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雷特科技(832110) - 投资者关系活动记录表

Group 1: Investor Relations Activity Overview - The investor relations activity was a specific object survey held on December 3, 2024, at the company's facilities in Zhuhai [3] - Attendees included representatives from various financial institutions and one individual investor [3] - Company representatives included the board secretary and the financial director [3] Group 2: Company Business and Market Insights - The company does not directly participate in lighting project tenders but provides overall intelligent lighting solutions and pricing support to contractors [4] - The smart home market in China is projected to reach CNY 800 billion by 2026 and may exceed CNY 1 trillion by 2027 [4] - The company aims to integrate lighting systems with smart home systems, focusing on product functionality, user experience, and aesthetic design [4] Group 3: Product Development and Market Strategy - Product iterations are based on strategic goals, user needs, and market dynamics, enhancing competitiveness and customer satisfaction [5] - The company is poised to seize industry development opportunities to improve performance and will follow legal procedures for any potential mergers or acquisitions [5] Group 4: Customer Concentration - The top five customers account for a total sales proportion of 20.98%, with the largest customer contributing 7.68% of annual sales [6]