附件二：投资者关系活动记录表格式 证券代码： 002404 证券简称：嘉欣丝绸 浙江嘉欣丝绸股份有限公司投资者关系活动记录表 编号：2025005 | 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 | | | □新闻发布会 | □路演活动 | | | ■现场调研 | | | | □其他 | | | 参与单位名称及 | 华福证券 魏征宇 | | | 人员姓名 | 同花顺 刘斯唯 | | | 时间 2025 | 年 12 月 9 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 李超凡 | | | 员姓名 | 交流公司生产经营情况（以机构提问，公司回答的方式展开） | | | | 一、公司介绍 | | | | 公司向机构投资者介绍公司的历史沿革，外贸业务、茧丝绸 | | | | 行业供应链平台"金蚕网"、内销品牌"金三塔"等主营业 | | | 投资者关系活动 | 务的情况。 | | | 主要内容介绍 | 二、交流问答 | | | | 问题一：公司外贸业务的优势以及订单情况如何？ | | ...

工程师手持扫描仪对准兔子玩偶慢慢移动，显示屏上精确"复制"出了兔子的彩色三维模型。 视觉，是我们认知世界的主要窗口，人类约80%的信息通过视觉来获取。进入人工智能时代，这种 感知能力被"移植"到机器上，一个崭新的视觉智能领域应运而生。 在杭州，"智慧之眼"无处不在：工业视觉精准检测生产线上的产品，智能网联汽车敏锐识别道路上 的情况，医疗影像深入剖析细微变化……蓬勃发展的视觉智能产业，已经成为一个新质生产力赛道的典 型代表。 作为全国80个国家先进制造业集群之一，视觉智能产业集群也是唯一一个由杭州市作为牵头城市创 建的国家级先进制造业集群。当前，杭州已将其纳入"296X"产业体系，并作为重点培育的2个万亿级集 群之一，全力推动产业能级迈上新台阶。 企业 "我们的3D扫描光源是蓝光" 在思看科技（杭州）股份有限公司展厅，技术支持工程师手持一台巴掌大小的扫描仪，对准兔子雕 塑慢慢移动，设备两侧的"眼睛"扫描表面细节、设备中间的"眼睛"捕捉色彩，最后在显示屏上精确"复 刻"出一只兔子的彩色三维模型，整个过程不到一分钟。 看似简单的操作背后，是这家科技企业花10年时间，在三维视觉数字化领域从零开始构建技术"护 城河"的 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting it to outperform the benchmark index by over 20% in the next six months [6][16]. Core Views - The company has achieved a revenue of 177 million yuan in H1 2025, representing a year-on-year increase of 17.7%. The net profit attributable to shareholders is 54 million yuan, up 2.06% year-on-year, while the net profit after deducting non-recurring items is 47 million yuan, down 2.93% year-on-year [1][6]. - The company is expanding its overseas market presence, with foreign revenue growing over 60% year-on-year in H1 2025. It has established subsidiaries in Germany and the USA to effectively cover mature markets [6][7]. - The establishment of the 3DeVOK division at the beginning of 2025 marks a dual-track development strategy focusing on both industrial and consumer-grade products. The revenue from professional-grade 3D visual digital products has increased by 100.97% year-on-year in H1 2025 [6][7]. - The company is actively investing in R&D, with a significant increase in personnel and expenses, particularly for the major updates of its DefinSight software and the development of new industrial-grade products [6][7]. Financial Summary - For H1 2025, the company reported a gross margin of 74.52% and a net margin of 30.54%, with slight declines of 0.91 percentage points and 4.68 percentage points year-on-year, respectively [6][7]. - The projected revenues for 2025-2027 are 421 million yuan, 534 million yuan, and 677 million yuan, with year-on-year growth rates of 26.5%, 26.9%, and 26.8%, respectively. The net profit attributable to shareholders is expected to be 144 million yuan, 173 million yuan, and 209 million yuan for the same period, with growth rates of 19.6%, 19.8%, and 20.8% [6][7][8].

Group 1 - The core viewpoint of the articles highlights the strong performance of Sikan Technology in the first half of 2025, with a revenue increase of 17.70% year-on-year and a net profit increase of 2.06% [1] - The establishment of the 3DeVOK division signifies a deeper strategic layout in the 3D digitalization field, alongside the launch of a dual-brand strategy with "SCANOLOGY" and "3DeVOK" [2] - The company's overseas revenue grew by over 60% in the first half of 2025, indicating successful market expansion efforts [2] Group 2 - Sikan Technology significantly increased its R&D investment to 38.06 million yuan, a 40.52% increase compared to the previous year, with R&D personnel growing by 33.77% [3] - The company achieved substantial results in intellectual property, with 79 new applications and a total of 209 authorized patents, enhancing its technological competitiveness [3] - The second quarter saw new institutional investors entering the shareholder list, indicating growing interest from investment entities [3]