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鼎阳科技(688112) - 鼎阳科技投资者关系活动记录表(2024年11月28日)
688112SIGLENT(688112)2024-11-29 07:34

Group 1: Company Performance and Strategy - In the first nine months of 2024, the revenue from high-end products accounted for 24.16% of total revenue, indicating a strategic shift towards high-end offerings [1] - The average selling price of high-end products increased by 14.67% year-on-year, with sales of products priced above 50,000 yuan growing by 38.37% and those above 30,000 yuan by 24.39% [3] - The company has launched 12 high-end products since 2020, enhancing its market share and core competitiveness [4] Group 2: Market Analysis - The global market size for spectrum analyzers, signal generators, and vector network analyzers was 3.092billionin2022,representing48.993.092 billion in 2022, representing 48.99% of the total electronic test and measurement instrument market [6] - The market sizes for spectrum analyzers, signal generators, and vector network analyzers were 1.403 billion, 0.905billion,and0.905 billion, and 0.784 billion respectively, with projected CAGR of 6.80%, 5.89%, and 6.37% from 2022 to 2027 [6] Group 3: Product Specifications and Innovations - The company offers a range of high-end products, including digital oscilloscopes with bandwidths of up to 8 GHz and spectrum analyzers with maximum measurement frequencies of 26.5 GHz [4] - The company has developed 41 software copyrights and has introduced new software and features to enhance product usability in 2024 [9][10] Group 4: Industry Trends and Competitive Landscape - The electronic test and measurement instrument industry is characterized by high technical barriers, requiring long-term technological accumulation for the development of high-end products [8] - The communication, industrial, and semiconductor sectors accounted for 28.14%, 26.87%, and 13.38% of the market size in the electronic test and measurement instrument industry in 2022 [13][14]