海格通信(002465) - 2015年1月9日投资者关系活动记录表

Group 1: Business Development and Strategy - The company focuses on a "military-civilian integration" strategy and aims to enhance its core business while expanding into new fields and upgrading its industry [1][2]. - Key business areas include satellite communication, Beidou navigation, digital trunking, simulation, spectrum management, and meteorological services, all of which have significant market potential [1][2]. - The Beidou navigation business is experiencing rapid growth, with a total contract amount of approximately RMB 460 million signed in 2014, reflecting a substantial increase from RMB 174 million in 2013 [2][3]. Group 2: Financial Performance and Projections - The company expects to maintain steady growth in its core wireless communication business while anticipating faster growth in Beidou navigation, satellite communication, digital trunking, and simulation sectors [4][5]. - The employee stock ownership plan involved the issuance of up to 75 million shares, with 4.5 million shares subscribed by the controlling shareholder and 2.645 million shares by employees, representing about 20% of the total workforce [2][3]. Group 3: Market Position and Competitive Advantage - The company is one of the few A-share listed firms with a complete industrial chain in the Beidou navigation field, covering chips, modules, antennas, systems, and operational services [3][4]. - The satellite communication sector has been a focus since 2006, with significant government support for strategic projects, positioning the company as a mainstream supplier in the defense satellite communication market [4][5]. Group 4: Future Plans and Mergers & Acquisitions - The company plans to continue its acquisition strategy, focusing on expanding its Beidou, simulation, radar, and digital trunking businesses [4][5]. - The strategic goal is to build a high-tech innovative enterprise in the electronic information field, leveraging organizational changes to enhance management capabilities and efficiency [5].