高新兴(300098) - 2024年6月5日投资者关系活动记录表

Group 1: Company Overview and Strategic Focus - The company aims to become a leading provider of IoT products and services, focusing on transportation and public safety as its two strategic tracks, with the transportation sector accounting for over 50% of revenue in 2023 [5] - The company has accumulated over 2,100 intellectual property rights by the end of 2023, indicating a strong emphasis on innovation and product development [6] Group 2: V2X Business Development - The company is actively involved in the "Vehicle-to-Everything" (V2X) integration, which is expected to be a key development direction for the intelligent connected vehicle industry, with significant investments in urban-level intelligent infrastructure and cloud control platforms [2] - The company has rich experience in V2X projects, having collaborated with major automotive manufacturers and Tier 1 suppliers, and has launched several products, including 5G+C-V2X vehicle communication terminals [3] Group 3: Project Implementation and Market Presence - The company has implemented smart city and intelligent transportation projects across over 300 cities, with significant projects in Guangzhou, Chengdu, and Tianjin [3][4] - The average value of individual intersection projects is estimated to be between 300,000 to 600,000 yuan, covering communication, perception, and computing hardware and related infrastructure costs [5] Group 4: Research and Development Investment - The company has strategically focused its R&D investments on "Vehicle Networking and Smart Transportation" and "Public Safety," with a flexible approach to match R&D resources to customer needs [6] - The company has made substantial investments in core products such as vehicle networking terminals, electronic license plates, and smart law enforcement platforms, achieving multiple breakthroughs in recent years [6] Group 5: Compliance and Information Disclosure - The company adheres to strict information disclosure management regulations, ensuring that all disclosed information is accurate, complete, and timely, with no significant undisclosed information leaks during investor communications [7]