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]

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：2017-002 | --- | --- | --- | |-----------------------|------------------------------|------------------------------------------| | | | | | 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 | | 招商证券 唐婉珊 招商证券 黄建云 | | 人员姓名 | | 领丰资本 陈晓 粤鸿投资 黄新耀 | | | | 民森投资 张庭坚 华安基金 介勇虎 | | | | 民森投资 彭子熙 鼎薩资本 康浩平 | | | 深圳新富资本 | | | 时间 | 2017 年 4 月 28 日 | | | 地点 | 公司四楼会议室 | | | 上市公司接待人 员姓名 | | 证券事务代表田智勇先生、证券事务专员陈旭 | | 投资者 ...

Group 1: Company Overview - The company has transitioned from analog to digital since 2011, with digital products accounting for over 80% of its main business by the end of 2016 [2] - The digital product lines include Tetra (17% of digital revenue), PDT (28%), and DMR (55%) [2] Group 2: Acquisition Progress - The acquisition of Saipol is progressing smoothly, having received approvals from the board and shareholders, as well as some countries [2] - Saipol's Tetra terminals are globally leading in the private network sector, and the acquisition will enhance the company's Tetra solutions and customer resources in Europe and South America [2] Group 3: Revenue Breakdown - The revenue from terminals and systems constitutes approximately 60% of the company's total revenue [3] - The OEM business, primarily for clients like DJI and Finisar, accounts for less than 10% of total revenue [3] Group 4: Competitive Landscape - The company has secured major contracts for public safety networks and events, demonstrating its competitive edge against Motorola in the private network sector [3] - As the private network market expands into broadband, the company anticipates increased competition but is confident in its technological advancements [4]