银河电子(002519) - 2015年2月12日投资者关系活动记录表

Group 1: Market Development - The overall growth rate of the cable digital set-top box market is gradually slowing down, entering a relatively stable development period compared to previous years [1] - The company believes that the "three-network integration" will allow for significant development opportunities, particularly in the OTT box market, which is expected to grow rapidly in 2015 [2] - The company successfully entered the domestic telecommunications operator market, winning a bid for the OTT box project with Jiangsu Mobile in December 2014 [2] Group 2: Military Industry Strategy - The acquisition of Tongzhi Electromechanical is the first step in the company's strategic plan to enter the military industry, aiming to seize opportunities in the next 5-10 years [2] - Tongzhi Electromechanical is confident in fulfilling performance commitments based on current orders and product types, while also expanding its R&D capabilities [3] - The company plans to enhance its existing intelligent power management systems and extend its product line into vehicle-mounted and marine electrical equipment [3] Group 3: Charging Infrastructure - The electric vehicle charging pile market is experiencing rapid growth due to national support policies and local subsidies, with demand expected to continue rising in 2015 and 2016 [4] - The company has accumulated significant resources in the electric vehicle charging equipment sector, enhancing its competitiveness in this business area [5] Group 4: Future Investments - The acquisition of Tongzhi Electromechanical is just the first step; the company plans to further develop military-related businesses and diversify into emerging sectors [5] - The company is preparing to apply for a secondary confidentiality qualification, which is related to the level and number of its supporting projects [5]