恒宝股份(002104) - 2017年11月15日投资者关系活动记录表

Group 1: Company Overview and Legal Matters - The company is involved in a patent infringement case with a claim of 50 million [2] - Analysis of the invalidation request decision by the National Intellectual Property Administration was discussed [2] - Legal interpretation of the ongoing patent infringement case was provided by the law firm [2] Group 2: Business Strategy and Development - The company aims to enhance its "hardware and software integration" capabilities to provide comprehensive solutions [2] - The growth strategy includes maintaining steady growth in traditional business while seizing new opportunities [3] - The company plans to deepen its market presence and expand into new fields, ensuring stable financial health for R&D and innovation [4] Group 3: Product and Market Focus - The company is focusing on the Internet of Things (IoT) as a long-term growth driver, with an emphasis on security products [4] - Development and innovation in communication modules, RFID, mobile smart terminals, and identity recognition are prioritized [4] - The company is actively expanding into overseas markets, particularly in Southeast Asia, West Asia, and the Middle East and North Africa [5] Group 4: Future Outlook - The company expects to enter a stable growth cycle over the next decade, maintaining high profitability and profit margins compared to peers [3][4] - The special communication IoT solutions are anticipated to become a significant part of the company's revenue starting this year [4] - The company is responding to national military-civilian integration strategies to expand into the defense and military market [5]