3、金利华电新成立的智慧公司是否计划主营为售卖海德利 森的氢能设备和世纪普能的储能设备？谢谢！ 证券代码： 300069 证券简称：金利华电 金利华电气股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 分析师会议 □ | | | --- | --- | --- | | 类别 | 业绩说明会 □ 媒体采访 √ | | | | □ 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 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 年 月 (周五) 下午 2025 5 16 15:00~17:00 | 日 | | 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 | 1、董事、总经理王军 | | | 员姓名 | 2、独立董事上官泽明 | | | | 3、财务总监魏枫 | | | | 4、副总经理、董事会秘书马晟 | | | | 投资者提出的问题及公司回复情况 | | | | ...

智通财经5月16日电，记者从牧原股份2024年股东大会现场获悉，牧原股份4月养殖成本已达到12.4 元/kg，公司此前提出的"头均600元"降本目标，目前已实现三分之二。小财注：公司2025年的成本目标 是全年平均12元/kg。（智通财经记者 张晨静） 牧原股份：4月养殖成本12.4元/kg 头均600降本目标已实现三分之二 ...

Group 1 - The global capital markets have experienced significant volatility and rebound since April, driven by tariff announcements and subsequent retaliatory measures between the US and China [1] - The Hang Seng Tech index saw a sharp decline of 17% on April 7, but the market began to recover following a 90-day tariff exemption announced by Trump and new agreements with China and the UK [1] - The focus during the earnings season has been on the application of AI technology in the internet sector, with Tencent investing 27.5 billion in AI, accounting for 15% of its revenue, leading to a 20% year-on-year growth in its advertising business [1] Group 2 - Alibaba's latest earnings report shows a 7% year-on-year revenue growth, slightly below market expectations, while net profit increased by 22% [2] - Alibaba Cloud's revenue growth accelerated from 3% to 18%, with AI-related product revenues achieving triple-digit growth for seven consecutive quarters [2] - Other internet companies like JD.com are also benefiting from AI and traditional business efficiencies, indicating a recovery from previous revenue lows [2] Group 3 - Tianhong Fund suggests that the Hong Kong stock market has room for further growth, with internet giants starting to see a recovery in profits, projecting a 5% to 10% upward revision in earnings [3] - The future performance of the Hong Kong market will depend on the continued advancement of AI technology, the formation of business closed loops, and stable economic growth in mainland China [3] - The current valuation of the Hang Seng Tech index is approximately 22 times earnings, which is still lower than the Nasdaq's 30 times, indicating potential for upward adjustment [3]

Core Viewpoint - The company held its 2024 annual online performance briefing, achieving a 100% response rate to investor questions, indicating strong engagement and transparency with stakeholders [1]. Financial Performance - As of the end of 2024, the company's total liabilities amounted to 8.9 billion, with interest-bearing liabilities at 4.687 billion, resulting in a debt ratio of 80.61% and an interest-bearing asset liability ratio of 42.46%, showing a continuous downward trend [2][10]. - The company's fertilizer inventory stood at 216,100 tons by the end of 2024 [9]. Product Development and Strategy - The company aims to be a respected provider of agricultural solutions, focusing on the development and promotion of controlled-release fertilizers, which are encouraged by the state for their high efficiency and labor-saving benefits [3]. - The company has developed a comprehensive range of products, including compound fertilizers, controlled-release fertilizers, and various plant nutrition solutions, establishing a leading advantage in technology, variety, and scale [3]. Project Updates - The construction of the Maluzhao phosphate mine is currently in the "four connections and one leveling" phase, with the project facing various uncertainties, including policy approvals and geological conditions, which may affect the timeline [4][9][17]. - The company is actively working to expedite project construction and improve performance through marketing breakthroughs and cost reduction measures [4]. Market Expansion - The company has established factories in Spain and a marketing network in Southeast Asia, actively expanding its international business [12]. - The company is collaborating with AgriAKU in Indonesia to build 200 demonstration fields for various crops, indicating a commitment to international agricultural development [10]. Future Outlook - The company plans to enhance its revenue and profitability through marketing breakthroughs, cost reduction, and operational efficiency improvements, with a focus on product transformation and digitalization [8][15]. - The company is committed to sharing controlled-release fertilizer technology globally, with plans to promote it in Europe, East Asia, Southeast Asia, and Africa [18].

在哈尔乌素露天煤矿的广袤作业面上，穿爆作业牙轮钻机的轰鸣声与爆破的震动声犹如交响乐的前奏，既需要精准把握爆 破参数的每个音符，又要统筹协调后续工序的节奏韵律。今年，哈尔乌素露天煤矿穿爆队通过流程再造、技能淬炼、创新驱动 三把"金钥匙"，在矿山上谱写出降本增效的动人乐章。 过去，穿孔作业流程像一条沿袭已久的轨迹，大家按部就班，但效率与成本始终存在优化空间。穿爆队决心打破常规，对 流程"大刀阔斧"重塑，技术攻坚小组的成员一头扎进地质资料堆里，反复研究岩石层特性，结合爆破要求，精心优化布孔设 计。 除了一对一"传帮带"，伴随着技能竞赛的号角吹响，岗位练兵也在如火如荼地进行着。钻机操作技能比拼现场，选手们全 神贯注，精准操控钻机，力求在速度与精准度上拔得头筹；爆破参数计算竞赛里，大家争分夺秒，用最优化方案展现对知识的 娴熟掌握。竞争激发潜能，职工们的技能水平在"学-练-比"中节节攀升，爆破作业里，炸药使用量因地因时制宜，同比降低了 18.6%，亮眼数据的背后是职工从理论到实践全方位的成长赋能。 "我们根据不同区域岩石硬度、走向，结合地质条件和爆破要求，精准规划钻孔位置和角度，减少不必要的钻孔数量，提 高钻孔的有效性， ...

Group 1: Company Performance and Financials - The company reported a net profit loss for 2024 primarily due to the continuous decline in the real estate industry in Chongqing, leading to decreased demand and prices for ready-mixed concrete products, which in turn affected sales and revenue [4] - The company's operating revenue for 2024 was 1.412 billion yuan [4] - In Q1 2025, the company achieved an operating revenue of 248 million yuan, with a net profit attributable to the parent company of -858,900 yuan [6] Group 2: Market Conditions and Pricing - As of March 2025, the tax-inclusive guiding price for C30 ready-mixed concrete in Chongqing was 305 yuan per cubic meter, a decrease of 5 yuan from February [4] - The construction materials sector is under pressure due to the contraction in the real estate and infrastructure markets, with major companies in the industry focusing on supply chain integration and marketing efforts to capture market share [8] Group 3: Strategic Initiatives and Future Outlook - The company aims to stabilize performance growth by focusing on its core business of ready-mixed concrete, enhancing market share, and implementing cost-reduction measures [5] - The company is exploring transformation and upgrading opportunities while ensuring the competitiveness of its main business, although no specific direction for transformation has been determined yet [5][6] - The company plans to use remaining raised funds primarily for temporary working capital to support its main business development [6]

协同的美好与执行的复杂。 除了桂生悦，参会的高管还包括吉利控股集团 CEO 李东辉、极氪科技集团 CEO 安聪慧、吉利汽车集 团 CEO 淦家阅、吉利汽车集团 CFO 戴永。吉利汽车创始人、吉利控股集团董事长李书福没有参加。 "一个吉利" 加速成形 极氪一定会回归吉利 一周前，吉利汽车控股（吉利汽车上市主体）向极氪发出非约束性报价函，初步表达将极氪私有化的 意向。 尽管吉利控股董事长李书福当时已经说，此举是进一步落实《台州宣言》，提升资源利用效 率、深化品牌协同的重要步骤，但部分市场人士认为，吉利汽车最终是否会私有化极氪，仍存在一定 变数。 文 丨 司雯雯 赵宇 编辑 丨 龚方毅 "面对激烈的市场竞争和日益复杂的市场环境，吉利汽车只有改变过去品牌 '小而散、散而乱' 的现 象，进行深度整合，把公司的资源凝聚成一个拳头，我们才有可能取得胜利。"5 月 15 日下午， 吉利 汽车控股有限公司行政总裁桂生悦在公司今年一季度业绩会上说。 今年一季度，吉利的销量、营收和利润均有所增长。其中，新车销量 70.4 万辆，同比增长 48%；营 收 725 亿元，同比增加 25%；归母净利润 56.7 亿元，同比增幅达 264 ...

如何看待白电龙头降本增效？20250515 摘要 • 家电企业通过全面预算管理和效率驱动价值链战略，构建了系统化的成本 管控体系，尤其美的等龙头企业已实现全链条成本优化。 • 中国白色家电生产线自动化率已达 80%以上，显著减少人工需求并提高设 备使用率，数字化转型是降本增效的关键驱动力，尤其在北京、上海等地。 • 中国白色家电行业在全球市场表现出色，美的等企业通过自动化控制技术， 设备控制率达 80%以上，提升生产效率和国际竞争力。 • 中国白色家电行业未来可通过扩大降本增效覆盖范围和复制优秀环节深度 挖掘价格优势，机械自动化水平仍有 50%的提升空间。 • 美的、海尔等品牌通过提升物流效率和集约化运营，提高了运营效率，但 仍有进一步优化的空间，信息化系统的优化也功不可没。 • 2025 年空调行业线上价格波动显著，美的承诺通过内部经营效率优化， 如人员优化和精细化管理，确保盈利不受明显影响。 • 格力电器估值相对较低且有向上趋势，海尔受益于关税压力缓解修复空间 较大，美的毛利率高但估值不便宜，稳定配置仍是合理选择，分红及股息 回报比例较高。 Q&A 今年家用空调市场的竞争态势如何？企业应如何应对这一变化？ ...

| | √ 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 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中信证券、兴业证券、华福证券、开源证券、珠海横琴财东基金 | | 人员姓名 | | | 时间 | 2025 年 5 月 15 日 15:00-16:15 | | 形式 | √现场 口网上 口电话会议 | | 上市公司接待人 | 董事、总经理、财务负责人：国磊峰 | | | 董事、副总经理、董事会秘书：刘月寅 | | 员姓名 | 证券事务代表：白雪龙 | | | 证券事务高级经理：王孟云 | | | 问题 1：公司 2024 年净利润增长原因？中药产品的增长 | | | 情况？ | | | 回复： | | | 2024 年度，公司归属于上市公司股东的净利润增长原因 | | | 主要如下： | | | 1、公司主要产品销售贡献增加： | | 投资者关系活动 | （1）公司的中药产品主要为安脑丸/片，该产品为独家中 | | 主要内容介绍 | ...

编号：2025-039-043 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 华安证券 王强峰、潘宁馨、刘天其 东方基金 徐振邦 广发证券 曲尚浩 时间 2025 年 5 月 15 日 地点 公司会议室 上市公司接待人 员 董事会秘书董旭海、董事会办公室人员 投资者关系活动 主要内容介绍 投资者：芳纶二季度销售的趋势？ 答：正常二季度都比一季度好，一季度一般是最差的。 投资者：价格整体还是稳定？ 答：对。 投资者：超高分子聚乙烯也可以用在防护领域，有替代关 系？ 答：有一点。目前主要是头盔和防弹衣两个市场，头盔是它 为主，防弹衣是芳纶为主，装甲都有用的。 投资者：隔膜的应用情况？固态上的应用的进展？ 答：隔膜去年一直在做验证，目前来看验证通过的大概十家 左右，有一些比较急的订单是中试线在做，大部分是要等产 业化，大线调好了用大线来做。大线目前是设备安装好了在 调试，还没有完全调完。 1 投资者关系活动记录表 投资者关系活动记录表 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关 ...