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Group 1 - Report research object: Feilihua [16] - Industry: Non-metallic materials [16] - Reception time: September 4, 2025 [16] - Company reception personnel: Board Secretary Zheng Wei, Securities Affairs Representative Peng Wei [16] Group 2 - Detailed research institutions: CITIC Securities, Industrial Securities, Orient Fortune Securities, Jianxin Fund, Changsheng Fund, China Merchants Fund, Xitai Investment, and Quanguo Fund [17] Group 3 - Proportion of research institutions: 38% securities companies, 50% fund management companies, 13% investment companies [18] Group 4 - In 2025 H1, quartz electronic cloth achieved sales revenue of 13.1248 million yuan and is in the client small - batch testing and end - customer certification stage [21] - The company has vertical integration R & D and production capabilities across the entire quartz electronic cloth industry chain and has 7 - year R & D experience. It is also the leading supplier of quartz fiber for the aerospace field [23] - The company is a domestic leader in large - scale synthetic quartz glass materials manufacturing. It can produce TFT - LCD photomask substrates from G4.5 to G10.5 generations. The Hefei project can supply in batches and has small - batch shipments, while the Jinan project has completed the mass - production line for basic products and is optimizing the process [24] - The high - purity synthetic quartz sand project has entered the pilot - test stage; some products have formed mass - production capabilities, and some products are at the domestic leading level and have passed customer verification [25] - The company is a leading global and domestic supplier of quartz glass fiber in the aerospace field. In 2025 H1, quartz fiber demand recovered, and multiple high - performance composite product projects were successfully developed, with 1 project in mass production [26]

Group 1: General Information - The research object is Zhongnan Co., Ltd., belonging to the steel industry, and the reception time was September 4, 2025. The listed company's reception staff included the vice - chairman, the president, the independent director, the board secretary, and the financial officer [16] - The detailed research institutions included investors who participated in the company's 2025 semi - annual performance briefing online [19] Group 2: Main Content - The decline in the company's revenue was mainly due to the slower - than - expected recovery of downstream industry demand. The steel industry still showed a situation of strong supply, weak demand, and low prices, and the domestic steel prices continued to decline year - on - year. Additionally, a blast furnace was shut down for joint maintenance in the first quarter, which affected the company's production [23] - The company formulated business improvement measures for the second half of the year, including cost - effective operation, reducing costs per ton of steel, cost - cutting, benchmarking, and optimizing product operation strategies [24] - The company's main business is steel, with main products including rebar, wire rods, and plates. In 2024, it mainly exported to Israel, and the sales revenue accounted for 0.60% of the company's 2024 operating income. In the future, it will focus on the steel business and improve cost - effectiveness through "eight major efficiencies" [25]

经纬股份分析师会议 调研日期：2025年09月04日 调研行业： 参与调研的机构：朝景投资、中邮证券、东方财富等 / 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 | | | ...

Report Industry Investment Rating - No information provided in the content Core Viewpoints of the Report - The company's domestic market position is stable and improving, with an increase in the proportion of flagship products in domestic sales, rising average unit prices, and significantly improved profitability [25][26] - The domestic ergonomic chair market for home use is a rapidly growing new category with low market penetration and large growth potential, while the offline 2B market is affected by the macro - economy but the company's 2B business is still growing rapidly due to product differentiation [26] - With the increasing expectation of US interest rate cuts and the gradual emergence of tax - cut effects, the terminal consumption of durable goods such as furniture is expected to be boosted, and the company is optimistic about the US market demand in the second half of the year [29] - The company adheres to the "number one or two" market strategy, actively expands new customers at home and abroad, and is expected to increase market share [29] - The US office chair market has two major trends: the industrial chain is shifting to Vietnam, and the industry concentration is increasing. The company with mature overseas production capacity and strong comprehensive operation ability is expected to increase market share [31][32][34] - The company promotes management system upgrades, optimizes the procurement system, and advances lean management systems at home and abroad to achieve cost reduction and efficiency improvement [34][36] Summary by Directory 01. Basic Research Situation - Research object: Yongyi Co., Ltd. [17] - Industry: Decoration and building materials [17] - Reception time: September 4, 2025 [17] - Company reception staff: Chairman and General Manager Zhang Jiayong, Deputy General Manager and Financial Controller Ding Guojun, Board Secretary Gu Qinhang, Independent Director Bao Lei [17] 02. Detailed Research Institutions - The reception object is other, and the relevant institutional personnel are investors who participated in the company's 2025 semi - annual performance briefing [20] 03. Proportion of Research Institutions - No information provided in the content 04. Main Content Data - The company disclosed the "2025 Semi - annual Report" on the Shanghai Stock Exchange website on August 26, 2025, and held a performance briefing on September 4, 2025 to interact with investors and answer questions [24] - Answers to investor questions: - Regarding the domestic office chair market, the company's domestic position is improving, with better profitability in domestic sales. The home - use ergonomic chair market has great potential, and the company will expand the domestic market and develop independent brands [25][26][27] - Regarding the overseas market, with the expectation of US interest rate cuts, the company is optimistic about the US market demand in the second half of the year. The company actively expands new customers at home and abroad, and has achieved certain results in overseas market expansion [29][28] - Regarding the US office chair market competition pattern, the industrial chain is shifting to Vietnam, and the industry concentration is increasing. The company with overseas production capacity and comprehensive operation advantages is expected to increase market share [31][32][34] - Regarding cost reduction and efficiency improvement, the company promotes procurement system reform, lean management system construction, and overseas base construction to achieve cost reduction and efficiency improvement [34][36]