证券代码：300414 证券简称：中光防雷 四川中光防雷科技股份有限公司投资者关系活动记录表 编号：2016-04 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | ☑ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 高正创投 苏文权 投资部 | · 副总监 | | 人员姓名 | | | | 时间 | 2016 年 1 月 28 | 日下午 | | 地点 | 成都市高新区西部园区天宇路 | 19 号 | | 上市公司接待人 | 周辉 董秘、副总经理 | | | 员姓名 | | | | | | 一、公司的技术在业内处于怎样的地位？公司如何面对日 | | | | 益严峻的产品同质化 ...

Business Expansion and Market Focus - The company is expanding its main business in communication lightning protection and plans to enter new sectors such as electricity, rail transportation, military, and new energy through mergers and acquisitions [2][3][4]. - The company aims to leverage its strong R&D, testing, and engineering capabilities to enhance market penetration and explore new applications in various fields, including electromagnetic protection and special safety protection [3][4][6]. Military and Electromagnetic Protection - The company has obtained all necessary qualifications for military-related products, including a quality management system certificate, and is actively expanding its business in the military sector [4][9][10]. - Collaborations with military institutions for the development of electromagnetic protection devices are ongoing, with a focus on applications in command systems and military vehicles [9][10]. International Market Strategy - The company has identified Europe, particularly Germany, as a benchmark for its international strategy, with significant orders from overseas clients accounting for nearly one-third of total revenue [5][6]. - The company is developing new partnerships and exploring market opportunities in the Americas, Europe, Southeast Asia, and Africa [5][6]. Financial Performance and Growth Projections - The company’s future three-year operational goals have been disclosed, with a focus on maintaining advantages in lightning protection technology, product quality, and service [6][8]. - The company anticipates a steady gross margin, with the main product, SPD, contributing approximately 85% to total sales revenue, maintaining a gross margin around 40% [15]. Product Development and Market Demand - The company plans to enhance its product offerings in electromagnetic and static protection, alongside its existing lightning protection products [7][8]. - The demand for lightning protection products has seen significant growth, with sales and production of lightning rods increasing by 78.23% and 103.66% respectively [10][11]. Sales and Distribution Strategy - The company employs a multi-faceted sales strategy, including direct sales to major clients, industry sales, and regional distribution, with a focus on large-scale clients in telecommunications and energy sectors [12][13][14]. - The top five clients account for 73.99% of sales, indicating a concentrated customer base [12]. Market Position and Competitive Advantage - The company holds a leading position in the lightning protection market, with a strong brand reputation and technological capabilities that provide a competitive edge [8][9]. - The company’s products are priced at approximately two-thirds of those of comparable international competitors, enhancing its market competitiveness [5][6].

Group 1: Company Overview and Competitive Advantages - The company is a leader in the lightning protection industry in China, with significant technological, brand, and customer advantages [1][2] - The company's products are priced at approximately 2/3 of their German competitors, providing a high cost-performance ratio [1] - The company plans to maintain its advantages in the communication industry while exploring mergers and acquisitions to enter other markets, aiming to be among the top three in various industries within 3-5 years [2] Group 2: Market Share and Future Prospects - From 2012 to 2015, the company's lightning protection products ranked first in sales revenue in the communication industry nationwide [2] - The company has a market share of nearly 1/3 in overseas orders, with major clients including Ericsson and Samsung [3] - The company is optimistic about the future of the communication industry, particularly with the development of "Internet Plus" [2] Group 3: Industry Expansion and Strategic Planning - The company plans to enter the railway lightning protection market through acquisitions and is focusing on the secondary lightning protection market in the power industry [3][4] - The company has developed intelligent lightning monitoring systems for the power sector and is collaborating with various power companies for technology promotion [4] - The company is actively exploring new fields such as military, renewable energy, and railway industries for lightning protection and power protection equipment [5] Group 4: Military and Electromagnetic Protection Development - The company is collaborating with military institutions to develop electromagnetic protection equipment for command systems and vehicles [4] - The company has obtained all necessary qualifications for military lightning protection, including GJB9001B-2009 quality management system certification [4][5] - The company anticipates long-term growth opportunities in military and electromagnetic protection sectors due to increasing national security emphasis [5] Group 5: Future Strategic Focus - The company's future strategy will focus on maintaining advantages in lightning protection technology, product quality, and service [5] - The company aims to reduce reliance on the communication industry by expanding into new markets and applications [5] - The strategic arrangement for mergers and acquisitions will prioritize complementary strengths with other industry players [6]

证券代码：300414 证券简称：中光防雷 编号：2016-16 四川中光防雷科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|----------------------------|---------|--------------------------------------------------------| | | | | | | 投资者关系活动 | ☑ 特定对象调研 | | □ 分析师会议 | | 类别 | □ 媒体采访 | | □ 业绩说明会 | | | □ 新闻发布会 | | □ 路演活动 | | | □ 现场参观 | | | | | □ | | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | | 兴业证券 王奕红 通信互联网分析师 | | 人员姓名 | | | 华创证券 梁思迪 通信互联网行业·分析师 | | | | | 九泰基金 刘越 研究发展部·研究员 | | | 新华基金 杨祺 研究员 | | | | 时间 | 2016 年 5 | 月 10 | 日上午 | | 地点 | 成都市高新区西部园 ...

证券代码：300414 证券简称：中光防雷 编号：2016-09 四川中光防雷科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|--------------------------------------------|-----------------|------------------------------------------------------| | | | | | | 投资者关系活动 | ☑ 特定对象调研 | | □ 分析师会议 | | 类别 | □ 媒体采访 | | □ 业绩说明会 | | | □ 新闻发布会 | | □ 路演活动 | | | □ 现场参观 | | | | | □ | | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | | 银河证券 王娜 研究部·通信行业分析师 | | 人员姓名 | | | 渤海证券 王洪磊 研究所·计算机行业分析师 | | | | | 中乾资本 刘杰 投资研究部·研究员 | | | | | | | 时间 地点 | 2016 年 4 成都市高新区西部园区天宇路 | ...

证券代码：300414 证券简称：中光防雷 四川中光防雷科技股份有限公司投资者关系活动记录表 编号：2016-26 | --- | --- | --- | |----------------|----------------------------|---------------------------------------------------------| | | | | | 投资者关系活动 | ☑ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 海通证券 潘莹练 研究所 | · 研究员 | | 人员姓名 | | 长盛基金 吴博文 权益投资部 · 投资经理 | | 时间 | 2016 年 9 月 | 日下午 | | 地点 | 成都市高新区西部园区天宇路 | 19 号 | | 上市公司接待人 | 许慧民 副总经理 | | | 员姓名 | | | | 一、 | | 公司通信防雷市场渗透情况，竞争格局，募投项 | ...

Group 1: Market Strategy and Expansion - The company plans to enter the railway industry through acquisitions, focusing on lightning protection services [2][3] - The electric power sector is a significant market, with a strong demand for secondary lightning protection [2][3] - The company is actively promoting its lightning monitoring products, which are included in the State Grid's key development projects [3] Group 2: Military and Electromagnetic Protection - The company collaborates with military institutions to develop electromagnetic protection devices for command systems and military vehicles [4][6] - It has obtained all necessary qualifications for military lightning protection, including a quality management system certificate [5][6] - The company is expanding its military business, with a focus on electromagnetic pulse protection and related research [4][5] Group 3: Product Development and Innovation - The company is developing new communication products, which are currently in the customer system testing phase [5][7] - It is also focusing on new technology applications in the new energy sector, particularly for charging stations [5][8] - The company aims to maintain its competitive advantage in the communication sector while expanding into new markets such as defense, energy, and smart buildings [7][8] Group 4: Financial Performance and Profitability - The main product, SPD, accounts for approximately 85% of the company's sales revenue [8][9] - The overall gross margin remains stable, with SPD products maintaining a gross margin of around 40% [9] - The company is exploring new fields to reduce reliance on the communication industry and aims to rank among the top three in various sectors within 3-5 years [8][9]

证券代码：300414 证券简称：中光防雷 四川中光防雷科技股份有限公司投资者关系活动记录表 编号：2016-29 | --- | --- | --- | |----------------|----------------------------|---------------------------------------------------------| | | | | | 投资者关系活动 | ☑ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 海通证券 石佳佳 机构与国际业务部·资深高级经理 | | 人员姓名 | | 群益证券投资公司 乐禹 国际部·基金经理 | | | 金鼎投资 陈亚威 投资经理 | | | 时间 | 2016 年 11 月 1 | 日下午 | | 地点 | 成都市高新区西部园区天宇路 | 19 号 | | 上市公司接待人 | 周辉 董秘、副总经理 | | | 员姓名 | 许慧民 副 ...

编号：2016-22 证券代码：300414 证券简称：中光防雷 四川中光防雷科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|----------------------------|--------------|-------------------------------------------------| | | | | | | 投资者关系活动 | ☑ | 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | | □ 业绩说明会 | | | □ 新闻发布会 | | □ 路演活动 | | | □ 现场参观 | | | | | □ | | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | | 招商证券 何亮 研究发展中心·军工行业分析师 | | 人员姓名 | | | 招商证券 卫喆 研究发展中心·军工行业研究员 | | | | | 方正证券 石康 研究所·军工行业高级分析师、副总裁 | | | | | 中信建投 翟相栋 交易部·经理 | | | | | 海通证券 谢伟 权益投资交易部·研究员 | ...

Group 1: Company Overview - Sichuan Zhongguang Lightning Protection Technology Co., Ltd. is a professional provider of lightning protection products, including R&D, production, sales, and integrated solutions for lightning protection engineering [2][3] - The company is the first in the industry to obtain dual qualifications for lightning protection engineering design and construction, and is the only listed company in the lightning protection sector in China [2][3] Group 2: Market Position and Clients - Zhongguang Lightning Protection is a market leader in the lightning protection field, with strong R&D capabilities and brand recognition, serving major global telecommunications manufacturers such as Ericsson, Huawei, and Nokia [3][5] - Approximately one-third of the company's total revenue comes from overseas orders, with a rising trend in revenue from international markets due to the expansion of 3G and 4G networks [5] Group 3: Future Business Development - The company plans to expand into the railway industry through acquisitions and is focusing on the secondary lightning protection market in the power sector, with significant demand anticipated [4][7] - Future strategic focus includes maintaining advantages in lightning protection technology and product quality while exploring new markets such as military, renewable energy, and rail transportation [7][8] Group 4: Competitive Advantages - The company’s products are priced at approximately two-thirds of those from leading international competitors, providing a competitive edge in terms of cost-effectiveness [5][6] - Zhongguang Lightning Protection has established comprehensive qualifications for military applications, including certifications for weapon equipment quality management, positioning itself for growth in the military sector [6][8] Group 5: Industry Trends and Challenges - The company acknowledges that the telecommunications market is experiencing a slowdown, which may impact product applications; however, it remains optimistic about the long-term prospects of the industry [7] - The company is actively developing electromagnetic protection technologies in response to increasing national security demands and evolving protection requirements [8]