证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 编号：2025-002 | | 媒体采访 □业绩说明会 | | 特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | --- | --- | | 投资者关系 | | | | | | | | □新闻发布会 □路演活动 | | | | | | 活动类别 | □现场参观 □投资者接待日活动 | | | | | | | □其他 | | | | | | | 2025 年 5 月 21 日上午：东方财富证券、中财保理、朴润资 | | | | | | 参与单位名称 | 产； | | | | | | 及人员姓名 | 2025 年 5 月 21 日下午：中泰证券； | | | | | | | 2025 年 5 月 22 日上午：华创证券、建信养老、人保养老。 | | | | | | 时间 | 2025 年 5 月 21 日-2025 年 5 月 22 日 | | | | | | 地点 | 浙江省台州市椒江区岩头工业区海虹路 71 号公司会议室 | | | | | | | 董事会秘书：颜康； | | ...

| 维持高位。动保系列产品依旧保持着强竞争性，在高端市场 | | --- | | 市占率保持前端水平，同时抓住机会拓展普通市场份额。 | | 在原料药管线布局方面，公司已覆盖抗感染、降糖、皮 | | 肤科、眼科用药及精神类药物等多个领域，相关产品正处于 | | 小试、中试、验证等不同研发阶段。其中部分眼科用药、精 | | 神类原料药按计划启动中国、韩国、日本等市场报批。 | | 2、公司在 CMO/CDMO 方面的客户及产品布局如何？ | | 答：公司是国内最早开展 CMO/CDMO 业务的企业之一， | | 早在 2008 年就与德国 BI 建立战略合作伙伴关系。近年来公 | | 司持续深挖 CMO/CDMO 业务潜力，与现有客户持续拓展新项 | | 目合作，并积极扩充国内外客户群体。 | | 报告期内，与战略客户原有合作产品需求增速强劲，同 | | 时公司深挖新项目合作机会，新增数个潜在合作项目部分已 | | 完成中试。培南原研药企的合作项目已完成验证批发货，配 | | 合客户完成市场注册申报及商业化中，并另有新项目已完成 | | 验证批发货；此外，1.1 类培南创新药 CDMO 项目已开展验 | | 证 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600337 公司简称：美克家居 美克国际家居用品股份有限公司2024年年度报告摘要 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到www.sse.com.cn网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、中审华会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 根据中审华会计师事务所（特殊普通合伙）年度审计，2024年度公司实现归属于母公司股东的净利 润-863,608,823.53元，未分配利润共计694,167,300.28元，其中：母公司可供股东分配利润 457,455,589.14元。结合公司盈利情况、经营发展资金需求、未来现金流状况等因素，公司拟定2024年 度利润分配议案建议如下：公司2024年度不派发现金 ...

本报记者 舒娅疆 4月30日，A股锂行业龙头天齐锂业股份有限公司（以下简称"天齐锂业"）披露2025年一季报。公司一 季度业绩回暖，报告期内实现营业收入25.84亿元，同比基本持平；归属于上市公司股东的净利润1.04亿 元，同比顺利扭亏为盈。 从一季度业绩变动的主要原因来看，得益于天齐锂业旗下公司Talison Lithium Pty Ltd（简称"泰利森"） 化学级锂精矿定价机制与公司锂化工产品销售定价机制周期错配的影响大幅减弱，随着国内新购锂精矿 陆续入库及库存锂精矿的逐步消化，公司各生产基地生产成本中耗用的化学级锂精矿成本基本贴近最新 采购价格，同时，受自产工厂爬坡及技改的积极影响，天齐锂业2025年一季度锂化合物及衍生品的产销 量实现同比增长；此外，天齐锂业重要联营公司SQM一季度业绩预计将同比增长，因此公司确认的相 关投资收益同比增长。上述因素对天齐锂业2025年一季度的业绩带来了积极影响。 努曼陀罗商业战略咨询创始人霍虹屹向《证券日报》记者表示："天齐锂业在2025年一季度实现净利润 同比由亏转盈，释放出清晰的积极信号。此番盈利主要来自公司多方面工作的协同，其中，过去困扰公 司盈利能力的锂矿定价周 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Insights - The company reported a revenue of 198.38 billion yuan for 2024, representing a year-on-year growth of 13.66%. The net profit attributable to shareholders was 5.32 billion yuan, up 108.97% year-on-year, aligning with previous forecasts. The net operating cash flow reached 47.74 billion yuan, a 24.64% increase year-on-year, with free cash flow exceeding 15 billion yuan, significantly up from 9 billion yuan in 2023 and 7 billion yuan in 2022 [2][6]. - The company announced a shareholder return plan for the next three years, committing to distribute cash dividends of no less than 35% of the net profit attributable to shareholders each year, along with a minimum buyback of 1.5 billion yuan annually, with potential mid-term profit distributions when conditions permit [2][6]. Financial Performance Summary - For Q4, the company achieved a revenue of 54.65 billion yuan, a year-on-year increase of 13.79% and a quarter-on-quarter increase of 8.55%. The net profit attributable to shareholders for Q4 was 2.01 billion yuan, up 32.01% year-on-year and 96.30% quarter-on-quarter. The strong performance in Q4 was driven by domestic market demand stimulated by government policies and increased demand from North American clients [12]. - The company continues to advance its "1+4+N+ecosystem" strategy, with significant innovations in technology and new products. High-end LCD solutions and OLED products have seen substantial sales growth, and the company has established a strong presence in various segments, including smart finance and IoT [12]. - The company expects to reach a peak in depreciation in the upcoming quarters, with a gradual decline anticipated starting in 2028. The current price-to-book (PB) ratio is 1.1X, indicating a high margin of safety for investors [12]. Earnings Forecast - The projected earnings per share (EPS) for the company are 0.22 yuan, 0.32 yuan, and 0.42 yuan for the years 2025, 2026, and 2027, respectively, corresponding to price-to-earnings (PE) ratios of 17.54, 11.99, and 9.08 [12].

本报讯 （记者曹琦）近日，赣州逸豪新材料股份有限公司（以下简称"逸豪新材"）公布2025年一季报，公司营业收入为 3.6亿元，同比上升17.1%。 近年来，公司坚持产业链垂直一体化发展战略，通过横向扩张铜箔产能，持续提升超薄铜箔和厚铜箔的产量，巩固和扩大 高端电子电路铜箔的市场份额。同时，通过纵向打通产业链，强化公司PCB产品的应用领域，不断提升PCB技术创新、生产管 理和服务能力。 2025年，公司计划在现有的单面铝基PCB、双多层PCB等消费类PCB产品基础上，提升PCB产品结构的多样性和创新性， 持续积累提升PCB工艺能力，重点提升工业自动化、智能终端、Mini LED、智能家居、5G通信、新能源智能汽车等领域PCB产 品的应用。 未来随着公司铜箔募投项目的产能释放，在提升规模效应的同时，可有效改善产品结构，提高高附加值铜箔产品的占比。 PCB业务方面，公司将持续优化单面PCB产品结构，持续提升该类产品毛利率，同时公司双多层PCB产品，随着应用领域不断 开拓，产能利用率以及盈利水平将不断提升，将为公司业绩提供新的增长点。 （编辑 张昕） 据了解，随着AI技术革命的爆发式发展催生了全球数据中心扩建浪潮，带 ...

平台优势显著，多领域齐头并进：产品布局上，公司从单一的消费电子市场连接产品厂商发展为综合覆 盖连接线、连接器、声学、天线、无线电及震动马达等多元化零组件、模组与配件类产品的科技型制造 企业。在消费电子领域：一方面，公司持续稳固并深化OEM业务，通过垂直整合策略，构建了从零组 件、模组到系统集成的全产业链生态。在连接器、连接线束、扬声器、震动马达、音圈马达、大小精密 结构件、射频天线、蓝牙模组、WIFI模组、无线充电模组、声学模组、屏幕模组、SiP等多个关键产品 领域，公司凭借前沿的材料创新、先进的工艺与制程优化，为客户稳定持续提供高质量的零组件。另一 方面，公司大力拓展ODM业务版图，依托长期服务国际一流客户OEM业务所积累的声、光、电、热、 磁、射频、结构件等高精度的底层技术经验，结合垂直一体化的产业布局优势，为全球知名的消费电子 品牌以及充满创新活力的初创品牌，量身打造一站式落地解决方案。通信及数据中心业务：前瞻性布局 数据中心零组件，并创新性的打造了面向AI整机柜的核心零组件整体解决方案。核心产品囊括Cable Cartridge高速背板互连系统、Koolio共封装铜互连架构、1.6T OSFP DAC ...

证券代码：301176 证券简称：逸豪新材 赣州逸豪新材料股份有限公司 投资者关系活动记录表 答:尊敬的投资者您好！公司未来将巩固和扩大高端电子电路 铜箔的市场份额，持续提升产品质量及产品良率，补充高频高速铜 箔及超薄高抗拉锂电铜箔生产能力，公司电解铜箔将在产品结构上 做出调整，增加以上高附加值产品的占比，提升产品附加值，提高 产品竞争力。充分利用自产电子电路铜箔的优势，发挥垂直一体化 产业链的协同效应，发展高导热铝基覆铜板相关的业务，以拓展铝 基覆铜板的高端应用领域，公司将通过积极拓展国内外市场，持续 优化PCB产品结构，调整产能配置，提升多层PCB产能占比，提高高 附加值产品的比重。 种优化毛利率大幅提升，但公司双多层PCB产品规模效益不足，PCB 业务整体仍尚未实现盈利。 2.请问逸豪新材在战略布局上是否会有新的调整或拓展方向， 以实现可持续发展？ 答:尊敬的投资者您好！公司坚持产业链垂直一体化发展战 略，通过横向扩张铜箔产能，持续提升超薄铜箔和厚铜箔的产量， 巩固和扩大高端电子电路铜箔的市场份额。同时随着公司募投项目 的稳步实施，公司将大幅提升超薄铜箔、厚铜箔及高频高速铜箔等 高端电子电路铜箔的产能； ...

Group 1: Market Expansion and Revenue Growth - The company is implementing a ROW (rest of the world) strategy to actively develop global markets outside North America, with non-North American market revenue reaching nearly 10% by the end of 2024 [2][3] - In 2024, the company's revenue grew by 45.05%, and net profit increased by 44.94%, driven by product and market expansion [2][3] - The North American pneumatic tools market is recovering, with major clients increasing procurement, contributing to the company's growth [3] Group 2: Financial Performance - In Q1 2025, the company's revenue increased by 61.33% year-on-year, while net profit rose by 43.84% [3] - The gross margin of key products such as vacuum cleaners and air compressors showed limited year-on-year variation, with plans to optimize product structure and increase high-margin products [4][5] Group 3: Product Development and R&D Focus - Future R&D will focus on upgrading small air compressors and wet/dry vacuum cleaners, as well as developing new air power technology products [4][5] - The company plans to enhance its nursing robot technology, ensuring stable growth in R&D investment and developing more functionalities [5][6] Group 4: Sales Models and Profit Contribution - The main sales models are ODM and brand authorization, each contributing over 45% to total sales [4][5] - The company aims to promote the OBM (own brand) model while enhancing high-end and high-margin products within ODM and brand authorization [5] Group 5: Cost Management and Risk Mitigation - The company employs vertical integration in production to control costs and improve product quality, with plans to continue this model [5][6] - To address raw material price fluctuations, the company has established long-term agreements with suppliers and employs flexible pricing strategies [6][7] Group 6: Operational Updates and Future Outlook - The new factory in Malaysia is expected to start large-scale production in May 2025, which will mitigate the impact of U.S. tariffs on exports [7] - The company anticipates stable production and shipping operations despite recent tariff changes [7]

Core Viewpoint - JinkoSolar, a leading company in the photovoltaic industry, reported a significant loss for the first time since returning to the A-share market in 2019, with a net loss of 4.66 billion yuan in 2024, marking a 166% decrease compared to a profit of 7.04 billion yuan in 2023 [1][3]. Financial Performance - In 2024, JinkoSolar achieved a revenue of 70.121 billion yuan, a year-on-year decline of 14% [1]. - The company experienced a massive quarterly loss of 4.17 billion yuan in Q4 2024, primarily due to asset impairment losses, which accounted for 71.49% of the total net loss [3]. - The gross margin in the domestic market plummeted by 20.09 percentage points to -7.98%, while in Europe, it fell by 17.19 percentage points to -3.51% [3]. - Despite a gross margin of 31.43% in the Americas, which is the highest among all regions, it still saw a decline of 4.63 percentage points [3]. Dividend Policy - Due to the financial losses, JinkoSolar announced it would not distribute cash dividends, issue bonus shares, or increase share capital from reserves [4]. Market Conditions - The global photovoltaic component market is facing severe overcapacity, with prices dropping to as low as 0.65 yuan/W, impacting the profitability of many manufacturers, including JinkoSolar, which saw its gross margin decrease by 12.96 percentage points to 4.82% [6]. - JinkoSolar's total shipment volume reached 79.447 GW in 2024, with overseas shipments accounting for approximately 49% [6]. R&D and Capacity Expansion - In 2024, JinkoSolar invested 3.711 billion yuan in R&D, representing 5.29% of its revenue, and holds 1,899 effective patents, including 1,031 invention patents [7]. - The company is accelerating its overseas capacity expansion, including a project in Oman with an annual capacity of 6 GW for batteries and 3 GW for components [7]. Management Changes - JinkoSolar experienced a management change with the resignation of its Vice President and Board Secretary, Wu Tingdong, and the appointment of Qin Shilong as his successor [8]. - Industry insiders suggest that frequent executive departures may be related to succession planning within the company [9].