投资者关系活动记录表 证券代码：300124 证券简称：汇川技术 深圳市汇川技术股份有限公司投资者关系活动记录表 编号：2025-5 | | □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 | | 参与单位名称及 | 总体参会人员约 770 人。 | | 人员姓名 | | | 时间 | 2025 年 4 月 29 日 15:00-17:00 | | 地点 | 进门财经平台 公司董事长、总裁朱兴明先生 | | | 董事、副总裁、董事会秘书宋君恩先生 | | 上市公司接待人 | | | 员姓名 | 独立董事黄培先生 | | | 财务总监刘迎新女士 | | | 管理层对公司 2024 年年度及 2025 年第一季度的经营情况进行 | | | 了回顾，并回复投资者问题。 | | | 1、在当前的关税环境下，公司有没有感受到整个行业受到关税 | | | 影响的压力，对未来的展望？ | | 投资者关系活动 | 回复：四月份看到了一些影响但并不大，还需要观察五月份、六 | ...

NEWS ◆ 苹果新动向 攻击者利用「Airborne」漏洞，可以通过同一 Wi-Fi 网络，控制支持 AirPlay 的设备，并向其他连接设 备传播恶意软件，公共 Wi-Fi、商业场所等人流密集区域因此成为高危地带。 ◆ 库克称美国制造苹果 iPhone，关键在于「机器人手臂」 4 月 30 日消息，在接受 CNBC 采访时，美国商务部长霍华德・卢特尼克（Howard Lutnick）透露，在 和苹果首席执行官蒂姆・库克（Tim Cook）的谈话中，后者表示苹果一旦拥有合适的「robotic arms」 （机器人手臂），将在美国组装 iPhone。 卢特尼克近期就在美国组装生产 iPhone 问题，和库克展开了相关讨论，库克直言不讳，表示实现这一 目标的关键在于「robotic arms」（机器人手臂）。 库克强调只有当技术达到一定规模和精度时，苹果才会将生产转移到美国。库克明确表示：「这种技术 达到商用标准，我们就会迁移到美国生产。」这一表态显示，自动化技术是苹果美国制造计划的核心。 Oligo 研究人员指出，攻击者利用「Airborne」漏洞，可以实施间谍活动、勒索软件、供应链攻击等多 种复杂威胁，此外 ...

Group 1 - The core viewpoint of the news is that Jiangsu Leili and Dingzhi Technology are focusing on product development and market expansion despite facing challenges in revenue and profit growth [1] - Jiangsu Leili is projected to achieve a revenue of 3.519 billion yuan in 2024, representing a year-on-year growth of 14.38%, while its net profit is expected to decline by 7.14% to 294 million yuan [1] - The automotive parts segment of Jiangsu Leili is performing well, with significant revenue growth from new products such as laser radar motors and head-up display motors [1] Group 2 - Dingzhi Technology is expected to generate a revenue of 224 million yuan in 2024, which is a decrease of 20.80% year-on-year, but anticipates substantial growth in revenue and profit in the first quarter of 2025 [1] - Dingzhi Technology's product offerings in the industrial control sector include brushed and brushless hollow cup motors, and the company is establishing a joint venture to focus on low-voltage micro servo controllers [1] - Both companies are mitigating the impact of tariff policy changes through overseas capacity construction and global sales networks, with Jiangsu Leili also advancing its product development in laser radar and electric steering systems [1]

近日,由中铁建工集团承建的烟台城市快速路项目施工现场呈现一派繁忙景象。作为烟台市重点民生工 程,该项目宫家岛立交段和红旗路主线已进入全面施工阶段,300余名建设者放弃"五一"节假日休息,全力 冲刺工程节点。 在宫家岛立交段施工现场,桥梁上部结构施工正有序推进。项目负责人介绍,该工程整体造价约11.31亿元, 项目整体征拆、管迁量大,部分施工区域位于现状高速、主干路,车流量大,不允许封闭交通,交通导行难度 较大。为克服以上难点,项目部施工过程中,应用BIM技术优化全过程管理,建立多部门协同机制,动态跟踪 征拆管迁进度,保障资源配置与工序衔接,同时,对高速及主干路区域采用"分幅分段+错峰导行"方案,引入 智能交通监测系统实时调整导行路线,最大限度减少对交通影响,关键工序均安排在夜间低峰时段进行,并 设置装配式围挡及警示设施降低通行干扰。 中铁建工集团烟台城市快速路项目经理孙其文称,针对大跨度钢梁施工,采用工厂预制与现场精准定位相 结合的工艺,运用全站仪激光定位提升安装精度,结合有限元模拟优化吊装时序,同步实施动态应力监测确 保结构安全；针对悬挑式盖梁,研发模块化可调支架体系,采用自动化张拉设备精准控制预应力,结合 ...

斯泰兰蒂斯Stellantis ADR涨幅收窄至不足2.8%，美国商务部长卢特尼克宣称，"高度自动化的"汽车工厂将是美 国劳动力的未来。 ...

美国商务部长卢特尼克：高度自动化的汽车工厂是美国劳动力的未来。 ...

Investment Rating - The report maintains a "Buy" rating for the company [8] Core Views - The company reported a significant increase in net profit for Q1 2025, achieving a net profit of 310 million yuan, a year-on-year increase of 41.3%, despite a revenue decline of 4.8% to 3.45 billion yuan [5][6] - The improvement in gross margin is attributed to enhanced production efficiency and a shift in channel structure, with the gross margin reaching 34.3%, up 4.3 percentage points year-on-year [7][8] - The company is actively optimizing its store layout while increasing the number of high-margin direct sales channel stores [6][8] Summary by Sections Financial Performance - Q1 2025 revenue breakdown by product: cabinets 980 million yuan (-8.5%), wardrobes 1.8 billion yuan (-5.6%), bathrooms 220 million yuan (+9.7%), wooden doors 220 million yuan (+1.0%) [6] - Revenue by channel: direct sales 160 million yuan (+10.2%), distribution 2.59 billion yuan (-1.3%), bulk sales 500 million yuan (-28.6%) [6] Profitability Metrics - Q1 2025 gross margin by product: cabinets 29.7% (+4.1 pcts), wardrobes 39.8% (+4.2 pcts), bathrooms 24.1% (+2.8 pcts), wooden doors 21.2% (+6.2 pcts) [7] - Q1 2025 gross margin by channel: direct sales 55.6% (+2.5 pcts), distribution 35.4% (+3.5 pcts), bulk sales 17.4% (+1.5 pcts) [7] Future Projections - The company’s net profit forecasts for 2025-2027 have been slightly raised to 2.84 billion yuan, 3.20 billion yuan, and 3.52 billion yuan respectively, reflecting increases of 3%, 5%, and 6% [8][9] - Projected EPS for 2025-2027 are 4.67 yuan, 5.26 yuan, and 5.78 yuan, with corresponding P/E ratios of 14, 12, and 11 times [8][9]

Core Viewpoint - TianDi Online (002995) plans to acquire 100% equity of Shanghai JiaTou Internet Technology Group (JiaTou Group) for a total consideration of 360 million yuan, with 216 million yuan paid in shares and 144 million yuan in cash [1] Group 1: Acquisition Details - The acquisition will involve issuing shares and cash payments, with a total equity valuation of JiaTou Group at 360 million yuan [1] - The company intends to raise up to 216 million yuan through a private placement to no more than 35 specific investors [1] Group 2: Business Overview - JiaTou Group specializes in real-time advertising trading system services and intelligent marketing services, serving major internet companies such as Alibaba, Meituan, JD.com, Pinduoduo, and Kuaishou [1] - The core business of JiaTou Group is its self-developed ADX (Ad Exchange) advertising trading system, which provides efficient advertising placement services [1] Group 3: Financial Performance - Projected revenues for JiaTou Group are 114 million yuan in 2023 and 167 million yuan in 2024, with net profits of 18.73 million yuan and 30.57 million yuan respectively after deducting non-recurring gains and losses [2] - The gross profit margins for the advertising trading system services are expected to decline from 61.96% in 2023 to 56.96% in 2024 [2] Group 4: Client Base and Risks - The top five clients of JiaTou Group account for over 75% of its total revenue, indicating a high dependency on major internet companies [3] - The performance of JiaTou Group may be adversely affected if major clients change their marketing strategies or face operational difficulties [3] - The transaction is subject to regulatory approvals, and the timeline for these approvals remains uncertain [3]

证券代码：300097 证券简称：ST智云 投资者关系活动记录表 编号：【2025年】第01号 | | ☐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 | 线上参与公司2024年度网上业绩说明会的投资者 | | 姓名 | | | 时间 | 2025年04月29日 15:30-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓 | 董事长、总经理：师利全先生 | | | 独立董事：董群先先生 | | 名 | 副总经理、董事会秘书：华家蓉女士 | | | 1.我看25年第一季度业绩很差，那半年业绩还会那 | | | 么差吗？贵公司有什么方法可以让25年盈利吗 | | | 答:您好！公司2025年半年度业绩请关注后续公司定 | | | 期报告。感谢您对公司的支持和关注！ | | | 2.关于2025年一季报大幅下降，季报中称：主要是部 | ...

Market Outlook - The global athletic shoe market is expected to continue its stable growth over the next 5 to 10 years, driven by consumer demand for comfort and health-oriented lifestyles [2][5] - Emerging markets have significant potential for growth in athletic shoe penetration compared to developed regions like the US and Europe [2] Financial Performance - In Q1 2025, the company experienced a significant increase in new customer orders, particularly from brands like Adidas and New Balance, contributing to revenue growth [3][6] - The gross margin has seen a decline due to the initial inefficiencies of new factories and the onboarding of new employees, which is expected to improve as operations stabilize [3][9] Production and Capacity - The company is currently in a production peak season with full order books and no significant cancellations reported [5][9] - New factories are being established in Vietnam and Indonesia, with the latter expected to have a capacity of over 60 million pairs annually, starting production in mid-2024 [8] Strategic Partnerships - The company is actively pursuing partnerships with emerging brands and has already begun collaboration with Asics [3][4] - There is a focus on automating production processes to enhance efficiency and reduce reliance on skilled labor [3][7] Risk Management - The company is monitoring the impact of potential tariff changes on its operations in Southeast Asia and has prepared various response strategies [9] - Despite uncertainties in the global trade environment, the company plans to maintain its investment pace in production capacity in Indonesia and Vietnam [8]