以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年6月27日收盘，格灵深瞳（688207）报收于15.07元，较上周的13.65元上涨10.4%。本周，格 灵深瞳6月25日盘中最高价报15.49元。6月23日盘中最低价报13.6元。格灵深瞳当前最新总市值39.03亿 元，在IT服务板块市值排名91/119，在两市A股市值排名3655/5151。 公司公告汇总 公司公告汇总部分显示，北京格灵深瞳信息技术股份有限公司2024年实现营业收入1.17亿元，同比减少 55.30%，主要原因是来自农业银行的营业收入减少75.96%。农业银行提出信创国产化要求，导致交货 量大幅下滑。其他客户收入同比增长42.93%，主要因轨交运维和体育健康领域客户拓展及收购国科亿 道。2024年第四季度营业收入5657.51万元，占比48.26%，同比增加33.89个百分点，主要因农业银行完 成产品升级后加快下单验收。国科亿道2024年11月26日纳入合并范围，贡献收入1525.78万元。公司不 存在提前确认收入和渠道商客户情况。应收账款年末账面价值 ...

近日，西安市政府办公厅印发促进信息产业高质量发展行动方案（2025—2027年），明确将以数字 政府建设重点领域场景需求为牵引，以软硬一体技术适配和产品开发中心建设为核心载体和关键环节， 重点支撑智能终端产业链培育，推动工业软件、信创、人工智能适配应用，促进信息产业高质量发展。 统筹推进建设运营。筛选符合数字政府建设需求、具备创新性的智慧终端产品，编制创新产品推荐 清单，支持新技术、新产品应用与推广；鼓励市属国企使用创新产品推荐清单中的产品与解决方案，有 序推动老旧设备的替换改造。 拓宽应用推广渠道。统筹组织开放应用场景，搭建适配验证产品供需对接渠道，为适配企业提供业 务指导、验证环境和试点支持，落实行业领域智慧化建设方案，推进新产品应用。 西安市数据局相关负责人表示："2025年，我们重点围绕交通、水务、城管、燃气、供热、文旅等 领域开展示范性建设，同步推进环保、教育、住建、应急等领域应用。到2027年，力争实现数字政府建 设重点领域全覆盖，带动信息产业创新发展。"（记者 陈志涛） 构建技术研发体系。组建技术联盟，开展根技术研究、前沿技术创新和标准体系构建，提供产品适 配验证全周期技术咨询服务，打造技术创新 ...

Financial Performance - In 2024, the company achieved revenue of CNY 268.795 billion, a year-on-year increase of 15.91% [3] - Net profit attributable to shareholders was CNY 13.366 billion, up 22.03% from the previous year [3] - The gross profit margin for 2024 was 10.41%, down 1.17 percentage points from 11.58% in 2023 [3] - In Q1 2025, revenue reached CNY 61.788 billion, a 17.90% increase year-on-year [6] - Q1 2025 net profit was CNY 3.377 billion, a 31.25% increase compared to the same period last year [6] Operational Efficiency - Operating expense ratio for 2024 was 5.94%, down from 6.30% in 2023, indicating improved operational efficiency [3] - The company’s cash flow from operating activities in 2024 was CNY 27.117 billion, slightly down from the previous year [4] - Inventory turnover days decreased to 45.94 days in 2024, down 12.98 days year-on-year, reflecting better inventory management [5] Business Segments Consumer Electronics - The consumer electronics segment saw significant growth, with a focus on "scene ecology, AI empowerment, and global collaboration" [7] - The wearable device market is projected to reach 190 million units in 2024, with a focus on health monitoring features [8] - The company plans to reduce the carbon footprint of health monitoring products by 30% by 2025 [9] Communication - The communication segment's revenue for 2024 was CNY 18.359 billion, a 26.29% increase year-on-year [14] - The company is positioned to benefit from the growing demand for AI infrastructure, with expected GPU server penetration increasing from 7% in 2023 to 30% by 2028 [15] Automotive - Automotive sales reached CNY 13.7 billion in 2024, nearly a 50% increase from 2023 [20] - The automotive wiring harness segment accounted for 60% of automotive business revenue, with significant growth in high-voltage and high-speed harnesses [20] - The company is the only domestic firm capable of fully developing automotive connectors, with high-voltage connectors now in stable supply to major manufacturers [21] Strategic Outlook - The company aims to enhance its technology capabilities and expand its market presence in the automotive sector, particularly in smart driving and intelligent cockpit products [22] - Future capital expenditures are expected to focus on upgrading facilities in Vietnam and Indonesia, with a projected capacity contribution of nearly 30% from the Vietnam plant by 2025 [26] - The company plans to maintain a growth target of 20%-25% despite fluctuating tariff policies, indicating resilience in its operational strategy [30]

Summary of Conference Call Company and Industry Overview - The conference call involved a discussion about the company, which operates in the consumer electronics, automotive, and communication sectors. The company reported its 2024 annual report and Q1 2025 results, highlighting growth despite complex international conditions and geopolitical conflicts [1][2]. Key Financial Metrics - For 2024, the company achieved revenue of 268.795 billion CNY, a year-on-year increase of 15.91%. Net profit attributable to shareholders was 13.366 billion CNY, up 22.03% from the previous year [2][3]. - The gross margin for 2024 was 10.41%, a decrease of 1.17 percentage points, primarily due to losses from certain smart wearable products [2][3]. - In Q1 2025, revenue reached 61.788 billion CNY, a 17.9% increase year-on-year, with net profit of 3.377 billion CNY, up 31.25% [6][3]. - The company’s operating cash flow for 2024 was 27.117 billion CNY, slightly down from the previous year [3][4]. Business Segment Highlights Consumer Electronics - The consumer electronics segment experienced significant growth, focusing on AI integration and vertical integration from components to complete systems. The company aims to cover various smart home applications [6][7]. - Key product lines include networking products, wearables, smart terminals, and smart home devices, with a projected 40% increase in new projects for 2025 [8][9][10]. Automotive - The automotive segment reported a sales increase of nearly 50% in 2024, reaching 13.7 billion CNY. The growth is attributed to a well-established product matrix and strategic investments [20][21]. - Major product lines include automotive wiring harnesses, connectors, intelligent control systems, and power systems, with a focus on high-voltage and high-speed connectors [21][22][23][24]. Communication - The communication segment achieved revenue of 18.359 billion CNY in 2024, a 25% increase, driven by component business growth. The company is focusing on high-speed interconnect technology and AI infrastructure [16][19]. - The company is positioned as a leading provider in the data transmission market, with significant investments in optical and power management technologies [17][18]. Strategic Outlook - The company is optimistic about future growth opportunities in the face of geopolitical challenges, emphasizing the importance of a flexible supply chain and technological innovation [2][19]. - The focus will be on enhancing product lines, expanding market share, and maintaining a competitive edge through continuous R&D investment [20][24]. Additional Insights - The company is committed to sustainability, aiming to reduce energy consumption in production and increase the use of renewable materials [13]. - The management expressed confidence in achieving a compound annual growth rate of around 30% over the next few years, despite market challenges [27][30]. Conclusion - The company demonstrated resilience and adaptability in a challenging environment, with strong financial performance and a clear strategic direction for future growth across its key business segments [1][2][20].