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新联电子(002546) - 2015年9月23日投资者关系活动记录表
xldzxldz(SZ:002546)2022-12-07 08:31

Group 1: Company Overview and Investment Projects - The main business of the company is the research, development, production, sales, and service of electric information collection equipment and systems, including main stations, dedicated network terminals, public network terminals, and collectors [2][3] - The non-public offering project for 2015 is the Smart Electric Cloud Service Project, with a total planned investment of CNY 1.6634 billion, funded by the non-public offering and self-raised funds. The project construction period is 3 years, with production expected to reach 20,000 customers by the fourth year [3][4] Group 2: Business Model of Investment Projects - The project will provide power users with cloud monitoring services, operation and maintenance services, and energy-saving services, generating service fees and creating additional commercial value [4] - Cloud monitoring services will enhance the automation management level of enterprises, offering energy efficiency analysis, economic operation analysis, safety analysis, and power quality analysis [4] - Operation and maintenance services will involve real-time dynamic analysis of users' power status, with on-site maintenance personnel dispatched for any abnormalities [4] - Energy-saving services will provide comprehensive solutions for energy-saving project design, renovation, and installation [4] Group 3: Order Status and Profit Margin - The company reports normal order status this year, with the State Grid Corporation planning three centralized bids, of which two have been completed. The company performed well in the first bid, while the results of the second bid are yet to be announced [5] - Despite intensified market competition due to centralized bidding, the company maintains stable profit margins through optimized product design and cost control measures [5] Group 4: Progress of Non-Public Offering Projects - The company has received the administrative license application acceptance notice from the CSRC for the non-public offering of shares and is currently awaiting feedback [5] - The company is utilizing existing funds to advance project implementation and has engaged a well-known marketing management consulting firm for market research and strategy development [5] Group 5: Product Revenue Classification - Other business income includes low-voltage complete equipment and distribution automation products, with a focus on maintaining competitive advantages in electric information collection while expanding into new product development and market exploration [6]