Securities code: Meig Smart Technology Co.Ltd(002881) securities abbreviation: Meig Smart Technology Co.Ltd(002881)
Meig Smart Technology Co.Ltd(002881)
Record of investor relations activities
No.: 2022002
Category of investor relations activities □ research on specific objects □ analyst meeting □ media interview □ performance description meeting
□ press conference □ roadshow activity □ on-site visit \uf0fe teleconference
Name of participating unit and personnel: Guosheng securities song Jiaji, Huang Han, Shao Shuai, Zhao Piye
Anxin fund Xu Huangwei, asset management of Founder life of Peking University Meng Jing, Ruifeng Shiji of Beixin
Biyun Yinxia invests in Ke weiboshi fund, Bai Zhengqi creates jinhexin, Guo Zhenyue, Cun Simin
Everyone insurance Zhang Xinlu Oriental fund he Shuyang Donghai fund Yang Hong
Soochow Fund Chen Jun Fangzheng Fubang fund Chen Yijun Fushun assets Chen Hong
Gao Yi assets (Shanghai) Xie Pengyu, Everbright Yongming, Liu qiguang, securities and asset management Shen Yin
Guodu fund Huang Ao Guojun Asset Management Yang Kun Guorong fund Li Ruiyang
Guoshou assets Yang Lin Cathay Pacific Fund Wang Xi Guotou UBS Wu Zhiyong
Guoxin self operated Liu Bin Haifutong fund Chen Linhai Shi Minjia fan Tingfang Peng Zhiyuan Liu tsunamis
Hengyue fund Feng Junyu Hengqin life insurance Guo Yaqi Hongkang life insurance investment Wang Dong
Hongyi investment Liu Dikai Hongyi Yuanyuan fund Zhao Yang Huaxia Fund Guo kunyan
Huaxia jiuying, Liu Qiang, Gong Yongjian, Huaxia future, Chu Tian, HSBC, Jinxin, Luo Ying
CCB fund Liu Bosheng CCB finance Wang Jingchen bocom Schroeder conference call room
Golden Eagle Fund Wu Haifeng enters finance and economics Du Nanqing Shang Shupei Jingshun Great Wall Fund Guo Lin
Jiutai fund He Xin, Tan Shaojie, Junhong invests in Chen Xiang Kuantan capital, Zhou Tianyu
Lingzhan investment Liu Hong Minsheng Jiayin Wang fengjuan Minghe investment Jiang Yufan
Mingya fund Chen Siwen, southern Tianchen tianlunuoan fund Jiang Shu
Ping An fund Li Xin Zhai Senpu Yin AXA fund Fan Jun Qianhai open source fund Wei Chun
Financing fund Yang Lingfeng Shanghai Investment Morgan Chen Qianyi Zhu Xiaolong Shaoxia capital Lou Qian
Taiping assets Zhang Hong, Shao Jun, Taixin fund Wu bingtao, Tianzhi fund Chen Fujia
Tongzhen investment Li Zhiqi Tongyuan investment Guo Lei Western profit fund Wang shaozhe
Xinhua fund Wang Yongming Xinyuan fund Zhang Zhengqing Xincheng fund Wang Rui Yang Liuqing
Xintai fund Liu yueyun invests in Jiang Guoping Xinghe fund Hou Jiran
Xingquan fund Shen Annie Yimi fund Cui Jian, Wang Lei, sun Huidong
Galaxy fund Jiang Yukun, Zhu Jianhui, Yinhua Fund Fang Xinyi Yingda insurance Shi Qingchuan
YONGYING fund Huang Yun Zhang tsunami Youshan fund sun jiusu Changjiang asset management Wu Wei
Changsheng fund Zhang Lei Changxin fund Huang Nannan Investment Promotion Fund Jia Rendong
Wu Tong, he Huaizhi, China Merchants asset management, CRRC capital Qinling Zhonggeng fund, Xie Zhaoyi
CICC fund Wang Yang, CICC asset management Zhu Jiansheng, Zhongrong fund Yang Xintong
China Securities Co.Ltd(601066) fund Zhou Ziguang, CITIC asset management Luo Yichao, CITIC self operated Liu Zhiqing
BOC fund Li Sijia Boc International (China) Co.Ltd(601696) asset management Xiao Wanyuan, China Post life insurance Zhu Zhanyu
Time: from 10:00 a.m. to 11:00 a.m. on May 20, 2022
Location teleconference
Name of receptionist of listed company Du Guobin, vice chairman and Huang Min, Secretary of the board of directors
1、 Communication link:
1. How has the company changed from traditional manufacturing to the Internet of things?
A: adhering to the original intention of taking the research and development of cellular network technology and the transformation of achievements as the core competitiveness, and the long-term strategic direction of R & D driving technology and technology driving the market, the company has experienced the strategic transformation and transformation from the traditional manufacturing industry to the Internet of things in 2007.
Although the company was established in 2007 as a traditional manufacturing industry, it actually began to make 4G LTE modules and data products based on Qualcomm platform as early as 2012. At that time, it was also the first batch of Chinese manufacturers to make 4G communication modules and routers in China; With the increasing demand of IOT market for the main contents of investor relations activities of cellular network technology and intelligent operating system, intelligent AI algorithm and 5g high-speed FWA solution, the company has become more firm and increased its investment in the Internet of things business, and stripped off the traditional mold development and manufacturing business at the same time, Devote yourself to the technology research and development of Internet of things products.
2. In the face of other friends in the industry, how does the company realize curve overtaking? What is Meg’s core competitiveness in Internet of things business?
A: in fact, there is no so-called “corner overtaking”. We just adhere to the company’s judgment on the industry and the concept of technology, adhere to the technical development route formulated by the company’s management, and come out step by step under the background of the great development of the Internet of things industry.
The popularity of 4G LTE communication and Android operating system has changed and realized the networking and informatization of traditional industries
With the R & D team’s ability in cellular communication protocol, especially 4G / 5G new generation communication technology, bottom layer development of Android system, solution under typical application scenarios and nanny high-quality service, MEG supports customers of qianhang and Baiye to carry out digital transformation and informatization and intelligent upgrading.
In the future, we will always adhere to the two legs of standard modules and solutions, enable industrial upgrading with forward-looking technology, and lead the digital transformation of the industry with high-performance products; In terms of market promotion, we insist on taking the standard module as the carrier and infiltrate the communication link technology into thousands of industries to improve social efficiency; At the same time, for the application scenarios of high technology threshold, large particles and large industries, we adhere to the technology promotion strategy of one-stop solution, accelerate the next-generation industrial upgrading from the interconnection of all things to the “smart” connection of all things, and accelerate the transformation of intelligent society.
With the rapid development of IOT industry, the module industry has also undergone great changes in the past few years. For example, when Android operating system infiltrates into the industry, intelligent modules integrating operating system and wireless communication functions are produced. A few years ago, we first proposed the concept of intelligent module, which was not well understood at that time. But now, intelligent module has become the industry standard term and the product label of MEG. Intelligent module is to bring the idea of making products based on solutions into the Internet of things industry.
We are firmly optimistic about the integration of communication and operating system, communication and intelligent computing, high integration of communication and perception, and seamless integration of communication and intelligent routing. We will continue to do a good job in the development of intelligent module products and continuously launch a series of forward-looking intelligent module products.
3. The market thinks Huawei has given us a great opportunity. What does the company think?
A: before cooperating with Huawei in 2014, we were already providing complete 3G / 4G router solutions to Japanese operators. Around 2012, there are still few enterprises in China that can directly provide 4G / LTE router products to Japanese operators. Huawei’s choice to cooperate with us is also based on our deep technical skills and the experience and recognition of Japanese operators for the high threshold access of communication enterprises. Over the past 10 years of cooperation with Huawei, we have continuously learned Huawei’s R & D, management and system processes, greatly improved our R & D system experience in design R & D, project management and quality management, and have the system and ability to serve world-class customers. Huawei has always been a very important customer of the company. As always, we will provide first-class technologies and products to world-class customers including Huawei.
4. How do our main downstream markets, including car, POS and 5g, view their growth potential and market competition pattern?
A: 5g is a new era. Every upgrading of communication technology will bring the upgrading and innovation of many industries
Create many new business opportunities. In the past two years, on the one hand, the impact of the global epidemic, on the other hand, the acceleration of 5g network commercialization has led to the rapid rise of online economy. AR / VR and metauniverse are accelerating the change of social communication and lifestyle, and even human values and world outlook; At the same time, the semiconductor industry has developed rapidly in the past 10 years, and the manufacturing process has changed from 40 nm to today
