投资者关系活动记录表 证券代码：300292 证券简称：吴通控股 吴通控股集团股份有限公司 投资者关系活动记录表 编号：2017-001 | --- | --- | --- | |--------------|------------------------|-----------------------------------| | | □ | 特定对象调研 □分析师会议 | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 活 动 类别 | □ 新闻发布会 □路演活动 | | | | □ | 现场参观 ■其他(机构视频交流会议 ) | | 参与单位名称 | 1、国元证券 褚杰； | | | 以及人员姓名 | 2、信达证券 蔡靖； | | | | 3、安卓投资 罗志丹； | | | | 4 、银泰华盈 胡伟； | | | | 5 、博道投资 黄永平； | | | | 6 、乾涌投资 卢璇； | | | | 7 、恒天明泽 陈伟； | | | | 8 、格雷资产 张可兴； | | | | 9 、光谷汉银 | 岳鹏博； | 投资者关系活动记录表 | --- | --- | --- | |------- ...

Group 1: Company Overview and Goals - The company aims to achieve an operating revenue of 2.2 billion and a profit of 200 million in 2017 [3] - The strategic focus is on "communication manufacturing + information services" to adapt to the TMT industry integration trend [3][4] Group 2: Strategic Development and Acquisitions - The company has a clear strategic plan to solidify its position in the communication manufacturing sector while expanding its information services [3] - Key acquisitions include: - 2013: Acquisition of Shanghai Kuanwing for upgrading to smart terminal manufacturing [3] - 2014: Acquisition of Guodu Internet for expanding into telecom value-added services [3] - 2015: Acquisition of Huzhong Advertising for digital marketing services, enhancing information service capabilities [3] Group 3: Future Directions and Market Expansion - The company plans to continue expanding in the information services sector, targeting high-growth and stable-profitability markets [4] - The goal is to create a platform-style company in the information services field to increase customer retention [4]

Group 1: Investor Relations Activity - The investor relations activity was conducted on September 27, 2017, from 14:00 to 16:00 [2] - The meeting took place in the company's administrative office building, fifth-floor conference room [2] - Participants included analysts from Guojin Securities and Zhejiang Yinqin Capital Management [2] Group 2: Key Discussion Topics - The first question addressed the company's operational status [2] - The third question focused on the future development layout of Wide Wing Communications [3]

吴通控股集团股份 有 限 公 司 投 资 者 关 系 活 动 记 录 表 证券代码：300292 证券简称：吴通控股 吴通控股集团股份有限公司 投资者关系活动记录表 编号：2017-003 | --- | --- | --- | --- | |------------|----------------------|------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | ■特定对象调研 □分析师会议 | | | 投资者关系 | | □媒体采访 □业绩说明会 | | 活 动 类别 | | □ | 新闻发布会 □路演活动 | | | | □现场参观 □其他 | | | | 参与单位名称 | ...

吴通控股集团股份 有 限 公 司 投 资 者 关 系 活 动 记 录 表 证券代码：300292 证券简称：吴通控股 吴通控股集团股份有限公司 投资者关系活动记录表 编号：2018-001 | --- | --- | --- | --- | |---------|----------------------|------------------------------|---------------------------------------------------------| | | | | □特定对象调研 □分析师会议 | | | 投资者关系 | ■媒体采访 | □业绩说明会 | | 活 动 | 类别 | □ | 新闻发布会 □路演活动 | | | | □现场参观 | □其他 | | | 参与单位名称 | 《证券市场周刊》记者段倩男 | | | | 以及人员姓名 | | | | | | | | | 时 间 | | 2018 年 1 月 31 日 | | | 地 点 | | —— | | | 员姓名 | 上 市 公 司 接 待 人 | 副总经理、董事会秘书 | 姜红女士 | | | 投资者关系活动 | ...

Group 1: Traditional Communication Business - The traditional communication business faces both challenges and opportunities, particularly with the advent of 5G technology and the growth of the Internet of Things (IoT) [2][3] - The company is enhancing its R&D for new 5G products to promote the upgrade of its communication intelligent manufacturing sector [3] Group 2: Connector Business - The connector industry is transitioning from traditional connectors to 5G connectors, with a shift from external to internal board-to-board connections [3] - The competitive landscape includes foreign manufacturers like Rosenberger and domestic companies such as Wutong Holdings and Jin Xin Nuo [3] - There are currently few mature suppliers for 5G base station board-to-board connectors due to high patent, technology, and process requirements [3] Group 3: 5G Product Progress - The company's 5G board interconnectors have passed customer validation, and small-scale production of 5G small base station antennas has begun [3] - In the first three quarters of 2019, sales of 5G products accounted for a small proportion of total revenue, with future revenue and profit remaining uncertain due to various factors [3] Group 4: Guodu Internet Development - From January to September 2019, Guodu Internet achieved revenue of 141,457.94 million yuan and a net profit of 17,358.38 million yuan (unaudited) [3] - The mobile information service industry is generally stable, but intense price competition remains a significant issue [3] - Guodu Internet maintains a leading position due to its early market entry, technical capabilities, and strong reputation [3] - Future developments will focus on new business models and products emerging with the arrival of 5G [3]

Group 1: Financial Performance - In Q3 2017, the company's cumulative revenue increased by 39% year-on-year, and net profit rose by 66% [5] - The information service segment's revenue for the first three quarters of 2017 increased by 31%, with net profit up by 13% [4] - Beijing Guodu's revenue grew by 37%, and net profit increased by 26% [4] Group 2: Segment Analysis - The information service segment consists of three companies: Guodu, Huzhong, and Mosente, with significant growth attributed to new client acquisitions [6] - Huzhong's revenue and profit decreased in the first half of the year, but the company is focusing on client development and media partnerships to improve performance in the second half [7] - The manufacturing segment faced challenges due to intense price competition and rising costs, but revenue increased by 17% in the first three quarters [6] Group 3: Strategic Initiatives - The company aims to strengthen its dual business model of "communication manufacturing + information services" to create a platform holding enterprise [7] - Future acquisitions will focus on companies with technological platform capabilities, particularly in the TMT sector [6] - The company is implementing an ERP system to enhance internal management and operational efficiency across subsidiaries [7] Group 4: Market Opportunities - The overseas market for IoT products is expanding, with a focus on finding agents and exploring opportunities in regions like India [7] - The company is investing in new projects and research centers to enhance its IoT product offerings and market presence [5] - The advertising sector is viewed as having no "ceiling," indicating potential for continuous growth in the information services area [6]

吴通控股集团股份 有 限 公 司 投 资 者 关 系 活 动 记 录 表 证券代码：300292 证券简称：吴通控股 吴通控股集团股份有限公司 投资者关系活动记录表 编号：2019-005 | --- | --- | --- | |----------------|-----------------------|---------------------------| | | | ■特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活 动 类别 | □ | 新闻发布会 □路演活动 | | | □现场参观 | □其他 | | 参与单位名称 | 1 、中泰证券 | 易景明； | | 以及人员姓名 | 2、兴业证券 杨尚东； | | | | 3 、国盛证券 黄 | 瀚； | | | 4 、太平洋证券 | 宋 辉； | | | 5、安信证券 薛辉蓉； | | | | 6 、财通证券 李宏涛； | | | | 7 、天治基金 陈付佳； | | | | 8 、招商证券 余 | 俊； | | | 9、招商证券 蒋 颖； | | 吴通控股集团股份 有 限 公 司 投 资 者 关 系 活 ...

吴通控股集团股份 有 限 公 司 投 资 者 关 系 活 动 记 录 表 证券代码：300292 证券简称：吴通控股 吴通控股集团股份有限公司 投资者关系活动记录表 编号：2018-002 | --- | --- | --- | --- | |---------|----------------------|-------------------------------|---------------------------| | | | | ■特定对象调研 □分析师会议 | | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活 动 | 类别 | □ 新闻发布会 □路演活动 | | | | | □现场参观 | □其他 | | | | 1 、国泰君安证券 | 陈思靖 | | | | 2 、炎枫金融 金宝杰 | | | | 参与单位名称 | 3 、德邦证券 雷涛 | | | | 以及人员姓名 | 4、德邦证券 张天 | | | | | 5 、贵山基金 杨镇榜 | | | | | 6 、机会宝 雷晨昊 | | | | 时 间 | 2018 年 9 月 21 | 日下午 14:00-16:00 | | | ...

吴通控股集团股份 有 限 公 司 投 资 者 关 系 活 动 记 录 表 证券代码：300292 证券简称：吴通控股 吴通控股集团股份有限公司 投资者关系活动记录表 编号：2019-001 | --- | --- | --- | --- | |---------|-----------------------------|------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | ■特定对象调研 □分析师会议 | | ...