Group 1: Engineering Business Development - The company's engineering business primarily focuses on new construction, with limited revenue growth due to a decrease in new projects from operators. The gross profit margin for engineering is low and continues to decline [2] - The scale of engineering companies is relatively small compared to operators, leading to a weaker position, while labor costs are gradually increasing [2] Group 2: Acquisition Progress - There has been no significant progress on the acquisition of Huitong and Changhong companies, despite signing a letter of intent and ongoing discussions on details [2] Group 3: Sales Ranking of Major Operators - According to the consolidated financial statements, in 2013, China Mobile ranked first, followed by China Unicom and China Telecom [2] Group 4: Investment in Fixed-line Broadband - China Telecom is expected to increase its investment in fixed-line broadband this year, which is its core business. China Unicom and China Mobile will focus on base station construction [2][3] - The opening of the last mile to private capital in 16 pilot cities may lead to lower construction costs for private capital compared to operators, as they are more price-sensitive and have lower quality requirements [3] Group 5: Cooperation with Other Operators - China Unicom is currently using a cooperation model where partners invest in construction and share 70% of the business for three years, but the profit margin is limited [3] Group 6: Impact of Tower Companies - The impact of the tower company's centralized procurement model is uncertain, as it has not yet been determined whether procurement will be centralized at the headquarters or at the provincial level [3] Group 7: Traditional Business Development - The development of traditional businesses depends on the investment situation of operators. After a large-scale construction of 4G base stations by China Mobile in 2014, future construction scale is not expected to increase significantly [3] - The gradual implementation of centralized procurement may lead to a downward trend in product sales prices, which could further reduce the company's gross profit margin [3] Group 8: Overseas Market Situation - The overseas market mainly applies to small component products, as shipping costs for larger products are too high, resulting in a limited sales scale in international markets [3]

Group 1: Business Performance - The engineering service business generated approximately 900 million in revenue in 2014, showing stable growth, but significant growth potential is limited due to the need for upfront capital and localization characteristics [2] - The company's intelligent ODN business is managed by Aomai Optical Measurement, with several trial stations opened; however, operators are cautious about promoting intelligent ODN due to high construction costs, which are about twice that of traditional ODN [2][3] Group 2: Market Trends and Challenges - The price of PLC optical splitter chips has significantly increased, but the supply price for optical splitters remains stable; however, the overall gross margin of the company is expected to decline due to the expanding scope of centralized procurement [3] - The main business of the company’s subsidiary, Baida Tong, focuses on intelligent underground pipeline networks, which have good application prospects in operator pipeline construction and municipal pipeline projects due to faster construction and lower impact on roads [3] Group 3: Capacity and Competitiveness - The company has gradually shifted its production capacity from Shenzhen to Wuhan, with current capacity meeting order demands, although there is some overcapacity in Wuhan [3] - The enterprise network (data center) business is still in the cultivation phase, primarily focusing on the sales of passive infrastructure equipment, with a competitive edge that is currently not strong [3]

Group 1: Financial Performance - In 2014, the company's overall performance showed a significant decline, primarily due to a noticeable drop in gross margin [2] - Revenue composition: Engineering business accounted for 39%, wireless business 32%, and wired business 21%. This represents a substantial change compared to previous years, where wired business exceeded 50% in 2012 and was 30% in 2013 [2] - The continuous expansion of product range in operator centralized procurement has led to a downward trend in prices, resulting in a sustained decline in gross margin [2] Group 2: Revenue Sources - In 2014, approximately 49% of the company's revenue came from China Mobile, with key products including ODF, optical distribution frames, outdoor cabinets, and engineering services [2] - The company did not win the bid for the six-category procurement by China Mobile in 2015, which may impact future revenue [3] Group 3: Future Outlook - The total investment for 4G construction is expected to be substantial this year, with the newly established tower company set to lead the construction of 4G base stations in the second half of the year [3] - The bidding process, model, and investment scale for the tower company have yet to be officially announced [3] Group 4: Corporate Actions - The acquisition of Huitong and Changhong companies has not progressed significantly since the signing of the letter of intent, with the company taking a cautious approach to new business ventures [3] - The controlling shareholder is currently under a lock-up period, with the release scheduled for July 18 of this year [3]

证券代码：日海通讯 证券简称：002313 编号：2015-03 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 | 海富通基金-施敏佳、银华基金 安基金-陈俊斌、工银瑞信 | - 陈梦舒、泰信基金-袁园、中证报 - ...

证券代码：日海通讯 证券简称：002313 编号：2015-11 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） | | | 中银国际证券 - | 吴友文、罗颖茵、吴彤、易景明 长江资管 -罗聪 上达私募 -郭筠晔 国信 | | 参 与 单 位 名 称 及人员姓名 | | 证券-陈昭宇 ...

证券代码：日海通讯 证券简称：002313 编号：2016-003 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------------------|-------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | ■ | 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 | 兴业证券-王奕红，盛盈资本 券-孙超。 | - 袁文彩，招商资产-何怀志，财富证券-戴科 ...

Group 1: Financial Performance - The main reason for the 2015 performance loss was attributed to intense industry competition and changes in customer structure after the establishment of China Tower [2] - The market demand in the telecommunications industry remains strong, with positive feedback from sales teams [2] - The investment scale of operators in 2016 is expected to be at a decent level [2] Group 2: Corporate Actions - The progress of the restructuring is ongoing, with audits and evaluations of the target company still in process [2] - The board will review the draft and notify the shareholders' meeting after the audit and evaluation reports are issued [2] - The major shareholder's equity has been released from restrictions and is not pledged for financing [2]

证券代码：日海通讯 证券简称：002313 编号：2016-001 深圳日海通讯技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------------------------|-------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | ...

证券代码：日海通讯 证券简称：002313 编号：2016-005 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 | ...

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]