Group 1: Market Overview - The overall market size for the public security PDT network construction is approximately ¥100 billion, with an annual renewal rate of about 20% [3] - The domestic subway market size is estimated to exceed ¥100 billion, with a delay of about 2 years for equipment bidding due to the completion of main construction [5] - The overseas market currently accounts for over 60% of the company's total revenue, indicating significant growth potential [5] Group 2: Company Performance - The company reported a net loss of ¥61 million for the first three quarters of the year, primarily due to increased R&D and sales investments [5] - Despite the loss, the company's revenue continues to grow, supported by a high gross margin that is expected to be maintained [5][6] - The company is transitioning from low-end commercial markets to high-end users, with the low-end market estimated at around ¥1.5 billion annually [6] Group 3: Product Development and Sales - The DMR product line is experiencing rapid growth, expected to maintain last year's growth rate and become a major source of revenue and profit [6] - The company is actively promoting the PDT to become a national standard while also expanding its presence in overseas markets [4][6] - The company is planning to establish branch offices in key overseas regions to enhance sales channels [6]

证券代码：002583 证券简称：海能达 编号：2014-006 海能达通信股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|---------------------------|--------------------------------------------------------| | | | | | 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 | 银河基金 翁伟皓 | | | 人员姓名 | 徐鹏 | | | 时间 | 2014 年 7 月 3 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 张钜、田智勇 | | | 投资者关系活动 | 一、参观公司展厅 | | | 主要内容介绍 | 二、互动问答 | | | | 1、公司业务主要有哪几块？ | | | | | 公司主要从事专网通信终端和系统设备的研发、生产、销 ...

证券代码：002583 证券简称：海能达 编号：2015-002 海能达通信股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|----------------------------------| | | | | | 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 | 景泰利丰 宋歌 | | | 人员姓名 | 明己投资 王坤 | | | | 安卓投资 何康玮 | | | | 东吴证券 王友红 | | | | 艾瑞资本 沈文春 | | | | 东莞证券 柯开明 | | | | 海通证券 彭虎 | | | | 宏鼎财富 李先明 | | | | 明己投资 付羽 | | | 时间 | 2015 年 11 月 9 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 | | 张钜、田智勇、牛赟、陈旭、宋碧玉 | 1 | ...

证券代码：002583 证券简称：海能达 海能达通信股份有限公司投资者关系活动记录表 编号：2015-001 | --- | --- | --- | |-----------------------|-------------------------|--------------------------------------------------------| | | | | | 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 | 首创证券 王颖 | | | 人员姓名 | 交银康联人寿 陆晓菁 | | | | 申万宏源证券 康显阶 | | | | | | | | 兴业证券 张珍岚 | | | | | 统一证券投资信托股份有限公司 林川钦 | | | 嘉树投资 余进洋 | | | 时间 | 2015 年 11 月 6 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 张钜、田智勇、宋碧玉 | | | 投 ...

证券代码：002583 证券简称：海能达 海能达通信股份有限公司投资者关系活动记录表 编号：2015-003 | --- | --- | --- | |----------------|----------------------------|-------------------------------------| | | | | | 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 | | 盈峰资本管理（香港）有限公司 吴承瑾 | | 人员姓名 | | 盈峰资本管理（香港）有限公司 孙建树 | | | 上达资本 赖筠晔 | | | | 有据资本 李昂 | | | | 国联安基金 张汉毅 | | | | 聚智资本 李旭 | | | | 沧田投资 黎扬 | | | | 中信证券 严秀儿 | | | | 招商昆仑 王一岗 | | | | 国投瑞银 刘潇潇 | | | | 中银国际 易景明 | | | 时间 | 2015 年 11 月 ...

证券代码：002583 证券简称：海能达 海能达通信股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|----------------------------------|-------|--------------------------------------------------------| | | | | | | 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 | 东莞证券 包冬青 呈瑞投资 刘青林 | | | | 人员姓名 | 东北证券 石晓彬 启石资产 王永财 | | | | 时间 | 2016 年 9 月 7 日 | | | | 地点 | 公司四楼会议室 | | | | 上市公司接待人 | 证券事务代表田智勇先生 | | | | 员姓名 | 其他工作人员：陈旭 | | | | 投资者关系活动 | | | 一、由证券事务代表带 ...

证券代码：002583 证券简称：海能达 编号：2016-003 | --- | --- | --- | --- | |----------------|---------------------------------|-------|--------------------------------------------------------| | | | | | | 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 | 海富通基金 王智慧 安信证券 章政 | | | | 人员姓名 | 海富通基金 徐斌 安信证券 石泽莚 | | | | | 海富通基金 崔晨 | | | | | 海富通基金 吕越超 | | | | | 海富通基金 张金涛 | | | | | 海富通基金 范庭芳 | | | | | 海富通基金 黄峰 | | | | | 海富通基金 顾晓飞 | | | | 时间 | 2016 年 9 月 21 日 ...

Market Position and Growth - The company has a leading advantage in the PDT market, with significant market share growth expected in the next two years as nationwide construction begins [4] - The global market for digital narrowband communication is approximately $10-15 billion annually, with increasing demand for data transmission and real-time video [4] - The broadband product market is projected to reach a scale of $100 billion, driven by the transition from narrowband to broadband [4] Financial Performance - The company's overall gross margin has maintained around 50%, with improvements due to a higher proportion of digital products, which account for about 80% of revenue [7] - Sales revenue is expected to continue rapid growth, with an increase in absolute expenses anticipated, but a decrease in expense ratio as sales scale up [5] Sales and Marketing Strategy - The sales model consists of approximately 70% dealer sales and 30% direct sales for large projects, with expectations for an increase in direct sales as market position strengthens [6] - The company has over 1,000 dealers globally, and the sales network covers more than 120 countries and regions [5][9] Seasonal Trends - The industry exhibits clear seasonal fluctuations, with sales typically lower in the first half of the year and peaking in the second half due to dealer promotions and project timelines [6][7] Research and Development - The company is heavily investing in R&D for next-generation broadband products, with a significant increase in employee numbers, particularly in R&D and sales [9][10] - The focus remains on the specialized network communication industry, with no plans for cross-industry expansion at this time [10] Market Opportunities - Increased global focus on public safety following recent terrorist attacks is expected to drive demand for specialized networks [8] - The transition from analog to digital communication is creating strong demand for DMR products, which are expected to continue growing rapidly [12] Order Composition - Current orders are primarily from the replacement of existing equipment in the market, with a smaller portion from new market entries [11]