证券代码： 300802 证券简称：矩子科技 上海矩子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 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 16 日 (周五) 下午 15:00~17:00 | | 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 | 1、董事长 杨勇 | | 员姓名 | 2、独立董事 张浩 | | | 3、财务总监 吴海欣 | | | 4、董事会秘书 刘阳 | | | 5、保荐代表人 陈静雯 | | | 些？谢谢。 | | 投资者关系活动 | | | | 新，已形成 2D/3D 自动光学检测全系列产品、3D 在线 X 射线检 | | | 查设备（AXI）及高速高精度点胶设备等自主知识 ...

天眼查显示，与小米、"玄戒"有密切联系的上海玄戒技术有限公司2021年成立，注册资本为19.2亿元， 经营范围含集成电路芯片设计及服务等，由X-Ring Limited全资持股，公司法定代表人、执行董事、总 经理是小米高级副总裁曾学忠。曾学忠曾担任紫光展锐CEO，具备丰富的手机通信芯片行业经验。 来源：中国证券报 免责声明 文章封面图来源于AI，以上观点来自相关机构，不代表天天基金的观点，不对观点的准确性 和完整性做任何保证。收益率数据仅供参考，过往业绩和走势风格不预示未来表现，不构成 5月15日晚，小米集团董事长兼CEO雷军发微博称， 小米自主研发设计的手机SoC （System on Chip） 芯片，名字叫玄戒O1，即将在5月下旬发布 。 图片来源：微博截图 2017年，小米曾发布自研的手机SoC芯片澎湃S1 ， 因性能问题反响平平。后来，小米调整策略，专注 开发影像、快充等小芯片。2021年，小米推出澎湃C1影像芯片，这是一款独立于SoC的图像信号处理芯 片（ISP），助力手机影像表现。此外，还推出澎湃P1电源管理芯片（PMIC），可支持高达120W的有 线快充。2022年，小米推出澎湃G1电池管理芯 ...

5月15日， 有多位网友在社交平台分享雷军演讲 ，据视频信息，该活动应是小米公司内部活动，活动名称为"我们小米人价值观大会"。 雷军在演讲中首次谈到近期小米SU7事故引发的舆论危机 ，以及对小米公司未来发展的展望。 雷军表示，三月底，一场突如其来的交通事故把这一切都击碎了。我们受到了狂风暴雨般的质疑、批评和指责，我和同事们一样，一下子 都懵了。 一位熟悉汽车行业的朋友告诉我："造车，遭遇交通事故在所难免。" 但是谁也没有想到，这一场事故的影响如此之大，对我们小米的打击 也如此之大。 回想四年前，我们决定造车的时候，我就一直特别担心安全问题，所以我们对于汽车的质量和安全无比的重视。经过汽车团队这么多同事 们三四年的努力，我们SU7在上市的一年多的时间里面，我觉得质量一直是我们引以为傲的东西，我们在参与的所有的权威机构的评测里面 都拿到了最高分。但，万万没有想到，这场交通事故，让我们意识到，公众对我们的期待和要求远超了想象。 其实此刻我才真正的意识到，我们一直觉得我们是汽车行业的新人，我们是一家创业的公司 。但这一次的事件让我深深的理解，小米今天 的规模、影响力、社会关注度都到了非常高的地方，社会和公众要求我们去 ...

中星智昇集团与地方平台公司共建的贸易信息化平台与大数据中心,本质是政企联动的"数字神经中 枢"。通过区块链技术穿透多领域的"数据壁垒",实现业务规模、业绩波动、企业效益等数据的"快速追 踪与全息化呈现"。通过AI算法,平台实时诊断供应链风险、预测市场趋势、优化库存策略,更将地方平台 公司从"传统城投"升级为"数据运营商":通过数据资产确权、交易与增值服务,将沉淀的产业资源转化为 可量化的商业价值,推动国有资产从"物理形态"向"数字形态"跃迁,解决融资难的问题。 在数字经济浪潮中,唯有将技术势能转化为生态势能,将政企协同升维为价值共生,方能在时代变局中开辟 新航道,在产业重构中锚定新坐标。中星智昇与地方平台公司的"双向奔赴",已超越传统政企合作的维度, 成为"以科技为核、以生态为体、以价值为魂"的区域经济进化实验。数字时代真正的竞争力,就在于"创 新链+产业链+资本链"的融合穿透深度。中星智昇集团与地方平台公司共同打造的不仅是智能平台与数 字网络,更是一个"可自我迭代、可跨界共生、可永续进化"的产业生命体。 在数字经济与实体经济深度交织的变革浪潮中,中星智昇集团与地方平台公司以"数字平台"为纽带,打破 传统政企 ...

证券代码：002239 证券简称：奥特佳 奥特佳新能源科技股份有限公司 投资者关系活动记录表 编号：2025-003 | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 不特定的投资者、网友 | | 人员姓名 | | | 时间 | 2025 年 5 月 7 日 15 点 30 分至 16 点 30 分 | | 地点 | 在 全 景 路演 平台 以线 上 文 字交 流的 方式 开 展 ，网 址 ： | | | https://rs.p5w.net/html/145990.shtml | | 上市公司接待人 | 董事长 王振坤先生、总经理 丁涛先生、财务总监 沈军女士、 | | 员姓名 | 董事会秘书 窦海涛先生、独立董事 胡振华先生 | | | 本公司于 2025 年 5 月 7 日 15 点 30 分至 16 点 30 分在全 | | | 景网路演平台举办了公司 2024 年度业绩网上说明会，与广大 ...

Core Viewpoint - The ongoing trend of A-share companies listing in Hong Kong continues, with Xiamen Jihong Technology Co., Ltd. (referred to as "Jihong Co.") recently passing the hearing process for its IPO, highlighting its significant achievements in the cross-border social e-commerce sector [1][2]. Group 1: Company Overview - Jihong Co. operates as a cross-border social e-commerce enterprise, focusing on a "data-driven, technology-driven" model that enhances customer shopping experiences by significantly reducing the time needed to find products [1]. - The company utilizes a "goods find people" business model, primarily targeting overseas consumers with a diverse range of Chinese consumer goods, leveraging major social media platforms for advertising [1][2]. Group 2: Business Performance - In the first quarter of 2025, Jihong Co. reported a revenue of 1.477 billion yuan, representing a year-on-year growth of 11.55%, while net profit reached 59.16 million yuan, up 38.21% year-on-year [3]. - The company has established six brands, including SENADA BIKES and Veimia, and has fulfilled over 48 million orders for approximately 17 million consumers, with a signing rate between 84.9% and 88.4% [2]. Group 3: Market Position and Strategy - According to a report, Jihong Co. ranks second among Chinese B2C export e-commerce companies in terms of revenue generated from social media e-commerce in Asia, holding a market share of 1.3% [2]. - The company is expanding its business in the Middle East, with plans to establish packaging production bases and trade platforms in Ras Al Khaimah, UAE, and Salalah, Oman, which will help mitigate tariff uncertainties and support long-term growth in the region [3].

公司在技术研发和解决方案上具有显著优势。在技术层面，公司精研智能感知、机器视觉、AI算法模 型、农业大数据等前沿科技，构建"天空地"一体化数据采集系统监测农情，用自主算法模型提供农事决 策支持。在项目实施方面，公司拥有丰富的经验，打造了众多成功案例，为现代农业高质量发展注入强 大动力。为抓住政策带来的发展机遇，公司也制定了一系列举措。在研发投入上持续加码，不断优化现 有产品和服务，推出更贴合市场需求的新技术、新产品。同时，积极拓展市场，加强与各地政府职能单 位、企事业单位、农业企业的合作，将成功经验推广至全国更多地区。并且，利用自身在行业内的影响 力，参与相关行业标准的制定，引领行业发展方向。 托普云农（301556）2024年度业绩说明会于2025年5月7日（周三）15:00至16:00通过远程网络方式召 开。 互动交流环节，公司方表示，农业强国战略以及高标准农田建设相关政策，为公司的发展带来了极为广 阔的成长空间。从政策导向来看，国家高度重视农业现代化发展，致力于提升农业综合生产能力、保障 粮食安全。在这样的政策背景下，公司面临诸多市场机遇。根据相关规划，到2030年，力争累计建成高 标准农田13.5亿亩 ...

新华社上海5月2日电 题：大都市铁塔银线间的"创新人生" 新华社记者王默玲 "这几天天气好，多注意一下公园绿地附近的输电线路，可能会有风筝挂线的故障。"在上海输电数字化 运维监控中心里，何冰盯着输电线路的监控画面说道。 作为国家电网上海超高压公司输电运检专业工程师，回想起近20年前入职成为一名运检工人的时候，立 塔放线、肩扛手拉，何冰坦言，"工作内容的很大一部分就是拼体力"。 但如今跟随何冰，走进输电运检工人们的上海鹰眼无人机智巡中心，记者看到，几代无人机一字排开， 新技术、新发明的专利整整挂满一墙，工人们常常坐在一起"头脑风暴"讨论技术创新的圆桌旁，一幅字 格外引人注目——"技术只有起点，创新没有终点"。 "技术工人不能硬吃苦、不用脑。"何冰说。 "我们'线路人'必须要从创新里找办法！"这次"遗憾"虽然刺痛，但也激发了何冰的斗志。 2015年，上海电网引入了无人机技术，何冰一听说，便主动报名学习，牵头组建无人机团队，先后实现 了喷火清障、激光测距、自主巡视等多种类型无人机在输电线路巡检中的应用。他推动成立的上海鹰眼 无人机智巡中心，用"无人机巡航+人工特巡"的运行模式，在诸多重大保电工作中，实现了线路零故 ...

Core Viewpoint - The competition between two leading companies in the industrial automation sector, Zhaowei Electromechanical and Raise Intelligent, is intensifying in the humanoid robot market, particularly focusing on the "dexterous hand" technology, which is considered the most valuable part of the upper body of humanoid robots [1][2]. Financial Performance - In 2024, Zhaowei Electromechanical achieved a revenue of 1.525 billion yuan, representing a year-on-year growth of 26.42%, with a net profit of 225 million yuan, up 25.11%. The overall gross margin was 31.43% [1]. - Raise Intelligent reported a revenue of 1.584 billion yuan, with a year-on-year increase of 11.93%, and a net profit of 200 million yuan, which grew by 44.67%. The overall gross margin was 38.27% [1]. R&D Investment - Both companies maintained high levels of R&D investment in 2024, with Zhaowei Electromechanical investing 155 million yuan, accounting for 10.18% of its total revenue, and holding 87 invention patents [1]. - Raise Intelligent invested 195 million yuan in R&D, representing 12.30% of its total revenue, with over 540 patents in its portfolio [1]. Product Differentiation - Zhaowei Electromechanical focuses on high precision and bionic features in its dexterous hand products, utilizing a micro harmonic reducer for 0.05mm positioning accuracy and 17-20 degrees of freedom [2]. - Raise Intelligent emphasizes high load capacity and industrial adaptability, with its DH116 dexterous hand capable of handling loads up to 40kg, targeting logistics and automotive assembly applications [2]. Market Positioning - Zhaowei Electromechanical positions itself as a high-end industrial dexterous hand solution provider, focusing on high freedom, high precision, and human-like products [2]. - Raise Intelligent positions itself as a supplier of core components and modular solutions for robots, targeting the mid-to-low-end market [2]. Supply Chain Strategy - Zhaowei Electromechanical adopts a "vertical integration" strategy, emphasizing the combination of AI algorithms with hand movement control [3]. - Raise Intelligent focuses on "core component breakthroughs," expanding its distribution network and increasing the proportion of its distribution partners [3]. Subsidiary Development - In 2024, both companies established subsidiaries to enter the robotics sector, with Raise Intelligent creating two subsidiaries focused on high-density motors and dexterous hand solutions [3]. - Zhaowei Electromechanical established a subsidiary in the U.S. and previously set up one in Germany [3]. Globalization Efforts - Zhaowei Electromechanical has a faster global expansion, with 14% of its revenue coming from international markets in 2024, growing at 35.15% [4]. - Raise Intelligent's international revenue accounted for only 4% of its total revenue in 2024 [4]. Competitive Outlook - Zhaowei Electromechanical is expected to leverage technological innovation and industrial-grade performance to gain an advantage in the high-end market [5]. - Raise Intelligent's modular solutions and cost control capabilities may provide a competitive edge in the mid-to-low-end market [5].

Core Insights - The company reported a significant decline in net profit and cash flow from operating activities, indicating challenges in profitability and operational efficiency [1][3][12] Financial Performance Summary - **Revenue**: The company's revenue for 2024 was 690,656,731.64 yuan, a slight increase of 0.38% from 2023. The core business of security video monitoring products generated 676,815,810.45 yuan, accounting for 98.00% of total revenue, with a minimal growth of 0.13% [2] - **Net Profit**: The net profit attributable to shareholders was 71,333,202.49 yuan, down 22.89% from 2023. The net profit after deducting non-recurring items was 64,553,129.72 yuan, a decrease of 25.94% [3] - **Earnings Per Share**: Basic earnings per share fell to 1.05 yuan, down 21.64% from 1.34 yuan in 2023. The diluted earnings per share also decreased to 0.95 yuan, a drop of 25.20% [4] Expense Analysis - **Sales Expenses**: Sales expenses increased by 17.36% to 27,285,879.91 yuan, primarily due to higher employee compensation and operational costs for the Shenzhen subsidiary [5] - **Management Expenses**: Management expenses rose by 18.35% to 64,267,822.06 yuan, attributed to increased severance benefits and legal fees [6] - **Financial Expenses**: Financial expenses were -30,756,506.67 yuan, a change of -26.46% from the previous year, influenced by increased foreign exchange gains and interest income from financial products [7] Research and Development - **R&D Expenses**: R&D expenses remained stable at 83,991,046.07 yuan, a slight decrease of 0.57%. The company continues to invest in new product applications in the security video monitoring sector [9] - **R&D Personnel**: The number of R&D personnel decreased by 22.71% from 317 to 245, with notable changes in educational background and age structure [10] Cash Flow Analysis - **Operating Cash Flow**: The net cash flow from operating activities was 30,209,401.50 yuan, a significant decrease of 59.59% from 2023, indicating reduced cash generation capability [12] - **Investing Cash Flow**: The net cash flow from investing activities increased by 56.01% to 152,397,776.00 yuan, reflecting a shift in investment strategy towards liquidity [13] - **Financing Cash Flow**: The net cash flow from financing activities decreased by 124.66% to -208,137,217.65 yuan, indicating changes in fundraising and dividend distribution [14] Management Compensation - The reported compensation for the management team included 963,000 yuan for the chairman and 1,179,500 yuan for the general manager, raising concerns about the alignment of management pay with company performance [16][17]