Event Overview - The 2025 MWC Shanghai Mobile Communication Conference will be held from June 18 to 20, 2025, serving as a key platform for showcasing the latest developments and strategies in the mobile industry in China and the Asia-Pacific region [1] - MWC is one of the largest and most influential exhibitions in the global mobile communication field, featuring leading companies, experts, government departments, and decision-makers [1] Key Themes and Agenda - The conference will focus on four main themes: Artificial Intelligence+, 5G Integration, Empowering Connectivity, and Industry Connectivity, with industry leaders delivering keynote speeches [1] - A detailed agenda includes various summits and sessions, such as the IoT Summit and Open Gateway Summit, scheduled throughout the event [2] Industry Growth Projections - According to the GSMA's report on the mobile economy in the Asia-Pacific region, the mobile industry is expected to contribute over $1 trillion by 2030, with growth rates in the region anticipated to exceed the global average due to the accelerated application of 5G technology [3] Historical Performance of Leading Companies - ZTE Corporation announced ten innovative products and solutions related to 5G-A during the MWC 2024, experiencing a continuous rise in stock prices before and during the conference [4] Participating Companies - Notable speakers at the conference will include executives from major companies such as Meige Intelligent, Unisoc, ZTE, China Mobile, and China Unicom, among others [6]

Industry Overview - Communication modules integrate baseband, RF, power, storage chips, and other electronic components to meet the networking needs of IoT smart terminal devices [1][2] - The domestic communication module market is experiencing accelerated expansion due to the proliferation of IoT devices, the commercialization of 5G, and policy support [10][12] - The cellular communication module market in China is projected to grow from CNY 17.4 billion in 2020 to CNY 24.7 billion in 2024, with a compound annual growth rate (CAGR) of 9.15% [10][12] Market Status - The global cellular communication module market is expected to grow from CNY 32.3 billion in 2020 to CNY 43.6 billion in 2024, with a CAGR of 7.79% [6][10] - The market is segmented into data transmission modules, smart modules, and AI modules, with respective market shares of 79%, 19%, and 2% in 2024 [8] Competitive Landscape - The global communication module market is highly concentrated, with leading companies like Quectel, China Mobile IoT, and others holding over 75% of the market share [12][14] - Chinese manufacturers have increased their global market share from 25% in 2015 to 60% currently, driven by technological innovation and cost advantages [12][14] Future Trends - The integration of technologies such as 5G, AI, and satellite communication is driving the evolution of communication modules from single-function to intelligent and integrated products [18] - The domestic communication module industry is witnessing a "stronger gets stronger" trend, with leading companies like Quectel capturing significant market share through competitive pricing strategies [19] - The Chinese government aims for 4G/5G IoT terminal connections to exceed 95% by 2027, further stimulating market demand in sectors like smart connected vehicles and industrial IoT [20]

Group 1: Financial Performance and Market Position - The company reported a significant increase in profits in Q1 2025, despite a declining stock market over the past ten days [2] - The company is focusing on core business areas and enhancing operational efficiency to improve profitability [2][4] - The gross profit margin has been affected by product structure, exchange rate fluctuations, and raw material prices [4][7] Group 2: Cost Management Strategies - Major cost components include raw material procurement and R&D personnel salaries [4] - The company plans to strengthen supply chain management and optimize costs through strategic inventory management and automation investments [4][5] - Continuous efforts will be made to enhance production efficiency and reduce costs [4][7] Group 3: Future Growth Drivers - The migration of AI to edge devices is expected to drive the large-scale deployment of intelligent and high-performance modules [7] - There is a growing demand for high-speed cellular connections and AI in core industries [7] - The company aims to leverage its unique intelligent and customized product offerings to enhance profitability [7] Group 4: Market Expansion and Product Development - The company is actively developing new 5G products and integrating AI technology to enhance product offerings [3] - The penetration rate of 5G communication modules is expected to continue increasing across various sectors [3] - The company is committed to expanding its market share in the 5G communication module sector [3]

Core Insights - Meige Intelligent (002881) collaborates with Agassi to launch the second-generation intelligent plant protection robot by Weitian Technology [1] - The robot is equipped with Meige Intelligent's high-performance AI module SNM970, developed on the QCS8550 platform, featuring 48 TOPS computing power [1] - The module's high NPU, CPU, and GPU integrated computing power enables complete automation in agricultural unmanned driving and field management operations [1]

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend of 1.30 yuan per 10 shares (tax included) to all shareholders, with no stock dividends or capital reserve transfers [1][2]. Summary by Sections Shareholder Meeting Approval - The profit distribution plan was approved at the shareholder meeting held on May 19, 2025, with the base for distribution calculated after deducting shares held in the company's repurchase account [1][2]. Profit Distribution Plan - The profit distribution plan specifies a cash dividend of 1.30 yuan per 10 shares (tax included) for all shareholders, excluding shares held in the repurchase account [2][3]. - The actual cash dividend for different types of shareholders varies, with specific tax treatments for QFII, RQFII, and individual investors based on their holding periods [2]. Key Dates - The record date for the profit distribution is set for May 29, 2025, and the ex-dividend date is May 30, 2025 [2][3]. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their securities companies or other custodians [3]. Ex-Dividend Price Calculation - The ex-dividend price will be adjusted based on the cash dividend distribution, calculated as 1.295998 yuan per 10 shares [4][5]. Adjustment of Stock Options - Following the profit distribution, the company will adjust the exercise price of stock options in accordance with relevant regulations and will disclose further details in future announcements [5].

证券代码：002881 证券简称：美格智能 公告编号：2025-049 美格智能技术股份有限公司 2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 美格智能技术股份有限公司（以下简称"公司"或"本公司"）2024年年度 权益分派方案已获2025年5月19日召开的2024年年度股东大会审议通过。现将权 益分派事宜公告如下： 一、股东大会审议通过权益分派方案的情况 1、本公司2024年年度权益分派方案为：以权益分派实施时股权登记日的总 股本扣除公司回购专用证券账户持股数后的股本数量为基数，向全体股东每10 股派发现金红利1.30元（含税），不送红股，不以资本公积金转增股本。剩余未 分配利润结转至下一年度。本次利润分配预案披露至实施之前，如公司总股本由 于股份回购、股权激励行权或授予股份回购注销、可转债转股、再融资新增股份 上市等原因而发生增减变化的，公司将依照变动后的最新总股本扣除回购专户股 数为基数，按照权益分派比例不变的原则调整分派总额。 2、截至本公告披露日，公司开立的回购专用证券账户持有805,944股股份， 根据《公司法》及 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 证券代码：002881 证券简称：美格智能 公告编号：2025-048 美格智能技术股份有限公司 关于举行2024年度网上业绩说明会的公告 美格智能技术股份有限公司（以下简称"公司"）《2024年年度报告》已于 2025年4月28日在公司指定信息披露媒体披露，为便于广大投资者进一步了解公 司发展战略和经营情况，公司计划于2025年5月26日（星期一）在全景网举办公 司2024年度业绩说明会。具体安排如下： 一、说明会召开的时间和方式 1、召开时间：2025年5月26日（星期一）15:00-17:00 2、召开方式：本次年度业绩说明会将采取网络远程的方式举行，投资者可 登录全景网"投资者关系互动平台"（https://ir.p5w.net）参与本次业绩说明 会。 二、公司出席人员 出席本次说明会的人员有：公司董事长兼总经理王平先生，独立董事马利军 先生，财务负责人夏有庆先生，董事会秘书黄敏先生。 三、征集问题事项 为充分尊重投资者、提升沟通交流效果，现就公司2024年度业绩说明会提前 向投资者公开征集问题，广泛听取 ...

Core Viewpoint - Megvii Technology (002881.SZ) has initiated plans for a public offering of H-shares and aims to list on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1] Group 1: Company Overview - Established in 2007, Megvii Technology specializes in wireless communication modules and IoT solutions, and was listed on the Shenzhen Stock Exchange in 2017 [1] - The company has built a strong customer base, including leading overseas brands, operators, and listed companies, contributing to its ongoing expansion in international markets [1] Group 2: Financial Performance - In 2024, Megvii achieved record revenue of 2.941 billion yuan, a year-on-year increase of 36.98%, and a net profit of approximately 136 million yuan, up 110.16% [2] - The company reported a net profit excluding non-recurring gains of about 127 million yuan, reflecting a significant year-on-year growth of 243.61% [2] - For Q1 2025, Megvii's revenue reached 997 million yuan, a 73.57% increase year-on-year, with net profit soaring to 46.3 million yuan, up 616.02% [2] Group 3: Market Expansion and R&D - The overseas market accounted for approximately 803 million yuan in revenue in 2024, representing a 22.4% increase and 27.3% of total revenue, with a gross margin of 19.49% [1] - The company maintains a strong focus on R&D, with 761 technical staff making up 83.53% of its total workforce of 911 employees as of the end of 2024 [2] - In 2024, Megvii's R&D investment was about 256 million yuan, constituting 8.69% of its revenue, underscoring its commitment to enhancing product and technology competitiveness [3]

Group 1: Company Announcements - Light Media's controlling shareholder plans to reduce its stake by no more than 29.24 million shares, accounting for up to 1% of the total share capital, to lower debt and improve financial structure [1] - Xinjiang Haoyuan intends to change its name to "Wanqing Energy" and its stock abbreviation accordingly [2] - Xunbang Intelligent plans to acquire controlling shares of Wuxi Indichip Microelectronics, focusing on the automotive chip sector [3] - Kangping Technology intends to acquire 100% of Suolu Electronics for 198 million yuan to enhance core competitiveness [4] - Shentong Express reported April revenue of 4.118 billion yuan, a year-on-year increase of 16.39% [5] - Wenzhou Hongfeng's controlling shareholder plans to reduce its stake by no more than 4.37 million shares, accounting for 1% of total share capital [8] - Changyang Technology plans to invest 29.9 million yuan in Ningbo Huizhixing New Materials [9] - Zhejiang Agricultural Holdings intends to publicly transfer 100% of its subsidiary Huadong Pharmaceutical, valued at 369 million yuan [10] - *ST Jinguang faces delisting risk due to stock price falling below 1 yuan for 10 consecutive trading days [11] - Huibo Yuntong plans to acquire 67.91% of Baode Computer to enhance its competitive edge [12] - Xinhua Group intends to change its name to "Yingxin Development" [13] - Purang Co. plans to reduce its stake by no more than 24,800 shares due to personal funding needs [14] - Xinhecheng plans to participate in a land auction for a commercial plot in Hangzhou, with a starting price of 1.037 billion yuan [15] - *ST Sailong's controlling shareholder plans to transfer 14.16% of shares, potentially changing control [16] - Gaoweida's controlling shareholder plans to reduce its stake by no more than 13.27 million shares due to funding needs [17] - Tianli Lithium Energy's shareholder plans to reduce its stake by no more than 3% [18] - Baijia Qiancheng's shareholder plans to reduce its stake by no more than 9.42 million shares [19] - United Optoelectronics is planning to issue shares to acquire Dongguan Changyi Optoelectronics [20] - Meg Intelligent plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [21] Group 2: Industry Insights - The express delivery industry shows growth, with Shentong Express and Yunda reporting revenue increases of 16.39% and 5.84% respectively in April [5][20] - The automotive chip sector is highlighted as a key investment area, with Xunbang Intelligent's acquisition of Indichip Microelectronics [3] - The energy sector is seeing name changes and strategic shifts, as seen with Xinjiang Haoyuan's rebranding to Wanqing Energy [2] - The pharmaceutical sector is undergoing restructuring, with Zhejiang Agricultural Holdings planning to divest its pharmaceutical subsidiary [10] - The technology sector is active in mergers and acquisitions, with Huibo Yuntong's acquisition of Baode Computer [12]

美格智能 投资者关系管理制度 美格智能技术股份有限公司 投资者关系管理制度 第一章 总则 第一条 为加强美格智能技术股份有限公司（以下简称"公司"）与投资者 之间的信息沟通，进一步完善公司治理结构，切实保护投资者特别是社会公众投 资者的合法权益，根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《深圳证券交易所股票上市规则》（以下简称"《上市规则》"）、《上市公司投资者 关系管理工作指引》、深圳证券交易所《上市公司自律监管指引第 1 号——主板 上市公司规范运作》等相关的法律、法规、规范性文件以及《公司章程》、《上市 公司信息披露管理办法》规定，特制定本制度。 第二条 投资者关系管理是指公司通过信息披露与交流，加强与投资者及潜 在投资者之间的沟通，增进投资者对公司的了解和认同，提升公司治理水平，以 实现公司整体利益最大化和保护投资者合法权益的重要工作。 第三条 公司董事会负责制定公司投资者关系管理制度，公司审计委员会对 投资者关系管理制度的实施情况进行监督。公司董事会秘书担任投资者关系管理 负责人，除非得到明确授权并经过培训，公司其他董事、高级管理人员和员工应 避免在投资者关系活动中代表公司发言。 第 ...