新天科技(300259) - 新天科技调研活动信息

Group 1: Market Demand and Growth - The demand for NB-IoT smart meters is strong, significantly accelerating the development of the smart meter industry, with a market concentration continuously increasing [2] - In the first half of 2020, the company's orders for NB-IoT smart water meters increased by over 50% compared to the same period last year, indicating a rising market demand [2] - The company has seen a notable increase in the average contract value of individual projects, which is rare historically, reflecting the growing demand for smart meters [2] Group 2: Production Capacity and Planning - The company has built the largest industrial 4.0 smart factory in the domestic smart energy sector, achieving an automation rate of over 60% and a production capacity of 4 million smart meters [2] - A new 5G smart factory is in the planning stage, with a planned area of 220,000 square meters, doubling the size of the current factory, to support future growth [2] Group 3: Future Development Strategy - The company aims to enhance its market share in the domestic smart water meter market and solidify its leading position, while also pushing for large-scale applications of smart gas meters in major gas groups [3] - The company plans to strengthen its marketing efforts in the smart agriculture sector, which has already gained significant influence and brand recognition [3] - The company has established an overseas division to expand into markets along the Belt and Road Initiative, with products already exported to countries such as India, Nigeria, and the UAE [4]