Group 1: Investor Relations Activities - The report documents various investor relations activities, including analyst meetings and performance briefings, with participation from multiple investment firms and individuals [1][2][3]. Group 2: Overview of Intelligent Industry - The rapid development of intelligent technology is highlighted, with advancements in AI models leading to the emergence of multimodal products [3]. - The transition from cloud-based AI to edge intelligence is emphasized, showcasing the benefits of low latency and data security [4]. Group 3: Recent Progress in Edge Intelligence - The company aims to be a leader in edge intelligence, robotics, and AI-defined automotive solutions, with significant partnerships and product launches planned for 2024 and 2025 [5]. - Key products introduced include the Drip OS 1.0 Evo and TurboX AI glasses, showcasing advancements in smart automotive technology [5]. Group 4: AI and Operating Systems - The company is transitioning from smart operating systems to AI-native operating systems, integrating various technologies such as IoT, AI, and edge computing [6]. - The Drip OS serves as a core system for automotive intelligence, facilitating seamless integration of cockpit and driving functions [7][8]. Group 5: Global Market Expansion - The company has established R&D centers in 16 countries, indicating a strong commitment to expanding its global footprint in the smart automotive sector [8]. - Strategic partnerships with major automotive manufacturers are being developed to enhance the company's presence in the international market [8]. Group 6: AI Applications in Automotive - The integration of large AI models into automotive systems is transforming operational logic, moving towards a voice-command-based interaction model [9]. - The Drip OS leverages multi-agent technology to enhance various automotive scenarios, including intelligent driving assistance and personalized services [9]. Group 7: Product Development and Innovation - The company is actively developing a range of edge AI products, including AI glasses and robots, with significant improvements in performance metrics such as boot speed and response time [9]. - The focus on a turnkey platform allows for rapid deployment of diverse IoT solutions tailored to client needs [9]. Group 8: Collaboration with Chip Manufacturers - The company is deepening collaborations with leading chip manufacturers to enhance the integration of operating systems with hardware capabilities [10]. - Partnerships in the automotive sector are being strengthened to provide foundational technology for intelligent driving and cockpit systems [10].

证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2025-004 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 □其他 （电话会议） 参与单位名称及 人员姓名 东方财富 王震*、东方财富 陈*、国盛证券 程*、国盛证券 潘 *、大工律所 詹武*、山西证券 田*、招商银行 童济*、银河证 券 郭子*、中钰资本 秦*、杜*、刘*、陈素*、王*、余*、盛祥 *、李天*、张云*、张霄*、朱德*、金广*、文*、吴书* 时间 2025 年 5 月 30 日 地点 公司会议室、展厅 上市公司接待人 员姓名 董事会秘书李坤先生、证券事务代表刘文惠女士 投资者关系活动 主要内容介绍 投资者参观了公司展厅以及部分生产线，接下来公司与投 资者就相关问题进行了沟通，整理如下： 问 1：请问生长激素的作用机理是什么？ 答：生长激素是一种脑垂体前叶分泌的肽类激素，对人体 生长发育、代谢调节等具有重要作用。其为昼夜脉冲式分泌， 尤其在夜间分泌，黄金时段是夜间深睡眠期。公司人生长激素 是通过基因重组大肠杆菌分泌 ...

Business Overview - The company has three main business segments, with the LED smart display segment accounting for over 85% of revenue [2] - The cultural tourism night tour segment previously contributed nearly 30% to revenue but has decreased to less than 10% since 2018 due to policy adjustments [2] - The virtual reality segment, established after acquiring NP in 2017, has maintained a leading position in optical motion capture technology [2] Revenue Distribution - As of 2024, overseas display business accounts for 45.64% of the LED smart display segment, aligning with the company's goal of balanced domestic and international development [2] - The Asia, Africa, and Latin America markets have seen a revenue increase of nearly 40%, with their contribution to overseas smart display revenue rising to 34% in 2024 [3] Sales Strategy - The company employs a dual sales model: direct sales with a team of approximately 300-400 people and channel sales through partners [2] - A "direct-channel integration" strategy has been adopted to enhance market penetration and customer engagement [2] AI and Spatial Computing Segment - The AI and spatial computing segment focuses on optical motion capture technology, with applications in various fields including film, gaming, and industrial inspection [4][5] - The company has developed multiple advanced technologies, including Lydia motion model and LydCap markerless motion capture [6] Future Plans - The company aims to enhance its product offerings, including Hi-Micro and quantum dot technologies, and expand its rental and outdoor screen product lines [12] - Plans for increased system integration and a shift towards becoming a comprehensive service provider for display product applications are underway [12] - The company is also venturing into the consumer market with AI+AR glasses and AI toys, with mass production planning in progress [12]

证券代码：000999 证券简称：华润三九 投资者关系活动记录表 编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 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 | 中信证券、太平资产、中欧基金、国投瑞银、普徕仕、国投证券等证券、投资机构 | | 及人员姓名 | | | 时间 | 2025 年 5 月 27 日-5 月 30 日 | | 地点、方式 | 综合办公中心（现场会议、电话会议等） | | 上市公司 | 投资者关系团队 | | 接待人员姓名 | | | | 1. 公司一季度经营表现？公司如何看 25 年全年经营趋势？ | | 投资者 | 答：一季度流感和呼吸道疾病发病率同比去年有所降低，同时 1-2 月中国实体药店零售规 | | 关系活动 | | | | 模同比小幅下降，在高基数的影响下公司今年一季度业绩有小幅调整；从核心业务 CHC 来看， | | 主要内容 | 在合理的调整范围，感冒呼吸品类受到发病率的影响，皮肤、胃肠品类表现稳健，皮肤品类抓住 | | ...

Group 1: Acquisition Purpose and Strategy - The acquisition is centered around the core optical business, enhancing industry synergy and competitive advantage in the optical lens sector [2][3] - The target company, Changyi Optoelectronics, has complementary strengths in technology, market, and management, particularly in the pan-security field [4] Group 2: Market Outlook - The security monitoring sector is projected to maintain stable growth, with consumer-oriented pan-security products being key drivers for future market expansion [5] - The company aims to deepen its focus on the pan-security lens market, leveraging Changyi Optoelectronics' existing competitive edge [5] Group 3: Transaction Details - The acquisition involves a 100% share issuance, with no cash transactions, indicating a long-term commitment from Changyi Optoelectronics' shareholders [6] - The controlling shareholders have agreed to a five-year lock-up period, emphasizing a focus on long-term benefits rather than short-term gains [6] Group 4: Integration and Development Plans - Changyi Optoelectronics has a well-established R&D, production, and sales system, which aligns closely with the company's management philosophy [7] - The company plans to support Changyi Optoelectronics' operational independence while fostering collaboration in technology and market resources [7] - The long-term strategy focuses on the optical lens business, with the acquisition being a crucial step in expanding into the pan-security lens market [8]

证券代码：002909 证券简称：集泰股份 2.问：建筑胶行业市场集中度是否还有提升空间？ 答：在历次下游应用市场和上游原材料市场周期性波动过程中，行业 竞争格局都会逐步优化，品牌与品质竞争力不足以及效率与运营管理水平 低的企业会逐步退出，头部公司市场份额提升。建筑胶行业市场规模大， 与大多数制造业相比，当前建筑胶行业集中度仍然相对较低，中长期看仍 然有较为显著的提升空间。随着行业发展和持续竞争，建筑胶头部公司具 有越加显著的品牌、性能、规模、渠道、环保等综合竞争优势，市场份额 向头部公司集中的趋势保持不变。在市场周期性波动结束后，行业竞争格 局预计将更加良好，行业发展也将更加趋于稳定。 3.问：新能源板块，公司已有哪些客户？ 答：公司在新能源领域的用胶解决方案已覆盖新能源汽车及动力电 池、两轮电动车、光储充一体化等几大核心应用场景。在新能源汽车及动 力电池领域，自 2020 年切入比亚迪供应链以来，随着服务深度拓展及产 品批量交付，对比亚迪的销售额呈现显著增长态势；同时，公司产品已成 功应用在东风岚图、小鹏汽车、五菱新能源等新能源汽车企业，与华霆动 力、多氟多、新中能源、亿纬新能源、新能安等动力电池企业达成 ...

3、公司目前的产能利用率如何？能否满足大客户的出货需 求？未来的产能规划如何？ 公司目前维持着较高的产能利用率。公司已增设专用产线， 积极配合大客户的出货需求。未来通过光学镜头及模组产能扩建 项目的实施，公司将新增年产逾 3,500 万颗精密光学镜头及摄像 模组的产能，能有效满足自身拓展不同应用领域市场的业务需求。 证券代码：301479 证券简称：弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号：2025-005 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 □其他 参与单位名称及 人员姓名 禾其投资杨硕梅今天 国泰君安国际 王彤 广发基金 马英皓冯骋陈少平 国泰海通证券刘晶晶 胡玮腾 文灿 时间 2025 年 6 月 3 日 地点 公司会议室（现场及电话会议） 公司接待人员 姓名 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、公司与影石合作的契机和历程。 2015 年，公司与影石创新开始接洽，当时双方都是处于成长 初期的创新型企业，基于全景影像的市场机遇和两家公司的互补 需求，双方达成了合 ...

Company Overview - Yidao Information is a provider of smart electronic products and solutions, focusing on product definition and R&D design [2] - The company’s main business segments include rugged smart terminals and consumer smart terminals, with applications in smart manufacturing, transportation, energy exploration, and public utilities [2] - Consumer products include PCs, tablets, AIoT, and XR/AI wearable products, serving leading regional brands and enterprises globally [2] R&D Investment - In 2024, the company invested CNY 239 million in R&D, representing a year-on-year increase of 36.16% [3] - As of the end of 2024, R&D personnel accounted for over 46% of the workforce, with a year-on-year growth of 28.15% [3] - The Yidao Research Institute focuses on artificial intelligence, perception technology, and spatial intelligence, aiming to enhance human-computer interaction paradigms and cultivate innovative talent [3]

证券代码：002543 证券简称：万和电气 广东万和新电气股份有限公司 答：公司始终致力于平衡股东回报与长期发展需求。关于提升 分红比例，需综合考量研发投入的持续性、市场竞争力构建需 求、战略资本性支出安排等多重因素。公司将在保障稳健运营、 协同战略目标的前提下，审慎评估分红政策。未来若有分红比 例调整计划，公司将严格履行信息披露义务。 5、问：公司后续线上是什么样的策略？ 中期：深化经营变革——致力于通过经营模式创新与产业升级 实现质的飞跃。大力推行精益管理，以消除浪费、提升价值为 核心，对生产、运营、管理等全流程进行优化，提升企业整体 运营效率与效益；加强产品及顾客购买生命周期管理，从产品 研发、生产、销售到售后，深入洞察顾客需求，提供全流程个 性化服务，增强用户粘性；积极推动产业升级与结构优化，顺 应市场趋势，淘汰落后产能，布局高附加值业务领域，实现产 品结构与产业结构的双重升级，持续提升企业在市场中的竞争 力与话语权。 长期：打造核心竞争力——将持续加大研发投入与技术布局作 为战略核心，以创新驱动企业长远发展。聚焦行业前沿技术， 整合内外部优质研发资源，构建完善的技术创新体系，围绕产 品功能、性能、智 ...

回复：公司构建了较为完整的力传感器产品体系，覆盖单向力、力矩及 六维力传感器三大核心品类，深度服务机器人、新一代自动驾驶两大战略新 兴领域。依托自主创新的双技术路径——金属应变片技术体系与 MEMS 硅 基应变片+玻璃微熔复合工艺，已形成差异化技术优势。在 MEMS 技术路径 领域，公司与天机智能达成战略合作，联合开发的 MEMS 硅基应变片+玻璃 微熔工艺传感器已实现技术突破。目前单向力传感器与力矩传感器产品完成 工程验证，已与多家国内机器人企业进行送样测试及技术交流阶段。基于金 属应变片的六维力传感器已完成迭代开发，目前正与多家国内机器人厂商进 行技术交流及样品制作阶段。基于 MEMS 硅基应变片+玻璃微熔工艺的六维 力传感器目前仍处于研发阶段。公司已立项基于 MEMS 压力芯片及玻璃微 熔工艺技术的 EMB（电子机械制动系统）力传感器的产品研发，适配于最 新一代智驾刹车系统，其可有效提升汽车制动系统的响应能力，缩短制动距 离，项目已取得国内头部厂商项目定点，并计划在 2025 年第四季度投入使 用。公司拟计划投入 4130.70 万元建设新一代智能驾驶刹车系统 EMB 力传 感器自动化产线，以打造国内领 ...