Core Viewpoint - The company reported significant growth in its first-quarter performance for 2025, with substantial increases in revenue and net profit, driven by strong demand in the rare earth market and effective operational strategies [2][4][5]. Financial Performance - In Q1 2025, the company achieved operating revenue of 9.28 billion, up from 5.76 billion in the same period last year, representing a year-on-year increase of 61.19% [2]. - The net profit attributable to shareholders was 430 million, compared to 52 million in the previous year, marking a remarkable growth of 727.3% [2]. - The net profit after deducting non-recurring gains and losses was also 430 million, a staggering increase of 11622.98% year-on-year [2]. Production and Sales - The production of rare earth oxides reached 5,700 tons, a year-on-year increase of 33.99%, while sales volume was 10,600 tons, up 57.61% [2]. - Rare earth salts production was 37,400 tons, with a sales volume of 32,100 tons, reflecting a production increase of 1.25% and a sales increase of 52.95% [2]. - The production of rare earth metals was 12,100 tons, with sales of 11,300 tons, showing a production increase of 56.50% and a sales increase of 46.55% [2]. - Magnetic materials production was 16,400 tons, with sales of 16,200 tons, indicating a production increase of 40.88% and a sales increase of 46.63% [2]. Market Strategy - The company has optimized its production structure and marketing strategies, leading to increased sales of major products [3]. - A new pricing mechanism has been implemented to enhance the company's pricing power and market influence [3]. - The company is actively expanding compliant trade channels, resulting in increased trade revenue from rare earth products [3]. Industry Outlook - The rare earth industry is experiencing overall profitability and growth, with the company maintaining a leading position among its peers [5]. - The government has shown strong support for the rare earth industry, implementing policies to optimize resource allocation and enhance industry resilience [6][7]. - The company is optimistic about the long-term development prospects of the rare earth industry, particularly in the context of the "dual carbon" strategy and the growth of new energy and materials sectors [8]. Project Development - The company's green smelting upgrade project is progressing smoothly, with the first phase already operational and the second phase planned to start construction in the second half of 2025 [9][10]. - This project aims to enhance the automation and efficiency of rare earth smelting processes, contributing to the company's goal of becoming a leading player in the global rare earth market [10]. Investment and Expansion - The company has received a bank loan at an interest rate of 1.95% to support its shareholding increase plan, reflecting confidence in its future development [11]. - The company is closely monitoring developments in the hydrogen energy sector and has initiated research and development in solid-state hydrogen storage materials [12].

Group 1 - *ST Jinguang (600190) will be subject to mandatory delisting due to major violations, with trading suspension starting from May 30, 2025 [2] - The company was found to have inflated profits through false trade activities and misreporting, with inflated profits of 36.10 million yuan in 2022, 68.09 million yuan in 2023, and 15.38 million yuan in Q1 2024 [2] - The stock will enter a delisting transition period for 15 trading days after the delisting decision, followed by a five-day period before being officially delisted [2] Group 2 - Central state-owned enterprises (SOEs) are accelerating market value management, with several companies releasing market value management systems [4] - Local and enterprise-level efforts are expected to enhance the pace of market value management, particularly for low-priced and low-market-cap companies, by the second half of 2025 [4] - 16 potential stocks have been identified based on criteria of stock price below 8 yuan and market capitalization below 8 billion yuan [5] Group 3 - Jishi Media, a local state-owned enterprise, is focusing on strategic emerging industries and digital transformation to enhance its asset scale and profitability [5][6] - The company reported a revenue of 499 million yuan in Q1, a year-on-year increase of 23.14%, marking the highest growth rate since its listing [7] - The company is actively collaborating on digital infrastructure projects to boost its capabilities in various sectors [6] Group 4 - Two potential stocks, Liyuan New Energy and ST Chenming, have seen continuous institutional buying over the past two years, with significant net purchases recorded [8] - Liyuan New Energy focuses on wind and solar power generation, with a notable increase in social security fund holdings [8]

另外，截至目前，宁夏已有11家次上市公司开展回购增持超5亿元，其中3家公司积极使用了股票回购增 持再贷款工具，占比18.75%。 北方民族大学经济学院教授张晓凤在接受《证券日报》记者采访时表示，宁夏上市公司业绩实现稳健增 长，并积极通过现金分红、回购增持等多种方式回馈投资者，非常有助于提升投资者的获得感，并提振 投资者的投资信心。 为进一步加强宁夏辖区上市公司与投资者的沟通交流，切实保护投资者合法权益，5月28日，在宁夏证 监局指导下，由宁夏上市公司协会、深圳市全景网络有限公司主办的"宁夏辖区上市公司投资者集体接 待日暨2024年度业绩说明会"在银川市举行。截至目前，宁夏已连续18年举办投资者集体接待日暨业绩 说明会活动。 2024年，宁夏16家上市公司实现营业收入623.38亿元，同比增长4.40%；实现净利润64.77亿元，同比增 长5.43%。同时，宁夏9家上市公司披露实施现金分红36.89亿元，同比增长41.85%，分红上市公司家数 与分红金额均创历史新高，显示出宁夏上市公司以扎实业绩和真金白银回报投资者的力度进一步增强。 宁夏证监局上述相关负责人表示，宁夏证监局将始终把保护投资者合法权益作为工作的出 ...

证券代码：003040 证券简称：楚天龙 楚天龙股份有限公司投资者关系活动记录表 编号：【2025】0529 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □业绩说明会 □媒体采访 | | 别 | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 | | 参与单位名称及人 | 1、广东省经纬综合能源股份有限公司 | | | 刘畅 刘蒙 2、东兴证券股份有限公司 | | | 3、东兴证券股份有限公司 王健辉 | | | 张宇博 4、北京明澄私募基金管理有限公司 | | | 5、艳珍投资管理（上海）有限公司 王翔 | | 员 | 王鹏 6、北京风炎私募基金管理有限公司 | | | 7、上海琦轩投资管理有限公司 吴建军 | | | 8、兴业银行刘溢 | | | 9、北京潇湘投资管理有限公司 宋梅芳 | | | 10、申万宏源股份有限公司 张克 | | | 11、开源资产评估有限公司刘永华 | | 时间 | 2025 年 5 月 29 日 14:10-15:10 | | 地点 | 北京公司 号会议室 1 | | 上市公司接待人员 | 董事、董事会秘 ...

业收入分别为2703.29亿元、2934.03亿元、3036.40亿元和789.28亿元；同期归母净利润分别为200.42亿 元、211.19亿元、320.51亿元和101.67亿元。 员工持股计划热度持续 作为市值管理的关键举措之一，近期多家上市公司纷纷对外公布了员工持股计划。 5月27日，康希通信和紫金矿业均对外发布了2025年员工持股计划（草案）。康希通信是一家专业的射 频前端芯片设计企业，采用Fabless经营模式，主要从事Wi-Fi射频前端芯片及模组的研发、设计及销 售。公告显示，康希通信本次员工持股计划拟筹集资金总额不超过330.70万元，每份认购份额为1元， 合计认购份额不超过56.9198万份。具体的份额将根据实际出资缴款金额确定。 紫金矿业本次员工持股计划参加对象为公司及下属公司管理及技术骨干以上人员、公司优秀青年人才以 及公司董事会认为需要激励的其他人员，总人数不超过2500人。任何一名持有人所认购员工持股计划份 额对应的公司股份数量均不超过150万股。本员工持股计划受让价格为公司股份回购交易均价的70%， 即10.89元/股，资金来源为员工合法薪酬、自筹资金及其他合法合规方式获得的资金等 ...

| 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 | | | | | √其他 | | | | 参与单位名称及 人员姓名 | 中信证券 管宸昊；易方达 张仲宸 | | | | 时间 | 年 月 日 2025 29 | 5 | 9:00-10:00 | | 地点 | 上海浦东香格里拉大酒店 | | | | 上市公司接待人 员姓名 | 公司董事、副总裁、董事会秘书 张鸿志 | | | | | 公司董事会办公室主任 琛 陈 | | | | 投资者关系活动 主要内容介绍 | 一、公司基本情况：公司发展历程、主营业务、公司产品等。 | | | | | 二、互动交流情况： | | | | | 1、请介绍未来预计的商誉减值的情况？ | | | | | 答：公司目前商誉账面余额主要与河北新欧汽车零部件科技有限公 | | | | | 年密 司相关，商誉减值受河北新欧当期及未来经营业绩影响，2024 | | | | | 封部件板块经营数据达标没有计 ...

和元生物技术（上海）股份有限公司 为践行以"投资者为本"的上市公司发展理念，维护公司全体股东利益，增 强投资者信心，促进公司健康可持续发展，和元生物技术（上海）股份有限公司 （以下简称"公司"）基于对公司未来发展前景的信心及内在价值的认可，结合 自身发展战略和经营情况，制定了公司 2025 年度"提质增效重回报"专项行动 方案，以进一步提升公司经营质量效率，保障投资者合法权益，塑造良好的资本 市场形象。具体措施方案如下： 一、聚焦主营业务，提升核心竞争力 公司聚焦并深耕细胞和基因治疗技术服务领域多年，专注于为细胞和基因治 疗的基础研究提供基因治疗载体研制、基因功能研究、药物靶点及药效研究等 CRO 服务；为细胞和基因治疗药物的研发提供工艺开发及测试、IND-CMC 药学研 究、临床样品及商业化产品的 GMP 生产等 CDMO 服务；为再生医学及抗衰领域提 供细胞制备、重组蛋白/外泌体等细胞衍生物生产、细胞存储等技术服务。 近两年来受到创新药行业整体发展波折的影响，公司 CDMO 业务业绩出现亏 损；面对国内生物医药领域面临的新挑战，2025 年度，公司坚持"客户第一" "守 正创新"的经营理念，将积极采取各项 ...

Core Viewpoint - The company held a successful online performance briefing for the fiscal year 2024 and the first quarter of 2025, with a 100% response rate to investor questions, indicating strong investor engagement and transparency [1]. Group 1: Financial Performance and Management - The company's overall asset-liability ratio is at a healthy level, with both the headquarters and subsidiaries maintaining lower-than-industry average debt levels [2]. - The company has developed a market value management plan and is actively working on it, responding to shareholder requests and stock price trends [2][3]. - The company reported that its first-quarter performance was impacted by various factors, including price competition in the consumer electronics market, leading to a decline in gross margins [8][29]. Group 2: Business Operations and Market Position - The company is focusing on core product development in response to customer demands and market trends, particularly in the areas of AI, automotive electronics, and new technologies [4][9]. - The company has successfully maintained stable supply relationships with major clients, including those in the server and mobile phone industries [8][11]. - The company is optimistic about the growth potential in the automotive electronics and AI sectors, which are expected to drive demand for magnetic components [9][48]. Group 3: Future Outlook and Strategic Initiatives - The company plans to continue increasing R&D investments, particularly in high-performance and high-value-added products, to enhance competitiveness [7][10]. - The company aims to maintain a strong focus on key markets such as cloud data centers, automotive electronics, and renewable energy storage [9][48]. - The company is exploring new business opportunities in emerging fields like robotics and health care, which are anticipated to contribute to future growth [9][10].

Group 1 - The company emphasizes the importance of market value management and aims to enhance both market value and intrinsic value through various measures, including optimizing core business layout, improving internal processes, controlling costs, and expanding market share [1] - The company plans to establish a comprehensive communication system for investor relations management to enhance trust through multi-channel interactions [1] - The company is committed to brand building by improving its reputation through high-quality products and services, aiming for synergistic growth in market value and intrinsic value to create long-term value for investors [1] Group 2 - The company plans to distribute cash dividends of 2.28 yuan (including tax) for every 10 shares based on a total share capital of 87,834,772 shares as of March 31, 2025, totaling 20,026,328.02 yuan (including tax) [2] - The company will consider a mid-term dividend distribution in the second half of 2025 or after the third quarter, depending on the cumulative undistributed profits and current performance [2] - The company specializes in manufacturing automotive sunroofs and provides comprehensive solutions for various automotive components, serving well-known domestic and international automotive manufacturers [2]

Core Viewpoint - The company held its annual performance briefing for 2024, showcasing strong investor engagement with a 100% response rate to questions raised during the event [1] Group 1: Financial Performance - The company reported a 9.28% increase in revenue for 2024, while profit decreased by 1.41% due to increased investments in market expansion and product development [6] - In Q1 2025, the company recorded revenue of 10,695.11 million, a decrease of 6.46% year-on-year, but net profit increased by 26.81% [8][13] Group 2: Production and Capacity Expansion - The construction of the Chuzhou subsidiary factory began in November 2023, with completion expected by the end of December 2024 and production to start by June 2026 [2] - The company aims to establish a production model centered around its Ningbo headquarters, with multiple production bases in Ningbo, Zhongshan, and Chuzhou [2] Group 3: Research and Development - The company invested 1,978.03 million in R&D in 2024, accounting for 4.01% of revenue, and has 16 ongoing R&D projects [6] - The company has launched new products, including carbon-neutral masterbatches, and is focusing on innovative and differentiated products to capture market opportunities [6][9] Group 4: Market Position and Strategy - The company is recognized as a leading supplier in the plastic masterbatch industry, with its brand "Mingzhou" acknowledged as a famous trademark in Zhejiang province [7] - The company emphasizes quality management, technological innovation, and talent development to maintain its competitive edge and achieve sustainable growth [6][9] Group 5: Industry Outlook - The plastic masterbatch industry is expected to grow alongside the plastic processing industry in China, with significant development potential driven by trends towards functionalization, lightweighting, and sustainability [9]