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 | | ...

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 | --- | --- | --- | --- | |---------|--------------|--------------------------|---------------------------| | | | | ■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 、东吴证券 | 侯 宾； | | | | 2、东吴证券 | 潘佳琪； | | | | 3 、长城证券 | 余芳沁； | | | 参与单位名称 | 4 、新华资产 | 杜敏杰； | | | 以及人员姓名 | 5 、新华资产 | 兰宏阳； | | | | 6、新华资产 | 耿金文； | | | | 7 、新华资产 | 赵博睿。 | | 时 间 | | 2019 年 3 月 6 | 日下午 13:00-15:00 | ...

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 | --- | --- | --- | --- | |--------|----------------------|-----------------------------|--------------------------------------------------------------| | | | | ■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 、国盛证券 黄瀚； | | | | | 2 、国盛证券 丁劲； | | | | 以及人员姓名 | 3 、海富通基金 | 彭志远。 | | | 时 间 | 2019 年 2 月 26 | 日下午 16:00-18:00 | | 地 | 点 | 公司行政办公楼五楼会议室 | | | | 上 市 公 司 接 待 人 ...

Group 1: Management Changes and Strategic Direction - The company has undergone a management change, with the new president, Mr. Zhang Jianguo, previously serving as a senior vice president at ZTE Corporation, bringing nearly 20 years of experience in wireless communication management [2]. - The focus will be on enhancing big data applications and expanding information flow services to improve precision marketing capabilities [3]. Group 2: Business Performance and Challenges - In 2018, the advertising segment faced significant challenges due to stricter industry policies and a shift in internet traffic from PC to mobile, leading to a substantial decline in performance [3]. - The company plans to increase R&D in big data applications and accelerate the layout of advertising agency services to explore new profit growth points [3]. Group 3: Financial Performance - For the first half of 2018, the company reported an operating income of 130.35 million yuan (approximately $19.1 million) and a net profit of 13.78 million yuan (approximately $2 million) [3]. - The mobile information service sector showed steady growth, with the company achieving stable revenue and net profit growth due to its quality service and reputation [3]. Group 4: Future Outlook - The company aims to leverage opportunities in the 5G industry for business transformation and upgrade efforts, focusing on new business growth points such as board-to-board connectors and small base station antennas [3]. - Detailed analyses of the 2018 performance and 2019 outlook will be disclosed in the annual report [3].

Group 1: Company Overview and Business Segments - The company adheres to a dual-driven strategy, focusing on both internal growth and external expansion, supported by two main business segments: Internet Information Services and Communication Intelligent Manufacturing [2]. - Internet Information Services include mobile information services and digital precision marketing, with subsidiaries leading in enterprise mobile information solutions and targeted marketing strategies [3]. - Communication Intelligent Manufacturing involves three areas: communication infrastructure connections, mobile communication terminal products, and electronic manufacturing services, establishing the company as a leading supplier in the domestic market [3]. Group 2: 2020 Performance and 2021 Outlook - In 2020, the company focused on supporting 5G communication project needs, collaborating with various clients to develop customized products, laying a solid foundation for future business growth [3]. - The company anticipates that future products will trend towards miniaturization, high integration, high speed, and broader coverage, aligning with industry development trends [3]. - The company has ceased its SSP business due to a decline since 2018, leading to a significant reduction in advertising revenue in the first half of 2020, but overall operational quality has improved [4]. Group 3: Advertising and Market Trends - The rise of new apps like Toutiao and Douyin has created significant market opportunities, prompting the company to focus on key platforms and clients to enhance its advertising capabilities [4]. - The company aims to improve video production and advertising material quality, thereby increasing service value and gross profit margins [4]. - The company is prepared for the commercialization of 5G messaging services, having established partnerships and received awards for its applications [5]. Group 4: Industry Challenges and Adaptations - The industry faces significant cost pressures due to price increases by operators, but companies have adapted by enhancing internal efficiency and expanding business scale [5]. - The concentration of the industry is expected to increase, benefiting leading companies as they upgrade existing products to 5G messaging services [5].