communication modules with high market shipments [2] - The company's major shareholder, Runliangtai, is one of the largest M&A funds in China, focusing on investments in entertainment, new technology, and new finance [2] IoT Business - The company's IoT revenue exceeded traditional communication equipment and services in 2018, with total revenue reaching 4.77 billion RMB [2] - The Ayla Cloud platform, a globally deployed IoT cloud platform, has high brand recognition in the consumer electronics sector and strong security and scalability [2] - The company holds a 70% stake in a joint venture with Ayla in Shenzhen [2] - IoT module business has been optimized through acquisitions of SIMCom and Longsung, with unified supply chain management and cost reduction [3] - IoT module products are applied in industries such as POS machines, automotive, and power [3] Communication Equipment and Services - The company adjusted its market strategy to focus more on profit indicators for communication services and equipment due to reduced investment in network construction by operators and tower companies [3] - Small cell base station business has significant market potential in 5G construction, with strategic cooperation established since 2017 [3] - The company won a bid for China Mobile's small cell base station project in late 2018 and is currently promoting sales [3] Financial Status - The company is in a rapid development phase with strong demand for operating funds [3] - Communication equipment and service clients are operators with long but low-risk payment cycles [3]

证券代码：日海通讯 证券简称：002313 编号：2018-002 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------------------|----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | ...

证券代码：日海通讯 证券简称：002313 编号：2018-003 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------------|----------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...