SUNSEA(SZ:002313)2022-12-06 01:40Group 1: Company Management and Shareholder Involvement - The new shareholders primarily exercise their rights through shareholder meetings and electing directors, while the management team continues to oversee operations and report to the board [2] - The management team frequently communicates with major shareholders, focusing on the core business and future development plans [2] Group 2: Business Development and Product Strategy - The company aims to enhance the profitability of its core business and ensure sustainable development, with adjustments in management details and marketing strategies [2] - Current product lines include cabling, tower room, and antenna products, with resource allocation and marketing plans adjusted based on market competition [2] - The company has a mature charging pile product production/integration technology but is cautious about entering this market due to differing customer bases and sales models [3] Group 3: Market Position and Competitive Advantage - The company has a long operational history and a high market share in network equipment, supported by a comprehensive sales system covering all provinces [3] - Competitors generally have less extensive sales networks and product lines, focusing on only one or a few of the main product categories [3] Group 4: International Business and Investment Trends - The scale of the company's international business remains small but stable, with risks associated with international markets compared to domestic ones [2] - Despite concerns about declining investments from operators, the company expects operator investments to remain high, especially with the establishment of tower companies [2]