银河电子(002519) - 2016年11月23日投资者关系活动记录表

Group 1: New Energy Development - The company's current focus in new energy is on key components for electric vehicles, including charging piles, onboard chargers, charging modules, air conditioning compressors, and power battery structural parts [2][3] - The charging pile business has seen a decline compared to the same period last year due to national investigations and industry factors, but is expected to grow steadily in the coming years [3] - The onboard charger market is anticipated to have significant demand growth over the next 3-5 years, with the company actively preparing relevant technologies and products [3] Group 2: Battery Structure Components - The business for power battery structural parts is benefiting from the rapid growth of the electric vehicle industry, with good order conditions and expected continued rapid growth in the coming years [4] Group 3: Automation and Production Capacity - The company has completed the first phase of automation transformation, significantly increasing production capacity and is actively expanding its customer base [4] Group 4: Military Products and Collaborations - The military product line from Tongzhi Electromechanical is experiencing stable growth, primarily focusing on smart power systems and vehicle-mounted motor equipment, with expectations for continued steady growth [4][5] - Collaborations with major state-owned enterprises are based on mutual trust and selection [5] Group 5: Set-Top Box Business - The set-top box business is expected to grow this year compared to last year, driven by increased demand from telecom operators [5] Group 6: Future Development Plans - The company aims to diversify its main business by investing in military and new energy electric vehicle components while also developing intelligent, automated, and information-based products [5]