证券代码：301360 证券简称：荣旗科技 荣旗工业科技（苏州）股份有限公司 投资者关系活动记录表 编号：2025-004 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 天弘基金 陈祥；新华基金 刘海彬；中金公司 郭威秀；君榕资 | | 本 及人员姓名 | 熊晓峰 | | 时间 2025 | 年 9 月 4 日 9:00-10:00 | | 地点 | 公司会议室 | | 上市公司接待 | 董事、副总经理、财务总监兼董事会秘书：王桂杰女士 | | 人员姓名 | | | | 一、介绍公司基本情况和业务概况 | | | 公司专注于智能装备的研发、设计、生产、销售和技术服务， | | | 重点面向智能制造中的检测和组装工序提供自主研发的智能装 | | | 备产品，目前主要的服务领域为消费电子和新能源。 | | | 消费电子领域，2025 年来自苹果的订单主要有无线充电、 | | VC 投资者关系活 | 散热片、智能眼镜等项目的智能检测装备；来自 ...

Group 1: Company Overview - The main products of Rongqi Industrial Technology (Suzhou) Co., Ltd. are intelligent detection and assembly equipment, primarily serving the 3C and new energy sectors [2]. - In 2025, major orders for Apple are expected from projects related to wireless charging, VC heat sinks, and smart glasses, while META's orders will focus on smart glasses assembly equipment [2]. Group 2: Performance Outlook - The company's revenue recognition is significantly influenced by project acceptance progress, leading to some uncertainty in the overall performance outlook for 2025, although growth compared to the previous year is anticipated [3]. - The order rhythm from 3C sector clients remains stable, while the new energy sector's order rhythm varies based on client expansion and renovation plans [3]. Group 3: Product Development and Capacity - The company has introduced new detection equipment for mobile phone products in 2025, which has already been mass-produced and delivered [3]. - The current capacity utilization rate is good, meeting customer delivery needs, with flexible production adjustments based on client requirements [3]. Group 4: Research and Future Plans - The company maintains a high level of R&D investment, focusing on both customer-driven projects and foundational scientific research, collaborating with universities on multiple machine vision-related papers [3]. - Future plans include continued focus on technological innovation in industrial intelligent equipment, with an emphasis on expanding applications in the new energy sector and enhancing the application landscape for intelligent assembly equipment [3].