银河电子(002519) - 2015年2月10日投资者关系活动记录表

Group 1: Military Business Development - The company has confidence in fulfilling performance commitments based on current orders and product types, but aims for greater growth beyond just meeting these commitments [2] - The military business strategy includes expanding existing intelligent power management systems, focusing on vehicle-mounted electromechanical equipment, and developing related products in naval and aviation sectors [3] - The company plans to diversify its military business to include digital information, intelligence, and automation, aiming to become a key player in the private military industry over the next few years [3] Group 2: Electric Vehicle Charging Business - The electric vehicle charging industry is expected to see rapid growth in 2015 and 2016 due to government support and subsidies, with a supply-demand imbalance for key products [4] - The company has integrated its resources in electric vehicle charging equipment, enhancing its competitiveness in the market [4] - The company won a competitive bid for electric bus charging station equipment, showcasing its strength in the electric vehicle charging sector [5] Group 3: Product Sales and Market Trends - The electric scroll compressor, used in pure electric vehicles, has evolved from the first to the fifth generation, with improved performance and strong competitiveness, currently being the sole supplier for Jianghuai Automobile's electric air conditioning products [5] - The market for digital set-top boxes is stabilizing after a peak in cable digital TV transformation, but the company believes it can still achieve significant growth through innovation and adaptation during the "three-network integration" process [6] - The company has successfully entered the OTT box market, winning a bid from Jiangsu Mobile and being included in telecom operators' procurement lists, which will positively impact its set-top box business [6] Group 4: Future Investment Directions - The acquisition of the electromechanical company is just the first step in a strategic plan to further develop military-related businesses and diversify into emerging sectors [6]