EDIFIER 漫步者 深圳市漫步者科技股份有限公司 投资者关系活动记录表 证券代码：002351 证券简称：漫步者 深圳市漫步者科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|--------------------------|----------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ 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） | | | | 广发证券、兴业证券、摩根士丹利华鑫基金、华润元大基 | | | | 金、融通基金、景顺长顺、广州昭时投资、明达资产、深 | | 参与单位名称 及人员姓名 | | 圳恒运盛投资、远洋资本、深圳贝富盛资产管理、民生通 | | | | 惠资产管理、银河投资、吉富创业投资、广东辰阳投资管 | | | 理、君赢投资、吉田投资等 | 18 家机构共 ...

Group 1: Company Strategy and Business Focus - The company is shifting its focus beyond traditional multimedia speakers and headphones to explore opportunities in external expansion and the Internet+ model [3] - In December 2014, the company made a significant decision regarding asset restructuring, which was ultimately terminated due to key issues, but it will continue to seek suitable complementary targets [3] - A new joint venture focused on air purifiers is being established, with registration nearing completion and promising R&D results [3] Group 2: Internet+ Initiatives - The company aims to leverage the Internet+ trend, being the sole partner of Tencent in launching the QQ Music Inside Wi-Fi speaker and signing a strategic cooperation agreement with Ximalaya [4] - Future collaborations with other resource-rich companies are planned to expand its presence in the Internet music industry [4] - The company will continue to produce traditional speakers while introducing new Bluetooth and Wi-Fi enabled products, responding to the growing demand for headphones [4] Group 3: Environmental and External Expansion - The company is focusing on the environmental sector, particularly air purifiers, which are expected to launch within the year under the LIFA AIR brand, while the EDIFIER brand will remain dedicated to audio products [5] - Investment decisions are made based on comprehensive analysis, targeting stable return companies during economic downturns and high-growth companies representing future directions [5] Group 4: Automotive Audio Market - The company is targeting the aftermarket for automotive audio systems, promoting the "lossless replacement" concept, which is gaining recognition [6] - There is potential for significant growth in the aftermarket as automotive culture develops in China, and the company is positioning itself accordingly [6] - Brand recognition and sales channels for automotive audio products are challenges that may be addressed through acquisitions in the future [6]

深圳市漫步者科技股份有限公司 投资者关系活动记录表 EDIFIER 漫步者 证券代码：002351 证券简称：漫步者 深圳市漫步者科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|------------------------------------------------------------| | | | 特定对象调研 □分析师会议 | | 投资者关系 | | □媒体采访 □业绩说明会 | | 活动类别 | □ | 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 | | 招商证券、长城证券、光大证券、博时基金、招商证券资管、中 | | 及人员姓名 | | 山证券资管、保银投资、深圳广聚恒升投资管理公司共 12 人 | | 时间 | 2015 年 11 月 25 | 日 | | 地点 | 深圳公司办公室 | | | 上市公司 | | | | 接待人员 | | 董事会秘书李晓东，记录叶晓聪 | | 投资者关系活动 | 一、云音响 ...

EDIFIER 漫步者 深圳市漫步者科技股份有限公司 投资者关系活动记录表 证券代码：002351 证券简称：漫步者 深圳市漫步者科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|----------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ | 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 | | 南方基金、中信证券、国金证券、广发证券、钱爸爸基金 | | 及人员姓名 | 共计 6 人 | | | 时间 | 2014 年 11 月 10 | 日下午 14:00 | | 地点 | 东莞松山湖漫步者工业园 | 5 层会议室 | | 上市公司 | | | | 接待人员 | | 董事会秘书李晓东，记录叶晓聪 | | 投资者关系活动 | 问 | ...

Group 1: Company Overview - Edifier is a publicly listed company with the stock code 002351 [1] - The investor relations activity took place on January 21, 2015, at the Shenzhen office [2] Group 2: Business Expansion and Strategy - The possibility of expanding traditional business is low; future efforts may focus on new product categories and industries [3] - The company is open to collaborations with large internet companies through various forms such as mergers, hardware-software partnerships, and brand alliances [3] Group 3: Product Development - WiFi speakers are expected to be launched in the market soon, although their prospects compared to Bluetooth speakers are uncertain [3] - The company does not plan to engage directly in engineering projects related to home audio systems [3] Group 4: Environmental Investment - The company is particularly interested in investing in environmental projects due to national support for the industry and public concern for air, water, and food safety [4] - The automotive audio market is seen as promising, but growth is currently hindered by national regulations and consumer habits [4] Group 5: Compliance and Communication - During the investor meeting, the company adhered to regulations and did not disclose any undisclosed significant information [4] - A commitment letter was signed by the research personnel as per the requirements of the Shenzhen Stock Exchange [4]

Group 1: Product Focus - The company emphasizes the quality and sound of its headphones, noting that the impact of celebrity branding on sales is minimal due to significant market positioning and price differences [2] - The smart cloud speaker, developed in collaboration with Alibaba Cloud, has successfully entered the market and is part of the smart home ecosystem [3] - The first batch of LIFAair air purifiers is expected to launch for sale in early December [3] Group 2: Investor Relations - The investor relations activity took place on November 3, 2015, at the company's Shenzhen office, attended by representatives from Dunhe Asset Management [2] - The meeting was conducted in compliance with regulations, ensuring no undisclosed significant information was leaked, and a commitment letter was signed as required by the Shenzhen Stock Exchange [3]

深圳市漫步者科技股份有限公司 投资者关系活动记录表 EDIFIER 漫步者 证券代码：002351 证券简称：漫步者 深圳市漫步者科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|----------------------------------------------------------| | | | 特定对象调研 □分析师会议 | | 投资者关系 | 媒体采访 □业绩说明会 | | | 活动类别 | □ 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 | | 国泰君安证券、嘉实基金、中投证券、深圳市中金蓝海资管公司 | | 及人员姓名 | 和每日经济新闻共 | 5 人 | | 时间 | 2016 年 6 月 21 | 日 | | 地点 | 深圳公司办公室 | | | 上市公司 | | | | 接待人员 | | 董事会秘书李晓东、证券事务代表贺春雨，记录叶晓聪 | | 投资者关系活动 | | 李晓东先生介绍公司近况及回答提 ...

Group 1: Audio Products - The "EDIFIER" brand focuses on the audio field, actively adjusting product structure and developing new products such as portable speakers and Bluetooth speakers to mitigate the decline in traditional multimedia speaker demand [3] - The company has collaborated with internet platforms to launch multiple "Wi-Fi Cloud" speakers, with features improving through several iterations [3] - Recently, the company acquired an 18.1% stake in AUDEZE LLC, a top American planar headphone manufacturer, enhancing its product lineup in the mid-to-high-end headphone market [3] Group 2: Automotive Audio - Automotive audio remains concentrated in the aftermarket "lossless replacement" business, indicating a niche market focus [3] Group 3: Air Purifiers - The company is expanding into the air purification market through a joint venture with a Finnish company, LIFAair, aiming to leverage advanced technology and experience in air purification [4] - LIFAair has increased R&D and advertising investments this year, launching several innovatively designed air purification products [4] Group 4: Investor Relations - The investor relations activity took place on September 23, 2016, at the Shenzhen company office, with participation from nine institutions including CITIC Securities and Dongfang Securities [2] - The meeting was conducted in compliance with regulations, ensuring no significant undisclosed information was leaked [4]

深圳市漫步者科技股份有限公司 投资者关系活动记录表 EDIFIER 漫步者 证券代码：002351 证券简称：漫步者 深圳市漫步者科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|----------------------------------------------------------| | | | 特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ 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 | | 海通证券、瀚信资产、民森投资共 3 人 | | 及人员姓名 | | | | 时间 | 2016 年 11 月 16 | 日 | | 地点 | 深圳公司办公室 | | | 上市公司 | | | | 接待人员 | | 董事会秘书李晓东，证券事务代表贺春雨 | | 投资者关系活动 | | 李晓东先生介绍公司近况及回答提问内容概括如下： | | 主要内容介绍 | 一、 ...