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：2020-004 | --- | --- | --- | |--------------|-----------------------------------------|--------------------------------------------------------| | | | | | 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 | 南方基金汪 ** | | | 及人员姓名 | | | | 时间 地点 | 2020 年 1 月 22 日 公司会议室 | | | 上市公司接待 | | | | 人员姓名 | | 董事会秘书陈翩、证券部副经理甘春平 | | 投资者关系活 | 一、公司战略进展情况 | | | 动主要内容介 | | 目前，公司正以基于业务引擎的低代码智慧物联网数据 | | 绍 | | 平台为核心，为我 ...

Group 1: Company Overview and Financial Performance - In 2019, the company achieved a revenue of 784 million CNY, representing a year-on-year growth of 2.50% [2] - The revenue breakdown includes: - IoT platform construction and solutions: 67% - IoT device and software sales: approximately 17% - Safe city operation business: approximately 7.5% - UWB business revenue: 63 million CNY, with a year-on-year growth of 220% [3][4] - Operating profit was 194 million CNY, with a year-on-year increase of 8.08% [3] - Net profit attributable to shareholders was 154 million CNY, growing by 10.13% year-on-year [3] - The net cash flow from operating activities was 119 million CNY, consistently positive and covering the annual net profit [3] Group 2: Business Focus Areas - The company focuses on three main areas: - Smart IoT data platform based on business engines - UWB business based on precise positioning services - Blockchain business development [3][4] - The smart IoT data platform is a low-code platform that allows rapid application development with minimal coding [4][5] Group 3: UWB Technology and Applications - UWB technology offers several advantages over Wi-Fi and Bluetooth, including: - High precision positioning (centimeter-level accuracy) - Strong stability and anti-interference capabilities - Better penetration and security [5][6] - UWB can operate over distances of up to 200 meters, while Wi-Fi and Bluetooth typically range from 10 to 50 meters [6] - The market for UWB applications is estimated to exceed 1 trillion CNY, with significant potential in enterprise-level applications and smart home technologies [8] Group 4: Blockchain Business Development - The company is collaborating with a partner to establish a blockchain joint venture, focusing on financial IoT applications [9] - Blockchain technology will enhance data accuracy and security, providing decentralized data management [9][10] Group 5: Impact of COVID-19 - The pandemic has impacted project implementation and acceptance, but the company expects minimal overall effect on annual performance due to existing orders [10] - New project bidding is gradually resuming, with expectations of stable demand from government and B-end clients [10] Group 6: Future Outlook - The low-code platform is anticipated to play a significant role in digital transformation across various industries [12] - UWB technology is expected to see increased adoption in smart homes, automotive electronics, and payment systems, with a focus on developing new industry solutions [15]

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：2020-012 | --- | --- | --- | |-------------------|------------------------------------|--------------------------------------------------------------| | | | | | 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（线上交流会议） | | | 参与单位 | 由同花顺网上路演平台定向邀请，共有 | 28 位投资者参与公司线上专 | | 名称及人 员姓名 | 场交流活动 | | | 时间 | 2020 年 5 月 11 日 | | | 地点 | 同花顺网上路演互动平台 | | | 上市公司 | | 董事长茅庆江、总经理雷洪文、副总经理兼董事会秘书陈翩、证券事 | | 接待人员 姓名 | | 务代表彭燕君、投资者 ...

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：2020-022 | --- | --- | --- | |----------|-----------------------------|------------------------------------------------------------| | | | | | 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 | 交银施罗德基金杨 ** | | | 员姓名 | | | | 时间 | 2020 年 9 月 9 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接待人员 | 董事会秘书陈翩 | | | 姓名 | | | | 投资者关 | 一、 ETC 新产品及 | UWB 智能杆新业务介绍 | | 系活动主 | | 公司在上市前的主要业务为金融安防，从 2015 年开 ...

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：2020-020 | --- | --- | --- | |-----------------|---------------------------------|-----------------------------------------------------------------| | | | | | 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 电话会议 | | | 参与单位 | | 粤科风险投资徐*、南方基金李*、交银施罗德郭*、新华资产朱 ** 、同 | | 名称及人 员姓名 | 泰基金沈*、陈**、中科沃土基金王 | ** 、华夏久盈周*、开源基金李*、久 | | | | | | | 银基金唐*、前海开源基金詹 | ** 、中能资本李 ** 、金泊投资陈 ** 、云玺 | | | | 股权投资基金周**、亿嘉投资谢*、阳光投资刘*、星 ...

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：2020-003 | --- | --- | --- | |-------------------------|------------------------------|----------------------------------------------------------| | | | | | 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 | | | 参与单位名称 及人员姓名 | | 博时基金尹*、玮尔资产邓*、国盛证券丁* | | | | | | 时间 | 2020 年 1 月 21 日 | | | 地点 | 公司会议室 | | | 上市公司接待 | | 董事会秘书陈翩、证券事务代表彭燕君、证券部副经理甘春平、 | | 人员姓名 | 投资者关系负责人袁烈 | | | 投资者关系活 | 一、公司战略进展情况 | | | 动主要内容介 | | ...

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：2020-017 | --- | --- | --- | |----------|------------------------------|----------------------------------------------------------| | | | | | 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 | 招商证券董 **、张**共 | 2 名投资者 | | 员姓名 | | | | 时间 | 2020 年 7 月 15 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接待人员 | | 董事会秘书陈翩、投资者关系总监袁烈 | | 姓名 | | | | 投资者关 | 一、公司物联网战略介绍 | | | 系活动主 | | 公司已围绕物联网产业链布局多年，近年开始 ...

Group 1: Company Strategy and Focus - The company has been focusing on the Internet of Things (IoT) industry chain for years, recently shifting its focus to industrial internet, which is a key area of the new infrastructure initiative [4] - The company's core products and strategic focus are on two main areas: a business engine-based smart IoT data platform and UWB (Ultra-Wideband) technology [4][6] Group 2: Smart IoT Data Platform - The smart IoT data platform is a low-code or no-code platform that allows rapid application development with minimal coding, enhancing user experience and efficiency [5][6] - The platform features three main characteristics: integration of IoT and management attributes, strong compatibility with various software and hardware, and a flexible configuration engine for easy customization [5][6][14] - According to Forrester, the market size for low-code development platforms is expected to reach $15.5 billion by 2020, with over 75% of application users developing in low-code or no-code environments [6] Group 3: UWB Technology - UWB technology is recognized for its high precision, low power consumption, and strong anti-interference capabilities, making it suitable for various applications in consumer and industrial markets [7][8][12] - The company’s subsidiary, Runan Technology, has been researching UWB technology since 2012, with applications in judicial, financial, nuclear power, and medical fields [8][9][15] - UWB technology is being integrated into various sectors, including smart judicial systems, electronic management systems in finance, and precise location management in nuclear power plants [9][15] Group 4: Market Position and Client Dependency - The company’s top five clients accounted for approximately 23% of its revenue in 2019, indicating no significant dependency on a single client [16] - The low-code platform has seen multiple successful implementations in the financial sector, with ongoing efforts to expand into real estate, property management, and logistics [16] Group 5: Future Outlook - The industrial internet is expected to see exponential growth in demand from G-end and B-end clients, with the company positioned to respond quickly to specific customer needs through its low-code platform [11][12] - The company is exploring various application scenarios for UWB technology, including smart parking, elderly care monitoring, and automated warehouse management [15]

1 / 11 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：2020-019 | --- | --- | --- | |-----------------|------------------------------------|-------------------------------------------------------| | | | | | 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 电话会议 | | | 参与单位 | 东兴证券王 **、刘* | 、同泰基金卞 **、邢**、麦**、王* 、沈*共 7 名投资 | | 名称及人 员姓名 | 者 | | | | | | | 时间 | 2020 年 8 月 27 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接待人员 | 董事会秘书陈翩、投资者关系总监袁烈 | | | 姓名 | | | | 投资者关 | ...

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：2019-004 | --- | --- | --- | |--------------|------------------------------|-------------------------------------------------------| | | | | | 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 | R 路演活动 | | | □ 现场参观 | | | | □ 其他 （ ） | | | 参与单位名称 | 新时代证券李 ** | ，长城证券李 ** ，银河证券黄 ** ，中广核资本 | | 及人员姓名 | | 王*，深圳金手指国际翟**，岩山资本王**，深圳汉富灏达资 | | | 产郭 ** ，浔峰投资梁 | ** ，创蓝投资徐 ** ，鲁芸投资王 **等 15 | | | 位 | | | 时间 | 2019 年 6 月 28 日 | | | 地点 | 广州保利洲际酒店 | | | 上市公司接待 ...