1 / 5 证券代码：300448 证券简称：浩云科技 广州市浩云安防科技股份有限公司 投资者关系活动记录表 编号：2016-003 | --- | --- | --- | |--------------|------------------------------------|----------------------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称 | 国泰君安证券王 ** | ，诚江投资兰 ** ，东莞证券孙 **、郭** ，中 | | 及人员姓名 | | 楷股权投资基金罗**，华泰证券黄**，泽元投资管理杨 ** ，光 | | | | | | | | 大金控马**，中邮基金吴*，光大资管傅*，新价值投资范*， | | | 大树投资王**、温 * | | | 时间 | 2016 年 5 ...

证券代码：300448 证券简称：浩云科技 浩云科技股份有限公司 投资者关系活动记录表 编号：2020-016 | --- | --- | --- | |---------------|-----------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ☑ 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | | | 参与单位 | | | | 名称及人 | 互兴资本陈 **、梁**共 | 2 名投资者 | | 员姓名 | | | | 时间 | 2020 年 7 月 7 日 | | | 地点 | 公司会议室 | | | 上市公司 | | 董事会秘书陈翩、证券事务代表彭燕君、证券部经理甘春平、投资者 | | 接待人员 姓名 | 关系总监袁烈 | | | 投资者关 | 一、公司物联网战略介绍 | | | 系活动主 | | 公 ...

Group 1: Company Overview and Business Focus - Haoyun Technology focuses on the Internet of Things (IoT) industry chain, with strategic emphasis on two areas: a "no-code or low-code smart IoT data platform" and "UWB technology based on precise location services" [4] - The low-code platform allows rapid application development with minimal coding, enhancing efficiency and meeting diverse customer needs [6] - The market for low-code development platforms is projected to reach $15.5 billion, indicating significant growth potential [7] Group 2: UWB Technology Advantages - UWB technology offers centimeter-level positioning accuracy, outperforming Wi-Fi and Bluetooth, which have positioning accuracies of 5-10 meters [8] - UWB's stability and anti-interference capabilities make it suitable for complex environments, unlike Wi-Fi and Bluetooth, which are affected by obstacles [8] - UWB technology has low power consumption, extending system operational time and reducing radiation exposure [8] Group 3: UWB Applications - UWB technology is utilized in smart prison management, where it tracks inmates through wristbands and integrates with management platforms for comprehensive monitoring [9] - In community correction scenarios, UWB wristbands and customized phones facilitate tracking and management of individuals under supervision [9] - The technology has been successfully implemented in various sectors, including nuclear power and financial institutions, enhancing safety and operational efficiency [11][18] Group 4: Blockchain Integration - The integration of blockchain technology with IoT provides security, privacy, and tamper-proof data management, addressing challenges posed by massive data generated by IoT devices [13] - Haoyun Technology collaborates with Guangzhou University to advance research in IoT and blockchain, focusing on data management and security [13] Group 5: Strategic Partnerships - Haoyun Technology has a strategic partnership with Huawei in the financial sector, leveraging Huawei's AI capabilities and cloud storage solutions [14] - The company holds approximately 30% market share in the financial IoT management platform, indicating a strong position in the industry [14] Group 6: Future Prospects - The UWB market is expected to expand significantly, with enterprise applications in China projected to exceed 100 billion [13] - The company is actively exploring new applications for UWB technology across various industries, including smart cities and industrial management [18]

证券代码：300448 证券简称：浩云科技 浩云科技股份有限公司 投资者关系活动记录表 编号：2020-013 | --- | --- | --- | |----------|------------------------|----------------------------------------------------------------| | | | | | 投资者关 | □ 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | ☑ | 其他（腾讯会议平台线上交流） | | 参与单位 | | 海通证券郑**、百石跨境并购基金蒋**、广东恒昇基金罗 ** 、珠海市 | | 名称及人 | | 怀远基金李**、四恒基金段**、富利达基金樊**、建信基金刘**、广州 | | 员姓名 | | | | | 汇垠澳丰股权投资基金张 | ** 、深圳市前海梧桐并购投资基金刘**、深 | | | | 圳跨越基金梁**、深圳市前海安卓股权投资基金黄*、中银国际证券杨 | | | ** | ...

Group 1: IoT Strategy and Low-Code Platform - The company focuses on the IoT industry chain, with strategic emphasis on a low-code platform that allows rapid application development with minimal coding requirements [2][3] - The low-code platform features include IoT + management attributes, strong compatibility with various software and hardware, and flexible configuration capabilities, reducing project development time to 1/10 of traditional methods [4][11] - According to Forrester, the low-code development platform market is expected to reach $15.5 billion by 2020, with over 75% of application users developing in low-code and no-code environments [4] Group 2: UWB Technology and Applications - UWB technology, recognized for its high precision and low power consumption, is gaining traction among major companies like Apple, Xiaomi, and OPPO, indicating a growing market acceptance [5][6] - UWB applications span both consumer and industrial markets, enabling precise location management and real-time tracking in various scenarios, including smart homes, financial services, and industrial automation [6][8] - The company’s subsidiary, Runan Technology, has successfully implemented UWB technology in sectors such as judicial, financial, and nuclear power, enhancing operational efficiency and safety [7][8] Group 3: Market Position and Future Outlook - The company is positioned at the forefront of UWB technology application, particularly in finance and power sectors, but faces challenges such as interference and power consumption in different scenarios [9][10] - The low-code platform is being implemented in various industries, including banking and property management, with plans for further expansion [10][11] - The integration of low-code platforms with UWB technology is expected to significantly enhance operational efficiency and open new market opportunities [12]

证券代码：300448 证券简称：浩云科技 浩云科技股份有限公司 投资者关系活动记录表 编号：2020-001 | --- | --- | --- | |-----------------------|-----------------------------|--------------------------------------------------------| | | | | | 投资者关系活 | ☑ 特定对象调研 | □ 分析师会议 | | 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 | | | 参与单位名称 | | 天津瑞熙投资张**、深圳鑫安信资产管理金**、深圳科唐投资 | | 及人员姓名 | 吴 ** | | | 时间 | 2020 年 1 月 7 日 | | | 地点 | 公司会议室 | | | 上市公司接待 人员姓名 | | 副总经理兼董事会秘书陈翩、投资者关系负责人袁烈 | | 投资者关系活 | 一、公司战略 | | | 动主要内容介 | 1 | 、经过十八年的发展，浩云科技已经成 ...

证券代码：300448 证券简称：浩云科技 浩云科技股份有限公司 投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |-----------------|-------------------------------|----------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称 | 长城证券于**、高 ** | | | 及人员姓名 | | | | 时间 | 2018 年 01 月 16 日 | | | 地点 | 公司会议室 | | | 上市公司接待 | | | | 人员姓名 | | 副总经理、董事会秘书陈翩；证券部副经理甘春平 | | 投资者关系活 | 一、公司近期相关情况介绍 | | | 动主要内容介 绍 | 1 、公司 2017 | 年度业绩预告已经披露，预计公司 ...

编号：2020-009 □特定对象调研 □分析师会议 投资者关 系活动类 □媒体采访 □业绩说明会 别 □新闻发布会 □路演活动 □现场参观 ☑其他（投资者电话交流会议） 证券代码：300448 证券简称：浩云科技 浩云科技股份有限公司 投资者关系活动记录表 | --- | --- | |----------|---------------------------------------------------------------------| | | | | 参与单位 | 东兴证券王**、万**、范*、袁 *、陈* 、何**、陶**、林*、卢*，华商基金 | | 名称及人 | 侯*，融通基金曹**，中国人寿资产朱 ** ，中华保险揭*，长江养老 | | 员姓名 | | | | 保险邓*，中泰证券李**，国金证券吴*，新时代证券何**，平安证 | | | 券李*，华福证券张*，众应互联宁**，中路股份源**，鑫安信资产 | | | 金 ** ，晨翔投资周 ** ，浪潮科技张 * ，聚成投资沈*，交通银行郭 * | | | * ，澄澈投资孙 ** ，诚盛投资康 ** ，辰翔投资白 * ，鸿商资本李 ** ， ...

Group 1: Company Overview and Financial Performance - The company focuses on two main business areas: a "business engine-based smart IoT data platform" and UWB technology for precise location services [4] - Since its listing in 2015, the company's net profit has grown at an annual rate of 20%-30%, with 2018 revenue at 765 million and net profit at 140 million. The 2019 profit forecast is between 155 million and 180 million [4] - The company maintains a healthy cash flow, with cash on hand amounting to several hundred million [4] Group 2: Low-Code Platform - The low-code platform is a zero-code or low-code tool that allows for rapid application development, similar to a Lego drag-and-drop tool [5] - The platform has three key features: compatibility with various software and hardware, integration of IoT data with management processes, and a flexible configuration engine for custom management [6] - The platform is currently applied in finance, justice, public safety, and ubiquitous power sectors, with plans for expansion into other industries [6] Group 3: UWB Technology - UWB technology offers advantages over Wi-Fi and Bluetooth, including centimeter-level accuracy (dynamic 0.5 meters, static 2 centimeters), strong stability, and low power consumption [8] - The company has developed UWB applications in judicial settings, including smart prison management and community correction systems [9] - UWB technology is also utilized in financial sectors for precise personnel tracking and in nuclear power for detailed location management [11] Group 4: Market Potential and Strategic Partnerships - The estimated market size for UWB technology in civilian applications is approximately 30 billion [14] - The company has formed a strategic partnership with Huawei to leverage cloud capabilities and high-performance chips for banking applications [16] - The company aims to replicate successful models from the financial sector to other industries, targeting significant market share growth [16]

Business Overview - The company focuses on two main areas: a "smart IoT data platform based on business engines" and UWB technology for precise location services [4][5] - The smart IoT data platform is a low-code or no-code platform that allows for rapid development and deployment, integrating with various software and hardware [5][12] - UWB technology provides precise location data, enhancing business management and IoT applications [6][9] Key Business Lines - **Financial IoT**: New demands for non-security IoT management have emerged, creating new profit growth opportunities [6] - **Smart Justice**: The subsidiary Runan Technology offers comprehensive solutions for judicial clients, including smart prisons and community corrections [6][9] - **Public Safety**: A multi-dimensional big data platform provides extensive data tracking and services for public safety [6][9] - **Ubiquitous Power IoT**: Collaborating with the Electric Power Research Institute to develop new products for power IoT management [7] UWB Technology Advantages - UWB technology offers high precision (within 10 cm), strong stability, and anti-interference capabilities [8][9] - It is suitable for various specialized markets, including law enforcement, nuclear power, and healthcare [8][9] - The technology can effectively manage high-risk personnel during the pandemic through tracking and monitoring solutions [10][11] Low-Code Platform Features - The low-code platform integrates IoT management with OA and ERP systems, aiming to reduce development time and costs [12][13] - The goal is to lower the development workload to below 5% of the total platform development time [12] - The platform allows for flexible configuration and management, enhancing user experience and reducing costs [12][13] Future Growth Areas - The company aims to promote its low-code platform in various sectors, including smart buildings and ports [14] - UWB technology will be further promoted in judicial, financial, and electrical sectors [14][15] - The company is exploring opportunities in pandemic management and emergency response solutions [15]