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]

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 | | ...