1 | 2、请问公司在数据中心领域进展情况，具体有哪些产品 | | --- | | 可以供应？ | | 回答： | | 数据中心是顺络的新兴战略市场，我们可为客户供 | | 应各类型的一体成型功率电感、组装式功率电感、超薄 | | 铜磁共烧功率电感、钽电容产品等，并为客户定制配套 | | 的产品解决方案。 | | 从产业趋势方面看，全球AI服务器渗透率持续提 | | 升，在AI服务器GPU主板供电及AI服务器电源模块封装垂 | | 直供电的应用场景下，客户对磁性元件产品提出更为极 | | 致的高功率密度及低功耗要求。与此同时，存储升级， | | DDR5对电感器的需求持续增加。 | | 今年一季度公司应用于数据中心电源管理领域的各 | | 类模压平台功率电感销售增速提升明显，客户进展顺 | | 利。公司密切与头部企业保持合作与联系，凭借自身的 | | 工艺平台多样性，在AI服务器、DDR5、企业级SSD等应用 | | 场景为客户提供了多种节能降耗的产品组合与方案。 | | 3、公司IOT类产品的拓展情况如何？ | | 回答： | | 物联网（IOT）、新能源市场（光伏、储能应用、新 | | 能源汽车电子）及数 ...

证券代码：301526 证券简称：国际复材 重庆国际复合材料股份有限公司 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 | | | | □新闻发布会 □路演活动 | | | 类别 | □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 | 中信证券：孙明新、焦健、段亚楠、廖一畅 | | | 时间 | 年 月 日 2025 5 15:00-16:00 | 14 | | 地点 | 公司会议室 | | | 上市公司接待人 | 副总经理、董事会秘书：黄敦霞 | | | 员姓名 | 财务部、运营部、董事会办公室相关人员 | | | | 一、公司副总经理、董事会秘书黄敦霞介绍公司 2025 年 一季度基本情况 | | | | 2025 年一季度，公司实现营业收入 18.69 亿元，同比增长 | | | | 21.68%；归母净利润 5,267.48 万元，同比增长 176.96%；扣非 | | | | 归母净利润 万元，同 ...

Group 1: Share Transfer and Control Changes - The share transfer agreement between Lu Nan and Cangnan Investment has been signed, pending regulatory approval and compliance confirmation from the Shenzhen Stock Exchange. After completion, Cangnan Finance Bureau will hold a total of 11.33% of the company's shares, becoming the actual controller [1][4] - The company is committed to timely disclosure of any necessary information as per regulatory requirements [1] Group 2: Future Development Strategy - The company focuses on "IoT-centric growth" as its core strategy for the next three years, aiming to enhance its IoT business and reduce its medical business operations [2][3] - The goal is to establish itself as a leading enterprise in the domestic RFID industry chain, with increased resource investment in IoT applications across various sectors [2] Group 3: Financial Performance - In 2024, the company's commercial intelligence business generated revenue of 500.80 million yuan, accounting for 72.50% of total revenue, while the smart medical business generated 170.31 million yuan, accounting for 24.66% [3] - The sale of medical technology assets was driven by significant revenue decline and continuous losses in the smart medical sector, allowing the company to focus on its core commercial intelligence business [3][4] Group 4: Strategic Partnerships - The strategic cooperation with Cangnan government aims to enhance long-term collaboration in the smart business sector, leveraging shared resources for mutual growth [3] Group 5: Recent Financial Transactions - The sale of medical technology assets generated 562 million yuan, with 304 million yuan recorded as other business income and 11.21 million yuan as asset disposal gains in Q1 2025 [4]

Core Insights - Nanchuang Technology, established in 2021, focuses on biodiversity protection and has rapidly gained a strong reputation in the ecological technology sector [1][2] - The company leverages advanced technologies such as AI, IoT, and big data to create intelligent monitoring solutions for biodiversity [1][2] - Nanchuang Technology has become a key player in the industry, benefiting from favorable government policies and funding aimed at biodiversity conservation [2][3] Company Overview - Nanchuang Technology is a national high-tech enterprise dedicated to biodiversity protection, employing experts from various scientific fields [1] - The company has developed a comprehensive biodiversity monitoring cloud platform that integrates various technologies and devices [1] - The core team has over eight years of experience in the biodiversity information field, contributing to the company's strategic vision and data accumulation [1] Industry Context - Recent government policies in China emphasize biodiversity protection, providing significant opportunities for ecological technology companies [2] - Central and local governments are offering financial support and incentives for companies adopting new technologies in biodiversity monitoring [2] - Nanchuang Technology aligns with these policies, positioning itself as a key beneficiary of the ecological technology boom [2] Core Business Strengths - Nanchuang Technology is a leader in biodiversity smart monitoring and species AI recognition, supported by a robust data set and advanced algorithm models [3][6] - The company offers integrated hardware and software solutions for biodiversity monitoring, applicable in various environments such as nature reserves and parks [6][8] - The innovative background resource investigation platform developed by Nanchuang Technology enhances the efficiency and accuracy of biodiversity surveys [8] Technical Capabilities - The company boasts a top-tier R&D team specializing in algorithm optimization and data research, ensuring continuous innovation [10][11] - Significant investment in R&D has led to multiple patents related to algorithms and data processing, reinforcing the company's technological leadership [11] - Nanchuang Technology has launched a species AI model that allows users to identify species characteristics through image uploads [11] Collaborative Network - Nanchuang Technology actively collaborates with renowned enterprises and research institutions to enhance its technological capabilities [12] - Partnerships in academia and industry facilitate the development of advanced algorithms and the expansion of data sets [12] Market Influence - The company's products and services are widely recognized and utilized across various ecological protection projects and scenic areas in China [13] - Nanchuang Technology employs cutting-edge technologies to improve data collection and analysis in biodiversity monitoring [13][15] - The company has contributed to the establishment of biodiversity monitoring systems in collaboration with governmental research institutions [13] Industry Standards - Nanchuang Technology plays a pivotal role in shaping industry standards, providing valuable insights based on its extensive experience and technological advancements [17] - The company's efforts in standardization contribute to market regulation and the healthy development of the ecological technology sector [17]

在收运端方面，针对佛山市近3000家小型医疗机构分布散、收运频次低的难题，于2021年创建"智能收 集站点+智慧收运系统"，配套智能称重及手持终端设备，实现医废精准溯源与高效集运。目前，全市 已布局76个站点。去年，进一步升级医疗废物溯源系统，通过智能物联网+云端平台+移动端应用等技 术手段，实时监控医疗废物的产生、运输和处置过程，确保全程安全可控。 在处置端方面，首创"机器人自动装卸装置+智能立体仓库"，实现医疗废物到厂后的全自动卸料、上料 及焚烧，大幅减少人工接触，有效阻断感染风险。 在客户服务端方面，搭建一体化客服系统，整合电子合同、转移联单、数据统计、收费对接等功能，打 造医废管理"一张图"，提升服务响应效率。 此系统集成物联网、大数据与自动化技术，形成可复制的智能化模式，获广东省卫生健康委、广东省生 态环境厅全省推广，并通过科技成果鉴定评价，达到了国内领先水平。 广东绿健医疗废物处理技术研究有限公司是混合所有制国有控股企业，由佛山市环境保护投资有限公司 控股。公司专注于医疗废物处理技术研发及处置项目运营，并积极拓展医疗废水、污泥粪渣处置等业 务。公司以科技创新为驱动，通过多元化业务协同发展，全力实现 ...

| 第一章 全球与中国主要厂商市场份额分析 3 | | --- | | 回音壁全球报告 1 | | 第二章 上游原料及下游市场分析 18 | | 第三章 全球与中国回音壁产业链分析 23 | | 第四章 行业发展机遇和风险分析 29 | | 第五章 全球和中国回音壁行业发展机遇及壁垒分析 34 | | 回音壁行业产品创新发展 35 5.1.2 | | | | 第一章 全球与中国主要厂商市场份额分析 1.1 全球市场主要厂商回音壁产能市场份额 作为提升消费者家庭娱乐视听体验的终端产品，Soundbar 在全 球范围内拥有大批拥趸。不过，由于其昂贵的价格，目前主要流行于 发达国家及地区。根据洛图科技（RUNTO）数据显示，Soundbar 在北 美、西欧和发达亚太地区的销量占比分别达到了 35%、19%和 22%；家 庭渗透率均在 20%-30%左右，而在中国、东南亚以及中东非等国家和 地区的占比不足 5%，家庭渗透率也不及 1%，远远落后于经济较为发 达的国家。 2022 年全球回音壁市场区域销量结构图（数据来源：洛图科技） 从全球市场格局来看，中国区域具有巨大的发展潜力。向后展望， 中国居民生活水平正在提高， ...

Core Viewpoint - The company, BoShijie, is a high-tech enterprise specializing in the research, development, and sales of IoT intelligent products, with significant growth expected from overseas expansion and new product offerings [1][2]. Group 1: Company Overview - BoShijie is recognized as a "specialized and innovative" small giant enterprise, focusing on core technologies such as communication, positioning, and AI [2]. - The company achieved a revenue of 1.402 billion yuan in 2024, a year-on-year increase of 24.85%, and a net profit of 176 million yuan, up 0.81% from the previous year [2]. - In Q1 2025, the company reported a revenue of 348 million yuan, representing a 40.28% increase year-on-year, with a net profit of 40 million yuan, an increase of 14.42% [2]. Group 2: Future Growth Drivers - Future revenue growth will primarily come from three areas: overseas expansion, new product solutions, and technological advancements [3]. - The company’s overseas sales revenue reached 327 million yuan in 2024, a staggering increase of 399.37% compared to 2023 [3]. - The diversification of product offerings is evident, with other smart hardware generating 142 million yuan in revenue in 2024, a growth of 21.70% from 2023 [3]. Group 3: International Market Strategy - The company is actively pursuing overseas markets, with significant sales in regions such as Africa and ongoing efforts for product certification and promotion in Europe and the United States [4]. - The smart sleep management system is primarily sold in the European and American markets [4]. Group 4: Profit and Revenue Discrepancy - The discrepancy between profit and revenue growth in Q1 2025 is attributed to changes in product structure affecting gross margins and increased costs associated with overseas market expansion [5]. - The company plans to enhance internal control and optimize resource allocation to achieve synchronized growth in profit and revenue as business scales [5].

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Insights - The company has transitioned from being a virtual goods agent for telecom operators to a builder of cloud terminal platforms, with a projected revenue CAGR of 32% from 2020 to 2024, and a 45% revenue growth in Q1 2025 [1][2]. - The digital goods operation serves as a stable cash flow business, while the cloud terminal and IoT operations are expected to drive rapid growth in the second and third curves of the business [3][4]. Summary by Sections Company Overview - The company, established in 2012, has expanded its business from digital goods operations to IoT traffic operations and AI + computing operations, becoming a core technology service provider for Huawei Cloud [10][12]. - Digital goods services account for over 80% of revenue, with IoT and cloud terminal operations poised for significant growth [12][38]. Digital Goods Operations - The company integrates various digital goods and fragmented channel resources, establishing stable partnerships with telecom operators and video service providers [1][25]. - The business model is highly replicable across regions and customer segments, with a focus on online and rights-based services [47][30]. Cloud Terminal Operations - The company collaborates with Huawei and China Mobile to develop cloud phones, enhancing user experience through cloud-based computing [2][48]. - The cloud phone user base is rapidly growing, with a target of over 100 million users in three years, leading to increased revenue from shared income [2][56]. IoT Scene Operations - The company has developed IoT traffic operations and solutions, targeting various sectors with a focus on traffic operation as the core business model [3][73]. - It has established partnerships with over 500 industry clients, leveraging its technology to provide comprehensive IoT solutions [73][84]. Financial Forecast and Investment Recommendations - The company is expected to achieve net profits of 134 million, 193 million, 280 million, and 406 million yuan from 2024 to 2027, with corresponding PE ratios of 68x, 47x, 32x, and 22x [4][3]. - The report emphasizes the potential for rapid development in the second and third business curves, recommending investment based on strong growth prospects [3][4].

上海熙香艺享电子商务有限公司副总裁空斋介绍："我们在后厨部分，采用一道菜对应一道程序，通过 AI的精准算法，去控制每一道菜的调料投放。在前厅部分，AI算法可以测算每天每一道菜的使用和消 耗的数量，同时我们也采用了比较先进的AI收银方式，优化用户体验。" 空斋表示："这个项目从在公司内部立项到装修再到最后开业，一共只用了不到20天的时间，这让我们 充分感受到了门头沟区良好的营商环境。未来，我们将依托这家店的展示，在北京市拓展更多的场景， 如校园、医院、产业园等，我们也会促进'AI+餐饮'场景的应用落地。" 据了解，餐吧由上海熙香艺享电子商务有限公司打造，推出自选小碗菜、自助称重区、机器人打菜、智 能零售设备四大智慧用餐场景，依托企业自主研发的"炒菜机器人+智能管理系统"，可为顾客提供2000 余种正餐菜品以及小吃、咖啡等服务，助力解决餐饮标准化难、食材可追溯性差、配餐效率低三大市场 痛点，带来高效、安全、便捷的餐饮体验。 新京报讯 据"北京门头沟"微信公众号消息，日前，全市首个AI厨房——熙香AI餐吧（京西智谷店）正 式落地中关村科技园区门头沟园，并于近日对外开放运营。餐吧创新推出四大智慧用餐场景，打 造"AI ...

内容概况：我国交通运输信息化行业市场规模持续扩大，2023年已达2196.7亿元，2024年，我国交通运 输信息化行业市场规模约为2437.5亿元，2025年有望突破2600亿元。随着5G、物联网、人工智能等新技 术的不断发展和深入应用，交通信息化市场将持续增长。5G的高速率、低时延特性将进一步提升交通 系统的智能化水平，如支持更高级别的自动驾驶应用。物联网将实现交通系统中万物互联，使交通设备 之间的协同更加高效。人工智能技术将在交通流量预测、智能调度等方面发挥更大的作用，这些都将促 使交通信息化市场规模不断扩大。 相关上市企业：易华录（300212）、智慧交通（873506）、*ST银江（300020）、莱斯信息 （688631）、川大智胜（002253）、皖通科技（002331）、千方科技（002373）、宝信软件 （600845）、中远海运（002401）、通行宝（301339） 相关企业：北京中交兴路信息科技股份有限公司、华为技术有限公司、上海电科智能系统股份有限公司 关键词：交通运输信息化行业产业链、交通运输信息化行业发展现状、交通运输信息化行业发展趋势 一、交通运输信息化行业定义及分类 交通运输信 ...