证券代码：301316 证券简称：慧博云通 慧博云通科技股份有限公司 2025年5月13日投资者关系活动记录表 编号：2025-001 尊敬的投资者您好，公司 2024 年 TMT 行业收入同比增长 24.90%，金融 行业收入同比增长 35.62%，感谢您的关注。 6、慧博云通 2024 年在智能运维领域推出的容器云平台系统，已应用于 哪些银行客户？ | | 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 | | | 参与单位名称及 | 线上参与慧博云通科技股份有限公司（以下简称"公司"或"慧博云通"）2024 | | | 人员姓名 | 年度业绩说明会的全体投资者 | | | 时间 | 2025 年 月 13 日（星期二）下午 15:00-17:00 | 5 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 上市公司接待人 | 1、董事长、首席执行官余浩先生； | | | 员姓名 ...

证券代码：301578 证券简称：辰奕智能 广东辰奕智能科技股份有限公司 投资者关系活动记录表 编号：2025-001 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 参与公司 2024 年度网上业绩说明会的投资者 时间 2024 年 5 月 13 日 地点 中国证券报·中证网 （https://www.cs.com.cn/roadshow/szse/301578/pb251/index.html） 上市公司接待 人员姓名 董事长、经理：胡卫清 董事、董事会秘书：唐成富 独立董事：杨中硕 财务总监：熊雪强 投资者关系活 动主要内容介 绍 1. 大股东、实控人近期是否有减持计划？ 答：尊敬的投资者，您好，公司控股股东及实际控制人股票均 为限售股，无减持计划，感谢关注！ 2. 高管您好，能否请您介绍一下本期行业整体和行业内其他 主要企业的业绩表现？谢谢。 答：尊敬的投资者您好!国内主要生产智能遥控器产品的公众 公司为威达智能、迪富电子和超然科技。具体请参见相关企业 | 相关公告。感谢您对 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, recognized as a high-tech enterprise and a "specialized and innovative" small giant [3] - The company achieved a revenue of CNY 1.402 billion in 2024, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% compared to the previous year [3] - In Q1 2025, the company reported a revenue of CNY 348 million, a 40.28% increase year-on-year, with a net profit of CNY 40 million, up 14.42% from the same period last year [3] Group 2: Future Growth Strategies - The company's future revenue growth will primarily come from three areas: international expansion, product diversification, and technological advancements [3] - In 2024, overseas sales generated CNY 327 million, a staggering growth of 399.37% compared to 2023 [3] - Revenue from other smart hardware reached CNY 142 million in 2024, reflecting a 21.70% increase from 2023, showcasing the success of the company's product diversification strategy [3] Group 3: Market and Product Insights - The company is focusing on overseas markets, with significant sales in Africa and ongoing efforts for product certification and promotion in Europe and the United States [4] - The disparity between profit and revenue growth in Q1 2025 is attributed to the rapid revenue increase from smart sleep terminals and smart travel components, which affected overall gross margin [4] - The company plans to enhance internal control and optimize resource allocation to align profit and revenue growth as business scales [4] Group 4: Product Development and Domestic Market - The smart sleep terminal, primarily sold overseas, is designed to improve sleep quality without altering existing home decor [4] - The company aims to explore partnerships with domestic brands based on customer needs and industry trends [4]

最近几年，送餐机器人在不少中高端酒店都开始红火起来，酒店送外卖终于不再需要顾客下来自取，机器人无疑也帮 酒店节省了不少的人力，然而就是酒店送外卖机器人的公司却出现了3年亏8亿的现象，让人不禁想问为啥用机器人 反而不能省钱，机器人公司也没能赚钱呢？ 一、酒店给你送外卖的机器人三年亏8亿？ 据中国新闻周刊的报道，酒店机器人，这个国内差旅人已经十分熟悉、不少外国人体验后惊呼黑科技的国内酒店新标 配，快要送出一家上市公司了。 这就是此前已正式向港交所递交招股书的北京云迹科技股份有限公司（以下简称"云迹科技"）。若成功上市，其将成 为"机器人服务智能体第一股"。 很多人或许觉得云迹科技这个名字陌生，但在万豪、洲际、华住、亚朵、锦江等集团旗下的酒店，你可能已经跟它的 机器人相遇不止一回了。 根据招股书，截至去年底，云迹科技的机器人已被聘入国内超3万家酒店，以2023年收入计，云迹科技在全球和中国 酒店场景的市占率分别为9%、12.2%，均排名第一。 但这个龙头过得也并非全然风光。过去三年，云迹科技在营收5亿多元的情况下，净亏损累计超8亿元。亏损背后， 藏着的是云迹科技，乃至整个商用服务机器人行业面临的挑战。甚至于有酒店说 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company with a target price of 14.00 CNY [2] Core Views - The company achieved a revenue of 4.923 billion CNY in 2024, a year-on-year increase of 0.98%, and a net profit of 353 million CNY, up 46.42% year-on-year [2] - The company is actively expanding into the fire safety robot sector and has seen steady growth in its industrial and commercial markets [2][7] - The report forecasts revenue growth for 2025 to 2027, estimating 5.182 billion CNY, 5.599 billion CNY, and 6.339 billion CNY respectively, with corresponding growth rates of 5.3%, 8.0%, and 13.2% [2][8] Financial Performance - In Q1 2025, the company reported a revenue of 883 million CNY, a year-on-year increase of 3.64%, and a net profit of 69 million CNY, up 12.37% year-on-year [2] - The company's gross margin is projected to be 37.63%, supported by vertical integration and scale advantages [7] - The company’s total assets are expected to grow from 8.887 billion CNY in 2024 to 11.596 billion CNY by 2027 [8] Market Expansion - The overseas business generated 703 million CNY in revenue in 2024, accounting for 14.27% of total revenue, with a year-on-year growth of 9.92% [7] - The company is enhancing its brand influence and market share through localized production and market development in North America and Europe [7] Product Development - The company is focusing on technological innovation in fire safety robots, integrating AI image analysis and intelligent control systems to enhance product capabilities [7] - The company’s traditional business segments are under pressure, but it is successfully navigating challenges through pricing strategies and supply chain optimization [7]

Core Viewpoint - The billiards industry in China is experiencing a resurgence, with a projected market size exceeding 100 billion yuan by 2025 and a growing number of enthusiasts reaching over 210 million, reflecting an annual growth rate of 180% [1][4]. Group 1: Market Growth and Trends - The billiards market has seen a significant revival, transitioning from a niche activity for older generations to a popular pastime among the youth [1][4]. - The number of billiards halls has increased, leading to high demand, especially in the evenings, where it is often difficult to find available tables [1]. - The industry is benefiting from a well-developed event system and the influence of short video platforms, which have attracted new audiences [1][8]. Group 2: Historical Context and Evolution - Billiards was once a mainstream entertainment option in the 1980s, but its popularity waned in the 21st century due to the rise of video games and other leisure activities [1][4]. - The sport has adapted to local preferences in China, evolving into a more accessible form known as "Chinese billiards," which features simplified rules and faster gameplay [4][8]. Group 3: Economic Factors and Consumer Behavior - The cost-effectiveness of billiards, with an average hourly rate of 20 yuan, makes it an attractive option for social gatherings compared to more expensive entertainment forms [4][6]. - Changes in consumer preferences towards low-cost, healthy leisure activities have contributed to the resurgence of billiards, as traditional high-cost entertainment options decline [4][6]. Group 4: Social and Cultural Impact - Billiards serves as a social platform, allowing participants to engage in conversation while playing, making billiard halls popular venues for gatherings and business networking [6][7]. - The sport's appeal is enhanced by its low physical intensity, making it suitable for urban professionals seeking casual recreational activities [4][6]. Group 5: Technological Innovations and Industry Changes - The introduction of self-service billiard halls has transformed the industry, with a reported growth rate of 2030% in the number of such venues in 2022 [13][19]. - These self-service establishments require less space and investment, making it easier for new entrants to join the market [16][19]. - The integration of advanced technologies like IoT and AI is reshaping the operational dynamics of the billiards industry, leading to a more efficient and consumer-friendly experience [13][19]. Group 6: Competitive Landscape and Future Outlook - The number of billiards-related enterprises in China has surged, with over 106,000 new companies established in 2023, marking a 54.1% year-on-year increase [19]. - The manufacturing sector is evolving towards specialization and cluster development, with regions like Yushan in Jiangxi becoming major production hubs for billiard tables [19][20]. - The ongoing trends of automation, lightweight operations, and smart technologies are expected to drive the next phase of growth in the billiards industry [19][20].

公司研究 证 券 研 究 报 告 青鸟消防（002960）2024 年报和 2025 年一季报点评 强推（维持） 工业/行业拓展顺利，积极布局消防机器人 目标价：14.00 元 事项： ❖ 公司发布 2024 年报，2024 年实现营业收入 49.23 亿元，同比-0.98%；归母净 利润 3.53 亿元，同比-46.42%；扣非净利润 3.34 亿元，同比-46.28%。2025 年 Q1 实现营业收入 8.83 亿元，同比-3.64%；实现归母净利润 0.69 亿元，同比- 12.37%。 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 4,923 | 5,182 | 5,599 | 6,339 | | 同比增速(%) | -1.0% | 5.3% | 8.0% | 13.2% | | 归母净利润(百万) | 353 | 512 | 567 | 680 | | 同比增速(%) | -46.4% | 45.0% | 10.8% ...

| 的生产效率不断提升。感谢您的关注! | | --- | | 2.公司之后的盈利有什么增长点？ | | 答：尊敬的投资者您好，公司深耕消费电子领域数十载，凭借 | | 与三星、OPPO、vivo、Google、夏普等头部品牌的长期合作基础， | | 积累了丰富的经验和技术优势。在 AI 技术推动智能手机向智能化、 | | 高性能化发展的背景下，公司将通过持续的技术创新和产品升级， | | 进一步提升产品附加值和市场竞争力；同时，在深化与现有头部品 | | 牌的合作，拓展新客户资源，积极把握市场机遇，从而在市场复苏 | | 的浪潮中进一步拓展市场份额，提升盈利能力。公司 2024 年收入规 | | 模较 2023 年增长了 11.21%，未来公司也将持续通过优化产品结构、 | | 选择性接单、研发推出新品等方式持续提升产品毛利率；在成本管 | | 控方面，公司采取积极的采购降本措施，通过布局产能整合的方式 | | 优化资源配置，提高产能利用率，公司引进先进的精益管理办法、 | | 智能追踪系统等加强成本管理，不断提升生产效率。 | | 3.根据公司发布的 2024 年年报，公司 2022 年—2024 年业绩 ...

证券代码：003019 证券简称：宸展光电 宸展光电（厦门）股份有限公司 投资者关系活动记录表 编号：IR2025-001 一、公司经营情况介绍： 2024 年，公司实现营收 22.14 亿元，同比增长 31.76%；实现归属于上市公司股东的净利 润 1.88 亿元，同比增长 18.16%。受欧洲客户拉货动能强劲， MicroTouch™品牌业务扩大，以 及控股子公司鸿通科技的新一代产品陆续进入量产等多因素影响，公司营收和利润均实现两 位数增长。 基于 2025 年宏观和微观的环境变化，并结合公司的战略布局和发展目标，公司 2025 年 的主要经营计划如下： （1）ODM、MicroTouch™品牌和智能座舱三大业务板块顺势而变，积极调整战略，协 同发展； （2）继续完善全球制造体系，提升核心竞争力； （3）持续提升核心技术研发能力； （4）打造高效的全球化团队，拓展和维护全球客户。 二、主要交流问题： 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 参与单位名称 中泰证券、上海合远私募基金、深圳信见投资、圆和资本。 ...

Group 1: Industry Outlook and Company Strategy - The automotive electronics industry is expected to evolve towards intelligence, connectivity, integration, and sustainability, driven by advancements in AI, IoT, and big data [2][3] - Integration design will become a key trend, enabling modular, standardized, and universal automotive electronic products, which will lower production costs and enhance efficiency [2] - The company aims to enhance competitiveness through increased R&D investment, optimizing team structure, and developing unique products to meet diverse customer needs [3] Group 2: Financial Performance - In 2024, the company achieved operating revenue of 843.17 million yuan, an increase of 11.13% year-on-year, with a net profit of 45.30 million yuan [3] - For Q1 2025, the company reported operating revenue of 226.37 million yuan, a year-on-year growth of 14.83%, and a net profit of 12.01 million yuan, up 22.37% [3] Group 3: New Energy Business Development - The company is actively expanding into the new energy sector, focusing on electric vehicle components, with revenue from new energy products reaching 117 million yuan in 2024, a 47.19% increase from the previous year [4] - Future plans include increasing R&D investment in new energy vehicle components and smart driving technologies to enhance market share [4] Group 4: R&D and Product Development - Current R&D projects focus on electric vehicle systems, smart driving components, and high-end mold technology, aiming to adapt to trends in electrification, intelligence, and low carbon [5] - The company has developed products for smart driving and high-voltage platforms, entering the supply chains of major suppliers like Continental and Bosch [5] Group 5: Corporate Governance and Future Plans - The company is committed to a stable dividend policy to enhance investor confidence and share development results with shareholders [5] - There are ongoing explorations for potential mergers and acquisitions, with compliance to legal and regulatory requirements [5]