证券代码：920110 证券简称：雷特科技 公告编号：2026-004 珠海雷特科技股份有限公司 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 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □其他 二、 投资者关系活动情况 活动时间：2026 年 3 月 19 日至 2026 年 3 月 20 日 活动地点：武汉华源证券策略会现场 参会单位及人员：中邮创业基金、贝寅基金、巨杉资产、中财招商投资集团陕西趋 势投资、中泰证券、联储证券、开源证券、长江证券。 上市公司接待人员：董事会秘书王华荣女士。 □分析师会议 □路演活动 该方案有效解决了传统智能家居落地难度大、人工成本高等痛点，有效提升项目落 地效率。 问题4：公司订单可见度及交货周期是怎样的？ 三、 投资者关系活动主要内容 本次投资者关系活动的主要问题及公司对问题的回复概要如下： 问题1：智能家居业务的毛利率是否有上升预期？ 回复：目前毛利率大幅上升的可能性不大，常规大众化产品价格会 ...

Investment Rating - The investment rating for the company is "Outperform" (maintained) [1][3] Core Insights - The company achieved a revenue of 201 million yuan in 2025, representing a year-on-year growth of 0.63%, and a net profit attributable to the parent company of 45.86 million yuan, with a year-on-year increase of 2.42% [3] - The company has established an Apple Home/Matter native smart home system and has received multiple industry awards in 2025, indicating strong market recognition [3] - The global smart home market is projected to grow significantly, reaching a market size of 222.9 billion USD by 2027, with a compound annual growth rate of 60.01% from 2023 to 2027 [4] Financial Performance Summary - For 2025, the company expects a net profit of 46 million yuan, with corresponding EPS of 1.19 yuan per share, and a PE ratio of 30.7 times [3][5] - The company's revenue is forecasted to grow to 271 million yuan by 2027, with a net profit of 66 million yuan, reflecting a growth rate of 16.6% [5][8] - The gross margin is expected to improve from 44.8% in 2023 to 49.4% in 2027, indicating enhanced profitability [9]

证券代码：920110 证券简称：雷特科技 公告编号：2026-003 珠海雷特科技股份有限公司 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 □业绩说明会 □媒体采访 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 □现场参观 □新闻发布会 回复：公司智能家居业务将重点发力海外市场，核心举措包括：1）产品已 完成苹果HomeKit认证，可接入苹果生态链，现有智能家居产品已打通苹果生态； 2）产品支持Matter协议，智能电源等产品已完成Matter协议开发；3）2026年将 参加法兰克福展会，推广相关产品。 问题 3 ：存货余额较大原因及存货结构、库存控制措施是怎样的？ 活动时间：2026 年 3 月 4 日至 2026 年 3 月 6 日 活动地点：珠海雷特科技厂区、上海券商策略会现场 参会单位及人员：开源证券、中泰证券、明德资本、中信建投、长江证券、 国泰海通、联储证券、上海证券、嘉实基金、贝寅基金、岱熹投资、联创飞达、 ...

证券代码：920110 证券简称：雷特科技 公告编号：2026-002 珠海雷特科技股份有限公司 关于获得发明专利证书的公告 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。 四、备查文件 1.《发明专利证书》（证书号第 8729714 号） 2.《发明专利证书》（证书号第 8727150 号） 一、基本情况 （一）发明名称：一种微波测试方法及系统 专利号：ZL 2022 1 1718194.X 专利申请日：2022 年 12 月 29 日 专利权人：珠海雷特科技股份有限公司 地址：519000 广东省珠海市南屏科技工业园屏东六路 3 号 15 栋二层 授权公告日：2026 年 02 月 24 日 授权公告号：CN 116047434 B 证书号第 8729714 号 （二）发明名称：智能灯具及其调光控制电路、智能灯具的调光控制方法 专利号：ZL 2022 1 1718232.1 专利申请日：2022 年 12 月 29 日 专利权人：珠海雷特科技股份有限公司 地址：519000 广东省珠海市南屏科技工业园 ...

Market Overview - The other power equipment sector experienced a decline of 0.43% on February 4, with Kehua Data leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Xizi Clean Energy (002534) saw a closing price of 18.70, with an increase of 4.59% and a trading volume of 277,800 shares, amounting to a transaction value of 514 million [1] - China Power (600482) closed at 27.77, up 1.28%, with a trading volume of 344,100 shares and a transaction value of 953 million [1] - Dongfang Electric (600875) closed at 25.99, up 1.09%, with a trading volume of 430,500 shares and a transaction value of 1.119 billion [1] - Kehua Data (002335) experienced a significant drop of 4.79%, closing at 58.86, with a trading volume of 295,600 shares [2] Capital Flow - The other power equipment sector saw a net outflow of 877 million from institutional investors, while retail investors had a net inflow of 589 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Dongfang Electric (600875) had a net inflow of 21.27 million from institutional investors, but a net outflow of 17.43 million from retail investors [3] - Keda Technology (300820) experienced a net inflow of 38.32 million from institutional investors, while retail investors saw a net outflow of 51.47 million [3] - The capital flow data suggests varying levels of confidence among different investor types within the sector [3]

Financial Performance - The company's operating revenue for the reporting period was CNY 201.34 million, a slight increase of 0.63% compared to the same period last year[5]. - Net profit attributable to shareholders was CNY 45.86 million, reflecting a growth of 2.42% year-on-year[5]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 43.95 million, up by 6.57% from the previous year[5]. - Basic earnings per share increased to CNY 1.18, representing a growth of 2.61% compared to the same period last year[5]. Assets and Equity - Total assets at the end of the reporting period amounted to CNY 400.46 million, a year-on-year increase of 0.33%[5]. - Shareholders' equity attributable to the company was CNY 370.70 million, up 2.11% from the beginning of the period[5]. Profitability Metrics - The company's gross profit margin improved due to ongoing cost reduction and efficiency enhancement efforts[6]. - The weighted average return on net assets (before deducting non-recurring items) was 11.88%[5]. - The weighted average return on net assets (after deducting non-recurring items) was 11.39%[5]. Cautionary Note - The company emphasizes the preliminary nature of the financial data, which has not yet been audited, and advises investors to be cautious[7].

Group 1 - The article highlights the behavior of margin traders, indicating that investors are looking for investment opportunities through their activities [1] - On December 30, a total of 3,757 stocks received margin buying funds, with the top three stocks being Sanhua Intelligent Controls at 2.296 billion, Zhongji Xuchuang at 2.293 billion, and Xinyi Sheng at 1.910 billion [1] - Among the stocks with significant margin buying, 10 stocks had a margin buying amount that exceeded 30% of their total trading volume [1] Group 2 - The top stocks by margin buying amount and their respective trading volumes and percentages are detailed, with notable mentions including Qingtang City at 24.35 million and Daya Shengxiang at 12.86 million [2] - The data shows that the margin buying percentage for several stocks is high, with Qingtang City at 43.09%, Daya Shengxiang at 40.80%, and Guangming Meat Industry at 35.66% [1][2] - The article provides a comprehensive table listing various stocks, their margin buying amounts, total trading amounts, margin buying percentages, and daily price changes [1][2]

Market Overview - The other power equipment sector experienced a decline of 0.57% compared to the previous trading day, with Haibosi leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Xinfeng Energy (300593) with a closing price of 31.15, up 3.83%, and a trading volume of 622,600 shares, totaling 1.893 billion yuan [1] - ST Yishite (300376) closed at 6.45, up 3.20%, with a trading volume of 346,900 shares, totaling 224 million yuan [1] - Oulu Tong (300870) closed at 232.90, up 2.68%, with a trading volume of 166,400 shares, totaling 1.540 billion yuan [1] - Decliners included: - Haidao Feitan (688411) closed at 259.79, down 5.03%, with a trading volume of 31,500 shares, totaling 818 million yuan [2] - Xizi Clean Energy (002534) closed at 17.23, down 3.20%, with a trading volume of 140,600 shares, totaling 245 million yuan [2] - ST Huaxi (002630) closed at 2.58, down 3.01%, with a trading volume of 251,200 shares, totaling 65.3 million yuan [2] Capital Flow - The other power equipment sector saw a net outflow of 800.3 million yuan from institutional investors, while retail investors experienced a net inflow of 490 million yuan [2] - The capital flow for specific stocks showed: - Oulu Tong (300870) had a net inflow of 13.5 million yuan from institutional investors, but a net outflow of 139 million yuan from retail investors [3] - Xinfeng Energy (300593) had a net inflow of 54.67 million yuan from institutional investors, with a net outflow of 112 million yuan from retail investors [3] - Keda (002518) had a net inflow of 23.04 million yuan from institutional investors, but a net outflow of 26.74 million yuan from retail investors [3]

证券代码：920110 证券简称：雷特科技 公告编号：2025-086 珠海雷特科技股份有限公司 珠海雷特科技股份有限公司（以下简称"公司"）于 2025 年 11 月 27 日收到由中华 人民共和国国家知识产权局颁发的一项《发明专利证书》。具体情况如下： 一、基本情况 （一）发明名称：蓝牙通信同步控制方法及智能灯具 专利号：ZL 2022 1 1362663.9 专利申请日：2022年11月02日 专利权人：珠海雷特科技股份有限公司 地址：519000 广东省珠海市南屏科技工业园屏东六路 3 号 15 栋二层 授权公告日：2025年11月25日 授权公告号：CN 115942286 B 证书号第 8517611号 二、对公司的影响 本次发明专利证书的获得，体现了公司的自主研发及创新能力，有利于增强公司核 心竞争力，对公司持续发展将产生积极的影响。 三、风险提示 公司依据自主研发的技术和成果申请专利，有助于保护公司知识产权，但是专利成 果为公司带来的经济效益暂不确定，敬请广大投资者注意投资风险。 四、备查文件 《发明专利证书》（证书号 第8517611号）。 关于获得发明专利证书的公告 本公司及董事会全体成员 ...

Market Overview - The other power equipment sector increased by 0.59% compared to the previous trading day, with ST Huaxi leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - ST Huaxi (002630) closed at 2.87, up 5.13% with a trading volume of 604,700 shares and a turnover of 172 million yuan [1] - Aikesaibo (688719) closed at 44.63, up 3.62% with a trading volume of 59,300 shares and a turnover of 263 million yuan [1] - Shanghai Electric (601727) closed at 8.88, up 3.14% with a trading volume of 2,667,600 shares and a turnover of 2.348 billion yuan [1] - Other notable stocks include Keda (002518) at 45.06 (+2.88%), Oulu Tong (300870) at 220.99 (+2.81%), and ST Yishite (300376) at 5.78 (+1.58%) [1] Capital Flow - The other power equipment sector experienced a net outflow of 415 million yuan from institutional investors, while retail investors saw a net inflow of 342 million yuan [2] - The capital flow for key stocks shows that Shanghai Electric had a net inflow of 17.5 million yuan from institutional investors, while ST Huaxi had a net inflow of 27.7 million yuan [3] - Aikesaibo and Keda also saw net inflows from retail investors, indicating interest in these stocks despite the overall sector outflow [3]