科思科技(688788) - 科思科技投资者关系活动记录表

Group 1: Company Overview - The main customers of the company are research institutions, state-owned enterprises, and large local enterprises, indicating a high-quality customer base [2] - The company focuses on the research, development, manufacturing, and sales of electronic information equipment, with products including command control information processing devices and portable wireless command terminals [2] Group 2: Bidding and Competition - The company participates in bidding through various channels, including competitive negotiations and commissioned research, to obtain product development and production qualifications [2] - The bidding process is accelerating due to increasing equipment demands, with several projects, including communication terminals and display terminals, winning bids in the first half of the year [2][3] Group 3: Market Position and Competitors - The company faces competition primarily from state-owned enterprises, as the industry has high technical barriers and strict qualification requirements for suppliers [3] - The future performance of the company is uncertain due to the industry's unique nature, but projects in intelligent direction and new customer applications are expected to contribute to revenue [3] Group 4: Product Development and Innovation - The company has developed an intelligent wireless communication baseband chip that supports complex protocol processing and is aimed at solving current wireless communication challenges [4] - The intelligent wireless self-organizing network technology offers advantages such as broad coverage, strong application extensibility, and low cost, making it suitable for various complex environments [4][5] Group 5: Future Plans - The company is in a critical period of intelligent transformation, focusing on autonomous and intelligent technologies, with ongoing investments in R&D for smart cloud platforms and intelligent communication systems [5][6] - The company has established teams for intelligent equipment, cloud computing, and wireless communication to support future technological breakthroughs [6]