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 | | | ...

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：20180509 | --- | --- | --- | |----------------|----------------------------------|--------------------------------------------------------| | | | | | 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 | 方正证券 吴彤 | | | 人员姓名 | | | | 时间 | 2018 年 05 月 09 日 | | | 地点 | 盛路通信会议室 | | | 上市公司接待人 | | 董事长杨华先生、董事会秘书陈嘉先生、财务总监杨俊女士、 | | 员姓名 | 证券事务代表麦健芊女士 | | | | | 调研双方就盛路通信及子公司发展状况、发展前景、业务 | | | 布局等相关内容 ...

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：20201229 | --- | --- | --- | |----------------|----------------------------------------|----------------------------------------------------------| | | | | | 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 | 广发基金 冯骋 李晓博 | | | 人员姓名 | 浙商证券 张建民 汪洁 | | | 时间 | 2020 年 12 月 29 日 | | | | | | | 地点 | 盛路通信会议室 | | | 上市公司接待人 | 南京恒电董事长 | 杨振锋先生、董事会秘书 陈嘉先生、副总经 | | 员姓名 | 理 方利平女士、战略投资总监 惠琴女士 | 周斌先生、证券事务代表 蔡 ...

证券代码：002446 证券简称：盛路通信 编号：20220520 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | 投资者关系活劢 | □ 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 □ | 路演活劢 | | | □ 现场参观 | 其他（电话会议） | | 参与单位名称及 | 方正证券：李宍涛 | | | 人员姓名 | 富邻投资：余伟毅 | | | | 南华基金：姜瑛 | | | | 上银基金：施敏佳 | | | | 长信基金：宋海岸 | | | | 红土创新：陈若劲 | | | | 深圳宍鼎：李小斌 | | | 时间 | 2022 年 5 月 20 日 | | | 地点 | 盛路通信会议室 | | | 上市公司接待人 | | 公司董事会秘书惠明先生、投关总监周斌先生、证券事务代表 | | 员姓名 | 蔡惠琴女士 | ...

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：20220518 | --- | --- | --- | |-----------------------------|------------------------------|--------------------------------------------------------| | | | | | 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 | 浙商证券：张建民、汪洁、胥辛 | | | 人员姓名 | 太平养老基金：赵琦 | | | | 华安基金：介勇虎 | | | 时间 | 2022 年 5 月 18 日 | | | 地点 | 盛路通信会议室 | | | 上市公司接待人 | | 公司董事会秘书惠明先生、投关总监周斌先生、证券事务代表 | | 员姓名 | 蔡惠琴女士 | | | | 调研双方主要就公司 | 202 ...

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：20220509 | --- | --- | --- | |----------------|----------------------------------|--------------------------------------------------------| | | | | | 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 | 方正证券：李宏涛、鲍学博、李淑琛 | | | 人员姓名 | 华泰证券：王兴 | | | | 金元顺安基金：徐勇 | | | | 上海启石资产：陈海挺 | | | | 尚近投资：万朋杰 | | | | 仁桥资产：张鸿运 | | | | 北京城天九投资：赵红志 | | | | 太平基金：田发祥 | | | | 兴业基金：陈旭 | | | 时间 | 2022 年 5 月 9 日 | | | 地 ...

Group 1: Company Performance - The company expects a net profit of 100 million to 135 million yuan for the first half of 2022, representing a year-on-year growth of 7,774.02% to 10,529.92% [3] - The significant growth is attributed to the favorable development trends in the military and communication industries, with increased order deliveries and improved profitability [3] Group 2: Company Overview - Chengdu Innovation Da Microwave Electronics Co., Ltd. was established in 1995 and has over 20 years of technical accumulation, employing more than 230 staff [3] - The company has developed a comprehensive technical system covering microwave circuit design, micro-assembly technology, and sealing technology, with its products primarily serving large military research institutes and manufacturers [3] Group 3: Strategic Positioning - Chengdu Innovation Da and Nanjing Hengdian Electronics Co., Ltd. have complementary product applications and downstream customers, enhancing the company's business layout in the military sector [3] - The company's products are widely used in airborne, missile, shipborne, satellite, and ground weapon platforms [3] Group 4: Industry Outlook - The military electronics industry is expected to experience rapid growth during the 14th Five-Year Plan period, driven by the enhancement of information levels in weaponry and accelerated domestic substitution [4] - The company aims to lead the market through technology-driven strategies, focusing on specialized and high-quality development, continuous product innovation, and meeting customer demands [4]

证券代码：002446 证券简称：盛路通信 编号：20221116 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 详见附件的参会人员名单 人员姓名 广东盛路通信科技股份有限公司 投资者关系活动记录表 | --- | --- | |-----------------------------|------------------------------------------------------------------| | 时间 | 2022 年 11 月 16 日 | | 地点 | 广东盛路通信科技股份有限公司 | | 上市公司接待人 | 董事会秘书 蔡惠琴女士 | | 员姓名 | 投关总监 周斌先生 | | | 一、公司 2022 年前三季度业绩情况的介绍 | | | 2022 年前三季度，公司实现营业收入 10.86 亿元，比上年 | | 投资者关系活动 主要内容介绍 | 同期增长 61.29% ，归属于上市公司股东的净利润为 1.92 亿元， | | | 比上年同期增长 1,21 ...

Financial Performance - The company expects a net profit attributable to shareholders of approximately 183 million to 198 million yuan for the first three quarters of 2022, representing a year-on-year increase of 1,151.95% [1] - The significant growth in performance is attributed to the positive development trend in communication equipment and microwave electronics, with substantial increases in operating income and net profit compared to the same period in 2021 [1] Company Overview - Nanjing Hengdian Electronics Co., Ltd. has over 20 years of technical accumulation and leads in ultra-wideband down-conversion technology, with unique advantages in microwave circuit design and assembly [2] - Chengdu Innovation Technology Co., Ltd. also has over 20 years of experience and employs more than 230 people, establishing a comprehensive technical system in microwave circuit design and assembly [2] Business Strategy - The company is focusing on military electronics and civil communication as its main business development strategy, aiming to enhance its core competitiveness through continuous product research and technological innovation [6] - The company plans to actively expand its overseas market presence, currently having a small share in markets like France, Israel, and India [6] Technological Advancements - The core technology in military electronics is ultra-wideband down-conversion technology, which is crucial for modern electronic communication systems [3] - The company is actively researching 6G technology, focusing on a comprehensive information network covering space, air, land, and sea [5] Market Trends - The 5G base station construction in China is expected to continue, with projections indicating that by the end of 2022, the number of 5G base stations will exceed 2 million, and terminal connections will reach 600 million [6] - The military electronics sector is anticipated to experience rapid growth driven by the increasing informationization of weaponry and accelerated domestic replacement [4]

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：20220829 | --- | --- | --- | |----------------|------------------------------|------------------| | | | | | 投资者关系活动 | □ 特定对象调研 □ | 分析帅会议 | | 类别 | □ 媒体采访 □ | 业绩说明会 | | | □ 新闻发布会 □ | 路演活劢 | | | □ 现场参观 | 其他（电话会议） | | 参与单位名称及 | 华泰证券：王兴、吴尹、高名垚 | | | 人员姓名 | 中信证券：陈卐 | | | | 国联证券：孙树明、叶鑫 | | | | 方正证券：李宏涛 | | | | 汇添富基金：夏正安、张朊 | | | | 建信基金：左远明 | | | | 民生加银基金：李君海 | | | | 创金合信基金：李晗 | | | | 海富通基金：杨柳 | | | | 中海基金：范宗武 | | | | 汇丰晋信：吴培文 | | | | 红华资本：何儒 | | | | 浙江大钧资产：卢伟 | | ...