Brand Strategy and Market Positioning - The company has established a four-brand matrix to cater to different consumer needs: Sophia, Milan, Simi, and Huahe [2] - Sophia brand focuses on whole-home marketing strategy to drive growth in cabinets, doors, and furniture [2] - Milan brand is targeting the lower-tier market with rapid store expansion and whole-home strategy [2] - Simi and Huahe brands are transitioning from single products to whole-home customization [3] Core Competencies - The company has developed 5 core competencies: brand power, product power, channel power, digital capability, and service capability [3] - Brand power: Four brands cover different consumer segments with comprehensive customization services [3] - Product power: Complete whole-home product matrix covering 8 categories including wardrobes, cabinets, doors, and furniture [3] - Channel power: 4,000 retail stores across 1,800 cities, with online-offline integration and expansion in overseas markets [3] - Digital capability: DIYhome system enables 7-12 days average delivery cycle [3] - Service capability: Upgraded to "full-chain delivery" service model [4] Business Development - Whole-home strategy implementation: 6+N solutions, green products, and senior-friendly designs [4] - Integrated home improvement channel: 277 partner companies by Q3, with 26.34% YoY revenue growth [4] - Overseas expansion: 31 overseas distributors covering 40 countries and regions [5] Financial and R&D Performance - R&D investment: 417 million yuan in 2023, 16.81% YoY growth, with cumulative investment of 2.143 billion yuan since 2011 [5] - Digital transformation: Industry-leading digital operation platform and DIY Home system [5] - Environmental commitment: Continuous improvement in board environmental standards and participation in industry standard setting [5] Market Outlook and Strategy - Positive impact from home improvement subsidy policies in Q4 2024 [5] - Focus on existing home renovation and replacement demand [5] - Commitment to stable cash dividend policy [6]

证券代码：871694 证券简称：中裕科技 公告编号：2024-096 中裕软管科技股份有限公司 投资者关系活动记录表 | --- | --- | |------------------------------------------------------------------------|-------| | | | | 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 | | | 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 | | | 带法律责任。 | | 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2024 年 12 月 16 日 活动地点：网络调研 参会单位及人员：长江证券、华鑫证券、东兴证券、西部证券、西南证券、 趋势投资、信达澳亚基金、平安基金、汇添富基金、国君资管、苏豪投资、骏创 投资、正德泰投资、中金公司、颐歌资产、Pleiad（排名不分先后） 上市公司接待人员：董事、副总经理、财务负责人、董事会秘书陈军和投资 者关系总监周 ...

Business Overview - The company has maintained a steady business performance in the first three quarters of 2024, benefiting from the trend of domestic substitution in downstream markets and the development of the AI industry [4] - The overall demand for quartz crystal oscillators has shown signs of recovery [4] Market Expansion - The company's customers are mainly in the consumer electronics, industrial control modules, and automotive electronics sectors, with a stable customer base established [5] - Automotive electronics (automotive-grade products) have passed certification from some automotive electronics manufacturers and achieved mass production [5] - Future focus will be on expanding in the optical module and positioning navigation fields [5] - Overseas markets contribute approximately 20% of the sales revenue for crystal oscillator products, with major export markets being Europe, America, Japan, and South Korea [6] - The company plans to increase efforts in overseas market expansion to attract more high-quality customers [6] Product Development - The tuning fork crystal oscillator, as a fundraising project, has completed capacity layout and is in the stage of ramping up production [7] - Sales of tuning fork crystal oscillators have improved in the second half of 2024 compared to the first half, significantly enhancing the company's product structure [7] Competitive Advantages - The company offers a comprehensive range of products, covering the entire spectrum from crystal components to packaged components [8] - It possesses technological innovation advantages, including advanced manufacturing processes such as lithography technology, enabling independent production of high-frequency crystal chips [8] - The company has an experienced management team with extensive expertise in refined management and has established a complete, systematic professional management system [8] - A robust quality assurance system has been established, certified by international standards [8]

证券代码：300904 证券简称：威力传动 编号：2024-011 银川威力传动技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------------|-------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | □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 | □新闻发布会 | □路演活动 | | 动类别 | □现场参观 | | | | ☑ 其他：线上会议 | | | 参 与 单 位 名 称 及人员姓名 | 恒越基金 | | | 时间 | 2024 年 12 月 18 日 | | | 地点 | 线上会议 | ...

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 编号：20241218 | --- | --- | --- | |-----------------------------|------------------------------------------------------------|--------------------------------------------------------| | | ■ 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（请文字说明其他活动内容） | | | 参与单位名称及 人员姓名 | 德邦证券 赵悦媛 工银瑞信 郭照阳 | | | 时间 | 2024 年 12 月 18 日 | 14:30-16:00 | | 地点 | 公司科技大楼会议室 | | | 上市公司接待人 员姓名 | 李婷婷、赵红蕾 | | | | | 来访者参观了公司一号工厂，在公司会议室就关注问题与 | | | 公司进行了交流， ...

编号：2024005 证券代码：002103 证券简称：广博股份 广博集团股份有限公司 投资者活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | √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 | □新闻发布会 □路演活动 | | | 类别 | √现场参观 □电话会议 | | | | □其他： （请文字说明其他活动内容） | | | | 华安基金 刘淑生 | | | 参与单位名称 | 信泰人寿 云昀 | | | 及人员姓名 | 鑫元基金 ...

证券代码：000718 证券简称：苏宁环球 苏宁环球股份有限公司 投资者关系活动记录表 编号：2024-004 | --- | --- | --- | |-------------------------|----------------------------------------------------------------------|------------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | ☑ 特定对象调研 \n□ 媒体采访 \n□ 新闻发布会 \n□ 现场参观 \n□ 其他 | □ 分析师会议 \n□ 业绩说明会 \n□ 路演活动 | | 参与单位名称 及人员姓名 | | 富国基金：董浩；海通证券：申雅晗 | | 时间 | 2024 年 12 月 18 日 | | | 地点 | 南京市鼓楼区集庆门大街 | 270 号公司 49 楼会议室 | | 上市公司接待 人员姓名 | 义；证券部：王燕、赵亚洲 | 董事、副总裁、董事会秘书 ...

证券代码：688466 证券简称：金科环境 金科环境股份有限公司 投资者关系活动记录表 编号：2024-11 | --- | --- | --- | |-----------------------------|--------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：603893 证券简称：瑞芯微 瑞芯微电子股份有限公司 投资者关系活动记录表 （2024 年 12 月 17 日） | --- | --- | --- | --- | --- | |-------------------|----------------------------------------------|-----------------------------|------------------------------|--------------------------------------------------------------------| | | | | | | | 投资者关系 | □特定对象调研 □分析师会议 | | 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 | 财联社 | | | | | 时间 | 2024 年 12 月 17 | 日 | | | | 地点 | 书面沟通 | | | | | 接待人员 | 证券部副经理：王家珺 投资者关系：周飏 | | | | | | 1 | | | ...

上海和辉光电股份有限公司 投资者关系活动记录表 股票简称：和辉光电 股票代码：688538 编号：2024-013 | --- | --- | --- | |--------------------|----------------------------------|-------------------------------------------------------| | | | | | | √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(请文字说明 | ) | | 参与单位名称 | 个人投资者 | | | 时间 | 2024 年 12 月 17 日 | | | 地点 | 公司会议室 | | | 公司接待人员姓名 | 证券事务代表：陈佳冬 | | | | 问答环节 | | | | 1 、公司 2024 盈？ | 年业绩如何，预计什么时候可以扭亏为 | | | | | | | 答：公司持续专注 | AMOLED 显示面板的研发、生产和 | | | 销售，不断巩固和提高核心竞争力， ...