奥维通信(002231) - 2017年6月20日投资者关系活动记录表

Group 1: Company Overview and Products - Aowei Communication is a telecommunications equipment manufacturer, primarily producing network optimization equipment, including various types of repeaters, digital fiber distribution systems, passive devices, indoor antennas, and beautification antennas [2][3] - The company also provides network solution design, equipment installation, and debugging services, mainly applied in buildings, venues, and residential areas with high mobile communication customer density [3] Group 2: 5G Technology and Market Impact - Aowei Communication has made certain technological preparations for the upcoming 5G era, which is expected to positively impact the company's overall operations as major operators increase investment in network infrastructure [3][4] - However, the current investment plans from operators remain uncertain, affecting the timing and scale of capital input [4] Group 3: Financial Performance and Challenges - The company's recent performance has been unsatisfactory due to strong pricing pressure from major domestic operators, which have been compressing product prices while raising quality and technical standards [4] - The competitive landscape in the network optimization equipment industry is intense, with smaller companies entering the market, leading to further price declines [4] Group 4: Strategic Adjustments and Future Prospects - Aowei Communication is actively working to reduce traditional product costs and expenses, and has undergone a change in its controlling shareholder, which is expected to enhance asset quality, profitability, and cash flow in the long term [4][5] - The new major shareholder, Jingcheng Group, is financially robust with total assets exceeding 10 billion yuan, and is expected to participate in optimizing the company's governance structure [5]