银河电子(002519) - 银河电子2023年12月19日及20日投资者关系活动记录表

Group 1: Company Overview and Strategic Goals - The company is optimistic about the satellite internet industry and aims to leverage its partnership with Geospace Aerospace for business opportunities in satellite user terminals and related ground equipment [1][2]. - The company plans to continue investing in Geospace Aerospace, reflecting confidence in the satellite internet sector's growth potential [1][2]. Group 2: Military Products and Clients - The company's military products include technical support equipment, smart power distribution systems, comprehensive electronic information systems, and environmental control systems, primarily serving the army, navy, rocket forces, and armed police [2]. - The company has established stable partnerships with various military branches, research institutes, and military industrial groups [2]. Group 3: Project Progress and Future Plans - The completion of the vehicle contract is expected by the end of 2023, with revenue recognition based on actual delivery and accounting standards [2]. - The sustainability of vehicle orders will depend on specific procurement plans from the military [2]. Group 4: Microgrid Business - The company's microgrid products include microgrid controllers, smart gateways, and energy management solutions, utilizing new digital technologies such as big data, cloud computing, IoT, and 5G [2]. - The microgrid business aims to provide intelligent control systems to minimize power outages and enhance equipment lifespan while reducing labor costs [2]. Group 5: Financing and M&A Plans - Future refinancing and merger plans will be determined based on specific project circumstances, with the company open to external collaborations that benefit its business development [3].