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维海德(301318) - 2025年7月7日-7月8日投资者关系活动记录表
2025-07-08 08:04
Group 1: Company Overview - The company specializes in the R&D, production, and sales of high-definition and ultra-high-definition video conferencing cameras, video conferencing terminals, and related audio-visual communication equipment, making it a key supplier in China's audio-visual communication sector [1] - Its products are widely used in various fields, including business video conferencing, educational recording, government and enterprise business, remote education, telemedicine, live streaming, and infrared temperature measurement [1] Group 2: Performance and Market Strategy - The company expects growth in 2024 and Q1 2025 due to a recovering industry climate and strong terminal market demand, supported by high R&D investment [2] - The company is actively expanding its global local agent channels and enhancing overall service construction for its self-owned brand, with a focus on long-term brand building and localized operations in Europe and the U.S. [2] - There is no direct competition between the self-owned brand business and ODM business due to significant differences in product positioning, sales channels, and application scenarios [2] Group 3: Profitability and M&A Strategy - The company aims to maintain high gross margins through product innovation, customer structure optimization, and exploring high-value markets [2] - The company is focused on acquiring quality targets that align with its "technology-driven + ecological synergy" strategy, emphasizing vertical integration and horizontal extension in the audio-visual, algorithm, and AI technology sectors [3] - The goal is to enhance competitive advantages in key areas of the industry chain and achieve value multiplication through capacity synergy optimization and resource sharing [3]
【私募调研记录】鸿道投资调研维海德
Zheng Quan Zhi Xing· 2025-07-04 00:13
Group 1 - The core viewpoint of the article highlights that the company Weihai De is expected to experience growth in performance in 2024 and the first quarter of 2025 due to rising industry prosperity and increased terminal market demand [1] - The company has achieved results through deepening market layout and high R&D investment, indicating a strong commitment to innovation and technology [1] - The video conferencing industry presents high technical and R&D barriers for new entrants, suggesting that the competitive landscape will become more challenging as technology replacement accelerates [1] Group 2 - The company plans to maintain profit margins through product innovation, optimizing customer structure, and exploring high-value markets [1] - The delivery cycle for products is 1 to 2 months, which is aligned with customer delivery plans [1] - The company focuses on high-quality targets and aims to promote industry chain integration through technology-driven and ecological synergy strategies, expecting to achieve a value multiplication effect [1]
维海德(301318) - 2025年7月2日-7月3日投资者关系活动记录表
2025-07-03 08:24
Company Overview - Shenzhen Weihai De Technology Co., Ltd. specializes in the R&D, production, and sales of high-definition and ultra-high-definition video conferencing cameras, video conferencing terminals, and related audio-visual communication equipment [1] - The company is a major supplier in China's audio-visual communication equipment sector, with applications in business video conferencing, education recording, remote education, telemedicine, live streaming, and infrared temperature measurement [1] Market Performance - The industry is experiencing a recovery, with strong demand in the terminal market contributing to performance growth in 2024 and Q1 2025 [2] - The company maintains a high R&D investment ratio, which has yielded positive results [2] Technical Barriers - The video conferencing industry has significant technical barriers due to the need for expertise in audio and video codec algorithms, image processing, integrated circuit applications, and embedded software development [2] - New entrants face challenges in mastering the comprehensive technologies required, necessitating substantial R&D investment and time [2] - As technology evolves, the demand for product performance, reliability, and customization increases, raising the technical and R&D barriers further [2] Profitability Outlook - The company aims to maintain profit margins through product innovation, customer structure optimization, and expansion into high-value markets [2] Delivery and Acquisition Strategy - The typical delivery cycle for products is approximately 1 to 2 months, depending on customer demand [3] - The company is actively seeking quality acquisition targets, focusing on "technology-driven + ecological synergy" strategies to enhance core technological capabilities and market presence [3] - The goal is to achieve strategic synergy through capacity optimization, shared R&D resources, and customer channel collaboration, aiming for a value multiplication effect [3]
维海德(301318) - 关于开立闲置募集资金现金管理专用结算账户的公告
2025-06-09 10:00
证券代码:301318 证券简称:维海德 公告编号:2025-027 近日,公司新开立了募集资金现金管理专用结算账户,账户具体信息如下: | 开户机构 | 账户名称 | 资金账号 | | --- | --- | --- | | 中国工商银行股份有限公司 | 深圳市维海德技术股份有限公司 | 4000026519200974279 | | 深圳航城支行 | | | 根据《上市公司监管指引第2号——上市公司募集资金管理和使用的监管要 求》及《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规范 运作》等法律法规的相关规定,上述账户将仅用于闲置募集资金进行现金管理的 专用结算,不会用于存放非募集资金或用作其他用途。 特此公告。 深圳市维海德技术股份有限公司董事会 深圳市维海德技术股份有限公司 关于开立闲置募集资金现金管理专用结算账户的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 深圳市维海德技术股份有限公司(以下简称为"公司")于 2024 年 8 月 27 日 召开第三届董事会第十次会议、第三届监事会第十次会议,审议通过《关于使用 暂时闲置募集资 ...
维海德:红思客资产、和君咨询等多家机构于5月28日调研我司
Zheng Quan Zhi Xing· 2025-05-29 13:36
Group 1 - The company operates in the video conferencing camera industry, which is expected to evolve through technological upgrades, diversified applications, and innovative service models driven by technological innovation and demand upgrades [2] - Future growth drivers include technological iteration with the integration of AI and 5G, normalization of hybrid work leading to a polarization in hardware development, and global market expansion through overseas capacity and marketing network [3] - The company plans to expand into various application fields such as business video conferencing, education recording, remote medical services, and more, while enhancing its product matrix and ecosystem through technological innovation [4] Group 2 - The company aims to strengthen its market channels and product matrix while enhancing operational capabilities, focusing on building localized marketing teams and optimizing channel management for global market influence [5] - Supply chain optimization will involve intelligent equipment upgrades and digital system integration to enhance production efficiency and competitiveness in international markets [6] - The company expects to maintain profit margins through product innovation, customer structure optimization, and targeting high-value markets [7] Group 3 - The company is actively seeking quality acquisition targets to enhance its core technology areas and strengthen its competitive advantages through vertical integration and horizontal expansion within the industry [8] - The company reported a revenue of 193 million yuan in Q1 2025, a year-on-year increase of 66.06%, with a net profit of 42.31 million yuan, up 92.94% year-on-year, and a gross margin of 47.25% [9]
维海德(301318) - 2025年5月28日-5月29日投资者关系活动记录表
2025-05-29 10:30
Group 1: Company Overview - The company specializes in the R&D, production, and sales of high-definition and ultra-high-definition video conferencing cameras, video conferencing terminals, and related audio-visual communication equipment [1] - It is a major supplier of audio-visual communication equipment and solutions in China, with applications in business video conferencing, education recording, remote education, remote medical care, and more [1] Group 2: Industry Trends and Growth Drivers - The video conferencing camera industry is expected to evolve around technological upgrades, diversified applications, and innovative service models driven by technological innovation and demand upgrades [2] - Future growth is primarily driven by three factors: 1. Technological iteration, with AI and 5G integration enhancing features like smart framing and real-time translation, and H.266 codec technology reducing bandwidth requirements by 50% [2] 2. The normalization of hybrid work, leading to a polarization in hardware development towards consumer-grade portable devices and high-end all-in-one machines [2] 3. Global expansion through overseas production capacity and marketing network development to capture market share [2] Group 3: Product and Market Expansion - The company plans to expand into more niche application areas while enhancing its product matrix's vertical scene adaptability and horizontal ecological synergy through technological innovation [2] - In 2025, the company aims to strengthen local marketing teams and optimize channel management to enhance global market influence and brand recognition [3] Group 4: Supply Chain and Profitability - The company is focused on optimizing its supply chain by advancing equipment automation and digital system collaboration to enhance production efficiency [3] - Future gross margin is expected to be maintained through product innovation, customer structure optimization, and exploring high-value markets [3] Group 5: Mergers and Acquisitions Strategy - The company is actively seeking quality targets for mergers and acquisitions, focusing on "technology-driven + ecological synergy" strategies to deepen its core technology fields [3] - It aims to enhance competitive advantages in key areas of the industry chain and accelerate technology integration and market complementarity through strategic collaborations [3]
维海德(301318) - 2024年年度权益分派实施公告
2025-05-23 09:32
证券代码:301318 证券简称:维海德 公告编号:2025-026 深圳市维海德技术股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 特别提示: 1、深圳市维海德技术股份有限公司(以下简称"公司")回购专用证券账户 中的股份265,591股不参与本次权益分派。本次权益分派将以公司现有总股本 135,130,876股剔除已回购股份265,591股后的134,865,285股为基数,向全体股东每 10股派3.75元人民币(含税),实际派发现金分红总额=134,865,285股×3.75元/10 股=50,574,481.88元(含税)。 2、本次权益分派实施后,按公司总股本135,130,876股折算的每10股现金分红 金额以及据此计算的除权除息参考价的相关参数和公式计算如下:按公司总股本 (含回购股份)折算的每10股现金分红金额(含税)=本次实际现金分红总额/公 司总股本×10股=50,574,481.88元÷135,130,876股×10股=3.742629 元(保留六位 小数,最后一位直接截取,不四舍五入);本 ...
5月20日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-20 10:19
Group 1 - Hongjing Technology signed a service contract for an intelligent computing project with a total amount of 597 million yuan, valid for 5 years [1] - Weifu High-Tech's subsidiary invested 220 million yuan to establish a joint venture with Shanghai Baolong Automotive Technology [2] - Zhongshan Public received approval for the registration of short-term financing bonds amounting to 2 billion yuan and medium-term notes of 3 billion yuan [3] Group 2 - Lianhua Technology established a venture capital fund with a total commitment of 200 million yuan, contributing 100 million yuan as a limited partner [4] - Changan Technology's shareholder signed an agreement to transfer 6.27% of the company's shares to Hefei State Capital Venture Investment [6] - Hangzhou Garden announced a cash dividend of 0.5 yuan per 10 shares, totaling 6.62 million yuan [8] Group 3 - Huamao Technology plans to acquire 100% equity of Fuchuang Youyue, leading to a temporary suspension of its stock [9] - Zhuojin Co. won a bid for a soil remediation project in Hefei with a contract value of 67.68 million yuan [10] - Shanghai Pharmaceuticals received FDA approval for two drugs, enhancing its product portfolio [10] Group 4 - Fuxing Pharmaceutical's senior vice president resigned for personal reasons [12] - Baolong Technology's subsidiary plans to invest 180 million yuan in a joint venture [13] - ST Zhongdi intends to utilize surplus funds from a project company, with a maximum of 106 million yuan [14] Group 5 - Nanchao Food reported a significant decline in net profit for April, down 82.14% year-on-year [16] - Changshan Pharmaceutical received a drug registration certificate in Belarus for a new product [18] - Nanshan Aluminum established a wholly-owned subsidiary for photovoltaic energy projects with an investment of 5 million yuan [20] Group 6 - Bozhong Precision announced the resignation of a director and deputy general manager [22] - Xinjiang Jiaojian won a bid for a highway construction project valued at 451 million yuan [23] - Guangzhou Restaurant declared a cash dividend of 0.48 yuan per share, totaling 273 million yuan [25] Group 7 - Weili Medical's subsidiary obtained a medical device operating license, allowing it to engage in wholesale activities [27] - New Australia Co. announced a cash dividend of 0.3 yuan per share, totaling 219 million yuan [28] - Lianhua Technology's subsidiary entered the new third board innovation layer [29] Group 8 - Huaxi Energy's chairman resigned due to personal reasons [31] - Yipin Hong plans to use up to 500 million yuan of idle funds for cash management [33] - Shouhua Gas intends to purchase bauxite resources through market means [34] Group 9 - Jincheng signed a service agreement for underground mining operations at the Komakau Copper Mine, valued at approximately 805 million USD [34] - Wanrun New Energy signed a supply contract with CATL for lithium iron phosphate products, with a total supply of about 1.32 million tons [35] - Weili plans to transfer 100% equity of a subsidiary to Chengfa Environment for 100 million yuan [36] Group 10 - Zhenlei Technology's subsidiary received government subsidies of 2.21 million yuan, positively impacting profits [38] - Weir shares plan to change their name to "Haowei Group" to reflect strategic direction [39] - YTO Express reported a revenue increase of 16.32% in April, totaling 5.755 billion yuan [39]
破发股维海德4股东拟减持 2022IPO募11亿方正证券保荐
Zhong Guo Jing Ji Wang· 2025-05-20 03:26
Core Viewpoint - The company Weihaide (301318.SZ) announced a share reduction plan by major shareholders, which includes a total reduction of 2,487,500 shares, accounting for 1.84% of the company's total share capital [1][2][3]. Shareholder Reduction Plans - Major shareholder Wang Yan holds 16,846,050 shares (12.49% of total shares) and plans to reduce up to 800,000 shares (0.59%) from June 11, 2025, to September 10, 2025 [1][3]. - Director and Vice President Chen Liwu holds 3,775,200 shares (2.80%) and plans to reduce up to 900,000 shares (0.67%) during the same period [1][2]. - Vice President Lü Jialong holds 1,950,000 shares (1.45%) and plans to reduce up to 487,500 shares (0.36%) [2][3]. - Financial Director Wu Wenjuan holds 1,209,000 shares (0.90%) and plans to reduce up to 300,000 shares (0.22%) [2][3]. - The total planned reduction by these shareholders amounts to 2,487,500 shares, representing 1.84% of the company's total share capital [2][3]. Company Background - Weihaide was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 10, 2022, with an initial public offering of 17.36 million shares at a price of 64.68 yuan per share [4]. - The company is currently in a state of share price decline, having fallen below its initial offering price [4]. Fundraising and Projects - Weihaide raised a total of 1.1228448 billion yuan in its public offering, with a net amount of 1.0448897 billion yuan after deducting issuance costs [5]. - The original fundraising target was 490.6798 million yuan for projects including the industrial expansion of audio and video communication equipment, R&D center construction, marketing network development, and working capital [5][6]. Dividend Announcements - The company announced a dividend plan on May 20, 2023, proposing a bonus of 5 shares for every 10 shares held and a pre-tax dividend of 3 yuan, with the record date on May 26, 2023 [7]. - A subsequent dividend announcement for May 18, 2024, includes a proposal for a bonus of 3 shares for every 10 shares held and a pre-tax dividend of 2 yuan, with the record date on May 23, 2024 [7].
晚间公告丨5月19日这些公告有看头
第一财经· 2025-05-19 15:58
Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors on recent corporate actions and developments. Group 1: Corporate Announcements - Kweichow Moutai's shareholders approved a profit distribution plan for 2024, proposing a cash dividend of 276.24 yuan per 10 shares, totaling 34.672 billion yuan [3] - Weir Shares plans to change its name to "Haowei Group" and its stock abbreviation to "Haowei Group," pending shareholder approval [4] - Weili intends to transfer 100% equity of its subsidiary Dunhua Zhongneng to Chengfa Environment for a total consideration of approximately 323 million yuan [6] - Wanrun New Energy signed a business cooperation agreement with CATL to supply lithium iron phosphate products, with an estimated total supply of about 1.3231 million tons from 2025 to 2030 [7] - Shouhua Gas plans to purchase bauxite resources through market means, with a financing application of up to 2 billion yuan [8] Group 2: Regulatory and Compliance - Gao Neng Environment received an administrative regulatory decision from the Beijing Securities Regulatory Bureau due to insufficient impairment testing and inaccurate disclosures [9] - ST Shilong applied to revoke its other risk warning status, indicating compliance with relevant regulations [14] Group 3: Mergers and Acquisitions - Huixin Electronics plans to acquire 67.91% of Baode Computer through a combination of cash and stock issuance, enhancing its position in the IT infrastructure sector [19] - Kangping Technology intends to acquire 100% of Sulu Electronics for 198 million yuan to expand its electric tools business [23] - Xinjiang Haoyuan plans to change its name to "Wanqing Energy" to better reflect its business structure [26] Group 4: Financing and Investments - Shanghai Xinyang plans to invest 30 million yuan in the establishment of the Qixin Fund, focusing on high-tech sectors [12] - Taihe Co. intends to invest up to 150 million USD (approximately 1.082 billion yuan) in a pesticide and functional chemicals project in Egypt [28] Group 5: Strategic Partnerships and Contracts - Dongzhu Ecology signed a 3.5 billion yuan EPC contract for land consolidation in Laos [30] - Youa Co. signed a strategic cooperation framework agreement with Changsha Guokong Capital and Tsinghua Electronics Institute to promote the semiconductor industry [32] Group 6: Shareholder Actions - Wanfeng Co. plans to reduce its stake by up to 1.75% through block trading [35] - Tuoershi's controlling shareholder intends to reduce its stake by up to 2% [36]