英飞特电子(杭州)股份有限公司 投资者关系活动记录表 编号：2025-005 路与区域照明、体育照明、植物照明、工业照明、商业照明、零售照明、酒店照 明、住宅照明、建筑照明、标识、健康照明、防爆照明、渔业照明、安防监控、 UV LED 等多个应用领域。除了 LED 驱动电源产品，公司还提供传感器、控制 系统和 LED 模组等 LED 照明配套产品，为客户提供前沿的高品质、高性价比、 智能化的 LED 照明系统解决方案，广泛的产品组合"一站式"配齐匹配客户实 际需求的 LED 驱动电源及其他照明配套产品。 Q2：请介绍植物照明市场的发展情况。 A2：植物照明市场自 2021 年迎来爆发，主要得益于 LED 技术的成熟和相 关政策的实施。目前植物照明应用场景不断丰富，从特殊作物种植扩展到普通消 费市场，对农业发展起到重要作用。从市场应用来看，植物照明发展前景广阔， 一方面，其技术优势明显，能定制化照明条件，打破传统太阳光照限制，且无需 土壤，可解决土壤重金属污染问题，同时水资源可循环利用，进一步降低了资源 消耗；另一方面，该技术摆脱了对传统气候条件的依赖，使得高经济附加值农产 品的种植不再受地域限制，市场潜力巨大 ...

"从城市照明到数字文娱，是基于需求端做的场景拓展。"孙凯君表示，当城市空间被点亮，更需要丰富 的内容填充。而数字文娱板块的拓展，依托的正是罗曼股份的创意设计基因，也标志着罗曼股份从建设 向运营端进行多维度发展。 在孙凯君看来，企业的扩张"不是盲目追求市场热点"，而是基于核心能力的有的放矢。企业转型不是推 倒重来，而是站在既有的地基焕发新生。 战略重构 协同发展 2024年，孙凯君提出"一核双翼三板块"战略。自此，罗曼股份以景观照明为核心，以科技和创意为两 翼，驱动景观照明、数智能源、数字文娱三大板块协同发展。 多年来，罗曼股份深耕城市景观照明行业，已经成为景观照明行业龙头公司。公司拥有多项发明专利技 术，在城市夜景规划与夜经济布局、专业照明设计及施工、智慧路灯及智慧管理信息服务等方面具有先 发优势。孙凯君说："我们希望打造一个夜间的氛围场，让人可以到这里来感受城市的活力，成为城市 的窗口。" 孙凯君 ◎记者 杨翔菲 当外滩的景观灯光秀营造出城市氛围场，当AI画展让普通观众成为创作者，当英国著名的设计创意公 司霍洛维兹成为出海伙伴——罗曼股份董事长、总经理孙凯君用15年时间，让公司业务"始于光而不止 于光"。在 ...

Core Insights - The 27th China (Guangzhou) International Building Decoration Expo showcases advancements in smart home products, emphasizing intelligence, proactivity, and environmental sustainability [1][20] - China holds a dominant position in the smart security market with nearly 50% market share, driven by technological breakthroughs and increased consumer awareness [1] Smart Security - Smart locks are highlighted as key products, with brands like萤石 and乐橙 entering the market alongside traditional appliance manufacturers like Bosch and Sharp [1] -萤石 Y5000FVX smart lock features AI voice interaction and advanced detection capabilities, allowing for nuanced recognition of family members and visitors [1][3] -乐橙's collaboration with China Mobile has led to the development of a "Super Flash Link Phone" that enhances user experience by eliminating reliance on app background operations [3] Smart Cameras - Smart cameras are gaining popularity, with萤石 showcasing a new 4G camera that operates without wires and features a long-lasting battery [4] - The AOV (Always On Video) technology allows for proactive monitoring, significantly improving detection accuracy compared to traditional PIR technology [4][6] - New products also incorporate solar charging and night vision capabilities, enhancing their functionality and reducing energy costs [4][6] Smart Lighting - The CBD Lighting exhibition introduces intelligent lighting systems that not only illuminate spaces but also provide therapeutic benefits for various health conditions [6][10] - AI-enabled lighting systems can create personalized lighting environments based on user commands, showcasing a shift from functional to emotional-driven lighting solutions [10] Home Automation - The integration of IoT and AI technologies is enabling seamless connectivity among smart home devices, addressing challenges such as interoperability and user experience [12] - Companies like三翼鸟 are developing comprehensive home automation solutions that respond to user commands and optimize home environments automatically [12] Sustainable Materials - The expo features innovative building materials, such as low-formaldehyde options, catering to health-conscious consumers [12] - Lamett's stone crystal boards demonstrate durability and environmental benefits, appealing to modern renovation needs [12][14] Custom Furniture - The trend towards aluminum custom furniture is gaining traction, with consumers appreciating its aesthetic and environmental advantages [15][17] - This shift reflects a broader movement towards high-end, eco-friendly home decor solutions [15][20]

| 上海市锦天城（深圳）律师事务所 | | | | | | --- | --- | --- | --- | --- | | 关于深圳爱克莱特科技股份有限公司 | | | | | | 法律意见书 | | | | | | 地址：深圳市福田中心区福华三路卓越世纪中心 | 1 | 号楼 21/22/23 | 层 | | | 电话：0755-82816698 | 传真：0755-82816898 | | | | | 上海市锦天城（深圳）律师事务 | | | | | | 所 | | | | 法律意见书 | | | 目 | 录 | | | | 上海市锦天城（深圳）律师事务所 | | | 法律意见书 | | | 释 义 | | | | | | 本法律意见书中，除非文义另有所指，下述词语分别具有以下含义： | | | | | | 公司、爱克股份 指 深圳爱克莱特科技股份有限公司 | | | | | | 激励计划、本次激励 | | | | | | 指 | 深圳爱克莱特科技股份有限公司2025年限制性股票激励计划 | | | | | 计划、本激励计划 | | | | | | 《激励计划（草 | | 《深圳爱克莱特科技股份有限公司2 ...

南方财经研究员吕泽强 南沙报道 6月30日，普利特（002324.SZ）公告称，拟在广州南沙设立子公司，并投资建设普利特塑料改性材料华 南总部及研发制造基地，项目总投资10亿元，项目年产能预计40万吨。 不仅是上市公司的日常公告，在众多的上市公司财报中，广州南沙也正成为一个高频出现、承载重金投 资的热点区域。数据显示，A股共有216份2024年年度财报提到了南沙，也有超百亿资金正涌入南沙。 为何南沙能吸引这些看似不相关的巨头重金布局？ 2022年6月6日，国务院出台《广州南沙深化面向世界的粤港澳全面合作总体方案》（简称"《南沙方 案》"），其中提到，要将南沙打造为立足湾区、协同港澳、面向世界的重大战略性平台。 今年是《南沙方案》第一阶段收官之年，在这期间，南沙凭借港口航运业和政策及税收优势，吸引了相 关上市公司布局南沙，加大对南沙的投入。 投资枢纽：广州港近三年固定资产规模增97亿 根据南方财经整理的数据，在2022年的A股上市公司财报中，共有208家公司提及南沙，而2024年的财 报增至216家。在众多出现"南沙"字眼的上市公司中，广州港（601228.SH）的频次最多，佛燃能源 （002911.SZ）的频 ...

Core Points - The company has completed the cancellation of 2,969,011 stock options due to the failure to meet the exercise conditions for the first two exercise periods of the 2023 stock option incentive plan [1][2] - The cancellation of stock options does not affect the company's share capital structure and will not have a substantial impact on its financial status or operating results [2] - The cancellation is in compliance with the relevant regulations of the "Management Measures for Equity Incentives of Listed Companies" and the company's 2023 stock option incentive plan [2]

Core Insights - China's lighting product exports totaled approximately $20.9 billion from January to May, representing a year-on-year decline of about 7% [1] - Exports to the United States, the largest market, amounted to approximately $4.2 billion, down 17% year-on-year, accounting for 20% of total exports [1] - In May, lighting product exports were around $4.6 billion, showing a month-on-month increase of about 2% [1] Export Performance - Exports to North America reached approximately $4.6 billion, down 15% year-on-year, with a 4 percentage point increase in the decline compared to the previous four months [2] - Exports to Europe were approximately $5.2 billion, showing a year-on-year growth of about 2% [2] - Exports to countries involved in the Belt and Road Initiative totaled about $10.4 billion, down 4% year-on-year, with a narrowing decline of 1 percentage point compared to the previous four months [2] Product Breakdown - The total export value of lighting products for the first five months was approximately $15.7 billion, down about 8% year-on-year [3] - Specific lighting products such as Christmas lights and LED-based fixtures saw export value increases of 45%, 7%, and 5% respectively [3] - Exports of electric light source products were approximately $2.3 billion, down 12% year-on-year, accounting for 11% of total exports [3] Market Trends - The top ten export markets for China's lighting products included the United States, Germany, Malaysia, Vietnam, and others, with a combined export value of about $10.3 billion, down 6.5% year-on-year [2] - Export growth rates for markets like the United States, Malaysia, and Singapore were in a downward trend, with declines ranging from 2% to 12% [2] - Conversely, exports to Germany, Vietnam, and the Netherlands showed positive growth rates between 0.8% and 11% [2]

耀泰股份IPO申请获受理 近日，耀泰股份和华来科技的北交所上市申请已分别获得受理，标志着LED照明行业在资本市场加速布局。 招股书显示，耀泰股份销售收入以境外为主：2022~2024年，境外主营收入分别为4.63亿元、4.69亿元和5.35亿元，占主营业务收入比例超95%，其中北美 和欧洲市场贡献显著。 本次IPO，耀泰股份拟募集资金3.72亿元，其中1.51亿元用于"年产150万套LED器具生产线技术改造项目"，1.25亿元用于"泰国智能照明灯具生产基地建设 项目"，剩余资金用于"研发中心建设项目"和"补充流动资金项目"。 | | | | 序号 | 项目名称 | 项目总投资额 | 募集资金使用金额 | | --- | --- | --- | --- | | | 年产 150 万套 LED 智能照明器具生产线技 术改造项目 | 15,121.39 | 15,121.39 | | 2 | 泰国智能照明灯具生产基地建设项目 | 12,489.39 | 12,489.39 | | 3 | 研发中心建设项目 | 4.559.23 | 4.559.23 | | 4 | 补充流动资金项目 | 5,000.00 | 5,0 ...

Core Insights - Guangzhou Blue Ant Technology Co., Ltd. is revolutionizing the lighting design industry with its innovative 360LEDDesignPro software, which utilizes advanced 3D modeling and virtual reality technology to provide unprecedented precision and dynamic lighting simulation tools for designers [1][5] Group 1: Product Overview - 360LEDDesignPro is a professional lighting design software developed by Guangzhou Blue Ant Technology Co., Ltd., integrating advanced 3D modeling and virtual reality technology to create highly accurate and dynamic lighting simulations [2] - The software achieves a lighting simulation accuracy of over 98%, significantly reducing simulation errors by more than 30% compared to traditional lighting design software, thereby enhancing design reliability and accuracy [2] Group 2: Leadership and Vision - Mr. Chen Donghong, the founder of Guangzhou Blue Ant Technology Co., Ltd., has played a crucial role in the innovation of 360LEDDesignPro, demonstrating foresight and leadership throughout the software's development [3] - Under Mr. Chen's leadership, the company has established itself as an innovation leader in the LED lighting industry [3] Group 3: Customer Testimonials and Expert Endorsements - Designers, such as Zhang Wei from Shanghai, have praised 360LEDDesignPro for transforming their design processes, allowing for rapid testing and optimization of multiple design proposals, thus significantly improving work efficiency [4] - Professor Wang, a renowned lighting industry expert from Tsinghua University, commended the software as a major advancement in the lighting design industry, noting its efficiency improvements, cost reductions, and enhanced product quality [4] Group 4: Competitive Analysis - Compared to existing solutions in the market, 360LEDDesignPro excels in providing dynamic and interactive simulation environments, allowing designers to make real-time adjustments and optimizations, unlike traditional software that only offers static simulations [4]

行 业 及 产 业 家用电器 行 业 研 究 / 行 业 深 度 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.com 刘嘉玲 A0230522120003 liujl@swsresearch.com 联系人 刘嘉玲 (8621)23297818× liujl@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 2025 年 07 月 09 日 内销政策拉动延续，关税扰动出口 不改长期趋势 看好 ——家电行业 2025 年中报业绩前瞻 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 证 券 究 报 告 相关研究 - ⚫ 25 年 1-5 月空调内销增长、外销高增，地产+以旧换新政策催化白电、大厨电需求。根据产业在线 数据显示，2025 年 1-5 月空调行业实现累计产量 10154 万台，同比增长 8%；2025 年 1-5 月空调 行业实现销量 10349 万台，同比增长 9%，其中内销量同比增长 7%。冰箱 2025 年 1-5 月内销量同 比增长 1%；洗衣机 2025 年 1-5 月内销量同增长 10%。出口方面，20 ...