Group 1: IP Development and Core Competitiveness - The company has established a rich and complete IP resource reserve, securing over 400 brand authorizations from more than 35 well-known automotive brands, including BMW, Mercedes-Benz, Audi, Ferrari, and Lamborghini [1] - In the gaming sector, the company holds multiple IP authorizations, including titles such as "Three Kingdoms Heroes," "Ragnarok," "Fights Break Sphere," "MapleStory," "Tomb Raider Notes," and "Celebration Year" [2] - The company plans to actively pursue new IP authorization negotiations based on market demand [2] Group 2: Q3 Business Highlights - In Q3 2025, the toy business continued to optimize product structure and channels, launching new products such as the Range Rover Sport SV remote control car, Ferrari Purosangue remote control car, and a 26-inch BMW MINI mountain bike [2] - The gaming business has a rich reserve of new products, including self-developed mobile games and mini-program games. "Ragnarok: Dawn" launched in July 2025, achieving top rankings on both iOS and Google Play in Taiwan, with the highest position being 2nd on iOS and 1st on Google Play for best-selling games [2] - "Tomb Raider Notes" completed the commercialization of the Huawei Harmony version and began full-platform public testing in July 2025, achieving 2nd place on the iOS free chart on the first day [2] Group 3: Information Disclosure Compliance - The company strictly adheres to the "Information Disclosure Management System" regulations, ensuring that information is disclosed truthfully, accurately, completely, timely, and fairly, with no significant undisclosed information leaks [2]

Group 1: Company Performance - The company achieved nearly 30% growth in both revenue and profit in the first half of the year [3] - The management aims to maintain sustainable growth in the second half of the year [3] - The company is actively seeking two main profit growth points: innovation in battery technology and market opportunities in emerging industries [3][4] Group 2: Investor Relations and Communication - The company participated in the "2025 Guangdong Investor Reception Day" via an online platform [2] - The management is committed to timely disclosures, with annual reports released at least one month ahead of the legal deadline [3] - The company has implemented measures for market value management, including share buybacks and stable cash dividends [6][7] Group 3: Strategic Development and Market Position - The company is open to mergers and acquisitions to strengthen its operational scale [5] - There is a focus on enhancing technical capabilities and talent reserves to keep pace with industry advancements [6] - The company is expanding its customer base in various sectors, including automotive electronics and AI [10] Group 4: Production and Capacity Utilization - The Qingyuan production base has maintained a high capacity utilization rate, while the Hubei base is still ramping up production [9] - The company is actively expanding production capacity to meet growing demand [9] Group 5: Future Outlook and Challenges - The company acknowledges the need for improvement in technology and talent compared to competitors [6] - There is a commitment to continuous improvement in performance and operational efficiency to enhance investor confidence [6][8]

Group 1: Company Overview - The main business of the company is chip design, and it does not involve military applications [2] - The company aims to become a leading industry player with sustainable and healthy development [3] Group 2: Market Performance and Challenges - The company's stock price is influenced by macroeconomic factors and market trends, and it is actively working to enhance its market value [2][3] - The company is aware of the competitive landscape, particularly with other chip stocks reaching new highs [2] Group 3: Technology and Product Development - The company has developed high-performance products, including the A733 chip, and is focused on continuous iteration based on customer needs [4] - The company has achieved mass production of 12nm chips and is advancing its process technology [5][6] Group 4: Collaborations and Industry Trends - The company is monitoring industry developments, including potential collaborations with major players like Huawei and Nvidia [3][4] - The company has developed multiple chip products based on the RISC-V architecture and has achieved large-scale production [6] Group 5: Future Directions - The company is exploring opportunities in the humanoid robot sector and has applications in products like robotic vacuum cleaners and quadruped robots [5] - The company plans to choose downstream target markets and product development based on operational needs [6]

证券代码： 301348 证券简称：蓝箭电子 | 感谢您的关注。 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 2、咱们公司是华为的核心供应商吗？ | | | | | | | | 尊敬的投资者您好，公司不是华为的核心供应商，感谢您的 | | | | | | | | 关注！ | | | | | | | | 3、请问贵公司从上市以来，股价一直下跌到现在 | 业绩也出 | | | | | | | 现较为严重的亏损，后期对投资者保护有什么保护措施！ | | | | | | | | 尊敬的投资者，您好。公司管理层对公司的长期发展潜力持 | | | | | | | | 有坚定信心，本着对全体股东负责的态度努力经营公司，稳步提 | | | | | | | | 升公司业绩；公司将继续提升管理水平和经营业绩，深度梳理企 | | | | | | | | 业核心投资价值塑造，通过稳定分红等途径维护公司价值，为投 | | | | | | | | 资者提供长期回报。感谢您对公司的关注。 | | | | | | | | 附件清单（如有） | 无 | | | | | ...

Group 1: Financial Performance - The company achieved a net profit of 5,755 million yuan in the first half of 2025, indicating a stable overall performance [2] - The third quarter performance report for 2025 will be disclosed in accordance with regulatory requirements [3] Group 2: Future Development and Projects - The company aims to deepen military-civilian industrial collaboration, focusing on microwave communication, radar, and electronic countermeasure technologies for civilian applications [3] - The Nanjing Shenghengda Innovation Park and the new generation smart communication equipment project are progressing steadily, with financial data to be disclosed as per legal obligations [3] Group 3: Share Buyback and Market Position - The company approved a share buyback plan on January 3, 2025, with a twelve-month implementation period based on market conditions [4] - The company's market value has lagged behind competitors, influenced by various factors, while order and delivery situations remain stable [4] Group 4: Land Acquisition and Project Planning - The company successfully acquired the land use rights for TD2024(SS)WP0053 at a cost of 1.01 billion yuan, with project planning and design work actively underway [4]

Group 1: Business Development and Focus Areas - The company primarily focuses on high-reliability electronic components and microcircuit modules, with additional emphasis on deep-sea oil and gas equipment, having joined the Deep Water Oil and Gas Equipment Industry Alliance [2] - The company has established business relationships in the optical communication sector, supplying products like single-layer ceramic capacitors and ceramic film circuits [3] - The company’s civilian tantalum capacitors are increasingly being supplied to domestic servers, indicating a growing market presence [3] Group 2: Market Demand and Financial Performance - High-reliability business revenue constitutes over 85% of the company's total revenue, with anticipated growth due to increased hardware investments driven by AI [3] - The company has not disclosed any plans for stock buybacks at this time, but will adhere to disclosure obligations if such plans arise [4] - The company is cautious about revenue projections for 2025, advising stakeholders to await the annual report for detailed performance insights [4] Group 3: Operational Insights and Challenges - The company acknowledges a high level of accounts receivable, attributing it to the lengthy supply chain and strict delivery acceptance processes in the high-reliability sector [5] - The company is currently operating with excess capacity due to the unique nature of its industry, which involves small-batch, multi-batch orders [5] - There are no current plans for expanding production capacity until there is a significant increase in order volume [5] Group 4: Product Offerings and Collaborations - The company does not currently offer chip design services or AI-related products, nor does it have a partnership with Yushu Technology [5] - The company has not engaged in PCB manufacturing and does not have CPO products available [6][7] - The company has established connections with several leading enterprises in the optical communication field, enhancing its market position [6]

Group 1: Market Demand and Product Applications - The company focuses on the research, production, and sales of printed circuit boards (PCBs), including rigid multilayer PCBs (MPC), high-layer count boards (HLC), high-density interconnect boards (HDI), flexible circuit boards (FPC), flexible circuit board assemblies (FPCA), and rigid-flex boards (R-F) [1] - Emerging technologies such as artificial intelligence, next-generation networking, and automotive electronics are driving demand in related downstream application fields, prompting the company to accelerate capacity ramp-up of its Zhuhai project and optimize product structure [1] - The company’s PCB products can be applied in data center-related areas, including servers, storage devices, optical modules, and GPU accelerator cards [2] Group 2: Investment and Production Scale - The investment scale for the Thailand smart factory project (Phase I) is approximately 550 million yuan, with construction actively progressing [2] - The company is currently a secondary supplier to Huawei, primarily involved in mobile phones, tablets, and consumer electronics, but does not provide PCB substrates for Huawei's AI chips [2] Group 3: Stock Performance and Market Management - The company's stock price is currently at a lower level compared to peers, influenced by multiple factors, and the company encourages investors to view short-term market fluctuations rationally [2] - The company aims to strengthen communication with investors and enhance compliance information disclosure to share development achievements [2]

Group 1: Company Overview - The company is named Shenglan Technology Co., Ltd. with stock code 300843 and bond code 123258 [1] - The main products include consumer electronic connectors, new energy vehicle connectors, data communication connectors, and optical lenses [3][4] Group 2: Investor Relations Activity - The investor relations activity took place on September 19, 2025, from 15:30 to 17:00 via the Panoramic Network platform [2] - The event was attended by the company's chairman, financial director, and board secretary [2] Group 3: Production and Capacity - The company is currently constructing new production capacity, expected to be operational in the first half of next year [2] - The current production capacity utilization rate is reported to be sufficient to meet existing orders [3] Group 4: Market and Technology Development - The company is focusing on expanding market share in the liquid cooling technology sector and has made progress in micro-channel technology [4] - The company has received certifications from major clients such as AMD, Inspur, and Lenovo, indicating a shift towards domestic alternatives [3] Group 5: Financial Performance and Future Outlook - The company aims to enhance its core competitiveness through technology upgrades and market demand orientation, which will support long-term value creation for shareholders and creditors [3] - The company is committed to maintaining stable operations and leveraging convertible bond projects to drive performance growth [3]

| | 尊敬的投资者您好，我们经营管理层将会审慎考虑您的建 | | --- | --- | | | 议，感谢您对公司的关注。 | | | 4、未来 AI 眼镜有可能代替手机，我们惠威可以开展 AI 眼 | | | 镜吗 | | | 尊敬的投资者您好，公司当前还将继续深耕电子音响生产的 | | | 主营业务，新业务的开展需要审慎、综合地考虑，感谢您对公司 | | | 的关注。 | | | 5、惠威和腾讯云有合作开发硬件吗 | | | 尊敬的投资者您好，公司没有和腾讯云合作开发硬件，感谢 | | | 您对公司的关注。 | | | 6、你好，总经理，惠威科技如何提升市值？ | | | 尊敬的投资者您好，市值管理与公司经营情况有脱不开的关 | | | 系，近年来音响行业的竞争逐渐加剧，公司持续夯实业务基础， | | | 业绩有了很大的提升。公司今后将会继续聚焦主营业务，合理利 | | | 用并购手段，综合提升公司市值，感谢您对公司的关注。 | | 附件清单（如有） | | | 日期 | 2025-09-19 17:08:09 | 广东惠威电声科技股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 ...

Group 1: Company Overview and Business Segments - The company focuses on three main business areas: smart cities and cloud platforms, smart healthcare and big health, and green dual carbon and digital energy [1][2] - It provides full lifecycle information solutions, from top-level design to platform operation in the smart city sector [2] Group 2: Product Development and Innovation - The intelligent inspection robot for buildings, developed and accepted in 2019, is designed to replace manual inspections and manage facilities, but has not yet been put into production [3] - The company is leveraging artificial intelligence in smart city operations and healthcare, with projects like the AI medical assistant "Xingzai" to enhance data utilization and decision-making [3][4] Group 3: Financial Performance and Client Relationships - The signing amount for smart healthcare projects has remained stable over the past three years, indicating strong client retention and satisfaction [4] - The company continuously optimizes its products and services to deepen relationships with core clients in the healthcare sector [4] Group 4: Future Plans and Collaborations - Currently, there are no specific plans to develop new robots or large models in the fields of smart healthcare and elderly services [5] - There is no ongoing project collaboration with Huawei in AI healthcare, although potential future cooperation is acknowledged [6]