2025 年 8 月 24 日投资者关系活动记录表 编号：2025007 证券代码：002139 证券简称：拓邦股份 深圳拓邦股份有限公司 | | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系 | 媒体采访 | 业绩说明会 | | 活动类别 | 新闻发布会 | 路演活动 | | | 其他： | | | | 月 8 24 花旗银行，Point 72，中金公司，天风证券，招商证券，中信证券，由榕 | 日：20:00—21:00（电话会议） | | | 咨询，中信建投，浙商证券，英大信托，国泰君安资管，泉果基金，国 | | | 参与单位名 | 联基金，中国人保，广东恒健，Pleiad Investment Advisors Limited，正圆 | | | 称、时间 | 投资，同泰基金，永赢基金，南方基金，君和资管，玄卜投资，兴业基 | | | | 金，圆信永丰，睿谷投资，兴银理财，中银三星，钜米资本，中冀投资， | | | | Limited，银华基管、明见投资、东兴基金、 Willing Capital | Management | | | 恒泰证券 | ...

Core Viewpoint - Ningxia aims to enhance the infrastructure for electric vehicles (EVs) by implementing a comprehensive charging facility construction plan for 2025, targeting the establishment of 3,000 new public charging guns to meet the growing demand for EV charging [1][2]. Group 1: Charging Infrastructure Development - The plan outlines the construction of a total of 12,416 public and specialized charging guns by 2025, ensuring that the infrastructure is adequate for 190,000 electric vehicles [1]. - The charging infrastructure will be developed based on a ratio model, where 20% of private car charging needs and 75% of ride-hailing, taxi, and rental vehicle charging needs will be met through public charging facilities [1]. Group 2: Specific Tasks and Scenarios - The plan includes 15 specific tasks across three main areas: optimizing the charging network layout, innovating charging service models, and enhancing operational safety [2]. - Eight primary scenarios for charging infrastructure development are identified, including: - Public parking lots with 1,440 new charging guns to create a "3-kilometer charging service circle" in urban areas [2]. - Residential areas with 280 new charging guns in communities with over 100 parking spaces and a 20% EV ownership rate [2]. - Internal charging facilities in government and large enterprises, with 340 new charging guns [2]. - Industrial parks with 320 new charging guns based on a 15% parking space ratio [2]. - Specialized charging stations for public transport and municipal vehicles, adding 120 new charging guns [2]. - Tourist attractions with 150 new charging guns, ensuring 10% of parking spaces are equipped or reserved for charging [2]. - Rural areas aiming for full coverage in key towns with 230 new charging guns [2]. - Highway service areas with over 120 new charging guns [2]. Group 3: Innovation and Technology - The plan emphasizes the application of advanced charging technologies, vehicle-network interaction, smart and orderly charging, and new charging models for rural areas [3].

Core Viewpoint - The company, Suzhou Huazhi Jie Electric Co., Ltd., is set to benefit from the growing demand for cordless electric tools and the advancement of smart and compact technologies, marking a significant transition from a single component supplier to a comprehensive smart control solution provider [1][8]. Group 1: Company Development and Technology - The company has a history of over 20 years in the electric tool and consumer electronics sectors, continuously innovating and adapting to industry trends such as the shift from corded to cordless tools and from nickel-cadmium to lithium batteries [2][3]. - Huazhi Jie has developed a comprehensive technology system with 280 patents, including 62 invention patents, and has participated in setting multiple industry standards, enhancing its competitive edge [3][4]. - The company has established a strong technical moat through collaborative innovation across different product lines, supported by certifications from international testing organizations [3]. Group 2: Financial Performance - The company's revenue increased from 593 million yuan in 2018 to 1.23 billion yuan in 2024, representing a growth of 107.26%, while net profit rose from 78 million yuan to 153 million yuan, a growth of 96.81% during the same period [4]. - The return on equity (ROE) has consistently remained above 20% since 2018, indicating a high-quality growth trajectory [4]. Group 3: Market Position and Client Relationships - The company has established subsidiaries in overseas markets such as Vietnam, Mexico, and the United States, with over 60% of its revenue coming from international sales, enhancing its risk resilience [4][5]. - Huazhi Jie has formed partnerships with major global clients, including brands like Ryobi and TTI, and has been recognized multiple times as an outstanding supplier [4][5]. Group 4: Future Growth and Market Trends - The company plans to raise 486 million yuan through its IPO to expand production capacity, aiming to produce 86.5 million electric tools annually, which will support its growth in various sectors including electric tools and consumer electronics [7]. - The global electric tool market is projected to reach 56.64 billion USD in 2024, with a year-on-year shipment growth of 24.8%, driven by lithium battery technology and smart features, which will benefit core technology suppliers like Huazhi Jie [8].

据上交所公告显示，上交所上市审核委员会将于3月28日召开2025年第10次审议会议，审议苏州华之杰电讯股份有限公司（简称：华之杰）的首发申 请。 公开资料显示，华之杰定位智能控制行业，主要为电动工具、消费电子等领域产品提供智能、安全、精密的关键功能零部件，公司是百得集团、牧田集 团、TTI集团等全球电动工具巨头的关键供应商之一，近年来正积极拓展新能源汽车、智能家居等领域业务。本次上市，公司拟募集资金48,608.58万 元，主要用于年产8,650万件电动工具智能零部件扩产项目及补充流动资金。 聚焦智能控制领域，一体化能力解决行业痛点 华之杰的主要产品为智能开关、智能控制器、无刷电机、精密结构件，主要应用于锂电电动工具、消费电子等领域。其中电动工具零部件产品占主营业 务收入的比例达到90%以上，是公司主要的收入来源。 国内外双轮驱动，绑定下游龙头业绩稳增 全球电动工具及园林工具消费市场呈现显著地域特征：欧美地区因人工成本高企叠加浓厚的DIY文化，形成家居装修、汽修维护、草坪修剪等自主作业 场景的持续需求。Frost&Sullivan数据显示， 北美市场自2018年超越欧洲成为全球最大电动工具市场，2020年以1 ...