Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on September 18, 2024, from 14:00 to 16:00 at the Shanghai Stock Exchange Roadshow Center [2] - Attendees included the Chairman, General Manager, and other key executives of Guangmai Technology [2] Group 2: Market Insights - The market size of China's railway information technology industry reached CNY 722.1 billion in 2022 and grew to CNY 809.8 billion in 2023, reflecting significant growth [4] - The industry is transitioning towards smart and information-based construction due to the widespread adoption of 5G technology [4] Group 3: Company Performance - The company's high-speed rail information technology business saw a revenue increase of 73.13% year-on-year in the first half of 2024, indicating strong order performance across four business segments [6] - New products, such as the intelligent video control box, have successfully passed customer trials and contributed to the company's integrated service and product strategy [6] Group 4: Future Plans and Strategies - The company is focusing on expanding its high-speed rail public network coverage, 5G upgrades, and dry cable maintenance services, aiming to become a leader in the high-speed rail public network sector [8] - The company plans to enhance its product development in high-speed rail and integrate services to strengthen its competitive edge [9] - The recent government initiatives, such as the "Signal Upgrade" action plan, present significant opportunities for the company's 5G upgrade business [8]
广脉科技(838924) - 投资者关系活动记录表