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]

Group 1: Investor Relations Activity Overview - The meeting was held on November 27, 2014, in the company conference room [2] - Attendees included representatives from招商证券 and 大成基金 [2] - The company secretary 彭健 was present to address inquiries [2] Group 2: Market Insights and Implications - The Ministry of Industry and Information Technology (MIIT) released a draft opinion on opening the broadband access market, allowing private capital to enter pilot cities [2] - The involvement of private capital in broadband access may lead to reduced investment from major operators like China Telecom, which has previously invested heavily in thin coverage [2] - The company's wired business primarily serves China Telecom, and any reduction in their broadband investment could negatively impact the company's sales [2]

Group 1: Company Performance - In 2014, the company's performance declined significantly, primarily due to a noticeable drop in gross margin [2] - The expansion of product procurement by operators has led to a continuous decrease in prices, resulting in a sustained decline in gross margin [2] - Despite the challenges, the company's main business still has market opportunities due to the increase in capital expenditure plans by operators for 2015 [2] Group 2: Business Development Outlook - The total investment for 4G construction in 2015 is expected to be substantial, with the establishment of the tower company expected to lead the construction of 4G base stations in the second half of the year [2] - The growth of wireless business remains uncertain due to the lack of formal announcements regarding the bidding processes and investment scales from the tower company [2] - The wired business faces pressure due to the failure of bids for six types of wiring products by China Mobile [3] Group 3: Innovation and New Technologies - The company is focusing on business model innovation this year [3] - The smart ODN business is being cautiously promoted by operators due to high construction costs, which are approximately double that of traditional ODN, despite lower maintenance costs [3] - The price of PLC optical splitter chips has significantly increased, impacting the overall gross margin trend as the scope of centralized procurement continues to expand [3] Group 4: Specific Business Areas - The main business of "Octopus" involves smart underground pipeline networks, which have a promising application in urban pipeline construction due to faster construction times and lower costs compared to traditional methods [3]

证券代码：日海通讯 证券简称：002313 编号：2014-12 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 ...

Group 1: Financial Performance - In 2014, the company's revenue composition changed significantly, with wireless business at 39%, wired business at 21%, and a notable decline in gross margin due to continuous price drops in the industry [2] - The company's short-term loans decreased to 300 million RMB by the end of 2014, with other current liabilities at 200 million RMB [2] - Cash flow improved in 2014, marking the best year since the company went public, attributed to stringent accounts receivable management and optimized supplier payment terms [3] Group 2: Market Dynamics - Revenue from China Mobile accounted for approximately 49% of total revenue in 2014, with key products including ODF and outdoor cabinets [3] - The company did not win bids for six categories of products in China Mobile's 2015 procurement, which may impact sales strategies moving forward [3] - The engineering business faces pressure due to localized characteristics and funding challenges, limiting significant growth potential [3] Group 3: Inventory and Cost Management - High inventory levels at year-end 2014 were influenced by industry operational models, with a significant portion consisting of dispatched products and completed but unbilled projects [2] - The company is actively controlling costs despite a large scale and broad product sales coverage, indicating a focus on maintaining financial health [2]