证券代码：001221 证券简称：悍高集团 悍高集团股份有限公司投资者关系活动记录表 编号：2025-003 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） 策略会 参与单位名 称及人员 百嘉基金、宝盈基金、博时基金、财通证券、财通资管、创华投资、 沣谊投资、广发证券、国海证券、国联民生、国任保险、国盛证券、 国泰海通、宏利基金、华福证券、华能信托、华泰柏瑞、汇添富基金、 嘉实基金、建信基金、交银施罗德、金信基金、钜洲投资、南方基金、 鹏华基金、奇盛基金、人保资产、泰禾资本、天弘基金、西部证券、 新思哲(香港)、信达澳亚、煜德投资、长城基金、长信基金、招商证 券、浙商证券、智联投资、中金公司、中泰证券、中信建投证券、中 邮证券、中招商基金、卓臻基金 44 家机构，共计 69 人 （排名不分 先后） 时间 2025 年 12 月 6 日-12 月 31 日 地点 公司星际总部会议室及策略会现场 1 | | 副总经理、董事会秘书 夏祺 | | --- | --- | | 接待人员 | 证券事务代表 刘平 | | 姓名 | 高级投 ...

Industry Overview - The home hardware market is substantial, with a market size nearing 300 billion yuan, driven by economic growth, rising income levels, and urbanization [1] - There is a growing demand for aesthetic and functional product features, highlighting a shortage of mid-to-high-end products with independent brands [1] - Companies in the industry need to invest more in technology development, product iteration, and industrial transformation to meet the evolving consumer demands [1] Company Performance - From 2022 to 2024, the company's revenue is projected to grow from 1.620 billion yuan to 2.857 billion yuan, with a compound annual growth rate (CAGR) of 32.78% [2] - The net profit, excluding non-recurring items, is expected to increase from 198.69 million yuan to 520.35 million yuan, reflecting a CAGR of 61.83% [2] - The company's net asset size is anticipated to expand from 882 million yuan to 1.746 billion yuan during the same period [2] Strategic Initiatives - The company is developing a production base exceeding 600,000 square meters and employs nearly 3,000 people, ranking 190th among the top 500 manufacturing enterprises in Guangdong Province for 2024 [2] - The company plans to extend its business into full-house hardware, aiming to increase market share in wardrobe hardware, smart lighting, and bathroom hardware [2] - The company is expected to leverage capital market integration to enhance its automated production system, solidifying its leading position in the home and furniture hardware sectors [2]

Core Viewpoint - The company, Hanguo Group, is focusing on expanding its product offerings in the home hardware and outdoor furniture sectors while enhancing its manufacturing capabilities and market presence [1] Group 1: Product Focus - The main products of the company include storage hardware, basic hardware, kitchen and bathroom hardware, and outdoor furniture [1] - The company does not currently engage in the fields of smart robotics or military applications [1] Group 2: Strategic Direction - The company aims to align with the trend of systematic development in home hardware, leveraging its technological expertise and market experience [1] - There is a commitment to product lifecycle management driven by market orientation to improve manufacturing efficiency and product quality [1] Group 3: Market Expansion - The company plans to extend its business into full-house hardware, enhancing market share in categories such as bathroom and wardrobe hardware [1] - The goal is to establish itself as a global leader in the home hardware sector through resource synergy and brand effect [1]

Group 1 - The core point of the article is that Hanhigh Group has received approval for its initial public offering (IPO) and plans to issue no less than 40.01 million shares, with the public offering accounting for at least 10% of the total shares after issuance [1] - The funds raised from the IPO will be used for projects including the establishment of an automated manufacturing base for smart home hardware, a research and development center, and information technology construction [1] - Hanhigh Group aims to enhance its smart manufacturing capabilities, improve production efficiency, and expand its market position in core products such as baskets, sinks, hinge rails, and outdoor furniture through the raised funds [1] Group 2 - For the first half of 2025, Hanhigh Group expects revenue between 1.387 billion yuan and 1.502 billion yuan, representing a year-on-year growth of 17.04% to 26.77%, and a net profit between 234 million yuan and 263 million yuan, with a year-on-year growth of 18.64% to 33.66% [2] - In the first quarter, Hanhigh Group achieved revenue of 626 million yuan, a year-on-year increase of 26.75%, and a net profit of 116 million yuan, a year-on-year increase of 40.31% [2] - The company has shown steady growth in recent years, with revenues of 1.62 billion yuan, 2.22 billion yuan, and 2.857 billion yuan from 2022 to 2024, reflecting a compound annual growth rate of 32.78% [2]