证券日报网12月11日讯东港股份（002117）在12月10日回答调研者提问时表示，公司具备制作数字人民 币钱包(卡)的能力，也已经研发了该类产品，正在做相关的产品资质认证。待获得有关资质后，将根据 客户和市场需求开展销售工作。 ...

投资者关系活动记录表 编号：2025-012 | 投 | 者 | 特定对象调研 □分析师会议 资 | | --- | --- | --- | | | | □媒体采访 □业绩说明会 | | 关 系 | 活 | □新闻发布会 路演活动 | | 动类别 | | □现场参观 □其他： | | 参与单 | | | | 位名称 及人员 | | 中信证券 郭柯宇 姜红宇 | | 姓名 | | | | 时间 | | 2025.12.10 15.00-16.00 | | 地点 | | 东港股份接待室 | | 上市公司 | | 董事会秘书： 齐利国 | | 接待人员 | | 证券事务代表：阮永城 | | 姓名 | | | | | | 一、相关问答及回复内容 | | | | 问：公司各产品的收入占比趋势是怎样的？ | | | | 答：公司目前各类产品发展情况良好，票证印刷业务受到电子化的冲击， | | | | 市场规模有所减少，但目前已经企稳，未来预计能够保持一定的规模。覆合 | | | | 类业务和技术服务业务，仍将保持稳步增长，因此在未来公司各类业务占比 | | | | 可能会变化，印刷业务的占比会降低，覆合和技术服务类业 ...

编号：2025-011 | 投 资 者 | | 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | --- | | 关 系 活 | | □新闻发布会 路演活动 | | 动类别 | | □现场参观 □其他： | | 参与单 位名称 | | | | 及人员 | | 海南港澳资讯 卢胜军 赵斌 庄栗婷、王曾 | | 姓名 | | | | 时间 | | 2025.12.10 14.00-14.30 | | 地点 | | 东港股份接待室 | | 上市公司 | | | | 接待人员 | | 证券事务代表：阮永城 | | 姓名 | | | | | | 一、介绍主要产品运营情况 | | | | 公司的主要业务分为印刷类业务，覆合类业务和技术服务类业务。 | | | | 印刷类业务内容: | | | | 1、商业票证印刷，包括各类商业票据、热敏纸彩票、税务发票、证书、 | | | | 证件、存折、证照等。 | | | | 2、数据处理打印与邮发封装:为金融机构提供数据处理、账单预印、信 | | | | 封加工、账单打印及封装、交寄的全流程业务，也为保险机构提供各类保单 | | | | 打印 ...

Group 1: Business Overview - The company's main business segments include printing, laminating, and technical services [3][4] - Printing business includes commercial票证 printing, data processing printing, personalized color printing, and commercial label printing [3][4] - Laminating business focuses on smart card manufacturing and RFID smart labels, serving various industries [4] Group 2: Financial Performance - For the first half of the year, the company achieved revenue of CNY 581 million, remaining stable compared to the previous year, with a net profit of CNY 78.5 million, an increase of 10.87% [4] - Revenue from printing products decreased by 21.28% year-on-year due to the impact of digitalization, but gross margin improved by 3.37% [4] - Revenue from laminating products increased by 133.81%, with stable gross margins [4] Group 3: Technical Services - Technical services include document storage and digitization, electronic票证 services, and AI robot products [4][5] - Document storage and digitization services have shown stable growth in revenue and profit [5][7] - The company has developed capabilities for digital currency wallet production and is working on product certification [5][6] Group 4: Market Trends and Future Outlook - The company anticipates that the decline in票证 product revenue will stabilize as the electronic replacement trend has largely completed [6] - The electronic票证 business is supported by a blockchain platform, providing data services to various industries [6] - The market for robot products is expected to grow significantly, with a focus on education and government applications [7]

Financial Performance - In the first half of 2025, the company achieved operating revenue of 581 million yuan, remaining stable compared to the same period last year [3] - Net profit attributable to shareholders was 78.5 million yuan, an increase of 10.87% year-on-year [3] - Net profit excluding non-recurring gains and losses was 75.97 million yuan, up 17.86% year-on-year [3] - Return on equity (ROE) was 5.53%, an increase of 0.97% year-on-year, while the debt-to-asset ratio decreased by 3.03% to 27.98% [3] Research and Development - R&D investment in the first half of 2025 exceeded 27 million yuan, accounting for 4.72% of sales revenue [3] Business Segments Printing Products - Revenue from printing products decreased by over 20% year-on-year due to the replacement of traditional paper invoices with electronic invoices [4] - The company anticipates that the impact of electronic replacement will stabilize, with confidence in future growth for printing business [5] Composite Products - Composite products consist mainly of smart card manufacturing and RFID tags, with smart cards accounting for the majority of revenue [4] - The growth in smart card business is attributed to an increase in the number of bank card customers and higher order amounts from existing clients [4] Market Trends - The market for bank card products is expected to maintain stable growth, benefiting from improved products and services [5] - The company is developing capabilities for digital RMB wallet production and is monitoring the development of digital currency policies and technologies [6] AI Robotics - The company has launched AI robotics targeting government and educational sectors, with positive customer feedback and expectations for significant demand [7] - AI robotics development is aligned with existing customer needs, leveraging expertise from industry veterans to enhance product offerings [7]