证券代码：300011 证券简称：鼎汉技术 北京鼎汉技术集团股份有限公司投资者关系活动记录表 编号：2025-03 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会  | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | 参与单位名称及 | 公司投资者 | | | 人员姓名 | | | | 时间 | 2025 年 05 月 日 15:00-17:00 | 21 | | 地点 | 东方财富路演中心： | | | | http://roadshow.eastmoney.com/luyan/4732093 | | | 上市公司接待人 | 公司董事长顾庆伟先生；董事、总裁张谦先生；独立董事罗顺 | | | 员姓名 | 均先生；副总裁、财务总监段辉泉先生；副总裁、董事会秘书 | | | | 李彤女士 | | | 投资者关系活动 | 鼎汉技术 年度业绩网上说明会 2024 | | | 主要内容介绍 | | | | 附件清单（如有） | 投资者提问及公司 ...

诚志股份有限公司投资者关系活动记录表 3、问董秘:公司研发人员有多少，其中研究生、博士生所占 比例是多少？公司发展离不开高端人才，薪酬分配能不能向一线 人才倾斜，不要十多个高管就分走了总薪酬的三分之一，公司那 么多概念，谁便一项搞得好，都不是现在的业绩。 证券代码： 000990 证券简称：诚志股份 编号：2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 21 日 (周三) 下午 14:30~17:00 | | 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 | | 上市公司接待人 | 1、公司董事、总裁韦俊民 | | 员姓名 | 2、公司副总裁、董秘左皓 | | | 投资者提出的问题及公司回复情况 | | ...

| 理念，坚持稳中求进的工作总基调，深入实施创新驱动发展战略。 | | --- | | 在传统业务领域，公司将充分发挥在港机、冶金、水利等行业的 | | 竞争优势，持续巩固市场领先地位，着力提升产品品质和服务水 | | 平。在国际化布局方面，公司将积极推进全球化发展战略，不断 | | 完善海外营销网络建设。在战略性新兴业务领域，公司将紧密围 | | 绕国家产业政策导向，积极把握轨道交通、风电、航空等行业发 | | 展机遇，持续加大研发投入，优化业务模式，提升经营效益。未 | | 来，公司将继续坚持高质量发展理念，不断提升核心竞争力，为 | | 股东创造更大价值。 | | 3、请问公司股份回购进展情况怎么样？后续股权激励计划有在 | | 筹划吗？啥时候推出？ | | 答：公司股份回购进展情况详见公司于 2025 年 5 月 6 日在巨潮 | | 资讯网上披露的《关于股份回购进展情况的公告》（公告编号： | | 2025-044）。后续对于已回购股份的处理方案，公司将根据实际 | | 情况制定，严格履行相关审批程序，并及时履行信息披露义务， | | 确保合法合规。 | | 4、请问核心的技术优势在哪？ | | 答 ...

Economic Overview - The national economy has shown resilience despite complex international conditions, with key economic indicators remaining within a reasonable range, driven by innovation, domestic demand, and openness [1] - The economic growth trajectory is stabilizing, with a focus on high-quality development [1] Industrial Growth - In April, industrial production continued to grow rapidly, with equipment manufacturing and high-tech manufacturing outpacing overall industrial growth [2] - Equipment manufacturing contributed 55.9% to the growth of industrial enterprises above designated size, with significant increases in aerospace and integrated circuit manufacturing, both exceeding 20% growth [2] - High-tech manufacturing products, such as new energy vehicles and industrial robots, saw substantial production increases, with new energy vehicle production up 38.9% and industrial robot production up 51.5% [2] - Investment in high-tech industries has been growing rapidly, significantly outpacing overall fixed asset investment growth, with information service industry investment growth reaching 40.6% [2] Policy Measures - The implementation of policies aimed at boosting market demand has led to significant expansion in consumption and production, with equipment investment growing by 18.2% in the first four months [3] - Active fiscal policies, including interest rate cuts and the establishment of new policy financial tools, are supporting technological innovation and consumption expansion [3] - The new Private Economy Promotion Law, effective May 20, provides legal support for the development of the private economy, enhancing confidence among business entities [3] Domestic Demand - The domestic market is showing signs of recovery, with retail sales growing by 4.7% and online retail sales increasing by 7.7% in the first four months [4] - The consumption of basic and upgraded goods is strong, with significant growth in categories such as communication equipment and sports entertainment [4] - Service retail sales also increased by 5.1%, driven by tourism, transportation, and business services, indicating a robust recovery in consumer spending [4] Economic Outlook - Despite external challenges, the fundamentals of the Chinese economy remain stable, with strong resilience and vitality [4] - The ongoing macroeconomic policies and enhanced innovation capabilities are expected to support sustained economic growth and contribute to global economic recovery [4]

Group 1 - The core viewpoint emphasizes the significant development opportunities in Panzhong Street, driven by innovation and industrial upgrades, aiming for high-quality integration of primary, secondary, and tertiary industries [1][2] - Panzhong Street is positioned as a key area within the national-level new district, benefiting from advantageous location and development dividends, striving for economic advancement [1][3] Group 2 - Key economic data presented includes a 260 million yuan investment in infrastructure for the Yangzi Panzhong Industrial Park, with 60,000 square meters of standardized factory buildings nearing completion [2] - The innovation incubation space has over 70% occupancy, with nearly 20 technology-based enterprises, indicating a growing cluster of specialized industries [2] - A modern urban industrial park covering 1,000 acres is under rapid development, with 10% of the space allocated for street chamber enterprises, providing comprehensive lifecycle services from R&D to mass production [2] Group 3 - Panzhong is described as an "investment golden pit," with the potential for significant opportunities as the Nanjing North Station is set to become a major transportation hub by 2027 [3] - The "15-minute business circle" and "billion-level traffic entrance" are highlighted as two new features that will enhance connectivity and commercial value in the area [3] - The street is actively expanding its investment network, with new member companies joining the Panzhong Chamber of Commerce, reflecting a vibrant business environment [3] Group 4 - The establishment of a cooperative agreement for party building with local institutions aims to enhance regional economic development through shared resources and collaborative problem-solving [4] - The Panzhong Chamber of Commerce is encouraged to strengthen its service capabilities and social responsibility, promoting innovation and market competitiveness among enterprises [4] - The street is exploring new paths for investment attraction, focusing on optimizing the business environment and seizing opportunities in the smart manufacturing sector [4]

Core Viewpoint - The company, Henglin Home Furnishing Co., Ltd., has demonstrated significant growth in revenue and profitability, driven by online sales and international market expansion, while also focusing on innovation and sustainability in its operations [1][2][4]. Company Overview - Henglin Home Furnishing was established in Anji, Zhejiang, and has grown to have over 10,000 employees and 13 production bases across five countries, with a market capitalization exceeding 100 billion [1]. - The company has received numerous awards for its products, including the "German Red Dot Award" and "iF Design Award," and holds 1,630 authorized patents [1][2]. Business Performance - In 2024, the company achieved a revenue of 11.029 billion, marking a year-on-year increase of 34.59%, with a net profit attributable to shareholders of 281 million [2][4]. - The gross profit margin increased by 33.03% year-on-year, while the net profit margin decreased slightly to 2.55% [2][4]. - The company’s online sales grew significantly, contributing to a 196.5% increase in e-commerce revenue [4]. Product and Market Strategy - The company focuses on a diverse range of products, including office furniture, soft furniture, and new materials, with a strong emphasis on smart, eco-friendly, and customized solutions [1][2]. - The global market for soft furniture is projected to reach $80 billion, with Asia-Pacific and North America accounting for nearly 70% of the market [1]. Financial Metrics - The company reported a cash flow from operating activities that remained stable, with a slight increase in debt ratio due to leasing liabilities impacting the asset-liability ratio [2][4]. - The total assets turnover ratio improved to 1.08, reflecting better asset utilization [4]. Strategic Outlook - The company aims to enhance its core competitiveness through a dual-track strategy of "manufacturing overseas and brand expansion," focusing on innovation and differentiation [4][5]. - The "Quality Improvement and Efficiency Enhancement" action plan is designed to optimize operations and increase shareholder returns [5]. Awards and Recognition - Henglin Home Furnishing has been recognized as a national-level green factory and has received multiple accolades for its corporate governance and cultural initiatives [2][5].

Core Insights - The private economy in China is experiencing unprecedented development opportunities, supported by financial policies and the implementation of the first Private Economy Promotion Law, which provides a solid legal foundation for its healthy growth [1] Group 1: Policy Support - The past year has seen the most significant policy support for the venture capital industry in China, with a series of important directives from the central government aimed at encouraging the development of venture capital and equity investment [3] - Key initiatives include the expansion of direct equity investment trials by major banks and the release of policies to support equity investment institutions in issuing technology innovation bonds [3] - The introduction of a "carrier-level" national venture capital guidance fund is anticipated, along with differentiated regulatory measures and expanded exit channels for venture capital funds [3] Group 2: Market Demand - The emergence of new technologies, particularly artificial intelligence, is creating vast market demands that will drive a new phase of high-quality development in China's venture capital sector [4] - The success of innovative ecosystems, such as the "Six Little Dragons" in Hangzhou, highlights the potential for market-driven growth in the venture capital industry [4] Group 3: Industry Innovation - The internal innovation of the venture capital industry is a decisive factor for achieving high-quality development, despite China being the second-largest venture capital market globally [5] - There is a significant gap in the quality and efficiency of venture capital management, necessitating a focus on attracting more social capital into the industry [5] - The cultivation of two key groups—outstanding investors and effective management teams—is essential for driving high-quality development in the venture capital sector [5] Group 4: Challenges Ahead - The ongoing U.S.-China technology conflict poses challenges for achieving technological self-reliance, emphasizing the critical role of venture capital in supporting technological innovation [6]

5月19日，第二十二届(2025)中国畜牧业博览会暨中国国际畜牧业博览会在青岛西海岸新区中铁世界博 览城盛大举行。作为行业内极具影响力的盛会，吸引了来自全球各地的参展商、专业观众及行业专家齐 聚一堂。青岛康大海青食品有限公司携旗下众多优质产品精彩亮相，在展会中大放异彩，充分展示了其 作为行业领军企业的雄厚实力与品牌魅力。 青岛康大海青食品有限公司深耕食品行业30年，是一家集食品出口和国内销售加工于一体的综合性食品 生产企业。多年来，公司始终秉持着"品质至上、创新发展"的经营理念，不断加大在技术研发、生产工 艺改进以及产品创新方面的投入，致力于为消费者提供安全、健康、美味的食品。 在展会现场，康大海青的工作人员热情地向参观者介绍公司的发展历程、产品特色以及生产加工流程。 许多参观者在品尝了公司的产品后，纷纷对其品质和口感赞不绝口。一位来自国外的经销商表示："青 岛康大海青食品的产品种类丰富，品质非常出色，尤其是他们的速冻调制食品，无论是从食材的选择还 是烹饪的便捷性上，都非常符合当下消费者的需求。我们很有兴趣与他们建立长期的合作关系，将这些 优质的产品引入到国外市场。" 除了产品展示，康大海青还积极参与了展会期 ...

2003年，在城市化和工业化推动中国经济高速发展的背景下，公募基金成功挖掘出钢铁、汽车、石化、电 力及银行五大板块的投资价值，后被称为"五朵金花"行情，也是在那一年，公募基金的"价值发现"能力得 到市场认可，引领A股开启了价值投资的新时代。 22年后，在人工智能浪潮席卷、经济结构深度转型的当下，哪些行业有望接棒成为新经济下的"五朵金花"？从 投资驱动到创新驱动，从传统产业到硬核科技，公募基金正以全新视角挖掘新经济下的核心资产。 从投资驱动到创新驱动 对比2003年"五朵金花"行情的宏观背景，22年后的今天，无论是经济增速、核心驱动力、产业趋势、政策方 向、供需关系等都发生了翻天覆地的变化。 博道基金的基金经理张建胜回顾道， 2003年的"五朵金花"有着统一的驱动要素，即中国加入WTO叠加快速城 镇化后超高速的投资驱动，投资驱动有一个好处是产业链传导快且见效节奏较为一致，因此"五朵金花"几乎是 同时绽放的。 "受人口周期和房地产周期的影响，当前，经济的核心驱动力转化成创新，但创新驱动的特点是产业之间步调 不会那么同步，可能会和2003年'五朵金花'一起绽放的现象有比较大的差异性。如果非要类比的话，经济转型 背景 ...

Core Insights - The Chongqing Liangjiang New Area has established the Mingyue Lake Digital Technology Industry Intellectual Property Operation Center, which has collected and analyzed nearly 3,000 patent supply and demand information, completed over 100 patent transformations, and achieved intellectual property pledge financing of over 52 million yuan this year [1][2] Group 1: Intellectual Property Operations - The Mingyue Lake Digital Technology Industry Intellectual Property Operation Center has completed over 500 instances of patent technology valuation, transfer, and licensing in 2024, involving nearly 100 enterprises [2] - The center has facilitated the transfer of 7 patent technologies from the West China Research Institute of Computing Technology to enterprises, with a contract amount exceeding 2 million yuan [1] Group 2: Financing and Support - Intellectual property pledge financing is highlighted as a significant method for monetizing intellectual property, with Chongqing Weizhe Technology Co., Ltd. receiving nearly 3 million yuan in loans through this method, alleviating operational pressure [2] - The center collaborates with banks and evaluation agencies to quickly assist companies in obtaining financing based on their intellectual property needs [2] Group 3: Knowledge Base and Ecosystem - The center has managed over 3,000 high-value patent results from various research institutions and established a database of effective patents in key digital technology areas, including artificial intelligence and the Internet of Things [3] - The Liangjiang New Area has formed the Mingyue Lake Intellectual Property Operation Alliance, comprising over 70 member units, to enhance the intellectual property ecosystem [3]