证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 编号：2015-033 | --- | --- | --- | |----------------|----------------------------|-----------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 □分析师会议 | | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 海通证券：谢亚彤； 国信证券：杨歆，胡晓寒，李信军； | | 人员姓名 | | 友邦中国：周烁君； 宝盈基金：赵睿； | | | | 凯基证券：魏宏达； 光彩资本：谢荣； | | | | | | | | 国寿安保基金：张标； 中信建投：丰亮； | | | | 佳银基金：舒林； 前海成恩资本：刘宗葆； | | | | 工银瑞信：王君正； 前海开源基金：吴国清； | | | | ...

证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 编号：2015-026 | --- | --- | --- | |----------------|-----------------------------------|-----------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 □分析师会议 | | | 类别 | □ 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | | 平安证券：王猛； 交银施罗德：郭斐； | | 人员姓名 | | 中欧基金：钟鸣； 国联安基金：潘明； | | | | 长城基金：乔春； 景顺长城：胡晓露； | | | | 景泰利丰投资：杨晓虎； 银泰证券：陈文平； | | | | 平安大华基金：胡昆明； 创金合信基金：周志敏 李龑。 | | 时间 | 2015 年 6 月 25 | | | 地点 | ...

编号：2015-024 证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | J.P.Morgan | ：郭彦麟。 | | 人员姓名 | | | | 时间 | 2015 年 6 月 19 | 日 | | 地点 | 得润电子深圳天安办公室 | | | 上市公司接待人 | | | | 员姓名 | | 董事会秘书 王少华，证券事务代表 贺莲花。 | | 投资者关系活动 | | 双方就公司的基本情况及公司发展战略等进行了沟通和交流。 | | 主要内容介绍 | ...

证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 编号：2016-021 | --- | --- | --- | |-----------------------|------------------------|----------------------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | SMBC NIKKO SECURITIES:SHUN CAI,RYOSUKE KATSURA. | | 人员姓名 | | | | 时间 | 2016 年 7 月 4 | 日 | | 地点 | 得润电子深圳天安会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书 王少华，证券事务代表 贺莲花。 | | 投资者关系活动 | | 问 ...

编号：2016-018 证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-------------------------|----------------------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中金公司：薛建民； | | | 人员姓名 | 马丁可利投资：莊明。 | | | 时间 | 2016 年 5 月 25 | 日 | | 地点 | 得润电子深圳天安会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书 王少华，证券事务代表 贺莲花。 | | 投资者关系活动 | | 问：请先介绍一下公司的整体业务状况。 | | | | ...

证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------|-----------------------------------------------------------------------------------------------------------------| | | | 编号： 2016-010 | | 投资者关系活动 类别 | √ 特定对象调研 | □ 分析师会议 | | | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 铭基国际投资：祝泉。 | | | 时间 | 2016 年 2 月 | 24 日 | | 地点 | 得润电子深圳天安会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书 王少华，证券事务代表 贺莲花。 | | 投资者关系活动 | ...

Group 1: Company Overview - Shenzhen Derun Electronics has established three main business groups: home appliances and consumer electronics, automotive electronics, and electrical vehicle networking [2] - The automotive business is a strategic focus, aiming to create customer and product platforms [2] - The acquisition of Italian company Meta aims to provide products and services to leading European automotive brands [2] Group 2: Business Development and Strategy - The company plans to accelerate the introduction of new energy charging modules and vehicle networking services in the domestic market [2] - Collaboration with various partners in China will be deepened to enhance the vehicle networking business [2] - The vehicle networking business is expected to develop rapidly, leveraging Meta's mature hardware and data platforms [2] Group 3: Product and Market Insights - The Type C product market has significant replacement demand, and the company is a technology leader in high-speed transmission [3] - The UBI insurance model is supported by Meta's comprehensive product line, which includes a driving scoring system and accident reconstruction technology [3] - Meta's vehicle charging module boasts over 95% efficiency and has been recognized by PSA Group as a global supplier for their new electric and hybrid vehicle platforms [3]

Group 1: Company Overview and Product Offerings - The company has a mature and complete automotive-grade product line and big data analytics platform, providing comprehensive system solutions for customers [2] - The core driving score system and accident scene restoration technology have been validated in the European market for over a decade, reducing trial and error costs [2] - The smart box can directly reduce costs for insurance companies, expand user base, and improve renewal rates, making it the most mature UBI insurance product available [2] Group 2: Business Model and Market Development - The current profit model primarily relies on hardware product sales and subsequent data services, with future exploration of more methods based on the big data platform [3] - The company is leveraging mature product technology and operational models from Meta to promote its development in the Chinese market, having established partnerships with companies like Taibao and Didi [3] - The automotive business has high barriers to entry, long cycles, and good stability, with the company achieving initial results in its layout, indicating a growing contribution to overall business [3]

Group 1: Business Overview - The company has developed three main business segments: consumer electronics, automotive electronics, and vehicle networking, all progressing smoothly with a good overall operating condition [2][3]. - The home appliance sector continues to grow steadily, while other consumer electronics areas, including computers, FPC, and LED, show clear development trends [2]. Group 2: Automotive Business Focus - The automotive segment is a strategic focus, supplying high-end brands like FAW-Volkswagen and expanding into domestic independent brands with products such as automotive connectors and wiring harnesses [3]. - Acquisitions of Italian companies Plati and Meta are aimed at supplying automotive electronic products to major brands like BOSCH and CONTINENTAL, with plans to enhance the product application range [3]. Group 3: Vehicle Networking Development - The vehicle networking business will focus on internet application services, leveraging mature product technologies and operational models from the Meta company to promote development in the Chinese market [3]. - A joint venture with Taikang Insurance has been established to pilot vehicle networking services in multiple cities, with expectations for rapid growth in this sector [3]. Group 4: Future Plans and Investments - The company has been designated as a global supplier for PSA's new generation electric and hybrid vehicle platform, indicating plans to expand its domestic business in the automotive sector [4]. - The company's fundraising application has been approved by the China Securities Regulatory Commission, and it is awaiting formal approval to initiate the fundraising process [4].

证券代码：002055 证券简称：得润电子 深圳市得润电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------|----------------------------------------------------------| | | | 编号： 2016-008 | | 投资者关系活动 类别 | √ 特定对象调研 | 分析师会议 | | | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | | 海通证券：邓学，谢亚彤； 友邦保险：周烁君，谢文超； | | | | 易方达基金：叶正，郭杰； 冠丰资产：范宇，周策； | | | | 中欧基金：袁维德，钟鸣； 华商基金：李贺，赵媛媛； | | | | 国信证券：李亚军，王齐昊，钟宇，吕科； | | | | 第一创业证券：王庆莉，郑建林；东莞证券：柯开明，刘湘； | | | | 华银精治资产：谭 ...