Group 1 - The core viewpoint of the news is that despite the decent performance of Hisense Home Appliances Group Co., Ltd., its stock price has significantly underperformed compared to the market, leading to concerns from investors about the company's market value management [1] - The investor relations activity was an earnings briefing held on September 19, 2025, where the management addressed investor concerns regarding the stock price decline of over 26% since the beginning of the year, contrasting with the market's rise of over 20% [1] - Investors suggested measures such as using financial resources for share buybacks to enhance stock prices and directly benefit investors, highlighting a perceived deficiency in the company's market value management [1] Group 2 - The management responded that stock price fluctuations are influenced by various factors, including capital market trends, macroeconomic conditions, and industry changes, emphasizing the company's stable operational status [1] - The management also mentioned ongoing efforts to optimize governance systems and their commitment to maintaining investor rights and enhancing market confidence through various means [1]

Group 1: Company Strategy and Focus - The company adheres to a "one body, two wings" long-term development strategy, focusing on strengthening its position in the automotive industry while exploring opportunities in related sectors [2][3][5] - Future plans include closely monitoring industry trends and actively seeking opportunities along the supply chain [3][5] Group 2: Financial Performance and Challenges - In the first half of 2025, the global automotive industry faced challenges due to a complex macro environment, leading to increased competition and pressure on prices and inventory [4] - The company is experiencing a phase of performance pressure, with a noted decline in business over the past three years [4] Group 3: Investor Relations and Communication - The company emphasizes the importance of investor communication and will disclose shareholder structure and related information in regular reports [4] - Management is committed to addressing investor concerns and maintaining transparency regarding business strategies and performance [4][5] Group 4: Risk Management and Financial Health - The company has implemented comprehensive measures for managing bad debts, including customer credit reviews and timely collection actions [6] - A robust foreign exchange risk management system is in place to mitigate the impact of currency fluctuations on operations [8] Group 5: Market Position and Future Outlook - The company is focused on enhancing its core competitiveness and profitability through market expansion and product innovation [8] - Management believes that solid operational performance and sustained growth are the foundation for long-term value creation for investors [8]

Core Viewpoint - The company held an earnings briefing to address investor inquiries, focusing on accounts receivable management, market value management, and future profitability strategies [1][2]. Group 1: Accounts Receivable Management - The company follows accounting standards for the provision of bad debt, with different methods for calculating expected credit losses based on various receivable portfolios. The high provision ratio is influenced by long payment terms from special institutional clients, although these clients are considered low-risk [2]. - The company plans to enhance communication with clients to accelerate the collection of existing accounts receivable and aims to increase the proportion of advance payments and milestone payments in future contracts [2]. Group 2: Market Value Management - The management emphasizes market value management through active information disclosure, investor interaction, and promotional communication. The company is increasing R&D investment to enhance competitiveness and is actively seeking upstream and downstream industry collaborations, with specific partnerships to be announced [2]. Group 3: Profitability and Management Execution - The aviation industry has gradually recovered over the past two years, with the company experiencing revenue growth in the first half of 2023 and projected growth for 2024 and 2025. However, the provision for bad debts due to special institutional clients' payment policies is expected to impact profits [2]. - The company intends to strengthen cost control and improve operational efficiency to enhance profitability moving forward [2].

Core Viewpoint - TCL Smart Home Appliances Co., Ltd. held a performance briefing on September 19, 2025, revealing significant business information and performance metrics [1] Business Data and Development Highlights - In the first half of 2025, the company's refrigerator and freezer business generated revenue of 8.047 billion yuan, a year-on-year increase of 5.71%, while the washing machine business revenue reached 1.361 billion yuan, up 5.98% [1] - The company focuses on home refrigerators and washing machines, increasing R&D investment to enhance the proportion of mid-to-high-end products, resulting in a 0.6 percentage point increase in overall gross margin [1] - The company's production capacity is primarily located in Zhongshan and Hefei, with a high utilization rate. The "annual production of 2.8 million high-end frost-free refrigerators intelligent manufacturing project" was fully operational in the first half of 2025 [1] - A new production base in Thailand is planned, expected to add 1.4 million refrigerator units and 300,000 freezer units, optimizing production layout [1] Performance Growth and ROE Changes - The company achieved revenue of 9.476 billion yuan in the first half of 2025, a year-on-year growth of 5.74%, with net profit attributable to shareholders of 638 million yuan, up 14.15%, marking 16 consecutive quarters of positive year-on-year growth in net profit [1] - The return on equity (ROE) for the first half of 2025 was 23.29% (non-annualized), a decrease compared to the previous year, mainly due to an increase of 1.1 billion yuan in net assets attributable to shareholders [1] R&D Investment and Business Expansion - R&D investment reached 311 million yuan in the first half of 2025, accounting for 3.28% of revenue, a year-on-year increase of 9.16% [1] - As of June 2025, the company had over 1,000 R&D personnel and more than 2,000 authorized patents, focusing on home appliances without involvement in air conditioning or robotics [1] Market Value Management and Dividend Planning - The company emphasizes market value management, although stock prices are influenced by various factors. Future plans include accelerating globalization strategies and increasing investment in key technologies for high-quality development [1] - Regarding dividends, the company will consider strategic, profit, and cash flow conditions to return value to investors when conditions are met [1] Litigation Progress - The company’s lawsuit with Aoma has been accepted by the court, and further developments will be disclosed in a timely manner [1]

湘潭电化于2025年9月19日下午14:00 - 17:00，通过全景网"投资者关系互动平台"（https://ir.p5w.net）以 网络远程的方式，开展了投资者网上集体接待日活动。参与此次活动的为投资者网上提问，上市公司接 待人员包括董事、常务副总经理兼董事会秘书贺娟，财务总监张伏林以及证券事务代表王悦 。 活动中，投资者提出多个关键问题，公司管理层进行了详细解答。 在合资公司进展方面，针对与吉利集团控股的浙江远程新能源商用车集团有限公司合资成立的新公司， 公司回应称，该合资公司目前正在履行国家市场监督管理总局的经营者集中申报、审查，尚未完成工商 注册登记。合资公司将聚焦新能源材料领域，以新能源电池正极材料为基础开展前沿技术研究与创新， 业务延伸至负极、电解液等电池材料及绿色甲醇制备新技术等新能源材料产业链上下游核心技术领域， 为产业升级提供科技支撑。 市值管理也是投资者关注焦点。公司表示高度重视市值管理工作，目前采取的举措包括聚焦核心业务提 质增效；通过优化沟通渠道，向投资者清晰传递公司战略价值和成长潜力；在兼顾发展的同时保持稳定 现金分红，近三年现金分红总额占当年净利润的比例从20.12%提升到31 ...

证券代码：000519 证券简称：中兵红箭 中兵红箭股份有限公司 投资者关系活动记录表 2.请问中兵红箭，3 季度订单情况如何同比增长大么？ 答：投资者您好，公司 3 季度生产经营平稳有序，特种装备 和超硬材料订单正常，公司正在按计划组织生产，并及时交付。 感谢您的关注。 3.最近股价暴跌，公司也没有具体的方案出台吗，稳定投资 者信心？ 答：投资者您好。近期资本市场高度关注包括本公司在内的 特种装备行业上市公司，公司股票价格发生了较大幅度的波动。 公司坚持胸怀国之大者，尊重资本市场的规律。一方面加强与投 资者的沟通交流，另一方面围绕能力建设、核心竞争力提升，做 了大量打基础、利长远的工作。感谢您的关注。 编号：2025-008 投资者关系活 动类别 特定对象调研 分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 电话会议 其他：（2025年湖南辖区上市公司投资者网上集体接待日活动） 活动参与人员 投资者网上提问 上市公司参与人员： 中兵红箭财务总监、董事会秘书 赵德良 总经理助理、证券事务部部长、证券事务代表 王新华 证券事务部副部长 周 颖 中南钻石有限公司董事会秘书 潘晓英 时间 ...

Group 1 - The event held on September 19, 2025, was an online collective reception day for investors, organized by Guangdong Chenyi Intelligent Technology Co., Ltd. on the P5W investor relations platform [1][2] - The company's management team, including the chairman and financial director, engaged with investors regarding market value management and business layout [2] - Investors expressed concerns about the company's stock price stagnation, to which the company responded that market value management focuses on solidifying intrinsic value rather than short-term speculation [2] Group 2 - The company is expanding its product offerings in the smart home and IoT sectors, with a comprehensive smart product system covering various scenarios [2] - New products launched include smart panels and wireless controllers for bathrooms in the smart home sector, as well as smart car entertainment microphones and positioning remote controls in the automotive sector [2] - The company is also focusing on overseas markets in Southeast Asia and the Middle East, promoting customized products while optimizing the supply chain to reduce costs [2]

了解2025年上海辖区上市公司集体接待日，请点击：https://rs.p5w.net/html/175611728073329.shtml 交流会中，问及经营情况以及市值有关事宜，外高桥董事长蔡嵘表示，近年来，公司始终聚焦主业，持 续提升资源整合能力、产业引领能力，资产经营能力，经营业绩稳中有进，每股收益自2017年0.67元/ 股提升至2024年0.84元/股。公司十一届九次董事会已审议通过了《公司市值管理制度》，后续公司将 根据集团发展目标和年度重点工作计划，持续开展市值管理工作。（全景网） 为进一步加强与投资者的互动交流，外高桥（600648.SH）于9月19日（周五）15:00-17:00参加由上海上 市公司协会与全景网联合举办，主题为"沟通传递价值 信心共筑未来"——2025年上海辖区上市公司集 体接待日暨中报业绩说明会活动。 ...

编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 ☑业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | 参与单位名称及 人员姓名 | 投资者网上提问 | | 时间 | 2025年09月19日 (周五) 下午 14:00-17:00 | | 地点 | 公司通过全景网"投资者关系互动平台（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | | 董事长、总经理：石正兵 | | 上市公司接待人员姓名 | 财务总监：王竑 | | | 董事会秘书：聂琴 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | Q1：公司今年下半年经营状况如何？预测全年营收和利润会 | | | 否有较大增长？ | | | 答：您好，感谢您的关注！公司下半年经营保持稳健发展态 | | | 势，始终聚焦主营业务，积极应对市场环境变化，核心业务板块 | | 投资者关系活动 | 有序推进，各项经营活动 ...

广州迪森热能技术股份有限公司投资者关系活动记录表 证券代码：300335 证券简称：迪森股份 问题 3：公司在机房液冷方面有何技术储备和布局。 答：尊敬的投资者您好，公司暂无涉及机房液冷方面的业 务，谢谢关注！ 问题 4：最近有没有发展人形机器人的计划? 答：尊敬的投资者您好，公司目前暂无人形机器人的业务， 谢谢关注！ 问题 5：贵公司在公布中报后大盘行情大涨的前提下股价 不涨反跌，是否中报存在水份，又或者公司存在其他方面的风 险？ 答：尊敬的投资者您好，公司公开披露的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。任何信息请以 公司公开披露信息为准。二级市场股票交易价格受宏观政策、 行业、国内外金融市场环境等多重因素的影响，敬请投资者注 意投资风险！感谢您对公司的关注！ 问题 6：请董秘把公司经营发展情况经常给股东交流，以 便提振投资者积极性。 答：尊敬的投资者，您好！非常感谢您对公司的关注与支 持，以及提出的宝贵建议。公司一直重视股东利益，致力于实 现可持续发展。公司积极通过业绩说明会、券商策略会、投资 者热线等渠道加强与投资者的交流，谢谢！ 附件清单（如有） 无 日期 2025 年 9 月 ...