保立佳分析师会议 调研日期：2025年05月15日 调研行业：化学制品 参与调研的机构：通过上海证券交易所上证路演中心 (https://roadshow.sseinfo.com/)参加2025年上海辖区上市公 司年报集体业绩说明会的投资者等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数 ...

丽臣实业分析师会议 调研日期：2025年05月15日 调研行业：化学制品 参与调研的机构：财信证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 ...

争光股份分析师会议 调研日期：2025年05月15日 调研行业：化学制品 参与调研的机构：汇安基金、汇鸿资产、诺安基金、中信证券、 人保资产等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START S ...

1. Report Industry Investment Rating - No information provided in the content 2. Core Viewpoints of the Report - The company's performance has shown significant growth, with its 2024 annual revenue reaching 4.465 billion yuan, a year - on - year increase of 19.15%, and net profit attributable to shareholders of 394 million yuan, a year - on - year increase of 68.89%. In Q1 2025, revenue was 1.101 billion yuan, a year - on - year increase of 25.41%, and net profit attributable to shareholders was 91 million yuan, a year - on - year increase of 62.13% [25]. - The company's global strategic layout effectively reduces the impact of trade policy changes. The current tariff adjustment has a controllable impact on the company, and relevant orders will be transferred to the Cambodian factory [26][29]. - The company's overseas construction projects are advancing rapidly. The second production line of the Canadian factory is planned to be completed in the second half of 2025, and the second US factory will be completed in 2026 [30]. - The company's self - owned brand business has achieved remarkable growth, expanding its global market coverage to 73 countries in 2024. It will continue to expand potential markets such as Southeast Asia and the Middle East and Africa [31]. - The company will maintain investment in self - owned brand development, focusing on the accuracy and effectiveness of investment, and adjust resource allocation according to market changes [32]. - The company has established a sound exchange - rate risk management mechanism to deal with exchange - rate fluctuations [33]. - The company decides not to exercise the early redemption right of "Zhongchong Convertible Bond 2" and will not exercise it again within 12 months if the conditional redemption clause is triggered [33]. - In the domestic pet food market, although foreign brands have an advantage, domestic brands are rising, and the market concentration is gradually increasing [34][38]. - The company's global supply chain and business layout enhance its risk - resistance ability, and its dependence on a single customer or business is lower than the industry average [38][39]. - The company attaches great importance to investor returns, with an expected total cash dividend of 146.93835645 million yuan in 2024, accounting for 37.31% of the 2024 annual net profit attributable to the mother [40]. 3. Summary According to the Directory 3.1 Research Basic Situation - The research object is Zhongchong Co., Ltd., belonging to the agricultural, livestock, and fishery industry. The reception time was May 15, 2025 [16]. 3.2 Detailed Research Institutions - The reception object is all investors participating online in the 2025 Shandong - area listed companies' online collective investor reception day, with the type being "other" [19]. 3.3 Research Institution Proportion - No information provided in the content 3.4 Main Content Data - **Performance Introduction**: In 2024, the company's annual revenue was 4.465 billion yuan, a year - on - year increase of 19.15%, and net profit attributable to shareholders was 394 million yuan, a year - on - year increase of 68.89%. In Q1 2025, revenue was 1.101 billion yuan, a year - on - year increase of 25.41%, and net profit attributable to shareholders was 91 million yuan, a year - on - year increase of 62.13% [25]. - **Tariff Impact**: The company's global strategic layout forms a sound tariff response system. The current tariff adjustment only affects the company's domestic exports to the US, which accounts for a low proportion of the overall revenue, and the impact is controllable [26][29]. - **Overseas Construction Projects**: The expansion of the Canadian factory's production capacity and the construction of the second US factory are accelerating. The second production line of the Canadian factory is planned to be completed in the second half of 2025, and the second US factory will be completed in 2026 [30]. - **Overseas Self - owned Brand Development Strategy**: In 2024, the company's self - owned brand business grew significantly, expanding its global market coverage to 73 countries. It will continue to expand potential markets such as Southeast Asia and the Middle East and Africa [31]. - **Sales Expense Investment**: The company will maintain investment in self - owned brand development, focusing on the accuracy and effectiveness of investment, and adjust resource allocation according to market changes [32]. - **Exchange - rate Impact**: The company's overseas business is mainly settled in US dollars and some other foreign currencies. Exchange - rate fluctuations will have a certain impact on the company, but it has established a sound exchange - rate risk management mechanism [33]. - **Convertible Bond Plan**: The company decides not to exercise the early redemption right of "Zhongchong Convertible Bond 2" and will not exercise it again within 12 months if the conditional redemption clause is triggered [33]. - **Domestic Pet Food Market Pattern**: In the domestic pet food market, foreign brands have an advantage, but domestic brands are rising, and the market concentration is gradually increasing [34][38]. - **Risk - resistance Ability**: The company's global supply chain and business layout enhance its risk - resistance ability, and its dependence on a single customer or business is lower than the industry average [38][39]. - **Investor Returns**: The company attaches great importance to investor returns, with an expected total cash dividend of 146.93835645 million yuan in 2024, accounting for 37.31% of the 2024 annual net profit attributable to the mother [40].

朗新科技分析师会议 调研日期：2025年05月15日 调研行业：互联网服务 参与调研的机构：朗新科技2024年度业绩说明会采用网络远程方 式进行,面向全体投资者等 / 机构调研pro小程序 扫码关注 调研纪要精选公众号 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点 ...

上海钢联分析师会议 调研日期：2025年05月15日 调研行业：互联网服务 参与调研的机构：投资者网上提问等 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜 ...

山东矿机分析师会议 调研日期：2025年05月15日 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 调研行业：专用设备 参与调研的机构：投资者网上提问等 LIST 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | ...

伊之密分析师会议 调研日期：2025年05月15日 调研行业：专用设备 参与调研的机构：德邦证券资管、华泰证券资管、淡水泉、嘉实 基金、Sigma AM等 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 调研基本情况 | 接 | 待 | 接 | 待 | 类 | 型 | 机 | 构 | 相 | 人 | ...

九识（苏州）智能科技有限公司创 投报告 主要产品/项⽬：- 更新时间：2025/05/14 九识（苏州）智能科技有限公司 存续（在营、开业、在册） 股权投资 法定代表⼈： 崔霄 成⽴⽇期： 2021-08-10 统⼀社会信⽤代码： 91320594MA26R5BM7D 简介： 城配⾃动驾驶产品研发及应⽤服务商 主要产品/项⽬： - 官⽹链接： - 公司简称： - 融资信息(4) | 融资⽇期 | 融资轮次 | 融资⾦额 | 投资机构 | 新闻链接 | | --- | --- | --- | --- | --- | | 2022-08-15 | 股权投资 | 30000000美元 | | 京东物流⽆⼈⻋⻣⼲出⾛，在苏州 单⻜创业，已获3000万美元投资 | | | | | 美团 百度⻛投 | | | | | | Unicorn | 九识智能完成近1亿美元A轮融 | | 2024-02-27 | A轮 | 近100000000美元融资 | 闲庭基⾦ | | | | | | 索道投资 | 资，引领城配智能⻋产业发展 | | | | | 蓝湖资本 | | | | | | 建发集团 | | | 2024-11-11 | ...

万里扬分析师会议 调研日期：2025年05月13日 调研行业：汽车零部件 参与调研的机构：银柿财经、陕西奥林波斯、太湖县人民政府、 国元证券、杭州附加值投资等 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于 ...