创远信科(831961) - 投资者关系活动记录表

Group 1: Investor Relations Activity - The investor relations activity included a site visit and a roadshow on November 15, 2024, in Shanghai [1] - Participants included Beijing Stock Exchange Investor Education Base, Shanghai Listed Companies Association, and various investors [1] Group 2: Company Products and Market Applications - The company’s channel simulator is crucial for satellite internet applications, enabling end-to-end performance testing in controlled environments [2] - In the vehicle networking testing field, the company has developed products aligned with national standards and is actively involved in pilot projects across 20 cities [3] Group 3: 6G Development Plans - The company is engaged in 6G research and development, participating in international discussions and projects related to 6G standards and technology [4][5] - The company has undertaken significant R&D projects, including a prototype testing project for 6G foundational chips, which has been accepted [4] Group 4: Financial Performance and R&D Investment - The company’s R&D investment accounts for approximately 60% of its revenue, positioning it among the top in A-share listed companies [6] - High R&D investment is aimed at enhancing long-term core competitiveness and has led to the release of advanced communication testing instruments [6] Group 5: Market Challenges and Competition - The company’s revenue decline is attributed to slowed 5G infrastructure development and increased competition from foreign giants like Keysight Technologies and Rohde & Schwarz [7] - Domestic manufacturers are gradually improving their competitiveness, particularly in product cost-effectiveness and after-sales service [7] Group 6: Partnerships and Sales - The company sells testing instruments to Huawei, with specific revenue contributions disclosed in periodic reports [8] - The commercialization timeline for 5G FR2 (millimeter wave) technology is uncertain, influenced by various market and technical factors [8]