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 | | | --- | --- | |----------------|--------------------------------------------------------------------------- ...

Group 1: Company Overview and Activities - Shenzhen Fenda Technology Co., Ltd. is primarily engaged in consumer electronics and is exploring entry into the health industry through various strategies [4][6]. - The company has initiated small-scale production of medical-grade wearable products customized for Philips [7]. - Fenda Technology is collaborating with research institutions to advance its mobile healthcare initiatives [4]. Group 2: Market Trends and Product Development - The company is optimistic about the future of virtual reality (VR) technology, despite current market skepticism [5]. - Fenda Technology is actively involved in the research and development of AR and VR products through its subsidiary, Autu Technology [5]. - The smart wearable product market is expected to expand, with new product forms such as smart glasses and smart mirrors being developed [7]. Group 3: Financial Performance and Market Position - The hair care appliance segment is a strong cash flow business for the company, with an expected annual compound growth rate in the double digits [8]. - The total market value for metal exterior components in the smartphone industry is projected to exceed 100 billion RMB, presenting significant growth opportunities [9]. - If Autu Technology achieves a 10% market share in the metal exterior component market, annual sales could surpass 10 billion RMB [9]. Group 4: Strategic Partnerships and Future Plans - Fenda Technology operates under an ODM model in its partnership with Huawei for smart wearable products [7]. - The company is considering collaborations with suitable internet companies for the aftermarket of its smart wearable products [8]. - Future production and manufacturing will gradually relocate to optimize asset utilization and operational efficiency [6].

Group 1: Company Performance and Growth - The acquisition target, Openda, has a committed performance of 110 million for 2014, and its operational performance has exceeded management expectations [3] - The CNC processing equipment available for Openda is approximately 1,200 units, with plans for further investment post-merger [3][4] - Key growth areas for the company in the coming year include soundbars, Wi-Fi speakers, smart wristbands, hair care appliances, and metal appearance parts, with significant growth expected in smart wristbands and metal appearance parts [4] Group 2: Strategic Initiatives and Market Position - The company has signed a strategic cooperation framework agreement with the Suzhou Institute of Medical Engineering, aiming to integrate smart wristbands with mobile healthcare [4] - The company is currently expanding its facilities, with the second phase of construction expected to increase the total building area from 130,000 square meters to 260,000 square meters [4] - The management has expressed confidence in the company’s future, with the chairman stating there will be no stock sell-off post-lockup period [5]

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]

Group 1: Company Strategy and Growth - The company focuses on internal growth, external expansion, and synergistic development strategies, with optimistic expectations for 2015 [3] - The traditional product sales have shown stable growth, while new customers for smart wearable products are continuously being developed [3] - The acquisition of Openda is a crucial part of the company's strategy to become a leading vertically integrated technology enterprise in consumer electronics [4][5] Group 2: Smart Wearable Products - The company has early investments in smart wearables, possessing integrated design and manufacturing capabilities in software, hardware, and cloud computing [4] - Partnerships with major clients like Huawei and Lenovo have been established, with ongoing development of medical-grade wearable products [4][6] Group 3: Mergers and Acquisitions - The company is actively seeking acquisition opportunities in related fields to enhance its strategic layout and achieve synergistic benefits [5] - Criteria for acquisition targets include alignment with company strategy, significant market size, high growth potential, and competitive differentiation [5] Group 4: Market Position and Future Outlook - The company recognizes the vast potential in the mobile healthcare sector and is pursuing relevant certifications for its wearable devices [6] - The company has been developing Wi-Fi speaker products since 2013, which already exhibit smart home features, indicating proactive technological preparation [6] Group 5: Management Confidence - The management expresses strong confidence in the company's future, with indications that the CEO may consider increasing personal stock holdings if the timing is right [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：20150206 | --- | --- | --- | |----------------|--------------------------|---------------------------------| | | | | | | √ | 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 | 申万宏源：谢伟玉、赵莹 | | | 人员姓名 | 国信证券：曾婵 | | | | 东方证券资产管理：余慧 | | | | 中欧基金：彭子妲 | | | | 汇添富基金 : 陈漳斌 | | | | 鼎业投资：肖立夫、吴良群 | | | --- | --- | |-----------------------|----------------------------------------------------------- ...