银河电子(002519) - 2017年6月26日投资者关系活动记录表

Group 1: Business Performance - The company's set-top box business experienced a significant decline in Q1 due to a sharp increase in raw material costs, including DDR memory, FLASH memory, PCB circuit boards, and steel, with semiconductor material prices doubling since last year [3] - The company is implementing cost control measures through tendering for raw materials and adjusting procurement strategies to manage costs effectively [3] - Sales strategies include communicating with clients to adjust prices to offset some of the raw material cost increases, with some broadcasting operators already raising purchase prices [3] Group 2: Future Business Focus - The company plans to focus on military and new energy electric vehicle components to expand these emerging sectors in response to the decline in the set-top box business [3][5] - The impact of new energy vehicle subsidy policies has slowed down the procurement of charging equipment, but the company expects a recovery in business volume and profitability in the second half of 2017 as customer orders increase [4] - The company is also enhancing its core competitiveness by leveraging opportunities in the military-civilian integration and the rapid development of the new energy vehicle industry [5] Group 3: Production Developments - The company’s subsidiary, Fujian Junpeng, has seen a reduction in business volume in Q1 but is now operating at full capacity with new production lines expected to drive rapid growth from June to the end of the year [4] - The business of Tongzhi Electromechanical is stable, with a variety of established product types and models, indicating continued steady development in military products [4]