移远通信(603236) - 投资者关系活动记录表2023年11月

Group 1: Company Overview - Company Name: Shanghai Yiyuan Communication Technology Co., Ltd. [2] - Stock Code: 603236 [1] Group 2: Investor Relations Activities - Investor relations activities conducted from November 1 to November 29, including specific object research and analyst meetings [2][3] - Notable attendees included representatives from various securities firms and investment funds [4][5][6] Group 3: Business Performance and Projections - Overall business trend is upward, with Q4 expected to show improved profit levels [6] - Anticipated growth in domestic market is expected to be faster than international market [6] - The company expects stable gross margins for the upcoming year, with potential increases following mass production of new products [6][7] Group 4: Product Development and Market Trends - 5G products are gradually increasing in the automotive sector, with ongoing development of 5G platforms [6][7] - The company has developed a range of intelligent modules and is focusing on high-performance applications in various industries [7][8] - Satellite communication modules are being developed for areas lacking cellular network coverage [7][8] Group 5: Manufacturing Capabilities - The Changzhou manufacturing center can produce the full range of module products, with a production capacity of approximately 120 million units [9] - The production strategy involves a balanced approach of self-manufacturing and outsourcing, each accounting for about 50% of total production [9]