证券代码：002577 证券简称：雷柏科技 深圳雷柏科技股份有限公司投资者关系活动记录表 编号：2025-003 | | ■投资者调研□ 分析师会议 | | --- | --- | | 投资者关系活 | □ 媒体采访□业绩说明会 | | 动类别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观□其他 红思客资产赵吉星 | | | 远东宏信张洪滔 | | | 中国收购集团李紘德 | | 参与单位名称 | 华润银行郭常林 | | 及人员姓名 | 中金财富王翩 | | | 中投汇鑫基金卢顺樟 | | | 瀚鑫基金黄尚才 | | 时间 | 年 月 日（星期三） 2025 6 25 | | 地点 | 深圳雷柏科技股份有限公司会议室 | | 上市公司接待 | 公司副总经理、董事会秘书谢海波 | | | 证券事务代表张媛媛 | | 人员姓名 | 证券事务高级专员张文静 | | | 一、公司情况概述 | | | 雷柏科技成立于 年，成立之初，主营 业务，2007 2002 ODM | | | 年成立自主品牌"RAPOO",主推无线外设产品，以 2.4G 无线办 | | 投资者关系活 | 公外设在市场树立品牌印象，并 ...

今日导读 1. 商务部办公厅于24日发布《关于组织开展2025年千县万镇新能源汽车消费季活动的通 知》。 市场热点 2. 6月20日晚间，潍柴动力公告称，拟分拆子公司 潍柴雷沃智慧农业科技股份有限公司 至香港联交所主板上市。潍柴雷沃于当日向香港联交所递交首次公开发行境外上市外资股 （H股）并在香港联交所主板上市的申请。 3. 6月24日，京东物流在港交所公告，近期，随着京东集团连同其子公司及关联并表实体 外卖业务（京东外卖）的发展，京东物流开始招募全职骑手，参与京东外卖的配送服务。 此举丰富了京东物流的解决方案及服务范畴，预计能强化京东物流现有末端履约等营运环 节的协同效应及提升营运效率。 宏观消息 1、 近日，中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门 联合印发《关于金融支持提振和扩大消费的指导意见》，其中提出，支持优化保障体系，提升消费意 愿。鼓励金融机构研发符合参加人养老需求、具有长期限特征且具有一定收益率的个人养老金专属产 品，促进养老财富储备和稳健增值。加快推进商业保险年金产品创新。扩大商业健康保险覆盖面，提 升服务保障水平。发展商业长期护理保险。推动商业健康保险 ...

大家早上壕！ 先看海外要闻： 以伊停火生效，美股走高，三大美股指涨超1%、收创至少将近四个月新高，标普500指数涨1.11%，道琼斯工业平均指数涨1.19%，纳指涨 1.43%。 国内重大事件汇总： 1、中国人民银行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》：围绕文化旅游、体育、娱乐、教育培训、居住服务等领域创 新融资模式。鼓励试点地区在消费领域积极稳妥推行数字人民币。 2、央行广东省分行等联合发布金融支持重点老区苏区乡村全面振兴行动方案。 原油大跌利好航司，美国航空涨超4%。芯片股跑赢大盘，博通涨近4%，英伟达涨超2%。特斯拉逆市跌超2%。联邦快递本季指引逊色，盘后跌 超5%。 中概指数大涨3%，有信科技（YAAS）涨95.45%，智能未来涨45.86%，纳比特涨36.36%，小马智行涨16.73%，新蛋涨15.64%，禾赛涨14.05%， 文远知行涨7.61%，拼多多涨5.11%， 鲍威尔重申观望态度但对降息前景"端水"、不排除提前降息可能，美债价格加速走高，美债收益率创逾六周新低，盘中美元指数加速下跌、逼近 三年低谷。 中东局势缓和，原油连续两日大跌，盘中跌超6%、创逾两周新低，抹平以伊冲 ...

明日主题前瞻 点评：国泰海通表示，2024年以来稀土价格逐步筑底，国内指标配额放缓基调延续，海外稀土开发预期发酵但实际进度或不及预期，而需求端新能源汽车、 家电、风电等领域维持需求基本盘，人形机器人形成远期向上期权，供需反转大幕已徐徐拉开。稀土作为国内战略品种，有望迎来盈利、估值双击。 5、金融科技 | 6月24日举办"数据要素x"系列第二场新闻发布会，中国人民银行科技司副司长周祥昆在会上详细介绍了中国人民银行在《"数据要素x"三年行 动计划(2024-2026年)》发布以来的工作成效。并表示，中国人民银行下一步将研究制定新阶段金融科技发展规划，出台深化运用金融科技推动金融数字化智 能化转型的政策文件，会同国家数据局开展"数据要素x"试点，引导金融机构在安全合规前提下，发挥金融海量数据和多元应用场景优势，增强数据基础能 力和底座支撑，激活做好金融"五篇大文章"的数据引擎。 1、星闪 | 据中证报报道，近日，国际星闪联盟秘书长曾国松在华为开发者大会上表示，在标准化方面，星闪标准引领产业生态发展。星闪SLE国家标准预计 今年正式发布；采用星闪SLB技术的《营运车辆全景环视系统技术要求和试验方法》（商用车360度环 ...

大家早上壕！ 先看海外要闻： 道指收平，纳指收跌0.5%、标普500收跌0.27%；亚马逊收跌2.03%、苹果跌1.92%、Meta Platforms跌1.18%、英伟达跌0.78%、谷歌A跌0.70%、特 斯拉则涨0.10%，微软涨0.36%，时隔一个交易日再创收盘历史新高。 空间技术公司Voyager Technologies Inc.（VOYG）美国IPO首日收涨84%。 黄仁勋：计划在欧洲新建20家"人工智能工厂"，量子计算正迎来拐点；Quantum Computing Inc.（QUBT）涨27.96%，创最近六个月盘中新高。 甲骨文预计新财年云基础设施营收将涨超70%，盘后一度涨8%。 特朗普对伊朗核谈判"信心减弱"，伊朗警告若谈判失败爆发冲突，将打击美在中东军事基地；原油大涨，WTI 7月原油期货收涨近4.88%，报 68.15美元/桶；布伦特8月原油期货收涨超4.33%，报69.77美元/桶。 联邦上诉法院为特朗普关税"续命"，7月底将迎关键听证。 特朗普关税大限将至，欧盟拒绝妥协，拟推迟贸易谈判至7月之后。 Meta Platforms在AI APP上推出AI视频编辑功能。 "特马"互撕大 ...

Group 1 - Huawei officially launched the Pura 80 series smartphones on June 11, which are the first smartphones in the industry to support the Star Flash car key feature [1] - The Star Flash car key technology is expected to enter a "commercial explosion period," with over 50 million smartphones projected to gain this capability through OTA upgrades by 2025 [1] - The Star Flash technology offers higher positioning accuracy, longer connection distances, and better security, with features such as automatic unlocking when within 3 meters of the vehicle [1] Group 2 - Digital Video Technology has joined the Star Flash Alliance led by Huawei, becoming a supporting unit for the smart automotive industry promotion group and security group [2] - Huayang Group's wholly-owned subsidiary, Huayang Multimedia, is a member of the Star Flash Alliance and is actively promoting the application of Star Flash technology, having provided digital key NFC module products for Seres [2] Group 3 - The global market size for Star Flash technology is predicted to exceed $6 billion by 2025, with a compound annual growth rate of 117.2%, and is expected to expand to $15.1 billion by 2030 [1]

Rare Earth - China's Ministry of Commerce has stated that it will continue to review export license applications for rare earth materials, having already approved a certain number of compliant applications [1] - After the implementation of export control measures, there has been a surge in overseas replenishment demand, benefiting the prices of light rare earths such as praseodymium and neodymium [1] - Analysts expect that the export control measures will lead to a significant increase in overseas rare earth prices, similar to previous controls on germanium and indium, potentially widening the price gap between domestic and international markets [1] Gaming - Zhejiang Province has introduced measures to support the overseas expansion of the gaming industry, aiming to enhance international cultural trade [2] - With policy support and advancements in AI and cloud gaming technologies, China's gaming export revenue is projected to grow at a CAGR of over 20%, reaching $32.8 billion by 2025 [2] - The gaming industry is expected to enter a new development phase characterized by content refinement, AI industrialization, and systematic overseas expansion [2] Automotive Parts - Major automotive companies in China have committed to not delaying payments to suppliers, with a payment term of no more than 60 days [3] - This initiative is part of a broader effort to stabilize the supply chain and promote high-quality development in the automotive industry [3] - Analysts suggest that the automotive industry is shifting from price competition to value competition, with leading companies maintaining market share through technological and scale advantages [3] Automotive Testing - The National Certification and Accreditation Administration has launched a pilot program for mandatory product certification (CCC certification) in the automotive sector to enhance international competitiveness [4] - As China becomes the world's largest automotive exporter, the focus is shifting from scale expansion to quality improvement, addressing diverse international market demands [4] - The pilot program aims to provide better market information and compliance support for Chinese automotive enterprises in international trade [4] Mobile Payment - Huawei has launched the Pura 80 series and WATCH 5 smartwatches, featuring a new payment method that allows users to make payments even when the device is in sleep mode [5] - The "tap-to-pay" feature has expanded to over 400 cities and more than 5,000 brands, with over 100 million users [5] - This innovation is expected to drive further development in domestic consumption and create a complete ecosystem involving software, hardware, and service providers [5] Smart Glasses - Xiaomi is set to launch its AI smart glasses by the end of June, featuring advanced technology for multimodal interaction [7] - The global smart glasses market is projected to maintain a CAGR of over 60% from 2025 to 2029 [7] - Xiaomi's entry into the AI smart glasses market is anticipated to stimulate domestic demand and competition [7]

华为最新发布。 6月11日，华为召开Pura80系列及全场景新品发布会，发布了Pura80系列手机、华为WATCH5等产品。 校对：杨立林 据悉，华为Pura80系列首发搭载HarmonyOS5.1，同时将于2025年7月开启其他机型升级，首批升级机型包含华为Mate70系列、华为Pura X、华为Pura70系 列、华为MatePad Pro13.2英寸等。 价格方面，华为Pura80Pro售价6499元起，华为Pura80Pro+售价7999元起。华为Pura80Ultra售价9999元起。Pura80将于7月开售，价格未公布。 除了手机，华为WATCH5也正式发布。据介绍，华为WATCH5是华为首款鸿蒙AI智能腕表，AI小艺语音助手操控能力更强大，且知识面更广。此外，华为 WATCH5还是业界首款支持星闪技术的智能手表，能够与手机、耳机、智选车等协同。 价格方面，42mm表径、46mm表径款起售价分别为2699元和2799元。 在发布会上，华为常务董事、终端BG董事长余承东表示，过去十年，华为累计研发投入12490亿元，过去一年华为的研发投入接近1800亿元(1797亿元)。 其中，600亿元左右用在基 ...

Group 1 - The concept of China-South Korea Free Trade Zone has seen a rise of 2.30%, ranking second among concept sectors, with 8 stocks increasing in value, including Lianyungang which hit the daily limit, and Huaguang Yuanhai, Qingdao Jinwang, and Rizhao Port showing notable gains of 26.88%, 3.41%, and 1.87% respectively [1][2] - The main inflow of funds into the China-South Korea Free Trade Zone concept sector amounted to 147 million yuan, with Lianyungang leading the net inflow at 180 million yuan, followed by Qingdao Jinwang, Qingdao Shuangxing, and Langzi Co., which received net inflows of 68.51 million yuan, 15.67 million yuan, and 14.28 million yuan respectively [2][3] - In terms of fund inflow ratios, Lianyungang, Chunxue Food, and Liaogang Co. had the highest net inflow rates of 11.08%, 5.63%, and 3.36% respectively [3] Group 2 - The stocks with the largest declines included Xinhua Jin, Haicheng Bangda, and Haodangjia, which fell by 9.34%, 3.27%, and 0.85% respectively [1][4] - The trading volume and turnover rates for the stocks in the China-South Korea Free Trade Zone concept varied, with Lianyungang showing a turnover rate of 18.09% and Qingdao Jinwang at 35.94% [3]

Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]