Group 1: Company Overview and Competitive Advantage - Guangmai Technology has a strong competitive advantage in the high-speed rail sector, having entered the market in 2015 and established partnerships with telecom operators and railway management entities [3] - The company aims to become a leader in high-speed rail public network coverage, focusing on four key areas: new line public network coverage, 5G upgrades, trunk optical cables, and equipment maintenance [3] - The company has developed proprietary products such as the high-speed rail intelligent video control box, which has been certified and applied in projects like the Huzhou-Su Lake Railway [3][9] Group 2: Market Opportunities and Growth Potential - The high-speed rail construction in China is expected to continue growing, providing opportunities for the company's new line public network coverage business [4] - The Ministry of Industry and Information Technology's initiatives to enhance network coverage and upgrade investments will significantly benefit the company's 5G upgrade business over the next two to three years [4] - The demand for maintenance of public network equipment along operational high-speed rail lines is anticipated to grow, given the aging infrastructure from lines opened over ten years ago [5] Group 3: Strategic Partnerships and Collaborations - The company has formed a partnership with Huawei for the communication support of the 19th Asian Games, enhancing its reputation in the industry [6] - In the ICT sector, the company collaborates with telecom operators to provide integrated solutions, leveraging its technical capabilities and industry experience [8] Group 4: Product Development and Technological Innovation - The company has made advancements in railway-related products, including an intelligent video monitoring system that has received orders from the Shanghai Railway Bureau [9] - The intelligent video control box integrates advanced management platforms and AI-driven diagnostics, improving operational efficiency in the railway sector [9] Group 5: Future Directions and Industry Trends - The company is exploring opportunities in the vehicle-road-cloud integration sector, focusing on advanced communication technologies and cloud computing [7] - In the low-altitude economy, the company is actively participating in the construction of 5G-A networks, aiming to expand its project portfolio [7]
广脉科技(838924) - 投资者关系活动记录表