Group 1: Company Overview - The company specializes in the research, production, and sales of azo organic pigments and water-based inks, with key products including yellow, red, and orange azo organic pigments [2] - Products are widely used in various fields such as inks, printing packaging, coatings, plastics, leather, educational materials, and children's toys, with exports to Europe, North America, South America, the Middle East, Japan, and Southeast Asia [2] - Recognized as a national-level "specialized and innovative" small giant enterprise, and holds multiple accolades including national high-tech enterprise and Shandong Province's top fifty chemical development potential enterprises [2] Group 2: Future R&D Plans - The company aims to enhance core technologies and innovation through independent R&D, focusing on developing more environmentally friendly pigments and increasing patent applications [4] - Plans to deepen its expertise in azo organic pigments, creating high-performance and differentiated products to meet the evolving demands of the ink industry [4] - Actively exploring applications of high-performance pigments in emerging fields such as food packaging, leather, cosmetics, and engineering plastics [4] - Currently developing semiconductor new materials for use in the semiconductor industry, integrated circuits, and optical microelectronics [4] Group 3: Raw Material Price Impact - The company’s raw materials are primarily sourced from the petrochemical and coal chemical industries, making them susceptible to fluctuations due to national policies, market supply and demand, and oil price changes [5] - The procurement strategy involves adjusting purchase volumes based on market prices while ensuring production plans are maintained [5]

陕西斯瑞新材料股份有限公司 2024 年年度股东大会会议资料 证券代码：688102 证券简称：斯瑞新材 陕西斯瑞新材料股份有限公司 $$\underline{{{-\lnot\Xi}}}\hat{\underline{{{\psi}}}}\hat{\underline{{{\psi}}}}\hat{\underline{{{\psi}}}}\hat{\underline{{{\psi}}}}$$ 陕西斯瑞新材料股份有限公司 2024 年年度股东大会 会议资料 议案六：提请股东大会授权董事会制定 2025 年中期分红方案的议案 ..... 37 议案七：关于确认董事 2024 年度薪酬及 2025 年度董事薪酬方案的议案38 议案八：关于确认监事 2024 年度薪酬及 2025 年度监事薪酬方案的议案 .40 陕西斯瑞新材料股份有限公司 2024 年年度股东大会会议资料 陕西斯瑞新材料股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》 （以下简称" 《公司法》"）、 《中 华人民共和国证券法》 （以下简称"《证券法》"）、 《上市公司 ...

答:投资者您好，公司2024年研发费用同比下降37.27%，主要 是子公司武汉飞游、孙公司武汉机游网站出售，业务收缩，研发费 用减少所致。 随着客户要求和行业竞争的加剧，公司将不 断创新和提升技术实力以保持市场竞争力，若无法持续创新并满足 市场需求，将影响盈利和财务状况。所以公司为实现战略目标，未 来有加大研发投入的计划，同时公司将加强技术攻关，推动产业升 级，具体策略包括对标国内外先进企业，加大研发投入，营造优良 的技术研发环境；加强技术研发团队建设，优化科研人员结构，积 极吸引科技领域高层次人才；在研发方向上从微创新逐步过渡到中 创新乃至高创新，积极推进新能源、新材料的研发等。 感谢您对公司的关注。 证券代码：002591 证券简称：恒大高新 江西恒大高新技术股份有限公司 投资者关系活动记录表 编号：2025 - | 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） | | 参与单位名称及人员姓名 | 线上参与恒大高新（00259 ...

证券代码：300952 证券简称：恒辉安防 江苏恒辉安防股份有限公司 尊敬的投资者，您好！公司"年产7,200万打功能性安全防护手套项目"， 基本建成投产，现在处于产能爬坡阶段。2024年，子公司恒越安防实现营 业收入10,910.54万元，产量335.62万打，销量433.36万打，平均销售单价 25.18元/打，毛利率-11.01% 。作为年产7,200万打项目的运营主体，恒越 安防产品主要通过集团订单池优化排单机制，与恒辉、恒劢形成协同销售 模式：除少量产品直接面向国内市场外，大部分产品由集团统筹分配，优 先满足恒辉、恒劢的订单需求，实现资源的高效整合与调配。 在生产运营层面，受产能爬坡期设备调试、人工培训等因素影响，叠 加综合生产成本尚未完全优化——包括原材料集中采购规模效应不足、生 产工艺仍在持续改进、设备运行效率有待提升等，导致单位生产成本较高， 进而影响了当期毛利率。随着集团订单池排单体系的不断完善、生产规模 的扩大，以及生产工艺的持续改进，未来有望通过规模效应与成本优化， 逐步提升盈利水平。谢谢！ 投资者关系活动记录表 编号：2025-007 投资者关系活动 类别 ☐特定对象调研 ☐分析师会议 ...

编号：2025-005 号 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 活动参与人员 道恩股份总经理：田洪池 道恩股份副总经理、董事会秘书：王有庆 道恩股份证券事务专员：陈浩 参与机构： 华安证券、中银证券、默得生健康投资、中邮证券、鲁创私募、大道兴业、多璨投 资 时间 2025 年 5 月 14 日 10:00-11:30 地点 道恩股份会议室 形式 现场交流 证券代码：002838 证券简称：道恩股份 山东道恩高分子材料股份有限公司投资者关系活动记录表 2 1 1、 公司情况介绍 道恩股份于 2002 年成立，是一家专业从事高性能热塑性弹性体、改性塑料、 色母粒及聚酯材料等功能性高分子复合材料的研发、生产、销售与服务的国家级高 新技术企业。致力于高分子新材料的进口替代及消费升级，产品广泛应用于汽车交 通、家电通讯、航空航天、医疗卫生、大消费、新能源等领域。现有改性塑料年产 能 50 万吨、热塑性弹性体年产能 9 万吨、色母粒及功能母料年产能 3 万吨，共聚 酯材料年产能 6 万吨，布局了再循环产业。 公司于 2006 年研发出国内第 ...

新材料 时代新材（600458.SH） 买入-A(维持) | 年 月 市场数据：2025 5 | 日 13 | | --- | --- | | 收盘价（元）： | 11.78 | | 年内最高/最低（元）： | 14.90/8.52 | | 流通A股/总股本（亿）： | 8.03/8.24 | | 流通 A 股市值（亿）： | 94.57 | | 总市值（亿）： | 97.12 | | 年 基础数据：2025 | 月 3 | 日 31 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 0.18 | | 摊薄每股收益(元)： | | | 0.18 | | 每股净资产(元)： | | | 8.53 | | 净资产收益率(%)： | | | 2.36 | 资料来源：最闻 冀泳洁 博士 执业登记编码：S0760523120002 邮箱：jiyongjie@sxzq.com 王锐 执业登记编码：S0760524090001 邮箱：wangrui1@sxzq.com 研究助理： 申向阳 风电叶片销量高速增长，汽车业务实现扭亏为盈 2025 年 5 月 14 日 公司研究/公 ...

Group 1: New Energy Vehicle ETF (515700) - As of May 14, 2025, the New Energy Vehicle ETF increased by 0.12%, with a latest price of 1.65 yuan [1] - Over the past week, the New Energy Vehicle ETF has accumulated a rise of 2.41% [1] - The trading volume for the New Energy Vehicle ETF reached 23.9686 million yuan, with an average daily trading volume of 67.7342 million yuan over the past year [1] - The fund's scale grew by 66.8314 million yuan in the past week, with an increase of 5 million shares, ranking first among its peers [1] - During a visit to China, Brazilian President Luiz Inácio Lula da Silva met with GAC International's General Manager, confirming plans for localized production in Brazil and the establishment of a research and development center [1] - GAC Group expressed its willingness to provide new energy vehicles for the COP30 conference [1] - Zhongyuan Securities believes that the domestic and international new energy vehicle industry has a promising long-term outlook, suggesting a focus on leading companies in niche sectors [1] Group 2: Photovoltaic ETF Fund (516180) - As of May 14, 2025, the Photovoltaic ETF Fund decreased by 2.29%, with a latest price of 0.57 yuan [4] - Over the past week, the Photovoltaic ETF Fund has accumulated a rise of 4.80% [4] - The trading volume for the Photovoltaic ETF Fund was 2.5685 million yuan, with an average daily trading volume of 4.6258 million yuan over the past year [4] - The fund's latest scale reached 62.3296 million yuan, marking a one-month high [4] - There are discussions among leading silicon material manufacturers about a "storage" plan for existing silicon material capacity and inventory to achieve capacity consolidation [4] Group 3: New Materials ETF Index Fund (516890) - As of May 14, 2025, the New Materials ETF Index Fund decreased by 0.40%, with a latest price of 0.5 yuan [7] - Over the past week, the New Materials ETF Index Fund has accumulated a rise of 2.23% [7] Group 4: General Motors and LG Energy - General Motors announced a breakthrough in battery technology with LG Energy, aiming to commercialize lithium-rich manganese-based (LMR) square battery cells for future electric trucks and full-size SUVs [8] - GM aims to be the first automaker to deploy LMR batteries in electric vehicles [8] Group 5: Investment Opportunities - Investors can leverage the Photovoltaic ETF Fund, New Materials ETF Index Fund, and New Energy Vehicle ETF to capture investment opportunities in related industries [10] - The New Energy Vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the new energy vehicle industry [10] - The top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 58.64% of the index [10] - The Photovoltaic ETF Fund tracks the CSI Photovoltaic Industry Index, which includes up to 50 representative listed companies in the photovoltaic industry [10] - The top ten weighted stocks in the CSI Photovoltaic Industry Index account for 56.17% of the index [11] - The New Materials ETF Index Fund tracks the CSI New Materials Theme Index, which includes 50 listed companies in advanced materials [10] - The top ten weighted stocks in the CSI New Materials Theme Index account for 52.71% of the index [11]

Core Insights - The establishment of the Ningbo Tonggao Gongrong Private Equity Investment Fund marks a significant development in the financial landscape of Ningbo, with a registered scale of 2 billion yuan, making it the largest single AIC equity investment fund in the city [1] - The fund aims to focus on eight key industrial sectors, including digital industry, artificial intelligence, new energy vehicles, high-end equipment manufacturing, biomedicine, new materials, fine chemicals, and modern productive services [1][2] - The Industrial and Commercial Bank of China (ICBC) has cumulatively registered AIC equity investment funds totaling 5 billion yuan in Ningbo, positioning itself as the leading commercial bank in the city [1] Investment Strategy - The Ningbo Tonggao Gongrong Private Equity Investment Fund is a collaborative effort involving ICBC Financial Asset Investment Co., Ningbo Tongshang Holding Group Co., and Ningbo High-tech Venture Capital Co., focusing on precision investment and nurturing to attract quality resources for regional industrial upgrades [1][2] - Following the expansion of the financial asset investment company's equity investment pilot program, ICBC Ningbo Branch has successfully launched its first equity investment project under the Ningbo Gongrong New Momentum Fund, indicating a proactive approach to leveraging policy opportunities [2] - The bank plans to continue utilizing its comprehensive advantages to support key industries in Ningbo, emphasizing the importance of "long-term capital," "patient capital," and "strategic capital" in fostering technological innovation [2]

| | 3、机器人与低空飞行器的项目进度如何了？ | | --- | --- | | | 目前公司围绕主营业务发展，同时，立足于现有的新材料、 | | | 新工艺、新技术的基础之上，加大研发力度，开展探索更多横向 | | | 产品的开发和应用场景，主要致力于市场发展潜力巨大且与公司 | | | 主业具有相通性的机器人、低空飞行器等行业，公司也将运用自 | | | 身在制造业产业化、行业整合上的经验与优势，在相关行业中积 | | | 极进行各类新材料的应用与拓展，未来公司将会继续加大在前述 | | | 领域的资源投入。项目的部分信息尚属于保密阶段，项目正在推 | | | 进中。谢谢！ | | 附件清单（如有） | | | 日期 | 2025-05-13 17:04:22 | 深圳市全景网络有限公司 浙江金固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 | ...

Group 1 - The core viewpoint is that the Hong Kong IPO market is experiencing a significant increase in the profitability of new stock listings, with all five new stocks listed since April 14 showing gains on their first trading day [1][2] - The first five new stocks listed since April 14 include Zhengli New Energy, Ying'en Biotechnology-B, Boleton, Junda Co., and Hu Shang Ayi, with first-day price increases of 1.45%, 116.70%, 38.33%, 20.09%, and 40.03% respectively [1] - The overall rate of new stocks breaking their issue price is gradually decreasing, with a break rate of 23.81% for 21 new stocks listed in 2025, compared to 34.29% for the entire year of 2024 [2] Group 2 - The Hong Kong IPO market remains active, with 154 companies currently in the IPO application queue, of which 151 are applying for the main board and 3 for the growth enterprise board [3] - Among the 154 companies, 88 are making their first application in 2025, representing over 57% of the total [3] - The IPO market is characterized by a dual drive of "technology + consumption," with emerging consumer sectors and advanced technology fields being the focus [3]