编号：20250514 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） 参会人员名称 汇丰晋信基金、甬兴证券 时间 2025 年 5 月 14 日 10:00-10:50 地点 公司 上市公司接待人员 董事会秘书徐斌 投资者关系活动主 要内容介绍 调研记录： 公司董秘就投资者关注的问题作相应的沟通。主要沟通内容如下： 问题一：公司压缩机产品的销售及应用情况？ 答复：压缩机产品是公司重点发展的业务板块之一，主要从事螺杆空气压缩 机产品的研发设计、生产和销售，产品主要为螺杆压缩机主机及螺杆压缩机整机 两大类。2024 年度，公司压缩机产品及相关业务的销售量为 363,836 台，同比增 长 19.83%，螺杆主机荣获了第五批全国制造业单项冠军产品称号，压缩机整机 的应用范围较为广泛，可应用于轻工制造、矿山、电子、机械制造、电力、冶金、 医药、食品、石油及化工等行业。 问题二：真空泵业务的发展空间？ 答复：真空泵是产生、改善和维持真空环境的装置，是真空工艺过程中必不 可少的设备，广泛应用于化工、食品、家电、光伏、光学、锂电池、半导体等 ...

Core Insights - The importance of electronic resin as a fundamental material is increasing in the rapidly developing electronic information industry, with applications extending from smartphones to new energy vehicles [1] - Tongyu New Materials (Guangdong) Co., Ltd. has established itself as a significant player in the electronic resin field for copper-clad laminates through nearly a decade of focused investment in technology research and large-scale production [1][2] - The company has diversified its product range, including MDI modified epoxy resin, DOPO modified epoxy resin, high-bromine epoxy resin, BPA-type phenolic epoxy resin, and phosphorus-containing phenolic resin curing agents, providing systematic resin solutions for various needs [1] Industry Analysis - The global PCB (Printed Circuit Board) industry is experiencing steady growth driven by technological iterations in end applications such as 5G communication, consumer electronics, and automotive electronics, leading to a simultaneous increase in market demand for electronic resin [1] - Companies with technological accumulation and stable supply capabilities are better positioned to capitalize on this trend [1] Company Strategy - Tongyu New Materials has gradually transformed its investment in technology research and production processes into market competitiveness by integrating R&D resources and optimizing production workflows [2] - The company aims to continue focusing on technological innovation and service capability enhancement in the electronic resin field, strengthening collaboration with industry chain partners to promote product iteration and upgrade [2]

Group 1 - The core viewpoint is that the yellow flower industry in Datong, Shanxi, is being actively promoted through various cultural and sports activities, with a focus on product diversification and market expansion [1][3]. Group 2 - Datong's Yunzhou District is the largest yellow flower planting area in China, covering 178,000 acres, with an industry chain output value of 2.4 billion yuan [3]. - The yellow flower industry contributes to 21% of the average net income of farmers in the region [3]. - To stabilize planting areas, Yunzhou District has introduced a subsidy policy, providing 1,000 yuan per acre for quality bases and 2,000 yuan for new plantings [3][5]. Group 3 - A "three-year dense planting plan" has been initiated to improve land utilization, aiming to increase the average number of plants per acre to around 5,000 [5]. - The district plans to implement modern agricultural techniques, including water and fertilizer integration and micro tillage machinery [5]. Group 4 - Significant breakthroughs in deep processing are expected this year, with multiple key projects set to launch, including new production lines for various yellow flower products [5]. - A "dual-wheel drive" marketing strategy will be implemented to enhance product sales, targeting major supermarkets and agricultural markets in key regions [5].

证券代码：002320 证券简称：海峡股份 海南海峡航运股份有限公司 投资者关系活动记录表 | 编号：20250513 | | --- | | 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（请文字说明其他活动内容） | | | 参与单位名称及人 | 线上参与公司2024年度海南辖区上市公司业绩说明会的投资者 | | | 员姓名 | | | | 时间 | 2025年05月13日 16:00-17:00 | | | 地点 | 全景路演：https://rs.p5w.net | | | 上市公司接待人员姓 | 董事会秘书兼副总经理 李召辉 | | | 名 | 证券部/法务部 梁婕 刘哲 1.随着海南自贸港的推进和发展，越来越多的公司进行并购重组和转 | | | 投资者关系活动主 | 型，例如海南高速发展算力，海汽集团发展免税，海南发展的免税和软 件，海兰信的算力等，以上公司都结合自贸港的风口对业务进行转型和 | | | 要内容介绍 | ...

半导体追赶战。 作者 I 刘博 报道 I 投资界-天天IPO 天天IPO . 投资界（PEdaily.cn）旗下，专注IPO动态 欢迎加入投资界读者群 20 17年，粤芯半导体在广州成立，随即火速实现量产，成为粤港澳大湾区第一家实现量 产的1 2英寸芯片制造企业。短短几年时间，公司身后聚集了一个超豪华的投资人阵容， 场面蔚为壮观。 以下文章来源于天天IPO ，作者刘博 这应该是广州近年最大芯片IPO。 投资界-天天IPO获悉，据中国证监会官网披露，粤芯半导体技术股份有限公司（下称"粤 芯半导体"）上市辅导备案材料近日获备案登记，辅导机构为广发证券。 "粤芯半导体被广州寄予了厚望。"一位半导体投资人曾回忆。透过这一幕，我们看到大 湾区半导体追赶战愈发激烈。 中大校友带队 填补大湾区芯片空白 粤芯半导体的崛起，离不开一个灵魂人物——陈卫。 陈卫1982年从中山大学物理系毕业后，先是进入汕头大学物理系任教，后在19 8 7年远赴 英 国 攻 读 硕 士 和 博 士 学 位 。 此 后 ， 他 一 头 扎 进 半 导 体 行 业 ， 来 到 新 加 坡 特 许 半 导 体 工 作，担任中国公司首席代表和总经理，又曾任 ...

Core Viewpoint - The collaboration between Anji County and Qingchuan County in Sichuan Province is fostering the development of the white tea industry, enhancing local economies and promoting ecological sustainability through innovative agricultural practices and technology [1][2][3]. Group 1: Industry Development - The "Baiye No.1" variety of Anji white tea is recognized as a high-quality product and has been successfully cultivated in Qingchuan, contributing to local economic growth [2]. - Qingchuan has established 7,075 acres of standardized "Baiye No.1" planting bases, with 5,318 acres already in full production, benefiting local communities [3]. - By 2028, the annual fresh leaf output of Qingchuan white tea is projected to reach 700,000 pounds, generating an estimated value of 280 million yuan, significantly increasing household incomes [3]. Group 2: Technological Integration - The "Qingchuan Tea Intelligence" digital service platform integrates IoT, 5G, and AI technologies, enhancing data collection for better tea cultivation practices [2]. - The implementation of a "5+7" cultivation and management system ensures optimal conditions for the "Baiye No.1" tea variety, addressing challenges related to climate and soil differences [2]. Group 3: Ecological and Cultural Synergy - Qingchuan is leveraging its rich ecological resources and cultural heritage, such as panda culture and tribute tea culture, to promote tourism and enhance the tea industry's value chain [3]. - The region is focusing on transforming ecological advantages into economic benefits, aligning environmental sustainability with economic growth [3].

昨天（5月12日），《苏州工业园区加快生物医药及大健康产业腾飞行动计划（2025-2027）》正式 发布。聚焦创新药、高端医疗器械、大健康等重点领域，《行动计划》重点围绕企业规模化发展、优质 增量项目落地、创新产品上市、创新产品应用推广、股权融资、信贷支持、人工智能赋能、体制机制创 新等八个方面，将通过择优精准扶持、构建"5511"企业培育体系，助力园区生物医药及大健康产业腾飞 发展。 以制度创新破解生物医药产业发展瓶颈，园区将按照《行动计划》，发挥中新合作和自贸区优势， 深入开展生物医药全产业链开放创新；纳入国家创新药临床试验审评审批试点和药品补充申请审评审批 试点，缩短审评审批时限；支持全球领先的食品、保健品在保证产品质量且符合法律法规及相应食品生 产许可审查细则等规定的情况下在苏州工业园综合保税区内从事分包装业务，分包装后的产品通过跨境 电商模式进入国内市场。 在支持企业规模化发展方面，园区将聚焦培优育强，重点支持企业加大固定资产投入、扩大企业规 模、做大营业收入、增大研发投入和上下游企业收并购；在加快优质增量项目落地投产方面，将聚焦招 大引强，重点支持世界500强、中国500强、中国医药工业百强企业， ...

Group 1: Capital Market Reform and Development - The core discussion at the seminar focused on enhancing the competitiveness of listed companies, improving the market ecosystem, and ensuring sufficient liquidity in China's capital market [2][3] - Wu Xiaoqiu emphasized that a key point in developing the capital market is to significantly enhance the competitiveness of listed companies by improving their technological capabilities and organizational structures [3] Group 2: National Economic Development Zones - The State Council's recent meeting highlighted the need for further reform and innovation in national economic and technological development zones, which are crucial for maintaining long-term development momentum and promoting high-level opening-up [5] - As of January to September 2024, the 229 national economic development zones achieved an industrial output value of 22.2 trillion yuan, a year-on-year increase of 6.3%, and a total import and export value of 7.3 trillion yuan, up 10.4% [5] Group 3: Cross-Border E-Commerce - The State Council approved the establishment of cross-border e-commerce comprehensive pilot zones in 15 cities, which is expected to enhance foreign trade optimization and upgrade [7] - By 2025, the number of cross-border e-commerce pilot zones will expand to 178, creating a balanced open structure that connects domestic and international markets [7] Group 4: Elderly Care Industry Development - Jilin Province's plan aims to promote the development of the silver economy by enhancing elderly care services through project support and innovation [9] - The plan includes expanding inclusive elderly care services and establishing a unified information platform for elderly care services [9] Group 5: Shenzhen's Financial Center Initiative - Shenzhen's action plan aims to build an industrial financial center that aligns with high-quality economic development needs, focusing on innovative capital aggregation [11] - The plan includes 20 specific measures to support technology innovation and improve the bond financing service system for high-tech enterprises [11] Group 6: Fujian's Support for Technology Enterprises - Fujian Province's measures aim to cultivate high-quality technology-based listed companies by establishing a multi-faceted reserve system for potential listing candidates [13] - The initiative includes selecting 100 key technology enterprises annually for focused support to facilitate their listing processes [13] Group 7: Remanufacturing Industry Development - The 2025 Remanufacturing Industry Development Conference in Tangshan focused on promoting the standardized and high-quality development of the remanufacturing industry [15] - Discussions included policy standards, industry management, and technological advancements in the remanufacturing sector [15] Group 8: Guangzhou Angel Fund Performance - Guangzhou's angel fund, established with a target scale of 10 billion yuan, has successfully set up seven subsidiary funds and invested in 14 projects totaling 70 million yuan [17] - The fund operates through a "mother fund + subsidiary fund" model, aiming to support early-stage investments in hard technology [17]

Core Viewpoint - Jiangsu Sopo focuses on the acetic acid industry chain extension and new material development, emphasizing R&D in downstream derivatives and technological upgrades for cost reduction and efficiency improvement [1] Financial Performance - In 2024, Jiangsu Sopo achieved total revenue of 6.403 billion yuan, a year-on-year increase of 18.43% - The net profit attributable to shareholders reached 213 million yuan, a significant year-on-year growth of 1029.62% [1] - For the first quarter of 2025, the company reported revenue of 1.615 billion yuan, a year-on-year increase of 7.45%, and a net profit of 57.0843 million yuan, up 121.16% year-on-year [2] Production and Sales - In 2024, the production volume of acetic acid and its derivatives was 1.7044 million tons, an increase of 31.81% year-on-year, while sales volume reached 1.4886 million tons, up 33.41% year-on-year [1] - Methanol production increased by 64.94%, acetic acid production rose by 34.27%, and acetic ester production grew by 20.54% during the same period [1] Market Conditions - The acetic acid industry is experiencing significant growth in domestic PTA production, acetic acid ethylene production, and acetic acid exports, but faces increased competition and declining prices [1] - The decrease in raw material prices, such as coal, has positively impacted cost control for Jiangsu Sopo [2] Dividend Policy - Jiangsu Sopo plans to distribute a cash dividend of 0.5 yuan per 10 shares to all shareholders, with a cumulative dividend payout ratio exceeding 30% of net profits over the last three years [2] Future Outlook - The company aims to enhance operational performance through technological upgrades, project construction, and optimized management practices, while focusing on high-value-added product transformation [3]

答：国家政策对体育产业支持力度很大，体育产业的发展态势 趋好，政策的引导和市场需求对行业发展也比较有利，每个人对体 育消费的需求增长都有切身体会，社会资本对体育产业投入也比较 积极，结合我国实际国情和体育产业发展阶段，公司认为中国体育 产业的快速发展是个长期趋势。 虽然目前我国体育产业市场规模发展迅速，但是相比主要发达 国家，行业增加值占 GDP 的比重仍处低位，2020 年我国体育产业占 GDP 比例为 1.0%，远低于美、日、法等国 3%-4%的水平。体育强国 建设纲提出我国力争到 2035 年将体育产业发展成为国民经济支柱性 产业，随着未来我国居民收入继续增加，我国体育产业占 GDP 比重 会达到 4%水平，全国体育产业总规模达到 5 万亿元。这让我们更加 坚定了向前发展的信心。体育器材行业的市场需求会继续保持稳定 增长，国内体育产业仍有明显的市场空间。 证券代码：300651 证券简称：金陵体育 债券代码：123093 债券简称：金陵转债 江苏金陵体育器材股份有限公司 投资者关系活动记录表 编号： 2025-003 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 ...