2026年02月06日，锐明技术披露接待调研公告，公司于02月03日至02月05日接待睿远基金管理有限公 司、国泰海通证券股份有限公司、东方证券股份有限公司、招商证券股份有限公司、合众资产管理股份 有限公司、大家资产管理有限责任公司等68家机构调研。 天眼查资料显示，深圳市锐明技术股份有限公司成立于 2002年09月03日，是一家以从事专业技术服务 业为主的企业。截至2025年09月30日，锐明技术股东户数26704户，较上次增加6611户，户均持股市值 49.29万元，户均持股数量0.68万股。 参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为1.9237，近一年增长66.96%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 锐明技术（002970）股价报72.87元，较前一交易日收盘价上涨0.13元，涨幅为0.18%，总市值131.63亿 元。从行业市盈率来看 ...

证券代码：002970 证券简称：锐明技术 深圳市锐明技术股份有限公司 投资者关系活动记录表 编号：2026-003 | | □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 | | | □新闻发布会 □路演活动 | | 活动类别 | 现场参观 □反路演 ☑ | | | 其他（线上会议） ☑ | | | 博时基金管理有限公司、富国基金管理有限公司、嘉实基金管理有限公司、华 | | | 夏未来资本管理有限公司、华安基金管理有限公司、汇添富基金管理股份有限 | | | 公司、中欧基金管理有限公司、广发基金管理有限公司、鹏扬基金管理有限公 | | | 司、国泰海通证券股份有限公司、东方证券股份有限公司、招商证券股份有限 | | | 公司、东方基金管理股份有限公司、工银瑞信基金管理有限公司、国寿安保基 | | | 金管理有限公司、华富基金管理有限公司、合众资产管理股份有限公司、华宝 | | | 基金管理有限公司、安信基金管理有限责任公司、宝盈基金管理有限公司、北 | | | 京沣沛投资管理有限公司、创金合信基金管理有限公司、大家资产管理有限责 | | | 任公 ...

Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

Investment Rating - The report maintains a "Buy" rating for the company, with a current price of 55.37 RMB and a fair value of 69.74 RMB [5][10]. Core Insights - The company is expected to achieve a significant increase in net profit for 2025, with a forecasted growth of 27.6% to 37.9%, reaching 370 to 400 million RMB. The non-recurring net profit is projected to grow by 24.9% to 36.0%, amounting to 340 to 370 million RMB [7][8]. - The company has established a new division focused on computing power support, which is anticipated to be a key growth area. The global demand for new generation computing center products is high, and the company aims to leverage its overseas production capabilities to meet this demand [8][9]. - The company has made progress in its European standard pre-installation business, having already launched its products in the European market, which is expected to create a significant annual revenue opportunity of 1 to 1.5 billion USD [8][9]. - In the autonomous driving sector, the company is promoting its Robobus solution for various applications, including public transport and logistics, indicating a strategic expansion into new market opportunities [9]. Financial Forecasts - The company’s projected revenues for 2025 to 2027 are 2.68 billion RMB, 3.51 billion RMB, and 4.36 billion RMB, respectively, with growth rates of -3.5%, 31.0%, and 24.1% [4][10]. - The net profit forecasts for the same period are 390 million RMB, 500 million RMB, and 620 million RMB, with growth rates of 33.5%, 30.2%, and 22.8% [4][10]. - The earnings per share (EPS) are expected to be 2.14 RMB, 2.79 RMB, and 3.43 RMB for 2025, 2026, and 2027, respectively [4][10].

Core Viewpoint - The company has established an overseas factory in Vietnam as a smart manufacturing base, focusing on high-standard design and construction for automation and warehousing automation [1] Group 1: Factory Development - The first phase of the factory was put into operation in 2023 and is running well [1] - After the first phase reaches full capacity, the investment for the second phase will begin in 2025, with the current phase gradually entering production [1] Group 2: Operational Efficiency - The Vietnam factory has shown good operational efficiency after nearly three years of development [1] - It has become an important foundation for the company's global layout and is capable of handling manufacturing demands beyond the company's main business [1]

（编辑 姚尧） 证券日报网1月28日讯 ，锐明技术在接受调研者提问时表示，公司于近期成立了"数智装备产品事业 部"，旨在基于成熟的海外生产能力布局，发展新一代算力中心配套产品相关业务。对于新一代算力中 心配套产品，客户更加看重供应商全球布局的支撑，需要有效的海外产能承接，这一产业阶段性机遇给 予公司发展相关业务的契机。公司计划抓住这一发展机会，围绕产业链核心客户需求，打造公司业务新 增长点。 ...

Core Viewpoint - Rui Ming Technology (002970) has a deep understanding of the operational logic and needs of various types of commercial vehicles, including logistics vehicles, public transport vehicles (such as buses and taxis), and special vehicles (such as mining trucks) [1] Group 1 - The company has been focusing on the commercial vehicle industry for a long time [1] - It combines autonomous driving technology with existing products to deliver comprehensive solutions that meet customer needs [1] - The company's accumulated expertise in onboard visual environmental perception technology is a crucial foundation for developing autonomous driving technology [1] Group 2 - The existing global marketing network enables the company to quickly reach global customers with new products [1]

每经AI快讯，1月28日，锐明技术在投资者关系活动中表示，公司越南工厂定位为智能制造基地，一期 工厂于2023年投入使用并运行良好，满负荷运行后于2025年启动二期投资建设，目前二期已进入逐步投 产阶段；经过近三年耕耘，越南工厂运行效率良好，已成为公司全球化布局的重要基础，并具备承接主 营业务之外产品制造需求的能力。 ...

南财智讯1月28日电，锐明技术在投资者关系活动中表示，公司近期成立'数智装备产品事业部'，旨在 基于成熟的海外生产能力布局，发展新一代算力中心配套产品相关业务；该业务契合客户对供应商全球 产能支撑的需求，公司计划围绕产业链核心客户需求，打造业务新增长点。 ...

Group 1: Competitive Advantages in Commercial Vehicle Autonomous Driving - The company has deep insights into the operational logic and needs of various types of commercial vehicles, including logistics, public transport, and special vehicles [2] - It integrates autonomous driving technology with existing products to deliver comprehensive solutions that meet customer demands [2] - The company has accumulated vehicle-mounted scene visual perception technology, which is crucial for developing autonomous driving [2] - A global marketing network enables rapid product delivery to customers worldwide [2] Group 2: Progress of the Vietnam Factory - The company established an overseas factory in Vietnam in 2022, designed as a smart manufacturing base for automation and warehousing [2] - The first phase of the factory commenced operations in 2023 and is running well [2] - After full capacity operation of the first phase, the second phase of investment will begin in 2025, currently entering gradual production [2] - The Vietnam factory has become a key foundation for the company's global layout and can handle manufacturing needs beyond the main business [2] Group 3: New Business Direction Planning - A new "Digital Intelligent Equipment Product Division" has been established to develop next-generation computing center supporting products [3] - The focus is on leveraging mature overseas production capabilities to meet global customer demands [3] - The company aims to seize opportunities in this industry phase to create new growth points in its business [3]