证券代码：002446 证券简称：盛路通信 广东盛路通信科技股份有限公司 投资者关系活动记录表 编号：20150716 | --- | --- | --- | |----------------|----------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ 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 | | 东莞证券刘湘、五矿证券刘冰、广东瑞天投资管理有限公司 | | 人员姓名 | | 龚继海、恒泰证券管宣、国海富兰克林基金陈郑宇、融通基 | | | | 金姚晁、国信证券程继东、安信证券陈宁玉、宝盈基金盖俊 | | | | 龙、光大证券王国勤、承周资产陈伟、鹏华基金胡东建、金 | | | | 鹰基金樊勇、信远澳银基金冯明远、广发证券真怡、国信证 | | | | 券卢晓嘉、深 ...

Group 1: Company Overview and Performance - Guangdong Shenglu Communication Technology Co., Ltd. successfully achieved its 2015 marketing goals, indicating a solid performance in the telecommunications sector [1] - The company is focusing on the dual-use of military and civilian communication, as well as automotive electronics and vehicle networking [2] - Shenglu Communication has completed the acquisition of Nanjing Hengdian Electronics, expanding its military electronics revenue scale and strengthening its business layout in the military sector [2] Group 2: Product Development and Market Strategy - Hezheng Electronics, a subsidiary, aims to enhance its product offerings, including rearview mirrors and driving recorders, to adapt to the competitive automotive market [3] - In 2015, Hezheng Electronics sold approximately 250,000 units, with a target of 400,000 units for 2016 [3] - The company maintains a strong focus on R&D, ensuring its products are compatible with over 90% of mainstream smartphones, which allows it to hold pricing power [4] Group 3: Financial Performance and Projections - Hezheng Electronics' gross margin remains stable, with fluctuations depending on different vehicle models and series [4] - The company plans to establish an additional automated production line in 2016 to support its sales targets [5] - Nanjing Hengdian's orders are stable and expected to increase, supported by the construction of a new factory to expand production capacity [4] Group 4: Competitive Landscape and Future Plans - Nanjing Hengdian's main competitors include the 29th Research Institute of China Electronics Technology Group, and the company is committed to continuous innovation to maintain its market position [4] - Shenglu Communication is cautious about future acquisitions, focusing on strategic alignment with its development goals [6] - The company emphasizes collaboration with its subsidiaries, allowing them to operate independently while providing support for strategic planning and resource allocation [6]

证券代码：002446 证券简称：盛路通信 广东盛路通信科技股份有限公司 投资者关系活动记录表 编号：20161103 | --- | --- | --- | |----------------|------------------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | √特定对象调研 | □分析师会议 | | 类别 | □媒体采访 □业绩说明会 | | | | □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 | | 瀚亚资本韩雷、远东国际租赁方竞、汇利资产管理朱子郢、申 | | 人员姓名 | | 万宏源研究何俊锋、广汇鑫资产管理黄伟钊、广汇鑫资产管理 | | | | 王荣祥、金元顺安基金管理何伟、前海人寿保险刘远程、创金 | | | | 合信基金郑泽滨、方正证券石康、复舜资产崔安杰、中投证券 | | | | 容志能、华泰柏瑞基金杜聪、中银基金管理张凯、袆海恒航资 | ...

证券代码：002446 证券简称：盛路通信 广东盛路通信科技股份有限公司 投资者关系活动记录表 编号：20200826 | --- | --- | --- | --- | |----------------|----------------------------------|----------------------------------------------------|--------------------------| | | | | | | 投资者关系活动 | □特定对象调研 | □分析师会议 | | | 类别 | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | 其他 电话会议 | | | | 参与单位名称及 | 工银瑞信 刘展硕 | | | | 人员姓名 | 广发基金 冯聘 | | | | | 招商基金 张大印 | | | | | 万家基金 耿嘉洲、张希晨 | | | | | 交银施罗德基金 | 郭斐、管浩维 | | | 时间 | 2020 年 08 月 26 日 | | | | 地点 | 盛路通信会议室 | | ...

证券代码：002446 证券简称：盛路通信 编号：20200828 | --- | --- | --- | --- | |----------------|---------------------------------|-----------------------|-------| | | | | | | 投资者关系活动 | 特定对象调研 □ | 分析师会议 | | | 类别 | □ 媒体采访 □ □ 新闻发布会 □ | 业绩说明会 路演活动 | | | | □ 现场参观 | | | | | □ 其他 | | | | 参与单位名称及 | 国金证券：卢锡强 邓志维 | 黄淑贞 | | | 人员姓名 | 广东华辉创富投资：戴于梅 | 黄伟 | | | | | | | | | 太平洋证券：李仁波 | | | | | 国泰君安：谭佩雯 李政 | 黄振宇 | | | | 广东睿和投资：黄统华 | | | | | 招商银行佛山分行：王婷婷 | | | | | 广东大兴华旗资产：钟应球 | | | | | 广发证券：赵骄 姜姗姗 | | | | | 中科沃大：孟禄程 | | | | | 广州善慧启世投资 ：莫鑫 | ...

证券代码：002446 证券简称：盛路通信 编号：20200901 | --- | --- | --- | --- | --- | --- | |----------------|-----------------|-----------------|-------|------------|-------| | | | | | | | | 投资者关系活动 | | 特定对象调研 □ | | 分析师会议 | | | 类别 | □ | 媒体采访 □ | | 业绩说明会 | | | | □ | 新闻发布会 □ | | 路演活动 | | | | □ 现场参观 | | | | | | | □ 其他 | | | | | | 参与单位名称及 | 中信建投 | 阎贵成 刘永旭 | | | | | 人员姓名 | 太平洋证券 | 李宏涛 | | | | | | 浙商证券 | 张建民 | | | | | | 国元证券 | 常启辉 | | | | | | 华西证券 熊军 | | | | | | | 广发证券 李炼 | | | | | | | 兴业证券 黄艳 | | | | | | | 招商证券 冯鑫 | | | | | | | 海通 ...

证券代码：002446 证券简称：盛路通信 广东盛路通信科技股份有限公司 投资者关系活动记录表 编号：20200831 | --- | --- | --- | --- | --- | |----------------|-------------------------------|-------|------------|-------| | | | | | | | 投资者关系活动 | □ 特定对象调研 □ | | 分析师会议 | | | 类别 | □ 媒体采访 □ | | 业绩说明会 | | | | □ 新闻发布会 □ | | 路演活动 | | | | □ 现场参观 | | | | | | 其他 电话会议 | | | | | 参与单位名称及 | 华夏基金 王晓李 | | | | | 人员姓名 | 银华基金 王浩 | | | | | | 农银汇理基金 周宇 | | | | | | 银河基金 江宇昆 | | | | | | 东吴基金 陈宪 | | | | | | 创金合信基金 李游 | | | | | | 河床资本 张建宾 | | | | | | 菁英时代 陶贤力 | | | | | | 朴易资产 陈俏宇 | ...

Company Overview - Guangdong Shenglu Communication Technology Co., Ltd. was established in December 1998 and is a leading high-tech enterprise in antenna and RF product R&D, manufacturing, and sales [2] - The company was listed on the Shenzhen SME Board on July 13, 2010, with stock code 002446, being the first A-share antenna company in China [2] R&D Investment - In 2019, the company's R&D investment was CNY 134 million, accounting for 10.06% of the annual revenue; in the first half of 2020, R&D investment reached CNY 77.84 million, representing 13.84% of the revenue [2] - The company is involved in one provincial key project and two national key projects, receiving a CNY 50 million special reward for its 28G active phased array millimeter-wave antenna technology [2] Core Competitiveness - The company's core competitiveness lies in 5G millimeter-wave antenna technology, 5G smart distribution systems, and military electronics [3] - The company has seized opportunities in 5G commercialization, significantly increasing R&D investment in millimeter-wave antennas and active phased array antennas, achieving leading domestic technology and product advantages [3] Impact of Divestiture - The divestiture of Hezheng Electronics, which faced significant losses in 2019 and challenges due to the COVID-19 pandemic, allows the company to focus on "military electronics + civilian communication" [3] - This strategic move is expected to positively impact the company's performance by concentrating resources on core business areas [3] Market Performance - The company's annual shipment of microwave and millimeter-wave antennas holds a high global market share, with stable growth in demand for high-frequency millimeter-wave products driven by global 5G construction [4] - Despite the pandemic's impact in 2020, sales of microwave and millimeter-wave antennas continued to rise [4] 5G Smart Distribution System - The 5G Smart Distribution (Smart DAS) system integrates Bluetooth positioning and IoT technology, featuring active integrated antennas and smart gateways [4] - This system provides indoor positioning navigation and IoT services, enhancing user experience in various vertical industries [4] Overseas Market Expansion - The company has strengthened its overseas market presence despite the pandemic, establishing offices in the US and UK, and developing agents in Western Europe, Latin America, and the Middle East [4] - Sales in Russia and Brazil have achieved breakthroughs, indicating successful market penetration [4] Future Strategic Development - The company plans to enhance R&D capabilities, particularly in self-developed chips, to increase their application in military and civilian communication products [5] - It aims to leverage opportunities from national initiatives like "new infrastructure" and "modernization of defense and military" by combining internal growth with external expansion [5]

5G Business Layout and Core Products - With the official commercialization of 5G technology, 5G construction is in full swing, focusing on sub6G frequency bands and outdoor macro base station antennas [2] - 80% of data traffic in the 5G era will come from indoor environments, necessitating deep indoor network coverage to meet ultra-high speed, ultra-low latency, and massive connectivity demands [2] - The company has developed the industry-leading 5G indoor coverage product, Smart DAS, in collaboration with China Mobile Research Institute, to address the "last mile" issue in 5G networks [2] - As 5G networks evolve, the existing sub6G frequency bands will be insufficient for industrial internet, autonomous driving, and vehicle-to-everything (V2X) applications, requiring further development of high-frequency millimeter-wave networks [2] - The company's 5G millimeter-wave antennas are currently deployed in over 100 countries and regions, and it is in discussions with Lenovo and IBM for 5G vertical applications and solutions [2] 6G Technology Research and Development - The establishment of the 6G Technology R&D Promotion Working Group and the Overall Expert Group marks the official launch of China's 6G technology research [3] - During the 2019 China Mobile Partner Conference, China Mobile Research Institute, along with industry partners, released the first 6G report, "2030+ Vision and Requirements Report" [3] - The company maintains a strong collaborative relationship with China Mobile Research Institute, and the report provides new support for its 6G network technology research [3] - The company has made further breakthroughs in 6G network technology and is in discussions with the China Academy of Space Technology and the Aerospace Science and Industry Corporation for joint development of 6G-related technologies [3]

证券代码：002446 证券简称：盛路通信 编号：20200916 | --- | --- | --- | --- | --- | |----------------|-------------------------------|-------|------------|-------| | | | | | | | 投资者关系活动 | 特定对象调研 □ | | 分析师会议 | | | 类别 | □ 媒体采访 □ | | 业绩说明会 | | | | □ 新闻发布会 □ | | 路演活动 | | | | □ 现场参观 | | | | | | □ 其他 | | | | | 参与单位名称及 | 浙商证券 张建民 | | | | | 人员姓名 | 兴业证券 邓皓谦 万自强 | | | | | | 太平洋证券 李宏涛 | | | | | | 东方财富证券 卢嘉鹏 | | | | | | 中信建投 刘文旭 | | | | | | 申九资产 谢旭阳 | | | | | | 华泰证券 朱光灵 | | | | | | 安信证券 王晗 | | | | | | 东北证券 温中朝 | | | | | | 鸿道投资 郑伟 | | | ...