银河电子(002519) - 2017年1月5日投资者关系活动记录表

Group 1: Financial Performance - The acquisition of Tongzhi Electromechanical has led to rapid profit growth, benefiting from the modernization of national defense construction [2][3] - The company expects steady growth in military products due to a large market space and ongoing R&D investments [2][3] Group 2: Business Development - Tongzhi Electromechanical's main products include intelligent power systems and vehicle-mounted motor equipment, focusing primarily on meeting the needs of the army [3][4] - The company has seen growth in its set-top box business, with a significant procurement project worth 110 million from China Mobile [3][4] Group 3: New Energy Vehicle Sector - The company has three main segments in the new energy vehicle sector: charging equipment, electric air conditioning compressors, and battery structure components, with major clients including Yutong and CATL [4][5] - The charging pile business has faced a decline due to regulatory investigations but is expected to grow steadily in the coming years [4][5] Group 4: Strategic Planning - The company aims to focus on the military industry and new energy electric vehicles, planning to expand through internal growth and acquisitions [6]