银河电子(002519) - 2017年6月19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 plans to manage procurement costs through bidding for raw materials and will communicate with clients to adjust prices to offset the impact of rising raw material costs [3] - The company aims to improve profitability in the set-top box business by enhancing cost management and reducing waste through efficiency measures [3] Group 2: Future Business Focus - The company will focus on expanding its military and new energy electric vehicle component businesses to counteract the decline in the set-top box sector [3] - Fujian Junpeng's business volume decreased in Q1 but is expected to grow rapidly from June to the end of the year due to industry recovery and new production lines coming online [4] - Jiasheng Power's business volume significantly decreased in Q1 due to new energy vehicle subsidy policy changes, but is anticipated to recover in the second half of the year as customer orders increase [4] Group 3: Strategic Planning - The company is implementing cost-cutting reforms in the set-top box business while focusing on expanding its military and new energy sectors to enhance profitability and core competitiveness [5]