上海瀚讯(300762) - 上海瀚讯调研活动信息

Group 1: Impact of COVID-19 - The company's operations were affected by the pandemic, but the impact is within a controllable range [2][3] - The main office in Shanghai resumed work on June 1, 2022, while subsidiaries and R&D centers in other cities continued normal operations [2][3] Group 2: 5G Small Base Station Project - The 5G small base station project has successfully obtained network access testing certificates and model approval from the Ministry of Industry and Information Technology [3] - Production is expected to commence in the second half of the year [3] Group 3: Revenue Seasonality - The company's revenue is primarily concentrated in the fourth quarter due to seasonal fluctuations in the industry [3] - Major products are military goods, with procurement peaks typically occurring in the second half of the year [3] Group 4: Supply Chain Challenges - International circumstances have led to longer delivery times for certain materials, with core component delivery periods extending beyond six months [3] - To mitigate supply risks, the company has increased its strategic reserves to meet two years' production needs [3] Group 5: R&D Investment in 5G - The company has made early investments in military and civilian 5G small base station sectors, achieving phased results [3] - The "14th Five-Year Plan" includes relevant planning for military 5G deployment [3]