证券代码：301318 证券简称：维海德 | | 技术型标的，强化核心环节竞争优势，构建全链条价值；筛选 | | --- | --- | | | 具备协同潜力的优质企业，加速技术融合与市场互补。期望通 | | | 过产能协同优化、研发资源共享及客户渠道联动，释放战略协 | | | 同势能，实现价值倍增效应。 | | 附件清单 | 无 | 编号：2025-05 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） 参与单位名称 国金证券：孟灿 博时基金：李绮雯 天风证券：缪欣君、王祺深 华泰伯瑞基金：曾懿之 时间 2025 年 7 月 7 日-7 月 8 日 地点 深圳市维海德技术股份有限公司会议室、线上会议 上市公司接待人 员姓名 董事会秘书：杨莹 证券事务代表：汪慧 投资者关系活动 主要内容介绍 第一部分：介绍公司基本情况 公司主要从事高清及超高清视频会议摄像机、视频会议终端、 会议麦克风等音视频通讯设备的研发、生产、销售和相关技术 服务，是我国音视频通讯设备及解决方案的主要供应商之一， 产品广泛应用于商务视频会议、教育录播、 ...

央视网消息：小暑时节，位于云南省红河州元阳县的世界文化遗产红河哈尼梯田一派生机，层层叠叠的梯田宛如碧绿翡翠镶嵌山间，夏雨初晴，薄雾如 轻纱流动于梯田之上，构成一幅动态的山水田园画卷。此时，农户们穿梭田间，忙着除草、投放鱼苗，延续着"稻鱼共生"的生态循环。 慕名而来的游客，纷纷停驻湖畔，拿出手机、相机拍照，定格这夏日独特的美景。 从2021年开始，当地因地制宜发展白莲种植，从荷香莲影中解锁致富"密码"，依托乡村旅游、莲蓬采摘、莲藕加工等产业，让村民实现了增收。 甘肃兰州：高原夏菜丰收 降温锁鲜供应南方市场 入夏以来，随着气温升高，甘肃省兰州市榆中县的高原夏菜迎来了销售旺季。作为南方夏季蔬菜供应的补充，今年，榆中县高原夏菜种植面积43万亩， 目前，日均外运蔬菜4000吨左右，以花椰菜、西兰花、甘蓝为主。 依托高海拔的冷凉气候条件，当地推广分时段种植模式，不同品种的蔬菜接力成熟，实现从5月到11月持续供应市场。从西北高原到东南沿海，蔬菜长 途运输面临高温挑战，为此当地形成了一套成熟的保鲜方法，通过保温保湿、抵御暴晒等，保障南方多地夏季蔬菜供应。 红河哈尼梯田凝聚着当地民族1300多年的农耕智慧，由森林、村寨、梯田、 ...

"大理的野生菌，都快被游客采灭绝了。" 暑假一到，旅游高峰随之到来，6月至9月恰好又是"菌子季"，云南各地最近挤满了慕名去采野生菌的游客。 大理苍山的人流量尤其恐怖，据说"每天进入苍山采菌子的游客数量保守估计都有上万人"。浩浩荡荡大队人马带着耙子进山，不知道是采蘑菇还是要让菌 子断子绝孙。 现在去云南采菌子的人，感觉已经比菌子都多了。 01 北上广中产携家带口排队COS白雪公主 社交平台上搜一搜，你会发现，苍山野生菌天地已经基本成为童话世界平替。 各种采菌采得盆满钵满的图片视频在向你发射心动的信号： 编织精美的小竹篮盛满鲜亮蘑菇，红的像火粉的像霞白的像雪橙的像美年达，菌盖上残留几滴露水，菌柄还沾着新鲜的泥土，层层叠叠挤挤挨挨快要从篮 子里溢出来；再捡颗硕大松果起造型上的作用，边上嵌几片蕨类植物嫩绿的叶子，更添野趣。 只在迪士尼公主电影里见过的篮子，就这么放在铺满松针的地面上，原生态、无公害、天然去雕饰。你感慨，格子间之外还有真善美，你向往，写字楼之 外还有大自然。 你早就想去云南采蘑菇了。 如今的苍山，满山都是"爆筐"（指箩筐装到爆满）的传说。有人说捡了十多斤的蘑菇提都提不动，哪怕团费要188元也算物超所值； ...

Core Viewpoint - The article emphasizes the importance of water source protection and ecological conservation in Beijing's Miyun District, highlighting successful initiatives that balance environmental protection with rural development [1][3]. Group 1: Water Source Protection Initiatives - Miyun District has implemented a series of plans to ensure the safety of the Miyun Reservoir's water quality, maintaining it at a stable national Class II standard [1]. - The establishment of the Beijing No. 024 Science and Technology Institute in 2019 has led to significant advancements in water source protection and pollution prevention, particularly in the Black Mountain Temple Village [1][2]. Group 2: Technological Innovations - Experts have developed key technologies, including the use of reed plants for wetland restoration and a sewage purification process utilizing chestnut shell biochar, resulting in a demonstration project capable of treating 15 tons of wastewater daily [2]. - The implementation of efficient pollution control models, such as "Mulberry + Wild Buffalo Grass" and "Scutellaria + Wild Buffalo Grass," has improved soil and water conservation capabilities [2]. Group 3: Environmental and Economic Outcomes - The initiatives have led to the resource utilization of agricultural waste and compliance with wastewater treatment standards, significantly improving the village's appearance and environmental quality [3]. - Training and outreach programs have enhanced local residents' skills and engagement in ecological protection, fostering the development of green organic agriculture and eco-tourism [3]. - Black Mountain Temple Village has received accolades such as "UN Sustainable Development Demonstration Village" and "Beijing Beautiful Leisure Village," showcasing its role as a model for pollution prevention [3].

Core Insights - The medical beauty sector is witnessing an influx of new players, with pharmaceutical companies and beauty brands aggressively entering the market, indicating a significant industry transformation driven by consumer demand and technological advancements [2][3][5]. Group 1: Market Dynamics - Major pharmaceutical companies, including China National Pharmaceutical Group, Shanghai Pharmaceuticals, and China Resources Pharmaceutical, are entering the medical beauty market, establishing comprehensive collaborations in research, production, and distribution [3][5]. - The medical beauty market in China is projected to reach a scale of 638.2 billion yuan by 2030, with a compound annual growth rate (CAGR) of 14.5% from 2021 to 2030 [6][7]. Group 2: Company Strategies - Jiuzhoutong, a leading pharmaceutical distributor, has successfully expanded its medical beauty segment, reporting a sales revenue of 851 million yuan in 2024, a significant increase of 120.47% year-on-year [7]. - Beauty companies are increasingly focusing on "medical device" products, which require regulatory approval and are perceived to have higher consumer willingness to pay, as evidenced by the introduction of medical dressings and other related products [8][10]. Group 3: Competitive Landscape - The competition in the beauty sector is intensifying, with companies exploring various strategies such as mergers and acquisitions, technological extensions, brand crossovers, channel integration, and collaborative research with medical institutions [10][11]. - The entry of beauty brands into the medical beauty space is seen as a strategic move to capture new growth opportunities amid fierce competition in traditional beauty products [10][11].

Core Viewpoint - The competition in the food delivery market has intensified with the launch of significant subsidy programs by major players like JD.com and Alibaba, leading to a surge in daily order volumes and a shift in market dynamics [1][2][15]. Group 1: Market Dynamics - The total daily order volume in the food delivery and instant retail market has rapidly increased to approximately 200 million orders, driven by aggressive subsidy strategies from JD.com and Alibaba [2][15]. - In June, Meituan's market share dropped to around 60%, with daily orders exceeding 90 million, while Taobao Shanguo and JD.com reported significant order volumes during the same period [1][2][10]. - As of July 5, Meituan's instant retail orders surpassed 1.2 billion, with over 1 billion being food orders, indicating a strong recovery and competitive response to rival promotions [10][11]. Group 2: Promotional Strategies - Taobao Shanguo launched a substantial subsidy plan of 500 billion yuan, resulting in a significant increase in order volumes across various categories, including food and beverages [3][4][11]. - Meituan responded to the competitive pressure by offering various high-value discount coupons and promotional activities, aiming to retain its customer base during the peak consumption season [5][11]. - The promotional activities led to a notable increase in order volumes for several brands, with some reporting up to a 230% increase in orders due to the influx of new customers attracted by the subsidies [11][12]. Group 3: Operational Challenges - The sudden spike in order volumes has created operational challenges for many merchants, with reports of overwhelmed staff and difficulties in fulfilling the increased demand [12][13]. - Some merchants expressed concerns about the sustainability of such high order volumes and the impact on brand quality, indicating a potential long-term challenge for businesses focused on maintaining brand integrity [14]. Group 4: Strategic Responses - JD.com is exploring new business models in the food delivery sector, focusing on supply chain efficiencies and cross-selling opportunities, while also expanding its logistics capabilities [15][16]. - Meituan is shifting its resources towards enhancing its instant retail and grocery delivery services, aiming to create a comprehensive delivery network that caters to urban consumers [18][19]. - The competition among the three giants—Meituan, JD.com, and Alibaba—highlights the ongoing battle for market share in the rapidly evolving instant retail landscape, with each company seeking to leverage its strengths in supply chain and customer engagement [19].

Group 1 - The core idea of the "Yujie Scholarship" is to redefine the effectiveness of philanthropy, aiming to create a closed loop of "funding - growth - feedback" rather than just providing financial aid [3][6] - The initiative seeks to empower individuals and foster a cycle of "benevolence regeneration," where beneficiaries can transform received kindness into their own contributions to society [3][9] - The scholarship program emphasizes the importance of transparency in philanthropy, breaking down information barriers and allowing the public to engage in the process [6][8] Group 2 - The "Yujie Scholarship" aims to shift the perception of public interest from abstract concepts to tangible values, making the public a co-builder of the philanthropic ecosystem [6][9] - The program encourages team growth by embedding personal values into social needs, transforming the team from mere executors to problem solvers in society [8][11] - The ultimate goal is to make philanthropy a societal infrastructure that everyone can participate in, linking individual growth with social progress [9][11]

Core Viewpoint - Yichun City in Heilongjiang Province is recognized for its rich biodiversity and plays a crucial role in ecological security and sustainable development, being referred to as the "green lung of northern China" [1] Group 1: Biodiversity Protection Practices - Yichun has made significant progress in biodiversity protection through a series of important measures, including strategic planning and policy integration [2] - The city has implemented local laws such as the "Yichun City Red Pine Protection Regulations" to ensure sustainable use and long-term protection of local biodiversity resources [2] - Yichun has established a comprehensive regulatory system and enhanced law enforcement effectiveness through initiatives like "Qingfeng Action" and "Fishing Administration Sword" to combat illegal activities threatening protected species [2] Group 2: Ecological Protection and Management - As a key ecological function area, Yichun has designated 15,000 square kilometers as ecological protection red lines, implementing zoning controls to minimize ecological disturbance [3] - The city has created 23 natural protected areas covering 671,000 hectares to manage critical habitats for rare and endangered species [3] - Yichun has developed a biodiversity protection network that connects terrestrial and aquatic migration corridors, enhancing ecosystem connectivity [3] Group 3: Technological Innovation in Biodiversity Monitoring - Yichun has integrated technology into biodiversity protection by collaborating with research institutions to establish monitoring bases and emergency response mechanisms [3] - The use of drones, infrared cameras, and AI technology in monitoring has enabled real-time tracking of ecological conditions and biodiversity status [3] Group 4: Community Engagement and Collaborative Governance - Yichun promotes public participation in biodiversity protection through events like "Yichun Ecological Day" and "Bird Love Week," fostering community involvement in ecological restoration [4] - The city has established mechanisms for community co-management and encourages volunteer participation in biodiversity protection efforts [4] Group 5: Lessons Learned for Biodiversity Protection - Yichun's experience highlights the importance of systematic legislation for biodiversity protection, emphasizing the need for coordinated efforts across various sectors [5] - The establishment of a scientific and orderly management and enforcement mechanism is crucial for effective biodiversity protection [6] - Cross-regional cooperation in biodiversity protection is essential, with a focus on building ecological corridors and joint monitoring initiatives [6]

Group 1 - The event in Hangzhou marks the launch of a youth talent ecosystem initiative, integrating job seeking, entrepreneurship, skill enhancement, and various services [1][2] - The "Youth Employment and Entrepreneurship Complex" is established in the Zhanlongkou area, featuring a 500-meter service street for skilled professionals [1] - The initiative is part of the "Youth Trend Creation Season" in Shangcheng District, aiming to create a preferred living and working environment for young talents [2] Group 2 - The new street area, centered around the Qinchunli Talent Apartment, includes various community services such as elderly care and child development [2] - Four master-level talent enterprises have been introduced, with plans for additional lifestyle service businesses to join [2] - The local government provides a one-stop service for social security, policy consultation, and employment opportunities for unemployed individuals [2]

上午8时45分，随着发令枪响，畅游组率先跃入清凉江水。人群中既有银发老者悠然享受亲水之 乐，也有青年组合携手前行。随后展开的竞速组比赛更是将现场气氛推向高潮，选手们如离弦之箭破浪 疾驰，水面上飞掠的身影引得岸边观众欢呼不断。 最终，上海嘉定泳协以团体优异的成绩摘得桂冠，浦江泳协、桐庐泳协分别获得亚军、季军。 这场游泳赛不仅是一场精彩体育赛事，更是一堂沉浸式的生态成果展示课。 7月6日，"绿水青山就是金山银山"理念提出二十周年主题宣传活动暨2025年中国·长三角桐庐分水 江公开水域游泳邀请赛在桐庐分水镇分阳广场举行，来自长三角地区游泳协会、冬泳协会、游泳俱乐部 等500余名游泳健儿齐聚分水江畔。 本次赛事设置500米畅游组和1000米竞速组，既满足专业选手的竞技需求，也为大众健身爱好者提 供了展示平台。 畅游组选手们在碧波中舒展身姿，沉浸式体验"人在画中游"的诗意；竞速组赛道上，运动员们化身 逐浪先锋，凭借强劲的爆发力与耐力，在澄澈江水中划出银白浪花，上演速度与激情的巅峰对决。 2025年，是"绿水青山就是金山银山"理念提出二十周年。二十载春华秋实，桐庐始终践行"绿水青 山就是金山银山"理念，以"富美100"攻 ...