创远信科(831961) - 投资者关系活动记录表

Group 1: Company Overview and Product Structure - The company specializes in RF communication testing instruments and provides comprehensive testing solutions, with key products including signal analysis, spectrum analysis, and vector network analysis [4][6]. - In 2022, the revenue distribution of the main product series was as follows: 22.35% for signal analysis, 19.45% for spectrum analysis, 14.72% for signal simulation, 16.24% for vector network analysis, and 16.90% for wireless network testing [6]. Group 2: Trade Regulation and Supply Chain Management - The company relies on multiple suppliers to mitigate risks associated with trade regulations and has established partnerships with domestic suppliers to reduce dependence on imported core components [3]. - The company is actively investing in customized millimeter-wave chips to further decrease reliance on foreign brands and enhance product cost efficiency [3]. Group 3: Industry Policies and Support - The instrument and meter industry accounts for only 4% of the total industrial output value but significantly impacts the national economy, contributing 66% [7]. - Recent policies have provided financial, tax, technical, and talent support to the wireless communication and RF microwave testing instrument industry, fostering a favorable domestic business environment [8][9]. Group 4: Market Potential and Growth Projections - The import value of electronic measurement instruments in China was $4.473 billion in 2022, showing a fluctuating upward trend from 2018 to 2022 [9]. - The global electronic measurement instrument market was valued at approximately RMB 89.4 billion in 2021, projected to grow to RMB 109.8 billion by 2025, with China's market expected to increase from RMB 32.1 billion in 2021 to RMB 41.3 billion by 2025 [9][10]. - The communication measurement instruments segment is anticipated to grow from RMB 7.1 billion in 2021 to around RMB 10 billion by 2025, indicating a significant market opportunity [10].