证券代码：301113 证券简称：雅艺科技 浙江雅艺金属科技股份有限公司 Q：客户是否提出过海外建厂的要求？ A：是的，一些客户有提出。但公司经过调研和关税政策的不确定性并 未推进。 Q：为什么公司没有选择海外建厂？ A：原因主要有三点： 关税政策多变，即使建厂也未必能规避，例如钢铝类产品政策变动大； 投资周期长，至少需要两年，成本高且风险大； 海外营商环境复杂，难以真正融入。 Q：相比之下，国内运营的优势是什么？ A：国内营商环境便利，办事效率高，手续简化，避免了海外复杂的法 律和行政障碍。 Q：在关税影响下，客户的订单情况如何？ 投资者关系活动记录表 编号：2025-005 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 （ 线上会议 ） 参与单位名称及 人员姓名 赵晨凯 海富通基金 邢瀚文 财通证券 魏子扬 财通证券 时间 2025 年 9 月 17 日 地点 浙江雅艺金属科技股份有限公司新厂办公楼三楼会议室 上市公司接待人 员姓名 董事会秘书 潘红星 | | Q：公司在 2022 年营收下降后的应对措施是什么？ | | - ...

Group 1: Order Trends and Revenue - In the first half of 2025, online retail channel accounted for 72.91% of total orders, with 128,000 orders, representing a 171% year-on-year increase [2] - The company's revenue for the first half of 2025 reached 146 million yuan, a 32.28% increase year-on-year, with online business contributing 72.91% of total revenue [3] Group 2: Production and Market Strategy - The company's production capacity is primarily located domestically, with no plans for overseas production [2] - The management strategy includes upgrading from ODM to OBM, focusing on building its own brand sales channels and expanding online sales [3] Group 3: Customer Base and Market Share - The main offline customers are large supermarkets in North America, while online sales are primarily through Amazon [2] - The company is expanding its product applications to outdoor scenarios, including restaurants, hotels, and cafes, with a broader product range now including outdoor pavilions and heaters [2] Group 4: Future Outlook and Policies - The company does not currently have a stock incentive plan but has conducted four dividend distributions since its listing, with plans for future dividends as long as they do not impact operations [3] - There are no immediate capital expenditure plans [3]