ITATFOOK 1 证券代码：300134 证券简称：大富科技 深圳市大富科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | 编号： 2015-02 | | | | | | | ■ | 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 （请文字说明其他活动内容） | | | | | | | 中邮基金 李晨 | | | | 海富通基金 施 ...

Group 1: Company Overview and Strategic Goals - Daling Industrial aims to become the global leader in the mid-to-low-end smartphone camera module market, targeting a standardization of products through its innovative PCBless technology [1] - The PCBless model is expected to reduce material costs and enhance production efficiency, thereby increasing profitability for Daling Industrial and its clients [1] - Daling Industrial is focusing on expanding its market share in the 800W pixel and below segment, with potential clients including Transsion, HeMiao, and others [1] Group 2: Growth Opportunities in Automotive Sector - Daling Industrial identifies automotive cameras and multimedia centers as new growth points, with a projected 165% growth in the global ADAS market over the next five years [4] - The company has already begun supplying automotive cameras to BYD and is set to start deliveries for other manufacturers [4] - Daling plans to enhance its product offerings in high-end smartphone cameras, including dual cameras and optical image stabilization technologies, to meet market demands [4] Group 3: Challenges and Future Prospects for Huayang Microelectronics - Huayang Microelectronics experienced a revenue decline in 2014 due to external economic factors affecting foreign clients, particularly in the gaming sector [4] - The company is actively expanding its toy label market, leveraging its established reputation and partnerships with major game developers like Blizzard and Nintendo [4] - Future growth is anticipated as the U.S. gaming market recovers, potentially restoring sales levels for Huayang's toy labels [5] Group 4: Financial Developments - Huayang Microelectronics completed a capital increase, with a valuation of 600 million RMB, bringing in 10 million RMB from strategic investors [6] - Following the capital increase, Dafu Technology's shareholding in Huayang Microelectronics is adjusted to 48.675% [6]

Group 1: Smart Manufacturing Platform - Dafu Technology is building an Industrial 4.0 platform that integrates hardware, software, components, and systems, aiming to create a comprehensive ecosystem for smart manufacturing [1] - The company has established a common manufacturing platform for precision electromechanical products, with nearly 50 manufacturing processes, providing one-stop services from raw materials to final products [1] - In 2015, the revenue from communication products dropped from over 97% in 2014 to below 80%, while the electronics and automotive parts sectors saw significant growth [1] Group 2: Vertical and Horizontal Integration - Dafu Technology is enhancing its vertical integration by establishing a complete supply chain from raw materials to final products, while also enriching its horizontal capabilities through advanced technology and processes [2] - The company completed three acquisitions in 2015, which expanded its product lines in smart terminals and new energy vehicles, including key products like lithium battery anode materials and graphene conductive agents [2] - A capital increase project of 3.45 billion yuan is aimed at improving processes and manufacturing in the consumer electronics sector [2] Group 3: Autonomous Network Industrial Design Platform - Since 2007, Dafu Technology has been developing a fully autonomous network industrial design platform, utilizing a proprietary neural parallel computing language for interactive and scalable design [3] - The platform aims to establish a database of standard components and facilitate online collaborative design, addressing the lack of domestic industrial design software in China [3] Group 4: Integration of Manufacturing and Internet - The integration of manufacturing and the internet is a key trend, driving the transformation of business models and enhancing efficiency in product lifecycle management [3] - Dafu Technology's network platform allows for real-time matching of supply and demand, streamlining processes and reducing resource waste [3] Group 5: Strategic Partnerships - Dafu Technology has formed strategic partnerships with Ying Tang Intelligent Control and Huasen Technology to build a comprehensive Industrial 4.0 ecosystem that covers production, supply, and sales [4] - These collaborations aim to create a closed-loop system that connects demand and supply sides effectively [4]

投资者关系活动记录表 编号：2016-04 ■特定对象调研 □分析师会议 □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） 投 资 者 关 系 活 动 类 别 中邮基金 曹思 东兴证券 程远、余江 长江证券 顾睿远、赵瑞娟、于换涛 国海证券 张翠翠 参 与 单 位 名 称 及 人 员姓名 时间 2016-6-1 14:00 – 17:00 地点 大富科技沙井厂区 A2 栋 3 楼 319 会议室 上 市 公 司 接 待 人 员 姓名 董事长助理肖竞、董事会秘书林晓媚等相关业务负责人 投 资 者 关 系 活 动 主 内容介绍 本次活动的主题是"34.5 亿布局 OLED、USB 3.1 Type-C 等定增项 目，布局未来三年高成长产业"。 现场交流主要内容 一、公司的定增项目锁定在这些新兴高成长行业的原因？ 答：自成立以来，公司致力于打造精密机械与电子产品的共性制造平台，从以 滤波器为代表的射频产品和精密结构件入手，拥有成型、加工、表面处理、电子装 配等近五十种成熟精密制造工艺，可以为客户提供从原材料进厂到最终成品出厂的 一站式服务。公司的平台发展战略使得自身 ...

编号：2016-010 □特定对象调研 □分析师会议 □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） 投 资 者 关 系 活 动 类 别 财通基金 胡凯源、魏秀茹 兴证证券资管 魏越锋 中融信托 杨岚春、许静 太平资产管理 郑琪、薛娜 国华人寿 邢哲 华安基金 李亚辉、黄锦芝 东海证券资管 徐雅薇 六禾投资 彭一恒 常州投资集团 吴姚萍 上海琅岩投资 唐志昂 参 与 单 位 名 称 及 人 员姓名 时间 2016 年 7 月 21 日、22 日 9:30 – 15:00 地点 上海浦东假日酒店 上 市 公 司 接 待 人 员 姓名 董事长助理肖竞、证券事务代表刘强 投 资 者 关 系 活 动 主 内容介绍 "大富科技定增项目上海推介——业绩拐点已现，中期增速可期"交流主要内容： 公司如何继续保持竞争优势？未来业绩增长主要推动力？ 答：公司正在紧密围绕国家政策和行业发展趋势，积极推进内生式增长和外延 式发展的多项工作：在加快发展通信、智能终端、新能源汽车等业务的同时，进行 有效的资源整合，完善上下游产业链发展的生态环境。在万物互联、智能化生活、 工业 4.0 ...

投资者关系活动记录表 证券代码：300134 证券简称：大富科技 深圳市大富科技股份有限公司 | --- | --- | --- | |-------------------------|--------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | 编号： 2016-05 | | | ■ | 特定对象调研 □分析师会议 | | 投 资 者 关 | □ | 媒体采访 □业绩说明会 | | 系 活 动 类 别 | □ □ 现场参观 | 新闻发布会 □路演活动 | | | | □其他 （请文字说明其他活动内容 ...

1 证券代码：300134 证券简称：大富科技 深圳市大富科技股份有限公司 投资者关系活动记录表 编号：2016-06 | --- | --- | --- | |--------------------------------|----------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

ITATFOOK 投资者关系活动记录表 编号：2016-09 证券代码：300134 证券简称：大富科技 深圳市大富科技股份有限公司 | --- | --- | --- | --- | |------------------------------|-----------------------------------------------------------|------------------------------------------------------------------------|-------| | 投 资 者 关 \n系 活 动 类 别 | □ \n□ \n□ □ 现场参观 | 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 ■路演活动 | | | | | □其他 （请文字说明其他活动内容） | | | 参 与 单 位 | | 财通基金 殷翔、付雄华、何政霖 | | | 名 称 及 人 员姓名 | 中植创信投资 张皓 广州越声理财 吴向伟 | | | | | 中融国际信托 许静 鹿秀金融 李一伦 中财招商投资 莫寸金 | 深圳前海富银基金 徐莉珺、李东 ...

Group 1: Business Growth and Performance - The smart terminal business has entered a performance release phase, with revenue growth exceeding 9 times in 2015, achieving sales of 340 million CNY [1] - The company has successfully integrated subsidiaries and is expected to maintain rapid growth in the smart terminal sector, becoming a second pillar alongside communication business [1] Group 2: Strategic Acquisitions and Contributions - Three significant acquisitions were made to enhance the smart terminal product line, which are expected to positively contribute to the company's performance [2] - Subsidiaries like Daling Industrial and Dasheng Graphite have committed to performance targets for 2016 and 2017, enriching the company's offerings in the smart terminal field [3] Group 3: Fundraising and Project Implementation - The company plans to raise up to 3.45 billion CNY through a private placement, with 2.95 billion CNY allocated to three smart terminal projects [3] - The flexible OLED display module project aligns with national strategic directions and is expected to generate revenue and profit through the commercialization of intermediate products [3] Group 4: Market Expansion and Strategic Partnerships - The USB 3.1 Type-C connector expansion project targets a market space exceeding 100 billion CNY, with established production capabilities for major smart terminal brands [3] - Strategic cooperation with Yintang and Huason enhances market channels, facilitating the conversion of production capacity into sales [3]

1 证券代码：300134 证券简称：大富科技 | --- | --- | --- | |----------------------------------|------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...