证券代码：002654 证券简称：万润科技 编号：2016-01 深圳万润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 | | | | □媒体采访 | □业绩说明会 | | 投资者关系活 | □新闻发布会 □路演活动 | | | 动类别 | □现场参观 | | | | □其他 | | | | 东北证券股份有限公司 | 赖彦杰、邹兰兰、陶金 | | | 国信证券股份有限公司 詹俊鹏、李依蓉 | | | | 广州广证恒生证券研究所有限公司 | 肖明亮 | | | 西南证券股份有限公司 | 杨镇宇 | | | 招商证券股份有限公司 | 刘怡君 | | | 宝盈基金管理有限公司 | 赵睿、方仲姬 | | 参与单位名称 | 南方基金管理有限公司 汪径尘 | | | 及人员姓名 | | 深圳东 ...

Group 1: Company Overview - The company is Shenzhen Wanrun Technology Co., Ltd., with stock code 002654 and abbreviation Wanrun Technology [1] - The company is transitioning towards the internet advertising media industry while maintaining stable growth in its traditional LED business [3][4] Group 2: Strategic Focus - The company aims to build a full industry chain in internet advertising media, focusing on creative planning, technology platforms, data mining, and media resources [3] - The company plans to extend its operations into upstream vertical industries while integrating with internet advertising media [3] Group 3: Financial Performance - In 2015, the company's R&D investment was approximately 41.65 million yuan, accounting for 4.96% of its operating revenue [3] - The traditional LED business is expected to maintain stable growth, particularly in niche areas like rail transit lighting and energy management contracts [3] Group 4: Competitive Advantages - The company possesses strong R&D capabilities, being a national high-tech enterprise with over a hundred patents and several proprietary core technologies [3] - The company’s products are positioned in the mid-to-high end market, ensuring high reliability and stability, which has facilitated entry into the supply chains of well-known brands [4] Group 5: Market Positioning - The company focuses on high-quality products and targets large, strong clients, which has helped it secure partnerships with major brands like Konka and China CRRC [4] - The company has not yet entered the OLED market but is monitoring its development [4]

证券代码：002654 证券简称：万润科技 编号：2016-04 深圳万润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 | | | √媒体采访 | □业绩说明会 | | 投资者关系活 | □新闻发布会 | □路演活动 | | 动类别 | □现场参观 | | | | □其他 | | | 参与单位名称 及人员姓名 | 证券时报 水菁 | 周少杰 | | 时间 | 2016 年 9 月 19 日 | 14：30 至 16： 00 | | | | | | 地点 | | 深圳市福田区福华路北深圳国际交易广场 1812-1816 号会议室 | | 上市公司与会 人员姓名 | 理黄仁江 | 公司副董事长、副 ...

证券代码：002654 证券简称：万润科技 编号：2016-05 深圳万润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 | | | √媒体采访 | □业绩说明会 | | 投资者关系活 | □新闻发布会 | □路演活动 | | 动类别 | □现场参观 | | | | □其他 | | | 参与单位名称 及人员姓名 | 每日经济新闻 | 王志福 | | 时间 ...

Company Overview - Wanrun Technology was established in 2002, primarily engaged in LED business, and successfully listed on the SME board in 2012 [3] - In 2013, the company established an investment department to facilitate transformation and upgrade through external expansion [3] - In mid-2015, the company decided to transition to the internet advertising media industry after researching several sectors [3] Strategic Transformation - The company aims to create a closed-loop internet advertising media industry chain, integrating creative planning, data mining, programmatic buying, channel placement, and media resources [4] - Wanrun Technology has already acquired Ding Sheng Yi Xuan and Yi Wan Wireless, and has invested in Bo Tu Advertising, with ongoing acquisition of digital marketing company Wan Xiang Xin Dong [3][4] Financial Performance - The core business of Wan Xiang Xin Dong, a mobile internet marketing company, accounts for 75% of total revenue, primarily from precise advertising placement and application distribution [4] - The company expects significant growth in revenue, with Yi Wan Wireless projected to exceed its performance commitment of 32.5 million yuan, achieving 42.71 million yuan by the end of the year [6][7] Market Expansion - The company is focusing on overseas markets, particularly Southeast Asia, to leverage a time window advantage of 3-4 years compared to domestic markets [5] - The selection of overseas targets will consider both domestic companies with overseas traffic resources and purely overseas entities [5] Management and Operational Strategy - The management team is adjusting to the increased focus on internet business, with recent board changes to enhance expertise in financial and operational management [5] - The company emphasizes the importance of execution capability in potential acquisition targets, avoiding over-reliance on individual leadership [6] Future Outlook - The internet business has already surpassed the LED business in profitability, becoming a key growth driver [6] - The company plans to continue refining its internet advertising media industry chain while also optimizing its LED business to ensure stable performance [6]

证券代码：002654 证券简称：万润科技 编号：2017-01 深圳万润科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |----------------------|----------------------------|----------------------------------|----------------| | | | | | | | √特定对象调研 | □分析师会议 | | | | □媒体采访 | □业绩说明会 | | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | | □现场参观 | | | | | □其他 | | | | | 招商证券股份有限公司 | | 林起贤 | | | | 新疆前海联合财产保险股份有限公司 | 肖睿、李伟 | | | 深圳沃伯格投资控股有限公司 | | 郑奇国、代琴梅 | | 参与单位名称及人员姓 | 新沃基金管理有限公司 | | 陈赋斌 | | 名 | 鹏华基金管理有限公司 | | 贺宁 | | | 股银融资有限公司 | | 周杰明 | | | 深圳市玖歌资本管理有限公司 | | 范艳、张晓 ...

Company Overview - Shenzhen Wanrun Technology Co., Ltd. primarily engaged in LED lighting and packaging, with a focus on business transformation since 2014 through vertical and cross-border mergers and acquisitions [2][3] - Acquired multiple companies to expand into advertising and media sectors, including Dayang Optoelectronics in 2015 and Xinyi Media in 2018 [2][3] Financial Performance - In the first half of 2020, the company achieved revenue of CNY 1.915 billion, a slight decrease of 1.20% year-on-year [3] - Net profit attributable to shareholders was CNY 39.25 million, down 63.74% year-on-year; however, adjusted operating net profit was CNY 56.90 million, a decline of 14.64% from the previous year [3] Risks and Management - The company faces potential goodwill impairment risks due to macroeconomic conditions and integration challenges from acquisitions [4] - Plans to enhance post-investment management processes and closely monitor subsidiary performance to mitigate risks [4] Strategic Focus - The company will continue to prioritize both LED and advertising media businesses, with a focus on high-end products and expanding into urban public lighting and landscape lighting [6] - Emphasis on resource integration and optimization among subsidiaries to enhance competitive advantages in the advertising sector [6][7] Support and Governance - The company has received significant support from its controlling shareholder, Hubei Hongtai State-owned Capital Operation Group, particularly in management and financial aspects [5] - Established a party committee to strengthen governance and align with state-owned enterprise management principles [5] Product Development - The 5G smart lamp product is currently in the small-batch trial production stage [4] - Mini LED products have achieved small-scale supply [7]

证券代码：002654 证券简称：万润科技 编号：2018-02 深圳万润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 | | | √媒体采访 | □业绩说明会 | | 投资者关系活 | □新闻发布会 | □路演活动 | | 动类别 | □现场参观 | | | | □其他 | | | 参与单位名称 及人员姓名 | 上海证券报 | 郎振、乔翔、陆桂玲、赵智源 | | | | | | 时间 | 2018 年 1 月 16 日 | 11:00-12:00 | | 地点 | | 深圳市福田区福华路北深圳国际交易广场 1812-1816 号会议室 | | 上市公司接待 | | 公司副董事长、总裁郝军；董事、董事会秘书邵立伟； | | 人员姓名 ...

证券代码：002654 证券简称：万润科技 编号：2018-01 深圳万润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 | | | □媒体采访 | □业绩说明会 | | 投资者关系活 | □新闻发布会 | | | 动类别 | □现场参观 | | | | □其他 | | | | 天风证券股份有限公司 | 潘柬、温玉璋 | | | 上海华信证券有限责任公司 | 何俊锋 | | 参与单位名称 | 申万菱信基金管理有限公司 | 蒲延杰 | | 及人员姓名 | 华夏久盈资产管理有限责任公司 | 宫永建 | | | 方正证券股份有限公司 | 李红生 | | | 兴证证券资产管理有限公司 | 杨亦 | | 时间 | 2018 年 1 月 11 日 | | | 地点 | 深圳市福田区福华路 ...

证券代码：002654 证券简称：万润科技 深圳万润科技股份有限公司投资者关系活动记录表 编号：2020-01 | --- | --- | --- | |--------------|--------------------------|-------------------------------------------------------------------| | | | | | | R | 特定对象调研 □分析师会议 | | 投资者关系活 | £ | 媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | 动类别 | □ 现场参观 | | | | £ 其他 | | | | 国泰君安证券股份有限公司 | 段海峰 | | 参与单位名称 | 中泰证券股份有限公司 | 徐稚涵 | | 及人员姓名 | 深圳跨越基金管理有限公司 | 梁纯杰 | | | 唐胜利 | | | 时间 | 2020 年 5 月 18 | 日 16:00-17:00 | | | | 深圳市福田区福华一路大中华国际交易广场东座 1812-1816 号（万润 | | 地点 | 科技会议室） | | | 上市公司接待 | ...