Group 1: Company Overview - The company, Guangzhou Haoyun Security Technology Co., Ltd., was established in 2001 and went public in April 2015 [3] - Currently, the company is in a phase of strategic planning for new business layouts, primarily relying on external expansion [3] Group 2: Business Segments - The business is divided into two main categories: customized financial security products and the emerging "Internet platform" [3] - Financial security products include hardware and system integration, primarily focused on bank security, which constitutes the main business [3] Group 3: Financial Security Products - The revenue structure is predominantly from security systems, with over 400 banking clients, including major commercial banks and rural credit cooperatives [3] - The market size for financial security is approximately 40 billion, with bank security accounting for over 90% of this market [3] - The company's revenue scale is around 400 million, with a market share of about 1% [3] Group 4: Product Classification - 70% of products are integrated solutions, including hardware applications, while 30% are hardware production tailored to client needs [5] - The direct sales to financial clients account for about 20% of the 30% hardware production, with the remaining 10% sold indirectly to contractors [5] Group 5: Internet Platform Development - The company began developing its Internet platform in 2009, with the bank security management system significantly contributing to performance in 2014 [5] Group 6: Future Strategic Directions - The company aims to deepen its focus on financial security and expand its field, while also addressing non-security financial risks such as market and operational risks [6] - Plans include providing services related to financial information security and big data, as well as exploring non-financial security projects [6] Group 7: Equity Incentives - The first phase of equity incentives involved around 80 individuals before the company went public, while the second phase recently completed involved 113 individuals, with no overlap in recipients [6] - The grant price for the second phase of restricted stock was set at 27.86 yuan [6]

1 / 10 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：2016-002 | --- | --- | --- | |---------------------------|------------------------------------|----------------------------------------------------------| | | | | | 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 | | 兴业证券徐**、前海德润资本欧阳**、国信证券刘**、海通证券 | | 及人员姓名 | 童 ** 、广州证券黄 | **、高** 、西藏源乘投资邬**、展博投资谢**、 | | | | | | | 前海开源苏 ** 、中邮基金杨 | ** 、东吴证券郝 ** 、银领资本葛 ** 、 | | | | 银石投资罗 ...

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：2016-005 | --- | --- | --- | |-----------------------|------------------------------------|------------------------------------------------------| | | | | | 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 | 国泰君安缪**，招商证券资管何 | ** ，德邦证券徐 ** ，沃瓏港资 | | 及人员姓名 | 管宋**，冠丰资管黄**，红土创新李 | * | | | | | | 时间 | 2016 年 11 月 2 日 | | | 地点 | 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、 ...

Financial Performance - In 2015, the company achieved revenue of 466 million yuan, a year-on-year increase of 20.56% [2] - Net profit reached 65.88 million yuan, with a growth of 15.48% [3] Business Expansion - The company acquired Shenzhen Runan Technology Development Co., expanding into the judicial and smart city sectors [3] - A non-public offering raised 680 million yuan for three main projects: big data and deep intelligent analysis system, socialized security operation platform, and prison big data management platform [3] Market Overview - The financial security market was approximately 50 billion yuan in size, with a stable annual growth rate of 7%-9% [7] - The market is driven by the increasing number of bank branches, rapid growth of self-service banking, and continuous upgrades in security technology [7] Security System Costs - The average construction cost for a bank security system ranges from 300,000 to 500,000 yuan, depending on various factors [6] - As of 2015, there were about 220,000 bank branches in China, each with varying security system requirements [6] Product Development - The company plans to produce 15-20 sets of video image big data platforms and 6,000 sets of deep intelligent analysis systems annually [11] - The intelligent early warning system utilizes deep learning algorithms for behavior analysis and anomaly detection [10] Market Position - The company holds about one-third of the market share in the monitoring center software sector, with approximately 600 monitoring centers using its platform [11] - The financial security market is highly fragmented, with the company positioned as a leading provider of integrated solutions [12] Future Strategies - Plans to expand product lines and solutions, including smart security devices and integrated management platforms [12] - Targeting new markets and increasing presence in regions like Northwest China, with significant opportunities in emerging markets [12] Employee Incentives - The company has implemented two phases of equity incentives, covering over 50% of management and core staff [15]

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 ...