Group 1: Investor Relations Activity Overview - The investor relations activity was conducted on November 5, 2024, via an online conference with participation from 33 institutions including major securities and asset management firms [2][3]. Group 2: Company Technology and Applications - The "knock knock" intelligent tactile perception technology can be applied in various automotive areas, including electric doors and charging port covers [4]. - Typically, a vehicle requires 12-14 ultrasonic sensors to support L3 and L4 level autonomous driving, with applications extending to smart cockpits and child monitoring technologies [5]. Group 3: Revenue Growth and Sources - The company's revenue increased by 32.67% year-on-year, driven primarily by the smart automotive sector, smart instruments, and other sensors and actuators [6]. - Revenue growth is attributed to both new applications from existing customers and new customers, facilitated by product and technology upgrades [7]. Group 4: Market Performance and Innovations - The sales of flow sensors in overseas markets have shown stable growth, supported by the increasing adoption of smart water and gas meters [8]. - The company has expanded its market presence in robotic vacuum cleaners, offering advanced sensors for obstacle avoidance, floor material recognition, and other functionalities [9]. - The six-axis multi-head precision dispensing robot is designed for high efficiency and flexibility in complex manufacturing processes, although it has not yet contributed to sales [10].

证券代码：832491 证券简称：奥迪威 公告编号：2024-097 二、募集资金三方监管协议的签署情况 为规范公司募集资金管理，保护投资者权益，根据《北京证券交易所上市公 司持续监管办法（试行）》《北京证券交易所股票上市规则（试行）》《募集资金专 项存储及使用管理制度》等有关法律、法规、规范性文件的相关规定及要求，公 司及子公司（甲方）分别与存放募集资金的中国建设银行股份有限公司广州番禺 支行、招商银行股份有限公司广州番禺奥园广场支行（乙方）及保荐机构民生证 券股份有限公司（丙方）签署了《募集资金专户存储三方监管协议》（以下简称 "原协议"）。 募集资金专项账户信息如下： | 序号 | 开户主体 | 开户银行 | 账号 | | --- | --- | --- | --- | | 1 | 广东奥迪威传感科技股份 | 中国建设银行股份有限公 | 44050153140100002279 | | | 有限公司 | 司广州番禺支行 | | | 2 | 肇庆奥迪威传感科技有限 | 招商银行股份有限公司广 | 757905332610828 | | | 公司 | 州番禺奥园广场支行 | | | 3 | 肇庆奥迪威传感科 ...

证券代码：832491 证券简称：奥迪威 公告编号：2024-096 广东奥迪威传感科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □媒体采访 □业绩说明会 □现场参观 □新闻发布会 □分析师会议 □路演活动 在本次活动中公司就 2024 年三季度经营情况、行业和市场情况等，与投资 者进行交流，就投资者提出的问题进行答复，主要问题及回复如下： 问题 1：公司的"knock knock"智能触觉感知技术可应用于汽车哪些领域？ 回复："knock knock"是指通过智能触觉感知技术，赋予汽车特定区域以感 知能力，使其能够响应手指按压、手掌滑动、指关节敲击等细微的形态变化，从 而实现对应的功能，除了应用于开启汽车前备箱，还能够广泛应用于控制电动车 门、电动尾门、电动充电口盖等。 问题 2：一辆汽车大概需要多少个超声波传感器？ □其他 二、 投资者关系活动情况 活动时间：2024 年 11 月 5 日 活动地点：线上交流会 参会 ...

| 序号 | 开户主体 | 开户银行 | 账号 | | --- | --- | --- | --- | | 1 | 广东奥迪威传感科技股份 | 中国建设银行股份有限公 | 44050153140100002279 | | | 有限公司 | 司广州番禺支行 | | | 2 | 肇庆奥迪威传感科技有限 | 招商银行股份有限公司广 | 757905332610828 | | | 公司 | 州番禺奥园广场支行 | | | 3 | 肇庆奥迪威传感科技有限 | 中国建设银行股份有限公 | 44050153140100002329 | | | 公司 | 司广州番禺支行 | | | 4 | 江西奥迪威新材料有限公 | 招商银行股份有限公司广 | 798900567910208 | | | 司 | 州番禺奥园广场支行 | | 三、《募集资金专户存储三方监管协议之补充协议》的签署情况 证券代码：832491 证券简称：奥迪威 公告编号：2024-097 广东奥迪威传感科技股份有限公司 关于签署募集资金专户三方监管协议之补充协议的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并 ...

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [1] Core Views - The company is expected to achieve a 55% increase in net profit attributable to the parent company for 2023, driven by advancements in smart driving and robotics [1] - The company launched multiple new products, including a six-axis precision dispensing robot, contributing to a 33.57% year-on-year revenue growth in Q3 2024 [1][2] - The company maintains its profit forecast for 2024-2026, with expected net profits of 91 million, 111 million, and 138 million yuan respectively, corresponding to EPS of 0.64, 0.79, and 0.98 yuan per share [2] Financial Performance Summary - For the first three quarters of 2024, the company reported revenue of 447 million yuan, a year-on-year increase of 32.67%, and a net profit of 67.48 million yuan, up 5.20% [2] - In Q3 2024, revenue reached 163 million yuan, reflecting a 33.57% year-on-year growth, while net profit decreased by 9.15% to 20.67 million yuan [2] - The company’s R&D expenses for the first three quarters of 2024 were 36.45 million yuan, an increase of 18.86% year-on-year, indicating a strong focus on innovation [4] Product Development and Market Position - The company has developed advanced ultrasonic sensors that meet safety requirements for L2 and above autonomous driving levels, enhancing its competitive edge in the smart automotive sector [3] - New product launches, such as the lead-free ultrasonic flow meter and the six-axis precision dispensing robot, are expected to revolutionize their respective markets and drive future growth [4]

| 日期 | 代码 | 简称 | 成交价 | 成交数量（股） | 买入营业部 | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2024-11- | 835368 | 连城数控 | 28.85 | 40000 | 申万宏源证券有限公 | 申万宏源证券有限公 | | 05 | | | | | 司吉林分公司 | 司吉林分公司 | | 2024-11- | | | | | 东方证券股份有限公 | 开源证券股份有限公 | | 05 | 837023 | 芭薇股份 | 11 | 100000 | 司上海虹口区曲阳路 | 司上海永泰路证券营 | | | | | | | 证券营业部 | 业部 | | 2024-11- | | | | | 中信建投证券股份有 | 粤开证券股份有限公 | | 05 | 832522 | 纳科诺尔 | 32.44 | 100000 | 限公司北京东三环中 | 司广东分公司 | | | | | | | 路证券营业部 | | | | | | | | 国泰君安证券股份有 | 粤开证券股份有限公 | | 2024-11- 05 | 83249 ...

Group 1: Investor Relations Activity Overview - The investor relations activity took place from October 31, 2024, to November 1, 2024, in an online format, with participation from 31 institutions including major securities and investment firms [2] - Company representatives included board members and financial executives, specifically Vice General Managers Liang Meiyi and Li Lei [2] Group 2: Product Applications and Market Position - The company's ultrasonic sensors are increasingly used in the automotive sector, with models adopting 12-14 ultrasonic sensors, reflecting a growing integration in smart vehicles [3] - The company’s self-developed AKⅡ ultrasonic sensor meets functional safety requirements and is compatible with AVP L2 and above autonomous driving levels, showcasing significant technological advantages [3] Group 3: Financial Performance and Profitability - The gross margin for automotive sensors has slightly decreased year-on-year due to intense competition and fluctuations in raw material prices, but the company aims to maintain stable profit levels through product and technology upgrades [3] - Non-recurring gains increased due to government subsidies, while credit impairment losses rose in line with accounts receivable growth [8] Group 4: Product Development and Innovation - The company is focused on continuous product and technology innovation to drive sustainable growth, with a commitment to meeting customer needs in various sectors including smart automotive and consumer electronics [4][10] - New products in the haptic feedback sector have gained traction in applications such as laptops and smart devices, with ongoing projects in multiple key application areas [5] Group 5: Strategic Partnerships and Future Outlook - The company maintains a stable partnership with Desay SV, despite recent share reductions, ensuring continued collaboration in the ultrasonic sensor market [7] - The company plans to implement a stock incentive program to motivate core management and technical teams, aligning with future growth strategies [10] Group 6: Technological Advancements - The development of lead-free piezoelectric ceramic technology is expected to expand applications in food processing, pharmaceuticals, and medical devices, addressing international market gaps [11] - The company successfully launched a lead-free ultrasonic flow measurement solution in collaboration with ScioSense at the Enlit Europe 2024 exhibition [11]

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 证券代码：832491 证券简称：奥迪威 公告编号：2024-095 广东奥迪威传感科技股份有限公司 投资者关系活动记录表 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2024 年 10 月 31 日至 2024 年 11 月 1 日 活动地点：线上交流会 参会单位及人员：东吴证券、创金合信基金、新华养老、山西证券、东北证 券、指南创投、长江证券、环懿投资、国投证券、浙商证券、红土创新、红塔证 券、西部证券、贝寅资本、蜂巢基金、景领投资、兴业证券、中金财富证券、申 万宏源证券、中山证券、上海云汉资产、第一创业证券、国海证券、晨鸣（青岛） 资产、万和证券、长城证券、中邮基金、国联基金、浦银安盛基金、格林基金、 银河证券，合计 31 家单位。 上市公司接待人员：公司董事、董事会秘书、副总经理梁美怡，公司财务负 责人、副总经理李磊。 三、 投资 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a revenue growth that exceeded expectations for Q3 2024, but the net profit growth was slightly below expectations. For the first three quarters of 2024, the company achieved a revenue of 447 million yuan, a year-on-year increase of 32.7%, and a net profit attributable to the parent company of 67.48 million yuan, a year-on-year increase of 5.2% [4][5] - The company is focusing on increasing its market share in the automotive electronics sector, particularly through the import substitution strategy, which is expected to enhance its long-term market position despite short-term profit growth being under pressure [5][6] - Continuous high R&D investment is being made, with R&D expenses for the first three quarters of 2024 amounting to 36.45 million yuan, a year-on-year increase of 18.86% [5] Summary by Sections Market Data - Closing price: 26.36 yuan - One-year high/low: 28.68/10.64 yuan - Market capitalization of circulating A shares: 3,009 million yuan [1] Financial Data - Net asset per share: 6.92 yuan - Asset-liability ratio: 13.74% - Total share capital/circulating A shares: 141 million/114 million [2] Revenue and Profit Forecast - Total revenue forecast for 2024: 605 million yuan, with a year-on-year growth rate of 29.5% - Net profit forecast for 2024: 85 million yuan, with a year-on-year growth rate of 10.1% [7][9] - Earnings per share forecast for 2024: 0.60 yuan [7] Long-term Outlook - The company aims to become a leader in the automotive ultrasonic sensor market, with key performance indicators of its products already comparable to international giants. The current period is seen as a golden growth opportunity for domestic sensor manufacturers [5]

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company's revenue growth is driven by technological upgrades, with a promising outlook in the sensor industry [1] - The company's Q3 2024 revenue reached 163 million yuan, a 33.57% YoY increase, although net profit declined by 9.15% due to lower-margin domestic products and non-recurring losses [2] - The company continues to invest in R&D, with a 18.86% YoY increase in R&D spending to 36 million yuan in the first three quarters of 2024, enhancing product competitiveness and increasing demand orders [2] - The company is expanding its production capacity, with construction in progress increasing by 32.97% YoY to 12 million yuan, reflecting further investment in mechanization and automation [2] - The company is well-positioned to benefit from the growing smart driving market, which is expected to reach 383.2 billion yuan in 2024, with investment funding projected at 5.16 billion yuan [3] - The company is advancing its pressure-sensitive product technology, with a global market size expected to reach 17.59 billion yuan by 2028, and is collaborating with major 3C companies like ASUS, VIVO, and Xiaomi [3] - The smart sensor market is steadily growing, driven by demand in new energy vehicles, industrial automation, medical, environmental, and consumer sectors, with the Chinese market expected to reach 164.31 billion yuan in 2024 [3] Financial Forecasts - Revenue is projected to grow from 569.7 million yuan in 2024 to 836.68 million yuan in 2026, with a CAGR of 21.12% [1] - Net profit attributable to the parent company is expected to increase from 93.54 million yuan in 2024 to 141 million yuan in 2026, with a CAGR of 24.01% [1] - EPS is forecasted to rise from 0.66 yuan in 2024 to 1.00 yuan in 2026 [1] - The company's P/E ratio is expected to decrease from 39.78 in 2024 to 26.39 in 2026, indicating potential undervaluation [1] Market and Industry Data - The company's closing price is 26.36 yuan, with a P/B ratio of 3.81 and a total market capitalization of 3.72 billion yuan [6] - The smart driving market is projected to grow significantly, with the Chinese market expected to reach 383.2 billion yuan in 2024 [3] - The global pressure-sensitive product market is forecasted to reach 17.59 billion yuan by 2028 [3] - The Chinese smart sensor market is expected to grow to 164.31 billion yuan in 2024 [3] Financial Performance - The company's operating cash flow increased significantly by 125.29% YoY to 58 million yuan in the first three quarters of 2024 [2] - The company's gross margin is expected to remain stable at around 39% from 2024 to 2026 [10] - The company's ROE is projected to increase from 9.16% in 2024 to 11.05% in 2026 [11]