证券代码：300259 证券简称：新天科技 编号：2017-0629 新天科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|--------------------------|--------------------------------------------------| | | | | | | 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系活动 | □ 新闻发布会 | □ 路演活动 | | 类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | | 华泰证券 中小市值首席研究员 孔凌飞 | | 时间 | 2017 年 06 月 29 | 日 14：00～ 15:30 | | 地点 | 公司会议室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书 杨冬玲 | | | 投资者关系活动 | | 公司接待人员与来访者就以下问题进行了沟通交流，以 | | 主要内容介绍 | 下是会谈纪要： | | ...

证券代码：300259 证券简称：新天科技 编号：2017-0602 新天科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------| | | | | | | 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系活动 | □ 新闻发布会 | □ 路演活动 | | 类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 天风证券 通信行业首席分析师 唐海清 | | 人员姓名 | 天风证券 TMT/ | 通信行业助理分析师 姜佳汛 | | 时间 | 2017 年 06 月 02 | 日 10：00～ 12:00 | | 地点 | 公司会议室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书 杨冬玲 | | | 投资者关系活动 | | 公司接待人员与来访者就以下问题进行了沟通交流，以 | ...

证券代码：300259 证券简称：新天科技 新天科技股份有限公司投资者关系活动记录表 编号：2017-0405 | --- | --- | --- | --- | --- | --- | --- | |-----------------------------|-------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------|-----------|--------|-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: NB-IoT Technology and Market Position - NB-IoT is an emerging technology in the IoT field, characterized by low power consumption, wide coverage, and low cost, offering advantages over Bluetooth and ZigBee [3] - The company has established partnerships with well-known domestic telecom companies for the application of NB-IoT technology in smart meters [3] - The penetration rate of smart water meters in China is currently below 20%, indicating significant growth potential in the market [4] Group 2: Investment in Huaotong - The investment in Shenzhen Huaotong aims to leverage both companies' technological and brand advantages for mutual growth [4] - Huaotong has been a pioneer in low-power wide-area network technologies like NB-IoT and LoRaWAN, with international market presence since 2004 [4] Group 3: Smart Gas Meter Business Development - Since 2012, the company has focused on developing smart gas meters, becoming a mainstream supplier for major gas companies in China [5] - The company ranked highly in technical tests for smart gas meters conducted by China’s largest gas group, Huaron Gas, securing a place in their supplier directory [6] Group 4: Smart City Initiatives in Yinchuan - Yinchuan is advancing its smart city initiatives, having received national recognition as a pilot city for smart city development [7] - The city aims to establish a joint venture to enhance the management of water and gas services, aligning with the growing demand for smart solutions [8]

Group 1: Market Demand and Growth - The demand for NB-IoT smart meters is strong, significantly accelerating the development of the smart meter industry, with a market concentration continuously increasing [2] - In the first half of 2020, the company's orders for NB-IoT smart water meters increased by over 50% compared to the same period last year, indicating a rising market demand [2] - The company has seen a notable increase in the average contract value of individual projects, which is rare historically, reflecting the growing demand for smart meters [2] Group 2: Production Capacity and Planning - The company has built the largest industrial 4.0 smart factory in the domestic smart energy sector, achieving an automation rate of over 60% and a production capacity of 4 million smart meters [2] - A new 5G smart factory is in the planning stage, with a planned area of 220,000 square meters, doubling the size of the current factory, to support future growth [2] Group 3: Future Development Strategy - The company aims to enhance its market share in the domestic smart water meter market and solidify its leading position, while also pushing for large-scale applications of smart gas meters in major gas groups [3] - The company plans to strengthen its marketing efforts in the smart agriculture sector, which has already gained significant influence and brand recognition [3] - The company has established an overseas division to expand into markets along the Belt and Road Initiative, with products already exported to countries such as India, Nigeria, and the UAE [4]

证券代码：300259 证券简称：新天科技 编号：2017-0106 新天科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|--------------------------------------------------| | | | | | | 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系活动 | □ 新闻发布会 | □ 路演活动 | | 类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 民生证券 计算机行业分析师 胡星 | | | 人员姓名 | 九泰基金 基金研究员 刘越 | | | 时间 | 2017 年 01 月 06 | 日 10：00 ～11： 30 | | 地点 | 董事会秘书办公室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书 杨冬玲 | | | 投资者关系活动 | | 公司接待人员与来访者就以下问题进行了沟通交流，以 | | ...

证券代码：300259 证券简称：新天科技 新天科技股份有限公司投资者关系活动记录表 编号：2017-0330 | --- | --- | --- | |------------------------------|----------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Core Competencies - Xintian Technology's main business focuses on smart meters and smart energy management systems, with a competitive landscape characterized by a high degree of marketization and a predominance of small enterprises [2][3]. - The company has a comprehensive product range, including smart water meters, gas meters, heat meters, and electric meters, making it one of the most diverse listed companies in the smart meter industry [3]. - Xintian Technology emphasizes core technology mastery and continuous innovation, maintaining a strong focus on R&D investment and enhancing overall R&D capabilities [3][4]. Group 2: Market Development and Strategic Initiatives - The smart water management sector is a crucial direction for the transformation of traditional water services, integrating information technology to manage urban water processes effectively [4][5]. - The company has successfully promoted its smart water products in nearly 50 water supply companies, leveraging its strong R&D capabilities and market influence [4][5]. - In 2017, Xintian Technology acquired a 75% stake in Shanghai Kent, enhancing its product offerings in smart water management and accelerating the development of flow meter products [4][5]. Group 3: NB-IoT Technology and Market Positioning - NB-IoT is recognized as a key technology in the IoT field, supporting low-power devices and efficient connections, with significant government backing for its development [6][7]. - The company has been proactive in developing NB-IoT smart meters since 2015, collaborating with major telecom companies to enhance its product offerings [7][8]. - As of August 31, 2017, Xintian Technology's NB-IoT smart meters are ready for market promotion, with strategic partnerships established with China Telecom and Huawei for further development [8].

证券代码：300259 证券简称：新天科技 编号：2018-0131 新天科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------|--------------------------------------------------| | | | | | | 特定对象调研 | 分析师会议 | | | □ 媒体采访 | 业绩说明会 | | 投资者关系活动 | □ 新闻发布会 | 路演活动 | | 类别 | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | 国海证券 机械行业研究员 王可 | | | 人员姓名 | | | | 时间 | 2018 年 01 月 31 日 | 14:30-15:30 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 董事会秘书 杨冬玲 | | | 投资者关系活动 | | 公司接待人员与来访者就以下问题进行了沟通交流，以 | | 主要内容介绍 | 下是会谈纪要： | | | | ...

证券代码：300259 证券简称：新天科技 编号：2018-0124 新天科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------| | | | | | | 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系活动 | □ 新闻发布会 | □ 路演活动 | | 类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 天风证券 TMT/ | 通信行业助理分析师 姜佳汛 | | 人员姓名 | 华泰证券 通信首席 周明 | | | | | 上海沣杨资产管理有限公司 研究员 王海军 | | 时间 | 2018 年 01 月 24 | 日 10:30-12:30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 总经理 费占军 | | | 员姓名 | 董事会秘书 杨冬玲 | | | 投资者关系活动 | ...