证券代码：301135 证券简称：瑞德智能 编号：2025-010 广东瑞德智能科技股份有限公司投资者关系活动记录表 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 | | | □其他： | | | 太平洋通信、东北通信、国元证券、广发证券、中金财富、富 | | 参与单位名称 | 海东超基金、猎鹰基金、瑞士大苏黎世区经济促进署等 34 家 | | | 机构（具体详见附件：参会名单） | | 时间 2025 | 年 12 月 16 日-2025 年 12 月 17 日 | | 地点 | 线上会议 | | 上市公司接待人 | 董事、副总经理、董事会秘书：孙妮娟 | | 员姓名 | | | | 相关问题及公司回复情况： | | | 公司在机器人领域除了投资目前还有其他布局吗？ 1. | | | 回复：在机器人领域，公司主要以投资和产业合作进行布 | | | 局，具体如下： | | | （1）在投资方面，公司以自有资金投资深圳昱拓智能有 | | 投资者关系活动 | 限公司，该 ...

近百种观赏鱼亮 相荔湾，社区水 族嘉年华人气爆 棚_南方+_南方 plus "哇，这条小丑 鱼好可爱！""妈 妈，我要捞那条 小金鱼！"12月 13日至14日，荔 湾区白鹤洞街中 海花湾C区广场 变身热闹的"水 族乐园" 。 由广州市农业农 村局主办的"活 力广州 鱼悦万 家——广州观赏 鱼进万家·老广 味公益心"活动 在此精彩开启， 吸引了大批市民 全家出动，沉浸 式体验老广"养 鱼怡情"的乐 趣。 活动现场汇聚了 近百种观赏鱼， 三间鼠、魔鬼 刀、一眉道人、 斗鱼、泰狮金 鱼、台湾蝴蝶 鲤、金苔鼠、观 背青鳉、斑马 鱼、孔雀鱼、五 彩天使鱼、玻璃 猫、红箭鱼、米 奇鱼、丽丽鱼、 鳑鲏鱼、曼龙 鱼、接吻鱼、迷 你鹦鹉……品种 多到数不清，让 爱鱼人士一站式 逛个够。 除了漂亮的观赏 鱼之外，现场还 有观赏水草、智 能鱼缸、海洋桌 面缸等水族产品 展示，科技感与 自然美完美融 合，让养鱼的乐 趣不止于鱼缸之 内。 "我们是特地从 天河那边开车过 来的。"市民张 先生说，小孩子 很喜欢捞鱼，今 天在现场收获满 满，玩得很开 心。 带着孙子逛展的 王阿姨说："我 小时候就喜欢在 西关看人捞鱼， 现在孙子也喜欢 这 ...

Core Viewpoint - The event "Guangzhou Ornamental Fish into Thousands of Homes" successfully attracted nearly 200,000 citizens, showcasing the growing interest and accessibility of ornamental fish in urban life [4][20]. Industry Development - The ornamental fish market is rapidly evolving towards "miniaturization and comprehensiveness," with equipment becoming smaller and more convenient, allowing for placement in various living spaces [17][18]. - Companies are now able to offer complete and personalized breeding equipment, making it easier for consumers to maintain aquariums [19][20]. Market Performance - In the first three quarters of 2025, the primary production value of ornamental fish in Guangzhou reached 760 million yuan, marking a year-on-year increase of 34.5% [29]. - The total output value of the entire industry chain is expected to exceed 10 billion yuan this year [29]. Future Outlook - Guangzhou aims to leverage its position as a core city in the Guangdong-Hong Kong-Macao Greater Bay Area to enhance the competitiveness and influence of its ornamental fish industry [30][31]. - The "Guangzhou Ornamental Fish into Thousands of Homes" series of events will continue in various communities, promoting the industry further [34].

Core Viewpoint - The event "Guangzhou Ornamental Fish into Thousands of Homes" aims to promote the ornamental fish brand in the community and explore new retail pathways combining community and aquaculture [4][19]. Event Details - Date: December 7, 2025, from 9:30 AM to 5:00 PM [7][57] - Location: Panyu District, Qifu New Village, Phase 1 of the Colorful World Entertainment Plaza, B and C areas [8][55] - Theme: "Vibrant Guangzhou, Fish Delight for All" [9][58] Highlights of the Event - Ornamental Fish Exhibition Area: Featuring dozens of unique fish species such as Thai Lion Goldfish, Betta Fish, and Guppy Fish, allowing attendees to experience the colorful underwater world up close [11][12]. - Smart Fish Tank Launch: Local company Nitelai will showcase innovative fish-keeping technology, making home fish-keeping more convenient and aesthetically pleasing [14][15]. - Interactive Experiences: Activities include photo opportunities, quizzes, and social sharing, with chances to win live ornamental fish, feed, or commemorative items like the "Ornamental Fish Care Manual" [16][17]. - Family Zone: A space for parent-child activities, including a drawing area and educational displays, designed for families to learn and enjoy together [18]. Transportation Information - The event venue is easily accessible by both subway and car, with detailed transportation guides provided for attendees [21][22].

Group 1: Investment and Business Strategy - The company has invested in the Chuang Dongfang Houze Fund, focusing on hard technology fields aligned with its "1+3+N" strategy, including automotive electrification and intelligent sensors [1][2] - The fund has made significant investments in projects such as RISC-V CPU chip development and leading companies in RF front-end modules and lightweight automotive components, indicating a strong growth trajectory [2] - The company aims to expand its business scope and accelerate innovation through participation in the fund, enhancing strategic collaboration [2] Group 2: Product Development and Innovation - The company showcased its Smart Bed 2.0 system at the 2025 Tencent Global Digital Ecosystem Conference, featuring medical-grade sensing technology for health monitoring [2][3] - The company is actively developing products in the pet technology sector, including smart aquariums and pet feeders, capitalizing on the growing pet economy [3][4] - The automotive electronics segment has seen significant growth, with marketing revenue reaching CNY 92.93 million, a 151.34% increase year-on-year [4] Group 3: Financial Performance and Revenue Growth - The company reported a revenue of CNY 504.28 million from home appliance smart controllers, a 9.57% increase year-on-year [4] - New business segments, including medical health and robotics, contributed CNY 161.06 million in revenue, reflecting a 49.18% year-on-year growth [4] - As of August 31, 2025, the company repurchased 223,000 shares, representing 0.22% of its total share capital [6][8] Group 4: Market Expansion and Internationalization - The Vietnam production base has reached saturation and is undergoing capacity expansion to support international market growth [5][6] - The company is committed to enhancing its global market influence through strategic international partnerships and operational efficiency improvements [6][7] Group 5: Shareholder Communication and Market Performance - The company emphasizes the importance of shareholder returns and is focused on improving operational performance to enhance intrinsic value [7][8] - The stock price is influenced by various factors, including macroeconomic conditions and market sentiment, leading to volatility [7][8] - The company plans to maintain open communication with investors through regular reports and performance briefings [8]

Group 1: Company Performance and Growth - In 2024, the company achieved a revenue of 1,262.40 million yuan, representing an 18.06% year-on-year growth [1] - The growth is attributed to business structure optimization, focusing on strategic customers and core products [1] - Significant market share increases were noted in product lines such as fans, dehumidifiers, electric heaters, humidifiers, and mobile air conditioners [2] Group 2: New Business Ventures - The company made breakthroughs in new business areas, particularly in automotive electronics, successfully producing innovative smart controllers for balance bikes and skateboards [2] - Expansion into the smart home sector includes the production of smart aquariums and pet feeders, contributing to diversified business growth [2] - The establishment of the first overseas production base in Vietnam is set to enhance production capacity and efficiency [2] Group 3: Research and Development - The company is investing in AI technologies, focusing on areas like AI models, smart visual perception, and digital twins [2] - R&D expenses in 2024 reached 82.82 million yuan, marking a 9.01% increase [5] - The company aims to enhance product lines and meet growing market demands through continuous R&D investment [2] Group 4: Strategic Plans and Market Positioning - The company plans to implement five strategic pillars to optimize business structure and enhance operational efficiency by 2025 [3] - Mergers and acquisitions are considered essential for optimizing asset structure and extending the industry chain [3] - A cash dividend of 3.00 yuan per 10 shares was approved for distribution to shareholders, reflecting the company's commitment to shareholder returns [4] Group 5: Cost Management and Profitability - Management expenses increased by 33.04% to 112.67 million yuan due to organizational changes and talent acquisition [5] - Sales expenses rose by 7.65% to 29.79 million yuan, driven by participation in major exhibitions to enhance brand visibility [5] - The company is implementing cost reduction and efficiency improvement measures to enhance profitability [5]

Group 1: Business Performance and Growth - The company's revenue in the new business sectors reached 216.23 million yuan in 2024, marking a year-on-year growth of 63.03% [1] - In Q1 2025, the company's performance growth rate reached 37.22%, indicating a strong development momentum [5] - The traditional home appliance smart control sector's proportion has decreased, while the new sectors such as electric motors, automotive electronics, and smart energy are gradually increasing, becoming new engines for growth [6] Group 2: Strategic Initiatives - The company has established a 1+3+N industrial structure, focusing on smart control for home appliances while promoting rapid growth in new sectors [2] - The company is actively exploring diversified business layouts in medical health, pet technology, low-altitude flight, and smart home industries [1] - A strategic partnership with Shunde Vocational and Technical College has been formed to leverage academic resources for technological advancements in robotics [2] Group 3: Global Expansion - The company opened its first overseas production base in Vietnam in August 2024, marking the establishment of a three-pole production layout in the Pearl River Delta, Yangtze River Delta, and Southeast Asia [3][4] - The Vietnam base has received high praise from clients and has accelerated production capacity release, supporting the company's international strategy [4] Group 4: Response to Market Conditions - The company benefits from national subsidy policies that promote growth in the home appliance sector, which in turn boosts sales of smart control products [5] - To mitigate the impact of rising raw material costs, the company has enhanced cost management and implemented risk hedging mechanisms [6] - The company is committed to digital transformation and optimizing production processes to improve efficiency and reduce costs [6] Group 5: Future Outlook - The company aims to continue its strategic initiatives, focusing on innovation, digital empowerment, and global market expansion to enhance operational efficiency [6] - The goal is to create greater value for shareholders and provide long-term stable returns for investors [6]