Group 1: Company Overview - Hanshuo Technology focuses on IoT wireless communication technology, primarily serving the retail industry's digital transformation [6] - The company has developed a high-density, low-power cellular wireless communication protocol, enhancing applications in smart retail, smart office, and intelligent manufacturing [6] Group 2: Financial Performance - In 2024, the company achieved a revenue of 18.84 billion yuan, a year-on-year increase of 44.86% [6] - The net profit attributable to shareholders was 7.10 billion yuan, up 4.81% year-on-year [6] - For Q1 2025, revenue reached 9.81 billion yuan, a growth of 0.74% [6] - The net profit after deducting non-recurring gains was 1.65 billion yuan, increasing by 7.14% [6] - Operating cash flow net amount was 938.3 million yuan, a significant rise of 590.64% [6] Group 3: Market Position and Strategy - Over 90% of the company's business is export-oriented, with major markets in Europe, the USA, Japan, and Australia [6] - The company maintains a gross margin above 30% for 2023, 2024, and Q1 2025, although quarterly fluctuations occur due to exchange rate volatility [7] - The global electronic price tag market is projected to reach approximately 35 billion yuan by 2028, with an annual growth rate exceeding 10% [9] Group 4: Product Development and Innovation - The company is focused on enhancing store operational efficiency and improving consumer shopping experiences through various solutions, including smart shopping carts and AI applications [12][14] - Future product upgrades are expected to follow a 2-3 year cycle, focusing on improvements in color, size, thickness, and power consumption [13] - The company is exploring new digital energy solutions, responding to the demand for ESG and green energy from large retail clients [16] Group 5: Market Expansion and Customer Base - The company holds a 60% market share in China, with plans to expand its presence in regions like Singapore, Malaysia, and Poland [15] - The SaaS services are primarily targeted at large overseas clients, with service fees based on store size and commercial negotiations [16]
汉朔科技(301275) - 2025年4月25日投资者关系活动记录表