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]

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：2017-1129 | --- | --- | --- | |----------------|--------------------------------|------------------------------------------------------| | | 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） | | | 方正证券 机械行业研究员 周丹 | | | 参与单位名称及 | | 中国人寿资产管理有限公司 研究员 和川 | | 人员姓名 | | 中泰证券 机械行业首席分析师、研究所执行总经理 王华君 | | | 中泰证券 机械行业分析师 于文博 | | | 时间 | 2017 年 11 月 29 | 日 10:30-12:00 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 杨冬玲 | ...

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：2017-1212 | --- | --- | --- | |----------------|--------------------------------------|------------------------------------------------------| | | 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 | 华夏基金 投资研究部研究员 庞韬 | | | 人员姓名 | 东北证券 机械行业首席分析师 刘军 | | | 时间 | 2017 年 12 月 12 | 日 09:30-11:00 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 杨冬玲 | | | 员姓名 | | | | 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 ...

Group 1: Industry Growth Factors - The smart water meter industry has accelerated significantly due to regulatory support from the National Market Supervision Administration and the Ministry of Housing and Urban-Rural Development, which issued guidelines in 2019 [1][2] - The replacement period for civil water meters is now strictly enforced at 6 years, leading to increased demand for new installations and replacements [2] - The rapid development of the IoT industry, driven by policies from the Ministry of Industry and Information Technology, has further propelled the smart meter sector, with NB-IoT network coverage expected to reach urban areas by the end of 2020 [2] Group 2: Company Development and Market Position - Xintian Technology has established an early advantage in the NB-IoT technology space, positioning itself well in the smart gas meter market [3] - The company aims to increase its market share in smart gas meters, targeting to be among the top three in the industry by leveraging its existing large customer base [3] - Following the acquisition of Shanghai Kent, the company has seen significant growth in commercial flow meters, with net profits rising from 10 million yuan before the acquisition to nearly 70 million yuan in 2019 [4] Group 3: Product Applications and Innovations - The company's smart water metering system is designed for large users, focusing on trade settlement, monitoring, and leak detection, which enhances water resource management [3] - Products include smart electromagnetic water meters and flow meters, widely used in various industries such as water conservancy, petrochemicals, and metallurgy [3] - The demand for large-caliber electromagnetic flow meters and water meters is increasing due to the push for smart water management by major water companies [4]