Business Overview - The company primarily engages in three main business areas: mobile communication network planning and design, printed circuit board (PCB) manufacturing, and specialized network integration (smart cities, IoT, cloud computing) [1][3] - Revenue and profit contributions from these three business segments are approximately 30% each, with profit contribution being 54% from the PCB business [3] Market Position - The company is the largest independent third-party design institute in the mobile communication technology service sector, providing a full range of services including consulting, surveying, planning, design, construction, optimization, and maintenance for major telecom operators [3] - In the PCB sector, the company is recognized as the largest military PCB manufacturer in China, focusing on small-batch, rapid prototyping for both military and civilian products [3] Expansion Strategy - The company is responding to the "Belt and Road" initiative by accelerating its international development, targeting underdeveloped mobile communication markets in Southeast Asia [4] - New subsidiaries have been established in Malaysia, Cambodia, and Myanmar to replicate successful experiences from Indonesia, aiming to expand into Thailand, Vietnam, and the Philippines [4] Asset Restructuring - The company is undergoing a significant asset restructuring to enhance its risk resistance and competitive advantage, focusing on military and civilian integration [5][6] - The restructuring process is currently in a suspended review state due to delays in submitting feedback to the China Securities Regulatory Commission (CSRC) [5][6] Regulatory Impact - The recent refinancing regulations from the CSRC will not affect the company's ongoing asset restructuring, as the application for issuing shares to purchase assets was accepted prior to the new rules [6] Technological Development - The company is actively engaged in R&D for 5G network planning and related product applications, leveraging its leading design technology [7]

证券代码：002544 证券简称：杰赛科技 广州杰赛科技股份有限公司投资者关系活动记录表 编号：2017-05 | --- | --- | --- | |-----------------------------|-----------------------------------|--------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | | 1 、 | 东吴证券 计算机行业首席分析师 郝彪 | | | 2 、 | 招商证券 通信行业分析师 余俊 | | 参与单位 | 3 、 | 西南证券 通信行业分析师 黄弘扬 | | 名称及人员姓名 | 4 、 玄元投资 研究员 宋雅 | | | | 5 、 | 盛世景资管 高级投资经理 周培鑫 | | | 6 、 深圳长辉盛世 投资经理 谢微 | | | 时 间 | 2017 年 5 月 9 ...

证券代码：002544 证券简称：杰赛科技 广州杰赛科技股份有限公司投资者关系活动记录表 编号：2017-04 | --- | --- | --- | |----------------|------------------------------------|--------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | 参与单位 | 1 | 、国泰君安 军工行业首席分析师 张润毅 | | 名称及人员姓名 | 2 | 、东方证券军工行业首席分析师 王天一 | | | 3 、工银瑞信 军工行业研究员 田硕鹏 | | | | 4 、华夏基金 研究员 万方方 | | | | 5 | 、中国银河证券 军工行业分析师 博楚雄 | | | 6、东方证券 军工行业分析师 罗楠 | | | | 7 、招商证券 军工行业分析师 何亮 | | | | 8 、 | 广发证券 军工行业研究员 彭 ...

证券代码：002544 证券简称：杰赛科技 广州杰赛科技股份有限公司投资者关系活动记录表 编号：2017-11 | --- | --- | --- | |----------------|-----------------------------------|------------------------------------------------| | | □ 特定对象调研 | ■ 分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | | 1 、 | 天风证券 核心合伙人机械军工首席分析师 邹润芳、 | | | 军工分析师 经纬 | | | | 2 、 汇添富 行业分析师 卞正 | | | | 3 、 广州金控资产 副总经理 黄勇 | | | 参与单位 | 4 、 东方证券 研究员 王菡 | | | 名称及人员姓名 | 5 、 | 民生信托 投资业务总监 陈远望 | | | 6 、 兵工财务 投资经理 石泰华 | | | | 7、 | 长江养老保险 高级分析师 李卉 ...

Group 1: Major Asset Restructuring Progress - The company received a notice from the China Securities Regulatory Commission on June 7, 2017, regarding the review of its major asset restructuring [2] - The company's stock was suspended from trading on June 8, 2017, pending the review results [2] - The valuation of the transaction target was adjusted from 1.9 billion to 1.7 billion, and the total fundraising amount was reduced from 1.85 billion to 1.65 billion [2] Group 2: Financial Impact of Restructuring - The five target companies to be injected achieved a total revenue of 2.103 billion and a net profit of 95 million in 2016 [3] - After the transaction, the company's revenue and net profit for 2016 will increase by 78% and 89%, respectively [3] - The restructuring will significantly enhance the company's profitability [3] Group 3: Overview of Target Companies - Hebei Far East Communication achieved revenue of 1.688 billion and net profit of 76.27 million in 2016 [4] - Beijing Zhongwang Huacom's revenue was 288 million with a net profit of 25 million in 2016 [4] Group 4: Current Business Development - The company primarily engages in mobile communication network planning, military/communication PCB manufacturing, and specialized network integration [6] - The three main business segments contribute 43%, 33%, and 24% to the revenue, with profit contributions of 54%, 41%, and 5% respectively [7] - The PCB business is positioned in the military and civilian sectors, producing over 100,000 types of PCB products annually [7] Group 5: International Expansion Strategy - The company is actively expanding into Southeast Asia, aiming to enhance its international brand image [7] - It has established overseas subsidiaries in Malaysia, Cambodia, and Myanmar to replicate its success in Indonesia [7]

编号：2020-05 1 证券代码：002544 证券简称：杰赛科技 2020 年 6 月 16 日投资者关系活动记录表 | --- | --- | --- | --- | |----------------|------------------------------|-----------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | | □ 现场参观 | | | | | □ 其他 | | | | | 1. | 广东比邻投资基金 ...

Business Overview - The company primarily engages in mobile communication network planning and design, manufacturing of printed circuit boards (PCBs), and specialized network integration, contributing approximately 30% of revenue each from the first two segments and 40% from specialized networks [2] - The PCB business is positioned in both military and civilian markets, focusing on small-batch and quick-turnaround production, making it the largest publicly listed military PCB manufacturer in China [2] Market Development - The company is expanding its international presence in Southeast Asia, establishing subsidiaries in Malaysia, Cambodia, and Myanmar to tap into underdeveloped mobile communication markets [3] - The company aims to enhance its international brand image and service offerings in countries like Thailand, Vietnam, and the Philippines [3] Asset Restructuring - The company is undergoing a significant asset restructuring involving the acquisition of six target companies with promising market prospects, with a share issuance price set at ¥30.24 per share and planned fundraising not exceeding ¥1.85 billion [4] - This restructuring is expected to improve the company's risk resistance and enhance its competitive edge and sustainable development capabilities [4] Regulatory Compliance - The company has received preliminary approvals from relevant authorities for its asset restructuring and financing plans, with ongoing audits and evaluations to comply with regulatory requirements [5][6] Research and Development - Despite a decrease in the number of R&D personnel, the company increased its R&D investment by 48.22%, focusing on innovation in cloud computing, big data, and military product development [6] - The company is actively pursuing advancements in 5G technology, with expectations for increased revenue as the number of base stations grows [7]

证券代码：002544 证券简称：杰赛科技 2020 年 5 月 14 日投资者关系活动记录表 编号：2020-02 | --- | --- | --- | |----------------|----------------|-----------------------------------------| | | □ 特定对象调研 | ■ 分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | 参与单位 | 1. | 兴业证券股份有限公司 李博彦 | | 名称及人员姓名 | 2. | 中海基金管理有限公司 谢华 | | | 3. | 平安资产管理有限责任公司 万淑珊 | | | 4. | 金元顺安基金管理有限公司 贾丽杰 | | | 5. | 中意资产管理有限责任公司 臧怡 | | | 6. | 新华基金管理有限公司 周晓东 | | | 7. | 兴业基金管理有限公司 陈旭 | | | 8. | 诺安基金管理有限公司 李迪光 | | | 9. | 上海辰翔投资管理有限公司 ...

证券代码：002544 证券简称：杰赛科技 广州杰赛科技股份有限公司投资者关系活动记录表 编号：2017-13 | --- | --- | --- | |----------------|--------------------------------|--------------------------------------------------| | | □ 特定对象调研 | ■ 分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | | 1 | 、申万宏源证券 军工首席分析师 韩强 分析师 王加煨 | | | 2 、中泰证券 研究员 吴凡 | | | | 3 | 、中信证券 资产管理业务副总裁 邱颖 | | 参与单位 | 4 、中天证券 研究员 韩颖 | | | 名称及人员姓名 | 5 、通晟资产 研究员 郑秋鹏 | | | | 6 、伊然基金 高级研究员 吴晓鸣 | | | | | 7、天人舒泰股权投资基金 研究员 郭近平 | | | 8 、君茂资本 研究员 高新宇 ...

证券代码：002544 证券简称：杰赛科技 广州杰赛科技股份有限公司投资者关系活动记录表 编号：2017-14 | --- | --- | --- | |----------------|---------------------------------|--------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | | 1 | 、张润毅 国泰君安证券 军工行业首席分析师 | | | 2 | 、杨宇 国泰君安证券 军工行业分析师 | | | 3 | 、陈祺 广东金骏高新投资管理有限公司 高级合伙人 | | 参与单位 | 4 | 、罗志明 广东赤兔投资基金管理有限公司 研究总监 | | 名称及人员姓名 | 5 | 、杨焕 长沙鼎钧投资管理有限公司 高级合伙人 | | | 6 | 、江天南 长沙鼎钧投资管理有限公司 研究员 | | | 7 | ...