编号：2025-005 证券代码：001283 证券简称：豪鹏科技 深圳市豪鹏科技股份有限公司 投资者关系活动记录表 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他（） 参与单位名称 线上参与公司 2024 年度业绩说明会的投资者 时间 2025 年 4 月 29 日（周二）15:00~16:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待 人员姓名 董事长、总经理：潘党育 董事、财务总监：潘胜斌 独立董事：华金秋 董事会秘书：陈萍 保荐代表人：夏曾萌 投资者关系活动 主要内容介绍 投资者主要问题： 1.目前消费类电池行业正步入新的增长周期，公司如何 看待新兴技术如人工智能、低空经济等对消费类电池市场需 求结构的具体影响？目前的产品布局是否能充分抓住这些新 兴领域带来的机遇？ 答:尊敬的投资者，您好！随着人工智能的浪潮呼啸而来， AI+端侧硬件和软件的发展正在引领消费电子新一轮产业升 级，AI+端侧设备（如 AI PC、AI 手机、AI/AR/VR 眼镜等）、 具身智能机器人、 ...

1.【机器人和智能制造主题基金在北京亦庄设立，首期规模3亿元】据北京亦庄微信公众号消息，北京亦 庄北工智造股权投资基金合伙企业（有限合伙）近日在北京经济技术开发区（北京亦庄）注册成立。该 基金由北京亦庄投资有限公司、北京亦庄机器人科技产业发展有限公司、北京工业发展投资管理有限公 司共同发起设立，首期规模达3亿元。截至目前，基金管理团队已完成对17家机器人和智能制造企业的深 度调研和储备工作。目前，基金已正式启动首批项目尽调流程。（光明网） 2.【美的人形机器人5月进厂，下半年进入线下门店】美的人形机器人落地时间表公布。4月27日，界面新 闻从美的方面获悉，其自主研发的类人形机器人，将于5月正式进入湖北荆州的洗衣机工厂，用于机器运 维、设备检测和搬运等场景。此外，美的人形机器人将于今年下半年陆续进入线下门店，用于商业导 览、制作咖啡等场景。（界面新闻） 3.【无锡市具身智能机器人工业数据采集与实训中心获授牌】据"无锡发布"，4月24日至26日，由中国电 子学会主办的首届具身智能机器人运动会在无锡举办。活动现场，无锡市具身智能机器人工业数据采集 与实训中心获授牌。惠山区与北京人形机器人创新中心签约共建无锡具身智能 ...

黄金资产多空大碰撞 基金经理有的清仓有的忙加仓 在经过两年多的大幅上涨后，黄金正在经历一场剧烈的多空博弈。近期，黄金市场在"去美元化"浪潮与 地缘博弈的推动下上演极致行情。4月22日，国际金价突破3500美元/盎司关口，再创历史新高，但随后 便陷入巨震，截至4月25日，国际金价已经回落至3330美元/盎司附近，仅仅3个交易日便从高点回撤近 7%。剧烈波动的背后，黄金资产正站在关键的十字路口。有重仓多年的基金经理清仓式减持黄金股引 发热议，也有基金经理选择不惧高位新进入场，一场关于黄金的攻守博弈悄然展开。 债券市场"科技板"要来了! 已有券商在储备项目 中共中央政治局4月25日召开会议，分析研究当前经济形势和经济工作。会议强调，创新推出债券市场 的"科技板"。在业内人士看来，这或预示着相关文件将很快出台，债券市场"科技板"也将在不久后落 地。4月25日，一位券商投行部门人士透露，目前他所在券商已储备一批科技企业发债项目，包括部分 国家级专精特新企业与获得多轮股权融资的科技企业。相比此前的科技债券与科技票据发行主体，这些 储备企业项目的"科技含量"更高。（每日经济新闻） 二季度降准降息预期升温 业界预计降准或先落 ...

公司以市场和技术需求为牵引，持续围绕放大器、电源管理、专用转换器、接口驱动和抗辐照等方向开 展新产品的自主研制，快速将科研成果转化为生产力，在市场竞争中抢占先机，有效提升了公司产品的 市场占有率。全年成功推出100余项转产新品，"新产品、新客户、新领域"带来的销售收入超过1亿元， 新品收入占比显著提高。 报告期内，在持续夯实与既有用户合作关系的同时，公司锚定电子、船舶等高潜力领域，组建专项业务 拓展团队，借助多元渠道，开展新客户开发工作。尤其在商业航天、低轨卫星和无人机等新兴领域，公 司研发和销售均取得显著突破，推出近20款抗辐照新品，其中约10款新品形成订货，近10款产品进入小 卫星选用目录。全年新增60余家优质客户，用户总量达到720家，构建起更为广泛、稳固的客户网络。 此外，公司通过研发中心建设项目实施，完成高性能计算集群、高加速寿命试验箱、集成电路精密抛光 系统等设备仪器合同签订，固定资产投资超过1亿元。所有设备已投入使用，科研生产保障能力不断增 强。 4月25日晚间，振华风光(688439)披露2024年业绩报告，公司实现营业收入10.63亿元，归母净利润3.23 亿元，基本每股收益1.61元；20 ...

Group 1: Industry Overview - As of April 25, over 180 automotive parts companies in A-shares disclosed their 2024 annual reports, with 60% of companies reporting year-on-year growth in net profit attributable to shareholders, and 13 companies achieving over 100% growth [1] - In 2024, China's automotive production and sales reached 31.28 million and 31.44 million units respectively, marking year-on-year increases of 3.7% and 4.5%, benefiting many automotive parts manufacturers [1] - The automotive parts industry is experiencing both high growth and high pressure, with some companies facing performance declines due to intensified industry competition [2] Group 2: Company Performance - Shuanglin Co., specializing in interior and exterior parts, achieved a revenue of 4.91 billion yuan, a year-on-year increase of 18.64%, and a net profit of 497 million yuan, up 514.49% [1] - Taited Co., a precision bearing manufacturer, reported total revenue of 340 million yuan, a 23.13% increase, and a net profit of 24.95 million yuan, up 216.53% [1] - Xiling Power's automotive parts business saw revenue of 1.75 billion yuan, a 15.38% increase, and a net profit of 50.61 million yuan, turning around from losses [2] - Xinzhi Group reported total revenue of 5.918 billion yuan, a 28.22% increase, but a net profit decline of 91.32% due to competitive pressures [2] - Summer Precision achieved revenue of 666 million yuan, a 26.09% increase, but faced significant margin pressure in its automotive gear segment [3] Group 3: Strategic Shifts - Many automotive parts companies are pivoting towards the humanoid robotics industry as a core strategic direction, leveraging existing technologies and customer relationships to create a "second growth curve" [3][4] - Summer Precision is focusing on the humanoid robotics sector, positioning it as a core growth area, and is accelerating the development of industrial robot gear through IPO funding [3] - Top Group is establishing an electric drive division to capitalize on opportunities in the robotics sector, integrating various resources for rapid development [4] - Companies like Xiling Power and WanTong Intelligent Control are also entering the humanoid robotics field, utilizing their technological advantages in precision processing and sensor technology [5][6] Group 4: R&D and Innovation - Shuanglin Co. has made significant advancements in precision transmission technology, establishing a trial production line for planetary roller screw products, which are critical for humanoid robots [5] - Xinzhi Group's subsidiary is focusing on core components for humanoid robots, having initiated collaborations with leading companies in the field [6] - Summer Precision is increasing investments in precision small gears and reducers to support the rapid development of humanoid robots [6]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints The report comprehensively presents the overnight market trends of domestic and international commodities, futures, and stocks, along with important macro - level news and policy updates. It also includes data on various industries such as energy, metals, agriculture, finance, real estate, and international economic indicators, reflecting the complex and dynamic nature of the global economic and financial markets. 3. Summary by Directory Overnight Market Trends - Domestic commodity futures night - session closed generally higher, with most energy and chemical products rising, but some like crude oil falling. Black - series all rose, agricultural products mostly rose, and basic metals had mixed performance. For example, soda ash rose 1.33%, and coke rose 1.82% [2][62]. - International oil prices weakened, with concerns about OPEC+ increasing production and global economic uncertainty. The US crude oil main contract fell 2.18%, and Brent crude oil main contract fell 1.97% [2]. - International precious metal futures closed with mixed results. COMEX gold futures fell 3.45%, and COMEX silver futures rose 2.01% [3]. - CBOT agricultural product futures main contracts mostly fell, except for soybeans which rose 0.53% [3]. - London basic metals mostly rose, with LME aluminum rising 2.22% [3]. Important News - **Macro News** - The Ministry of Ecology and Environment will strengthen the carbon - emission trading market, ensuring new - entrant training and cracking down on data fraud [7]. - The Chinese Foreign Ministry emphasized the need for the US to stop threats and engage in equal - footing dialogue [7]. - The US Middle - East envoy will visit Russia for Ukraine - related talks [7]. - Trump stated he had no plan to fire Fed Chairman Powell [7]. - The US Treasury Secretary reaffirmed the strong - dollar policy and called for international financial system re - balancing [8]. - US April PMI data showed mixed trends, with service PMI at a 2 - month low and manufacturing PMI at a 2 - month high [8]. - The Fed's Beige Book indicated economic uncertainty due to tariffs [12]. - Trump criticized Zelensky's remarks on Crimea as harmful to peace talks [13]. - Congo (Kinshasa) and the rebel group "M23 Movement" expressed hope for a cease - fire [14]. - **Energy and Chemical Futures** - UAE's Fujairah port's refined - oil inventory decreased to a four - week low, with different trends for light, medium, and heavy fractions [16]. - China's methanol port inventory decreased, with both East and South China regions de - stocking [16]. - Japan's commercial crude - oil inventory decreased, while gasoline inventory increased [16]. - Some OPEC+ members may propose accelerating oil production in June [19]. - US EIA data showed a decrease in crude - oil exports and production, and an increase in commercial inventory [19]. - Kazakhstan may prioritize national interests over OPEC+ in oil - production decisions [19]. - **Metal Futures** - The Shanghai Gold Exchange adjusted margin levels and price - limit ranges for gold and silver contracts [21]. - Peru's Antamina copper mine had an accident, leading to a full - scale shutdown for safety and investigation [21]. - The passenger - car market in China showed growth in April 1 - 20 sales compared to last year but a decline compared to last month [21]. - The Shanghai Futures Exchange adjusted the trading fees for the AU2506 gold - futures contract [24]. - **Black - series Futures** - In March 2025, global crude - steel production increased by 2.9% year - on - year, with China, India, and the US showing different trends [26]. - In mid - April, the social inventory of 5 major steel products in 21 cities decreased by 5.6% month - on - month [26]. - **Agricultural Product Futures** - India's palm - oil imports are expected to increase from May to September [28]. - Corn - starch enterprise inventory increased slightly, with a 0.29% weekly increase [28]. - China's pig prices rose 0.7% in the third week of April after 10 weeks of decline [28]. - Argentina's soybean harvest may accelerate due to dry conditions, with an expected yield of 4860 tons [31]. - Brazil's April soybean export forecast was adjusted down to 1430 tons, while the soybean - meal export forecast remained unchanged [32]. - The expected US soybean export net sales for 2024/25 and 2025/26 were estimated [33]. Financial Market - **Finance** - By the end of Q1, 162 public - fund institutions managed a total of 31.05 trillion yuan, with the top 10 fund companies named. The number of active - equity fund managers with over 100 million yuan in management decreased [35]. - In Q1 2024, public funds had a profit of 2528.54 billion yuan, a more than 10 - fold increase year - on - year [35]. - Shandong Feiyin Payment Information Technology Co., Ltd. cancelled its payment license, and the number of licensed payment institutions decreased to 170 [35]. - **Real Estate** - Xiamen optimized its housing - expropriation compensation policy, allowing house - tickets for second - hand housing and offering a 5% bonus for new - house purchases within 6 months [38]. - Qingdao released its 2025 housing - development plan, covering multiple aspects such as housing supply and renovation [38]. - Zhengzhou proposed to adjust the upper - age limit for housing - provident - fund loans [38]. - **Industry** - In Q1, domestic tourism had a 26.4% increase in trips and an 18.6% increase in spending [39]. - The National Robotics Standardization Technical Committee and the International Starlink Alliance signed a cooperation agreement for robot standardization [39]. - India imposed a 5 - year anti - dumping tax on Chinese aniline [40]. - **Overseas** - The Fed's Beige Book showed little economic change but high trade - policy uncertainty [41]. - The US President may exempt some tariffs for automakers and steel and aluminum [44]. - The US State Department will implement a restructuring plan, cutting 15% of domestic staff and closing 132 offices [44]. - In February, EU exports to the US increased by 22.4%, and imports from the US increased by 2.4% [44]. - The IMF predicted that tariff hikes would increase global public - debt - to - GDP ratio [44]. - April PMI data for various countries showed different economic trends, with India having high - growth PMIs [45]. - **International Stock Market** - Chinese concept stocks generally rose, with the Nasdaq Golden Dragon China Index rising 2.93% [52]. - Apple and Meta were fined 500 million euros and 200 million euros respectively by the EU [53]. - Musk will focus more on Tesla in May [54]. - Intel may cut over 20% of its staff and participated in the Shanghai Auto Show [57]. - Many companies released their financial reports, with different profit and revenue performances [57]. - **Commodities** - Similar to the overnight market trends, domestic commodity futures had mixed results, and there were policy and event updates such as copper - mine accidents and OPEC+ production - increase discussions [62]. - **Bonds** - Treasury - bond futures fell, and bond yields generally rose. The inter - bank market had loose funds [72]. - Some bonds will be fully redeemed, and some companies had negative credit events [72]. - **Foreign Exchange** - The on - shore RMB against the US dollar rose 190 basis points at 16:30 on Wednesday, and the central parity rate was depreciated by 42 basis points [73].

5、 上证报记者从上海商务委获悉，最新发布的 《关于进一步优化上海餐饮企业发展环境的若干措施》 （以下简称若干措施）提出，鼓励金融机构有 效运用大数据和金融科技手段，在风险可控前提下开发有针对性的金融产品， 加大对餐饮企业的融资支持力度 。 6、 22日讯， 首届具身智能机器人运动会将于4月24日至26日在无锡市惠山区举办 。 本次活动包括开幕式、竞技赛/应用赛、主题会议等多个环 节。 其中，竞技赛包括竞速跑、越野跑、足球、篮球、舞蹈等； 应用赛包括搬运、智能抓取、室内救援等。 在无锡（惠山）人形机器人产业园推介 环节，宇树科技、小米人形机器人、乐聚机器人等相关负责人也将参与，就人形机器人关键技术瓶颈与突破路径、人形机器人应用场景的深度挖掘与落 脚难点等展开讨论。 今日导读 1. 多只黄金LOF在近日大涨后提示溢价风险。以易方达黄金主题证券投资基金(LOF)为例，该基金4月22日上午部分时段停牌，但复牌后继续大 涨，午后该基金再度停牌，全天涨幅超过9%。 2. 4月21日，中国人寿保险（集团）公司（以下简称"中国人寿集团"）官网集团领导栏信息显示，李祝用职务更新为该集团党委副书 记、副董事长、总裁，这意味着， ...

中科院院士蒲慕明表示，我们要借鉴大脑的结构和计算特点，让人工智能突破算力、数据和参数规模的限制，实现更高级别的通用人工智能。 自上世纪80年代类脑计算的概念被首次提出起，有关类脑人工网络、类脑机器学习、类脑芯片等领域的技术研究不断涌现。而随着算力、芯片、算法三要素 的不断突破，以及多学科交叉融合的逐步深入，类脑智能发展正迎来新的发展契机。 4月18下午，在2025全国类脑智能产业创新发展推进会上，类脑智能产业创新发展联盟发起成立，类脑智能未来产业基金矩阵在会上首次亮相。 类脑智能未来产业基金矩阵由上海未来产业基金、博康共赢基金、道禾基金、杨浦科创集团等10家投资机构联合发起，将聚焦类脑智能产业新赛道，支持类 脑产业前沿技术研究、落地与应用，完善类脑产业布局，推动区域类脑产业发展。 于2017年就在全国率先开展类脑智能布局的上海，通过深化基础原创理论研究、加快关键核心技术攻关、承接国家重大战略任务等举措，在类脑计算芯片、 类脑视觉系统研发等领域取得了重要成果。 当前，规模定律（Scaling Law）已将达到算力和数据的瓶颈，人工智能的性能提升将会放缓。新算法与人工网络模型的进一步优化，借鉴低功耗但复杂而 精巧 ...

（原标题：上市公司动态 | 3天内A股回购增持金额近800亿元，罗博特科重大资产重组暂缓审议） -- 重点要闻 – 3天内A股回购增持金额近800亿元 据智通财经记者初步统计，截至目前的三个交易日内，111家上市公司抛出回购预案或发布股东提议回购公告，拟回购金额上限416.7亿元；67家 上市公司抛出股东增持计划，拟增持金额上限381.87亿元；回购增持总金额上限合计高达798.57亿元。另据记者初步统计，今年三月份，上市公司 相关回购增持金额上限合计199.4亿元。对比来看，近三日宣布回购增持的力度明显增强，反映出上市公司和大股东对资本市场发展前景的坚定信 心，此举对后市的提振效果也将日益显现。 4月9日电，截至发稿，据智通财经不完全统计，盘后包括国泰君安、三安光电、潍柴动力、歌尔股份、嘉化能源、中泰证券、四川长虹、国投资 本、山东高速、卡倍亿、长虹华意、长虹美菱、财通证券、山推股份、海翔药业、浙江医药、太阳能、东山精密、节能风电、万润股份、荣盛石 化、山东黄金、吉电股份、亨通光电、杭氧股份在内的25家A股上市公司盘后披露金额最高达2亿元及以上的回购或增持计划公告。具体来看，国 泰君安拟10亿元-20亿元回 ...

均胜电子系列 车中旭霞 深度报告： 深度|均胜电子：汽车安全盈利修复，汽车电子加速布局—— 2022-10-24 点评报告： 均胜电子系列十-2024年报点评- 定位为"汽车+机器人Tier1"，在手订单充沛-20250409 均胜电子系列十-公司快评-人形机器人及汽车电子业务加速发展-20250223 均胜电子系列九—2024年三季报点评-盈利能力同比提升，汽车电子业务加速开拓-20241113 均胜电子系列八—2024年一季报点评-盈利能力持续改善，一季度归母净利润环比提升-20240428 均胜电子系列七—2023年年报点评：安全业务盈利改善，发力智能驾驶-20240331 均胜电子系列六—2023年三季报点评：汽车安全业务盈利持续改善，发力智能驾驶-20231025 均胜电子系列五-中报预告点评：业绩稳步改善，发力智能驾驶—20230713 均胜电子系列四-一季报点评：业绩稳步改善，在手订单充沛—20230427 均胜电子系列三—年报点评：多措并举，业绩扭亏为盈—20230403 均胜电子三季报点评：盈利能力逐季改善，汽车电子业务保持高增长— 20221025 核心观点 2024Q4均胜电子实现营收1 ...