Company Overview - Shenzhen Longte Intelligent Control Co., Ltd. is identified by stock code 300916 and stock abbreviation Longte Intelligent [1] Financial Performance - Revenue growth in the first two quarters of 2024 was strong, but a decline is expected in the second half, primarily due to the consumer electronics PCBA segment [2] - The overall gross margin for 2023 and 2024 is approximately 17%, a decrease from previous years, mainly due to changes in product structure [2][3] - The gross margin for consumer electronics PCBA is around 12%, which negatively impacts the overall gross margin [2][3] Market Dynamics - The smart home appliance PCBA segment saw a revenue decline of 2.57% in 2024, attributed to intense price competition [4] - Competitors have shifted focus to mid-tier customers, increasing competition in the home appliance sector [5] Automotive Electronics - Major OEM clients include leading domestic car manufacturers and well-known companies in niche markets [6] - ODM projects are growing annually, with delivery cycles typically ranging from 6 to 12 months [7] - Key product lines in ODM include electronic oil pump controllers and electronic water pump controllers, each with varying market values [8] Future Outlook - The gross margin for automotive electronics is expected to improve in 2024 due to participation in high-end vehicle projects [9] - The subsidiary Longteng Future is in the incubation phase, with revenue targets to be adjusted based on project progress and market feedback [9] Product Performance - Revenue from new consumer electronics products is projected to be over 100 million, reflecting an 18.2% year-on-year decline due to reduced demand for niche products like pool robots [10] - The storage product segment experienced significant fluctuations, with a sharp increase in 2022 followed by a decline in 2023 due to changes in local energy subsidy policies [10] International Operations - Overseas direct sales accounted for approximately 30% of total revenue in 2024, with the U.S. market contributing about 4% of this total [10] - A new factory in Thailand is set to begin production in June, focusing on PCBA and finished products, with specific output values to be determined based on market demand [10] Strategic Planning - The company is currently focused on the first phase of the Thailand project and will evaluate further overseas expansion based on production performance and market conditions [10]

证券代码：002402 证券简称：和而泰 公告编号：2025-040 特别提示： 司（以下简称"公司"）通过回购专用证券账户持有的公司股份3,746,700股不享有 参与利润分配的权利，本次权益分派以公司现有总股本925,080,285股剔除回购专 用证券账户持有股份3,746,700股后的921,333,585股为基数，向全体股东每10股派 发现金红利1.00元（含税），合计人民币92,133,358.50元（含税），送红股0股（含 税），不以公积金转增股本。 深圳和而泰智能控制股份有限公司 本保持不变，现金分红总额分摊到每一股的比例将减小，因此，本次权益分派实 施后除权除息价格计算时，每10股现金红利应以0.995949元计算，每股现金红利应 以0.0995949元/股计算（每股现金红利=现金分红总额÷总股本，即0.0995949元/股 =92,133,358.50元÷925,080,285股，结果直接截取小数点后七位，不四舍五入）。综 上，在保证本次权益分派方案不变的前提下，2024年年度权益分派实施后的除权 除息价格按照上述原则及计算方式执行，即本次权益分派实施后的除权除息价格= 股权登记日收盘价-0 ...

Group 1 - The company has conducted a review of the "2025 Stock Option and Restricted Stock Incentive Plan (Draft)" and confirmed its eligibility to implement the stock incentive plan based on relevant laws and regulations [1][2][3] - The review indicates that the granting arrangements for restricted stocks comply with legal regulations and do not infringe on the interests of the company and all shareholders, pending approval from the shareholders' meeting [2][3] - The assessment indicators for the incentive plan are deemed scientific, reasonable, comprehensive, and operational, ensuring the plan's successful implementation and contributing to the company's sustainable development [2][3] Group 2 - The list of initial incentive recipients includes only formal employees of the company and its subsidiaries, excluding independent directors, supervisors, and shareholders holding more than 5% of the company's shares [3][4] - The review confirms that the incentive recipients meet the qualifications stipulated by the Company Law and Securities Law, ensuring the legality and validity of their selection [3][4] - The board's remuneration and assessment committee will disclose the review opinions and public comments on the incentive recipient list five days before the shareholders' meeting [3]

深圳市雷赛智能控制股份有限公司 董事会关于 2025 年员工持股计划（草案）合规性的说明 深圳市雷赛智能控制股份有限公司（以下简称"公司"）2025 年员工持股计划 （草案）（以下简称"本员工持股计划"）依据《中华人民共和国公司法》《中 华人民共和国证券法》《关于上市公司实施员工持股计划试点的指导意见》（以 下简称"《指导意见》"）《深圳证券交易所上市公司自律监管指引第 1 号——主 板上市公司规范运作》（以下简称"《上市公司规范运作》"）等法律法规、规范 性文件和《公司章程》制订。 董事会现就本员工持股计划符合《指导意见》等相关规定说明如下： 一、公司不存在《指导意见》《上市公司规范运作》等法律、法规规定的禁 止实施员工持股计划的情形，公司具备实施本员工持股计划的主体资格。 二、本员工持股计划内容符合《指导意见》《上市公司规范运作》等有关法 律、法规及规范性文件的规定，公司推出员工持股计划前，通过职工代表大会充 分征询了员工意见。 三、本员工持股计划关联监事已根据相关规定回避表决，公司审议本员工持 股计划相关议案的决策程序合法、有效，不存在损害公司及全体股东利益的情形。 四、公司监事会对本员工持股计划名单进 ...

Core Insights - Digital transformation is crucial for companies to stand out in competitive markets, with Chanyi Intelligent being recognized as a pilot demonstration enterprise in 2023 [2] - The company has a strong R&D team of over 200 people and holds more than 180 patents, achieving a compound annual growth rate of over 20% in revenue for five consecutive years [2] - Chanyi Intelligent has developed a comprehensive IT organization that has evolved from a small team to a dedicated Process and Information Management Center, enhancing data management and decision-making processes [2] Group 1 - Chanyi Intelligent is the first listed company in the remote control industry in China, excelling in automation manufacturing with over 90% of self-developed testing equipment in its workshops [2] - The company emphasizes quality control, global service, and refined cost management, earning recognition as a single champion enterprise in Guangdong's manufacturing sector and a national high-tech enterprise [2] - The implementation of a big data management platform allows for in-depth analysis of operational performance, enabling the company to identify and address cost issues effectively [2] Group 2 - The collaboration with SAP is a key element in Chanyi Intelligent's digital transformation, focusing on management reform and internal process restructuring [2] - The SAP ERP cloud system has facilitated end-to-end process reengineering, global financial integration, and operational optimization, enhancing supply chain management and financial reporting [2] - The company aims to continue upgrading its MES and PLM systems, striving for further innovation in the intelligent control field through ongoing digital transformation efforts [3]

关于 2022 年股票期权激励计划部分股票期权 注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 能"） 本次注销2022年股票期权激励计划部分股票期权合计134,903份，占公 司目前总股本的0.04%，涉及激励对象合计20人； 注销事宜已于2025年5月12日办理完成。 一、已履行的相关审批程序 证券代码：002979 证券简称：雷赛智能 公告编号：2025-028 深圳市雷赛智能控制股份有限公司 第九次会议，审议通过了《关于调整 2022 年股票期权激励计划业绩考核指标的 议案》，同意调整 2022 年限制性股票激励计划部分业绩考核指标，并修订《2022 年股票期权激励计划（草案）》及摘要、《2022 年股票期权激励计划实施考核管 理办法》相应条款。 十次会议审议通过了《关于调整 2022 年限制性股票激励计划回购价格、2022 年股票期权激励计划行权价格的公告》，经调整后，限制性股票回购价格由 7.66 元/股调整为 7.54 元/股，股票期权行权价格由 20.07 元/股调整为 19.95 元/ 股。 次会议审议通过了《关于 ...

Group 1: Company Performance and Revenue - The overseas revenue for 2024 increased by 9.3% compared to 2023, primarily driven by other smart products [2] - The company's overseas direct sales accounted for 29.71% in 2024 [4] - The first quarter of 2025 saw a decline in revenue and profit due to external macroeconomic uncertainties affecting consumer electronics [3][4] Group 2: Business Development and Strategy - The company is actively expanding its market presence in regions such as the "Belt and Road" countries, Europe, and Southeast Asia to reduce reliance on a single market [3][4] - The construction of the Thailand base is progressing, with the main structure completed and expected to be partially operational by June [3] - The company plans to continue its global strategy and enhance its market share through various initiatives [3] Group 3: Cost Control and Efficiency Measures - In 2024, the company implemented cost control measures that resulted in a lower growth rate of expenses compared to revenue [5] - The company initiated lean projects to improve production efficiency, completing 94 key projects to enhance material management and reduce costs [5] Group 4: Product Development and Market Trends - The company is focusing on artificial intelligence applications, including robotics path planning and voice recognition technologies, primarily in smart home appliances and consumer electronics [3][6] - The smart controller market is expected to grow significantly due to advancements in technology and increasing consumer demand for quality [6] - The company is committed to expanding its product offerings in emerging sectors such as new consumer electronics, automotive electronics, and energy storage [6]

Financial Performance - In 2024, the company achieved operating revenue of 3.104 billion yuan and a net profit attributable to shareholders of 241 million yuan, demonstrating a solid growth trajectory despite a complex market environment [1] - In Q1 2025, the company reported revenue of 801 million yuan and a net profit of 116 million yuan, both showing double-digit growth year-on-year [1] Core Business Focus - The company is concentrating on three core areas: laser technology, superconductivity, and intelligent control, with significant investments in R&D to overcome technological bottlenecks [1] - The company has successfully transitioned from traditional manufacturing to hard technology, enhancing its resilience and growth potential [1] Superconductivity Developments - 2024 is seen as a pivotal year for the industrialization of high-temperature superconductivity technology, with significant breakthroughs achieved in various applications [2] - The company is a global leader in superconductivity, with its subsidiary making strides in technology development and industrialization, including successful installations and testing of superconducting heating equipment [2][3] Laser Technology Advancements - The global laser weapon market is projected to grow from $5 billion in 2023 to $24 billion by 2030, with a compound annual growth rate of 25.9% [4] - The company has established a comprehensive product lineup in the laser sector, focusing on high-end laser devices and systems, and has made significant advancements in its "Guangren" series of anti-drone systems [4][5] Intelligent Control Sector Growth - The intelligent control business saw total assets rise to 2.131 billion yuan in 2024, with a net profit of 116 million yuan, reflecting a year-on-year growth of 4.98% [6] - The company has established an innovation research institute to enhance its technological and manufacturing capabilities in various sectors, successfully expanding its market share [6] Strategic Adjustments in Backlight Source Business - The company faced challenges in 2024 due to structural adjustments in its laser and backlight source businesses, but these issues were resolved by Q1 2025, leading to significant growth in the laser segment [7][8] - The backlight source business underwent strategic restructuring, focusing on high-end applications and successfully turning profitable by March 2025 [8] Future Outlook - The company is well-positioned to leverage policy support and market demand for high-tech industries, particularly in laser and superconductivity sectors, to achieve sustained growth [8]

当前国际贸易环境错综复杂，记者从多家深圳企业获悉，凭借丰富的经验和灵活的策略，深圳企业积极 应对、主动调整，坚持实施创新驱动发展战略，展现出强大的抗风险能力。 我国LED产业在国际上占据重要地位，海外市场的依存度高。洲明科技表示，公司在全球的销售网络布 局相对均衡，除美国外，在欧洲和亚非拉地区等地均有销售布局，全球均衡布局可以分散单一地区政策 变化带来的风险。此前，公司收购了美国本土LED企业，可实现本土化生产和分销，有助于规避关税影 响。此外，公司在北美主要推广中高端产品，客户对价格敏感度较低，成本转嫁能力较强。通过技术创 新和产品升级，进一步巩固技术优势，提高产品的附加值，增强议价能力。 深圳拓邦股份有限公司是国内智能控制领域首家上市公司。4月24日，拓邦股份通过深交所互动易平台 表示，公司的海外客户广泛分布于亚洲、欧洲、北美洲、拉丁美洲、大洋洲、非洲等多个区域。公司有 多区域化布局，如墨西哥、印度、罗马尼亚、越南等生产基地已具备批量生产能力，能有效降低单一市 场的关税风险，未来有望在产业链重构中提升份额，获取增量机会。 自主创新打造产品硬核竞争力 在4月13日举行的日本大阪世博会上，光峰科技助力中国馆、 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002402 证券简称：和而泰 公告编号：2025-016 深圳和而泰智能控制股份有限公司 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 特别提示：本公告所载2024年度的财务数据为初步核算数据，未经会计师事务所审计，与年度报告中披 露的最终数据可能存在差异，请投资者注意投资风险。 一、2024年度主要财务数据和指标 单位：人民币万元 ■ 二、经营业绩和财务状况情况说明 2024年公司一如既往坚持大客户战略部署，加强业务市场拓展以及提升产品覆盖面，不断构建、优化企 业内部组织结构、管理体系、供应体系、运营体系、生产制造体系，提升抗风险能力与经营韧性，形成 高质量可持续发展的经营战略，并积极推进各项战略部署，打造大变局时代的好企业。 报告期内，公司实现营业收入96.60亿元，同比增长28.66%；主要系公司加大客户开拓力度、提高产品 覆盖面，客户订单交付增加及新客户、新项目订单增加。公司实现归属于上市公司股东的净利润为3.64 亿元，同比增长9.92%，主要系公司在市场开拓、研发创新、内部管理等方面 ...