EASTSOFT(300183)

Search documents
东软载波(300183) - 2015年3月13日投资者关系活动记录表
2022-12-07 08:56
Group 1: Company Overview - Neusoft Carrier is a leading company in the field of power line communication technology, offering a range of products from narrowband low-speed to broadband communication chips [1] - The company has developed several communication chips, including SSC1630, SSC1641, SSC1643, SSC1650, and SSC1660, establishing itself as a unique player in the market [1] Group 2: Smart Home Products - The company is currently in the process of producing its first batch of smart home products, with sales expected to begin soon, although profit contributions remain uncertain [1] - Neusoft Carrier's smart home solutions utilize existing power lines for communication, providing a cost-effective and easy-to-implement option for households [1][2] - Key features of the smart home products include no need for rewiring, low cost, ease of use, energy efficiency, and no radiation [2] Group 3: Sales and Distribution Channels - The company plans to sell its smart home products through various channels, including online platforms, real estate developers, decoration companies, home appliance manufacturers, and established distributors [2] Group 4: Investor Relations Activity - The investor relations activity included a visit to the company's smart home model room, where investors inquired about the progress of acquisitions and product development [1] - The company is currently working on updating its application materials for the acquisition of Shanghai Haier, with documentation expected to be submitted to the China Securities Regulatory Commission soon [1]
东软载波(300183) - 2015年8月28日投资者关系活动记录表
2022-12-07 08:24
编号:2015-006 投资者关系活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ■现场参观 □其他 电话采访 参与单位名称及人员姓名 招商证券 马鹏清等 50 多名研究员、基金经理、机构投资者、个人投 证券代码:300183 证券简称:东软载波 青岛东软载波科技股份有限公司投资者关系活动记录表 资者 | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...
东软载波(300183) - 2015年6月8日投资者关系活动记录表
2022-12-07 08:12
证券代码:300183 证券简称:东软载波 青岛东软载波科技股份有限公司投资者关系活动记录表 编号:2015-004 | --- | --- | --- | |----------------------------|----------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
东软载波(300183) - 2016年6月15日投资者关系活动记录表
2022-12-06 23:58
Company Overview - Qingdao Eastsoft Carrier Technology Co., Ltd. was established in 1993 and listed on the Shenzhen Stock Exchange in 2011 with a registered capital of 450 million RMB [1] - The company specializes in power line carrier communication technology and wireless communication technology, providing solutions and products in these fields [2] Business Development - The company has developed a range of carrier communication products and chips, including narrowband and broadband solutions [2] - In 2015, the company acquired Shanghai Eastsoft Carrier Microelectronics Co., Ltd., enhancing its ecosystem for MCU and video transmission chips [2] - R&D investment from 2011 to 2015 totaled over 300 million RMB, with annual R&D spending exceeding 10% of revenue [2] Market Position - The company holds a market share of approximately 35%-40% in the smart meter sector, with around 500 million smart meters in use across China [2] - The company has seen significant growth, expanding from over 140 employees before listing to over 900 employees by 2015 [2] Technological Advancements - The company has developed various communication technologies, including dual-mode and broadband products, to meet the evolving needs of the State Grid [3] - The introduction of the AMI (Advanced Metering Infrastructure) system requires faster communication standards, prompting the company to adapt its technology accordingly [3] Product Line - The product line includes narrowband low-speed, narrowband high-speed, broadband low-speed, and broadband high-speed communication products [4] - The company is also focusing on smart home solutions, integrating various communication technologies to create a seamless smart network [4] Future Directions - The company aims to enhance its product offerings in energy management, smart control, and intelligent buildings, leveraging advancements in IoT and cloud computing [6] - Plans include the development of dual-mode communication chips and multi-communication solutions to meet both domestic and international market demands [5] Strategic Goals - The company aspires to become a leading enterprise in the fields of smart technology and energy internet, focusing on integrated circuit design and fusion communication technology [9] - The vision includes embedding communication chips in all household appliances to create a comprehensive smart network [6]
东软载波(300183) - 2016年6月2日-3日投资者关系活动记录表
2022-12-06 23:44
证券代码:300183 证券简称:东软载波 青岛东软载波科技股份有限公司投资者关系活动记录表 编号:2016-003 | --- | --- | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------- ...
东软载波(300183) - 2016年4月29日投资者关系活动记录表
2022-12-06 11:31
证券代码:300183 证券简称:东软载波 青岛东软载波科技股份有限公司投资者关系活动记录表 编号:2016-002 | --- | --- | --- | |----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
东软载波(300183) - 2017年6月8日投资者关系活动记录表
2022-12-06 05:16
Company Overview - Qingdao Neusoft Carrier Technology Co., Ltd. was established in 1993 and listed on the Shenzhen Stock Exchange in 2011 with a registered capital of 450 million RMB [1] - The company focuses on integrated circuit design and technology research and development for national information security, aiming to become a leading enterprise in emerging strategic fields such as IoT and energy internet [1][2] Financial Performance - In 2016, the company achieved a revenue of 983,908,992.33 RMB, a year-on-year increase of 19.21% [2] - The total profit was 392,709,532.02 RMB, up 20.36% year-on-year, while net profit attributable to shareholders was 356,472,806.30 RMB, reflecting a 29.16% increase [2] - As of December 31, 2016, total assets amounted to 2,788,928,833.72 RMB, with total liabilities of 259,376,902.34 RMB, resulting in a debt-to-asset ratio of 9.30% [2] Market Trends and Challenges - The company is positioned in a critical phase of the national "smart grid" transformation, with uncertainties in bidding quantities and cycles affecting revenue [2][3] - The transition from narrowband to broadband communication standards in the power information collection system is expected to impact product bidding and application timelines [3][8] Development Strategy - The company is actively integrating its operations across the entire industry chain, from chips to software and system solutions, to enhance competitive differentiation [4][6] - Future plans include expanding into smart home and smart grid sectors, leveraging a combination of power line and wireless communication technologies [4][6] Industry Outlook - The integrated circuit industry in China is expected to grow significantly, supported by government policies and investments aimed at achieving global leadership in semiconductor technology [2][3] - The IoT sector is anticipated to undergo transformative changes, requiring advanced security measures and seamless connectivity solutions [3][4] Product Development - The company is developing a range of communication chips, including 8-bit and 32-bit MCUs, to meet the demands of the IoT market [4][6] - Innovations in wireless and power line communication technologies are being pursued to create unique solutions for smart grid and smart home applications [4][6] Investor Engagement - The company held an investor meeting on June 8, 2017, attended by over 60 participants from various investment firms and media outlets [1] - Key topics discussed included the company's operational performance, market challenges, and future growth strategies [1][2]
东软载波(300183) - 2016年11月1日和2016年11月2日投资者关系活动记录表
2022-12-06 01:31
Group 1: Company Overview - Qingdao Neusoft Carrier Technology Co., Ltd. was established in 1993 and focuses on low-voltage power line carrier communication technology [1] - The company is a leading manufacturer of low-voltage power line carrier chips in China and has participated in the formulation of national standards for low-voltage power line carrier metering systems [1] - Neusoft Carrier's products are widely used in the national smart grid industry, with sales covering 34 provinces, municipalities, and autonomous regions in China [1] Group 2: Smart Metering and Standards - The first round of smart meter upgrades by the State Grid is expected to conclude by the end of this year, with approximately 500 million smart meters being upgraded [2][3] - The State Grid's annual smart meter tender volume is around 70 million units, with 40 million units tendered in the first two rounds this year [3] - The second round of upgrades will focus on broadband communication chips, with new standards for power line broadband communication expected to be finalized by the end of the year [3] Group 3: Product Development and Market Position - Neusoft Carrier has shipped a total of 200 million power line communication chips [3] - The company is developing smart home products, including LED switches, gateways, and dimming modules, with a focus on creating a multi-communication technology platform for system control [3] - The product line of Shanghai Neusoft Carrier Microelectronics includes safety chips, MCUs, carrier chips, wireless chips, and touch chips, with significant shipments in the drone and home appliance sectors [3]
东软载波(300183) - 2022 Q3 - 季度财报
2022-10-26 16:00
[I. Key Financial Data](index=2&type=section&id=%E4%B8%80%E3%80%81%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%95%B0%E6%8D%AE) [Key Accounting Data and Financial Indicators](index=2&type=section&id=%EF%BC%88%E4%B8%80%EF%BC%89%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) In Q3 2022, revenue decreased by 5.30% year-over-year, while net profit attributable to shareholders increased by 8.47%; year-to-date, revenue grew 16.90% and net profit 32.77%, but operating cash flow was negative, declining 175.18% Key Financial Indicators for Q3 2022 and Year-to-Date | Indicator | Current Period (Q3) | YoY Change (Current Period) | Year-to-Date | YoY Change (Year-to-Date) | | :--- | :--- | :--- | :--- | :--- | | Operating Revenue (CNY) | 245,836,078.72 | -5.30% | 639,696,042.43 | 16.90% | | Net Profit Attributable to Shareholders (CNY) | 40,888,377.83 | 8.47% | 91,106,368.57 | 32.77% | | Net Profit Attributable to Shareholders (Excluding Non-recurring Items) (CNY) | 33,539,218.25 | 0.85% | 67,167,328.18 | 18.83% | | Net Cash Flow from Operating Activities (CNY) | -- | -- | -93,789,710.62 | -175.18% | | Basic Earnings Per Share (CNY/share) | 0.0884 | 8.47% | 0.1969 | 32.77% | | Total Assets (CNY) | 3,462,338,414.38 | 1.50% (vs. End of Prior Year) | | | | Total Equity Attributable to Shareholders (CNY) | 3,073,089,636.89 | 0.71% (vs. End of Prior Year) | | | [Non-recurring Gains and Losses](index=2&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E9%9D%9E%E7%BB%8F%E5%B8%B8%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5%92%8C%E9%87%91%E9%A2%9D) Year-to-date, non-recurring gains and losses totaled **23.94 million CNY**, significantly contributing to net profit, primarily from fair value changes in financial assets and reversal of impairment provisions Key Non-recurring Gains and Losses (Year-to-Date) | Item | Amount Year-to-Date (CNY) | | :--- | :--- | | Fair Value Changes and Investment Income from Financial Assets/Liabilities | 16,019,072.79 | | Reversal of Impairment Provisions for Receivables (Individually Assessed) | 12,230,940.00 | | Government Grants Recognized in Current P&L | 3,544,272.23 | | Disposal Gains/Losses on Non-current Assets | 3,376,779.18 | | Debt Restructuring Gains/Losses | -4,762,716.54 | | **Total** | **23,939,040.39** | [Analysis of Changes in Key Accounting Data and Financial Indicators](index=3&type=section&id=%EF%BC%88%E4%B8%89%EF%BC%89%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87%E5%8F%91%E7%94%9F%E5%8F%98%E5%8A%A8%E7%9A%84%E6%83%85%E5%86%B5%E5%8F%8A%E5%8E%9F%E5%9B%A0) Significant changes occurred in the balance sheet and income statement, with increased inventory and prepayments for stock, decreased cash and increased financial assets due to wealth product purchases, and higher credit impairment reversals and fair value gains on wealth products boosting profit - Due to new wealth management product purchases, the company's **cash and cash equivalents decreased by 34.82%**, while **trading financial assets significantly increased by 241.90%**[12](index=12&type=chunk) - To meet market demand, the company increased inventory, leading to a **117.23% growth in inventories** and a **267.38% increase in prepayments**[12](index=12&type=chunk) - On the income statement, credit impairment losses increased by **670.60% year-over-year** due to the reversal of individually assessed bad debt provisions; fair value changes in wealth management products and disposal of non-current assets also generated **12.69 million CNY** and **3.10 million CNY** in gains, respectively[12](index=12&type=chunk) [II. Shareholder Information](index=3&type=section&id=%E4%BA%8C%E3%80%81%E8%82%A1%E4%B8%9C%E4%BF%A1%E6%81%AF) [Shareholding Structure](index=3&type=section&id=%EF%BC%88%E4%B8%80%EF%BC%89%E6%99%AE%E9%80%9A%E8%82%A1%E8%82%A1%E4%B8%9C%E6%80%BB%E6%95%B0%E5%92%8C%E8%A1%A8%E5%86%B3%E6%9D%83%E6%81%A2%E5%A4%8D%E7%9A%84%E4%BC%98%E5%85%88%E8%82%A1%E8%82%A1%E4%B8%9C%E6%95%B0%E9%87%8F%E5%8F%8A%E5%89%8D%E5%8D%81%E5%90%8D%E8%82%A1%E4%B8%9C%E6%8C%81%E8%82%A1%E6%83%85%E5%86%B5%E8%A1%A8) As of the reporting period end, the company had 30,351 common shareholders, with the top four shareholders collectively holding over 51%, indicating a relatively concentrated equity structure and no concerted action among the top ten - As of the end of the reporting period, the company had **30,351 common shareholders**[13](index=13&type=chunk) Top Ten Shareholders' Holdings | Shareholder Name | Shareholding Percentage | Number of Shares Held | | :--- | :--- | :--- | | Cui Jian | 16.06% | 74,282,700 | | Shenzhen Shanhui Investment Management Co., Ltd. - Foshan Lanhaisheng Equity Investment Partnership (Limited Partnership) | 14.87% | 68,775,700 | | Wang Rui | 10.22% | 47,270,800 | | Hu Yajun | 10.22% | 47,270,800 | | Chen Yiqing | 2.85% | 13,199,800 | [IV. Quarterly Financial Statements](index=4&type=section&id=%E5%9B%9B%E3%80%81%E5%AD%A3%E5%BA%A6%E8%B4%A2%E5%8A%A1%E6%8A%A5%E8%A1%A8) [Consolidated Balance Sheet](index=4&type=section&id=1%E3%80%81%E5%90%88%E5%B9%B6%E8%B5%84%E4%BA%A7%E8%B4%9F%E5%80%BA%E8%A1%A8) As of September 30, 2022, total assets were **3.46 billion CNY**, up 1.50% from the year-start, with current assets comprising 77% and cash/financial assets 55% of total assets; total liabilities were **382.68 million CNY**, resulting in a stable debt-to-asset ratio of approximately 11% Key Items from Consolidated Balance Sheet (September 30, 2022) | Item | Amount (CNY) | Change vs. Year-Start | | :--- | :--- | :--- | | Cash and Cash Equivalents | 1,207,467,667.43 | -34.82% | | Trading Financial Assets | 685,685,295.17 | 241.90% | | Inventories | 377,598,483.56 | 117.23% | | **Total Assets** | **3,462,338,414.38** | **1.50%** | | **Total Liabilities** | **382,683,135.99** | **9.78%** | | **Total Equity Attributable to Parent Company Shareholders** | **3,073,089,636.89** | **0.71%** | [Consolidated Income Statement (Year-to-Date)](index=6&type=section&id=2%E3%80%81%E5%90%88%E5%B9%B6%E5%B9%B4%E5%88%9D%E5%88%B0%E6%8A%A5%E5%91%8A%E6%9C%9F%E6%9C%AB%E5%88%A9%E6%B6%A6%E8%A1%A8) For the first three quarters of 2022, total operating revenue reached **639.70 million CNY**, up 16.90%; operating profit was **116.21 million CNY**, up 64.81%; and net profit attributable to shareholders was **91.11 million CNY**, up 32.77%, driven by revenue growth, credit impairment reversals, and fair value gains Key Items from Consolidated Income Statement (Jan-Sep 2022) | Item | Current Period Amount (CNY) | Prior Period Amount (CNY) | YoY Change | | :--- | :--- | :--- | :--- | | Total Operating Revenue | 639,696,042.43 | 547,228,750.44 | 16.90% | | Total Operating Costs | 564,263,635.53 | 502,174,208.53 | 12.36% | | Operating Profit | 116,213,883.43 | 70,513,749.66 | 64.81% | | Total Profit | 114,050,166.41 | 70,625,702.33 | 61.49% | | Net Profit | 89,909,881.44 | 68,162,085.11 | 31.91% | | Net Profit Attributable to Parent Company Shareholders | 91,106,368.57 | 68,621,514.49 | 32.77% | [Consolidated Cash Flow Statement (Year-to-Date)](index=8&type=section&id=3%E3%80%81%E5%90%88%E5%B9%B6%E5%B9%B4%E5%88%9D%E5%88%B0%E6%8A%A5%E5%91%8A%E6%9C%9F%E6%9C%AB%E7%8E%B0%E9%87%91%E6%B5%81%E8%A1%A8) For the first three quarters of 2022, net cash flow from operating activities turned negative at **-93.79 million CNY** due to increased purchases; investing activities saw a **316.51 million CNY** net outflow for wealth products; financing activities had a **73.80 million CNY** net outflow, leading to a total **484.06 million CNY** net decrease in cash and equivalents Key Items from Consolidated Cash Flow Statement (Jan-Sep 2022) | Item | Current Period Amount (CNY) | Prior Period Amount (CNY) | | :--- | :--- | :--- | | Net Cash Flow from Operating Activities | -93,789,710.62 | 124,748,434.94 | | Net Cash Flow from Investing Activities | -316,510,242.86 | -14,594,769.06 | | Net Cash Flow from Financing Activities | -73,795,064.87 | -93,012,054.60 | | Net Increase/Decrease in Cash and Cash Equivalents | -484,060,013.58 | 17,097,053.97 | [V. Audit Information](index=9&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E5%AE%A1%E8%AE%A1%E6%8A%A5%E5%91%8A) [Audit Opinion](index=9&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E5%AE%A1%E8%AE%A1%E6%8A%A5%E5%91%8A) The company's 2022 third-quarter report is unaudited - The company's third-quarter report is **unaudited**[34](index=34&type=chunk)
东软载波(300183) - 2022 Q2 - 季度财报
2022-08-09 16:00
青岛东软载波科技股份有限公司 2022 年半年度报告 2022-035 2022 年 8 月 1 青岛东软载波科技股份有限公司 2022 年半年度报告全文 第一节重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整,不存在虚假记载、误导性陈述或者重大遗漏,并承担 个别和连带的法律责任。 公司负责人崔健、主管会计工作负责人陈秋华及会计机构负责人(会计主 管人员)陈秋华声明:保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本报告的董事会会议。 公司在本报告"第三节 管理层讨论与分析"中"十、公司面临的风险和应 对措施"部分描述了公司经营中可能存在的风险及应对措施,敬请投资者注意 并仔细阅读。 公司计划不派发现金红利,不送红股,不以公积金转增股本。 青岛东软载波科技股份有限公司 2022 年半年度报告全文 第五节 环境和社会责任……………………………………………………………………………………………………………32 第六节 重要事项 第七节 股份变动及股东情况… 第八节 优先股相关情况 第九节 愤券相关情况 第十节 财务报告………………………… ...