EASTSOFT(SZ:300183)2022-12-06 01:31Group 1: Company Overview - Qingdao Neusoft Carrier Technology Co., Ltd. was established in 1993 and focuses on low-voltage power line carrier communication technology [1] - The company is a leading manufacturer of low-voltage power line carrier chips in China and has participated in the formulation of national standards for low-voltage power line carrier metering systems [1] - Neusoft Carrier's products are widely used in the national smart grid industry, with sales covering 34 provinces, municipalities, and autonomous regions in China [1] Group 2: Smart Metering and Standards - The first round of smart meter upgrades by the State Grid is expected to conclude by the end of this year, with approximately 500 million smart meters being upgraded [2][3] - The State Grid's annual smart meter tender volume is around 70 million units, with 40 million units tendered in the first two rounds this year [3] - The second round of upgrades will focus on broadband communication chips, with new standards for power line broadband communication expected to be finalized by the end of the year [3] Group 3: Product Development and Market Position - Neusoft Carrier has shipped a total of 200 million power line communication chips [3] - The company is developing smart home products, including LED switches, gateways, and dimming modules, with a focus on creating a multi-communication technology platform for system control [3] - The product line of Shanghai Neusoft Carrier Microelectronics includes safety chips, MCUs, carrier chips, wireless chips, and touch chips, with significant shipments in the drone and home appliance sectors [3]