证券简称：百纳千成 证券代码：300291 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 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他：（请文字说明其他活动内容） | | 参与单位名称及 | 参与公司 2024 年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025 年 4 月 29 日 15:00-17:00 | | 地点 | | | | 谈"栏目 | | | 董事长、总经理 方 刚 | | | 独立董事 江 伟 | | 员姓名 | | | | 财务负责人 李佳斌 | | | 北京百纳千成影视股份有限公司（以下简称"公司"）于 | | | 月 在深圳证券交易所"互动易"平台"云 4 29 日（星期二）15:00-17:00 | | | 访谈"栏目举行了 2024 年度网上业绩说明会，本次说明会通过问答环 | | | 节向投资者介绍了公司业务经营、项目储备及发展规划等方面的内容。 | | 主要内容介绍 | | | | 图书，是否有点太杂了？ ...

Core Viewpoint - Shennong Group reported significant growth in both revenue and net profit for 2024, primarily driven by rising pig prices and reduced breeding costs [2][3]. Financial Performance - In 2024, Shennong Group achieved an operating income of approximately 5.584 billion yuan, a year-on-year increase of 43.51% [3]. - The net profit attributable to shareholders was about 687 million yuan, reflecting a substantial year-on-year growth of 271.16% [3]. - The net profit after deducting non-recurring gains and losses was approximately 697 million yuan, up 275.62% year-on-year [3]. - Total assets reached around 6.655 billion yuan, a 16.66% increase from the end of 2023 [3]. - The net assets attributable to the parent company were about 4.833 billion yuan, growing by 15.19% compared to the end of 2023 [3]. Business Segments - Revenue from pig products in 2024 was approximately 3.798 billion yuan, an increase of 81.53% year-on-year, with a gross margin of 23.42%, up 20.81% [5][8]. - The company sold a total of 2.2715 million pigs in 2024, marking a 49.40% increase year-on-year [5]. - The feed business generated significant revenue, with a total of 600,500 tons sold, of which 68,900 tons were for export [10]. Cost Management - The breeding cost in January 2024 was below 14 yuan per kilogram, with a total cost of approximately 14.6 yuan per kilogram [5]. - By February 2025, the company aims to reduce the total cost to 12 yuan per kilogram, down from 13.2 yuan per kilogram in December 2024 [6][5]. - Specific cost reductions included a decrease of about 0.4 yuan per kilogram in feed costs and 0.2 yuan per kilogram in livestock costs [5]. Strategic Focus - Shennong Group is committed to a full industry chain development strategy in pig farming, focusing on cost reduction and efficiency improvement through various measures [5][2]. - The company plans to enhance feed formulation research to improve nutritional content and economic benefits, supporting both its breeding segment and end customers [11].

Core Viewpoint - Tangrenshen Group achieved a turnaround in profitability for 2024, reporting approximately 24.3 billion yuan in revenue and a net profit of about 355 million yuan, driven by the synergistic development of its feed, pig farming, and meat processing businesses [2] Group 1: Financial Performance - The company reported a net profit attributable to shareholders of approximately 355 million yuan and a net profit of about 297 million yuan after deducting non-recurring gains and losses, marking a significant improvement from previous losses [2] - The revenue for the year reached around 24.3 billion yuan, indicating a strong performance in its core business areas [2] Group 2: Business Strategy - The company focuses on a collaborative development model encompassing "biological feed + healthy farming + branded meat," which enhances operational resilience and quality [3] - Tangrenshen has established a comprehensive industrial chain that includes feed production, breeding, fattening, slaughtering, and meat processing, ensuring safety and traceability throughout the entire process [3][4] - The company emphasizes low-cost pig farming and has increased its breeding scale to reduce costs and boost farmer incomes, thereby enhancing its own profitability [3] Group 3: Operational Efficiency - By increasing feed sales during the bottom of the pig cycle, the company stabilizes its operating cash flow, providing effective support for its farming business [4] - The company leverages scale procurement and nutritional technology to improve feed quality and reduce costs, which benefits its pig farming operations [3][4] - The operational model aims to align the interests of customers, the company, and employees, creating a win-win situation that allows the company to navigate multiple pig cycles smoothly [5]

Core Viewpoint - 康芝药业 reported a significant reduction in losses for Q1 2025, indicating improved financial health and operational efficiency in the children's healthcare sector [1][2] Financial Performance - In 2024, 康芝药业 achieved revenue of 473 million yuan, with a net profit attributable to shareholders of -216 million yuan [1] - For Q1 2025, the company reported revenue of 112 million yuan and a net profit of -9.69 million yuan, marking a 79.16% reduction in losses compared to the same period last year [1] - The net cash flow from operating activities for Q1 2025 was 40.51 million yuan, a substantial increase of 228.66% year-on-year [1] Market Position and Opportunities - 康芝药业 is a leading player in the domestic children's healthcare market, offering over 30 types of children's medications that address common pediatric conditions [1] - The children's medication market in China has surpassed 100 billion yuan, with a penetration rate of less than 8%, indicating significant growth potential [1] - The regulatory environment is becoming more favorable, with the National Medical Products Administration approving 106 new children's medication varieties in 2024, a record high [1] R&D and Innovation - The company utilizes advanced technology platforms such as "oral fast-dissolving films," "ultrafine particle preparation," and "microstructural detection of powders" to address industry challenges in children's formulations [2] - As of the end of 2024, 康芝药业 has seven drug development projects in the registration process, with three products, including children's dextromethorphan films, undergoing clinical research [2] Strategic Initiatives - 康芝药业 plans to focus on "new products, new customers, new channels, and new strategies" to enhance market coverage and customer loyalty [2] - The company aims to strengthen market penetration in 2025, covering more regions and consumer groups while increasing investment in innovative drugs and children's health products [2]

用光伏发出的绿色电能，将水电解成纯度99.99%的氢气；岩洞储氢技术让废弃矿山变身"氢能仓库"；加 满氢能的新型公交车，奔驰在街头……湖北省大冶市，曾经矿灯闪烁的工业重镇，一条"制、储、输、 加、用"氢能全产业链正加快形成，绿氢绿电点燃绿色转型希望之光。大冶是一座矿冶名城，也是全国 首批资源枯竭型城市。千百年来，这里"炉火照天地、红星乱紫烟"，是新中国重要的原材料工业基地。 去年12月12日，大冶深地储氢科研中试基地项目岩洞氢储能系统开工建设，标志着国内岩洞储氢技术实 现零的突破，曾经的废弃矿山将变身"氢能仓库"。"用山体作为巨大储气罐，经济又安全。"中冶武勘工 程设计院总经理陈斌介绍，这是我国岩洞大规模储氢技术的首次探索。向地下要空间，向科技要答案。 大冶市矿山资源丰富，非常适合作为岩洞储氢技术试点。大冶市联合中国科学院武汉岩土力学研究所， 突破临氢材料、智慧管控等关键技术，将废弃矿洞改造为"地下氢库"，实现"采空区变能源仓、尾矿场 变发电站"。 4月11日，大冶东综合能源站顺利实现加氢。4月18日，大冶市12辆氢能源公交车上路……一条氢 能"制、储、输、加、用"的全产业链在大冶加速形成。随着大冶东综合能源 ...

Core Viewpoint - The company experienced a significant decline in revenue and net profit in 2024, attributed to weak consumer demand, particularly affecting high-end products [1][2]. Financial Performance - In 2024, the company achieved revenue of 692 million yuan, a decrease of 11.81% year-on-year, and a net profit of 175 million yuan, down 31.34% from the previous year [1]. - For Q1 2025, revenue was 171 million yuan, a decline of 22.68% year-on-year, with a net profit of 58.37 million yuan, down 24.32% [1]. Product Category Analysis - High-end product sales, particularly Lingzhi spore powder, saw a more significant decline compared to mid- to low-end products. Lingzhi spore powder sales dropped by 16.46% to 446 million yuan in 2024 [2]. - Specific sales figures for Lingzhi spore powder products include: - Broken wall Lingzhi spore powder: 102 million yuan, down 20.23% - Broken wall Lingzhi spore powder: 221 million yuan, down 9.46% - Broken wall Lingzhi spore powder granules: 104 million yuan, down 24.46% - Broken wall Lingzhi spore powder slices: 18.63 million yuan, down 21.53% [2]. - Iron-clad Dendrobium products generated 113 million yuan in sales, a decrease of 11%, with specific declines in sales of Iron-clad Dendrobium granules and extracts [2]. Sales Volume and Pricing - The sales volume of Lingzhi spore powder products in 2024 was 25.72 tons, down 13.84%, with an average price of 17.33 yuan per gram, down 3.04% [3]. - Iron-clad Dendrobium products had a sales volume of 13.91 tons, up 7.33%, but the average price fell to 8.11 yuan per gram, down 17.08% [3]. Market Expansion and Strategy - The company reported that 65.23% of its revenue came from Zhejiang province, with only 9.61% from outside the province and 25.16% from online sales [3]. - Revenue growth rates for different regions showed declines: Zhejiang province down 7.52%, outside Zhejiang down 18.81%, and online sales down 19.51% [4]. - The company is restructuring its distributors and plans to enhance its presence in the provincial market through traditional and flagship store channels [4]. Competitive Advantage - The company has established a comprehensive supply chain model and developed proprietary technologies for its products, ensuring safety and efficacy [5]. - The company has cultivated 10 superior varieties of medicinal materials, including three types of Lingzhi and three types of Iron-clad Dendrobium [5]. - The unique low-temperature supersonic airflow breaking technology significantly enhances the absorption rates of active ingredients in its products compared to traditional methods [5]. Future Projections - Revenue projections for 2025-2027 are 732 million yuan, 815 million yuan, and 899 million yuan, representing year-on-year growth rates of 5.9%, 11.4%, and 10.2% respectively [6]. - Net profit forecasts for the same period are 191 million yuan, 219 million yuan, and 244 million yuan, with corresponding growth rates of 9.3%, 14.8%, and 11.4% [6].

4月28日晚间，ST香雪（300147）(300147.SZ)同步披露2024年年报及2025年一季报。多重不利因素影响 下，报告期内公司营收利润均有所下滑，公司业务经营处于相对低谷。但结合近期行业动态及公司业绩 报告来看，公司在业务经营、新药研发以及公司治理层面，仍有可圈可点之处，投资者或能从中看到企 业后续向好发展的曙光。 从业务经营本身来看，2024年，公司占营收比重最大的中药材业务收入同比增长25.69%，实现9.36亿 元，为公司贡献了2.80亿元毛利。年报指出，公司一直专注于中成产业链的生产与销售业务，积极布局 上游中药材生态种植基地、投资下游医药流通企业。在中药材环节，公司已在宁夏、四川、云南、广东 等地建立了中药材生产基地，形成了"中药材种植—中药饮片生产—中成药制造—医药流通—新药研 制"的全产业链布局，在中药领域具备较强的综合竞争实力和抗风险能力。 新药研发领域，最值得关注的是公司在研1类新药TAEST16001注射液的研发进展。年报披露，该药品 Ⅱ期临床试验阶段性总结数据再次入选美国临床肿瘤学会(ASCO)年会，以墙报的形式首次公开数据。 据悉，该药品是国内首个获得IND批准的TCR-T ...

2025年04月 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，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。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002299 证券简称：圣农发展 公告编号：2025-028 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 R否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二） 非经常性损益项目和金额 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 □适用 R不适用 1、资产负债类项目 1）报告期末，货币资金较年初增加88,917.87万元，增幅117.90%，增长主要源于两方面因素：一是本 报告期内公司盈利能力较好及经营性现金流表现强劲，推动内生资金储备增加；二是得益于当前较低的 资金成本，公司适度 ...

很多投资者未曾想到，从化纤行业起家的荣盛石化（002493）（002493），会在短短数年，一跃成为全 球石油化工龙头之一。 作为中国民营炼化排头兵，创立30年来，荣盛石化始终坚守主业，不断做强实业，完成了织布—加弹— 切片纺—聚酯直纺—PTA—芳烃（PX）—炼油的多次产业链升级，打破日韩对芳烃、工程塑料等重要 大宗化工产品的长期垄断，逐个击破供给瓶颈，全产业链布局，实现"一滴油到世间万物"。如今，荣盛 石化位列"2024年全球化工企业100强"第8位、"2024年全球化工最具价值品牌榜"第6位。 作为荣盛石化旗下控股子公司，浙石化4000万吨级炼化一体化项目的建成投产，是公司发展历程中的关 键里程碑。该项目是浙江省深入贯彻落实党中央、国务院决策部署的一项重要工作，也是中国（浙江） 自由贸易试验区打造油品全产业链，落实"三基地一中心"发展战略的重要依托工程，是新时代的浙江工 业战线辟新路、开新局的龙头项目。从行业来看，它又是创建世界一流、引领高质量发展的先锋示范工 程，具有举足轻重的意义。 浙石化4000万吨级炼化一体化项目，于2017年7月开始打桩建设，一期、二期分别于2019年和2022年建 成投产。目前 ...

真兰仪表 20250428 摘要 • 2024 年公司营收 15.01 亿元，同比增长超 10%，净利润 3.25 亿元，略 高于 2023 年的 3.20 亿元，表明公司在行业逆境中保持增长。 • 扣非净利润下滑主要由于理财产品增加非经常性损益，以及新开拓的水表 和汽车零部件业务毛利率较低，对主业业绩形成制约。 • 公司燃气表销量维持在 800 万台水平，国内市场趋于饱和，依赖存量替换 难以实现爆发式增长，市占率略有增长但提升不明显。 • 公司在智能燃气表领域拥有全产业链业务模式，通过扩大市场渗透率和自 主研发核心计量模组降低成本，提升市场竞争力。 • 公司积极拓展新业务，水表业务营收接近 9,000 万，预计 2025 年翻倍增 长；汽车零部件业务营收约为 5,900 万，计划未来三至五年内逐步培养。 • 海外业务 2024 年增长近六成，实现销售额 2.17 亿人民币，主要得益于与 阿尔及利亚客户的合作，但面临国内同行竞争加剧和数据安全挑战。 • 公司通过自动化生产线和精益生产优化供应链，降低成本，但短期借款增 加导致负债率高于行业均值，计划通过财务资助缓解汽车零部件业务的资 金压力。 Q&A 请介绍一 ...