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：2016-08 | --- | --- | --- | --- | |----------------|----------------------------|-----------------|---------------------------------------------| | | | | | | 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 | | | 广发证券 真怡 发展研究中心工业运输组 | | 人员姓名 | | | 华安资产 刘宇澈 权益投资部·研究员 | | | | | 中海基金 夏春晖 投研中心·副总经理、基金经理 | | | | | 广发基金 程锦 研究发展部·高级研究员 | | | | | 融通基金 任涛 研究策划部 · 行业研究员 | | | ...

证券代码：300414 证券简称：中光防雷 编号：2016-02 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 | 环亿基金 杨觐嘉 执行总裁 | | | 人员姓名 | | | | 时间 | 2016 年 1 月 20 | 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 | 廖术鉴 证券事务代表 | | | | 1 | 、请介绍一下公司产品的适用领域？ | | | | 答：公司多年来坚持行 ...

证券代码：300414 证券简称：中光防雷 编号：2016-07 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 | | | 上投摩根 乐琪 国内权益投资一部 · 基金经理 | | 人员姓名 | | | 华商基金 蔡建军 研究部副总经理、基金经理 | | | | | 东北证券 熊军 通信行业分析师 | | | | | 东北证券 汪敏 机构销售经理 | | 时间 | 2016 年 4 | 月 1 日下午 | | | 地点 | | ...

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：2016-03 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------------------| | | | | | 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 | 南方基金 郑小溪 研究部 | · 高级研究员 | | 人员姓名 | | | | 时间 | 2016 年 1 月 27 | 日上午 | | 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 副总经理 | | | | | 一、公司产品在建筑、电力、交通、石化、航天国防领域均 | | | ...

证券代码：300414 证券简称：中光防雷 编号：2016-15 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 | 展博投资 谢旭阳 研究员 | | | 人员姓名 | | | | 时间 | 2016 年 4 月 29 | 日上午 | | 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 副总经理 | | | | | 一、公司在传统防雷领域的业务现状和未来规划？ | | | | 答：中光防雷作为中国防 ...

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 | ...