上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |-----------------------|-------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | 广发证券—孙柏阳，王宁 | | ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |---------------------------|-------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | | 长江证券—凌润东；健顺投资—邵伟；恒越基金—张凯；中信 | | 及人员姓名 | | 证券—李越、杨昕芸；长信基金—齐菲。 | | 时间 | 2021 年 9 月 7 日— | 2021 年 9 月 8 日 | | ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |--------------|---------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 | | 特定对象调研 □ ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |---------------------------|-------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |-----------------------|------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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（电话会议） | | 参与单位名称 | | 国元证券—秦亚男、耿军军；招商证券—刘玉萍、华宝基金— | | 及人员姓名 | | 强超廷；聆泽投资—翟云龙；国泰—谢泓材；银河—田萌、沈 | | | | 怡；博时—张晔；光保—安鹏；申万— ...

证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |---------------------|---------------------------------------------------------------|------------------------------------------------------------------------------------------| | | | | | 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（电话会议） | | 参与单位名称 | | 谢诺辰阳私募—郭乐颖；世诚投资—周捷；奶酪投资—王颖贤； | | 及人员姓名 | | 汇升投资—张攀、周丽；合煦智远—何宇涵；盈米基金—陈龙； | | | | 发展研究中心—刘雪峰、雷棠棣；鼎萨投资—张王品；含德投 | | | | 资—王照峰；平安养老—邵进明；泓澄投资—曹中舒；晨燕资 | | | | 产—腾兆杰；明亚基金—陈思雯；明河投资 ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |--------------|--------------------------------|---------------------------------------------------------------------------------------------------------------| | | | | | 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（电话会议） | | 参与单位名称 | Evli Group — | Burton Flynn、Ivan Nechunaev | | 及人员姓名 | | | | 时间 | 2021 年 10 月 26 日 | | | 地点 | 公司 | | | 上市公司接待 | 董事会秘书刘明洲、总经理郑之开 | | | 人员姓名 | | | | | 主要交流内容如下： | | | ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 | | 特定对象调研 □分析师会议 | | ...

上海维宏电子科技股份有限公司投资者关系活动记录表 证券代码：300508 证券简称：维宏股份 | --- | --- | --- | |-------------------------|-------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Financial Performance - In H1 2022, the company's revenue was 212 million, a decrease of 2% year-on-year [1] - The net profit attributable to shareholders was 31 million, down 28% year-on-year; the net profit excluding non-recurring items was 29 million, a decrease of 23% year-on-year [1] - Revenue from the Shanghai headquarters was 59 million, with a net profit of 15.3 million [1] - Revenue from the Nanjing branch was 6.7 million [1] Group 2: Competitive Landscape - The company competes in various industries with different competitive dynamics; in laser cutting control systems, the main competitors are the company and another domestic firm [1] - In the water cutting sector, the company is considered the best in China; competition in the woodworking industry, especially in panel furniture, is more intense [1] - The market for metal cutting control systems is broad, with low-end products primarily from domestic manufacturers and mid-to-high-end products dominated by foreign brands [1] Group 3: Customer Strategy - The company focuses on acquiring leading customers to drive product upgrades and enhance industry image [2] - The switching cost for customers is mainly related to learning costs, which can be managed through training [2] - For small and medium-sized customers, the company offers standard versions of products alongside customized versions for larger clients [2] Group 4: Profitability and Costs - The overall gross margin has declined significantly, particularly for integrated machines, due to changes in product structure; the gross margin for the Nanjing branch is about half that of the Shanghai headquarters [2] - Rising raw material prices have some impact on costs, but the effect is minimal as the core of the products is software [2] Group 5: R&D and Future Plans - The company will not produce laser heads but will focus on being a control system manufacturer, collaborating with laser and cutting head manufacturers [3] - R&D investments will continue but are expected to focus on improving efficiency rather than increasing headcount unless entering new industries [3] - The company has decided to pause investments in laser welding automation for now, awaiting developments from other manufacturers [3]