2 证券代码：002318 证券简称：久立特材 | | | 争力。同时，公司将以技术创新为核心动力，专注于研发 | | | --- | --- | --- | --- | | | | 耐高温、耐腐蚀等创新材料，加速推进产品系列化和配套 | | | | | 化进程，从而提高产品附加值。此外，公司将持续拓宽国 | | | | | 际市场的渠道，致力于在全球范围内提升产品的市场份 | | | | | 额，确保公司的长远发展。 | | | 附件清单 | | | 无 | | 日期 | 月 7 | 6 日 | 2025 年 | 浙江久立特材科技股份有限公司投资者关系活动记录表 3 编号：106 | | | √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 | | | 参与单位名称及 | 长江证券、东方证券、广发基金、富国基金、博时基金、易方达 | | | | 基金、泰康资产、大成基金、中欧基金、高毅资产、安信基金、 | | | 人员姓名 | 南 ...

Group 1: Nuclear Power Revenue Outlook - The company expects steady growth in nuclear power revenue for 2025, supported by sufficient orders and favorable policies [2] - The revenue recognition for nuclear power is based on contract delivery milestones, with plans to enhance production planning and expand capacity [2] Group 2: Market Value Management - The company has established a comprehensive market value management framework, including a management system and task ledger [2] - The focus is on aligning market value with intrinsic value through capital operations and investor relations optimization [2] Group 3: Cost Control Measures - The company is implementing several cost control measures to improve profit margins, including optimizing product design and reducing material weight [3][4] - Strategies include controlling procurement and transportation costs, managing inventory effectively, and optimizing production processes [4] Group 4: Nuclear Fusion Technology - The company has a complete range of industrial valve products and is actively accumulating technology for fusion reactors [4] - There is a strong capability for independent development and supply of fusion-related valves [4] Group 5: Nuclear Power Capacity Expansion - The company’s nuclear power capacity expansion is divided into three phases, with the first two phases completed [5] - Current capacity can support the production of valves for 8 reactor units, expected to increase to 10 units after the third phase completion [5] Group 6: Recent Performance and Future Strategy - The company reported significant year-on-year growth in revenue and total profit in Q1 2025, maintaining a stable operational trend [5] - Future strategic planning focuses on becoming a world-class equipment manufacturing enterprise, enhancing core competitiveness, and expanding into upstream and downstream industries [5][6]

Core Viewpoint - The home appliance color-coated board industry is experiencing significant growth driven by advancements in technology, increasing consumer demand for aesthetic and functional materials, and a shift towards environmentally friendly manufacturing practices [3][4][7]. Industry Current Status Analysis - The home appliance color-coated board industry has evolved since the 1960s, initially using ordinary steel or aluminum for appliance exteriors, which had limitations in corrosion resistance and aesthetics [3]. - By the 1970s, color-coated boards began to be widely adopted in appliances like refrigerators and washing machines due to their superior corrosion resistance and plasticity [3]. - The industry saw rapid growth in the 1980s and 1990s, with a diversification of color-coated board types and a shift towards more environmentally friendly production processes [3][4]. Global Market Scale Analysis - The global market for home appliance color-coated boards is projected to reach $2.898 billion in sales by 2024 and $5.088 billion by 2031, with a compound annual growth rate (CAGR) of 7.68% from 2025 to 2031 [7]. - The Chinese market is expected to account for approximately 61.62% of the global market by 2024, growing to 67.42% by 2031, with a market size of $1.786 billion in 2024 [7]. - The primary applications of color-coated boards are in major appliances, with 51.46% used in refrigerators and 23.83% in washing machines [7]. Industry Development Opportunities and Key Drivers - The upgrade of the home appliance industry and changes in consumer structure are driving demand for aesthetically pleasing and smart appliances, leading to increased use of high-end color-coated board materials [8]. - Environmental regulations are pushing manufacturers towards green production methods, such as using water-based coatings and low-energy processes, to comply with stricter standards [8]. - Innovations in materials and functional coatings are enhancing the performance of color-coated boards, making them more competitive in extreme environments [8]. - The trend towards flexible and customized production is reshaping the supply chain, with companies focusing on regional processing centers to meet diverse customer needs [8]. - The growth of China's home appliance exports is expanding the market for color-coated boards internationally, particularly in regions like Southeast Asia and South America [8].

更多智能制造产业资讯 …… 1.【亚马逊据悉准备测试人形机器人用于递送包裹】相关报道援引一位知情人士透露，亚马逊正在为 类人机器人开发软件，这些机器人最终可能会取代快递员的工作。这一举措标志着亚马逊正为自动化 其全球包裹投递业务铺路。这位知情人士称，作为该项目的一部分，亚马逊正在对一个"人形机器人 园区"进行最后的润色，这是该公司旧金山办公室的一个室内障碍训练场，该公司将很快在那里测试 这种机器人。（格隆汇） 2.【我国第一型自主研制1000千瓦级民用涡轴发动机获生产许可证】记者从中国航空发动机集团有限 公司获悉，6月5日在湖南株洲举办的AES100发动机研制工作总结会宣布，AES100发动机已获颁生 产许可证并签订销售合同，表明AES100发动机从设计研发阶段迈向批量生产阶段，为其投入市场、 推动低空装备发展奠定了基础。 （新华社） 3.【思特威推出首颗医疗应用CMOS图像传感器】思特威(SmartSens，688213)宣布推出首颗针对 医疗内窥镜应用的2MP超小尺寸CMOS图像传感器——SC1400ME。该产品基于思特威先进的 SmartClarity®-3技术平台打造，具 备高色彩还原度、高感度、低噪 ...

Group 1 - The meeting emphasized the importance of completing the "13th Five-Year Plan" and achieving the goal of building a moderately prosperous society, while initiating the new journey of building a modern socialist country through effective reforms [1][6] - The meeting highlighted the critical role of state-owned enterprises (SOEs) as a foundation for socialism and their significant contributions during the COVID-19 pandemic, particularly in emergency supply, medical support, and stabilizing supply chains [2] - The meeting discussed the need for a three-year action plan for SOE reform, focusing on enhancing competitiveness, innovation, and risk resistance while maintaining the leadership of the Communist Party [2] Group 2 - The meeting called for accelerating the integration of new-generation information technology with manufacturing, emphasizing the need for structural reforms and the adoption of smart manufacturing practices [3] - It was noted that rural land system reforms should ensure the protection of collective ownership while exploring ways to enhance farmers' rights and interests [3] - The meeting stressed the importance of media integration and the development of a comprehensive media system to enhance public communication and cultural transmission [3] Group 3 - The meeting addressed the need for educational reform, focusing on improving evaluation systems to align with socialist educational goals and reduce the emphasis on standardized testing [4] - It was highlighted that state-owned cultural institutions play a vital role in promoting socialist culture and should focus on producing high-quality artistic works that meet public demand [5] - The meeting reviewed the progress of healthcare reforms since the 18th National Congress, emphasizing the need for a robust healthcare system and the importance of preventive health measures [5][6]

智通财经6月6日电，就接下来在扩大中国与南亚国家经贸合作方面有哪些考虑，商务部副部长鄢东在国 新办新闻发布会上表示，要挖掘合作新增长点。要加快发展战略对接，在巩固农业、能矿、基础设施等 传统领域合作的基础上，拓展能源转型、数字经济、低碳发展、智能制造等前沿领域合作，共同维护产 供链稳定。支持南亚国家工业化进程，鼓励中国企业按照市场化原则拓展对南亚经贸合作。要扩大双向 开放。中方愿积极扩大自主开放，为南亚国家共享中国大市场创造更为便捷的条件。积极推进与南亚国 家自贸协定安排，升级投资保护协定，进一步释放贸易和投资合作潜力。打造公平、透明、非歧视的营 商环境，着力提升贸易投资自由化、便利化水平。 商务部：鼓励中国企业按照市场化原则拓展对南亚经贸合作 ...

Core Insights - The 2025 Town Economic Innovation Development Forum was held in Beijing, where the "2025 Top 500 Town Economies and Top 100 in Central China" report was released, highlighting Huanghua Town in Changsha County, Hunan Province, as the top town in Central China [1] Group 1: Economic Performance - Huanghua Town has achieved a "three consecutive jumps" in comprehensive strength over the past three years, recognized as "the first town in Central China" [7] - The town benefits from a "five-zone superposition" advantage, including various economic and trade zones, contributing to its high-quality development [9] Group 2: Infrastructure and Investment - Huanghua Town is focusing on low-altitude economy industries, including drone logistics and aviation training, to boost its airport construction [9] - Major projects such as airport expansion and logistics hubs from companies like YTO Express and SF Express have been established, with project volumes exceeding 100 billion [9] Group 3: Social Development - Huanghua Town is enhancing the quality of life by integrating traditional rural charm with modern development, creating high-quality community living environments [11] - Initiatives like the "15-minute high-quality community life circle" aim to ensure residents can meet basic needs within a short walking distance [11] Group 4: Future Goals - Huanghua Town aims to become a "modern air industry new city," focusing on innovation and high-quality development to contribute to the broader goals of Chinese modernization [12]

消费方面，摩根士丹利预计家庭消费实际增速将于今明两年分别达到4.9%及4.6%。消费回暖或主要得 益于以旧换新，其扩容之后将包含更多的非耐用品。考虑到国补的3000亿元人民币额度，叠加上一些地 方的配套补贴，总补贴规模或达到家庭消费的0.7%左右。此外，定向的生育补贴、"消费瓶颈"（如汽车 牌照限制）减少，以及对服务业的信贷支持也将温和提振消费。 股市方面，报告称，鉴于股本回报率、近期盈利、地缘政治紧张局势缓和等带来的结构性改善，摩根士 丹利上调中国股指的目标点位。摩根士丹利2月上调中国权重的主要原因，现在仍然成立：企业自救和 股东回报提升使股本回报率触底回升，估值区间上移，特别是离岸股票市场；政府对私营部门的支持得 到确认；AI、科技、智能制造领域出现了能够引领全球技术竞争的科技领袖。 摩根士丹利研究部近日发布中国经济和股市年中展望报告表示，上调对2025年中国经济增速预期以及中 国股指目标。 该报告显示，摩根士丹利将今明两年的经济增速预测分别从此前的4.2%和4.0%，上调至4.5%和4.2%。 外部冲击的缓和，也降低了增量政策出台的紧迫性。现行的政策框架旨在为经济托底，重视科技创新， 稳健推进经济再平衡 ...

作者丨高飞 1 历久弥新，老字号展现新活力 中策橡胶在轮胎行业中堪称中流砥柱，其发展脉络承载着深厚的历史积淀，公司的前身可追溯至 1958 年创立的杭州海潮橡胶厂。自诞生之初，中策橡胶便锚定目标，矢志不渝地为全球消费者打造高品质、 高性能且兼具环保节能特性的多元化轮胎产品。历经岁月淬炼，如今的中策橡胶已发展成为国内外市场 中销售规模名列前茅的轮胎制造巨头。 在中国橡胶工业协会发布的 "2024 年度中国轮胎企业排行榜" 中，中策橡胶位列榜首，彰显了其在国内 轮胎行业的龙头地位。同时，名列美国《轮胎商业》杂志《2024 全球年度轮胎报告》评选的全球轮胎 制造企业前十强，也是其国际竞争力的有力证明。 近年来，中策橡胶在发展道路上不断突破创新，凭借技术创新、结构优化、智能制造、品牌提升和国际 化发展等多维度战略，持续提升在全球行业的排名与知名度。公司品牌矩阵强大，"朝阳""好运""威 狮""全诺""雅度""金冠""WEST LAKE""GOODRIDE""CHAO YANG""TRAZANO" 等众多品牌，不仅在 国内市场家喻户晓，在国际舞台上也颇具知名度。其中，"朝阳" 商标更是凭借卓越品质，被国家工商 总局认定 ...

Core Viewpoint - The technology sector is experiencing significant growth, with various ETFs related to AI, financial technology, big data, and electronics leading the market gains, while the A-share market shows strong trading volume and upward trends [1][3]. Group 1: ETF Performance - The first AI ETF on the ChiNext, Huabao (159363), saw a price increase of 3.32%, continuing its upward trend [1][2]. - The financial technology ETF (159851) surged by 2.72%, with a trading volume of 6.54 billion, marking a significant increase of over 50% compared to the previous day [1][2]. - The newly popular information technology application innovation ETF (562030) achieved a record trading volume of 2.38 billion, with a turnover rate exceeding 100% [1][3][5]. Group 2: Market Trends - The A-share market is witnessing a "transformation bull" pattern, with brokers optimistic about the second half of 2025 [2][3]. - The computing power industry chain is experiencing a resurgence, with several stocks reaching new highs, indicating strong market sentiment [1][10]. - The domestic AI computing power scale is projected to reach 1,037.3 EFLOPS by 2025, reflecting a year-on-year growth of 43% [12]. Group 3: Investment Focus - The information technology application innovation sector is gaining traction due to government policies promoting self-sufficiency in technology, particularly in software and hardware [8][9]. - The convergence of stablecoin concepts and financial technology is driving significant interest in related stocks, with Yuxin Technology rising by over 14% [1][3]. - The defense and military industry is also highlighted as a key area for investment, with expectations of recovery and growth in the coming months [15][16].