转自：北京日报客户端 "谢谢热心的邻居，负责的物业和社区，还有燃气公司师傅们，咱社区这安全真有保障！"近日，家住朝 阳区管庄新天地北社区的陈女士家中燃气报警器持续鸣响，邻居发现后及时上报情况，社区、物业经过 应急处理，发现导致报警器发生故障的原因，竟是房屋长期无人居住通风不畅所致。 社区和物业工作人员进入陈女士家中后，并没有闻到刺鼻的味道，于是他们判断可能是燃气报警器发生 了故障。工作人员按照陈女士说的位置，关闭了天然气阀门。不一会儿，专业维修人员也带着设备赶 来，经过检查发现，是因为房屋长期无人居住，门窗紧闭，室内空气不流通；再加上最近气温升高，导 致报警器发生故障。工作人员对现场做了安全处理，确认无其他隐患后，切断了报警器电源。 "虽然这次是个乌龙，但您今后长期不在家时，应当将燃气阀门关闭，避免真的发生泄漏，带来安全隐 患。"新天地北社区经过检查后，向陈女士通报了相关情况，并表示等陈女士回来后，可以帮忙更换报 警器。陈女士也向邻居张大姐、社区和物业工作人员致以谢意。 来源：北 京日报客户端 6月26日上午，张大姐下楼时，突然听到邻居陈女士家中有尖锐且急促的声音一直在响。"她们家里一直 有声音，听着像是燃气 ...

Group 1: Business Performance and Financials - The company's net cash flow from investment activities decreased by 138.05% in 2024 compared to the previous year, primarily due to receiving a large equity transfer payment in the prior period [3] - In Q1 2025, the company's operating revenue increased by 1.54% year-on-year, with net profit growing by 16.91% and non-recurring net profit surging by 66.22% [6] - The company's operating cash flow in 2024 decreased by 11.19%, while in Q1 2025, it increased by 86.21% year-on-year [12][24] Group 2: Market Strategy and Product Development - The company is focusing on the sensor and smart instrument sectors, emphasizing the importance of the robotics industry as a key application area for sensors [2][3] - The company has established a research institute for embodied intelligence to enhance its product offerings in the robotics sector [3] - The new regulations for electric vehicle batteries are expected to positively impact the company's business by increasing demand for its monitoring products [4] Group 3: Partnerships and Collaborations - The company has engaged with nearly 30 robotics manufacturers for potential collaborations on electronic skin products [12] - The company is actively exploring partnerships in the elderly care robotics sector, aligning with recent government policies [22] - The company is involved in the "Horizon Europe" project, indicating its commitment to international collaboration [12] Group 4: Challenges and Future Outlook - The company faces challenges due to increased market competition and rising R&D costs, which have impacted its financial performance [15][20] - Despite the challenges, the company remains optimistic about the growth potential in the sensor and IoT sectors, driven by digitalization trends [20] - The company plans to continue its strategy of "internal growth + external mergers and acquisitions" to strengthen its market position [2][3]

股票代码：300349 股票简称：金卡智能 金卡智能集团股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 线上参与金卡智能 2024 年度暨 2025 年第一季度网上业 绩说明会的投资者 时间 2025 年 04 月 28 日（星期一）下午 15:00-16:30 地点 "金卡智能"微信小程序 上市公司接待人员 姓名 董事长兼总裁：杨斌先生 独立董事：李建勋先生 董事、副总裁、董事会秘书兼财务总监：李玲玲女士 投资者关系活动主 要内容介绍 1、问：目前行业竞争日益激烈，金卡智能在智能燃气、水 务等领域面临诸多竞争对手，请问公司认为自身相对于竞争对 手的核心竞争优势是什么？ 答：尊敬的投资者，您好！公司深耕物联网领域二十余年， 坚持创新驱动发展，在行业构建了显著竞争优势。凭借技术研 发、渠道优势、供应链整合及综合解决方案能力，核心业务数字 燃气长期保持行业领先地位。2008 年，公司与广州燃气、新奥 燃气合作，成功推出全球首台 ...

Group 1: Company Overview and Strategy - Hanwei Technology has established a comprehensive industrial ecosystem and strategic business layout, focusing on sensor technology and applications [3] - The company operates a full industry chain model, from sensor materials to downstream applications, distinguishing itself from competitors [3][6] - Hanwei's subsidiary, Suzhou Nengda, has become a leading company in flexible tactile sensors, addressing reliability and consistency issues [3][6] Group 2: Sensor Technology and Applications - Hanwei Technology has developed five types of sensors for embodied intelligence: olfactory, visual, IMU, force, and flexible tactile sensors, serving various applications [5] - The company has made significant advancements in flexible sensors, including a flexible sensor with 25 touch points and a lifespan of 3 million cycles [7] - The flexible sensors are engineered for high sensitivity, biocompatibility, and low-cost mass production [4][7] Group 3: Research and Development - Hanwei Technology invests heavily in R&D, with R&D expenses exceeding 9% of revenue in 2024, and operates multiple national and provincial research platforms [6] - The company has accumulated 78 invention patents related to flexible sensors, showcasing its commitment to innovation [3][6] Group 4: Market Trends and Future Directions - There is a growing demand for force and tactile sensing in industrial applications, particularly in robotic arms equipped with multi-dimensional force sensing technology [10] - Hanwei is exploring new directions in consumer electronics, medical care, and new energy human-machine interaction, with significant growth in the medical and wellness sectors [10][11] - The company plans to expand its flexible sensor production lines while maintaining cost control and technological capabilities [11] Group 5: Financial and Investment Insights - Hanwei Technology is considering a simplified program for a 300 million capital increase, primarily as a preparatory step for potential acquisitions in the sensor industry [10] - The company anticipates optimistic sales growth for its laser gas alarm products and expects improved performance in its IoT business due to favorable economic conditions [11]