银河电子(002519) - 2015年1月22日投资者关系活动记录表

Group 1: Digital Set-Top Box Business - The overall growth rate of the digital set-top box market is gradually slowing down compared to previous years, entering a relatively stable development period [2] - The company believes that the "three-network convergence" will provide significant development space through gradual opening and innovative reforms [3] - The company successfully entered the domestic telecom operator market, winning a bid for the OTT box project from Jiangsu Mobile in December 2014 [3] Group 2: OTT Products - The main difference between telecom operator-customized OTT boxes and publicly sold OTT products lies in the software aspects, such as broadcasting control platforms and application integration [3] - Telecom operators' OTT boxes are more tailored to meet national requirements for controllable content resources [3] Group 3: Smart Ammunition Cabinet Business - The smart ammunition cabinet is a new product developed by the company, participating in drafting industry standards with the Ministry of Public Security [4] - The market for smart ammunition cabinets has not yet launched on a large scale, so it is not currently a key business focus [4] Group 4: Military and Industrial Business Planning - The company plans to enrich and expand its existing smart power management systems and focus on vehicle-mounted electromechanical equipment [4] - The company aims to develop other military-related businesses, enhancing its role as a key player in the private military industry [4] Group 5: New Energy Vehicle Business - The new energy vehicle industry is experiencing rapid growth due to government support and subsidies, with key products like charging piles in high demand [5] - The company expects continued rapid growth in industry demand in 2015 and 2016 [5] Group 6: Business Segmentation and Planning - After acquiring Tongzhi Electromechanical, the company has segmented its business into three main areas: digital set-top boxes, military business, and new energy vehicle charging equipment [6] - The company anticipates stable growth in the set-top box business and steady growth in military and new energy vehicle sectors [6]