Core Viewpoint - The company is set to hold its 2024 Annual General Meeting on May 21, 2025, to discuss various proposals including the annual report, board work report, and profit distribution plan [1][2][4]. Group 1: Meeting Procedures - The meeting will be supervised by two shareholder representatives, one supervisor representative, and a lawyer from Shanghai Fangda Law Firm [2]. - Attendees must maintain order and respect the rights of all shareholders during the meeting [1][2]. - The agenda includes reporting on the attendance of shareholders, reviewing the independent director's work report, and conducting voting on various proposals [2][4]. Group 2: Company Performance - In 2024, the company achieved a revenue of 1,512,665.17 million RMB, representing a year-on-year growth of 7.70% [6][23]. - The net profit attributable to shareholders was 148,483.12 million RMB, with a slight increase of 0.46% compared to the previous year [6][23]. - The company’s net profit, excluding non-recurring gains and losses, decreased by 0.37% to 135,954.92 million RMB [6][23]. Group 3: Industry Analysis - The frozen food industry is experiencing a shift towards standardization, driven by the increasing demand from chain restaurants for consistent quality [6][9]. - The aging population and fast-paced lifestyles are boosting the demand for convenient and healthy frozen food options [6][9]. - The government is supporting the industry through policies aimed at enhancing cold chain logistics and infrastructure, which is expected to facilitate high-quality development in the frozen food sector [9][10]. Group 4: Financial Overview - The company reported total assets of 1,737,509.84 million RMB at the end of 2024, a slight increase of 0.43% from the previous year [23]. - The company’s cash flow from operating activities was 210,384.47 million RMB, reflecting a growth of 7.58% [24]. - The company plans to distribute a cash dividend of 1.015 RMB per share, amounting to approximately 296,515,331.98 RMB, which is 19.97% of the net profit [25][26].

证券代码：300955 证券简称：嘉亨家化 嘉亨家化股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | 特定对象调研 □ 分析师会议 | □ | | --- | --- | --- | | 类别 | □ 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 | 线上参与公司 2024 年度暨 2025 年第一季度网上业绩说明会 | | | 人员姓名 | 的投资者 | | | 时间 | 2025 年 5 月 12 日(周一)下午 15:30~17:00 | | | 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 | 公司董事长、总经理曾焕彬先生，董事、副总经理、董事会 | | | 员姓名 | 秘书徐勇先生，副总经理、财务总监陈聪明先生，独立董事 | | | | 吴锦凤女士，保荐代表人余中华先生。 通过"投资者关系互动平台"，公司接待人员就投资者在 | | | | ...

证券研究报告 交通运输 行业定期报告 hyzqdatemark 2025 年 05 月 11 日 证券分析师 孙延 SAC：S1350524050003 sunyan01@huayuanstock.com 王惠武 SAC：S1350524060001 wanghuiwu@huayuanstock.com 曾智星 SAC：S1350524120008 zengzhixing@huayuanstock.com 张付哲 zhangfuzhe@huayuanstock.com 板块表现： 国内客货运平稳增长，油运受益地缘催化 投资评级： 看好（维持） —交通运输行业周报（2025 年 5 月 5 日-2025 年 5 月 11 日） 投资要点： 一、行业动态跟踪 快递物流： 1）4 月 21 日-4 月 27 日全国物流保通保畅有序运行。根据国务院物流保通保畅工 作领导小组办公室监测汇总数据，4 月 21 日-4 月 27 日，全国货运物流有序运行， 其中：国家铁路累计运输货物 7787.8 万吨，环比增长 3%；全国高速公路累计货车 通行 5675.4 万辆，环比增长 2.25%；邮政快递累计揽收量约 40.75 ...

内容概要：直接凝血酶抑制剂是一组不需要辅助因子参与直接抑制凝血酶活性的小分子，其既能抑制游 离的也能抑制与血凝块结合的凝血酶。目前，已经上市的凝血酶抑制剂产品有凝血酶抑制剂、来匹卢 定、比伐卢定、希美加群、地西卢定；已进入临床试验的药品有Lu一57291。截止2024年上半年，我国 达比加群酯胶囊在销企业数7家，销售额34083万元；阿加曲班注射液在销企业数15家，销售额14057万 元；注射用比伐芦定在销企业数5家，销售额6467万元。直接凝血酶抑制剂具有既能抑制游离的也能抑 制与血凝块结合的凝血酶，药效学及药动学特征具有可预测性，无血小板减少的危险等突出优点在临床 应用中发挥着重要作用。凝血酶抑制剂行业未来发展趋势将围绕创新药物研发、适应症拓展、生物技术 突破、市场格局重塑等方向展开，将向更安全、更精准、更可及的方向发展。 上市企业：倍特药业(A20284)、津药药业(600488)、苑东生物(688513)、翰森制药（03692.HK）、赛隆 药业(002898)、博瑞医药（688166）、普利制药（300630)、国瑞药业（600511）、石四药集团 （02005.HK）、信立泰（002294） 相关 ...

Core Viewpoint - The report analyzes the development trends and competitive strategies of the para-aminobenzoic acid industry in China, highlighting its applications in pharmaceuticals and as a sunscreen agent, with a noted increase in global production from 129,100 tons in 2018 to 150,200 tons in 2022, reflecting a year-on-year growth of 4.52% from 2021 to 2022 [1]. Group 1: Product Overview - Para-aminobenzoic acid is primarily used as a pharmaceutical intermediate for producing drugs like para-carboxybenzylamine and as a sunscreen agent [1]. - The product categories include various red bases such as DB-20, DB-30, DB-40, DB-50, DB-60, DB-70, DB-80, DB-90, and derivatives like 3,5-diaminobenzoic acid [1]. Group 2: Industry Development Environment - The report includes an analysis of the macroeconomic environment in China, covering GDP trends, consumer price index, income levels, fixed asset investment, and trade dynamics [5]. - It also discusses the regulatory framework and policies affecting the para-aminobenzoic acid industry, as well as the technological environment impacting its development [5]. Group 3: Industry Operation Analysis - The report provides insights into the operational status of the para-aminobenzoic acid industry, including production and business conditions [6]. - It identifies pressures faced by the industry, such as currency appreciation, export tax adjustments, rising raw material costs, and increasing labor costs [6]. Group 4: Market Analysis - The report forecasts the market supply and demand for para-aminobenzoic acid from 2020 to 2024, analyzing market scale and concentration [6]. - It examines the import and export conditions, including growth rates and structural changes in trade [6]. Group 5: Competitive Landscape - The report analyzes the economic indicators of the para-aminobenzoic acid industry, including profitability, value addition potential, and market entry barriers [10]. - It assesses the competitive structure, including existing competition, potential entrants, and the threat of substitutes [10]. Group 6: Future Outlook - The report predicts the investment value and opportunities in the para-aminobenzoic acid industry from 2025 to 2029, emphasizing the support from economic growth and downstream demand [13]. - It outlines the expected supply and demand dynamics, as well as the operational conditions for the industry during this period [13].

证券代码：836260 证券简称：中寰股份 公告编号：2025-039 成都中寰流体控制设备股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 8 日 15:00-16:30 上市公司接待人员：公司董事长张迪先生；公司副董事长、总经理陈亮先生； 公司董事会秘书王卓然女士；公司财务负责人陆甫先生；国投证券保荐代表人王 健先生。 三、 投资者关系活动主要内容 投资者关系活动的主要问题及公司对问题的回复概要如下： 问题一：公司在 2025 年的战略重点是什么？是否有计划进入新的市场或拓 展新的业务领域？ 答：尊敬的投资者，您好！2025 年，公司将继续深耕天然气设备制造领域， 立足核心优势产品，研发拓展新系列产品，稳健发展；推进油气智能橇装设备生 产基地项目建设，扩大橇装业务规模；同时，公司将力 ...

常州亚玛顿股份有限公司投资者关系活动记录表 4、股价跌跌不休，公司有何提振股价的举策吗？ 证券代码：002623 证券简称：亚玛顿 编号：2025-002 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □电话会议 | | | □其他： | | 参与单位名称及 | 参与公司 2024 年度业绩说明会的投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 9 日 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 董事长：林金锡先生； | | 姓名 | 董事、副总经理、财务总监兼董事会秘书：刘芹女士； | | | 独立董事：周国来先生。 | | | 投资者提出的问题及公司回复情况： | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司与特斯拉都有哪些业务合作？ | | | 答：尊敬的投资者，您好！公司是特斯拉太阳能瓦片玻璃及储 | | | 能相关产品的合格供 ...

证券代码： 300992 证券简称：泰福泵业 债券代码： 123160 债券简称：泰福转债 浙江泰福泵业股份有限公司 投资者关系活动记录表 编号：2025-001 | | □ 特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 | | --- | --- | | 投资者关系活动类别 | □ 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 | 线上参与泰福泵业 2024 年度网上业绩说明会的全体投资者 | | 姓名 | | | 时间 | 2025 年 5 月 9 日 (周五) 15:00~16:30 | | 地点 | 价值在线（https://www.ir-online.cn）网络互动 | | | 董事长、总经理 陈宜文 董事、副总经理 吴培祥 | | 上市公司接待人员 | 财务总监、副总经理 朱国庆 | | 姓名 | 董事会秘书、副总经理 薛康 | | | 独立董事 滕盼盼 | | | 保荐代表人 胡炼 | | | 本次业绩说明会以文字问答形式进行，公司就投资者关注的问题 | | | 进行了回复，主要互动交流内容如下： ...

Group 1: Industry Overview - The prepared food industry has undergone significant technological upgrades and category expansions, moving beyond traditional offerings like frozen dumplings to include complex dishes such as Baota meat and Squirrel Fish [1] - The chain restaurant trend in China is accelerating, with the national chain rate increasing from 15% in 2020 to 22% in 2024, and expected to reach around 24% by 2025, indicating substantial growth potential for standardized and pre-processed ingredients [2] Group 2: Company Performance - Anjiu Food reported a total revenue of 15.127 billion yuan in 2024, a year-on-year increase of 7.70%, with core categories like frozen prepared foods and frozen dishes achieving revenues of 7.839 billion yuan and 4.349 billion yuan, respectively, reflecting growth rates of 11.41% and 10.76% [1] - Qianwei Central Kitchen faced a decline in overall performance with a revenue of 1.868 billion yuan, down 1.71% year-on-year, but its frozen prepared dishes and other products saw a remarkable increase in sales revenue to 142 million yuan, up 273.39% [1] Group 3: Market Dynamics - The growth of frozen dish revenue is closely linked to the trend of restaurant chain expansion, as standardized production of prepared foods optimizes cooking processes and ensures consistent consumer experiences across multiple locations [2] - The industry faces challenges such as low market concentration, intense competition from emerging brands and traditional restaurants, and a strong consumer focus on cost-effectiveness, leading to price pressures on restaurant businesses [3] Group 4: Challenges and Opportunities - The prepared food sector is experiencing issues with product homogeneity, leading to price wars and a lack of innovation, while consumer concerns about quality and safety are increasing [3] - Companies need to innovate through technology, focusing on personalized and diverse consumer demands, and enhance brand trust by prioritizing quality and safety through transparent production and strict quality control [3]

内容概要：在全球经济一体化的背景下，船舶修理行业作为支撑全球航运业的重要一环，其发展状况与 全球经济紧急相连。近年来，随着国际贸易的持续增长和航运业的繁荣，船舶修理行业市场也在持续稳 定发展。特别是2019年以来，随着船舶脱硫装置加装、船舶压载水处理装置（BWTS）加装及其他环保 改装等业务的增多，船舶修理作业量不断增加。据统计，2024年全球船舶修理艘次从2017年的13127艘 次增长至39002艘次。但从增速来看，全球船舶修理艘次呈现先上升后下降的趋势，这主要受宏观经济 不景气的影响，市场整体偏谨慎。 一、船舶修理行业相关概述 船舶修理是指船舶的船体和结构、机器或设备、舾装或构造、系统等在船坞或船厂进行修理，以达到其 原设定的状态或功能要求并能够继续使用。我国交通部颁布的《修船条例》及《修船工作会议纪要》， 均按照导致船舶修理的原因、修理范围和间隔年限，对船舶修理作了明确的分类，主要分为计划养护修 理、事故修理和基本恢复修理三大类。具体情况如下： | | 船舶修理分类 | | --- | --- | | 种类 | 概述 | | | 船体和设备在营运过程中都会有自然损耗,会随着时间的推移暴露出 某些缺陷, ...