Workflow
合众思壮(002383) - 2016年4月5日调研活动附件之投资者调研纪要
UniStrongUniStrong(SZ:002383)2022-12-06 11:28

Group 1: Company Overview and Management Plans - The company's executive shareholding plan will be completed by June 30, 2016, and will not be changed [1] - The company is engaged in high-precision chips, algorithms, and boards, achieving international leading levels in these areas [2] Group 2: Market Expansion Strategies - The company plans to strengthen market expansion in high-precision and mobile internet sectors, focusing on surveying, precision agriculture, and driving school markets [2] - Following the acquisition of three companies, the company aims to enhance its competitiveness in the surveying market both domestically and internationally [2] - The company has established early market presence in precision agriculture, particularly in Xinjiang and Heilongjiang, and will continue to invest in this area to capture significant market share [3] Group 3: Product Competitiveness and Benefits - The core competitiveness in precision agriculture lies in product competitiveness and service capabilities, leveraging the agricultural machinery ecosystem [3] - Implementing automatic driving systems in agricultural machinery can achieve a positioning accuracy of 2 cm, increasing productivity by 5-10% and reducing the need for skilled operators [3] Group 4: Integration and Future Directions - The integration of Hemisphere has met expectations, enhancing the company's R&D capabilities and aligning with global standards [4] - The company anticipates that the decline in the proportion of high-precision products is temporary, as both high-precision and mobile internet businesses will converge in the future [4] Group 5: Acquisition Strategy - The company plans to utilize capital for industry integration as a primary growth model, focusing on vertical competitiveness in key areas [5] - Potential acquisition targets will be evaluated based on their market scale, operational capabilities, and alignment with the company's strategic goals [5] Group 6: Market Dynamics and Government Role - The development of the Beidou industry relies more on market capabilities than government promotion, although government policies play a role in macroeconomic support [5] - The emergence of smart terminals has opened significant development opportunities for Beidou applications, particularly in overseas markets like Southeast Asia [5]