银河电子(002519) - 2018年6月7日投资者关系活动记录表

Business Operations and Challenges - The company's set-top box business is currently experiencing a slight loss due to a significant increase in raw material prices in 2017, which led to higher production costs without a corresponding rise in product prices [2][3] - The company is focusing on cost management, reducing procurement costs, and improving efficiency to turn a profit in the set-top box business [3] - The company plans to focus on new energy vehicle components and military equipment industries to mitigate the impact of the declining set-top box business [3] Military Equipment Business (Tongzhi Electromechanical) - Tongzhi Electromechanical provides integrated intelligent management systems for military vehicles, including power systems, distribution systems, and motor equipment [3] - The business is stable, with a slight year-on-year increase in volume, and is expected to maintain steady growth [4] New Energy Vehicle Business (Jiasheng Power) - Jiasheng Power's main products include vehicle-mounted products, charging piles, and DC-DC modules [4] - The business has been impacted by adjustments in new energy vehicle subsidy policies and increased competition, leading to price reductions and lower profits [4] - The company plans to deepen its focus on the charging business to enhance market competitiveness and profitability [4] Battery Business (Fujian Junpeng) - Fujian Junpeng's battery box business is expected to maintain stable growth in the second half of the year [4] - The company aims to expand its customer base to ensure overall business stability and healthy development [4] Electric Vehicle Compressor Business - The company's electric vehicle scroll compressor has achieved significant technological breakthroughs in cooling capacity, noise reduction, energy efficiency, and lightweight design [5] - The product has gained high customer recognition and is ready for large-scale market promotion, with supply contracts established with several domestic automakers [5] - The company plans to continue R&D and promotion efforts for the compressor product line [5] Future Outlook - The company expects good growth prospects, focusing on military vehicles and new energy vehicle components to enhance market competitiveness and profitability [6] - The company will continue to expand its new energy vehicle business, including electric compressors, vehicle-mounted chargers, and power supplies, while introducing other components to strengthen its core competitiveness [6]