吴通控股(300292) - 吴通控股调研活动信息

Group 1: Traditional Communication Business - The traditional communication business faces both challenges and opportunities, particularly with the advent of 5G technology and the growth of the Internet of Things (IoT) [2][3] - The company is enhancing its R&D for new 5G products to promote the upgrade of its communication intelligent manufacturing sector [3] Group 2: Connector Business - The connector industry is transitioning from traditional connectors to 5G connectors, with a shift from external to internal board-to-board connections [3] - The competitive landscape includes foreign manufacturers like Rosenberger and domestic companies such as Wutong Holdings and Jin Xin Nuo [3] - There are currently few mature suppliers for 5G base station board-to-board connectors due to high patent, technology, and process requirements [3] Group 3: 5G Product Progress - The company's 5G board interconnectors have passed customer validation, and small-scale production of 5G small base station antennas has begun [3] - In the first three quarters of 2019, sales of 5G products accounted for a small proportion of total revenue, with future revenue and profit remaining uncertain due to various factors [3] Group 4: Guodu Internet Development - From January to September 2019, Guodu Internet achieved revenue of 141,457.94 million yuan and a net profit of 17,358.38 million yuan (unaudited) [3] - The mobile information service industry is generally stable, but intense price competition remains a significant issue [3] - Guodu Internet maintains a leading position due to its early market entry, technical capabilities, and strong reputation [3] - Future developments will focus on new business models and products emerging with the arrival of 5G [3]