东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2020-002 东莞市奥海科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------|------------------------------|--------------------------------------------------------------| | | | | | | □ 特定对象调研 □分析师会议 | | | 投资者关系活动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 其他 | 电话会议 | | 参与单位名称及 | | 海富通基金管理有限公司：王经纬、刘文慧等 | | 人员姓名 | | 民生证券股份有限公司：王芳、赵晗泥 | | | | | | 时间 | 2020 年 12 月 24 | | | 地点 | 公司会议室 | | | | 董事会秘书：蔺政 | | | 公司接待人员姓名 | 投融部总监：金磊 | | | | 活动期间谈论的主要内容如下： | ...

东莞市奥海科技股份有限公司 投资者关系活动记录表 东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2021-002 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------|---------------------------------------| | 投资者关系活 \n动类别 | □特定对象调研 □分析师会议 \n□媒体采访 \n□新闻发布会 □路演活动 \n□现场参观 | □业绩说明会 \n☑ 其他( 电话会议 ) | | | 民生证券：陈海进、王芳、欧阳浩燊； | | | | | | | | | 凯曼资本：卢旭 上海人寿：田发祥 | | | | 东吴基金：刘元海 东方证券资管：李天 | | | | 东吴资管：刘欣瑜 民生信托：王秀平 | | | | 中海基金：王泉涌 中科沃土基金：林皓 | | | | 九泰基金：谭劭杰 亚太财险：刘竞远 | | | | 交银施罗 ...

东莞市奥海科技股份有限公司 投资者关系活动记录表 东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2021-004 | --- | --- | --- | --- | |-------------------|------------------------------|---------------------------------------------------|--------------------| | | | | | | | | □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 | | | 动类别 | □新闻发布会 | □路演活动 | | | | | □现场参观 □其他(请文字说明 | | | | | 中国证券报：朱海威 南方基金：王博 | | | | 登程资产：于骏晨 | 国金证券：刘妍雪 | | | | | 中泰证券：张欣 中天国富证券：周越群 | | | 参与单位名称 | 中信证券：胡叶倩雯 | 国元证券：王舒磊 | | | 及 人员姓名 | | 重器资产：苏晓伟 红塔资产：刘艳君 | | | ...

Group 1: Market Position and Growth Potential - The company currently holds a market share of 14.5% in the global mobile charger market, indicating significant growth potential [6][7]. - The global smart terminal charging and storage product market is projected to reach $240.65 billion by 2022, driven by technological upgrades and increased application scenarios [5]. - The company has established itself as a major supplier for clients such as Xiaomi and Vivo, with ongoing collaborations [7][8]. Group 2: Product Development and Trends - The power distribution of the company's products in 2020 was as follows: 10W accounted for 30%, 10-20W for 40%, 20-40W for 25%, and over 40W for 5% [2]. - The company anticipates a gradual transition from 10-20W products to 20-40W as the main focus, reflecting a trend towards higher power products [2][3]. - GaN products (30W/45W/65W) are in trial production, with the company prepared to leverage advancements in GaN technology for market readiness [3]. Group 3: Competitive Advantages and Cost Management - The company's competitive advantages stem from six key areas: large client development and service capability, R&D and product innovation, scalable manufacturing, efficient supply chain management, rapid response capability, and product quality assurance [5]. - The company employs a cost-plus pricing strategy, considering factors such as raw material costs and market competition to adjust pricing strategies [5]. - The gross profit margin has been improving due to industry consolidation and the company's scale advantages, with new product launches expected to further enhance margins [4]. Group 4: Industry Challenges and Opportunities - The cancellation of standard chargers by major smartphone manufacturers like Apple and Samsung presents both opportunities and challenges for the company, as it opens up the market for other manufacturers while posing competitive risks [3]. - The company is preparing for potential shifts in the market, including the possibility of Android brands following suit in eliminating standard chargers [3]. - The increasing complexity of charger circuitry and components as power levels rise will lead to higher costs, which the company aims to manage through efficient R&D and design processes [4].

东莞市奥海科技股份有限公司 投资者关系活动记录表 东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2021-003 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------|-------------------------------------------| | 投资者关系活 \n动类别 | □特定对象调研 □分析师会议 \n□媒体采访 \n□新闻发布会 □路演活动 \n□现场参观 | □业绩说明会 \n其他( 电话会议 ) | | | 中信建投证券：徐博、雷鸣、孙芳芳 | | | | 中银基金：王寒、史彬 前海人寿：梁廷 | | | | 华安资产：李阳 安信基金：陈卫国 | | | | 中信产业基金：卢婷 名禹资产：王友红 | | | | 海通证券：刘彬 | 中邮基金：李俊 | | | 东方睿石：唐谷军 瑞华控股：章礼英 | | | 参与单位名称 | | 工银瑞信基金 ...

股票简称：奥海科技 股票代码：002993 编号：2021-007 东莞市奥海科技股份有限公司 投资者关系活动记录表 东莞市奥海科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------|---------------------------------------------| | 投资者关系活 \n动类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 \n□现场参观 | □路演活动 \n其他(电话会议 ) | | | | 嘉实基金：谢泽林 工银瑞信基金： 石正同 | | | | 兴证全球基金：叶峰 光大保德信基金：陈飞达 | | | 中加基金：刘海宾 | 创金合信基金：周志敏、郭镇岳 | | | | 摩根士丹利华鑫基金：李子扬 德邦基金：史彬 | | | | 金元顺安基金：牟方晓 东方阿尔法基金：尹志斌 | | | 益民基金：张树声、彭星煜 ...

东莞市奥海科技股份有限公司 投资者关系活动记录表 东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2021-006 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------|-----------------------------------------------------------| | 投资者关系活动 \n类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 \n□现场参观 | □路演活动 \n☑ 其他(电话会议 ) | | 参与单位名称及 人员姓名 | 富达基金 Jason Fu | | | 时间 2021 | 年 5 月 14 日 | 11:00-12:00 | | 地点 电话会议 | | | | 公司接待 | | 董事会秘书：蔺政 证券事务代表：蒋琛 | | 人员姓名 | 投资者关系专员：刘颖 | | | | 1 ...

东莞市奥海科技股份有限公司 投资者关系活动记录表 东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2021-005 | --- | --- | --- | |--------------|---------------------------|-----------------------------------------| | | | | | | □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 | | | 动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | 其他(电话会议 ) | | | | 国金证券：刘妍雪 天弘基金：申宗航、张磊 | | | | 华夏基金：王晓李 长城基金：刘疆、杨维维 | | | | 海通自营：何粮宇 景泰利丰：吕伟志 | | 参与单位名称 | | 寻常投资：杜凡 标朴投资：周明巍 | | | | | | 及人员姓名 | | 汇鸿国际：刘维征 沃珑港资本：刘金磊 | | | | 远惟投资：熊胜江 宽远资产：陆忆天 | | | | 民生通惠：黄岑安 睿柏资本：劳逸华 | | | ...

东莞市奥海科技股份有限公司 投资者关系活动记录表 股票简称：奥海科技 股票代码：002993 编号：2021-008 东莞市奥海科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | □特定对象调研 □分析师会议 \ ...

Group 1: Company Overview - Aohai Technology is a leader in portable energy system solutions, focusing on efficient energy exchange systems for portable devices [2] - The company was founded in 2004 and has expanded its product offerings across various sectors, including mobile chargers, IoT smart terminals, and new energy vehicles [2][3] - In 2021, the company achieved a revenue of 4.245 billion, with a compound annual growth rate (CAGR) of 38.52% over the past five years [2][3] Group 2: Revenue Breakdown - In 2021, the revenue from mobile chargers was approximately 2.9 billion (up 29.42% year-on-year), IoT segment revenue was about 567 million (up 69.8%), and PC segment revenue was around 190 million (up 37.12%) [3] - The company's market share in mobile chargers has reached 15% [3] Group 3: R&D and Innovation - The number of R&D personnel increased by 21.72% in 2021, totaling 482, to support new business areas such as power tools and data power [3] - The company holds nearly 400 patents, indicating a strong focus on innovation and technology development [2] Group 4: Market Trends and Customer Relationships - The company has established deep partnerships with major mobile brands, including Xiaomi, Vivo, and Transsion, and is actively expanding its customer base to include Apple and Samsung [4][5] - The trend of major brands like Apple and Samsung canceling standard accessories has had a limited impact on the overall industry [4] Group 5: Future Business Directions - Aohai Technology plans to increase investment in the new energy vehicle sector, focusing on products like MCU, BMS, and VCU, and aims to become a leading provider of intelligent and electric systems [5] - The company is also expanding into the new energy power supply market through acquisitions, enhancing its competitive edge in the sector [5] Group 6: Impact of External Factors - The pandemic has had a limited direct impact on the company's production, with a strong growth trend in revenue and net profit during the first quarter [6] - The depreciation of the RMB has positively affected the company's competitiveness in international markets, facilitating overseas sales [6]