投资者关系活动记录表 证券代码：300452 证券简称：山河药辅 安徽山河药用辅料股份有限公司 投资者关系活动记录表 答：尊敬的投资者，您好！复星医药减持进展达到信息 披露要求将及时进行公告；为保证所有投资者公平地获取公 司的信息，公司在各期定期报告中会披露对应时点的股东信 息。对于其他各月的股东人数，股东有权利了解，如股东有 查询需求，应当向公司提供其持有本公司股份以及数量的书 面证明文件，经公司核实股东身份后，公司将会按照股东的 要求予以提供，敬请谅解。详情可咨询公司证券部。谢谢！ 编号：2025-001 稳定的增长;在可转债方面，公司正按照市场环境、监管要求 和自身可转债实际条款、供需情况，审慎考虑妥善处理；公 司目前公司外贸美国业务占比较小（不超 5%），中美贸易摩 擦政策对公司业务影响不大。谢谢关注。 2、请问公司如何确保原材料质量的稳定性和供应链的安 全性？在当前全球供应链波动背景下，公司是否有应对 措施？ 答：投资者您好，公司主要原材料实行集中采购，根据 生产计划定时、定量向选定的供应商采购，以确保原材料的 质量和供货渠道的稳定，尽可能降低采购成本。当前，公司 部分原材料依赖于进口，关税增加可能 ...

新泉股份（603179.SH）系列点评七 2025Q1 业绩符合预期 剑指全球内外饰龙头 2025 年 04 月 29 日 事件：公司披露 2024 年报及 2025 一季报：2024 年营收 132.6 亿元，同比 +25.5%，归母净利9.8亿元，同比+21.2%，扣非归母净利9.7亿元，同比+20.5%； 2025Q1 营收 35.2 亿元，同比+15.5%/环比-3.8%；归母净利 2.1 亿元，同比 +4.4%/环比-26.8%；扣非归母净利 2.1 亿元，同比+3.7%/环比-31.8%。 ➢ 2025Q1 业绩符合预期 海外业务进展顺利。公司 2024Q4 营收同比 +12.5%/环比+6.3%，2025Q1 营收同比+15.5%/环比-3.8%，业绩同比持续增 长主要系：1）国内重点客户奇瑞、吉利、上汽、国际知名品牌电动车企业销量持 续提升，带动客户收入向上；2）海外产能量产顺利，2024 年墨西哥及美国子公 司分别实现营收 5.9 亿元/0.1 亿元，同比增长 74.5%/96.8%，新增斯洛伐克子 公司收入 3.7 亿元，未来展望海外产能持续爬坡上量。 公司 2024Q4 毛利率 17.5 ...

公司报告 | 年报点评报告 金海通（603061） 证券研究报告 25Q1 业绩表现亮眼，三温分选机成为新增长点 事件：公司发布 2024 年年度报告和 2025 年一季报。2024 年公司实现营业收入 4.07 亿元，同比 +17.12%；实现归母净利润 0.78 亿元，同比-7.44%；实现扣非归母净利润 0.68 亿元，同比-2.49%。 2025Q1 公司实现营业收入 1.29 亿元，同比+45.21%；实现归母净利润 0.26 亿元，同比+72.29%；实 现扣非归母净利润 0.24 亿元，同比+84.8%。 点评：公司 2024 年利润同比承压，25Q1 表现亮眼。公司 2024 年营业收入同比增加主要系：部分 客户所在细分领域需求增长、部分区域市场和客户取得突破、高配置系列产品占比提升；归母净利 润下降主要系股份支付影响期间费用，剔除该影响后归母净利润同比+2.85%。 公司 2025Q1 营收和 归母净利润实现大幅增长主要系半导体封装和测试设备领域需求回暖所致。 公司产品领航半导体测试设备市场，持续拓展产品线。公司专注全球半导体芯片测试设备领域，以 自主研发测试分选机助力行业发展与进口替代。产 ...

Core Viewpoint - The company reported a revenue increase of 13.5% year-on-year for 2024, reaching 1.71 billion yuan, with a net profit growth of 14.8% to 229 million yuan, indicating strong financial performance despite rising expenses [1] Financial Performance - 2024 revenue: 1.71 billion yuan, up 13.5% year-on-year [1] - 2024 net profit: 229 million yuan, up 14.8% year-on-year [1] - 2024 net profit excluding non-recurring items: 203 million yuan, up 25.8% year-on-year [1] - Q1 2025 revenue: 390 million yuan, up 14.3% year-on-year [1] - Q1 2025 net profit: 46 million yuan, up 3.5% year-on-year [1] - Q1 2025 net profit excluding non-recurring items: 40 million yuan, up 8.2% year-on-year [1] Strategic Initiatives - The company is advancing its major client strategy, with a focus on expanding its marketing network, leading to an increase in period expense ratios [2] - 2024 comprehensive gross margin: 37.7%, up 1.91 percentage points year-on-year, driven by higher gross margin PLC contributions [2] - Sales expense ratio for 2024: 11.4%, up 2.05 percentage points year-on-year [2] - Management expense ratio for 2024: 4.78%, up 0.19 percentage points year-on-year [2] - R&D expense ratio for 2024: 9.81%, up 0.05 percentage points year-on-year [2] - The company has initiated projects with over 80 S-level clients across emerging industries such as new energy vehicles, semiconductors, and smart logistics [2] Market Position and Product Development - The company achieved a 9.5% market share in the domestic small PLC market, with revenue growth of 21% to 648 million yuan in 2024 [3] - The domestic small PLC market size for 2024 is projected at 6.81 billion yuan, down 7.6% year-on-year [3] - The company is developing a large PLC product, expected to launch in 2025 [3] - The drive business generated 806 million yuan in revenue in 2024, with a gross margin of 24.5% [4] - The company is actively developing components for humanoid robots and plans to launch new high-performance servo drive systems [4] Investment Outlook - Revenue forecasts for 2025-2027 have been adjusted to 2.13 billion yuan, 2.64 billion yuan, and 3.21 billion yuan respectively [5] - Net profit forecasts for 2025-2027 have been adjusted to 288 million yuan, 361 million yuan, and 437 million yuan respectively [5] - The target price is adjusted to 71.7 yuan based on a 35 times PE ratio for 2025, maintaining a "strong buy" rating [5]

Group 1 - The company is currently valued at a historical low with a PB of 0.75, indicating strong safety margins [1] - The company has a low interest-bearing debt ratio of 6.3%, the lowest among the top eight state-owned construction enterprises, with cash assets of 39.7 billion yuan [1] - The company has consistently generated positive operating cash flow since its listing, with a total of 13.9 billion yuan in operating and investment cash flow over the past five years [1] Group 2 - The company's caprolactam project is progressing smoothly, benefiting from accelerated import substitution and declining raw material prices, which are expected to significantly enhance profitability [2] - The price of key raw materials for caprolactam, such as butadiene and natural gas, has decreased, leading to an estimated profit increase of 298 million yuan due to lower costs [2] - The company is focusing on a "technology + industry" integrated model, advancing several key pilot projects in new chemical materials and specialty chemicals [2] Group 3 - The domestic construction business is benefiting from accelerated investment in coal chemical projects, while overseas markets remain robust [3] - The company is expected to capture a significant share of the coal chemical investment, with projected annual investments of 117.7 billion yuan in 2025 and 210.4 billion yuan in 2026 [3] - The company signed overseas orders worth 113.3 billion yuan in 2024, continuing to grow from a high base last year, which will drive overall revenue and profit growth [3] Group 4 - The company is projected to achieve net profits of 5.7 billion yuan, 6.3 billion yuan, and 7.2 billion yuan from 2024 to 2026, with corresponding PE ratios of 7.9, 7.2, and 6.3 [4] - The company is recommended for investment due to the acceleration of overseas large orders, benefits from domestic coal chemical investment, and strong cash flow with potential for increased dividends [4]

具体内容如下： 问：请贵公司现在的产品是否能满足新能源汽车中改性塑料件的要求？切入汽车行业是否有什么难点， 准备如何解决？ 证券之星消息，2025年4月28日科拜尔(920066)发布公告称公司于2025年4月25日召开业绩说明会。 问：请贵公司24年分红情况如何，什么时候实施？ 答：尊敬的投资者，您好！公司已实施完成了2024年第三季度权益分派方案，以当时总股本4,489.5233 万股为基数，向全体股东每10股派发现金红利4元(含税)，共计派发现金红利1,795.81万元。公司2024年 度权益分派预案为，拟以目前总股本为4,489.5233万股为基数，以未分配利润向全体股东每10股派发现 金红利1元(含税)；以资本公积向全体股东以每10股转增4股(全部以股票发行溢价所形成的资本公积进行 转增，无需纳税)，共预计派发现金红利448.95万元，转增1,795.8093万股。本次权益分派将在公司年度 股东会审议通过后实施。感谢您的关注。 问：请贵司募投项目的进展情况如何？ 答：尊敬的投资者，您好！关于公司募投项目情况详见公司于2025年4月16日在北京证券交易所指定信 息披露平台(www.bse.cn)披露的 ...

根据市场公开信息及4月28日披露的机构调研信息，知名私募千合资本近期对1家上市公司进行了调研， 相关名单如下： 受托资产管理、股权投资、投资管理、投资咨询、企业管理、企业管理咨询、企业营销策划。（以上均 不含限制项目） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：2024年，日联科技实现营业收入7.39亿元，同比增长25.89%，净利润1.43亿元，同比增长 25.44%。2025年一季度营收2亿，同比增长33.19%，净利润3,532.84万，同比增长4.45%，净利润增速低 于营收增速因新增股份支付费用及加大市场开拓力度。公司在手订单充足，新增订单同比高速增长，主 要动力来源于电子半导体、锂电池行业需求修复改善及汽车零部件检测需求增长。公司预计全年收入将 保持同比增长，2025年营业收入增长率不低于60%，或扣非净利润增长率不低于60%。公司积极拓展X 射线源产品线，开发多模CT智能检测设备，成立日联科技研究院和上海瑞泰子公司，控股子公司日联 视界进军异物检测领域。公司加大海外市场深耕力度，已在新加坡、马来西亚、匈牙 ...

奥浦迈 20250428 摘要 奥浦迈公司在战略布局上取得了多项进展。太仓工厂琼脂糖产线及液体培养基 灌装线已正式投入试运营，这不仅增强了新产品工艺开发和生产能力，还能替 代进口高端琼脂糖产品。此外，美国全职子公司的实验室已正式运营，并吸引 了一些优秀人才加入，使得美国项目可以直接进行细胞培养基应用开发实验。 同时，公司加快推进美国工厂建设，以应对双边贸易战带来的挑战。在国际化 方面，公司正在推动收购腾讯项目，将 CR CDMO 延伸为 CRDMO，进一步完 善细胞培养产品与服务整合解决方案。 奥浦迈公司的未来发展前景如何？ 尽管国际形势复杂且充满变化，但奥浦迈公司已经做好准备迎接新一轮的快速 增长。不论外部环境如何挑战，公司都能够稳扎稳打地实现业务增长和国际化 进度，为股东创造更大的价值。在接下来的第二季度，公司将继续努力推动各 项业务的发展，并期待未来持续可观的增长。 • 奥浦迈 2025 年一季度营收 8,367.8 万元，同比增长 4.98%；归母净利润 1,466 万元，同比下降 25%，主要因研发投入增加导致税费增加，预计四 季度税费调整后业绩将改善。培养基业务稳健增长 2.5%，未发货订单增 加 ...

Core Insights - Zhejiang Huaye (301616) reported strong financial performance for 2024, with total revenue of 892 million yuan, a year-on-year increase of 21.20%, and a net profit attributable to shareholders of 92.94 million yuan, up 32.21% [1] - The company continued its growth in Q1 2025, achieving revenue of 215 million yuan, a 22.19% increase year-on-year, and a net profit of 16.90 million yuan, up 30.16% [1] - The plastic machinery industry in China has established a mature industrial system, with main business income of 104.9 billion yuan in 2024, a 9% increase, and total profit of 10.4 billion yuan, up 12% [2] Financial Performance - In 2024, Zhejiang Huaye's basic earnings per share were 1.549 yuan, and the weighted average return on net assets was 10.64% [1] - The company's revenue and profit growth were driven by strong demand in the downstream industry and stable partnerships with major plastic molding equipment manufacturers [1] Industry Overview - The plastic machinery industry is dominated by injection molding machines, which account for over 40% of the output value and are widely used in automotive, home appliances, and 3C industries [1] - China's plastic molding equipment production accounts for over 50% of the global market, with domestic market share increasing from 78% in 2019 to 83% in 2020 [2] Company Positioning - Zhejiang Huaye focuses on the R&D, production, and sales of core components for plastic machinery, such as screws and barrels, and has built a strong industry understanding [2] - The company has established a comprehensive and efficient production management system to meet the supply needs of brand and medium-to-large customers [3] Technological Advancements - In 2024, the company's R&D investment reached 30.05 million yuan, a 30.77% increase, leading to several industry-leading technologies [5] - The company has developed a patented method for producing wear-resistant layers for screws and barrels, combining traditional centrifugal casting techniques [5] Market Strategy - Zhejiang Huaye has successfully penetrated international markets, exporting to countries like Canada, the USA, and Germany, and has established long-term partnerships with major global and domestic players [5] - The company aims to enhance its global presence and become a leading manufacturer of core components for plastic molding equipment, focusing on customized production to meet specific client needs [6]

证券代码：300441 证券简称：鲍斯股份 问题四：真空泵产品的应用情况？ 答复：公司真空泵业务板块经过多年的积累与发展，在技术和生产工艺方面取 得了显著进步，拥有先进的设计制造能力，并构建了完善的产品体系。公司产品线 丰富，涵盖螺杆真空泵、旋片真空泵、涡旋真空泵等多种类型，品类齐全，能够满 足光伏、家电、化工、食品等不同行业的多样化需求。凭借卓越的产品性能和完善 的售后服务，公司产品得到了市场和客户的广泛认可，品牌影响力不断提升，推动 了业务的快速发展。未来，公司将继续坚持以市场为导向，加大研发投入，持续提 升技术创新能力和生产工艺水平，积极拓展新的应用领 域。 问题五：液压泵产品的应用情况？ 答复：公司液压泵业务板块主要由子公司威克斯液压负责，涵盖液压泵及伺服 节能系统的研发、设计、生产和销售。威克斯液压专注于液压泵及伺服节能系统领 域，经过多年发展，产品链不断扩展，现已形成种类齐全、规格多样的产品系列， 包括叶片泵、内啮合齿轮泵、液压伺服系统等，产品广泛运用于注塑机、压铸机、 制鞋机、打包机、船舶机械、环卫机械等工业领域，并成功入选工信部第三批专精 特新"小巨人"企业。未来，威克斯液压将继续坚持引进、创 ...