Core Viewpoint - Nar Holdings (002825) held its 2025 Shanghai-listed company collective reception day and mid-year performance briefing on September 19, emphasizing its mission to create a century-old enterprise through quality and customer satisfaction while focusing on technological empowerment to enhance living spaces [1] Group 1: Company Strategy and Vision - The company aims to actively expand its market presence in digital printing materials and other sectors amid a complex domestic and international environment [1] - Nar Holdings is committed to focusing on its core business to enhance long-term value and provide sustainable returns to shareholders [1] Group 2: Product and Service Offering - The company offers a wide range of products, including adhesive, coating, and printing materials across nine series, which are widely used in digital printing, decorative applications, and indoor/outdoor advertising [1] - Nar Holdings serves customers in over 90 countries and regions, providing stable, user-friendly, and environmentally friendly products along with specialized services to maximize customer benefits [1]

康达新材（002669）2025年上海辖区上市公司集体接待日暨中报业绩说明会于9月19日举行。 公司副总经理、董事会秘书沈一涛表示，康达新材积极开展在东南亚、南亚、中亚地区的海外业务，其 中泰国生产基地项目正处于前期规划与设计阶段，尚需履行泰国当地投资许可等审批程序。 公开资料显示，康达新材聚焦精细化工与新材料主业的经营与拓展，同时把握军工行业的市场机遇，形 成双轮驱动发展态势。公司产品广泛应用于风电叶片制造、软材料复合包装、轨道交通、船舶工程、汽 车、电子电器、建筑、机械设备及工业维修等领域，其中多项产品性能达到国际同类产品的水平。 更多详情，请点击：https://rs.p5w.net/html/175730250382740.shtml ...

Core Viewpoint - The company is progressing on its projects as planned and is actively involved in key national energy projects, indicating a strong position in the power equipment industry [1] Group 1: Company Progress and Strategy - The company's project in Wuxi is advancing in an orderly manner, with progress aligning with expectations, and capacity will be gradually released [1] - The company is focused on the ±800 kV UHVDC transmission project from Southeast Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area, which is a key national energy project [1] Group 2: Company Profile and Products - The company is a well-known domestic supplier of professional power equipment, providing integrated solutions and products that combine modern information technology and new materials with traditional electrical engineering [1] - Main products include high-voltage switches, power automation equipment, high-voltage transformers, power capacitors, and reactors, with primary customers being State Grid Corporation and Southern Power Grid Corporation and their subsidiaries [1]

Core Insights - The company, EVE Energy, has successfully delivered the world's first 400MWh energy storage station based on its 628Ah energy storage battery, marking a significant milestone in the energy storage industry [1][2] - The project, a collaboration with State Grid Electric Power Technology Co., showcases the large-scale commercial application of the 628Ah battery, setting a new industry benchmark [2][4] - EVE Energy has demonstrated exceptional delivery capabilities by completing the delivery and successful commissioning of 80 sets of 5MWh energy storage systems within a week [3] Group 1: Technological Advancements - The 628Ah energy storage battery has become a core pathway for enhancing system energy density, reducing lifecycle costs, and improving safety and reliability in the industry [2] - The successful commissioning of the 400MWh energy storage project signifies the transition of large-scale energy storage systems into commercial viability [2][4] Group 2: Operational Excellence - EVE Energy's comprehensive delivery capabilities were highlighted by the successful delivery of 80 sets of the 5MWh energy storage system and 40 sets of integrated boost conversion units [3] - The company has validated the maturity and engineering feasibility of its energy storage battery technology and products through effective quality control and operational support [3] Group 3: Market Expansion - The Mr. Giant 5MWh energy storage system, featuring the 628Ah battery, has completed its first overseas shipment to Australia and Europe, indicating the global scalability of the energy storage solutions [5] - The successful deployment of the 400MWh energy storage project and the international shipment of the energy storage systems signify a new era of efficient, economical, and reliable energy storage solutions [5]

Core Viewpoint - The company aims to deepen its domestic market presence while expanding internationally, focusing on customer development and product innovation in the feed additive sector [1] Group 1: Market Strategy - The company will adhere to a market strategy of "deepening domestic and breaking through internationally" [1] - In the domestic market, the focus will be on core customer development and implementing the "expanding one product project" to optimize procurement costs and maximize customer value [1] - The overseas market strategy includes "going out and inviting in," with increased resource investment to enhance international market development [1] Group 2: Product Development - The company will continue to focus on the pig, dairy cow, and poultry markets while also expanding into aquaculture and beef and sheep markets [1] - There will be an increased investment in R&D to develop efficient, safe, and environmentally friendly feed additives and hydrolyzed protein feed raw materials [1] - The "annual production of 100,000 tons of corn protein refined processing project" is expected to be completed and enter trial production this year, which will introduce corn concentrated protein and hydrolyzed corn protein products to the market [1] Group 3: Business Impact - The new project is anticipated to positively address the current shortage of domestic feed protein resources and provide new growth points for the company's business development [1]

Core Insights - Haier's refrigerator holds a 34.7% retail market share in Malaysia, making it the leading brand in the country known for its durians, with one in three households choosing Haier [1] Group 1: Market Position - Haier's strong market performance is attributed to its high-end branding and localized innovative products that meet local consumer needs [1] - The company has launched a specialized freezing solution for durians, featuring rapid freezing technology and customized storage options to cater to Malaysian preferences [1] Group 2: Digital Transformation - Haier is enhancing operational efficiency through a multi-dimensional digital transformation, improving logistics, service, marketing, and information management [2] - The logistics system automatically assigns orders and provides real-time delivery status, significantly increasing efficiency and transparency [2] - Haier's service network includes over 1,400 sales points and 55 flagship stores, aiming to expand to 75 brand stores in Malaysia, ensuring 24/7 service coverage [2] - The marketing strategy includes localized activities such as durian season promotions and sponsorship of badminton events to enhance brand affinity and conversion rates [2] - Information management has been digitized to reduce errors and improve efficiency, replacing traditional manual processes with digital tools [2]

Group 1 - The core viewpoint of the article highlights the progress and strategic initiatives of Nenghui Technology in the overseas energy storage market, emphasizing their commitment to maintaining technological advantages and expanding sales channels [1] - Nenghui Technology's chairman, Luo Chuan Kui, discussed the company's approach to acquiring overseas energy storage projects primarily through business negotiations, showcasing their integrated liquid cooling energy storage system products [1] - The company has successfully established an overseas energy storage company, with its Dutch subsidiary registered and achieving comprehensive coverage of mainstream certifications for energy storage products [1] Group 2 - Nenghui Technology is deeply engaged in the renewable energy sector, evolving into a provider of renewable energy products and technical services, focusing on the research, design, system integration, and investment operation of renewable energy power stations [1] - The company also offers new energy storage products, electric heavy truck charging and swapping equipment, and comprehensive energy services, indicating a diversified approach to the renewable energy market [1] - Ongoing energy storage projects in the UK and Poland are progressing in an orderly manner, reflecting the company's active expansion in international markets [1]

Core Viewpoint - Haier's Thailand air conditioning industrial park is set to commence production on September 23, marking a significant milestone in the company's localization strategy in Southeast Asia, achieving a new industry benchmark by starting production just one year after groundbreaking [1][2]. Group 1: Production and Capacity - The industrial park has an annual production capacity of 6 million units, focusing on a full range of air products and leveraging technologies such as self-cleaning and AI upgrades to provide safe and healthy air solutions [1]. - The park is recognized for its digital capabilities, having implemented a comprehensive digital system that connects all processes from orders to production and supply chain, ensuring real-time information sharing without disruptions [1]. Group 2: Market Impact and Employment - Upon production commencement, the industrial park will utilize its strategic location in Thailand's Eastern Economic Corridor to serve key markets in North America, Europe, and Southeast Asia, while also creating thousands of jobs locally [1]. - Haier has received A2+ level certification from Thailand's BOI, the highest grade in the home appliance industry, further solidifying its market position [1]. Group 3: Market Position and Innovation - Haier has established a strong presence in the Thai market, ranking first in air conditioning market share for four consecutive years, driven by innovations such as self-cleaning air conditioners and AI-enhanced products [2]. - The company plans to continue investing resources to align technological innovations with local consumer needs, enhancing the overall customer experience [2].

Core Viewpoint - The company reported a decrease in revenue for the first half of 2025 but achieved a significant increase in net profit, indicating a turnaround in financial performance [1] Financial Performance - The company achieved an operating revenue of 926 million yuan in the first half of 2025, a year-on-year decrease of 17.23% [1] - The net profit attributable to shareholders was 8.5864 million yuan, reflecting a year-on-year increase of 136.26%, marking a return to profitability [1] Business Strategy - The company plans to continue focusing on its core business and leverage its strengths in technology research and development, production capacity, quality service, and market channels [1] - There is an intention to increase efforts in expanding overseas markets, aiming to become a global leader in the supply of acrylic emulsions [1] Industry Position - The company is recognized as a major player in the research, production, and sales of water-based acrylic emulsions in China [1]

Core Insights - The event held on September 19 focused on the performance briefing of listed companies in the Shanghai area, highlighting the importance of communication in conveying value and building confidence for the future [1] Company Overview - Chaojie Co., Ltd. (301005) is actively engaged in the humanoid robot business, offering a variety of fasteners, PEEK material products, sensor bases, and high-precision machining products [1] - The company has secured small batch formal orders from some clients and has established project designations with others, indicating a growing client base that includes both domestic and international customers [1] Product Applications - Chaojie Co., Ltd. specializes in the research, production, and sales of high-strength precision fasteners and special-shaped connectors, primarily used in critical automotive components such as turbocharging systems, gear shifting and parking control systems, exhaust systems, and interior/exterior automotive parts like seats, lights, and mirrors [1] - Additionally, the company's fastener products are also utilized in the electronics and telecommunications industries [1]