编号：201702 证券代码：002421 证券简称：达实智能 深圳达实智能股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------------------|------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------| | 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 \n□其他 （请文字说明其他活动内容） | | | | 本次调研共有 10 | 位机构投资者及研究员报名参加。 | | 参 与 单 位 名 ...

证券代码：002421 证券简称：达实智能 编号：201701 1 深圳达实智能股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------------------|----------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | 构投资者及行业研究员报名参加。 | 本次调研由约调研数据平 ...

编号：201705 证券代码：002421 证券简称：达实智能 深圳达实智能股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|----------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 动类别 | ■ □ □ □ 现场参观 | 特定对象调研 □分析师 ...

证券代码：002421 证券简称：达实智能 编号：202003 深圳达实智能股份有限公司 2020 年 06 月 08 日投资者关系活动记录表 | --- | --- | --- | |---------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------| | | | | | | | | | 投资者关系活 动类别 | □ □ □ □ ■其他 （线上直播调研） | 特定对象调研 □分析师会议 媒体采访 □业绩说明 ...

编号：202004 证券代码：002421 证券简称：达实智能 深圳达实智能股份有限公司 2020 年 07 月 08 日投资者关系活动记录表 | --- | --- | --- | |-------------------------|--------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 动类别 | □ □ □ □ ■其他 （线上直播调研） | 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 □电话沟通 | | 参与单位名称 及人员姓名 | 刘凯等 283 | ...

编号：201801 1 证券代码：002421 证券简称：达实智能 深圳达实智能股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|-------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002421 证券简称：达实智能 编号：201905 深圳达实智能股份有限公司 2019 年 11 月 12 日投资者关系活动记录表 | --- | --- | --- | |------------------------------|---------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 动类别 | □ □ □ ■ 现场参观 □ | 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 其他 （请文字说明其他活动内容） | | 参与单位名称 及人员姓名 | | 中金公司 夏雪、徐之凯；深圳前海上证资本管理有限公司 陈宏亮；前海年 丰 ...

Group 1: Company Overview - Das Intelligent aims to become a trusted smart IoT solution provider in the 5G era, adhering to the mission of "connecting everything" and the value of "benefiting the world" [2] - The company focuses on developing a replicable AIoT management platform, supported by self-developed smart IoT terminal products [2] Group 2: Project Updates - Currently, the company has three PPP projects: Taojiang People's Hospital, Hongze People's Hospital, and Huainan City San Nan New District Comprehensive Hospital, with progress reported as smooth [3] - The construction amount for Hongze People's Hospital is 1.57 billion, with a current progress of approximately 30% [3] Group 3: Financial Health - The company's debt ratio is around 55%, with a strategy to shift from short-term to medium- and long-term financing [3] - After project completion, the debt ratio is expected to decrease further [3] Group 4: Environmental Initiatives - The company’s EMC energy-saving segment aims to reduce carbon emissions and meet green building standards, contributing to the carbon neutrality concept [4] - Das Intelligent's headquarters, Das Building, is recognized as China's first "dual standard, three certifications" green smart building, achieving the highest levels of green building certification [4] Group 5: Employee Incentives - The stock incentive plan includes a lock-up period of three years, with the grant price set at the higher of the average trading price before the announcement or 50% of the average price over the previous 20 trading days [4]

Group 1: Company Overview and Market Position - Das Smart is a leading provider of smart IoT products and solutions in China, with a competitive landscape shifting towards larger companies as smaller firms are gradually eliminated [2][3] - The company has established a unique three-tier innovation system focusing on technological, product, and solution innovation, serving over 3,000 projects across more than 200 cities in over 30 provincial-level regions [3][4] Group 2: Financial Performance - In the first three quarters of 2021, the company reported a revenue of CNY 2.35 billion, representing a year-on-year growth of 12.58%, while net profit reached CNY 247 million, up by 17.03% compared to the previous year [6] Group 3: Customer Base and Revenue Concentration - The customer base includes a significant proportion of public hospitals and government institutions, with the top five customers accounting for 13.48% of total revenue in the first nine months of 2021 [3][5] Group 4: Research and Development - The company maintains a strategic focus on R&D, with a three-tier pyramid structure for innovation, including a post-doctoral research station for forward-looking research and a joint training center for product development [4][5] Group 5: Strategic Investments and Future Plans - The company is open to introducing strategic investors and actively seeks collaborations to create value for shareholders [4][5] - Plans are underway to replicate the success of the Hefei Das Industrial Park, aiming to create a "near-zero energy" smart industrial park [5][6]

Group 1: Company Overview and Core Competencies - The company has 27 years of experience in providing IoT solutions, optimizing services across various stages from planning to after-sales [2] - It has established a comprehensive product service system and continuously increases R&D investment to meet customer needs [3] - The company has built a strong brand image through long-term investment in market systems and brand development [3] Group 2: Financial Performance and Funding - In the first three quarters of 2022, the company achieved revenue of 2.337 billion, maintaining stability compared to the previous year, with a net profit of 156 million [5] - R&D investment in 2021 was approximately 141 million, accounting for 4.52% of the annual revenue [4] - The company plans to use funds from the recent private placement for projects including the upgrade of the AIoT platform and low-carbon energy-saving applications [4] Group 3: Market Position and Product Segmentation - The company holds a leading position in key application areas such as smart hospitals (40% of revenue), building and enterprise parks (30%), and rail transit and data centers (30%) [5] - The company’s main products are IoT systems and overall solutions, with no authoritative data on market share due to the highly fragmented nature of the industry [3] Group 4: Challenges and Future Outlook - The company faces challenges such as lower profit margins from certain projects and increased costs due to the pandemic, impacting overall profitability [5] - Future plans include increasing R&D investment in proprietary products and becoming a leader in the smart IoT sector in China [4]