股票代码：300128 股票简称：锦富技术 苏州锦富技术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 线上参与锦富技术 2024 年年度业绩网上说明会的投资 者 时间 2025 年 05 月 16 日（星期五）下午 15:00-17:00 地点 "约调研"微信小程序 上市公司接待人员 姓名 董事长兼总经理：顾清先生 独立董事：于元良先生 财务总监：张锐先生 董事会秘书：殷俊先生 投资者关系活动主 要内容介绍 1、问：年报提及迈致科技资产组合并商誉预计减值 5,000 万元至 7,000 万元，这对公司财务状况影响较大，请问公 司是基于怎样的评估标准和市场情况做出这一减值判断 的？未来如何加强对商誉减值风险的管控，避免类似大 额减值再次发生？ 答：尊敬的投资者，您好！受行业市场竞争加剧及客户需 求减少等因素的影响，本年度子公司迈致科技的业务开 展不及预期，公司收购的迈致科技资产组所形成的合并 商誉在本年度末发生减值迹象。本年度 ...

Financial Performance - In 2024, the company achieved operating revenue of 1.8 billion yuan, a year-on-year increase of 3.13% compared to 1.74 billion yuan in 2023 [1] - The net loss attributable to shareholders was 267.17 million yuan, a decrease of 19.27% from a loss of 224.01 million yuan in 2023 [1] - The net cash flow from operating activities was -323.72 million yuan, representing a decline of 78.48% compared to -181.38 million yuan in 2023 [1] Business Segments - The company executed a "consumer electronics + new energy" dual-drive strategy, with consumer electronics revenue stabilizing and increasing by 70.32% to 466 million yuan [2] - New energy business revenue accounted for 30% of total revenue, growing by 25.73%, with lithium battery components making up 27.99% of this segment [2] Production and R&D - The subsidiary Jiangsu Jiashe's new production lines for PC displays and modules commenced operations in April 2024, with a monthly capacity of 50,000 units for displays and 80,000 units for modules [2] - The company invested 75.62 million yuan in R&D in 2024, representing 4.21% of operating revenue, and holds a total of 422 patents [2] Future Outlook - The company aims to transform into a new materials-focused listed company over the next 3 to 5 years, emphasizing high-performance materials in thermal management, high-end bonding, and electrochemical applications [5] - The ongoing dual-drive strategy is expected to enhance production efficiency and market share through resource integration, process innovation, and cost reduction [5]