Group 1 - Xiaomi's first mid-to-large SUV, YU7, features a large smart dimming canopy, highlighting the application of advanced optical materials in automotive design [1] - The core technology supplier for this feature is Guangyi Technology, which provides next-generation electrochromic (EC) smart glass with a shading rate of 99.85% and blocks 99.9% of UV and infrared rays [1] - Guangyi Technology, founded in 2017, is the only company globally capable of mass-producing EC smart glass, with its products already used in over 20 mass-produced vehicle models from brands like NIO, Zeekr, Audi, BYD, and Avita [1] Group 2 - Beyond automotive applications, Guangyi is expanding into building facades and consumer electronics, with its architectural products implemented in multiple green low-carbon demonstration projects in Shanghai and Zhejiang [2] - The company has established a complete technological closed loop from automotive-grade technology to mass production and system integration, positioning itself as a representative enterprise in China for breakthroughs in this field [2] - The industry anticipates that smart dimming glass will expand from automotive applications to aerospace, architecture, and consumer electronics over the next five years, driven by user experience and the demand for differentiated smart cockpits from automakers [2]

Core Insights - Xiaomi's first mid-to-large SUV, YU7, was officially launched, featuring a large smart dimming canopy that has attracted significant attention [1] - Shenzhen Guangyi Technology Co., Ltd. is the core technology supplier for the new generation electrochromic (EC) smart glass used in the YU7, highlighting the growing importance of smart optical materials in automotive interiors [1] Company Overview - Guangyi Technology is the world's first company to achieve mass production of large-area flexible curved EC products, transitioning electrochromic technology from concept to large-scale application [1] - The company utilizes self-developed flexible PET substrates and roll-to-roll (R2R) processes, filling a gap in the industry regarding lightweight and flexible solutions [1] - Guangyi Technology is currently the only company globally capable of mass-producing such products, with its EC smart glass already applied in over 20 mass-produced vehicle models [1] Production Capacity - The manufacturing center in Suzhou has surpassed a monthly delivery capacity of 10,000 sets on a single production line, ensuring large-scale delivery for automotive applications [1] Product Features - The new generation black electrochromic product used in the Xiaomi YU7Max offers a wider dimming range, deeper dark state performance, and better energy efficiency, while maintaining manufacturing stability [2] - The maturity and automation of the roll-to-roll process provide systematic advantages in cost control, yield stability, and delivery capabilities [2] Market Expansion - Beyond automotive applications, Guangyi Technology is expanding into building facades and consumer electronics, with its building products already implemented in several green low-carbon demonstration projects in Shanghai and Zhejiang [2] - The flexibility of the material platform enables the company to penetrate multiple terminals and cross-scenario applications [2]

Core Viewpoint - Xiaomi's first mid-to-large SUV, the YU7, has been officially launched, featuring a large smart dimming canopy that highlights the growing importance of smart optical materials in automotive interiors [1] Industry Trends - Smart dimming technology is becoming a mainstream feature among major automotive manufacturers, marking the transition of vehicle interiors into a "third living space" where user demands for light environment, privacy, and energy management are increasing [5] - Traditional solutions like sunshades and films are inadequate in terms of dynamic adaptability, aesthetic integration, and durability, leading to a preference for electrochromic smart glass due to its controllable adjustment, transparency, and energy-saving properties [5][7] Company Insights - Guangyi Technology, established in 2017, is the only company globally capable of mass-producing large-area flexible electrochromic products, filling a gap in lightweight and flexible solutions in the industry [6] - The company has a monthly delivery capacity exceeding 10,000 sets from its Suzhou manufacturing center, ensuring large-scale delivery for automotive applications [6] - Guangyi's electrochromic glass has been adopted in over 20 mass-produced vehicle models, including brands like NIO, Zeekr, Audi, and BYD, and is expanding its collaborations with more automakers [6] Product Features - The smart dimming canopy in the Xiaomi YU7 Max, utilizing Guangyi's latest electrochromic materials, can switch between high transparency and deep dark states, achieving a shading rate of 99.85% and blocking 99.9% of UV and infrared rays [5] - The new generation of black electrochromic products offers a wider dimming range, deeper dark state performance, and better energy efficiency while maintaining manufacturing stability [6] Future Outlook - The electrochromic technology is expected to see comprehensive expansion across automotive, aerospace, architecture, and consumer electronics sectors within the next five years, driven by user experience and the demand for differentiated smart cockpit features [7] - Guangyi Technology is positioned as a key player in driving value reconstruction, standard setting, and engineering processes within the industry [7]

证券代码：000507 证券简称：珠海港 珠海港股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观、座谈交流 | | | □其他 （请文字说明其他活动内容） | | 活动参与人员 | 线上参与公司 2024 年度网上业绩说明会的投资者 | | 时间 | 2025 年 4 月 28 日（星期一）下午 15:00-16:30 | | 地点 | 珠海港股份有限公司 2010 会议室 | | 形式 | 采用网络远程方式 | | 上市公司接待人 | 董事、总裁冯鑫先生，独立董事陈鼎瑜先生，董事、副总裁、 | | 员姓名 | 董事局秘书薛楠女士，财务总监陈虹女士及相关工作人员 | | 交流内容及具体 | 1、国家大力支持发展人工智能领域，请问贵公司后续是 | | 问答记录 | 否考虑涉及该领域，响应国家号召？ | | | 答：您好，公司坚持数智绿色战略，未来公司将持续关注 | | | 人工智能在公司主业港航物流及新能源行业的应用， ...