友讯达(300514) - 2017年9月8日投资者关系活动记录表

Group 1: Company Overview - Youxunda is a national high-tech enterprise focused on R&D, production, and sales of wireless products and operation services, providing comprehensive wireless sensor network solutions for various industries [2][3] - The company's core technologies include proprietary sensor network technology, low-power sensor network technology, and dual-mode heterogeneous technology [2][3] Group 2: Product Offerings - The main products include wireless sensor network technology (CFDA) communication modules, collectors, and concentrators, as well as embedded communication modules for smart meters [3][4] - The information collection devices have passed full performance testing by relevant metrology centers, meeting the latest requirements of the Chinese power industry and other related standards [3] Group 3: Market Insights - The smart meter's maximum lifespan is 12 years, with a normal usage lifespan of 7-8 years, leading to a replacement market driven by aging devices [4][5] - The company has seen an increase in gross margin due to changes in product structure, cost control, and the introduction of new products [5][6] Group 4: Competitive Landscape - The communication modules in the power industry mainly include micro-power wireless, narrowband power line carrier, and broadband power line carrier technologies, with significant differences in communication medium and speed [5][6] - Although the micro-power wireless communication technology used by the company has publicly available standards, product quality varies significantly among manufacturers [5][6] Group 5: Future Development - The company aims to expand its industry chain and explore new profit growth points while focusing on its main business [6]