中信建投、中银基金、光大证券、湘财证券、东方证券、中邮人寿保险、国泰海通、中信证券、财通证 券、深圳华银精治资管、南方财经、上海汇正财经、东莞证券、广东燊茂私募基金、浦发银行等23家机 构（按调研批次统计）上市公司接待人员： 副总经理、董事会秘书谢华，财务负责人姚建华，证券事务代表王英，财务部副经理黄俊，高级投资者 关系经理胡瑞娟、王格 近日，广电运通（股票代码：002152）集中接待了多批次机构调研，包括中信建投、中银基金、光大证 券等23家机构的39名投资者参与，调研形式涵盖电话会议与现场调研。公司就业绩表现、机器人业务布 局、技术合作、海外拓展及国企机制灵活性等核心议题与机构进行深入交流，披露了前三季度营收增长 11%、机器人业务瞄准22万银行网点市场等重要信息。 调研基本情况 投资者活动关系概况活动类别：特定对象调研、现场参观、电话会议时间：2025年10月31日（电话会 议）、11月3日（电话会议）、11月4日（现场调研）地点：广州市高新技术产业开发区科学城科林路 9、11号（现场调研地点）参与单位名称： 海外业务方面，公司前三季度海外市场收入超11亿元，保持稳中有升。目前正深耕欧洲、亚太、美洲优 ...

广电运通集团股份有限公司 投资者关系活动记录表 编号：2025019 | 投资者关系活 | ☑特定对象调研 | □分析师会议 □媒体采访 | | --- | --- | --- | | 动类别 | □业绩说明会 | □新闻发布会 □路演活动 | | | ☑现场参观 10 月 31 日 电话会议 | ☑其他 电话会议 | | | 中信建投 应瑛、张敏 光大证券 刘勇 | 中银基金 张令泓 惠升基金 钱睿南 湘财证券 李杰 创金合信基金 李晗、张小郭 | | | 东方证券 浦俊懿 | 中邮人寿保险 许凯 同泰基金 唐之超 | | | 国泰海通 张盛海 | 中信建投国际 张倬浩 中国人民健康保险 金昊 | | | 中信证券 王盛乾 | 财通证券 李宇轩 国元证券 耿军军 | | | 深圳华银精治资管 | 龙化东 Protium Capital Limited 张辛洋 | | | 共 19 | 人（以上排名不分先后） | | | 11 月 3 日 电话会议 | | | | 中信证券 曲松 | 和谐健康保险 朱之轩 | | 活动参与人员 | 11 月 4 日 现场调研 | | | | 南方财经 | 朱清华、邓炜晴、迟伟 ...

Summary of Guangdian Yuntong's Conference Call Company Overview - **Company**: Guangdian Yuntong - **Industry**: Financial Technology, Smart City Solutions, AI Applications Key Points Financial Performance - In the first three quarters of 2025, Guangdian Yuntong achieved a revenue of **79.06 billion** yuan, representing a year-on-year growth of **11.08%** [3] - The net profit attributable to shareholders was **6.02 billion** yuan, showing a slight decline due to delays in digital finance project construction and delivery [3] Shareholder Returns - The company plans to distribute a cash dividend of **4.22 billion** yuan for the mid-year, adding to the **4.97 billion** yuan already distributed, totaling an expected **9.19 billion** yuan for the year, exceeding the average net profit over the past three years [2][4] - Since its listing in 2007, the cumulative dividend has reached **48.86 billion** yuan [4] AI Technology Applications - Guangdian Yuntong is leveraging AI technology across core business areas, including financial technology, smart cities, and intelligent transportation [6] - The company has won multiple bids for AI digital financial projects with major banks, including **Xingye Bank** and **Minsheng Bank** [6] Innovation in Smart Terminals - The company is focusing on the development of innovative smart terminals, including service robots for banking environments, to address the trend towards automation and unmanned banking [7] - With over **600 service outlets**, the company aims to reduce market expansion costs by utilizing existing sales channels [7] Cross-Border Payment Capabilities - Guangdian Yuntong has obtained cross-border RMB payment qualifications and launched related payment products, focusing on the **Guangzhou** and **Greater Bay Area** markets [8] - The company has also secured an MSO license for compliant cross-border fund settlement and foreign exchange services [8] Strategic Partnerships - The company has deepened its strategic cooperation with **Huawei**, gaining new product qualifications and enhancing its technological capabilities [9] - Collaborations with other major manufacturers like **Haiguang** and **Feiteng** are also in place to diversify its product offerings [9] Government IT Budget Trends - There are signs of a recovery in government IT budgets, particularly in areas like smart city projects and digital finance upgrades [19] - The company has secured significant contracts, indicating a positive trend in government spending [19] Future Outlook - For 2026, Guangdian Yuntong plans to continue focusing on cost reduction and efficiency improvements while enhancing innovation and international cooperation [20] - The company is optimistic about its growth prospects in overseas markets, with revenue from international operations exceeding **1 billion** yuan [15] Smart City and Transportation Initiatives - The company is actively involved in smart city construction and intelligent transportation infrastructure upgrades, anticipating increased government investment in these areas [23][24] - Guangdian Yuntong aims to leverage its early mover advantage in these sectors to capture market opportunities [23] Digital Currency and Web 3.0 - The company is preparing for developments in digital currency and Web 3.0, with a focus on blockchain technology and digital RMB solutions [18] Conclusion - Guangdian Yuntong is strategically positioned to capitalize on emerging opportunities in financial technology, smart city solutions, and AI applications, with a strong focus on shareholder returns and innovation in product development. The company is optimistic about its future growth trajectory, supported by favorable government spending trends and strategic partnerships.

广电运通集团股份有限公司 3、近年来，各大银行深入推进网点运营改革及降本增效，持续运用 AI 技术升 级运营场景。广电运通是如何帮助银行推进网点可持续发展和降本增效的？ 投资者关系活动记录表 答：目前公司正全力把握银行业 AI 深度替代的战略机遇，推动全国首个银行云 柜创新模式，并全面试点厅堂服务机器人、介质交付机器人与数字人智慧柜台等前 沿科技，在自助服务、迎宾交互、高柜服务、低柜协同及外拓营销等关键场景中， 构筑业界领先的全栈式 AI 战略布局。近日，公司接连中标兴业总行现金类设备与智 能柜台两大集采项目、民生总行新型运营机具项目，并首次突破光大总行智能柜台 项目，这一系列中标进一步巩固公司在智能金融设备市场的领导地位，深化在银行 迎宾、自助服务、高柜、低柜及外拓营销等核心场景的 AI 战略布局。今年以来，公 司与各大银行的合作持续深化，除以上中标项目外，已相继中标交通银行电子锁、 浦发银行智能款箱与智慧食堂、招商银行信创现金设备、华夏银行移动展业等总行 集采项目，实现在业务纵深发展与横向拓展上的历史性突破。随着 AI 技术的应用和 各大银行持续升级网点运营场景，将催生更多创新终端实现对现有终端的替代，公 ...