证券代码：002283 证券简称：天润工业 天润工业技术股份有限公司投资者关系活动记录表 编号：2025-003 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（电话会议） 活动参与人员 会议采用电话会议形式，具体参会人员详见附件。 上市公司接待人员： 董事、董秘、副总经理、财务总监：刘立 证券办公室部长：冯春 证券事务代表：吕旭艺 时间 2025 年 4 月 28 日（星期一）14:00-14:45 15:30-16:25 地点 天润工业技术股份有限公司 形式 电话会议 交流内容及具体 问答记录 一、公司简介： 公司董事会秘书刘立女士对公司 2025 年第一季度报 告进行简单解读。 二、投资者问答： 问：一季度的收入与利润同比增长，请问从发货到 确认收入的周期是多久？ 答：公司的生产计划通常是根据客户需求和库存情 况来安排，根据客户的需求进行发货，发货到客户入库、 验收，基本上是一个月的时间，所以从发货到确认收入， 通常是一个月的时间。一季度确认的收入相当于去年 12 月到今年 2 月的发货收入。 | 问：一季度毛利率下滑以及净利率上升的原因？ | ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company reported a turnaround in Q1 2025, achieving profitability after a loss in 2024, with Q1 2025 revenue of 349 million yuan, a year-on-year increase of 24.8%, and a net profit of 1 million yuan, up 118% year-on-year [4][8] - The company is focusing on opportunities in marine engineering and industrial robotics, leveraging its expertise in steel wire rope technology to expand into high-end equipment sectors [5][6] - The photovoltaic business faced challenges in 2024 but is expected to improve profitability in 2025 as market conditions change [7][8] Summary by Sections Financial Performance - In 2024, the company reported revenue of 1.247 billion yuan, a decline of 22.34% year-on-year, and a net loss of 189 million yuan, a decrease of 694.08% year-on-year [4][10] - The fourth quarter of 2024 saw revenue of 215 million yuan, down 29.39% year-on-year, with a net loss of 161 million yuan [4] - For 2025, projected revenues are 1.502 billion yuan, 1.733 billion yuan, and 1.946 billion yuan for 2025, 2026, and 2027 respectively, with expected year-on-year growth rates of 20.5%, 15.3%, and 12.3% [8][10] Business Segments - The marine engineering segment has established itself as a benchmark in the industry, with long-term partnerships with major clients such as CNOOC and Guangzhou Salvage Bureau [5] - The industrial robotics segment is expanding by applying traditional steel wire rope technology to high-performance lifting components, marking a significant transition from traditional manufacturing to high-end intelligent equipment [6] - The photovoltaic segment, despite facing a downturn, achieved a shipment of 2.78 GW of battery products in 2024, a year-on-year increase of 60.96% [7] Future Outlook - The company aims to cultivate new growth points through its three main business divisions, with expectations of improved profitability and revenue growth in the coming years [8] - The projected net profit for 2025 is 15 million yuan, with significant growth expected in subsequent years, reaching 32 million yuan by 2027 [10]

Core Viewpoint - Linglong Tire plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its capital strength, competitiveness, and international brand image, while supporting its global business development and strategy implementation [1][3]. Group 1: Financial Performance - In 2024, Linglong Tire achieved a revenue of 22.058 billion yuan, representing a year-on-year growth of 9.39% [3]. - The net profit attributable to shareholders was 1.752 billion yuan, showing a significant year-on-year increase of 26.01% [3]. Group 2: Global Strategy - Linglong Tire has established a "7+5" global layout strategy, with production bases in China and overseas locations in Thailand and Serbia, indicating steady progress in its globalization efforts [3]. - The company aims to complete the H-share issuance within the validity period of the shareholders' resolution, subject to necessary approvals from regulatory bodies [4]. Group 3: Technological Innovation - Linglong Tire is committed to technological innovation, with a global R&D system established across multiple locations, including China, the US, and Germany [6]. - The company has developed a range of high-performance products, integrating proprietary technologies and focusing on high quality and added value [6]. - Advanced technologies such as industrial internet, big data, and AI are utilized to enhance product quality and ensure efficient production processes [6]. Group 4: Sustainability and Industry Leadership - The European Linglong factory incorporates cutting-edge technologies and has achieved full automation and digital management, significantly improving product quality and production efficiency [5]. - The factory promotes a new model of "green, clean, civilized, and lean" manufacturing, leading the industry towards more environmentally friendly and efficient practices [5]. - In 2023, the European factory received a high score of 94 in a sustainability audit conducted by a third-party organization, highlighting its commitment to social responsibility [5].

以下是 京东 4Q24电话会纪要，财报点评请见《 国补撑场，京东总算 "出坑"了 》 一、财报核心信息回顾 | JD financial results wrap | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2Q23 | 4Q24E var | | | | | 3Q23 | 4Q23 | | | | 3Q24 | | 4Q24 | | | | | | | Rmb100 mn | | 4Q22 | 1Q23 | 1Q2 ...

一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 佑驾创新 港股｜挂牌上市 据IPO早知道消息，深圳佑驾创新科技股份有限公司（以下简称"佑驾创新"， MINIEYE）于2024年 12月27日正式以"2431"为股票代码在香港联交所主板挂牌上市。 佑驾创新在本次IPO中总计发行39,190,000股H股股份，募集资金净额约6.06亿港元。其中，香港公 开发售部分获14.04倍认购，国际发售部分获1.09倍认购。同时，佑驾创新在本次发行中引入了康成 亨国际投资有限公司以及Horizon Together Holding Ltd.（地平线（9660.HK））两家基石投资 者，累计认购超5.4亿港元。另据「IPO早知道」从多个独立消息源获悉，美的集团同样参与了佑驾 创新的本次IPO发行。 根据灼识咨询的资料，按2023年L0级至L2+级解决方案的收入计算，佑驾创新在中国所有新兴科技 公司中排名第四。此外，佑驾创新还在开发和测试L4级自动驾驶功能，预计将在2025年第一季度交 付iRobo解决方案。 在持续发力国内市场的同时，佑驾创新的全球化战略亦不断推 ...