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 | ...

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：2019-1210 | --- | --- | --- | |-------------------------|--------------------------------|----------------------------------------------------| | | | | | | 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 | 新时代证券 机械首席分析师 郭泰 | | | | | | | 时间 | 2019 年 12 月 10 | 日 10:30-12:00 | | 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 | | 主要内容介绍 | ...

Group 1: Company Performance and Market Position - The company achieved significant growth in smart water meter sales in 2019 due to its strong brand recognition, technological advantages, and scale, resulting in a substantial increase in sales orders [2] - The current penetration rate of smart water meters in China is between 20%-30%, significantly lower than the over 80% penetration rate of smart electric meters, indicating a strong growth potential for the smart water meter industry [2] - The company has established a collaborative effect with its subsidiary, Shanghai Kent, enhancing its high-quality development through resource integration [2] Group 2: Future Industry Trends - The demand for NB-IoT smart meters is robust, with over 80% of recent tenders being for NB smart meters, indicating a strong market outlook for this technology [3] - The government is actively supporting the development of NB-IoT technology, with plans for widespread coverage in urban areas by the end of 2020, which will further boost the market for smart meters [3] - The smart agriculture water-saving system saw a revenue increase of 153.66% compared to the previous year, driven by national policies promoting efficient water use in agriculture [3] Group 3: Smart Gas Meter Development - Smart gas meters represent the second-largest revenue source for the company and are the fastest-growing segment, with the company becoming a major supplier for several large gas groups [4] - The development of the natural gas industry and the application of IoT technology provide significant growth opportunities for smart gas meters, and the company is confident in its future prospects in this area [4]