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 参加此次现场调研的机构与媒体有： 中金公司、瑞银证券、申万宏源、华创证券、天风证券、东吴证 券、华安证券、光大证券、华福证券、上海证券、中信资管、长 信基金、前方基金、上海伊洛、广东嘉强私募基金、富顿投资、 恒生银行（中国）、交通银行（香港）、上海鼎湾资产、东亚期 货、上海久铭投资基金、上海归德私募基金、财联社等 时间 2025 年 6 月 6 日 10:30-14:00 地点 上海中集洋山物流装备有限公司 上市公司 接待人员 姓名 中集集装箱板块总裁助理兼中集洋山总经理单骐 中集洋山副总经理 王延峻 中集洋山财务经理 杜礼泽 中集集装箱战略研究部经理 黄昀 中集集团证券事务代表 何林滢 中集集团投关高级经理 巫娜 中集集团投关经理 韩晓娜 投资者关系活 动主要内容介 此次现场调研主要交流内容包括： 1 | 绍 | 1、目前受中美关税缓和，市场对集装箱需求订单是否出现上 | | --- | --- | | | 行？ | | | 答：受 ...

Core Viewpoint - The article highlights the commitment of Gujing Gongjiu to rural revitalization and the integration of primary, secondary, and tertiary industries through its unique industrial advantages and social responsibility initiatives [1][9]. Group 1: Rural Revitalization Initiatives - Gujing Gongjiu is actively supporting rural revitalization by celebrating the harvest season and showcasing the integration of agricultural production with its liquor production process [1]. - The company has established grain planting bases through order agriculture, which not only enhances the income of local farmers but also ensures a stable supply of high-quality raw materials for its liquor production [3]. Group 2: Technological Advancements - Gujing Gongjiu is leveraging technology to enhance production efficiency and quality, implementing a comprehensive IoT system for monitoring and managing the entire grain cultivation process [3][5]. - The company has achieved a 96% equipment networking rate in its smart brewing facility, allowing for a fully automated production process while adhering to traditional brewing methods [6][8]. Group 3: Social Responsibility - Gujing Gongjiu emphasizes its corporate social responsibility by engaging in poverty alleviation efforts and fostering self-sufficiency in rural communities through education and training [11][12]. - The company has received multiple awards for its social responsibility initiatives, including the "Precision Poverty Alleviation Award" and recognition as one of the "Top 100 Social Responsibility Enterprises" in China's food industry [12]. Group 4: Future Outlook - Gujing Gongjiu aims to continue its focus on quality, technology, and social responsibility, contributing to the high-quality development of the Chinese liquor industry and rural revitalization efforts [12].

Core Viewpoint - Jiangtian Technology has restarted its IPO process on the Beijing Stock Exchange, indicating a renewed effort to list after previous challenges related to financial updates and compliance issues [1][5]. Company Overview - Jiangtian Technology, established in 1995, specializes in the research, production, and sales of label printing products, including film and paper-based self-adhesive labels, widely used in various consumer sectors such as beverages, personal care, and food [3][4]. - The company has notable clients in the beauty sector, including Unilever, Procter & Gamble, and others in the daily chemical field like Blue Moon and Naixis [3]. Financial Performance - In 2024, Jiangtian Technology reported a total revenue of 538 million CNY, a 6% increase year-on-year, with a net profit of 101 million CNY, reflecting a 5.55% growth [5][6]. - The company's gross margin decreased from 30.95% to 29.97% in 2024, indicating a slight decline in profitability [6][8]. - The revenue growth was primarily driven by the film-based self-adhesive labels, which generated 428 million CNY, accounting for 79.58% of total revenue [8]. Client Base - The top five clients in 2024 included Yangshengtang/Nongfu Spring, Xintianli, Blue Moon, Haitian Flavor Industry, and Unilever, with Yangshengtang/Nongfu Spring contributing 35.33% of total sales [7]. Industry Context - The packaging materials industry is facing intense price competition due to low entry barriers and a fragmented competitive landscape, leading to declining profit margins across the sector [9]. - Jiangtian Technology's IPO restart reflects a structural opportunity in the packaging materials industry, driven by consumption upgrades and green packaging trends, suggesting a potential for valuation reconstruction for companies with smart transformation capabilities and ESG practices [9].

日前，随着最后一批银锭数据精准录入系统，金川集团镍钴股份有限公司检测中心内检车间贵金属银锭计量岗连续36小时不间断作业，刷新单次银锭检斤 任务完成时效纪录，为金川铜贵贵金属分厂月末冲刺注入强劲动能。 兵"贵"神速，创新流程提速率。面对国际贵金属市场价格波动带来的检测时效压力，内检车间全面梳理检斤流程，精准定位影响检测速率的堵点，构 建"三段式作业法",将贵金属单批次检测时间压缩至24小时以内,建立"动态优先级"机制，为紧急订单开辟绿色通道，实现关键任务"零延误"。流程优化后 月均检测效率较之前提升30%，为应对突发订单需求提供有力保障。 审核：马丰友 从优化流程到建强队伍，再到智能赋能，内检车间以"三驾马车"驱动效率变革，圆满完成阶段性生产任务，探索出"传统工艺+现代技术"的创新路径。金 川镍钴检测中心将锚定"零差错、零延迟、零投诉"目标，持续深化智能化改造，推动自动化技术与检测设备深度融合；完善人才梯队建设，培育更多复合 型技术人才；优化全流程协同机制，为金川贵金属产业高质量发展贡献检测力量。 作者：何发骏 唐新天 来源：金川集团 编辑：魏戈琪 责编：闫瑾 刘欢欢 全民皆"兵"，柔性管理强队伍。面对人员紧张 ...

Group 1 - The company Henan Yuguang Gold Lead Co., Ltd. is driving the intelligent development of the lead smelting industry through smart transformation, achieving a 70% automation rate in key processes and over 50% of frontline workers holding college degrees, forming a dual-driven model of "equipment intelligence + personnel knowledge" [1] - The introduction of intelligent equipment in the smelting plant is reconstructing traditional production processes, with the "slag blocking machine" significantly reducing the time and labor required for hazardous operations, enhancing safety and efficiency [1] - The ongoing construction of an intelligent slag-removal robot project is expected to reduce labor intensity by 70% by operating 24 hours in high-temperature environments, replacing manual labor for slag removal tasks [1] Group 2 - AI technology is increasingly permeating the entire lead smelting process, with the "smart AI steward" capable of converting emergency plans into interactive Q&A and generating learning reports based on employee responses [2] - The traditional manual calculation of blending schemes, which took an hour, can now be completed in one second using the intelligent AI blending system, maintaining a raw material grade error control within 0.01% [2] - Future plans for the smelting workshop include transitioning to a "no-manufacturing factory" era, with automated systems and AI-driven technologies enhancing operational efficiency and real-time monitoring capabilities [2]

Group 1: Company Operations and Technology - The company has developed a replicable information management system to ensure product quality and timely project execution, essential for multi-base production [1] - The information system integrates with OA, HR, and NC systems, enhancing work efficiency and reducing costs through features like production tracking and automatic wage calculation [2] - The company has invested in advanced equipment for smart manufacturing, including nearly 2,000 lightweight welding robots and various automated production lines [2] Group 2: Production Capacity and Expansion Plans - By the end of 2024, the company's steel structure product capacity is expected to reach 5.2 million tons, supported by ten production bases [2] - The company is focused on optimizing control at every production stage to enhance core competitiveness [2] - The company is gradually increasing its indirect export business and is considering further overseas expansion based on market conditions [2] Group 3: Financial and Investment Insights - The company has issued convertible bonds worth 1.88 billion yuan and is focused on improving performance regarding bond-related matters [3] - Current order levels are satisfactory, with the company reporting a saturated order book [3]

下一步，电信泰州、兴化分公司将根据协议继续扩大基础网络建设，助力园区通信网络建设；成立戴南区域企业服务中心，提供属地智改数转网联综合服 务能力；聚焦戴南镇(高新区)三年智能工厂建设规划，发挥电信智改数转网联能力，助力戴南企业高质量发展。 签约仪式上，中国电信泰州分公司党委书记、总经理赵晓伟表示，将和兴化第一大镇——戴南(兴化高新区)进一步加强战略合作，不断拓展合作领域，提 高合作层次，充分发挥各自的平台、业务、技术、资源、人才等优势，在智能化改造、数字化转型、网络化联接等领域深入务实合作，实现资源整合、优 势互补，共同推进兴化、戴南产业高质量发展。 兴化市委常委、戴南镇党委书记、兴化高新区党工委书记姚群印说，目前正进一步落实市委、市政府召开的戴南镇高质量发展推进会精神，助力企业发 展，夯实高质量发展根基；聚力项目建设，塑强高质量发展动能。"智改数转"是着力点也是助推器，我们将与电信泰州、兴化分公司紧密合作，把"数字 戴南、智慧戴南、魅力戴南"列为基础设施建设，为全力锻造金属新材料及制品产业新高地、打造传统产业焕新升级版提供支撑。 电信泰州分公司副总经理蒋锋，中国电信兴化分公司党委书记、总经理季峰分别介绍了相关 ...

Group 1: Investor Relations and Shareholder Return - The company emphasizes a stable dividend policy to reward shareholders and plans to actively implement a share buyback strategy to enhance investor confidence [2][5] - The management acknowledges the importance of market value management to reflect the company's stock value adequately [1][4] Group 2: Profitability and Growth Plans - In 2025, the company aims to leverage opportunities in the packaging industry by focusing on innovation, digital transformation, and sustainable development [3] - The company has nearly 60 production bases nationwide, establishing a comprehensive capacity layout and a symbiotic network effect with large clients [6] Group 3: Challenges and Market Conditions - The company faced challenges in 2024 due to a complex macroeconomic environment, cautious domestic consumption, and intensified market competition, impacting operational performance [4][6] - The increase in bad debt provisions in 2024 was due to changes in business development and market conditions, leading to a higher expected loss rate for receivables [6][7] Group 4: Risk Management and Future Outlook - The company has implemented stricter risk management measures for receivables and has a robust collection mechanism in place [7] - Although direct export business is currently small, uncertainties in tariff policies pose potential risks that are yet to be fully assessed [7]

等。 感谢您对公司的关注！ 证券代码：000717 证券简称：中南股份 广东中南钢铁股份有限公司 投资者关系活动记录表 编号：2025-01 | 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 | 线上参与公司2024年度暨2025年一季度业绩说明会的投资者 | | | 时间 | 2025年05月15日 15:30-16:30 | | | 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 吴琨宗 | | | | 董事、总裁 兰银 | | | | 独立董事 谢娟 | | | | 董事会秘书 刘二 | | | | 财务负责人 王燊 | | | 投资者关系活动主要内容 介绍 | 1.我想知道为什么贵公司一年不如一年，难道公司最终的尽头 都是散伙吗？公司有没有计划什么重大改革让公司市值一年比一年 高？ ...

证券代码：837663 证券简称：明阳科技 公告编号：2025-041 明阳科技（苏州）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 活动地点：公司通过全景网"投资者关系互动平台"（http://ir.p5w.net）采用 网络方式召开 2024 年年度业绩说明会。 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：公司董事长、总经理：王明祥先生；公司董事会秘书、 财务总监：郭成文先生；公司保荐代表人：张明先生、周祥先生。 三、 投资者关系活动主要内容 本次业绩说明会通过年报视频解读等形式对公司情况及 2024 年经营业绩情 况进行了介绍。同时，公司就投资者在本次说明会中的提问进行了回复，主要问 题及回复如下： 问题 2：请对 ...