Group 1 - The company held an investor relations activity on September 19, 2025, focusing on its market value and strategic plans [1] - Investors raised concerns about the company's stock price being lower than loss-making stocks and those at risk of delisting, to which the company responded that market fluctuations are influenced by macroeconomic conditions and industry cycles [1] - The company aims to enhance its profitability and competitiveness while focusing on its core business to improve intrinsic value and market capitalization [1] Group 2 - The company plans to break away from traditional manufacturing labels by developing a closed-loop production chain and expanding into emerging fields such as smart and health lighting [1] - The company reported sales of over 15,000 units of its oxygen sleep instrument on Douyin, indicating a robust online and offline sales network [1] - The company has established a comprehensive sales system that includes online content e-commerce and collaborations with influencers, as well as a national network of flagship operation centers in key cities [1] Group 3 - The company believes that the future of the industry will focus on intelligence and sustainability, with smart lighting penetrating various scenarios and green low-carbon lighting becoming mainstream [1] - The company plans to increase R&D investment in smart and low-carbon lighting, solidify its position in the high-end markets of Europe and America, and explore emerging markets [1] - The acquisition of 51% of New航科技 and 18.77% of 普瑞光电 is expected to facilitate entry into new fields and expand the lighting sector [1] Group 4 - The company reported a significant decline in revenue and net profit in the 2025 mid-year report, with revenue down by 200 million and net profit down by 11 million [1] - The increase in sales and R&D expenses, amounting to 100 million and 48 million respectively, is attributed to strategic investments in overseas sales channels and new product development [1] - The company anticipates that the effects of these investments will gradually become evident in the second half of the year [1]
调研速递|木林森接受广东辖区投资者网上集体接待日活动超百家机构调研,聚焦市值、新质生产力等要点