证券代码： 300947 证券简称：德必集团 上海德必文化创意产业发展(集团)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 □ 其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 15 日 (周四) 下午 14:30~15:30 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事长贾波 2、董事、总经理陈红 3、董事、财务总监吴平 4、董事会秘书刘思邈 5、独立董事金德环 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、你们行业本期整体业绩怎么样？你们跟其他公司比如何？ 尊敬的投资者，您好！由于经济周期等原因，园区和写字楼 行业整体发展处于低谷期，德必也受到一定影响。相对于同行业 企业，德必积极利用此轮周期进行稳健的反周期扩张，同时，保 持了健康充足的现金流，以应对宏观环境可能 ...

证券代码：003004 证券简称：*ST 声迅 债券代码：127080 证券简称：声迅转债 北京声迅电子股份有限公司 投资者关系活动记录表 编号：2025-001 | | 特定对象调研 □分析师会议  | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 （请文字说明其他会议内容） | | 活动参与单位 | 中邮证券；太平洋证券；平安养老保险；七石投资；伟晟投资；华睿千和 | | | 基金；中铭佳泉资产管理公司等 | | 时间 | 2025 年 5 月 14 日（星期三）15：30—17：00 | | 地点 | 公司会议室 | | 形式 | 现场调研 | | 公司接待人员姓名 | 证券部总经理：李艳君 | | | 证券事务代表：王妍妍 | | | 一、公司简介环节 公司证券事务部总经理李艳君带领投资者参观了公司展厅，对公司基 | | | 本情况、发展历程、主营业务、研发与技术、发展布局等内容进行了介绍。 | | | 二、问答环节 | | | 1．2024年公司出现亏损的原因？ | | 交流内容 ...

2024年，安克创新实现的营业收入、归母净利润分别约为247亿元、21亿元，同比增长约41%、31%。 长江商报记者发现，2018年至2024年的七个年度，安克创新实现的营收和净利连续双双快速增长。 安克创新是全球化的知名消费电子品牌企业，核心产品即为充电储能类。2024年，该类产品贡献了公司 一半以上的营业收入。 安克创新注重品牌打造及技术革新。2024年，公司销售费用、研发费用分别为55.70亿元、21.08亿元。 Anker已经成为全球知名品牌，安克创新拥有全球140多个国家与地区超1亿用户。 值得一提的是，今年初，安克创新曾被曝出拿8亿元奖金进行分红。实际情况如何？ 长江商报记者粗略计算发现，2024年，安克创新员工平均薪酬65.92万元，同比上涨约31.5%。 "充电宝一哥"安克创新（300866）(300866.SZ)经营业绩继续高速增长。 根据近期披露的一季度报告，今年前三个月，安克创新实现营业收入约60亿元，同比增长约37%；归属 母公司股东的净利润(简称"归母净利润")4.96亿元，同比增长约60%，继续保持快速增长的良好发展势 头。 安克创新成立于2011年，是国内营收规模最大的全球化消费 ...

根据近年来的创业趋势与相关报告，以下是近10年（2015-2025年）中国创业产业活跃度及发展潜力的 排名与分析，综合政策导向、行业增速、市场成熟度等因素总结如下： 1. 批发与零售业 活跃度排名第一：近10年间，批发与零售业始终是创业最活跃的行业，新注册企业数量长期领先其他行 业。以2022年数据为例，其新注册企业数约为第二名制造业的两倍，尤其在区域中心城市（如上海、重 庆、深圳）表现突出。 驱动因素：消费升级、电商渗透率提升（如跨境电商）、线上线下融合模式（如社区团购）的兴起。 典型案例：义乌在县域经济中表现尤为亮眼，其批发零售业新注册企业数量远超其他地区。 2. 制造业 技术升级推动增长：受《中国制造2025》政策驱动，制造业创业活跃度在2015年后持续增长，尤其在智 能制造、新能源装备等领域涌现大量创新企业。深圳、苏州、东莞等城市是核心聚集地。 4. 居民服务与生活服务业 刚需驱动：包括家政服务、修理维护、社区养老等细分领域。2020年后，受疫情影响，线上预约服务 （如"15元洗车游击队"）和社区化服务模式（如"阳台蔬菜订阅"）迅速崛起。 区域分布：北京、成都等城市的居民服务类企业注册量位居前列，与经 ...

Core Viewpoint - Allianz Ruishi faced significant challenges in 2024, particularly due to U.S. sanctions impacting its international business, despite achieving some technological breakthroughs in security solutions [4][7]. Financial Performance - The company reported total revenue of 691 million yuan in 2024, a year-on-year increase of 0.38% [1]. - Gross profit remained stable at 241 million yuan, while net profit attributable to shareholders decreased by 22.89% to 71.33 million yuan [1][4]. - The net profit after deducting non-recurring gains and losses fell by 25.94% to 64.55 million yuan [1][4]. - On a rolling quarter basis, total revenue, net profit attributable to shareholders, and net profit after deducting non-recurring gains and losses decreased by 9.05%, 30.37%, and 31.14%, respectively [1][4]. Business Operations - Allianz Ruishi specializes in the research, development, production, and sales of security video monitoring products, including front-end cameras and back-end hard disk recorders [4][6]. - The company primarily operates under an ODM model, serving leading clients in the global technology and consumer electronics sectors [4][6]. - Despite achieving some success in international markets, the company struggles with insufficient domestic sales, which limits its revenue and profit potential [5][6]. Research and Development - The company has increased its R&D investment in 2024, successfully launching several high-performance professional security solutions [6]. - Allianz Ruishi holds 30 valid invention patents, indicating strong R&D capabilities within the industry [6]. - However, there is a noted deficiency in high-end products for engineering projects, which is crucial for expanding into the larger engineering market [6][7]. Future Outlook - The company is actively seeking cooperation or merger opportunities in related business sectors to maintain growth amid unfavorable international trade conditions [6]. - To address market competition and external uncertainties, Allianz Ruishi needs to enhance its domestic market presence and focus on developing high-end engineering products [7].

Group 1 - The meeting emphasized the importance of safety production across various sectors, including coal mines, hazardous chemicals, and fire prevention, to prevent major accidents [2] - There is a focus on enhancing social stability through effective conflict resolution and community engagement, particularly in addressing grievances at the grassroots level [2] - The meeting highlighted the need for comprehensive security measures, including the management of key populations and increased patrols to combat crime [2] Group 2 - With the upcoming "May Day" holiday, local governments are urged to ensure safety in crowded places such as tourist attractions and public transport, implementing emergency drills for large crowds [3] - There is a call for optimizing traffic management and ensuring the safety and efficiency of passenger and freight transport during the holiday period [3] - The meeting stressed the importance of monitoring essential goods' supply and prices to meet consumer demand effectively [3]

中国安防镜头行业市场规模测算逻 辑模型 头豹词条报告系列 黎明琛 安防镜头行业规模 | 1. 全球安防镜头市场规模 | (结论图) | P3 | | --- | --- | --- | | 2. 全球安防镜头市场规模 | | P4 | | 3. 全球安防镜头平均单价 | | P5 | | 4. 全球安防镜头出货量 | | P6 | | 5. 法律声明 | | P7 | | 6. 头豹研究院简介 | | P8 | | 7. 头豹词条介绍 | | P9 | | 8. 头豹词条报告 | | P10 | 1. 全球安防镜头市场规模 (结论图) P3 2. 全球安防镜头市场规模 P4 | 全球安防镜头市场规模:（结论=A*B） 全球安防镜头市场规模:（结论=A*B） | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 年份 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | 数据(亿元 ...

中国安防镜头行业市场规模测算逻 辑模型 头豹词条报告系列 黎明琛 安防镜头行业规模 | 1. 全球安防镜头市场规模 | (结论图) | P3 | | --- | --- | --- | | 2. 全球安防镜头市场规模 | | P4 | | 3. 全球安防镜头平均单价 | | P5 | | 4. 全球安防镜头出货量 | | P6 | | 5. 法律声明 | | P7 | | 6. 头豹研究院简介 | | P8 | | 7. 头豹词条介绍 | | P9 | | 8. 头豹词条报告 | | P10 | 1. 全球安防镜头市场规模 (结论图) P3 2. 全球安防镜头市场规模 P4 | 全球安防镜头市场规模:（结论=A*B） 全球安防镜头市场规模:（结论=A*B） | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 年份 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | 数据(亿元 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：003004 证券简称：声迅股份 公告编号：2025-021 债券代码：127080 债券简称：声迅转债 证券代码：003004 证券简称：声迅股份 公告编号：2025-035 债券代码：127080 债券简称：声迅转债 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。 重要内容提示： 1、董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记 载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2、公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信 息的真实、准确、完整。 3、第一季度报告是否经审计 单位：元 ■ 其他符合非经常性损益定义的损益项目的具体情况 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 □适用 √不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露 ...

Investment Rating - The investment rating for the company is "Buy" with a target price of 100.10 RMB [6][7]. Core Views - The company reported a revenue of 24.71 billion RMB in 2024, a year-on-year increase of 41.1%, and a net profit of 2.11 billion RMB, up 30.9% year-on-year, exceeding previous expectations [1]. - In Q1 2025, the company achieved a revenue of 5.99 billion RMB, representing a 36.9% year-on-year growth, and a net profit of 500 million RMB, which is a 59.6% increase year-on-year [1]. - The growth is attributed to product innovation and optimization of the product structure, along with increased foreign exchange gains [1]. - The company is expected to maintain a long-term upward trend despite short-term disruptions from increased tariffs on domestic goods by the US [1]. Revenue and Profit Analysis - In 2024, the revenue from the energy storage business surged by 184% year-on-year, with total revenues from charging storage, smart innovation, and smart audio categories reaching 12.67 billion RMB, 6.34 billion RMB, and 5.69 billion RMB respectively, with year-on-year growth rates of 47.2%, 39.5%, and 32.8% [2]. - Online and offline revenues for 2024 were 17.6 billion RMB and 7.11 billion RMB, reflecting increases of 43.0% and 36.7% respectively, with independent site revenue growing by 101.3% [2]. Cost and Margin Insights - The gross margin for 2024 was 43.7%, a slight increase of 0.1 percentage points year-on-year, primarily due to product structure optimization [3]. - The sales expense ratio was 22.5%, up 0.3 percentage points year-on-year, driven by increased marketing and platform costs [3]. - The R&D expense ratio increased to 8.5%, up 0.45 percentage points year-on-year, while the financial expense ratio decreased to 0.1% due to increased foreign exchange gains [3]. Profit Forecast and Valuation - The forecasted net profits for 2025, 2026, and 2027 are 2.42 billion RMB, 2.83 billion RMB, and 3.34 billion RMB respectively, with corresponding EPS of 4.55 RMB, 5.32 RMB, and 6.29 RMB [4]. - The average PE for comparable companies in 2025 is expected to be 22 times, and the company is assigned a 2025 PE of 22 times, leading to a target price of 100.1 RMB [4]. Financial Metrics Overview - The projected revenue for 2025 is 30.95 billion RMB, reflecting a growth rate of 25.25% [5]. - The net profit for 2025 is expected to be 2.42 billion RMB, with a growth rate of 14.26% [5]. - The company’s ROE is projected to be 21.65% in 2025, indicating strong profitability [5].