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 摩根基金：叶敏、陈思郁、倪权生；开源证券：吕明、蒋奕峰 时间 2025 年 7 月 10 日 地点 公司行政二号会议室 上市公司接待 人员姓名 副总裁兼董事会秘书：李霞 证券事务主管：肖莉 投资者关系活 动主要内容介 绍 1.请介绍下公司国内市场的营销能力 答：公司国内市场持续优化销售网络及服务体系，为用户提 供高品质服务，坚持"推精品、健渠道、抓协同、提效率、控风 险"五大关键举措，推动根据地市场、机会市场建设，不断强化 营销能力。产品方面，打造差异化心智产品，整合线上线下推广 资源推精品；渠道方面，聚焦基础渠道夯实、零售渠道跑赢、增 量渠道拓展；管理方面，完善组织机构，提升运营及服务效率。 通过坚定的对标对阵和创新管理实现产品领先和效率提升，打造 营销体系能力和长期发展潜力。 2.请问 2025 年贵司美菱海外冰箱业务怎么去推动？ 答：2025 年公司冰箱海外业务，将坚持产品主义，紧密把握 全球消费需求升级趋势，加大"大容积、多温区、高 ...

| | √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 电话会议 | | 参与单位名称及 | 富国基金：赵宗俊、李元博、彭陈晨、毛联永、杨勇胜 | | 人员姓名 | 国盛证券：李梓语、黄越 | | 2 | 家机构共计 7 人 | | 时间 | 2025 年 7 月 10 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书、总法律顾问：徐月香 | | 员姓名 | 1、介绍公司概况 | | | 2、关于市场拓展与业务推进 | | | 答：在市场拓展与业务推进上，公司从产品、渠道和区域三 | | | 方面协同发力。产品端，持续加大 U8 产品体系研发投入，提升产 | | | 品竞争力，同时加大罐装产品推广力度，重点发力零售渠道，以 | | | 满足消费者多样化需求。渠道端，深化品销协同策略，线下强化 | | 投资者关系活动 | 终端铺货，提高产品市场覆盖率；线上拓展即时零售渠道，打破 | | 主要内容介绍 | 传统渠道壁垒，构建全渠道 ...

Core Viewpoint - The Inner Mongolia Airport Group has significantly improved flight punctuality at Hohhot Airport, achieving a flight release normality rate of 94.66% in the first half of 2025, which is 5.51% higher year-on-year and 2.25 percentage points above the industry average [1][2]. Group 1: Flight Punctuality Performance - Hohhot Airport's flight release normality rate reached 94.66%, with a year-on-year increase of 5.51%, ranking 10th among 62 airports with a passenger throughput of 0.2% or more of the national total [1]. - The average flight release normality rate for branch airports was 96.74%, up 4.55% year-on-year, exceeding the industry average by 4.33% [1]. - The average flight take-off normality rate at Hohhot Airport was 88.11%, surpassing the annual target by 8.11 percentage points [1]. Group 2: Management and Operational Improvements - The Inner Mongolia Airport Group has focused on enhancing flight normality management by sharing effective measures among airports and optimizing data statistics methods [2]. - The overall flight normality data for all airports improved significantly, with an average flight release normality rate exceeding the industry level by 3.29 percentage points [2]. Group 3: Strategic Integration and Collaboration - In April 2025, Hohhot Airport applied to join the Beijing-Tianjin-Hebei Transportation Coordination Committee platform to enhance flight normality and operational efficiency [3]. - The application was approved, and the North China Air Traffic Management Bureau was tasked with organizing efforts to improve Hohhot Airport's release efficiency [3]. - Joining the platform allows Hohhot Airport to integrate into national strategies, share regional resources, and enhance collaborative decision-making [3]. Group 4: Leadership and Initiatives - Hohhot Airport has taken a leading role in flight normality management, organizing operational coordination meetings and linking various operational units [4]. - The airport implemented several innovative measures, such as monitoring critical release times and maintaining TOBT data, which contributed to its success [4]. - The achievements in flight normality are attributed to the implementation of detailed measures and the collective efforts of the staff [4].

会议在 鑫椤资讯总经理连萍女士 的致辞中拉开帷幕。她指出 固态电池，凭借固态电解质替代液态电解液的核心突破，以高能量 密度、高安全性、高低温适应性、长循环寿命的优势，成为全球能源科技竞争的 "战略必争之地"。 随着 2028年的临近，固态 电池已从"技术选项"变为"生存刚需"。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 据鑫椤资讯统计， 2024年中国固态/半固态电池产量已达5. 1 GWh， 预计 2028年将达到29.2 GWh 。 这一数字背后，是产业 界对技术变革的押注，更是人类对可持续能源未来的共同向往。 在这种对固态电池的呼声之中， 2025年7月9日， 由鑫椤资讯主办的 2025（ 第三届 ） 中国固态电池技术发展与市场展望高峰 论坛在上海隆重举行。 本次论坛汇聚了国内外固态电池领域的顶尖专家、学者及企业代表，共同探讨固态电池技术的最新进展、 市场应用前景及面临的挑战。 固态电池技术最新进展 I C C S I N O 1. 全固态电池工程技术难点攻克 国联汽车动力电池研究院创新事业部的杨容 副总经理 详细阐述了全固态电池在关键材料、电池设计及工 ...

Group 1 - The Chinese automotive market in 2025 is experiencing intense competition, with domestic brands capturing 65% market share in 2024, and monthly market share nearing 70% [2] - The automotive industry is facing a historical low profit margin of 4.5%, significantly below the average of 6.1% for downstream industrial enterprises [2] - New entrants like Jin Yu Automobile and Chu Neng New Energy are struggling with insufficient initial investments, which are below 5 billion yuan, in a sector where R&D investments often exceed 10 billion yuan [3] Group 2 - The automotive industry is undergoing unprecedented consolidation, with major players like Geely and BYD dominating the market, as the top 15 companies hold 82% of the market share [3] - The average capacity utilization rate in the new energy vehicle sector is only 65%, indicating a significant overcapacity issue [4] - The competition has evolved from merely electrification to a dual challenge of "electrification + intelligence," raising the technical barriers for new entrants [7] Group 3 - There are theoretical opportunities for new players who can innovate and have sufficient resources, particularly in niche markets where targeted strategies can yield growth [9] - Technological breakthroughs in areas like solid-state batteries and autonomous driving chips could disrupt the current competitive landscape [9] - Expansion into overseas markets is seen as a potential growth area, with a projected 10% increase in Chinese passenger car exports in 2025 [10] Group 4 - The automotive industry has entered a phase characterized by high barriers to entry, high investment, and high risk, moving from a fragmented market to a more concentrated one [11] - The future of the Chinese automotive market will focus on technological innovation and the evolution of business models rather than merely increasing the number of companies [12]

在10日举办的2025高校技术转移转化大会暨第二届苏州国际科创大会、第十七届苏州国际精英创业周系 列活动上，苏州集中发布多项新举措，撬动教育科技人才协同融合发展，推动科技创新与产业创新深度 融合。近年来，苏州市锚定建设全球科创新高地目标，聚力实施创新驱动发展战略。此次召开的大会聚 焦"高层次人才引进、高质量项目落地、高水平成果转化"，吸引包括超百位国内外院士在内的1700多位 嘉宾参会。(新华社) ...

Core Viewpoint - The A-share market experienced an overall upward trend, with significant activity in the real estate and financial sectors, as the Shanghai Composite Index reached a new high since October 9, 2024, closing up by 0.48% [1] Real Estate Sector - Real estate stocks surged in the afternoon, with notable performances from companies like Nanshan Holdings and Huaxia Happiness, both hitting the daily limit [4][6] - The Ministry of Housing and Urban-Rural Development emphasized the importance of promoting stable and healthy development in the real estate market, advocating for tailored policies to enhance effectiveness [6][7] - Debt restructuring among real estate companies has accelerated, with Dragon Light Group completing a significant bond restructuring involving a total principal balance of 21.96 billion [7] Financial Sector - The financial sector remained active, with several bank stocks, including Industrial and Commercial Bank of China, reaching historical highs [10] - A collaborative event aimed at developing a new model for industrial investment and financing was held, highlighting the comprehensive financial services offered by institutions like Zhongyou Capital [10] - Analysts noted a strong growth trend in brokerage firms, driven by increased trading volumes and favorable market conditions [10] Silicon Energy Sector - The silicon energy sector saw significant gains, with Silicon Treasure Technology rising over 18% [12] - Reports indicated that multiple silicon wafer companies have raised their prices, with increases ranging from 8% to 11.7% [14] - In the futures market, the main contract for polysilicon surged past 40,000 yuan per ton, reflecting a tightening supply outlook [15]

Group 1: Core Insights - The recent surge in consumer spending on food delivery is driven by aggressive subsidies from various platforms, leading to a significant increase in order frequency among consumers [1][3] - The competition in the instant retail market has intensified, with major players like Alibaba, Meituan, and JD.com investing billions in subsidies, resulting in record-high daily order volumes [3][4] - The traditional e-commerce sector is shifting from price wars to efficiency-driven competition, focusing on operational improvements and user experience [5][6] Group 2: Market Dynamics - Instant retail is projected to grow from 650 billion yuan in 2023 to 2 trillion yuan by 2030, expanding beyond food delivery to include daily necessities and other high-frequency categories [4] - Major brands have reported substantial sales growth after participating in promotional activities on platforms like JD.com and Taobao, indicating a robust market response [4] - The efficiency revolution in traditional e-commerce is characterized by a shift in focus from gross merchandise volume (GMV) to enhancing operational efficiency and customer satisfaction [5][6] Group 3: Ecosystem Collaboration - Companies are increasingly integrating resources to create cross-business and cross-scenario collaborative networks, which are essential for sustaining competitive advantage [7][8] - Meituan has successfully leveraged its high-frequency delivery service to drive customer engagement in other high-margin sectors like hotel and travel [8] - Regulatory bodies are enhancing oversight in the e-commerce sector to ensure fair competition and protect consumer rights, which is expected to foster a healthier market environment [9]

6、近期是否有股权激励计划 公司于 2015 年实施限制性股票激励计划、2021 年实施第一期员工持股计 划，近期暂无股权激励计划；未来也将根据实际情况考虑安排新的股权激 励计划。 证券代码：002562 证券简称：兄弟科技 兄弟科技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 （请文字说明其他活动内容） | | 参与单位名称及 | 国泰海通、杭州东方嘉富资产、中建投信托、青岛城投城金集团、上海复 | | 人员姓名 | 星高科技集团、财通基金、西部证券等投资机构 | | 时间 | 2025 年 7 月 9 日 13:30-16:30 | | 地点 | 公司总部一楼会议室，海宁基地 | | 上市公司接待人 | 董事长钱志达 | | | 财务负责人兼副总裁 张永辉 | | 员姓名 | 董事会秘书 钱柳华 | | | 一、公司基本情况介绍 | | | 主要由董事会秘书钱柳华从发展历程、主要产品及应用 ...

Group 1 - The Beijing Consumer Association (BCA) has handled a total of 930,400 consumer complaints since the last council was established, recovering economic losses of 260 million yuan for consumers [1] - BCA has upgraded the 96315 hotline service system, achieving a daily registration volume of over 425 cases across five lines, significantly shortening the complaint processing time [1] - BCA has introduced a dual-track service model combining "instant consultation + professional guidance" by having legal professionals on-site to strengthen consumer rights protection [1] Group 2 - BCA has conducted nearly 100 comparative tests in key consumer areas, covering over 6,000 brands, which have influenced the formulation or improvement of related product standards [2] - BCA organized 57 special investigations on prominent consumer issues, producing reports that aid in the drafting of regulations such as the "Single-Use Prepaid Card Management Regulations" [2] - In collaboration with the Beijing-Tianjin-Hebei region, BCA has established cooperative mechanisms, handling over 2.65 million consumer complaints and conducting more than 170 comparative tests [2] Group 3 - BCA has set up consumer rights protection workstations in major shopping malls, scenic spots, and communities, enhancing accessibility for consumers to seek redress [3] - Over 1,600 enterprises have signed the "Integrity Service Commitment," promoting industry self-discipline and improving consumer satisfaction [3] - BCA plans to leverage the recent council re-election to enhance rights protection effectiveness, aiming to create a world-class consumer environment in the capital [3]