证券代码：002235 证券简称：安妮股份 厦门安妮股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------|---------------------------------|------------------------------------------------------| | | | | | 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 | 招商证券 李宏鹏 | | | 人员姓名 | | | | 时间 | 2015 年 5 月 6 日上午 | 10：30-11：30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 叶泉青 | | | 员姓名 | 证券事务代表 谢蓉 | | | 投资者关系活动 | | 调研公司发展和行业情况（以调研机构提问，公司高管回答 | | 主要内容介绍 | 的方式展开） | ...

证券代码：002235 证券简称：安妮股份 厦门安妮股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------|---------------------------------|------------------------------------------------------| | | | | | 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 | 华安基金 康平 钱坤 崔莹 | | | 人员姓名 | 尊润资本 陈光伟 | | | 时间 | 2015 年 5 月 4 日下午 | 13： 30-15：00 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 叶泉青 | | | 员姓名 | 证券事务代表 谢蓉 | | | 投资者关系活动 | | 调研公司发展和行业情况（以调研机构提问，公司高管回答 | | 主要 ...

证券代码：002235 证券简称：安妮股份 厦门安妮股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |----------------|---------------------------------|------------------------------------------------------| | | | | | 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 | 西部证券 郑峰 | | | 人员姓名 | 宏铭投资 郑琢璞 | | | | 兴聚投资 白铂 | | | | 方正证券 李蕤宏 | | | | 建信基金 吴尚伟 | | | 时间 | 2015 年 5 月 8 日下午 | 14：00-15：30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 叶泉青 | | | 员姓名 | 证券事务代表 谢蓉 | | | 投资 ...

Group 1: Company Overview - Anxi Co., Ltd. was established in 2012, focusing on AR application development using widely available hardware such as smartphones and tablets [2] - The company is involved in A-round financing, with B-round financing currently under negotiation, and is expected to be valued at 300-400 million RMB [2] Group 2: AR and VR Comparison - The fundamental difference between AR and VR lies in their approach to human-computer interaction; VR provides a completely virtual experience with no external interaction, while AR enhances the real world with additional information [2] Group 3: Competitive Advantages in AR - The company has several advantages in the AR content field: 1. It was the first to integrate game-quality art into AR, producing high-quality works [3] 2. It possesses core algorithms that allow for rapid adaptation across various platforms and efficient computation, essential for delivering a good user experience [3] 3. The company has a complete talent pool for application production, eliminating the need for outsourcing [3] 4. It benefits from a first-mover advantage, keeping pace with industry technological growth [3]

Group 1: Company Overview - The company primarily focused on standard products for business information paper, but will gradually reduce the proportion of standard products while maintaining customized products and significantly developing internet digital marketing business [2]. - The acquisition of 51% stake in Weimengxiang has been completed, which is expected to positively impact the company's future performance [2]. Group 2: Industry Regulations - The recent halt in internet lottery sales is due to a notification from the Ministry of Finance, Ministry of Civil Affairs, and General Administration of Sport, requiring self-examination and rectification, and the company is actively cooperating with regulatory authorities [2]. Group 3: IoT Business - The company's IoT business has practical applications in various fields, including animal husbandry, intelligent transportation, and logistics, but it is not currently a business focus as the market space is still being explored [2].

Group 1: Company Overview - The main business of the company was primarily standard products for business information paper, but it plans to gradually reduce the proportion of standard products while maintaining customized products [1] - The company is actively developing its internet digital marketing business [2] Group 2: Acquisition Details - The acquisition of 51% equity in Weimengxiang has been completed, which focuses on operating social platforms like Weibo and WeChat to attract users and provide comprehensive mobile internet marketing solutions [2] Group 3: Financial Performance - The company reported losses in 2014 due to several reasons: - Increased competition in the old business leading to a significant revenue decline [2] - Accelerated transformation efforts, including the cessation of production at Hunan Annie Special Coated Paper and asset impairment provisions, which significantly impacted 2014 performance [2] - Increased efforts in disposing of idle assets, resulting in a substantial profit decrease [2] Group 4: IoT Business Development - The company has practical applications in various fields, including animal husbandry, intelligent transportation, and logistics, with a broad future market potential [3]