CONSYS(688788)2024-05-27 08:42Group 1: Company Performance and Market Trends - The company's revenue has declined compared to peak periods due to industry impacts, but traditional business order volumes have remained stable over the past two years [1][2] - The company is focusing on the trend of intelligent and unmanned technology, investing heavily in R&D for future growth areas such as intelligent cloud platforms and smart wireless communication [2][3] Group 2: Technology and Product Advantages - The company's self-developed smart wireless mesh networking technology offers wide coverage, strong application extensibility, high bandwidth, and low latency, suitable for various complex wireless communication scenarios [2][3] - The self-developed smart wireless communication baseband chip has advantages such as low power consumption and strong performance, meeting domestic demand [3][4] Group 3: Customer Base and Market Expansion - The main customers include research institutions, enterprises, and large state-owned enterprises, indicating a high-quality customer base [3][4] - The company is actively expanding its applications in emergency and disaster relief sectors, leveraging its self-developed smart wireless communication products [3][4] Group 4: Order and Payment Management - Current order delivery is influenced by specific user demands, with potential for order increases or delays [4] - The company has a longer payment cycle compared to other industries, but the contracts signed provide better security for receivables, and management has implemented various strategies to ensure timely payments [4][5] Group 5: Mergers and Acquisitions - In 2022, the company acquired 97% of Jiangsu Zhitun Da Vehicle-mounted Co., enhancing its main business and extending its industrial chain [4][5] - The company maintains an open and proactive attitude towards mergers and acquisitions, seeking suitable targets to support long-term development goals [4][5]