证券代码：300793 证券简称：佳禾智能 佳禾智能科技股份有限公司投资者关系活动记录表 编号：2025007 | | □√ 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 | | 参与单位名称及人员姓 | 兴全基金 李杰、高腾国际 吕栋、国信证券 吴越、国信证券 王艺 | | | 熹、海富通基金 莫迁、海富通基金 陈聂长、海富通基金 刘子宁、 | | 名 | 华商基金 余丹妮、东吴证券 董含星 | | 时间 | 2025 年 11 月 20 日 | | 地点 | 佳禾智能科技股份有限公司 | | 上市公司接待人员 | 副总经理兼董事会秘书夏平先生、投关经理程维荣先生 | | | 一、参观展厅：由投关经理程维荣为投资者讲解了公司发展历程， 研发、生产布局、主要产品等情况。 二、交流座谈 | | 投资者关系活动主要内 | 1、今年以来，公司整体营收及毛利率水平出现下降，主要原因是 | | 容介绍 | 什么？ | | | 答：公司今年整体营收及净利润水平有所下降，主要 ...

Group 1 - The 138th Canton Fair's second phase commenced, attracting over 190,000 overseas buyers by 5 PM on the first day, showcasing over one million new products, highlighting a trend of "cross-border" innovation driven by traditional industries [1] - A stationery company with a 30-year history participated in the electronics consumer goods section for the first time, indicating a shift from traditional product categories to technology-driven displays [3][5] - Traditional manufacturers are exploring new fields, such as a small appliance producer showcasing a robotic arm that creates coffee, representing a move towards highly customizable "unmanned beverage stations" [9] Group 2 - Companies are leveraging AI technology to find precise application scenarios, leading to significant cost reductions of over 20% through self-developed software platforms [7][11] - The emergence of AI translation devices and customizable beverage robots at the fair reflects a broader trend of upgrading traditional industries by integrating new technologies into familiar domains [11]

Group 1 - The fourth Global Digital Trade Expo showcased various advanced technologies, including AI and robotics, highlighting China's innovation in these fields [2][3] - The Yiwu International Trade City has launched a large language model and upgraded AI service platform to assist merchants in customer acquisition and order processing [3] - The transformation of Yucun village into a zero-carbon tourism destination demonstrates the successful integration of ecological protection and rural development, attracting 1.22 million visitors last year [6] Group 2 - The presence of over 75,000 shops and more than 2.1 million products in Yiwu International Trade City illustrates the opportunities available for global traders [3] - The use of AI translation devices in Yiwu facilitates seamless communication between international buyers and Chinese merchants, enhancing the shopping experience [2][6] - The positive impact of digitalization in various sectors, including healthcare and trade services, was emphasized by scholars visiting from ASEAN countries [4]

央广网长沙8月30日消息（记者 黄珂岚 实习记者 罗煌阳）8月29日至31日，由湖南省商务厅、湖南省教育厅、长 沙市人民政府共同主办的2025湖南（长沙）跨境电商交易会（以下简称"跨交会"）在湖南国际会展中心举行。 本届跨交会以"优品出海·湘链全球"为主题，展览面积达2.2万平方米，汇聚1000多家优质采购商和500余家重点企 业，集中展现湖南跨境电商生态的持续升级与发展活力。 多元展区联动，构建立体式"湘品出海"图景 本次跨交会创新采用"5+1"展区布局，涵盖跨境电商主题特色展区、产业带展区、服务商及产业园展区、平台展 区、直播及培训展区五大线下展区，并同步开设"湘品出海"线上展区，实现线上线下深度融合。亚马逊、沃尔玛 全球电商、俄罗斯电商等20多家国内外知名跨境电商平台，以及医疗器械、汽车零配件、发制品、竹制品、陶 瓷、服装纺织、烟花爆竹等湖南特色产业带的代表企业集中亮相。 2025湖南（长沙）跨境电商交易会现场（央广网发 罗煌阳 摄） 跨交会产业带展区（央广网发 罗煌阳 摄） 国际合作层面，本届跨交会以泰国作为主宾国，现场设立专属展区，展示服饰、手工艺品、食品、养生保健等特 色产品。泰国驻华大使馆商务公 ...

Core Insights - Wuhan has experienced significant growth in the service outsourcing industry since being designated a "Service Outsourcing Demonstration City" in 2009, with an annual growth rate of 32%, leading to an execution amount of 56.83 billion yuan by 2024, nearly a 50% increase from the previous year [1] Group 1: Industry Growth and Development - The 14th China International Service Outsourcing Trade Expo was held in Wuhan, marking the city's third consecutive year hosting this event, attracting global buyers and service providers [2] - Wuhan has become one of the fastest-growing cities in China's service outsourcing sector, completing three national-level pilot tasks since 2009, which has enhanced its industry concentration [4] - The service outsourcing industry in Wuhan includes nearly 1,500 companies, with 19 companies having an execution amount exceeding 100 million USD and 9 companies with overseas business exceeding 50 million USD [3] Group 2: Technological Integration and Innovation - Digitalization and intelligence are reshaping the service outsourcing industry, with a notable increase in demand for high-end services driven by advancements in cloud computing and large models [7] - The geographical information service sector in Wuhan has seen over 50% growth in service outsourcing business last year, with over 300 companies forming a complete industrial chain [7] - Wuhan is actively fostering new service outsourcing models such as crowdsourcing and cloud outsourcing, promoting deep integration with traditional manufacturing sectors [7] Group 3: International Engagement and Market Expansion - In 2024, Wuhan's offshore service outsourcing business is projected to reach 12.75 billion yuan, a 17% year-on-year increase, with services extending to 82 countries and regions [8] - The Wuhan International Trade Digital Platform, launched last September, supports over 1,500 foreign trade enterprises by providing customized services across the entire trade lifecycle [9] - The number of exhibitors from Belt and Road Initiative countries at the expo has increased compared to previous years, indicating growing international interest in Wuhan as a service outsourcing hub [10]

Investment Rating - The report maintains a positive investment rating for the low-altitude economy and machinery equipment sectors [6]. Core Insights - The low-altitude economy is supported by various provincial policies aimed at infrastructure development and market cultivation, indicating a strong policy foundation for growth [3]. - The machinery equipment sector shows resilience, with leading domestic companies maintaining competitive advantages in both supply and demand, particularly in the excavator market, which saw a 17.4% year-on-year increase in sales from January to May 2025 [3][4]. Weekly Market Review - From June 8 to June 13, 2025, the Shanghai Composite Index fell by 0.25%, while the ShenZhen Component Index decreased by 0.60%. The machinery equipment sector underperformed, dropping by 1.17% [11]. - Among sub-sectors, general equipment, specialized equipment, and engineering machinery saw declines of -1.89%, -0.58%, and -1.52% respectively [11][14]. Key Sector Tracking Low-altitude Economy - Various provinces, including Sichuan and Hainan, are implementing policies to enhance low-altitude infrastructure and market development, which is expected to drive industry growth [3][4]. - Recommended companies in this sector include Deep City Transportation, Sujiao Science and Technology, and WanFeng AoWei [4]. Machinery Equipment - The excavator market reported sales of 18,202 units in May 2025, a year-on-year increase of 2.12%, with exports rising by 5.42% [3]. - The report suggests focusing on companies like Sany Heavy Industry and XCMG in the engineering machinery sector, and Giant Star Technology in the export chain segment [4].

Core Insights - The 11th China (Shanghai) International Technology Import and Export Fair (CIIE) opened on June 11, 2023, focusing on "Open Cooperation: Empowering New Quality Productivity and Sustainable Development" [1][3] Group 1: Event Overview - The fair features four specialized technology exhibition areas and two functional zones for technology trading services, covering a total exhibition area of 35,000 square meters [1] - The event has attracted nearly 1,000 enterprises and institutions from both domestic and international markets, showcasing new products and technologies [5] Group 2: Featured Innovations - A six-legged bionic robot developed by Lenovo, designed for emergency rescue, field exploration, and industrial inspection, was highlighted as a key exhibit [3] - Moon soil fiber products and vacuum drawing equipment developed by a team from Donghua University were showcased, with the fiber noted for its resistance to radiation, high temperatures, and acids, making it suitable for enhancing building materials [3] - Other notable innovations include an AI translation device supporting 85 languages and a humanoid robot capable of integrated feedback through expressions, language, and body movements [5] Group 3: Historical Context and Impact - Since its inception in 2013, the CIIE has played a significant role in diversifying technology import sources, supporting mature technology exports, and expanding international technology cooperation networks [5] - The fair has attracted over 9,500 enterprises from more than 30 countries and regions, with over 500 intended transaction projects in recent editions, highlighting its importance in technology trade and innovation [5]