证券代码：300916 证券简称：朗特智能 编号：2025—011 | 投资者关系活动类别 | 特定对象调研 □媒体采访 | | □分析师会议 | | | --- | --- | --- | --- | --- | | | □业绩说明会 □路演活动 | | □新闻发布会 | | | | 现场参观 | | □其他 | | | | 红思客资产 | 赵吉星 | 佰世慈航 | 姚辉 | | 参与单位名称及人员 | 五矿证券 张东晓 | 徐锦福 | 幸福階乘基金 | | | 姓名 | 弘基投资 | 李冬军 | 光大银行 | 沈莉 | | | 华润金控 韦少颜 | 郭常林 | 宁波银行 | | | 时间 | 2025年12月08日 15:00-16:00 | | | | | 地点 | 公司会议室 | | | | | 上市公司接待人员姓名 | 董事兼董事会秘书 兰美华 | | | | | | 一、公司基本情况介绍 | | | | | | 公司董事会秘书兰美华女士向投资者介绍了公司的 | | | | | | 发展历程、生产经营情况及产品情况。 | | | | | | 二、问答环节 | | | | | 投资者关系活动主要内 ...

Group 1: Company Strategy and Market Position - The company is focusing on the development of smart controllers for robotic applications and is exploring potential mergers and acquisitions to expand its market presence [2] - The company holds a positive outlook on the growth potential of the energy storage market, particularly in regions with unstable power supply like Kenya, Nigeria, and Tanzania [2] - The company plans to leverage its expertise in atomization controller technology to expand into new markets such as atomization medical and beauty applications [3] Group 2: Financial Performance and Projections - The revenue from the consumer electronics business accounts for 44% of total revenue in 2024, with significant contributions from the atomization controller platform [3] - The gross margin for the consumer electronics business is reported at 12.26%, with plans to enhance profitability through technology upgrades and customer optimization [3] - The company aims to expand its ODM business and strengthen strategic partnerships with key clients over the next two years, targeting both domestic and international market growth [3] Group 3: Operational Insights - The company's direct exports to the U.S. account for approximately 4%, indicating limited impact from changes in U.S.-China tariff policies [3] - The new factory in Thailand is set to begin production in June, focusing on PCBA products and finished goods such as sensing trash cans and electric tools [3]