证券时报e公司讯，近日，由洲明科技牵头主导的行业首个多功能路灯现场组装调试国际标准——《多 功能路灯功能模块现场组装调试规范》正式发布。 该规范填补了相关领域的空白，为智慧路灯的现场组装调试提供了科学、规范、高效的操作指南，同时 标志着智慧路灯行业在标准化发展领域取得重大突破。 据悉，洲明携手华为共同发布"多元一体智慧站点联合方案"，致力以多元融合、群智协同打造新型智慧 城市神经元。 洲明通过多杆合一、统一运维及模块标准化的技术优势，可为智慧城市建设提供高效支持。 ...

证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|-------------------------------|--------------|-----------------| | | | | 编号： 2024-009 | | 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（电话会议） | | | | 参与单位名称 | 宁泉资产 陈冠群 | | | | | 中泓汇富 余一奇 | | | | | 华创证券 高远 | 卢依雯 | | | | 浙商证券 王俊之 | | | | | 一诺致远 黄骁睿 | | | | | 远致瑞信 张艺海 | | | | | 中信证券 桑轶 | | | | 时间 | 2024 年 10 月 26 日 | | | | 地点 | 公司总部会议室 | | | | 上市公司接待人 | 董事 ...

Financial Performance - Revenue for the third quarter reached 2,014,304,462.34 yuan, a year-on-year increase of 13.78%[4] - Net profit attributable to shareholders of the listed company was 27,238,759.57 yuan, a year-on-year increase of 190.10%[4] - The company's operating income for the period reached 54.20 billion yuan, an increase from 50.69 billion yuan in the same period last year[19] - Net profit attributable to parent company shareholders was 127.69 million RMB, down from 191.00 million RMB[20] - Total comprehensive income was 119.86 million RMB, compared to 176.05 million RMB in the previous period[21] Assets and Liabilities - Total assets as of the end of the reporting period were 10,599,441,966.01 yuan, an increase of 2.82% compared to the end of the previous year[4] - As of the end of the reporting period, the company's total assets amounted to 105.99 billion yuan, with current assets totaling 64.90 billion yuan and non-current assets at 41.09 billion yuan[16][17] - The company's total liabilities stood at 58.70 billion yuan, with current liabilities at 54.70 billion yuan and non-current liabilities at 3.99 billion yuan[17][18] - The company's total equity attributable to the parent company's owners was 47.86 billion yuan, with minority interests at -567.32 million yuan[18] Cash Flow - Operating cash flow for the first three quarters was 296,118,269.07 yuan, a year-on-year decrease of 21.21%[4] - Operating cash flow decreased by 21.21% to RMB 296,118,269.07, primarily due to increased cash payments for goods and services[9] - Investing cash flow decreased by 76.40% to RMB -548,118,485.36, mainly due to increased cash payments for fixed assets, intangible assets, and other long-term assets[9] - Financing cash flow decreased by 166.88% to RMB -381,985,872.05, primarily due to reduced cash received from borrowings[9] - Cash flow from operating activities increased by 12.07%, from 5.20 billion RMB to 5.83 billion RMB[22] - Operating cash flow net amount: 296,118,269.07 RMB[23] - Investment cash inflow subtotal: 179,869,277.22 RMB[23] - Investment cash outflow subtotal: 727,987,762.58 RMB[23] - Net cash flow from investment activities: -548,118,485.36 RMB[23] - Financing cash inflow subtotal: 374,349,453.71 RMB[23] - Financing cash outflow subtotal: 756,335,325.76 RMB[23] - Net cash flow from financing activities: -381,985,872.05 RMB[23] - Effect of exchange rate changes on cash and cash equivalents: 21,024,569.54 RMB[23] - Net increase in cash and cash equivalents: -612,961,518.80 RMB[23] - Ending cash and cash equivalents balance: 1,084,250,249.16 RMB[23] Inventory and Construction - Inventory increased by 31.09% to 2,063,847,250.70 yuan, mainly due to increased stockpiling[7] - The company's construction in progress increased by 94.50% to 536,936,519.32 yuan, mainly due to the construction of production bases[7] - Accounts receivable increased slightly from 20.67 billion yuan to 20.98 billion yuan, while inventory rose significantly from 15.74 billion yuan to 20.64 billion yuan[16] - Fixed assets increased from 18.25 billion yuan to 19.39 billion yuan, and construction in progress nearly doubled from 2.76 billion yuan to 5.37 billion yuan[17] Financial Expenses and Investment - Financial expenses increased by 145.59% to 13,081,255.66 yuan, primarily due to exchange rate fluctuations[8] - Investment losses amounted to 201,710,546.82 yuan, a significant decrease of 684.98% year-on-year, mainly due to the impact of exchange rate fluctuations on foreign exchange derivatives[8] - Financial expenses decreased by 28.69 million RMB, from 13.08 million RMB to -28.69 million RMB[20] - Interest income increased by 17.46%, from 8.60 million RMB to 10.10 million RMB[20] - Investment losses amounted to -201.71 million RMB, compared to a gain of 34.48 million RMB in the previous period[20] Government Subsidies and Shareholder Information - Government subsidies decreased by 31.64% to 21,823,237.15 yuan compared to the same period last year[8] - The total number of ordinary shareholders at the end of the reporting period was 35,149[10] - Lin Mingfeng holds 24.69% of the shares, totaling 268,973,418 shares, with 201,730,063 shares under restricted sale[10] - Shenzhen Zeyuan Private Securities Fund Management Co., Ltd. holds 3.49% of the shares, totaling 38,057,989 shares[10] - Xinyu Qinrui Investment Co., Ltd. holds 3.44% of the shares, totaling 37,452,442 shares, with 19,920,000 shares pledged[10] Restricted Stock Incentive Plan - The company's restricted stock incentive plan for 2023 has progressed, with the first vesting period for Class A and B rights meeting the conditions for vesting[14] - The company has adjusted the grant price of the 2023 restricted stock incentive plan and will process the vesting for eligible incentive objects[14] - The company implemented a restricted stock incentive plan in 2024, granting 24 million shares, accounting for 2.20% of the total share capital, with 21.928 million shares (91.37% of the total grant) awarded to 657 incentive recipients at a price of 3.50 yuan per share[15] Operating Costs and Expenses - Operating costs for the period were 50.69 billion yuan, with sales expenses at 7.26 billion yuan, management expenses at 2.43 billion yuan, and R&D expenses at 2.77 billion yuan[19] - Sales revenue from goods and services increased by 8.11%, from 4.92 billion RMB to 5.32 billion RMB[22] - Tax refunds received increased by 60.68%, from 177.71 million RMB to 285.55 million RMB[22] - Cash paid for goods and services increased by 21.50%, from 3.07 billion RMB to 3.73 billion RMB[22] - Employee compensation and benefits increased by 18.54%, from 932.48 million RMB to 1.11 billion RMB[22] Monetary Funds and Accounts Receivable - The company's monetary funds decreased from 21.90 billion yuan at the beginning of the period to 14.70 billion yuan at the end of the reporting period[16] - Accounts receivable increased slightly from 20.67 billion yuan to 20.98 billion yuan, while inventory rose significantly from 15.74 billion yuan to 20.64 billion yuan[16]

本报告仅供 Choice 东方财富 使用，请勿传阅。 2024 年 08 月 29 日 洲明科技(300232.SZ) 行业持续复苏，二季度收入同环比增长 事件： 公司发布 2024 年半年度报告，报告期内，公司实现营业收入 34.06 亿元，同比增加 3.26%；实现归母净利润 1.005 亿元，同比减少 54.60%，扣非归母净利润 8283 万元，同比减少 68.90%。 行业持续回暖，海外业务推进顺利 2024 年公司持续拓展国际渠道，半年报披露，公司 2024 年上半 年海外营收 21.71 亿元，同比增长 19.34%，归母净利润 1.00 亿 元，主要因为 2024 年上半年，权益法确认的投资收益亏损 5,268 万元所致。若剔除投资损益所带来的波动影响，2024 年第二季度 归母净利润同环比均有所增长。公司实现综合毛利率 32.08%，同 比增加 2.23 个百分点，主要系毛利率较高的海外业务占比提升。 全球 LED 显示市场持续增长，公司产品竞争力突出 据 TrendForce 数据显示，预计 2021 年至 2026 年间，全球 LED 显示屏市场年复合增长率（CAGR）为 13.78%， ...

深圳市洲明科技股份有限公司 2024 年半年度报告全文 1 证券代码：300232 证券简称：洲明科技 公告编号：2024-070 深圳市洲明科技股份有限公司 2024 年半年度报告 2024 年 8 月 深圳市洲明科技股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人林洺锋、主管会计工作负责人刘欣雨及会计机构负责人(会计 主管人员)曹梦玲声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来计划等前瞻性陈述，不构成公司对任何投资者及 相关人士的实质承诺，投资者及相关人士均应对此保持足够的风险认识，并 且应当理解计划、预测与承诺之间的差异。 公司需遵守《深圳证券交易所上市公司自律监管指引第 4 号——创业板 行业信息披露》中的"LED 产业链相关业务"的披露要求： | --- | --- | |-------------------------------- ...

证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|------------------------------|------------------------------------------------------|-------|-----------------| | | | | | 编号： 2024-007 | | 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（电话会议） | | | | | 参与单位名称 | 德邦证券、交银基金 | | | | | | | | | | | 时间 | 2024 年 7 月 23 日 | | | | | 地点 | 公司总部会议室 | | | | | 上市公司接待人 员姓名 | 董事会秘书 陈一帆 | | | | | | | ...

证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------|--------------------------------------------------|--------|----------| | | | | 编号： | 2024-006 | | | | | | | | 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（电话会议） | | | | | 参与单位名称 | 广州闻天私募 刘杰 | | | | | | 中信证券 桑轶 | | | | | | 金元证券 张茜 | | | | | | 谢诺辰阳 郭乐颖 | | | ...

①多模态AI+空间计算+通感一体化+车路协同+虚拟现实+苹果+机器人+华为鸿蒙+英伟达！这家公司智 慧灯杆和物联网系统控制平台将为车路协同提供支撑；②PCB+苹果+机器人+光刻机+华为+芯片+新能 源汽车！这家公司PCB专用设备业务主体Q1营收同比增长149%；③PCB+AI手机+AIPC+新能源汽车+虚 拟现实！这家公司1.6T光模块用PCB产品已完成打样。 【重点公告解读】 洲明科技：虚拟数字人已全面接入各类AI工具 形成一体化解决方案并陆续向客户交付 洲明科技披露投资者关系活动记录表，在过去的一年中，公司成功对接到AI、XR等前沿技术与行业最 优质的供应链体系，通过与业内龙头企业的强强联合，公司虚拟数字人已经全面接入各类AI工具，形成 一体化解决方案，并陆续向客户交付。公司将以LED显示为载体，以数字资产平台为核心，通过公司完 善的全球B端销售网络，将客户、公司及内容创作者团结在一起，推动智能交互＆智慧显示业务的进 化，提升公司业务市场空间和产品盈利能力。 点评：洲明科技是国内领先的LED应用产品与方案供应企业，主要产品分为LED高清节能全彩显示屏和 LED节能照明两大系列。公司已推出多系列集智能照明、 ...

证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 编号：2024-005 | --- | --- | --- | --- | |----------------|---------------------------|------------------------|-------| | | | | | | | | | | | 投资者关系活动 | □特定对象调研 | | | | 类别 | □媒体采访 | | | | | □新闻发布会 | | | | | ■现场参观 | | | | | ■其他（投资者走进上市公司 | 走进洲明科技专场活动） | | | 参与单位名称 | 深报一本基金 | | | | | 申万宏源 卢华刚 | | | | | 申万宏源 陈诚 | | | | | 摩根士丹利 | | | | | 五矿证券 王少南 | | | | | 国联证券 张译文 | | | | | 招商财富 罗宗健 | | | | | 平安证券 窦泽云 | | | | | 万和证券 袁寅 | | | | | 万向信托 徐春瑜 | | | | | 时代伯乐 胡琦伟 | | | | | 国 ...

证券研究报告 | 公司动态点评 2024 年 06 月 03 日 24Q1 盈利能力环比提升，关注 Mini/Micro LED 产能扩张 多因素影响 24Q1 业绩，费用端保持战略性投入：2023 年，得益于国内经 济温和复苏，体育赛事、娱乐活动、沉浸式体验需求较好，公司业绩实现同 比增长，其中净利润实现同比翻倍增长。24 年 Q1，公司营收有所减少，主 要由于大客户首次交付标准要求高，出货周期有所延长，部分订单未在 Q1 体现；归母净利润同比下滑较大，主要由于：1）公司销售额下降，导致毛利 额同比减少 4093 万元；2）公司参股深圳洲明时代伯乐投资管理合伙企业（有 限合伙）所投企业公允价值发生变动，投资收益亏损 4426 万元。2023 年公 司毛利率为 28.80%，同比+2.00pcts；净利率为 1.73%，同比+1.00pcts。 24 年 Q1 公司毛利率为 32.31%，同比+0.17pcts，环比+4.99pcts；净利率 为 0.82%，同比-7.96pcts，环比+3.12pcts。费用方面，24 年 Q1 公司销售、 管理、研发、财务费用率分别为 15.53%/4.94%/5.62% ...