证券代码：301380 证券简称：挖金客 | 投资者关系活动 | 分析师会议 □ 特定对象调研 □ | | --- | --- | | 类别 | □ 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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 16 (周五) 下午 15:00~16:00 | | 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、挖金客 董事长、总经理李征先生 | | 员姓名 | 2、挖金客 董事、副总经理、董事会秘书刘志勇先生 | | | 3、挖金客 董事、副总经理、财务负责人郭庆先生 | | | 4、独立董事刘磊先生 | | | 5、保荐代表人欧雨辰女士 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、公司在移动信息化服务行业、5G 方面有哪些创新和优势？ ...

Core Insights - The article highlights Huawei's significant advancements in the smart lock industry, particularly with the launch of the Smart Lock 2 Pro, which has achieved the first 5A quality certification in the industry, setting a new benchmark for smart home locks [1][11]. Product Features - Huawei Smart Lock 2 Pro offers eight unlocking methods, including AI palm vein recognition, AI 3D facial recognition, remote unlocking via mobile app, fingerprint unlocking, and mechanical key unlocking, catering to diverse user needs [4]. - The AI palm vein recognition feature allows for convenient unlocking without physical contact, making it user-friendly for all family members, including children and elderly users [4]. - The upgraded AI 3D facial recognition 3.0 utilizes a high-performance NPU chip, enabling a quick 0.8-second unlocking time and capturing up to 307,200 facial feature points for enhanced accuracy [4][5]. Security Enhancements - The Smart Lock 2 Pro includes a new ultra-clear smart peephole with a viewing angle of 161 degrees, improving visibility and reducing blind spots, which enhances home security [7]. - The peephole camera can capture images of individuals lingering outside the door and notify users via the smart life app, ensuring timely awareness of potential security threats [8]. - The product features a comprehensive security system that addresses home safety, unlocking security, battery longevity, and hardware safety [5]. Battery and Design - The Smart Lock 2 Pro incorporates a dual-battery system with a primary 10,000mAh lithium battery and backup AA batteries, providing a battery life of 3-5 months for the lithium battery and up to 7 months for the AA batteries [10]. - An emergency red button allows users to unlock the door even if the device is powered off, providing up to five emergency unlocks within six months [10]. - The lock's exterior is made using an integrated die-casting process, enhancing aesthetics and mechanical reliability, with a 22% increase in pressure resistance to withstand external impacts [11]. Market Positioning - In a competitive smart lock market, Huawei focuses on technological innovation and user safety, aiming to lead the industry with products like the Smart Lock 2 Pro, which is set to launch on May 23 [13].

【环球网科技报道 记者 张阳】5月19日，华为nova 14系列及鸿蒙电脑新品发布会上，华为不仅带来了备受瞩目的手机与鸿蒙电脑新品，华为路由 X1系列同 样成为焦点——全新升级至Wi-Fi 7+技术，为家庭网络体验带来质的飞跃。与此同时，华为路由 X1系列凭借其全新外观设计，一举斩获"德国 iF设计 奖"和"红点设计奖"双料大奖，以实力与颜值并存之姿，向传统路由器设计发起挑战，重塑了家用路由器的行业格局。 科技美学外观设计：从 " 藏起来 " 到 " 摆出来 " 近年来，随着智能家居设备的不断普及，家庭网络环境日益复杂，对路由器的性能和稳定性提出了更高要求。相关市场调研数据显示，目前消费者在选择路 由器时，除了关注基本的网络速度和信号覆盖范围外，对于设备的外观设计、智能化功能以及与智能家居设备的兼容性等方面的需求也在不断攀升。然而， 传统路由器在外观方面大多采用"方盒子+天线"的陈旧造型，不仅外观千篇一律，外置天线也极为突兀，与现代家居的美观性和整体性严重不符，难以融入 多样化的家装风格。 在性能方面，华为路由 X1系列搭载了灵犀天线技术，这是其核心竞争力之一。该系列内置11根天线，包括5根全向高增益天线、5 ...

Core Viewpoint - The emergence of the GPMI (General-Purpose Multimedia Interface) standard represents a significant shift in the audio-visual interface landscape, aiming to unify various standards and reduce the complexity of connections in electronic devices, while leveraging China's manufacturing and technological capabilities [1][6][27]. Group 1: Industry Context - The HDMI standard, established in 2002 by major Japanese companies, has dominated the market but has imposed a "technology tax" on manufacturers, particularly in China, where the burden is estimated at around 60% of the total fees collected globally [1][4][19]. - In 2024, Chinese manufacturers such as TCL, Hisense, and Xiaomi are projected to hold a combined 31.3% share of the global television market [1][19]. - The GPMI standard is being developed in response to the limitations of existing interfaces like HDMI and DisplayPort, which have struggled to adapt to the evolving needs of high-definition content and smart devices [6][27]. Group 2: GPMI Features and Advantages - GPMI supports high bandwidth of 96Gbps for 8K 120Hz uncompressed video transmission and can provide up to 480W of power, making it suitable for a wide range of devices [9][10][12]. - The GPMI Type-C interface is designed to be backward compatible with existing USB Type-C, ensuring a smooth transition for consumers and manufacturers [15][18]. - GPMI's dual-directional transmission and control capabilities allow for a single remote to manage multiple connected devices, enhancing user convenience [10][12]. Group 3: Industry Support and Development - The GPMI initiative has garnered support from over 90 industry partners, including major manufacturers and research institutions, indicating a strong collaborative effort to establish this new standard [16][18]. - The Chinese government has shown commitment to GPMI's development through various supportive policies aimed at accelerating its adoption in the audio-visual industry [19][20]. - The GPMI standard is expected to play a crucial role in the rapidly growing ultra-high-definition market in China, projected to reach a scale of 5 trillion RMB by 2024 [20][27]. Group 4: Challenges and Market Dynamics - Despite the strong technical advantages of GPMI, there are concerns regarding its market adoption, as many manufacturers are still unaware of the technology, and existing consumer habits may pose resistance to change [21][24]. - The presence of a vast number of legacy devices in the market complicates the transition to GPMI, as compatibility with older technologies remains a significant hurdle [24][25]. - The success of GPMI will depend on its ability to deliver tangible benefits to consumers and effectively compete with established standards like HDMI and DisplayPort [21][26].

Group 1: Home Automation and Transportation - Home automation will be deeply integrated into daily life by 2025, with an expected device penetration rate of 60%, allowing control of various home devices via mobile apps [1] - Autonomous vehicles are already in regular operation in some cities, and their coverage is expected to expand by 2025, improving traffic efficiency and reducing accidents caused by human factors [1] - Urban traffic infrastructure will become more intelligent, with traffic signals adjusting automatically based on vehicle flow [1] Group 2: Remote Work and Collaboration - Remote work will become a normalized working model by 2025, with many companies recognizing that employees can work efficiently from any location [2] - The rise of remote work has led to the development of management tools designed for remote collaboration, such as collaborative document editing and project management software [2] - Cross-regional collaboration will increase, facilitated by high-definition video conferencing and virtual reality technologies [2] Group 3: Technology Trends - Artificial intelligence will fully integrate with traditional industries by 2025, optimizing agricultural decisions through sensor data collection [3] - In the industrial sector, the combination of robots and human systems will lead to more efficient production processes [3] - Virtual reality (VR) and augmented reality (AR) technologies will be widely applied in entertainment and education, enhancing user experiences and learning environments [3]

建霖家居分析师会议 调研日期：2025年05月15日 调研行业：装修装饰 参与调研的机构：投资者网上提问等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 LIST 01 调研基本情况 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHIL ...

Group 1: Market Overview - The recent market rally, characterized by a surge in financial stocks, is misleading as 2800 stocks are declining despite the Shanghai Composite Index breaking 3400 points [1][3] - The financial sector's performance is driven by speculative trading, with institutions adjusting their positions while retail investors are left holding the bag [3] Group 2: Sector Analysis - Shipping and chemical sectors are highlighted as the real opportunities, with Ningbo Shipping experiencing significant price increases due to rising freight costs [3] - Bromine prices have doubled in six months, driven by demand from the electric vehicle and semiconductor industries, indicating strong growth potential in the chemical sector [3] Group 3: Investment Strategy - Financial stocks' rebound is seen as an opportunity to reduce exposure, while pullbacks in shipping and chemical stocks should be viewed as buying opportunities [4] - Maintaining a cash reserve of 20% is advised to capitalize on potential market dips following the Federal Reserve meetings [4]

Core Insights - A young couple from Fujian, Wu Shenghui and Qiu Shishu, have successfully established a customized home decoration business in mainland China, showcasing their entrepreneurial journey from a small family to a larger scale [1][2] Group 1: Business Model and Strategy - The couple's business focuses on creating personalized home spaces that reflect the individuality and culture of their clients, with most orders coming from referrals by satisfied customers [2] - Wu Shenghui, with a background in visual communication, handles design and implementation, while Qiu Shishu, a graduate in journalism, manages online operations, new media promotion, and customer service [1][3] Group 2: Market Trends and Innovations - Qiu Shishu identified the potential of social media platforms like Xiaohongshu for attracting clients, as many customers seek home decoration inspiration online [1] - The couple incorporates smart home elements into their designs, utilizing technologies such as human body sensors and voice-activated devices to enhance convenience and comfort for clients [4] Group 3: Future Plans - The couple plans to expand their business into the Taiwanese market by opening stores or studios, aiming to offer high-quality, cost-effective home decoration products to Taiwanese customers [4]

Financial Performance - The company achieved total revenue of 873 million, a year-on-year increase of 21.29% [2] - Operating profit decreased by 44.70% to 56 million compared to the previous year [2] - Net profit attributable to shareholders fell by 47.90% to 47 million [2] Product Performance - Revenue from infrared remote controls was 235 million, while wireless remote controls generated 432 million [2] - Smart products, including educational products, contributed 16.64 million, with other smart products like game controllers and smart switches generating 168 million, showing slight increases of 0.79% and 1.93% respectively [2] - Domestic sales increased by 13.32%, reaching 454 million, while international sales totaled 420 million [2] Market Trends and Future Outlook - The Chinese television market saw a shipment of 35.96 million units in 2024, a decline of 1.6% year-on-year, but retail sales increased by 12.3% to 120.2 billion [5] - The demand for smart home devices is expected to continue growing, providing ongoing momentum for the smart remote control industry [3][4] - National policies like "Made in China 2025" and "Internet of Things 12th Five-Year Plan" are anticipated to drive the development of smart products in the home appliance sector [4] R&D and Innovation - R&D investment accounted for 4.69% of total revenue in 2024 [7] - The company is focusing on developing technologies such as 2.4GHz, Bluetooth, and voice recognition to enhance product offerings [8] International Business and Challenges - Export revenue constituted 48.07% of total revenue, with less than 3% of total revenue coming from the U.S. market [8] - The latest U.S. tariff policies have had minimal impact on the company's current performance [8] Strategic Initiatives - The company is implementing a stock incentive plan focused on revenue growth to motivate employees and drive performance [6] - Plans to expand overseas operations include establishing a manufacturing base in Vietnam to support global delivery [3]

中国家电江湖，一场新的变局正悄然上演！ 巨头竞合，攻守易势！ 5月7日晚，美的集团董事长兼总裁方洪波与海信集团董事长贾少谦罕见出席并见证了双方战略合作签约的全过程，据悉，双方将在AI Agent应 用、全球产能布局和智慧物流等方面展开合作，消息一出，引发圈内外高度关注； 来自奥维云网（AVC）的数据显示，截至2025年5月4日，国内线下渠道，海信空调销售额排名第四，仅此格力、美的和海尔；海信冰箱（容 声）销售额排名第二，仅次海尔&卡萨帝，超过美的；另外海信洗衣机销售额排名第六； "白电一哥"美的为何要跟海信"抱团"？我们仍先按不表： 3月28日晚间，美的集团披露的2024年报显示，该公司已于2024年彻底清仓了持股10年的小米集团股票（价值9.02亿元），在小米股价持续大 涨的红利期，美的这波反其倒而行之的操作，着实让不少网友大感迷惑； 4月1日，美的就清仓小米股票回应称，该举属公司正常投资操作，没有什么特别原因，此次清仓行为与美的集团业务战略调整无关，当然， 对此事件，业内人士却有不同的看法。 据第一财经援引业内专家余丰惠的回应表示，美的集团清仓小米或是出于对资金流动性考虑，或是认为小米股价已达到预期目标价 ...