Group 1: Company Performance - The company's half-year performance showed a year-on-year growth of 80.47%, with a non-recurring profit growth of 114.6% [3] - The quarterly performance forecast indicates a year-on-year growth of 80% to 100% [4] Group 2: Industry Context - The industry is experiencing significant downward pressure, with many companies facing growth challenges [3] - Competitors in the industry have seen a notable decline in product gross margins, indicating intensified competition [4] Group 3: Strategic Initiatives - The company is actively expanding production capacity and does not rule out large-scale expansion based on market conditions [5] - The acquisition of Oupanda has been successful, and the company plans to further strengthen its merger and acquisition strategy [5] Group 4: Investment in Technology - The company invested in Autu Technology, holding a 17.77% stake, to participate in the new mobile smart terminal industry chain [6] - Autu Technology launched the Cool Glass, the first augmented reality smart glasses in China, enhancing the company's product line in the wearable technology sector [6][7]

证券代码：002681 证券简称：奋达科技 深圳市奋达科技股份有限公司 投资者关系活动记录表 编号：20150901 | --- | --- | --- | |----------------|-----------------------------|---------------------------------| | | | | | 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 | 通晟资产：张烨 | | | 人员姓名 | 华鑫基金：缪东航 | | | | 银华基金：郭思捷 | | | 时间 | 2015 年 9 月 1 日 | | | 地点 | 奋达科技园 | | | 上市公司接待人 | 谢玉平、周桂清 | | | --- | --- | |----------------|------------------------------------------------------| | 员姓 ...

证券代码：002681 证券简称：奋达科技 深圳市奋达科技股份有限公司 投资者关系活动记录表 编号：20150424 | --- | --- | --- | |----------------|--------------------------|---------------------------------| | | | | | 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 | 大成基金：李本刚 | | | 人员姓名 | 鹏华基金：谢书英 | | | | 益民基金：唐嘉奕 | | | | 广发基金：严力 | | | | 中银基金：罗佶嘉 | | | | 昱锋同创：徐永锋、胡因子 | | | --- | --- | |----------------|--------------------------------------------------------------------------- ...

证券代码：002681 证券简称：奋达科技 深圳市奋达科技股份有限公司 投资者关系活动记录表 编号：20151208 | --- | --- | --- | |------------|-----------------------------------|-------------------------------------------------------| | | | | | | √ 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 | | | | □新闻发布会 □路演活动 | | | 活动类别 | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | 参与单位名 | | 南方基金：吴冉劼； 西南证券：杨振宇 | | | | 嘉实基金：汤舒婷； 兴业证券：周诗刚 | | 称及人员姓 | | 招商基金：王奇伟； 华林证券：冯留军 | | 名 | | 大成基金：冯文光； 东北证券：邹兰兰、陶金、赖彦杰 | | | | 信达澳银基金：朱莉娜； 中投证券：段玮婧 | | | | 鹏华基金：陈璇淼； 国泰君安：邓睿 | | | | 前海开源基金：吴 ...

证券代码：002681 证券简称：奋达科技 深圳市奋达科技股份有限公司 投资者关系活动记录表 编号：20141120 | --- | --- | --- | |----------------|--------------------------|---------------------------------| | | | | | 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 | 国投瑞银：孙文龙 | | | 人员姓名 | 银河基金：江宇昆 | | | | 上投摩根：黄进 | | | | 上海泓湖投资：易盛 | | | | 齐鲁证券:林照天 | | | | 吉田投资：谭龙 | | | 时间 | 2014 年 11 月 20 | 日 9 时—— 12 时 | | 地点 | 奋达科技园 | | | 上市公司接待人 | 谢玉平、周桂清 | | | 员姓名 | | | | --- | --- | |---- ...

证券代码：002681 证券简称：奋达科技 深圳市奋达科技股份有限公司 投资者关系活动记录表 编号：20150123 | --- | --- | --- | |----------------|------------------------|---------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | 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） | | 参与单位名称及 | 国投瑞银：武天详 | | | 人员姓名 | 华商基金：吴明鉴 | | | | 海富通：施敏佳 | | | | 融通基金：薛继颖 | | | | 信达澳银：尹哲、张培培 | | | | 光证资管：王海军 | | | --- | --- | |----------------|--------------------------------------------------------| | | 上投摩根：黄进 \n宏源证券：王 ...

Group 1: Company Overview - The company is Shenzhen Fenda Technology Co., Ltd., with stock code 002681 and abbreviation Fenda Technology [1]. Group 2: Investor Relations Activity - The investor relations activity took place on January 29, 2015, at Fenda Technology Park [3]. - Participants included representatives from various investment firms such as Nuode Fund and Minsheng Jia Yin [2][3]. Group 3: Business Performance Insights - Oupanda's performance saw explosive growth in the second half of 2014, driven by: - The overall industry experiencing rapid growth, with a significant increase in the adoption of metal exterior components in high-end mobile devices [3][4]. - Projects developed in the second half of 2013 and the first half of 2014 reaching mass production in the latter half of 2014 [3]. - A notable shift in product structure, with higher-priced products like mid-frames gaining a larger market share [4]. Group 4: Competitive Advantages - Oupanda's unit CNC machine output value is significantly higher than the industry average due to: - Being a "Design-in" level supplier, allowing for higher profit margins and differentiation [4]. - Strong technical capabilities and a high yield rate compared to domestic peers [4]. - Enhanced labor efficiency through the modification of general equipment for specific product processing [4]. Group 5: Future Expectations - The management team is optimistic about Oupanda's performance in 2015, citing a high industry prosperity index [4]. - The acquisition of Oupanda has passed regulatory review, with preliminary groundwork for equity transfer completed [5]. Group 6: Product Growth Potential - The SOUNDBAR product is expected to be a significant growth driver in 2015, with successful shipments to Xiaomi and ongoing discussions with major domestic TV manufacturers [5]. - The sales model for SOUNDBAR primarily follows a B2B approach, focusing on partnerships with smart TV and tablet manufacturers [5].

Group 1: Company Performance and Projections - Oupenda's commitment for performance is 110 million, which is considered conservative compared to media reports [3] - Oupenda's half-year performance was over 16 million, with expectations to exceed projections for the full year due to explosive growth [3] - The industry is experiencing explosive growth, with a projected annual growth rate of over 30% for companies like Kecen, which has sales exceeding 40 billion TWD [3][4] Group 2: Market Trends and Industry Insights - The penetration rate of metal exterior components in the smart terminal industry is expected to rise from around 10% to 40% in the next few years [4] - The industry is predicted to maintain a high average annual growth rate over the next 3-5 years due to the large shipment scale exceeding 1 billion units [4] - Oupenda's optimistic outlook for next year is based on current orders and ongoing projects, expected to surpass industry growth rates [4] Group 3: Company Operations and Future Plans - Oupenda currently has approximately 1,400 CNC machines available for production [4] - The company plans to invest 100 million in fixed assets following a merger and restructuring [4] - Key growth areas for the company include soundbars, Wi-Fi speakers, smart wristbands, and metal components for home appliances [5] Group 4: Infrastructure Development - The company is undergoing a second phase of construction, expanding its facility by approximately 17,000 square meters, with the first phase covering 13,000 square meters [5] - The second phase is expected to be operational by the end of 2016 and includes projects funded by the company's IPO [5] Group 5: Management Confidence and Stock Plans - The management team expresses confidence in the company's future, with the chairman considering extending the lock-up period for stock [5] - The CEO has indicated a willingness to increase stock holdings if the timing is right [5]