证券代码：002161 证券简称：远望谷 深圳市远望谷信息技术股份有限公司 投资者关系活动记录表 1 编号：2025-007 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 □一对一沟通 □其他 参与单位名称及 人员姓名 1、国泰海通：曾韵蓓、谭雨瑄、刘环环、赵瑞丰、吴俊柯、汪永涛、吕玉静、 陶慧敏、李晓东、黎正阳 2、 锡华实业投资集团有限公司：宋海 3、星空科技：何巨飞、徐锦江、张皓衍 4、火神投资：黄天鼎 5、深圳瑞皖科技：熊洪图 6、合心基金：周沛盛 7、深圳洞族设计：董小英 8、融煜创投：黄明 9、深圳证金投资：李强 10、殷实基金：安佟亮 11、艺灵文化：刘怡伶 12、华晟集团：庄小科 13、创汇投资：徐军 14、三华富科技：廖志威 15、统一宇宙：韩晓 16、诺信达：钟建波 17、深圳瑞皖科技：刘宏慧、汪细花 18、逆为投资：张娟 19、延信基金：吴镇广 20、国盛资管：唐钰涵 | 20、特建发：张鸿婷 | | | --- | --- | | 21、华峰资本：甘和平 | | | | 22、个人投资者：段建国、余少平、陈岚、朱小平 ...

Core Insights - The laundry industry in Hangzhou is leveraging digitalization and green innovation to address consumer concerns about laundry processes [1] Group 1: Digitalization in the Laundry Industry - Several companies in Hangzhou are integrating digital technologies into laundry processes, creating a modern and reliable laundry system [1] - The use of RFID chips in laundry items allows for tracking throughout the washing and usage process, significantly improving efficiency and reducing errors [2] - Companies report an average reduction of 50% in labor costs associated with laundry management after implementing RFID technology [2] - A combination of barcode and RFID technology, along with proprietary management software, enables precise control over the entire laundry process from collection to delivery [2] Group 2: Green Innovation and Consumer Confidence - Zhejiang Huijiachen Medical Technology Service Co. has adopted an integrated intelligent washing solution to enhance efficiency and reduce costs [3] - Smart washing equipment focuses on core technological innovations that improve cleanliness while promoting water resource recycling and energy reduction [3] - Digital monitoring systems across the washing process help mitigate hygiene risks, thereby alleviating consumer concerns about laundry [3] - The president of the Hangzhou Laundry Industry Association emphasizes the necessity for the industry to pursue standardized and intelligent dual-track transformation to enhance competitiveness [3]

Industry Overview - The communication chip industry in China is defined as integrated circuits specifically designed for data transmission and communication protocols, playing a crucial role in various electronic devices [1][2] - Communication chips are categorized into several types, including Wi-Fi, Bluetooth, Zigbee, cellular communication, RFID, Ethernet, and GPS chips, widely used in smartphones, smart home devices, industrial automation, and medical equipment [2][3] Industry Chain Analysis - The upstream of the communication chip industry consists of raw material and equipment suppliers, while the midstream includes manufacturers who design, produce, and test chips, and the downstream involves terminal device manufacturers integrating these chips into various applications [5][7] Industry Development History - The Chinese communication chip industry has evolved over 40 years, transitioning from technology gaps to self-sufficiency, with significant advancements from 2G to 5G technologies, and is now making strides towards 6G [8][11] Policy Background - Current policies in China focus on key areas such as 5G/6G and satellite communication, promoting breakthroughs in critical technologies through various support measures [12][13] Current Industry Status - The global communication chip industry is at a critical stage with ongoing 5G advancements and steady progress in 6G research, characterized by a competitive landscape where international giants hold significant advantages, while local companies like HiSilicon and Unisoc are making notable progress [16][17] Competitive Landscape - The Chinese communication chip industry can be divided into three tiers based on technical strength and market influence, with leading companies like HiSilicon and Unisoc at the forefront, followed by mid-tier firms like Zhaoxin and Espressif, and smaller innovative companies focusing on niche markets [21][23] Future Development Trends - The industry is expected to see trends such as leading in 6G technology, deepening domestic substitution, and cross-industry integration, with a focus on high-quality development and support for digital economy growth [24][28]

Core Viewpoint - The IoT industry is experiencing significant growth driven by policy support and technological advancements, with the company aiming to leverage AI and IoT integration to expand its market presence and product offerings [2][3][8]. Financial Performance - The company reported total revenue of 545.68 million yuan, a decrease of 9.25% year-on-year, and a net profit attributable to shareholders of 27.85 million yuan, down 0.95% from the previous year [2]. - In the first quarter of 2025, the company’s main revenue was 91.39 million yuan, a year-on-year decline of 16.24%, with a net profit of -24.23 million yuan, a decrease of 127.98% [11]. Growth Drivers - The company aims to become a world-class IoT solution provider centered on RFID technology, focusing on three main sectors: railway, smart culture, and apparel retail [3][9]. - Key growth factors include core technology advantages, a complete RFID product chain, and strong market opportunities supported by government policies [4][5][6]. Market Opportunities - The global IoT market is projected to exceed 4.55 trillion yuan by 2025, driven by policy support, technological upgrades, and expanding demand [8]. - The company is positioned to capitalize on the growing application of IoT technologies across various sectors, including logistics, retail, and smart manufacturing [6][8]. Strategic Focus - The company plans to enhance its core business profitability through targeted strategies in its three main sectors, including technological innovation, market expansion, and product development [9][10]. - Specific initiatives include integrating AI with RFID for smart solutions in the railway sector, expanding market share in the smart culture sector, and deepening collaboration in the apparel retail sector [9][10].

Group 1: Industry Overview - The IoT industry is experiencing significant growth driven by policy support and technological advancements, particularly in AI and IoT integration [2][3] - The Chinese IoT market is expected to exceed 4.55 trillion yuan by 2025, indicating a broad market outlook [9] Group 2: Financial Performance - Total revenue for the reporting period was 54,568.05 million yuan, a decrease of 9.25% compared to the previous year [3][14] - Net profit attributable to shareholders was 2,784.78 million yuan, down 0.95% year-on-year, while the non-recurring net profit dropped significantly to -128.496 million yuan [10][14] Group 3: Growth Drivers - Core technology advantage with over 30 years of experience in the RFID industry, resulting in numerous patents and proprietary technologies [5] - Comprehensive RFID product chain with over 100 self-developed products, including chips, tags, and readers, supported by advanced production capabilities [6] - Strong market opportunities and government support for RFID technology, enhancing the development environment [7][8] Group 4: Strategic Focus Areas - The company aims to become a world-class IoT solution provider centered on RFID technology, focusing on sectors like railways, smart culture, and apparel retail [4][11][12][13] - Plans to enhance core business profitability through innovation and market expansion strategies in key sectors [11][12][13] Group 5: Challenges and Responses - Revenue decline attributed to project acceptance cycles and delayed sales orders in RFID solutions [14] - The company will adopt a combined internal and external growth strategy to address these challenges and enhance revenue levels [14]