百润股份分析师会议 调研日期：2025年02月27日 调研行业：酿酒行业 参与调研的机构：国海证券、东方证券、光大证券、华泰证券等 / 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 C ...

珂玛科技分析师会议 调研日期：2025年02月28日 调研行业： 参与调研的机构：天风证券、汇添富基金等 / 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 | | | 例体位次数 4 | 24/40 33 | | FIN ...

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Investment Rating - The report does not explicitly state an investment rating for the electronic components industry or the specific company being analyzed. Core Insights - In 2024, the company achieved a record high in sales revenue of 5.897 billion yuan, representing a year-on-year growth of 16.99%. The net profit attributable to shareholders was 832 million yuan, up 29.91% from the previous year, with a net profit excluding extraordinary items of 781 million yuan, reflecting a growth of 31.96% [14][19]. - The company has been expanding its product lines in traditional markets such as mobile communications and consumer electronics while also making significant inroads into emerging markets like automotive electronics and data centers, gaining recognition from top global clients [14][15]. - The gross profit margin for 2024 was 36.50%, an increase of 1.15% compared to the previous year, attributed to strong product demand, increased production capacity utilization, and ongoing innovation in technology and processes [19]. Summary by Sections Company Overview - The company has been focusing on long-term development strategies, managing both existing and new business segments effectively. It has successfully expanded its product offerings in traditional markets while also entering new strategic markets [14][15]. Automotive Electronics - The automotive electronics sector is identified as a key growth area, with the company having established a presence since 2009 and achieving tier 1 automotive certification in 2017. The company aims to continue expanding its product offerings in this sector, which includes applications in electric vehicles and intelligent driving [14][15]. Mobile Communications - The mobile communications sector remains a traditional stronghold for the company, with a high market share. The company plans to maintain its market position while introducing new products to drive growth [16]. Data Centers - The data center business is a strategic focus, with the company supplying various types of power inductors and capacitors. The demand for high-power density and low-power consumption products is increasing, driven by trends in AI and data storage [17]. New Energy and Fuel Cells - The company has established a subsidiary focused on high-temperature fuel cells, recognizing the long-term potential of clean energy. This subsidiary will develop and produce composite ceramic components for solid oxide fuel cells [20]. Capital Expenditure - The company is in a capital-intensive industry, requiring ongoing investment in capacity expansion and R&D. Recent capital expenditures have focused on industrial park construction, with plans to slow down such investments as projects near completion [20]. Shareholder Returns - The company has consistently prioritized shareholder returns, achieving a total cash dividend of 702.07 million yuan in 2024, reflecting strong operational performance and cash flow [21].

Investment Rating - The report does not explicitly state an investment rating for the specialized equipment industry or the specific company being analyzed [1]. Core Insights - The company primarily provides energy and artificial environment solutions and equipment tailored to the needs of various sectors, focusing on data centers and power energy, including nuclear power [20]. - The company emphasizes close collaboration with major clients, offering both air-cooled and liquid-cooled solutions, and is committed to innovation in high-efficiency products to meet market demands driven by AI technology [20][22]. - The liquid cooling segment is experiencing rapid growth and is expected to become the primary cooling method for intelligent computing centers, prompting the company to increase R&D and production capacity in this area [22]. - The new manufacturing base for data center temperature control is in the trial production phase and is expected to support the rapid growth of the data center business soon [22]. - The company is enhancing its production capacity to meet the high demand from data centers, particularly those related to AI, and is coordinating with major clients to ensure supply meets their growing needs [22][23]. Summary by Sections 1. Basic Research Information - The research was conducted on February 27, 2025, focusing on the specialized equipment industry, specifically the company Shunling Environment [13]. 2. Detailed Research Institutions - Various securities firms and asset management companies participated in the research, including Changjiang Securities, Guolian Minsheng Securities, and CITIC Securities [14][15]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [18]. 4. Main Content Information - The company offers end-to-end liquid cooling solutions, covering project planning, design, manufacturing, installation, and operational services [20]. - The pricing strategy is based on a cost-plus model, with expectations for stable or increasing gross margins as production scales up [23].

Investment Rating - The report does not explicitly state an investment rating for the automotive parts industry or the specific company being analyzed [1]. Core Insights - The company, Jingu Co., is recognized as a leading enterprise in the automotive wheel industry, having been designated as a "National Automotive Parts Export Base Enterprise" and a "Green Factory" by the Ministry of Industry and Information Technology [17][18]. - Jingu Co. has developed a revolutionary lightweight product, the Avatar low-carbon wheel, which combines the advantages of traditional steel and aluminum wheels, and has gained traction in both passenger and commercial vehicle markets, including partnerships with several new energy vehicle manufacturers [17][18]. - The company is actively expanding its production capacity to meet increasing customer demand and has successfully attracted strategic investors to accelerate the development of the Avatar low-carbon wheel [18][19]. Summary by Sections 1. Basic Research Information - The research focused on Jingu Co., a high-tech enterprise specializing in the R&D, production, and sales of automotive wheels, with a meeting held on February 27, 2025 [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Guosen Securities Asset Management, People's Insurance Pension, and several fund management companies [14]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [15]. 4. Main Content Information - Jingu Co. emphasizes technological innovation and has established a comprehensive research and development system, leading to the successful launch of the Avatar low-carbon wheel, which features high strength, lightweight, and cost-effectiveness [17][18]. - The company has completed the introduction of strategic investors to enhance the development of the Avatar low-carbon wheel, with a total investment commitment of 118.5 million RMB [18]. - Future plans include expanding into the robotics and low-altitude aircraft sectors, leveraging existing materials and technologies to explore new applications [19].