熵基科技股份有限公司投资者关系活动记录表 编号：2026-02 | 投资者关系活 | 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 | | --- | --- | | 动类别 | 路演活动 现场参观 其他（电话会议） | | 参与单位名称 | 国泰海通证券股份有限公司、中国平安人寿保险股份有限公司、立格资本投资有限公司、 | | | 兴合基金管理有限公司、农银汇理基金管理有限公司、大家资产管理有限责任公司、兴 | | | 银理财有限责任公司、天治基金管理有限公司、敦和资产管理有限公司、中银基金管理 | | | 有限公司、上海健顺投资管理有限公司、汇泉基金管理有限公司、国金证券股份有限公 | | | 司、Enreal Limited、和谐健康保险股份有限公司、华西基金管理有限 Asset Management | | | 责任公司、国民养老保险股份有限公司、Oceanpine Capital Inc.、China Merchants Fund | | | Management Company, Limited、东吴基金管理有限公司、合众资产管理股份有限公司、 | | | 农银人寿保 ...

站在"十五五"新程待启的关键时点，如何看待2026年的经济形势？2026年经济工作怎么干？新京报贝壳财经推出《看2026：十五五·启新程》专题报道，汇 聚监管部门、知名学者和领军企业家，解读政策脉络，洞察趋势变化。 深圳市光鉴科技有限公司CEO朱力。受访者供图 新京报贝壳财经：中央经济工作会议提出持续扩大内需、优化供给，做优增量、盘活存量，因地制宜发展新质生产力，对此，贵司会有哪些具体举措？ 对于企业而言，针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措？2026年有哪些战略发展目标？新京报贝壳财经记者就此采访了深圳市光鉴 科技有限公司CEO朱力。 朱力：光鉴科技积极响应中央经济工作会议精神，采取一系列切实可行的举措推动企业高质量发展。首先，我们将进一步优化供应链管理，目前公司核心元 器件已全面实现全国产化供应链，有效减少对国际供应链的依赖，既能够降低生产成本，还确保了产品的高效交付和稳定供应。 其次，光鉴科技将加大在产品创新和应用场景拓展方面的投入。我们将持续深耕机器人、生物识别和智能终端三大核心领域，通过推出符合市场需求的创新 产品，推动技术与行业的深度融合。未来，光鉴科技将不断优化技术，推出更精 ...

责任编辑：小浪快报 资料显示，熵基科技股份有限公司位于广东省东莞市塘厦镇平山工业大路32号，成立日期2007年12月14 日，上市日期2022年8月17日，公司主营业务涉及生物识别为核心技术,专业提供智慧出入口管理、智慧 身份核验、智慧办公产品及解决方案的国家高新技术企业。主营业务收入构成为：智慧空间产品 36.99%，智慧空间产品:门禁产品23.97%，智慧空间产品:其他产品13.03%，智慧办公产品9.18%，智慧 办公产品:考勤产品5.59%，智慧办公产品:其他产品3.60%，数字身份认证产品2.17%，智慧商业产品 1.56%，数字身份认证产品:证卡产品1.11%，数字身份认证产品:生物识别传感器产品0.81%，智慧商业 产品:商用产品0.77%，智慧商业产品:数字标牌产品0.62%，数字身份认证产品:其他产品0.25%，其他产 品0.20%，智慧商业产品:其他产品0.17%。 截至9月30日，熵基科技股东户数2.03万，较上期减少8.40%；人均流通股5602股，较上期增加35.62%。 2025年1月-9月，熵基科技实现营业收入14.01亿元，同比减少0.68%；归母净利润1.28亿元，同比增长 ...

Group 1 - The core business of the company involves biometric recognition technology, providing smart entrance management, identity verification, and smart office products and solutions [2] - As of September 30, 2025, the company achieved operating revenue of 1.401 billion yuan, a year-on-year decrease of 0.68%, while net profit attributable to shareholders increased by 6.24% to 128 million yuan [2] - The company has a total of 20,300 shareholders, a decrease of 8.40% compared to the previous period, with an average of 5,602 circulating shares per person, an increase of 35.62% [2] Group 2 - The company has distributed a total of 236 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the sixth largest circulating shareholder, holding 942,200 shares, a decrease of 164,800 shares from the previous period [3] - Two funds, Baodao Growth Zhihang Stock A and Xin'ao Core Technology Mixed A, have exited the top ten circulating shareholders list [3] Group 3 - On December 4, the company's stock price fell by 0.66%, with a trading volume of 48.72 million yuan [1] - The financing buy-in amount on December 4 was 4.4762 million yuan, while the financing repayment was 5.4420 million yuan, resulting in a net financing buy-in of -0.9658 million yuan [1] - The total margin balance of the company as of December 4 is 185 million yuan, accounting for 5.67% of the circulating market value, which is above the 60th percentile level over the past year [1]

Core Insights - The article discusses the emergence of palm vein recognition technology as a viable alternative to fingerprint and facial recognition, highlighting its advantages in security and privacy [1][4][11] - The company Maize Technology, founded in 2021, is positioned as a key player in the palm vein recognition market, leveraging technology from South China University of Technology [1][6] Group 1: Technology Advantages - Palm vein recognition technology offers unique advantages such as live detection, high anti-counterfeiting capabilities, and enhanced privacy protection compared to facial and fingerprint recognition [4][11] - The technology captures subcutaneous vein patterns using near-infrared light, making it effective even under adverse conditions like skin injuries or contamination [4][5] Group 2: Market Position and Strategy - Maize Technology has developed over ten hardware products, including access control systems and payment devices, and is focusing on expanding into overseas markets by 2024 due to domestic market saturation [7][9] - The company aims to differentiate itself from established players like Fujitsu and Hitachi by offering superior technology at a lower price point, with its products priced at one-third of Fujitsu's similar offerings [7][9] Group 3: Future Directions - The company plans to enhance its 1:N recognition capabilities, allowing for efficient identification from large databases, which is a key selling point for overseas clients [10][11] - Maize Technology is exploring applications in emerging fields such as Web3 and digital identity verification, leveraging the unique properties of palm vein recognition for secure identity authentication [11]

Core Insights - The article highlights the synergy between "Foshan manufacturing" and "Hong Kong-Macau innovation," showcasing the high-quality development of the Greater Bay Area through cultural connections and industrial collaboration [1] Group 1: Technological Innovations - The palm vein recognition system in Foshan allows for a seamless travel experience on the subway without the need for mobile phones, cards, or facial recognition [4] - A group of young entrepreneurs from the Greater Bay Area is promoting biometric recognition technology, expanding its application to cities like Shanghai and Chongqing [7] - The "embodied intelligent" robots produced in Foshan are set to be shipped globally, showcasing various forms of robots capable of environmental perception and decision-making [9] Group 2: Industrial Collaboration - The robots are developed through collaboration among companies from Foshan, Hong Kong, and Shandong, combining computing power, cloud technology, and software development [11] - The efficient production line in Foshan operates continuously, with a new robot being completed every 30 minutes, demonstrating high operational efficiency [11] - The integration of "Hong Kong-Macau innovation" with "Foshan mass production" exemplifies the industrial fusion within the Greater Bay Area [13] Group 3: Cultural and Economic Synergy - The article emphasizes the cultural connections and shared experiences that bind the Greater Bay Area, from sports to culinary traditions, fostering a sense of community and collaboration [13] - The establishment of 12 entrepreneurial incubation bases for Hong Kong-Macau youth in Foshan aims to support talent aggregation and deepen industrial linkages [7]

Core Insights - The stock of Entropy Technology fell by 3.61% on October 10, with a trading volume of 188 million yuan, indicating a negative market sentiment towards the company [1] - The company reported a net financing outflow of 5.63 million yuan on the same day, with a total financing balance of 221 million yuan, which is 6.16% of its market capitalization, suggesting a high level of leverage [1] Company Overview - Entropy Technology, established on December 14, 2007, and listed on August 17, 2022, is based in Dongguan, Guangdong Province, specializing in biometric recognition technology and providing smart entrance management, identity verification, and smart office solutions [2] - The company's revenue composition includes: smart space products (36.99%), access control products (23.97%), other smart space products (13.03%), smart office products (9.18%), attendance products (5.59%), and various other categories [2] Financial Performance - For the first half of 2025, Entropy Technology achieved a revenue of 929 million yuan, representing a year-on-year growth of 2.90%, while the net profit attributable to shareholders was 93.24 million yuan, up 18.56% year-on-year [2] - The company has distributed a total of 236 million yuan in dividends since its A-share listing [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 25.78% to 22,200, with an average of 4,130 circulating shares per person, a decrease of 4.83% [2] - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 289,100 shares, and new entrant Xin'ao Core Technology Mixed A [3]

Company Overview - Entropy Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on December 14, 2007, and listed on August 17, 2022. The company specializes in biometric recognition technology, providing smart entrance management, identity verification, smart office products, and solutions as a national high-tech enterprise [1] - The main business revenue composition is as follows: Smart Space 73.84%, Smart Office 18.33%, Digital Identity Authentication 4.32%, Smart Business 3.11%, and Other Products 0.39% [1] Stock Performance - On September 5, Entropy Technology's stock rose by 5.54%, reaching a price of 32.39 CNY per share, with a trading volume of 207 million CNY and a turnover rate of 5.83%. The total market capitalization is 7.623 billion CNY [1] Shareholder Information - Among the top ten circulating shareholders of Entropy Technology, the Baodao Growth Zhihang Stock A Fund (013641) increased its holdings by 44,500 shares in the second quarter, holding a total of 491,100 shares, which accounts for 0.54% of the circulating shares. The estimated floating profit today is approximately 834,800 CNY [2] - The Baodao Growth Zhihang Stock A Fund was established on October 26, 2021, with a latest scale of 999 million CNY. Year-to-date returns are 33.15%, ranking 641 out of 4222 in its category; the one-year return is 75.29%, ranking 610 out of 3795; and since inception, the return is 32.22% [2] Fund Management - The fund manager of Baodao Growth Zhihang Stock A is Yang Meng, who has a cumulative tenure of 7 years and 29 days. The total asset scale of the fund is 12.691 billion CNY, with the best fund return during the tenure being 136.28% and the worst being -27.34% [3]

Company Overview - Entropy Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on December 14, 2007, and listed on August 17, 2022. The company specializes in biometric recognition technology, providing smart entrance management, identity verification, smart office products, and solutions as a national high-tech enterprise [1]. Stock Performance - As of September 3, Entropy Technology's stock price fell by 2.92% to 31.63 CNY per share, with a trading volume of 268 million CNY and a turnover rate of 7.32%. The total market capitalization is 7.444 billion CNY. The stock has experienced a continuous decline for four days, with a cumulative drop of 11.77% during this period [1]. Revenue Composition - The revenue composition of Entropy Technology is as follows: Smart Space accounts for 73.84%, Smart Office 18.33%, Digital Identity Authentication 4.32%, Smart Business 3.11%, and Other Products 0.39% [1]. Major Shareholders - Among the top ten circulating shareholders, a fund under Cinda Australia Fund ranks as a significant holder. The Xin'ao Core Technology Mixed A Fund (007484) entered the top ten in the second quarter, holding 405,200 shares, which is 0.44% of the circulating shares. The estimated floating loss today is approximately 385,000 CNY, with a total floating loss of 1.7101 million CNY over the four-day decline [2]. Fund Performance - The Xin'ao Core Technology Mixed A Fund (007484) was established on August 14, 2019, with a latest scale of 626 million CNY. Year-to-date returns are 32.35%, ranking 1921 out of 8180 in its category. Over the past year, the fund has achieved a return of 101.32%, ranking 339 out of 7967. Since inception, the fund has returned 131.11% [2]. Fund Manager Information - The fund manager of Xin'ao Core Technology Mixed A is Xu Cong, who has been in the position for 2 years and 295 days. The total asset scale of the fund is 716 million CNY, with the best return during the tenure being 22.87% and the worst return being 6.53% [2].

Core Insights - The stock of Entropy Technology increased by 10.27% on August 28, with a trading volume of 826 million yuan [1] - As of August 28, the total margin balance for Entropy Technology was 207 million yuan, representing 5.06% of its market capitalization [1] - The company reported a revenue of 929 million yuan for the first half of 2025, reflecting a year-on-year growth of 2.90% [2] Financing and Margin Trading - On August 28, Entropy Technology had a financing buy-in amount of 90.425 million yuan, with a net buy of 6.0717 million yuan [1] - The financing balance of 207 million yuan is above the 90th percentile of the past year, indicating a high level of margin trading activity [1] - There were no short sales or short positions reported on August 28, with the short balance at zero [1] Business Performance - The company’s main business segments include smart space (73.84%), smart office (18.33%), digital identity authentication (4.32%), and smart commerce (3.11%) [1] - The number of shareholders increased by 25.78% to 22,200 as of June 30, 2025, while the average number of circulating shares per person decreased by 4.83% [2] - The net profit attributable to the parent company for the first half of 2025 was 93.236 million yuan, showing an 18.56% increase year-on-year [2] Shareholder and Dividend Information - Since its A-share listing, Entropy Technology has distributed a total of 236 million yuan in dividends [3] - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and other institutional investors, with notable increases in holdings [3]