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 | | | ...

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 ...