庄晓茹女士拥有北京大学经济学硕士学位，深厚的学术背景为她投身金融领域筑牢根基。国家二级心 理咨询师的身份，更是赋予她独特的沟通优势和对人心的敏锐洞察，这在处理复杂的投资者关系和企 业内部沟通时发挥了重要作用。在加入方大炭素之前，她在控股股东辽宁方大集团历经十余年的磨 砺，积累了丰富的企业运营、投资分析及战略规划经验，这些经历让她对企业的整体运作有着深刻理 解，也为她融入方大炭素并迅速发挥作用奠定了坚实基础。 0 2 亲力亲为，见证公司成长关键节点 技术创新始终是方大炭素发展的核心动力。方大炭素在高端炭材料领域取得诸多突破，如自主研发 的"超高功率Φ750mm石墨电极"打破国外垄断，在核电领域承担的国家重大项目研发和供货任务也顺 利通过验证。 历经二十一载岁月沉淀，新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选，不仅见证 了中国资本市场蓬勃发展的壮阔征程，更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力，持续优化上市公司治理、深化投资者关系管理，已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际，诚邀历届金牌董秘，分 ...

榜单评价指标体系采用三级指标的结构。其中，一级指标分为"对外维度"和"对内维度"两大类别。在二级指标中，"品牌影响力""市场表现""消费者互动与活 力"三大要素属于"对外维度"，"创新与发展""本土化能力""企业责任"三大要素属于"对内维度"。 家电消费品牌湾区价值首榜显示，纳入观察的品牌总得分分布从81分到62分，近五成纳入观察品牌在70分以下，海尔、美的、格力、卡萨帝、方太、海信、 TCL、创维、康佳、华帝、COLMO、格兰仕、科沃斯居综合得分前十（康佳、华帝、COLMO、格兰仕并列），前十中最高分为81分，最低分为73分。 指标评价发现，家电消费品牌价值表现差异较大，整体水平相较于食品饮料、日化美妆等领域并无明显优势，在消费品换新政策东风下，品牌价值"焕新"潜 力挖掘可期。 市场表现差异大 换新政策下还得真能"焕新" 在"品牌影响力"指标（满分25）上，纳入考察的家电消费品牌整体平均得分为17.63分，在"市场表现"指标（满分20）上，纳入考察的家电消费品牌整体平 均得分为14.34分，但得分分布分散，从12分到18分，呈现出较大差距，市场表现差异较大。 美的、卡萨帝、方太、海信的得分分别为18、17、 ...

今年年初以来，以旧换新、国补等政策覆盖至消费电子领域。消费需求被激发，手机、平板电脑等消费 电子产品持续热销。尤其是五一假期，成为销售高峰。同时，新趋势也在显露——消费者对智能化、高 端化产品的需求显著提高。在全力提振消费和消费升级的大背景下，荣耀通过"技术创新+产能升级"双 重路径加速推进，打造增长新范式。 未来，一系列搭载创新技术(AI Agent、电池、先进制造工艺等)的产品将陆续发布，不断丰富产品生 态，给消费者和行业带来全新的创新体验和技术探索。 智能制造跃升解码 国补政策不仅激活了电子消费市场的增长潜力，推动了第一季度手机销售大幅增长，也促进了行业的高 端化转型。荣耀紧抓这一机遇，一方面精准把握消费需求，加速技术迭代，另一方面优化智能制造与供 应链，构建"技术创新+智能制造"双引擎。 在荣耀智能制造产业园，引入AI视觉检测、5G+工业互联网等前沿技术，实现关键工序自动化率95%， 效率提升300%。 据悉，荣耀产业园通过AI视觉检测系统实现每28秒下线一部手机。一个月能多生产12万台中高端手 机。这种"技术降本、规模增效"的模式，使荣耀在中高端市场突破中占据主动。 产品势能：技术创新与需求洞察的" ...

Core Viewpoint - TATA Wood Doors has been recognized as the top seller of silent doors in China for 2024, marking a significant achievement in the company's strategic upgrade and brand asset accumulation [1][5][7]. Company Overview - TATA Wood Doors has evolved from a "hidden champion" in niche markets to a "brand benchmark" that embodies national strategy, emphasizing technological innovation, green development, and cultural confidence over its 26-year history [4][11]. - The company has developed over 190 patents and has played a leading role in establishing national standards, thereby gaining "technical discourse power" in the global wood door industry [7][11]. Market Position and Strategy - The recognition from Frost & Sullivan is based on a comprehensive analysis of the silent door market, including policy, market size, trends, and sales performance of leading companies [5][7]. - TATA Wood Doors aims to leverage its leading position to enhance brand image and customer trust, while expanding market channels and establishing strong industry influence [7][8]. Industry Insights - The home furnishing industry is facing challenges due to a sluggish real estate market and shrinking consumer demand. Experts suggest a "rationally optimistic" approach to navigate these challenges by focusing on segmented needs and optimizing channel layouts [1][5]. - The shift from price competition to value competition is essential for the industry to capture structural opportunities in areas such as demand improvement and smart home integration [1][5]. Marketing and Branding - TATA Wood Doors has achieved over 1 billion brand exposures through its marketing strategy, which includes champion endorsements and event empowerment [8][10]. - The company has integrated sports marketing, particularly through sponsorship of the World Table Tennis Championships, to convey cultural values and enhance global resonance [8][9]. Consumer Engagement - TATA Wood Doors is redefining home consumption values by focusing on younger demographics through personalized experiences and emotional resonance [10][11]. - The brand's transformation from a functional product to a cultural symbol reflects a deeper change in the manufacturing mindset, addressing specific lifestyle needs and aspirations [11][12].

内容概要：水处理药剂也称作水处理剂、水处理化学品，是指用于水处理的化学药剂的总称。近年来， 随着国家经济迅猛发展、城镇化进程加快，我国城市人口密度不断增加，工业、农业活动日益频繁，工 业废水和生活污水排放量持续增加，叠加政府对城市农村污水治理重视程度日益提升，以及海水淡化产 业持续发展，使得国内水处理药剂应用需求持续旺盛，推动行业迅速崛起。数据显示，2024年我国水处 理药剂行业规模已从2018年的284.8亿元增长至480亿元。 相关上市企业：清水源（300437）；泰和科技（300801）等 相关企业：爱森（中国）絮凝剂有限公司；北京华龙星宇科技发展有限公司；山东宝莫生物化工股份有 限公司；江苏红鸥水处理药剂有限公司；云南水投水务产业有限公司；鲁控水务集团有限公司；江门市 崖门新财富环保工业有限公司；东丽膜科技（佛山）有限公司；马鞍山中冶华欣水环境治理有限公司等 关键词：产业链；政策；水处理药剂行业规模；竞争格局；重点企业；发展趋势 水处理药剂也称作水处理剂、水处理化学品，是指用于水处理的化学药剂的总称，主要作用是控制水 垢、污泥的形成，减少与水接触的材料的腐蚀，除去水中的悬浮固体和有毒物质，除臭脱色，软 ...

Core Viewpoint - Yinlun Co., Ltd. plans to implement a share buyback program to enhance employee stock ownership and incentive plans, with a budget between 50 million and 100 million yuan [1][2]. Group 1: Share Buyback Plan - The company intends to repurchase shares through centralized bidding, with a total expenditure of no less than 50 million yuan and no more than 100 million yuan, estimating to buy back between 1.2888 million and 2.7777 million shares, which accounts for 0.17% to 0.33% of the total share capital [2]. - The funding for the buyback will come from the company's own funds and a special loan for stock repurchase, with a commitment letter from the Bank of China Zhejiang Branch agreeing to provide a loan of up to 90 million yuan [2]. Group 2: Financial Performance - Yinlun's revenue increased from 1.684 billion yuan in 2012 to 11.02 billion yuan in 2023, representing a growth of 554.39%, while net profit rose from 41 million yuan to 612 million yuan, a staggering increase of 1392.7% [4]. - In 2024, the company achieved revenue of 12.7 billion yuan, a year-on-year increase of 15.28%, and net profit of 784 million yuan, up 28% from the previous year [4]. - For Q1 2025, the company reported revenue of 3.416 billion yuan, a year-on-year growth of 15.05%, and net profit of 212 million yuan, up 10.89% [6]. Group 3: Research and Development - The company has invested a total of 2.044 billion yuan in R&D from 2020 to 2024, with annual expenditures increasing each year [6]. - R&D expenses for the years 2020 to 2024 were 269 million yuan, 326 million yuan, 386 million yuan, 490 million yuan, and 573 million yuan respectively [6]. Group 4: Market Position and Strategy - Yinlun specializes in the research, manufacturing, and sales of various heat management and exhaust after-treatment products, maintaining the top position in the domestic market for heat exchangers for over a decade [2]. - The company has expanded its international operations, with significant revenue growth in North America and Europe, achieving a 50.47% increase in self-operated business income in North America [6].

中化国际 20250507 摘要 • 中化国际 2025 年一季度营收同比下降 7.01%至 108.03 亿元，归母净利 润亏损 3.96 亿元，同比增亏 1.1 亿元，但环比减亏 0.86 亿元。2024 年 归母净利润亏损 28.37 亿元，同比增亏 9.89 亿元，主要受原材料价格高 企和产品价格低迷影响。公司正通过卓越运营和集中采购降低成本。 • 公司防老剂业务 2024 年销量创历史新高，同比增长 6.26%，泰国基地销 量显著增长。环氧树脂业务总体销量同比增长 23%，出口量增幅达 51%。碳三产业链产量大幅提升，2024 年产量同比增长 89%，2025 年 一季度同比增长 13%，成本明显下降。尼龙 66 装置实现满产满销，并计 划扩产。 • 中化国际通过加强过程管控、降低能源消耗和优化营销平台等措施应对市 场挑战。钛酸盐产业链一季度亏损环比大幅收窄。公司加大研发投入，推 动水性环氧环保产品和电子封装配方料的产业化，以提高差异化竞争力。 • 公司已建立配套核心原料对苯二胺的产能，并开发浆粕、短纤、芳纶纸等 下游产品。在资源循环利用领域，实现废弃芳纶制品回收利用，延长产品 生命周期。公司推出全 ...

一只手便能轻松提起的碳纤维自行车，上坡时可根据坡度自动降档的变速轮毂电机，按照外界光线 强弱调整镜片亮度的骑行眼镜……初夏的上海新国际博览中心内，以技术创新和开放合作为纽带、吸引 了国内外1500余家企业参展的2025中国国际自行车展览会正在举行。不少游客也慕名而来，参与这 场"两轮"盛宴。 "以前觉得骑自行车是绿色低碳的，没想到现在连生产自行车的过程也是绿色低碳的。"听了展馆内 唐山金亨通车料有限公司工作人员介绍的"回收铝""回收铁"生产技术后，第一次逛展的上海市民刘先生 颇为惊讶。 "通过进行分拣、分类、重熔、精炼、均质等过程，我们可以将生活废铝和已经报废了的自行车金 属材料进行再生产循环应用。与传统的电解铝生产方式相比，大大降低了二氧化碳气体的产生和排 放。"公司ESG负责人吴家辉说，公司通过重熔精炼新技术的应用，2024年碳排放量同比下降30%。 使用光伏太阳能发电覆盖生产流程、低能耗设备投入、应用低温粉末为自行车进行涂装……越来越 环保的生产流程，让越来越多的自行车生产公司更好践行绿色发展理念。 产业链上实现绿色低碳转型是当前自行车行业发展的一大趋势，供应链的绿色追踪也是其中重要的 一环。 "通过数 ...

Core Viewpoint - Zairun New Energy Technology Co., Ltd. is set to launch its IPO on the ChiNext board, focusing on the production of photovoltaic module junction boxes, which are essential components in photovoltaic systems [1][2]. Financial Performance - The company reported projected revenues of 522 million yuan, 844 million yuan, and 876 million yuan for the years 2022 to 2024, reflecting a compound annual growth rate (CAGR) of 29.55% [1]. - Net profits attributable to the parent company are expected to be 86.4 million yuan, 120 million yuan, and 131 million yuan for the same period, with a CAGR of 23.28% [1]. Technological Innovation - Zairun New Energy has emphasized continuous technological innovation, holding 101 domestic patents, including 27 invention patents and 4 overseas invention patents as of December 2024 [1]. Market Expansion - The company is expanding its product line to include components for electric vehicles, leveraging its expertise in photovoltaic junction boxes [2]. - The IPO aims to raise 720 million yuan to fund projects including the expansion of photovoltaic junction box production, development of auxiliary power battery boxes for electric vehicles, and the establishment of a research and development center [2]. Future Growth Strategy - The company plans to increase production capacity for Z8C and Z8X junction boxes in response to the rapid growth of the photovoltaic industry [2]. - There is an anticipated increase in demand for smart junction boxes due to higher safety requirements in distributed photovoltaic systems, prompting the company to expand its production capacity in this area [2].

答：截至2024年，公司开展自主研发项目共计19项，涉及伸缩式平台关键技术研发、光伏发电移动式冷 库、金属面双石膏板PIR夹芯板工艺的研发等。公司非常重视技术创新，研发方向专注新产品、新工 艺、新材料的开发、老产品改进、产品售前售后技术支持等任务。公司将加快技术创新，同时优化公司 现有产品结构，增强市场竞争力。 问：您好，介绍一下公司2024年度经营情况 证券之星消息，2025年5月7日晶雪节能（301010）发布公告称公司于2025年5月7日召开业绩说明会。 具体内容如下： 投资者提出的问题及公司回复情况问：公司就投资者在本次业绩说明会中出的进行了回复： 答：在门的业务板块，除了在冷库的应用上，近年来公司加大力度拓展更多应用领域，在干仓和工业厂 房的应用量增加。未来，在拓展该业务板块上，我们将1.提高冷库门和工业建筑门的保温、隔热性能， 降低能耗，满足客户对节能环保的需求；2.公司将继续完善产品营销布局，扩大营销队伍，加强客户覆 盖的深度与广度；3.加大产品创新力度，深入了解客户需求，为客户提供定制化的解决方案；4.加强品 牌宣传力度，通过线上线下（300959）相结合的方式提升品牌知名度。 问：2025年 ...