Group 1: Company Overview - Neusoft Carrier has developed a range of communication chips, including narrowband low-speed chips and broadband power line communication chips, becoming the only company globally with a complete range of communication technologies from narrowband to wireless [1]. - The company's smart home solutions utilize existing power lines for communication, offering a low-cost entry into smart home technology for households [1]. Group 2: Product Features and Advantages - The smart home products are characterized by no need for rewiring, low cost, ease of use, energy efficiency, and no radiation, making them suitable for ordinary households [1]. - The company has successfully differentiated its products in the market by meeting consumer demands while maintaining these unique features [1]. Group 3: Sales and Production Status - The smart home products are currently in production, with plans to begin sales within the year, although specific sales projections are not yet available [2]. - The company is also developing products based on broadband power line chips [1]. Group 4: Strategic Acquisitions - The acquisition of Shanghai Haier aims to enhance the company's product line, improve chip design and R&D capabilities, and expand the application of IoT technologies, thereby increasing revenue and core competitiveness [2].

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：2015-003 | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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]

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 | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

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 | --- | --- | --- | |----------------------------|----------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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]

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 | --- | --- | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------- ...

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 | --- | --- | --- | |----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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]

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]