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海能达(002583) - 2025年11月18日投资者关系活动记录表
2025-11-19 10:52
Group 1: Business Growth and Market Expansion - The company has increased R&D and sales investments, focusing on domestic market expansion in sectors like railways, mining, electricity, and commercial terminals, while also introducing AI private networks and solutions involving unmanned vehicles and quadruped robots [1] - The overseas market has been deepened, covering over 120 countries and regions, with a growing number of distributors and partners, aiming for high-quality development to achieve stable growth [1] Group 2: Revenue Models and Operations - The company provides dedicated communication solutions to over 18 million global industry users, having constructed over 30 national-level private networks and more than 800 public safety communication networks, leading in service coverage and industry depth [2] - The company is exploring innovative business models for operations and subscription services, leveraging partnerships for certain operational tasks while focusing on core technical support [2] Group 3: OEM Business Development - The company possesses complete capabilities in self-research, production, and sales, with its subsidiary focusing on OEM business in three main areas: new energy vehicle electronics, robotics, and communication servers, with significant growth in new energy vehicle electronics [3] Group 4: AI Private Networks and Quantum Communication - AI private networks are a key development focus, with the company expanding solutions in unmanned vehicles, quadruped robots, and anti-drone equipment, aiming for deeper integration of AI with industry needs [4] - The company is actively following advancements in quantum communication and has signed a strategic cooperation agreement with China Telecom Quantum to explore related technologies [4]