2025年05月15日，长荣股份2024年度业绩网上说明会在全景网顺利举行。出席本次业绩说明会的人员有 董事长、总裁李莉、副总裁江波、财务总监张庆、董事会秘书王广龙、独立董事杨金国。 2、问：长荣是做模切机的，智能化是只能用在模切机上？现在智能化各行业都在发展，你们得发展一 下其他热门行业，股价才能涨啊！ 回答：您好，感谢您的关注。公司的智能数字化业务可以为客户提供数字化生产车间解决方案、客户数 字化运营解决方案、智能管理系统和平台运营服务、智能化数字化设备和技术服务，打造集自动化、信 息化、智能化为一体的智慧工厂整体解决方案。公司承接的国家级"工业互联网标识解析二级节点"项目 目前已为近80家行业客户提供服务，同时，公司自有长荣云平台服务可配合长荣喷码机等专用设备，可 为各领域包装印刷行业客户提供一物一码、防伪溯源、防窜货等应用和解决方案。公司将持续加大研发 力度，结合市场需求引入新技术、新方案，推动行业数字化、智能化转型升级发展。谢谢。 3、问：【查询-001】高管您好。请问贵公司本期财务报告中，盈利表现如何？谢谢。 回答：您好，感谢您的关注。报告期内，公司营业收入 16.42 亿元，归属于上市公司股东的 ...

证券代码： 300195 证券简称：长荣股份 天津长荣科技集团股份有限公司投资者关系活动记录表 编号：2025-001 1 强本的理念，围绕公司经营目标，持续加强运营管理、财务管理 和成本费用的管控，后续随着销售规模和产能效率的提升，不断 提升主营业务利润率水平。谢谢。 2、长荣是做模切机的，智能化是只能用在模切机上？现在智 能化各行业都在发展，你们得发展一下其他热门行业，股价才能 涨啊！ 回复：您好，感谢您的关注。公司的智能数字化业务可以为 客户提供数字化生产车间解决方案、客户数字化运营解决方案、 智能管理系统和平台运营服务、智能化数字化设备和技术服务， 打造集自动化、信息化、智能化为一体的智慧工厂整体解决方案 。公司承接的国家级"工业互联网标识解析二级节点"项目目前 已为近80家行业客户提供服务，同时，公司自有长荣云平台服务 可配合长荣喷码机等专用设备，可为各领域包装印刷行业客户提 供一物一码、防伪溯源、防窜货等应用和解决方案。公司将持续 加大研发力度，结合市场需求引入新技术、新方案，推动行业数 字化、智能化转型升级发展。谢谢。 3、高管您好。请问贵公司本期财务报告中，盈利表现如何？ 谢谢。 回复：您好， ...

最后，自动套袋机在智能化与网络化方面的结合也将是未来发展的重要方向。通过物联网技术，自动套袋机可以与生产线上的其他设备进行实 时连接，形成一个智能化的生产系统。这种系统不仅可以实现自动化的生产流程，还能通过数据分析优化生产效率，降低成本。未来，自动套 袋机将不仅仅是一个独立的包装设备，而是整个生产系统中不可或缺的一部分。 其次，环保材料的使用将成为自动套袋机发展的另一个趋势。随着全球对环境保护的重视，许多企业开始寻求更加环保的包装解决方案。自动 套袋机将逐步适应这一变化，采用可降解材料和可回收材料进行包装。这不仅能降低对环境的影响，也符合可持续发展的理念，满足消费者对 环保产品日益增长的需求。 自动套袋机作为现代包装工业的重要设备，近年来在各行各业中得到了广泛应用。从食品、化妆品到日用品等多个领域，自动套袋机以其高 效、便捷的特点，逐渐成为生产线上的重要组成部分。随着技术的不断进步和市场需求的变化，自动套袋机的未来发展趋势也呈现出许多新的 特点。 首先，智能化将是自动套袋机未来发展的一个重要方向。随着工业4.0时代的到来，智能制造逐渐成为行业发展的主流。自动套袋机在实现自 动化的基础上，融入更多智能化控制系统 ...

此次深化战略合作，双方计划持续在渠道打通、自营入仓等环节深化合作，进一步推动业务的持续增 长。京东工业将继续为浙江维派开放京东五金城、工品汇、大型企业客户采购平台、零售门店等全渠道 资源，通过"一品多端"的精细化供应链模式帮助浙江维派覆盖更多场景和客户群体，拓展更多大型客户 和中小企业，进一步提升市场渗透率，共同打造线上电动打包机品牌第一名。同时，双方也将推动更多 标准化产品入京东仓，为客户带来更高效、更便捷的采购体验。当用户发起采购需求后，系统会自动匹 配距离交付地点最近的仓库进行发货，由京东物流送货上门，可实现211(当日达或次日达)时效。对于 浙江维派而言，此举不仅能够进一步提升供应链响应速度和客户满意度，也能有效减少自身的仓储成 本、物流成本和管理压力。 浙江维派负责人表示，京东工业在工业供应链领域的技术与服务能力有目共睹，此次战略合作是浙江维 派深化线上布局、提升客户服务体验的重要一步。我们期待通过京东的全渠道资源和数智化供应链能 力，进一步扩大市场影响力，为更多客户提供高效、可靠的包装设备解决方案。未来，浙江维派将继续 以技术创新为驱动，与京东工业共同探索行业数智化升级的新路径，推动包装设备行业的 ...

Core Viewpoint - The company reported its 2024 annual results and Q1 2025 results, showing a mixed performance with revenue growth but a significant decline in net profit due to various challenges [1]. Financial Performance - In 2024, the company achieved revenue of 3.57 billion, a year-on-year increase of 13%; however, the net profit attributable to shareholders was 16 million, a decrease of 78% year-on-year; operating cash flow was 260 million, up 21% year-on-year [1]. - For Q1 2025, the company reported revenue of 890 million, a 7% increase year-on-year; net profit attributable to shareholders was 41 million, a 6% increase year-on-year; operating cash flow was 77 million, a significant increase of 138% year-on-year [1]. Business Segments - The company’s main business lines showed positive revenue growth, with total new orders amounting to approximately 4.5 billion, a year-on-year increase of about 14% [2]. - Smart packaging production lines generated revenue of 1.56 billion (up 9% year-on-year) with a gross margin of 25.5% (down 7.2 percentage points); beverage industry orders increased by about 37% due to higher capital expenditure and market share growth [2]. - Standard single machine equipment revenue reached 1.3 billion (up 21% year-on-year) with a gross margin of 25.4% (down 2.5 percentage points); new orders for standard single machine equipment grew by about 13% [2]. - Packaging materials generated revenue of 370 million (up 31% year-on-year) with a gross margin of 10.3% (up 0.9 percentage points); new orders for packaging materials increased by about 22% [2]. Future Outlook - The company is advancing its humanoid robot product development and has launched an equity incentive plan, indicating a potential turning point for its main business in 2025 [3]. - The company plans to issue 5.08 million restricted stock incentives, with conditions for lifting restrictions based on revenue and net profit targets for 2025-2027 [3]. - The company anticipates that the completion of liquid intelligent packaging production lines in 2024 will add 24 new production lines, potentially generating a net profit of 102 million [3]. Profit Forecast and Valuation - Revenue projections for 2025-2027 are estimated at 4 billion, 4.5 billion, and 5.1 billion, with year-on-year growth rates of 12%, 13%, and 13%; net profit attributable to shareholders is forecasted at 137 million, 204 million, and 299 million, with growth rates of 780%, 49%, and 47% respectively [4]. - The corresponding price-to-earnings ratios are projected to be 33, 22, and 15 times, with a compound annual growth rate of 168% for net profit from 2024 to 2027 [4].

全自动伺服工字型封箱机作为现代包装工业的重要设备，近年来在市场上展现出越来越强劲的发展趋势。随着自动化技术的不断进步，企业对 包装效率和质量的要求不断提高，全自动伺服工字型封箱机正逐步替代传统的人工封箱方式，成为行业内的热门选择。以下将从几个方面探讨 全自动伺服工字型封箱机的市场发展趋势。 1.市场需求的持续增长 随着电子商务的快速发展，包装行业面临着现代的机遇。越来越多的企业意识到，提升包装效率与降低成本是提高市场竞争力的关键。而全自 动伺服工字型封箱机具有高效、稳定的特点，能够快速完成封箱工作，满足了大批量生产的需求。此外，随着消费者对包装质量要求的提高， 企业也开始重视封箱设备的选择，全自动伺服工字型封箱机凭借其优良的封箱效果，逐渐成为企业的首选。 2.技术的不断创新 全自动伺服工字型封箱机的技术进步是推动市场发展的重要因素之一。近年来，伺服驱动技术的应用，使得封箱机在速度和精度上都有了显著 提升。伺服控制系统能够实时调整设备的工作状态，确保封箱过程的稳定性和一致性。同时，智能化技术的引入，使得设备能够进行自我诊断 和故障排除，减少了维护成本和停机时间。这些技术创新使得全自动伺服工字型封箱机在市场上更具 ...

Group 1 - JD Industrial and Yongchuang Intelligent have signed a strategic cooperation agreement to enhance the digital supply chain in the packaging equipment industry [2][3] - Yongchuang Intelligent is a leading domestic packaging equipment company, focusing on R&D, manufacturing, and technical services for packaging equipment and materials [2][3] - The packaging equipment industry is a key segment encouraged by the government for smart manufacturing, with increasing demand driven by the rapid development of downstream industries like food and pharmaceuticals [3] Group 2 - In 2024, Yongchuang Intelligent's subsidiary Zhejiang Weipai will open a self-operated flagship store on JD Industrial's platform, with plans to further deepen cooperation by 2025 [4] - JD Industrial will provide Yongchuang Intelligent access to various channels, including JD Hardware City and other procurement platforms, to enhance market penetration [4][5] - The collaboration aims to improve supply chain response speed and customer satisfaction while reducing Yongchuang Intelligent's warehousing and logistics costs [5] Group 3 - The partnership signifies a shift from platform cooperation to deep supply chain integration, focusing on cost reduction and efficiency improvement [5] - Both companies aim to explore the construction and implementation of a digital supply chain in the packaging equipment sector, enhancing industry collaboration and supply chain integration [4][5] - The strategic cooperation is expected to inject new momentum into the high-quality development of the packaging industry [5]

Core Insights - The company reported a significant decline in net profit despite an increase in revenue, indicating underlying challenges in profitability [1][2][6] Financial Performance - Revenue for 2024 reached approximately 3.57 billion yuan, a 13.37% increase from 2023's 3.15 billion yuan, driven by higher sales of standard equipment and smart packaging production lines [2] - Net profit attributable to shareholders was approximately 15.58 million yuan, a drastic decline of 78.08% year-over-year, primarily due to decreased gross margins and increased asset impairment losses [2] - The company's non-recurring net profit fell by 98.55% to about 1.73 million yuan, highlighting significant challenges in core business profitability [2] - Basic earnings per share decreased by 78.93% to 0.0316 yuan, reflecting a substantial reduction in shareholder returns [2] Expense Analysis - Sales expenses increased by 9.0% to approximately 288.13 million yuan, attributed to higher personnel costs due to increased revenue and orders [3] - Management expenses rose by 16.83% to about 211.25 million yuan, driven by increased depreciation and salaries [3] - Financial expenses surged by 51.89% to approximately 48.16 million yuan, mainly due to decreased interest income from bank deposits [3] - R&D expenses grew by 5.85% to about 253.90 million yuan, reflecting the company's commitment to innovation [3] Cash Flow Overview - Net cash flow from operating activities increased by 21.41% to approximately 261.08 million yuan, benefiting from improved sales collections [4] - Net cash flow from investing activities was negative at approximately -323.21 million yuan, primarily due to cash outflows for fixed and intangible asset acquisitions [4] - Net cash flow from financing activities was also negative at approximately -21.94 million yuan, reflecting a decrease in bank borrowings [4] R&D Investment - Total R&D investment for 2024 was approximately 253.90 million yuan, accounting for 7.12% of revenue, indicating a strong focus on technological innovation [4] - The R&D team consisted of 723 personnel, with about 64.2% holding bachelor's degrees or higher, and a majority aged between 30 and 40 [4] Potential Risks - The company faces risks from macroeconomic fluctuations that could impact demand in the food and beverage sector [5] - Intense market competition may lead to price reductions and further compression of sales margins [5] - Fluctuations in raw material prices could adversely affect product costs and profitability [5] - High inventory levels pose a risk of losses and increased working capital requirements [5] - Management risks associated with recent acquisitions could hinder overall development [5]

Core Viewpoint - The company, Yongchuang Intelligent Equipment Co., Ltd., reported its 2024 annual results, highlighting a revenue increase but a significant decline in net profit, alongside plans for profit distribution and future growth strategies in the packaging equipment industry. Company Overview - Yongchuang Intelligent specializes in the research, design, production, and technical services of packaging equipment and materials, positioning itself as a leading player in the domestic packaging equipment sector [3][4]. - The company offers over 40 types of packaging equipment and more than 400 specifications, creating a comprehensive product system [3]. Financial Performance - In 2024, the company achieved a revenue of approximately 3.57 billion yuan, representing a year-on-year growth of 13.37% [6]. - The net profit attributable to shareholders was approximately 15.58 million yuan, a significant decrease of 78.08% compared to the previous year [6]. - The net profit after excluding non-recurring gains and losses was about 1.73 million yuan, down 98.55% year-on-year [6]. Profit Distribution Plan - The board approved a profit distribution plan for 2024, proposing a cash dividend of 0.15 yuan per share (including tax), with an estimated total cash dividend of approximately 7.2 million yuan, which accounts for 46.22% of the net profit attributable to shareholders [2]. Industry Outlook - The global packaging equipment market is projected to reach 77.7 billion USD by 2032, with a compound annual growth rate (CAGR) of 3.8% from 2024 to 2032 [2]. - The Chinese packaging machinery industry is expected to grow at an average annual rate of around 8% during the 14th Five-Year Plan period, with an average profit growth rate of 7% and an export target of 12 billion USD [2]. Important Resolutions - The board approved several key resolutions, including the annual report, profit distribution plan, and the proposal to apply for a comprehensive credit limit of up to 4.3 billion yuan for 2025 [24][15]. - The company plans to issue shares to specific investors, with a total financing amount not exceeding 300 million yuan, subject to shareholder approval [54][55].