证券代码：000703 证券简称：恒逸石化 恒逸石化股份有限公司投资者关系活动记录表 编号：20250429 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访  业绩说明会 | | 活动类别 | 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 | 申万宏源证券、国信证券、南方基金、中信证券、壹拾资产、 | | 及人员姓名 | 青骊资产、度势投资、农银汇理基金、五矿信托（以上排名 | | | 不分先后） | | 时间 | 2025 年 4 月 29 日，9：00—10：00 | | 地点 | 电话会议 | | 上市公司接待 | 证券事务代表：赵冠双 | | 人员姓名 | | | | 一、公司基本经营概况 恒逸石化（股票代码：000703.SZ）作为全球领先的"炼 | | | 油—化工—化纤"全产业链一体化龙头企业，始终秉持"一 | | | 滴油，两根丝"的战略定位，通过文莱炼化项目的前瞻性布 | | | 局，成功打通从原油加工到化纤产品的全产业链闭环，构建 | | 投 资 者 关 系 活 ...

Core Viewpoint - The metallurgical industry is expanding but faces challenges such as high temperatures, dust, efficiency bottlenecks, and the need for green transformation. The adoption of intelligent systems is seen as a necessary development for the industry [2][3]. Industry Overview - The total market size of China's metallurgical industry reached 13.34 trillion yuan in 2022, with a year-on-year growth of 5.03%. The market is expected to continue growing, with a projected compound annual growth rate of 6.5% from 2024 to 2030, potentially exceeding 870 billion yuan by 2030 [3][4]. - The penetration rate of intelligent equipment in the metallurgical industry is currently below 10%, indicating significant room for technological advancement [2][6]. Technological Innovation - Guoruidi Technology has launched a "green intelligent coating robot" that integrates artificial intelligence and robotics, significantly reducing labor by over 40% and improving operational safety in high-temperature environments [2][5]. - The intelligent coating robot has been tested at Shandong Steel Group's Rizhao plant, achieving over a 30% increase in construction efficiency and minimizing manual intervention risks [2][5]. Market Potential - The market for metallurgical construction robots is expected to exceed 10 billion yuan in the next five years, with intelligent transformation potentially reducing energy consumption by 15% to 20% [2][6]. - The commercialization of Guoruidi's product marks a critical shift from labor-intensive to technology-driven operations in the metallurgical service industry, potentially creating over 5 billion yuan in incremental market space [6]. Strategic Partnerships - Guoruidi Technology has established long-term collaborations with major steel companies such as Shougang Group and Shandong Steel, positioning itself as a leader in intelligent spraying technology [6]. - The company is also working with universities to enhance its technological capabilities and deepen cooperation with leading steel enterprises [6].

Core Viewpoint - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. reported significant growth in Q1 2025, with a revenue of 1.754 billion yuan, a year-on-year increase of 14.19%, and a net profit of 106 million yuan, up 331.10% year-on-year [1] Group 1: Company Performance - In Q1 2025, the company focused on the new energy and energy-saving sectors, particularly in electric vehicles, energy-efficient air conditioning, wind power generation, robotics, and low-altitude aircraft [1] - Revenue from the electric vehicle and auto parts sector reached 882 million yuan, accounting for 50.28% of total revenue, while the energy-efficient air conditioning sector generated 513 million yuan, making up 29.25% of total revenue [2] - The company achieved a production capacity utilization rate exceeding 90%, with raw material output of approximately 8,770 tons and finished product output of about 6,600 tons, both showing over 40% growth compared to the previous year [2] Group 2: Industry Demand and Trends - The demand for rare earth permanent magnet materials is expanding due to their applications in energy-saving technologies, aligning with national policies promoting green manufacturing [3] - Global consumption of high-performance rare earth permanent magnet materials increased from 47,500 tons in 2018 to 102,500 tons in 2023, with a compound annual growth rate (CAGR) of approximately 16.6% [3] - The AI robotics market is expected to see significant growth by 2025, with high-performance neodymium-iron-boron magnets being critical components for robots and industrial servo motors [4] Group 3: Future Outlook - The company aims to establish a production capacity of 60,000 tons of high-performance rare earth permanent magnet materials by 2027 and develop advanced production lines for humanoid robot magnetic components [4] - The low-altitude economy is projected to create a substantial market for high-performance neodymium-iron-boron magnets, with an expected demand of 10,000 to 20,000 kg per unit, potentially leading to a market increment of several thousand tons by 2025 [4]

证券简称：宝丽迪 证券代码：300905 苏州宝丽迪材料科技股份有限公司 投资者关系活动记录表 编号： 2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 ☑业绩说明会 | | 投资者活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | | 苏州宝丽迪材料科技股份有限公司： 董事长 徐毅明先生 | | 参与单位名称及 | 副总经理、财务总监、董事会秘书 袁晓锋先生 | | 人员姓名 | 独立董事 关晋平女士 | | | 证券事务代表 尤心远先生 | | | 东吴证券股份有限公司：陈辛慈女士 | | 时间 | 2025 年 4 月 29 日 15：00--17:00 | | | 董事长 徐毅明先生 | | | 副总经理、财务总监、董事会秘书 袁晓锋先生 | | 接待人员姓名 | 独立董事 关晋平女士 | | | 证券事务代表 尤心远先生 | | | 苏州宝丽迪材料科技股份有限公司（以下简称"公司"）于 | | | 2025 年 4 月 29 日 15：00--17:00 通过"同花顺路演平台"召开 | | | 了公司 ...

Group 1: Company Performance - In 2024, the company achieved a revenue of CNY 1.943 billion, representing a year-on-year growth of 32.42% [4] - The total profit reached CNY 395 million, with a year-on-year increase of 49.07% [4] - The compound annual growth rate (CAGR) of revenue over the past three years is 24.70% [4] Group 2: Marketing and Sales Strategy - The company emphasizes building a stable marketing team while attracting external talent to enhance its marketing capabilities [3] - A multi-tiered marketing network has been established, covering all provinces and regions in China [3] - The marketing strategy focuses on academic promotion through meetings and seminars to disseminate product information [3] Group 3: Product Portfolio - The company specializes in ophthalmic drugs, with a product range that includes treatments for myopia, dry eye, infections, and glaucoma [6] - Currently, the company holds 60 approved ophthalmic drug licenses, with 38 products included in the medical insurance directory [6] - Key products contributing over 10% of revenue include Cyclosporine Eye Drops and Atropine Sulfate Eye Drops [6] Group 4: Research and Development - R&D investments over the past three years were CNY 190 million, CNY 181 million, and CNY 235 million, accounting for 15.22%, 12.38%, and 12.11% of revenue respectively [10] - Future R&D plans include expanding the product line in the ophthalmic sector and focusing on biologics for retinal diseases [10] Group 5: ESG Initiatives - The company aims to integrate ESG principles into its strategic planning and operations, focusing on green and low-carbon development [8] - Achievements include being recognized as a "National Green Factory" and implementing measures to reduce energy consumption and waste [9] - The company plans to enhance transparency in ESG reporting and stakeholder communication [8]

Core Viewpoint - The company, Aili Home, reported significant growth in revenue and net profit for the fiscal year 2024, driven by digital transformation and global capacity expansion strategies [1][2]. Financial Performance - The company achieved a revenue of 1.309 billion yuan, representing a year-on-year increase of 11.30% [1][2]. - The net profit attributable to shareholders reached 138 million yuan, marking a substantial growth of 77.09% [1][2]. - Basic earnings per share were 0.57 yuan, up by 78.13% compared to the previous year [2]. - The weighted average return on equity was 8.99%, an increase of 3.56 percentage points from the previous year [2]. Digital Transformation - Aili Home is advancing its digital strategy, focusing on intelligent upgrades in production processes, which have led to significant cost reductions and efficiency improvements [2]. - The company has successfully implemented AGV testing in its Mexican subsidiary and completed the global deployment of the SAP system, alongside the introduction of AI technology and automated operation platforms [2]. Global Capacity Expansion - The company is accelerating its global capacity strategy to address supply chain challenges, with its U.S. subsidiary entering a ramp-up phase and the successful launch of its Mexican factory [3]. - The U.S. factory, which primarily produces PVC elastic flooring, has achieved over 50% operating rate since its production began in 2023, supporting the company's localized strategy [3]. Research and Development - Aili Home is increasing its investment in R&D, achieving breakthroughs in Non-PVC flooring and bio-based materials, and developing new products such as smart flooring and wet heat flooring [3]. - The company has optimized production processes, enhancing market competitiveness through cost reduction and efficiency improvements [3]. Market Expansion and Partnerships - The company has deepened international customer collaborations and expanded its market presence by maintaining close partnerships with renowned brands like VERITEX and Home Depot [4]. - Aili Home plans to continue its global strategy in 2025, focusing on releasing capacity from its Mexican factory and integrating digital and green manufacturing technologies [4].

4月25日晚，瑞晟智能(688215.SH)同时发布2024年年度报告及2025年一季报，报告显示，2024年公司实 现收入38755.34万元，比上年同期增加4.14%，实现归属于上市公司股东的净利润1600.07万元，比上年 同期增加41.85%，实现归属于上市公司股东的扣除非经常性损益的净利润1032.86万元，比上年同期增 加26.74%。公司一季度业绩继续保持大幅增长，实现营收7007.3万元，实现归属于上市公司股东的净利 润199.71万元，比上年同期增加29.18%，实现归属于上市公司股东的扣除非经常性损益的净利润67.2万 元，比上年同期增加34.76%。这一增长主要归因于本报告期内产品毛利率的提升。 资料显示，公司是一家专业的智能工厂解决方案供应商，专注于工业生产中的智能物料传送、仓储、分 拣系统、智能消防排烟及通风系统的研发、生产及销售。公司的智能物流系统产品下游客户主要集中于 服装、家纺、家居等缝制行业，公司可以为其提供自动化、数字化、智能化的工厂内部生产物流整体解 决方案。同时公司的产品也应用到汽车零部件、洗涤、快递输送分拣、安全座椅等行业中。 公司表示，公司是业内少数能够自主研发和生 ...

2024年，全球金刚石研磨液市场规模达到了125.84百万美元，预计2031年将达到189.46百万美元，年复合增长率（CAGR）为5.72%。金刚石研磨 液市场的增长主要受益于半导体、光学、精密制造和新能源等行业的需求拉动，同时材料工艺的进步、环保政策的推动和全球产业链升级也在加 速市场扩展。 地区层面来看，中国市场在过去几年变化较快，2024年市场规模为12.64百万美元，约占全球的10.04%，预计2031年将达到23.95百万美元，届时 全球占比将达到12.64%。其他地区，如日本、韩国、美国、等国家在半导体、新能源、航空航天等领域的持续投资，推动了金刚石研磨液的需求 增长。 欧美、韩国和日本的企业，如Engis Corporation、Saint-Gobain、Lapmaster、Kemet International、Iljin Diamond、 Fujimi Corporation、Pureon、 Asahi Diamond、等企业占据高端市场，从产值来看，2024年全球前五大生产商（Engis Corporation、Saint-Gobain、Lapmaster、Kemet Internati ...

Core Points - Gree Electric Appliances has been awarded the title of "Advanced Collective" by the national industrial and information system for its outstanding performance in technological innovation, green manufacturing, and industrial upgrading [1][3] - The selection process for advanced collectives was initiated by the Ministry of Human Resources and Social Security and the Ministry of Industry and Information Technology, recognizing units that have made significant contributions to industrial reform, innovation, and green development [3] - Gree Electric has a mission to promote "Made in China" globally, with 48 R&D achievements recognized as "internationally leading" and over 130,000 patent applications [3][4] - The company ranks first globally in retail sales of split air conditioners and has led the domestic market in central air conditioning for 13 consecutive years [3] Technological Advancements - Gree Electric has developed various CNC machine tools and has achieved breakthroughs in multiple fields, exporting products to countries like Serbia and Mexico [4] - The Gree Jinwan Intelligent Manufacturing Factory has been recognized as one of the first "Excellent Intelligent Factories" by the Ministry of Industry and Information Technology, achieving 100% connectivity of all equipment, materials, and personnel [4] - Gree Electric's central air conditioning production base is the largest globally, with a maximum cooling capacity of 3,000 tons per unit and an annual production of 10,000 compressors and 3,000 units, exceeding industry averages [4] Green Initiatives - Gree Electric has introduced a series of green energy-saving technologies, including a photovoltaic and energy storage air conditioning system that operates at "zero electricity cost" for users [6] - This technology has been included in national energy-saving and green building development plans and has won the highest award at the Global Refrigeration Technology Innovation Competition [6] - The company focuses on product innovation, enhancing user experience with products like the world's first "non-blowing" air conditioner and the domestic first heat pump washing machine [6] Future Outlook - With the recognition as an advanced collective, Gree Electric aims to continue its commitment to technological innovation and contribute to the high-quality development of China's industrial and information sectors [7]

Investment Rating - The report maintains a "Buy" rating for key companies in the environmental protection sector, including Hui Cheng Environmental and Gao Neng Environment [4][8]. Core Insights - The Ministry of Ecology and Environment has issued guidelines to enhance environmental impact assessments for new pollutants, promoting green transformation in traditional manufacturing [11][20]. - The Ministry of Finance has allocated a budget of 13.56518 billion yuan for energy-saving and emission reduction subsidies in 2025, which will accelerate the development of the new energy vehicle industry [21][24]. - The environmental protection sector has shown strong performance, outperforming the broader market indices [28]. Summary by Sections Investment Views - The report highlights the issuance of guidelines by the Ministry of Ecology and Environment to strengthen environmental impact assessments for key industries, focusing on new pollutants [11]. - The budget for energy-saving and emission reduction subsidies has been set at 13.56518 billion yuan, with significant allocations for new energy vehicles and charging infrastructure [21][24]. - The current macroeconomic environment, characterized by historically low interest rates, presents opportunities for high-dividend and growth-oriented assets in the environmental sector [25]. Market Performance - The environmental protection sector outperformed major indices, with a weekly increase of 2.49%, surpassing the Shanghai Composite Index by 1.93% [28]. - Notable stock performances include Hanwei Technology, Fuchun Environmental, and Yuntou Ecology, which saw significant gains, while Guozhong Water and Shenwu Energy experienced declines [28]. Industry News - Recent developments include the issuance of guidelines for low-emission waste incineration in Zhejiang Province and measures to promote high-quality development in enterprises in Sichuan [39]. - The report also notes the implementation of methane emission control plans in Hunan Province, reflecting ongoing efforts to address environmental challenges [39]. Key Companies - Hui Cheng Environmental is recognized for its technological innovations and significant projects in hazardous waste management, with expectations for continued revenue growth [27]. - Gao Neng Environment aims to become a leading environmental system service provider, benefiting from increased orders related to soil pollution prevention and waste management [27]. - Hong Cheng Environment is highlighted for its stable growth and high dividend payouts, making it an attractive investment option [27].