蓝海华腾投资者关系活动记录表（2025 年度） 证券代码：300484 证券简称：蓝海华腾 编号：2025-001 蓝海华腾投资者关系活动记录表（2025 年度） 2,799.24 万元，同比增长 273.83%。在国家和地方对新能源汽车 行业及工业自动化行业的政策支持下，公司依托现有的资源优 势，较好的落实了客户需求，公司营业收入整体稳定增长。感谢 关注！ Q5：公司之后的盈利有什么增长点？ A：尊敬的投资者您好，公司电动汽车电机控制器产品主要匹配 新能源商用车，目前，我国新能源商用车销售渗透率仍较低，特 别是新能源重卡的渗透率还很低，随着排放标准不断升级、各类 换电模式规范标准逐步完善，新能源重卡经济性凸显，新能源重 卡技术提升带来整车成本下降，将会带动新能源重卡渗透率提 升，未来市场渗透率仍有较大的提升空间。 工业自动化控制方 面，我国自动化行业的技术水平和产品质量都在不断提高，并拥 有性价比高、客户需求响应及时等优势，借助国内制造业产业升 级带来机遇，推动了自动化设备的国产替代趋势。公司也将持续 加大工业自动化产品业务的布局与市场拓展力度，以期实现工业 自动化业务的增长。感谢关注！ 深圳市蓝海华腾技术 ...

证券代码：300412 证券简称：迦南科技 浙江迦南科技股份有限公司 投资者关系活动记录表 编号：20250508 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（ ） 参与单位名称及 人员姓名 通过线上参与本次网上业绩说明会的广大投资者 时间 2025 年 5 月 8 日 15:00～17:00 地点 上海证券报·中国证券网 https://roadshow.cnstock.com/ 上市公司接待人 员姓名 1、董事长兼总裁：方正先生 2、董事兼副总裁兼董事会秘书：晁虎先生 3、董事兼财务总监：徐海智先生 4、独立董事：许小明女士 投资者关系活动 主要内容介绍 1.公司 2024 年营收创新高，实现扭亏为盈。作为国内知 名的口服固体制剂智能工厂整体解决方案供应商，公司有何特 别优势？ 答：你好，公司作为国内知名的口服固体制剂智能工厂整 体解决方案供应商，优势较为明显，具体如下： 1、公司积累了以优质制药企业为主的大量客户资源，覆 盖我国除台湾、澳门以外的其他所有地区，并且延伸至全球 50 多个国家。 2、公司部分产品基本可以替代进口产 ...

证券简称：万讯自控 证券代码：300112 债券简称：万讯转债 债券简称：123112 2、领导，您好！在工业自动化控制领域，公司如何应对日 益激烈的市场竞争，保持技术优势？ 答：您好！公司坚定持续投入研发，以创新引领发展，不 断突破行业技术壁垒，提升产品技术水平，以确保市场竞争力： （1）坚持"自主创新+国际合作"双轨并行，加快关键核心技 术攻关，推动高端仪表国产化替代进程。通过引进国际先进技 术并进行本地化适配，结合自主研发突破"卡脖子"技术，提 升核心零部件和产品的自主可控能力。（2）组建高端智能自动 化仪表研究院，构建"预研一代、开发一代、量产一代"的梯 次创新体系。（3）深化产学研合作，构建产学研协同创新模式， 打造集"基础研究-技术开发-产业转化"于一体的创新联合体。 谢谢！ 3、公司连续三年一季度亏损，去年首亏。公司高层有没有 什么好的方法来提高公司的业绩？ 答：您好！公司将围绕未来发展战略，通过"平台化组织 +生态化运营"的新型管理模式，深化自主经营体改革，建立资 源共享机制，实现各业务单元协同发展。以技术创新为驱动引 擎，以生态协同为发展纽带，以数字化转型为战略支撑，持续 提升公司核心竞争力 ...

Group 1 - China is advancing its logistics industry through the deployment of autonomous delivery trucks, which can operate without a driver and transport up to 1,000 packages [1] - The initiative is supported by the government and aims to significantly reduce labor costs, with Shandong province planning to deploy at least 1,500 autonomous delivery vehicles by the end of 2025 [1] - Major logistics companies in China, such as ZTO Express and Alibaba's Cainiao, are actively deploying thousands of automated delivery vehicles, contrasting sharply with the situation in the United States [1] Group 2 - A report by S&P Global estimates that by 2030, China will dominate the automated freight market, positioning itself as a potential leader in the development and commercialization of autonomous vehicle technology [2] - The current landscape shows a strong presence of China's "ghost truck" fleet shaping the future of transportation, while the U.S. is lagging behind in the autonomous vehicle sector [2]

Core Viewpoint - Amazon has introduced a new warehouse robot named Vulcan, which is designed to handle tasks previously performed by humans, emphasizing that it will not replace workers but create new, higher-skilled jobs [1][4][6]. Group 1: Robot Capabilities - Vulcan can operate in Amazon's Spokane warehouse, managing 75% of 1 million unique items [4]. - The robot utilizes AI sensors to determine the precise pressure and torque needed for handling items, allowing it to work 20 hours a day [1][4]. - Vulcan can handle items weighing up to 8 pounds and operates at a speed comparable to human workers [5]. Group 2: Impact on Workforce - The introduction of Vulcan aims to reduce the physical strain on workers by limiting their tasks to mid-level shelves, thereby lowering injury risks [4][5]. - Amazon's team for developing Vulcan has grown from a few individuals to over 250 in three years, indicating significant investment and potential for growth [6]. Group 3: Future Automation and Efficiency - Amazon does not foresee complete automation in warehouses, with the team leader stating that 100% automation is not feasible [4][6]. - The company believes that reducing errors in order fulfillment through automation can lead to significant cost savings, particularly in minimizing high return rates [7]. - Vulcan is currently operational in Spokane, with plans to expand to more warehouses in the U.S. and Germany by 2026 [7].

Group 1 - The core idea of the report is to provide a practical handbook for omnichannel automation, aimed at helping marketing departments achieve growth certainty in digital marketing [1][5][6] - Marketing automation (MA) integrates various marketing functions into a digital marketing system, enhancing operational efficiency and promoting marketing growth [1][11][12] - MA is distinct from CRM and SCRM, focusing on full-link operations, user interactions, and nurturing [1][15][16] Group 2 - MA enables strategic growth by amplifying and accelerating marketing strategies through multi-touch data acquisition, leading to intelligent and automated operations [2][61] - The report emphasizes the importance of developing a go-to-market (GTM) strategy that aligns with MA for customer insights and marketing growth [2][3] - Companies should select MA products based on their specific needs, considering management strategies, growth goals, and lead operations [2][4] Group 3 - Focussend's advantages include strong delivery technology, content production capabilities, and a modular pricing system that reduces costs [2][5] - The report highlights the challenges faced by marketing departments in a down economy, including reduced budgets and personnel, while still being expected to drive growth [5][6] - The need for a gradual digital marketing development path is emphasized for companies lagging in digital transformation [6][29] Group 4 - The future of marketing automation is expected to integrate natural language generation AI (AIGC), enhancing creativity and reducing production barriers [29][30] - Cross-departmental collaboration between sales and marketing teams is anticipated to improve customer journey management [30][32] - The increasing importance of private domain operations aligns with marketing automation solutions, especially in the context of growing social media usage [31][32] Group 5 - MA is seen as a critical tool for enhancing organizational efficiency, transforming marketing departments from cost centers to customer growth centers [68][69] - The report indicates that effective collaboration between marketing and sales can significantly boost marketing revenue [68][69] - The focus on precision marketing through data-driven strategies is highlighted as a key competitive advantage for businesses [66][67]

Lincoln Electric (LECO) FY Conference Summary Company Overview - Lincoln Electric is celebrating its 130th year in 2025, recognized as a leader in arc welding solutions and automation capabilities [4][5] - The company is focused on driving profitable growth through its "Higher Standard 2025" strategy, targeting high single-digit to low double-digit growth, both organic and inorganic [5][6] Financial Performance - The company aims for a compound annual growth rate (CAGR) of 300 to 400 basis points from acquisitions, with current tracking at 440 basis points, exceeding targets [7][66] - Lincoln Electric has achieved an EPS CAGR of approximately 22% through 2024, surpassing its high teens to low 20s target [10] - Operating profit margins have improved from 13.7% to 15.7%, with a target of reaching 16% [8][10] - Cash conversion is targeted at 100%, with working capital objectives in the top decile at 15% [6] Market Position and Growth Strategy - The company is well-positioned across various end markets, including automotive (20% of business), general industries (32%), heavy industries (19%), energy (16%), and structural (13%) [15][16][22][24] - In Q1, four out of five tracked end markets showed growth, with automotive capital investment being strong while consumables were down mid-single digits [16][17] - The company is optimistic about long-term growth in automotive, heavy industries, and energy, despite short-term challenges [15][22][24] Pricing and Volume Dynamics - Lincoln Electric has implemented a pricing collar of 2% to manage growth expectations, currently tracking at 8% growth, with 11% excluding pricing [7][8] - The company anticipates mid-single-digit price increases for the year, offset by volume pressures [26][28] Strategic Focus Areas - The company is focusing on automation, EV charging, and additive manufacturing as growth adjacencies [5][39] - Lincoln Electric is investing in DC fast chargers and has broadened its product offerings in EV charging, targeting a market with increasing demand [41][44] - The automation segment has seen significant growth, with sales increasing from $400 million in 2020 to $911 million in 2024 [50] M&A and Capital Allocation - The company prioritizes growth through acquisitions while balancing capital allocation between internal investments and returning cash to shareholders [67][68] - Share repurchases are expected to be between $300 million to $400 million in 2025, with $107 million already executed in Q1 [69] - The integration of the Foray acquisition is progressing well, exceeding margin expectations [70][71] Conclusion - Lincoln Electric is strategically positioned for long-term growth, leveraging its strong market presence, diverse end markets, and focus on automation and electrification opportunities [34][36][39] - The company remains cautious in its outlook due to market uncertainties but is confident in its ability to navigate challenges and capitalize on growth opportunities [28][29]

Core Viewpoint - The "2025 Omnichannel Automation Practical Handbook" published by Focussend aims to provide comprehensive guidance for enterprises in the field of marketing automation, helping them achieve marketing growth in a complex and changing market environment [1]. Group 1: Overview of Marketing Automation - Marketing automation is a digital system that integrates various marketing modules, optimizing operational management and distinguishing itself from CRM and SCRM [1][11]. - The future of marketing automation will involve integration with AIGC (Artificial Intelligence Generated Content), enabling cross-departmental collaboration and meeting private domain operation needs [1][27]. - Different types of enterprises have varying compatibility with marketing automation products, with B2B companies focusing on lead nurturing and B2C companies emphasizing consumer reach [1][35]. Group 2: Marketing Value and Strategic Significance - Marketing automation can achieve strategic growth in marketing, empowering refined operations and revitalizing existing users in the private domain [1][54]. - It amplifies and accelerates marketing strategies through multi-touchpoint data acquisition, leading to intelligent and automated operations [1][60]. - The system enhances marketing competitiveness, aids in precise marketing, and improves retention rates and return on investment (ROI) [1][62][66]. Group 3: Achieving Marketing Growth - Companies should align their marketing automation strategies with their Go-To-Market (GTM) strategies, focusing on customer insights, efficiency improvements, and marketing growth [2][72]. - Establishing a customer acquisition channel analysis model and matrix is essential for expanding both online and offline customer acquisition channels [2][88]. - Continuous testing and optimization of nurturing strategies are necessary, along with improving overall marketing collaboration between market and sales departments [2][30]. Group 4: Selection of Marketing Automation Products - Enterprises should assess their needs for marketing automation products based on digital transformation requirements, growth objectives, and lead operations [2][34]. - When selecting MA service providers, attention should be paid to product functionality, pricing, service quality, and the provider's reputation [2][34]. - A demand matching checklist should be established to clarify procurement and usage costs, avoiding common pitfalls [2][34].

Eos Energy Enterprises (EOSE) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Liz Higley - VP - Financial Performance & IRJoe Mastrangelo - CEOEric Javidi - CFONathan Kroeker - CCOMarty W. Malloy - Director of ResearchPatrick Ouellette - Equity Research AssociateJoseph Osha - Senior Managing Director - Equity Research Conference Call Participants Chip Moore - Managing Director & Senior Research AnalystThomas Boyes - Analyst Operator Good morning, and welcome to the EOS Energy First Quart ...