美康生物科技股份有限公司 投资者关系活动记录表 编号：2025-01 美康生物科技股份有限公司 证券代码：300439 证券简称：美康生物 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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 网上业绩说明会：通过全景网参会的网上投资者及网友 时间 2025 年 4 月 30 日 (周三) 下午 15:00~17:00 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 上市公司接待人 员姓名 1、董事长邹炳德 2、总经理邹继华 3、董事会秘书、财务总监熊慧萍 4、独立董事徐玲 5、保荐代表人张晓红 投资者关系活动 主要内容介绍 公司主要就 2024 年度及 2025 年第一季度的经营业绩情况 及发展战略等方面进行交流并做了相关介绍，主要情况如下： （一）开场致辞 各位投资者朋友们，下午好！今天非常高兴能够通过网络， 与各位投资者朋友就美康生物 2024 年年度经营情况进行交流。 同时，也感谢全景网路演中心对 ...

Core Insights - Meta has officially launched an independent AI assistant application, aiming to compete with OpenAI, Anthropic, and xAI [1] - The application is based on Meta's Llama AI model and features a "Discover" information stream to showcase user interactions [1] - The launch follows similar releases from Google and xAI, with Meta's Q1 earnings report expected to provide insights into the commercial impact of its AI strategy [1] Group 1 - Meta's AI chatbot, introduced in September 2023, serves as a generative AI digital assistant integrated into existing applications, replacing search functions on Facebook, Instagram, WhatsApp, and Messenger [3] - As of January 2023, Meta AI has approximately 700 million monthly active users, an increase from 600 million in December 2022 [3] Group 2 - The new AI application aims to differentiate itself through personalized features that utilize user-shared data on Meta products, currently available in the U.S. and Canada [4] - Users can provide additional personal information to enhance future interactions with the AI, such as dietary preferences [4] - The "Discover" feature allows users to share their AI usage experiences, potentially amplifying trends in generative AI [4] Group 3 - User reactions to the app are mixed, with some expressing curiosity about its personalized features and potential to challenge ChatGPT, while others raise concerns about privacy, regional limitations, and underdeveloped functionalities [4][5] - Some users describe the app's personalized features as "ordinary" despite the perceived advantage of leveraging Facebook and Instagram data [5][6] - Comments from users reflect a mix of humor and skepticism regarding Meta's ambitions in the AI space [8][9]

Group 1: Company Overview - Haoxin Holdings (HXHX) experienced a 3.8% increase in stock price, reaching $1.91 per share, with a total market capitalization of $26.26 million as of April 29 [1] - As of June 30, 2022, Haoxin Holdings reported total revenue of $11.81 million, a year-on-year increase of 13.26%, while net profit attributable to shareholders was $1.39 million, a decrease of 12.63% [1] - Established in 2009, Haoxin Holdings operates in the logistics industry, focusing on container shipping, freight forwarding, and cold chain transportation [1] Group 2: Business Strategy and Market Position - Since 2013, the company has been expanding its operations in the cold chain logistics sector, aiming to become a leading cold chain logistics provider in the Yangtze River Delta region of China [1] - The company's primary market operations are centered around Ningbo-Zhoushan Port, extending to major distribution centers in Shanghai, Guangzhou, Shenzhen, Hangzhou, Yantai, and Guangxi [1] - The cold chain transportation industry in China is still in its infancy, with a market share less than one-tenth of that in Europe and the U.S., presenting significant growth opportunities for Haoxin [1] Group 3: Technological Advancements and Services - The company has implemented a state-of-the-art logistics management system to verify pricing with clients and enhance vehicle dispatch efficiency [2] - A full satellite positioning system has been introduced to monitor vehicle locations and driving speeds, ensuring safety and timely transportation [2] - Haoxin Holdings offers personalized and customized logistics services, designing comprehensive logistics solutions based on real-time information analysis to improve management efficiency and reduce operational costs [2]

"五一"假期在即，旅游高峰到来。按照铁路部门预计，铁路"五一"假期运输自4月29日至5月6日共计8 天，因探亲流、旅游流交织，旅客出行总量将进一步提升。其中，中国铁路北京局预计8日内发送旅客 1174万人次(日均146.8万人次)，同比增长41.3万人次。另据国家移民管理局预计，假期全国口岸日均出 入境人员将达215万人次，较去年同期增长27%。 有自由拼假的"五一"长线游，有一心寻清静的逆向小众游，还有云端过把瘾的预制游……部分在线旅游 平台统计显示，今年"五一"假期，"深度游""长线游"需求快速释放，"小众游"持续升温，人均出游消费 金额较去年同期出现大幅增长。 拼个长假 5天假期不长不短，怎么安排更合适？某在线旅游平台根据用户预订信息发现，节前"请4休10"、节 后"请4休11"的自由拼假方式，较去年"五一"假期更加火热，呈现出明显的"长线游""深度游"特征，尤 其国内深度游需求正快速释放，不仅国内机票预订量在去年"五一"强劲增长的基础上，同比上扬约 30%，海南、新疆、西藏、云南、贵州等长线游目的地商品的预订量，增速领先全国。 在目的地方面，传统热门旅游城市仍持续吸客，上海、北京、杭州、广州、成都、深 ...

证券代码：301103 证券简称：何氏眼科 辽宁何氏眼科医院集团股份有限公司投资者关系活动记录表 编号：2025-002 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（电话会议） 参与机构及 人员 线上参与公司2024年度网上业绩说明会的投资者 时间 2025年4月29日 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接 待人员姓名 董事长 何伟先生 董事、董事会秘书 周晋峰先生 副总经理 郑春晖先生 财务总监 何跃华先生 独立董事 朱杰女士 保荐代表人 钟坚刚先生 投资者关系 活动主要内 容介绍 主要交流内容如下： 1、对并购的标的有什么需求么？ 答：尊敬的投资者： 您好！感谢您对公司发展战略及并购项目的关注。现就公司 并购标的选取标准说明如下： 公司始终秉持审慎、稳健的投资原则，一直在接触并跟踪相 关的并购标的，在并购项目实施过程中严格执行以下标准： 一、战略协同性 并购标的必须与公司整体发展战略高度契合，能够与公司"智 | 慧光明城"战略目标相关的产业链整合、技术升级或市场拓展，实 | ...

图为2025中国国际珠宝首饰展览会上展出的陨石原石。 黄芷凌 摄 订单量不断上涨 陨石饰品市场持续升温 "我们主营陨石原石批发，很多饰品厂商都是我们的客户。特别是近两年，随着消费者对陨石饰品的兴趣持续升 温，我们的订单量也不断增长。"在2025中国国际珠宝首饰展览会上，一位展商告诉记者。 4月17日至21日，2025中国国际珠宝首饰展览会在北京举行。记者在展会上看到，除精美的翡翠玉石、珍珠玛瑙 与彩色宝石外，多家参展商展示的陨石原石及饰品吸引了不少消费者驻足咨询和购买。 "我以前从不知道陨石还能做成饰品。"消费者张先生一边拿起一块陨石对着灯光仔细端详，一边对记者说，"陨 石独特的金属光泽和来自外太空的身份，都让我觉得格外迷人。我打算让店家将其制作成一条项链。" 近年来，除装饰和保值等实用功能外，个性化表达与情感寄托逐渐成为消费者对饰品的重要需求。而作为"天外 来客"的陨石饰品契合了这一发展趋势，越来越多地出现在消费者的日常装扮中。但业内人士提醒，目前陨石饰 品质量参差不齐，消费者需选择信誉良好、有正规经营资质的商家，或通过陨石行业专业科学场馆、博物馆等官 方渠道购买。 本报记者 赵 曦 □ 黄芷凌 记者了解到 ...

Core Viewpoint - The company has shown solid revenue growth and profitability in the education sector, with a focus on personalized education and accelerated acquisitions in vocational training, despite some pressure on profit margins due to expansion costs [1][2][4]. Financial Performance - In 2024, the company achieved a revenue of 2.79 billion yuan, a year-on-year increase of 25.9%, and a net profit attributable to shareholders of 180 million yuan, up 16.8% year-on-year [1]. - The fourth quarter of 2024 saw a revenue of 540 million yuan, a 28.6% increase year-on-year, but a significant drop in net profit to 3.96 million yuan, down 89.2% year-on-year [1]. - For the first quarter of 2025, the company reported a revenue of 860 million yuan, a 22.5% increase year-on-year, and a net profit of 70 million yuan, up 47% year-on-year [1]. Business Segments - The company’s education training service revenue reached 2.697 billion yuan in 2024, with a year-on-year growth of 25.64% [1]. - The number of personalized learning centers increased from over 240 to more than 300, covering over 100 cities, with more than 4,000 full-time teachers [1]. - The company completed acquisitions of two vocational schools in 2024, further solidifying its position in the vocational education sector [1]. Profitability Metrics - The gross margin for 2024 was 34.56%, down 1.95 percentage points year-on-year, primarily due to the expansion of personalized learning centers [2]. - The net profit margin for 2024 was 6.33%, a decrease of 0.56 percentage points year-on-year [2]. - In the first quarter of 2025, the gross margin was 32.02%, a decline of 0.4 percentage points year-on-year [3]. Strategic Initiatives - The company announced a stock buyback plan of 110 to 150 million yuan to enhance shareholder value and demonstrate confidence in its long-term growth [3]. - The buyback will prioritize share cancellation, with an amount of 60 million yuan allocated for this purpose [3]. Industry Outlook - The education sector is gradually stabilizing, with the company positioned as a leading player in high school one-on-one training, showcasing a unique market presence [4]. - The company has cleared its debt to a major shareholder, improving its financial cost structure and potentially accelerating growth under the leadership of its founder [4].

Group 1 - WuXi AppTec reported a 20.96% year-on-year increase in revenue for Q1 2025, reaching 9.655 billion yuan, and a net profit of 3.672 billion yuan, reflecting an 89.06% growth [1] - The strong growth momentum highlights WuXi AppTec's competitive strength and leading position in the pharmaceutical research and development service sector [1] Group 2 - Paig Bio has passed the hearing for its upcoming IPO on the Hong Kong Stock Exchange, with a valuation of 4 billion yuan after 8 rounds of financing [2] - The company focuses on innovative therapies for chronic diseases, and despite a net loss of 283 million yuan in 2024, it has significant potential for its core products [2] Group 3 - Merck KGaA announced its acquisition of SpringWorks for approximately 3.9 billion USD, which is a strategic move to enhance its oncology portfolio [3] - SpringWorks specializes in developing drugs for cancer and rare tumors, with products like Ogsiveo and Gomekli, which will strengthen Merck's position in cancer treatment [3] Group 4 - The European Union has approved a Phase III clinical trial for HLX22, a novel anti-HER2 monoclonal antibody, in combination with trastuzumab and chemotherapy for HER2-positive gastric cancer [4] - This approval offers new hope for patients with HER2-positive gastric cancer, as there are currently no similar dual-target therapies approved globally [4] Group 5 - Likang Life Sciences has successfully administered the first dose of its AI-driven personalized mRNA tumor vaccine, marking a significant breakthrough in China's tumor immunotherapy field [5] - This development is expected to usher in a new era of personalized cancer treatment, providing new hope for patients with advanced solid tumors [5]

随着人口老龄化问题的加剧，长期卧床的老年患者、残障患者及重病患者数量增多，导致褥疮的发生率上升。褥疮不仅是一个公共健康 问题，也给医疗系统和患者带来了巨大的负担。因此，治疗褥疮的药物和敷料需求持续增长。 产品种类丰富 目前治疗褥疮的药物主要分为两大类：敷料类和抗生素类药膏。敷料类产品包括水胶体敷料、泡沫敷料、银离子敷料等，主要用于创面 保护和促进愈合；抗生素药膏如莫匹罗星软膏、红霉素软膏等，用于防治创面感染。随着科技进步，越来越多的新型敷料（如生物可降 解敷料）和具有抗菌、促进愈合作用的药物投入市场，治疗效果不断提升。 褥疮类药物是指用于预防、治疗和管理因长时间压力导致的皮肤及皮下组织损伤（即褥疮或压疮）的一类药物和护理产品。这些药物和 产品旨在减轻疼痛、控制感染、促进伤口愈合，并尽量减少并发症的发生。本报告统计范围包括患者中最常用的褥疮敷料和抗生素药 膏。 褥疮类药物行业目前现状分析 市场需求增长 技术创新推动行业发展 新技术和新材料的应用，尤其是水凝胶、泡沫敷料和银离子敷料等高科技产品，使得治疗褥疮的效果更加显著。这些产品具有更好的吸 湿性、抗菌性和创面保护性，改善了患者的使用体验和治疗效果。同时，生物医 ...

央广网北京4月28日消息（记者王娴）据中央广播电视总台中国之声《新闻有观点》报道，200毫升 的"轻量杯"已是流行款的上限，120毫升的"袖珍杯"才正中下怀。按照一口能喝50毫升计算，两口半就 能解决的"袖珍杯"究竟谁在买？从大容积保温杯，到两口一杯的"袖珍杯"，保温杯怎么越做越小？个性 化需求的创新背后，又反映出怎样的消费迭代趋势？ 大容量到袖珍杯，保温杯怎么越做越小？ 场景多元化的背景下催生的新消费需求逐渐影响到杯壶行业，在许崇毅看来，口袋杯、迷你杯这类 袖珍保温杯的流行，是杯壶行业个性化消费趋势的一种典型表现。针对旅行外出、工作生活等不同场景 需求推动下的产品设计，也随着"用途的精细化"不断加强，保温杯的多元化正成为趋势。 中央广播电视总台中国之声《新闻有观点》特别策划"行业洞察"，对话中国日用杂品工业协会杯壶 分会秘书长许崇毅、国产著名杯壶制造企业副总经理姚益权，一起聊聊小小保温杯的大变迁。 消费者为何青睐袖珍的保温杯？许崇毅从"适宜焖泡、携带方便"来分析。在他看来，袖珍保温杯完 美解决了当下年轻消费者外出携带不便的难题，符合了年轻人追求精巧方便的消费需求。同时，"这种 小容量的保温杯特别适合焖泡虫草 ...