5月15日，娃哈哈方面对相关情况做出说明称，去年因水产品市场需求快速增长，公司的产品结构对应调整， 导致公司出现产能紧张，迅速启动了应对措施，委托代工厂生产同时进行自有设备改造与投资新建工厂。为增 强终端市场的响应能力，需要调整优化产销布局结构，导致部分工厂停工停产。"对于停工停产的公司，我司 已按相关法律程序开展清算流程。目前，我们已完成18条高速产线的布局，并新建落成多个现代化工厂，现阶 段公司产能会随着新产线的投产稳定供应，完全实现自主生产。"娃哈哈方面表示。 微信编辑 | 龙王 近日，有报道称娃哈哈陕西公司多位一线职工反映，他们所在的乳品车间于2025年2月停产，车间50余名一线 员工被迫停工，而公司未给出合理的解决方案。 ...

Broadwind (BWEN) Q1 2025 Earnings Call May 13, 2025 11:00 AM ET Company Participants Thomas Ciccone - VP & CFOEric Blashford - CEO, President & Director Conference Call Participants Justin Clare - MD & Research AnalystSameer Joshi - Senior Equity Research AnalystEric Stine - Senior Research Analyst Operator Greetings and welcome to Broadwind's First Quarter and Full Year twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will f ...

3.请问捷佳伟创在 2024 年半导体设备上营收占比大概有多少？另 外捷佳在 XBC 上有哪些优势？最近有部分厂商在加速 BC 产能建设。 答：您好！目前公司主要业务为光伏电池装备的研发、生产与销 售，半导体设备业务占比较小。公司作为技术平台型企业，在 TOPCon、HJT、XBC、钙钛矿及叠层等技术路线均有布局，并都可以 提供整线设备，谢谢！ 4.请问下 2025 年一季度合同负债 131 亿余额对应预付商品款，能 否说说目前 TOPCon、HJT 和 BC 订单的占比，我翻阅了贵司的公告 和问董秘信息，已很久没提及订单比例，能否详细说说？ 证券代码：300724 证券简称：捷佳伟创 深圳市捷佳伟创新能源装备股份有限公司 投资者关系活动记录表 编号： 2025-001 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 □电话会议 □其他（请文字说明其他活动内容） 参与单位名称 及人员姓名 捷佳伟创 2024 年度业绩说明会采用网络远程方式进行，面向全体投资 者 时间 2025 年 5 月 12 日 15:00-16:30 地点 深圳证券交易所" ...

Financial Data and Key Metrics Changes - Revenues decreased by 7% year-over-year, with adjusted EPS at negative $0.12, down $0.25 from the previous year [6][23] - Adjusted operating margin was negative 0.3%, and adjusted TTS operating margin was 0.4% net of fuel surcharges [6][23] - Operating cash flow was $29 million for the quarter, representing 4% of total revenue, with free cash flow at $37 million or 5% of total revenues [32] Business Line Data and Key Metrics Changes - Truckload Transportation Services (TTS) total revenue was $502 million, down 9%, with revenues net of fuel surcharges declining 7% to $444 million [24] - Dedicated revenue net of fuel was $279 million, down 7%, representing 64% of TTS trucking revenues [25] - One Way Truckload revenue net of fuel was $154 million, a decrease of 9%, with revenue per truck per week decreasing 3.2% [27] Market Data and Key Metrics Changes - Approximately 10% of total revenues are from cross-border Mexico shipments, with a strong presence in manufacturing, industrial, and food and beverage products [19][20] - The retail vertical accounted for 62% of revenues in 2024, with stable volumes observed across discount retail customers [21] Company Strategy and Development Direction - The company is focused on three priorities: driving growth in core business, operational excellence, and capital efficiency [13][16] - The dedicated business is expected to benefit from supply chain uncertainty in 2025, with a strong pipeline of new contracts [9] - The company plans to increase its cost savings target for 2025 from $25 million to $40 million, aiming for a more cost-efficient operating model [31] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that first-quarter results did not meet expectations due to elevated insurance costs, extreme weather, and IT spending [5][6] - The company remains optimistic about long-term growth despite current challenges, citing structural improvements and strategic investments [40] - Management highlighted the importance of legislative reform to address nuclear verdicts and insurance claims, which continue to pressure results [58][61] Other Important Information - The company closed a new $300 million credit facility, increasing liquidity to $777 million, up nearly 70% from year-end [32][34] - The average age of the truck and trailer fleet at the end of the first quarter was 2.2 and 5.4 years, respectively [38] Q&A Session Summary Question: Discussion on dedicated margins versus OTR - Management indicated that dedicated margins typically outperform one-way margins, with recent wins expected to improve overall network health [44][46] Question: Insurance concerns and potential resolutions - Management emphasized the need for tort reform and legislative changes to mitigate the impact of nuclear verdicts on insurance costs [57][58] Question: Market capacity and demand issues - Management noted that while demand indicators were strong, tariff uncertainty and network disruptions have created challenges, but they expect capacity attrition to accelerate [66][68] Question: Volume exposure to overseas imports - Approximately 10% of one-way volume is exposed to the West Coast, with management expressing optimism about the resilience of retail customers despite uncertainties [74][80] Question: Performance of recent acquisitions - Management acknowledged that while acquisitions have not yet leveraged expected operating efficiencies, they remain optimistic about customer acceptance and growth [82][84]

答：公司2025年一季度断奶仔猪成本为308元/头，育肥完全成本13.62元/公斤，相较2024年第四季度 13.93元/公斤下降0.31元/公斤。2024年至今，公司养殖关键指标持续优化。育肥成活率从2023年88.7% 提升至2024年91.3%，2025年一季度为92.72%；出栏肥猪均重从2023年110公斤提升至2024年118公斤， 2025年一季度为121公斤。 问：公司自2024年以来开展了一系列降本增效和产能调整的工作，请具体介绍一下相关工作进展。 答：公司主要从以下几个方面优化内部运营管理，推进养殖成绩改善1、人效方面，汉世伟集团员工人 数从2024年初7000余人降至2025一季度末5000余人，降幅约30%；2、设施方面，公司数智化防非技改 猪场的数量及满负荷率稳步上升，技改后猪场的料肉比等指标有明显改善；3、产能调整方面，公司已 基本完成山东区域调整工作，截至2025年一季度末，山东大区自建及租赁育肥场数量已降至10个，能繁 母猪存栏量降至5.58万头，同时公司也持续推进养殖成绩落后猪场的动态优化；4、养殖模式方面，公 司育肥合伙人模式已日趋成熟、各项指标稳定在优良水平，2025年一 ...