海兴电力：拟共同投资设立产业基金 投向新能源、能源算法等前沿科技产业链上下游 智通财经5月16日电，海兴电力(603556.SH)公告称，公司及全资子公司宁波涌聚与中金私募股权投资管 理有限公司、苏州相城经济技术开发区漕湖资本投资有限公司共同设立中金海兴（苏州相城）股权投资 基金合伙企业（有限合伙），认缴出资总额为人民币8亿元。海兴电力作为有限合伙人认缴出资39,200 万元，出资占比为49.00%；全资子公司宁波涌聚作为普通合伙人认缴出资800万元，出资占比为 1.00%。该基金主要投向新能源、能源算法、物联网技术、智能制造等前沿科技产业链上下游。 ...

Core Viewpoint - The company, Shenzhen Bosijie Technology Co., Ltd., is experiencing significant growth and interest from major institutional investors, highlighting its potential in the market [1]. Financial Performance - In Q1 2025, the company reported a revenue of 348 million yuan, representing a year-on-year increase of 40.28% - The net profit attributable to shareholders reached 40.3 million yuan, up 14.42% year-on-year [1]. International Expansion - The company has seen a staggering 399.37% year-on-year increase in overseas revenue, with rapid growth in smart vehicle terminals in regions like Africa and Southeast Asia, and smart sleep terminal products gaining traction in Europe and the U.S. - The company has established a dedicated R&D and marketing division for overseas markets, emphasizing its "going global" strategy [1][3]. Technological Integration - The company leverages core technologies such as communication, positioning, and AI algorithms to create a matrix of products and platforms across various fields, including smart transportation and smart sleep [2]. - Its competitive edge lies in the "module + terminal + platform" vertical integration capability and a divisional management structure, enabling rapid product development and reduced R&D risks [2]. Market Focus and Product Development - The company is focusing on three main areas: deepening its overseas market presence, driving product upgrades through technological iterations, and exploring new application scenarios [3]. - The smart vehicle terminal is actively pursuing product certifications in the EU and Americas, while the smart sleep terminal adopts an EXW model for delivery [3]. Strategic Path - The company aims to solidify its domestic market in vehicle networking while targeting growth in the incremental markets of Europe, the Middle East, and beyond, using its "module + platform + terminal" model to expand into smart wearables and smart education [3]. - With advancements in 5G communication and high-precision positioning technologies, the company is positioned to thrive in the fragmented IoT market [3].

答：您好！公司存货主要为国脉大学养老项目和物联网 科学园提供基础设施。国脉大学养老是一个模拟居家养老 的身联网实验社区，公司以该社区为基地，深度融合身联网 （IoB）感知技术与人工智能算法，构建居家养老场景下的 精准健康管理方案。该项目自首次对外推广以来，市场反响 热烈，获得多家线上、线下媒体关注，目前平台曝光量已突 破百万级；物联网科学园系公司围绕"产业+园区配套"的 发展摸式，聚集物联网创新人才团队，通过依托公司的资金 和运营平台，构建研发、孵化、产业化以及配套的一体化服 务体系。公司可用资金充足，上述存货为公司业务发展和收 编号：2025-007 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 投资者网上提问 时间 2025 年 5 月 14 日（周三）下午 14:00~17:00 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 员姓名 1、董事长陈维 2、董秘、财务总监张文斌 3、证券专员赵青 ...

Group 1: Business Overview - The company focuses on three main business sectors: aerospace applications, automotive electronics, and the Internet of Things (IoT) [2][3] - Aerospace application products include accelerometers, precision manufacturing, aerospace auxiliary materials, and testing and control equipment [2][3] - The automotive electronics segment primarily offers in-vehicle cabin sensors and automotive instruments [2][3] Group 2: Recent Transactions and Strategic Focus - The sale of AC Company, which generated revenue of 3.179 billion yuan (approximately 46.1% of total revenue), is part of the company's strategy to concentrate on its core business areas [3][4] - The divestiture aims to optimize the company's capital structure and enhance resource utilization, thereby improving core competitiveness [3][4][5] - Post-sale, the company assures that other business segments will continue stable operations without adverse impacts from the divestiture [4][5] Group 3: Future Development and Market Position - The company plans to enhance its capabilities in aerospace applications, focusing on technology and process improvements [4][5] - In 2024, the aerospace application business is expected to account for approximately 11% of total revenue [4] - The company is actively exploring new productivity areas, including artificial intelligence and robotics, to strengthen its market position [4][5] Group 4: Investor Relations and Communication - The company acknowledges the need for improved communication with the capital market to enhance its visibility and market value [5][6] - Suggestions for a name change to better reflect the company's core business and avoid confusion with other entities have been noted [6]

| 投资者关系活 | 特定对象调研 □分析师会议 | | --- | --- | | 动类别 | 业绩说明会 媒体采访  | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 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 14 日（星期三）15:00-16:30 | | 地点 | 价值在线（www.ir-online.cn） | | 上市公司参与 | 董事、总经理 魏乃绪先生 | | 人员姓名 | 副总经理、董事会秘书 王万元先生 | | | 财务总监 钱本成先生 | | | 独立董事 叶肖剑先生 | | | 公司 2024 年度业绩说明会采用网络文字互动的方式举行，本次业绩说明会主 | | | 要问题及答复内容整理如下： | | | 1. 路楠与苍南建投的股份转让协议办理完毕了吗？公司实际控制人变成苍南县 | | | 财政局了吗？ | | | 回复：尊敬的投资者，您好！苍南县工业建设投资有限公司与公司第一大股东路楠 | | 投资者关系活 | 于 2025 年 4 月 26 日签署了《股份转让协议 ...

Core Viewpoint - Aerospace Science and Technology is divesting its 100% stake in AC Company and a 0.003% stake in TIS Factory for a total of approximately 659 million RMB to focus on its core business areas [2][3] Group 1: Company Overview - Aerospace Science and Technology's main business segments include aerospace applications, automotive electronics, and the Internet of Things, with automotive electronics accounting for 83.07% of total revenue in 2024 [3] - AC Company was a significant player in the automotive electronics sector, generating 3.179 billion RMB in revenue for Aerospace Science and Technology in 2024, which represented 46% of the company's total revenue [3] - The company has faced financial challenges since 2020, with negative net profits for two consecutive years, including a net loss of 54.348 million RMB for AC Company in 2024, a decline of over 200% year-on-year [3][5] Group 2: Strategic Focus - The divestiture is part of the company's strategic plan to concentrate on its core business and improve capital structure and resource utilization [5] - The company aims to enhance its core competitiveness and align with the interests of shareholders through this transaction [5] - Future business priorities include systematic expansion in aerospace applications, comprehensive collaboration in automotive electronics, and deepening the Internet of Things business [5] Group 3: Acquisition by Guanghong Technology - Guanghong Technology, a well-known domestic electronic manufacturing service provider, is acquiring the assets, aiming to expand its automotive electronics business [2][6] - The acquisition will enhance Guanghong Technology's global presence, particularly in Europe, America, and Africa, where AC Company has established a strong customer base [6] - Despite the growth potential in the automotive electronics market, challenges such as soft demand in Europe and potential price wars in the automotive industry may impact the competitive landscape [6]

Core Viewpoint - The company, BoShijie, is a high-tech enterprise specializing in the research, development, and sales of IoT intelligent products, with significant growth expected from overseas expansion and new product offerings [1][2]. Group 1: Company Overview - BoShijie is recognized as a "specialized and innovative" small giant enterprise, focusing on core technologies such as communication, positioning, and AI [2]. - The company achieved a revenue of 1.402 billion yuan in 2024, a year-on-year increase of 24.85%, and a net profit of 176 million yuan, up 0.81% from the previous year [2]. - In Q1 2025, the company reported a revenue of 348 million yuan, representing a 40.28% increase year-on-year, with a net profit of 40 million yuan, an increase of 14.42% [2]. Group 2: Future Growth Drivers - Future revenue growth will primarily come from three areas: overseas expansion, new product solutions, and technological advancements [3]. - The company’s overseas sales revenue reached 327 million yuan in 2024, a staggering increase of 399.37% compared to 2023 [3]. - The diversification of product offerings is evident, with other smart hardware generating 142 million yuan in revenue in 2024, a growth of 21.70% from 2023 [3]. Group 3: International Market Strategy - The company is actively pursuing overseas markets, with significant sales in regions such as Africa and ongoing efforts for product certification and promotion in Europe and the United States [4]. - The smart sleep management system is primarily sold in the European and American markets [4]. Group 4: Profit and Revenue Discrepancy - The discrepancy between profit and revenue growth in Q1 2025 is attributed to changes in product structure affecting gross margins and increased costs associated with overseas market expansion [5]. - The company plans to enhance internal control and optimize resource allocation to achieve synchronized growth in profit and revenue as business scales [5].

| Q2：当前宏观经济下行，企业园区及城市基础设施投资增速放 | | --- | | 缓，公司采取了哪些应对措施？ | | A：面对宏观环境变化，公司从以下三个方面积极应对： | | 一是坚持技术创新与市场拓展双轮驱动。我们持续加大对"AI+ | | 物联网"技术的研发投入，结合多年来在智慧医院、轨道交通、数据 | | 中心、企业园区等四大领域的深耕经验，进一步提升市场占有率和产 | | 品竞争力。 | | 二是主动布局存量改造市场，拓宽业务边界。达实不仅聚焦新建 | | 项目，也深度参与既有建筑的智能化与节能升级改造。早在 2012 | | 年，公司就承担了深圳市民中心的节能改造项目，近年来又服务了如 | | 广发证券总部等用户的节能与智能化升级，积累了丰富经验与示范 | | 效应。 | | 三是加快海外市场拓展，构建多元化增长格局。我们积极跟随国 | | 内服务多年的优质客户"走出去"，目前跟随宁德时代、立讯精密、 | | 玖龙纸业等客户布局欧洲及东南亚。此外，公司也在积极布局中东及 | | 东南亚等重点区域市场，服务海外客户。 | | Q3：达实智能中标项目不少，但外界有质疑公司"赔钱做项目"， | | ...

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]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, up by 0.81% [1] - In Q1 2025, the company reported a revenue of CNY 348 million, reflecting a 40.28% increase year-on-year, with a net profit of CNY 40 million, up by 14.42% [2] Group 2: Business Growth Drivers - The commercial vehicle monitoring sector is experiencing a product upgrade wave, with traditional devices being replaced by intelligent video recording devices [2] - The company is actively pursuing product certifications in the EU and Americas, aiming to expand its overseas market presence [2] - In the passenger vehicle positioning sector, the company plans to enhance its market share overseas while exploring new applications in asset tracking [2] Group 3: Product Development and Innovation - The company aims to diversify its smart sleep product offerings to enhance market competitiveness and achieve steady revenue growth [3] - The company has developed over twenty types of smart hardware, including electronic student IDs and smart wearable devices, generating CNY 142 million in revenue in 2024, a 21.70% increase from 2023 [6] - Future product development will focus on smart wearables, smart education, pet tracking, and smart city applications [6] Group 4: Sales and Market Strategy - The company’s smart vehicle terminal products primarily target the aftermarket, characterized by diverse regional distribution and varying customer needs [6] - The sales model involves collaboration with vehicle operation service providers, who purchase products and implement solutions tailored to local customer demands [7] - The relationship between the company and service providers is mutually beneficial, ensuring that customer needs are met effectively [7] Group 5: Risk Considerations - The information provided regarding industry forecasts and company strategies should not be interpreted as commitments or guarantees from the company or its management [7]