2025年10月31日，首钢股份2025年三季度业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有 党委副书记、董事、总经理孙茂林、总会计师刘同合、董事会秘书乔雨菲。 回答：2025年首钢股份固定资产投资预计支出安排约39亿元，四季度预计支出约13亿元，主要为节能降 碳、产品结构调整以及环保类固定资产投资项目支出。感谢您的关注！ 2、问：最新股东数是多少？ 回答：您好，截至2025年三季度末，公司普通股股东总数为91,793。 3、问：请问公司的单吨成本在行业内处于什么排名 回答：您好，近年来，面对销售端与原料端市场的变化，公司强化与标杆企业对标对表，深挖全流程、 全要素降本潜力，构建可持续降本体系，滚动推进重点降本任务，有效对冲外部市场减利因素，消耗降 本、技术降本、协同降本工作再上新台阶。感谢您的关注！ 4、问：领导，请教一下，公司对负债率，有息负债有一个什么样的的控制目标？ 回答：您好，公司2020年以来资产负债率呈稳定下降趋势，2025年三季度末公司资产负债率为 57.22%，较2020年底降低15.88个百分点。未来公司将通过持续优化资本结构，拓宽融资渠道，深化产 融结合，提升经营性资金流入，实 ...

Core Viewpoint - Shunwang Technology is actively seeking high-quality investment projects that align with its strategic development while emphasizing investment risk control [1] Group 1 - The company has been continuously investing in computing power and artificial intelligence businesses in recent years [1] - Shunwang Technology plans to maintain its investment in these areas moving forward [1]

Core Viewpoint - The event "Capital 'X' Gravity, Innovation High Ground - Wuxi's First Investor Reception Day for Listed Companies" highlighted the ongoing transformation in the photovoltaic industry towards high-quality development driven by national policy guidance and technological innovation [1] Industry Summary - The photovoltaic cell manufacturers are actively promoting industry transformation through technological innovation and cost control, leading to accelerated industry integration and technological iteration [1] - The demand for high-end equipment is directly driven by these industry changes, with companies possessing relevant technological reserves and R&D capabilities gaining stronger market competitiveness [1] Company Summary - MicroGuide Nano (688147) has been deeply engaged in the photovoltaic new energy industry, with product reserves, layouts, and shipments in battery technologies such as TOPCon, XBC, perovskite, and perovskite tandem [1] - The company provides globally leading equipment products and solutions to downstream manufacturers, continuously leading the technological development of the industry [1]

Core Viewpoint - The event "Capital 'X' Gravity, Innovation High Ground - Wuxi's First Investor Reception Day for Listed Companies" was successfully held, highlighting the growth and international strategy of companies in Wuxi [1] Company Summary - Longda Co., Ltd. (688231) has a high-temperature alloy production capacity that meets the demands of international market clients [1] - The construction project of the company's Malaysia production base is an effective supplement to enhance the scale effect of its main business and represents an important step in the company's international strategic planning [1]

Core Viewpoint - Jiangsu Shentong's Q3 2025 performance shows stable revenue growth and strategic focus on high-end valve manufacturing and nuclear power sectors, with a commitment to innovation and market expansion [1][2][3]. Financial Performance - Q3 2025 revenue reached 1.637 billion yuan, a year-on-year increase of 0.22% - Net profit attributable to shareholders was 234.34 million yuan, up 2.86% year-on-year [2]. Business Strategy - The company aims to consolidate its position in metallurgy, develop nuclear power, expand into petrochemicals, and enhance global outreach while focusing on high-end valve manufacturing [3]. - Future growth will be driven by investments in R&D, particularly in semiconductor equipment and hydrogen fuel technologies [3][9]. Production Capacity - New production capacity is expected to enter trial production in Q4 2025, with substantial output anticipated to begin in early 2026 [4][12]. - The high-end valve intelligent manufacturing project is projected to add 300-400 million yuan in annual output once fully operational [10]. Cash Flow - The net cash flow from operating activities for Q3 2025 was 54 million yuan, reflecting a significant year-on-year increase of 846.22% [8]. Market Position and Competition - The company maintains a strong competitive edge in the nuclear valve market, supported by ongoing R&D and participation in industry standards [12]. - The nuclear valve sector is expected to remain in a healthy competitive state due to the normalization of new project approvals and the deepening of domestic equipment localization [11]. Investment and Partnerships - The company holds a 13.76% stake in Hongpeng Aviation and plans to continue supporting its operations while adhering to investment management regulations [5]. - The company is actively expanding its export market presence, achieving significant progress in market access and certification [12].

2025年10月28日，迪瑞医疗2025年三季度报告网上业绩说明会在全景网顺利举行。出席本次业绩说明会 的人员有副总经理、财务总监张兴艳、董事、副总经理、董事会秘书安国柱。 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问36 个，公司嘉宾共回答问题35个，答复率97.22%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：公司国内业务收入大约占比多少，谢谢 回答： 2、问：迪瑞医疗喊了5年的外延扩展，收购企业或股权。这项工作是否还在做，什么时候落地？【征集 问题】 回答：投资者您好！当前，公司正围绕外延发展战略有序推进，重点在于清晰梳理并优化与股东方的分 工协作机制。在此基础上，聚焦于具有高增长潜力的重点拓展领域，通过资源整合、优势互补及协同创 新，推动战略合作落地。具体请您以公司公告为准。感谢关注！ 3、问：三季度报告说，外延扩张确定了重点方向和领域，具体方向和内容是什么？【征集问题】 回答：投资者您好！外延方向上，公司报告期内梳理和明确了与股东方各板块在项目洽谈，融资举措， 沟通机制等分工协同事项。具体内容请以公司的公告内容为准。感谢您 ...

Core Insights - The company held its Q3 2025 earnings presentation, achieving a 100% response rate to investor questions, indicating strong engagement with stakeholders [1] Group 1: Business Performance - In the first nine months of 2025, the cross-border payment service "Yizhifu" processed over 27 billion RMB, marking a year-on-year growth of over 35% and covering more than 170 countries and regions [2] - The company, as the only white-listed enterprise for the national import positive list, completed nearly 2,600 pilot transactions in the first half of the year, achieving its policy goals six months ahead of schedule [2][5] - The net profit for Q3 2025 increased by 100.52% year-on-year, primarily driven by revenue from the global trade center [8] Group 2: Market Strategy - The company plans to expand its market position by further tapping into external merchants beyond its existing network of over 20,000 merchants [2] - The global trade center's T1-T7 office buildings are set to be delivered by April 2026, with T1-T2 still under construction and expected to be completed by the end of 2027 [3][8] - The company aims to achieve an import volume of 300 billion RMB by 2027, leveraging its unique advantages in inspection cycles and cost [8] Group 3: Shareholder Engagement - The controlling shareholder completed a 1 billion RMB share buyback in the first half of the year, reinforcing confidence in the company's long-term development [2][5] - The company has established a market value management system to enhance its core competitiveness and maintain its market value [5][7] - The company is committed to increasing cash dividend ratios as part of its "quality improvement and efficiency enhancement" action plan [5]

Core Insights - The company, Jiuzhoutong, held its Q3 2025 earnings presentation on November 4, focusing on the progress and development plans of its "Jiuyi Clinics" membership stores [1] Group 1: Membership Store Development - As of September 30, 2025, the company has over 3,000 membership clinics and aims to achieve a target of "10,000 clinic alliances" within three years [1] - In collaboration with upstream enterprises such as Taiji, China Resources Sanjiu, and Changfeng Pharmaceutical, the company has introduced over 490 new products in the first three quarters, resulting in a 69% quarter-on-quarter increase in sales of specialized products for clinics [1] Group 2: Digital Empowerment - The company has developed its own Jiuyi SaaS clinic management system, which has been implemented in over 2,000 membership stores, facilitating rapid record-keeping, electronic prescriptions, medical insurance settlements, and drug traceability [1] - A partnership with Tencent Cloud has led to the development of an AI-assisted diagnostic platform that covers nearly 3,000 diseases and over 110,000 drug knowledge entries, with the addition of DeepSeek technology in September [1] - The AI-assisted diagnostic system has reached a peak monthly usage of 69,000 times, significantly enhancing the operational and diagnostic efficiency of the clinics [1]

Core Viewpoint - The company, Jinyang Co., Ltd. (301210.SZ), is committed to increasing its investment in research and development (R&D) for new products and technologies in the coming years [1] R&D Investment Summary - The R&D expenses for 2023 are projected to be 44.55 million yuan [1] - The R&D expenses for 2024 are projected to be 51.22 million yuan [1] - The R&D expenses for the first half of 2025 are projected to be 25.10 million yuan [1]

Core Viewpoint - The company plans to leverage its state-owned background and resources to pursue strategic development through various methods such as equity participation, acquisitions, and restructuring to enhance business sustainability and growth [1] Group 1: Strategic Development - The company will align its actions with its strategic development plan, business growth, and capacity utilization [1] - Financial status, fundraising costs, and capital structure will be key considerations in the company's strategic decisions [1] Group 2: Industry Integration - The company aims to integrate with other enterprises within the industry or related sectors at appropriate times to achieve resource sharing [1] - The focus will be on collaborating with leading companies in the industry to promote stable and healthy future business development [1]