Group 1: Company Strategy and Management - The company aims to enhance the profitability of its core business and ensure sustainable development, with management adjustments and clearer performance indicators in place [2] - The market outlook for operators' investments is expected to remain high in the coming years, despite intense competition [2] Group 2: Employee Stock Ownership Plan - The employee stock ownership plan is significant in scale, primarily involving purchases from the secondary market when prices are favorable [2] - The distribution of shares will be linked to the performance results disclosed in the 2019 annual report, with specific assessment criteria still under discussion [2] Group 3: Impact of Material Prices - Fluctuations in material prices significantly affect the company's gross profit margin, as raw materials constitute a large portion of manufacturing costs [3] - The new management team is focused on improving operational efficiency and fine management to enhance profit margins over time [3] Group 4: Future Investments in 5G and IoT - The development of 5G and IoT is anticipated to drive a new wave of investments from operators, aligning with the company's commitment to follow industry trends [3]

Group 1: Company Management and Shareholder Involvement - The new shareholders primarily exercise their rights through shareholder meetings and electing directors, while the management team continues to oversee operations and report to the board [2] - The management team frequently communicates with major shareholders, focusing on the core business and future development plans [2] Group 2: Business Development and Product Strategy - The company aims to enhance the profitability of its core business and ensure sustainable development, with adjustments in management details and marketing strategies [2] - Current product lines include cabling, tower room, and antenna products, with resource allocation and marketing plans adjusted based on market competition [2] - The company has a mature charging pile product production/integration technology but is cautious about entering this market due to differing customer bases and sales models [3] Group 3: Market Position and Competitive Advantage - The company has a long operational history and a high market share in network equipment, supported by a comprehensive sales system covering all provinces [3] - Competitors generally have less extensive sales networks and product lines, focusing on only one or a few of the main product categories [3] Group 4: International Business and Investment Trends - The scale of the company's international business remains small but stable, with risks associated with international markets compared to domestic ones [2] - Despite concerns about declining investments from operators, the company expects operator investments to remain high, especially with the establishment of tower companies [2]

证券代码：日海通讯 证券简称：002313 编号：2016-004 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------------------|----------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投 资 者 ...

证券代码：日海通讯 证券简称：002313 编号：2017-001 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |--------------------------|-------------------------------------------|----------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：日海通讯 证券简称：002313 编号：2017-002 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：2017-003 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------------|-------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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 | --- | --- | --- | |------------------------------|--------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...