银河电子(002519) - 2019年2月28日投资者关系活动记录表

Group 1: Business Performance - The revenue from the set-top box business in 2018 decreased due to significant bad debt provisions, leading to substantial losses [2][3] - The company expects to recognize an impairment loss of approximately ¥1.082 billion, primarily due to goodwill impairment and bad debt provisions related to high-risk receivables from the set-top box business [4] - The bad debt provision for accounts receivable is expected to increase by ¥146 million due to overdue payments from three major clients [4] Group 2: Strategic Focus - The company plans to shift its focus to key components for new energy electric vehicles and military equipment industries to mitigate the negative impact of the declining set-top box business [3][5] - The subsidiary, Jiangsu Galaxy Digital Technology Co., Ltd., will take over most of the set-top box operations to streamline business [3][4] Group 3: Future Outlook - The company aims to enhance its military and defense-related business by expanding its product range and improving operational efficiency [5][7] - The electric air conditioning compressor segment has shown significant technological advancements, with expectations for growth in 2019 [5][6] - The company anticipates a recovery in profitability for its subsidiary Fujian Junpeng in 2019 due to increased demand from existing and new clients [6][7]