证券日报网讯12月23日，博思软件（300525）在互动平台回答投资者提问时表示，公司将持续重视市值 管理工作，公司根据相关法律法规的要求及时履行信息披露义务，及时向市场及投资者披露相关信息， 在规则范围内对公司价值进行积极宣导。 ...

Group 1: Client Base and Market Presence - The company's primary clients include government departments, public institutions, and state-owned enterprises, covering key sectors such as highways, water transport, construction, municipal services, and water conservancy [1] - The company has a significant presence in Fujian Province, with its business expanding to over ten provinces including Yunnan, Guizhou, Jiangxi, Guangxi, Guangdong, and Xinjiang [1] Group 2: Financial Management - As of the end of 2024, the company's consolidated cash balance is CNY 1.182 billion, while the parent company's cash balance is CNY 569 million, indicating a strong cash reserve [2] - A portion of the cash is restricted, including funds for guarantees, performance bonds, and specific project investments, while the company manages idle funds through low-risk financial products such as structured deposits and large certificates of deposit [2] Group 3: Strategic Development - The company is attentive to industry trends and potential opportunities in emerging sectors, planning to explore investments that align with its strategic direction and market potential [2] - To enhance its testing business, the company is increasing fixed asset investments and improving qualifications, with a focus on integrating traditional testing technologies with smart technologies through the "Intelligent Infrastructure Testing System Enhancement Project" [2]

Group 1 - The company held an analyst meeting on December 23, 2025, to discuss its operational status and business development with analysts from Dongfang Caifu [1] - Key topics of interest included the company's dividend policy, overseas business progress, performance changes in the first three quarters, and project integration [2] - The company emphasized its commitment to shareholder returns and market value management, having completed the 2024 equity distribution and the 2025 semi-annual distribution [2] Group 2 - The company acknowledged the opportunities and risks in overseas markets and is actively exploring market expansion while prioritizing risk management [2] - The significant increase in net profit for the first three quarters was attributed to effective market response, cost reduction, and enhanced operational efficiency [2] - Regarding project integration, the company is preparing for the injection of waste-to-energy projects from its controlling shareholder, with commitments made to resolve competition issues within five years post-restructuring [3]

Group 1: Dividend and Shareholder Returns - The company emphasizes its commitment to shareholder returns and has completed the 2024 and 2025 interim dividend distributions. Future dividends will be based on actual business performance [1]. Group 2: Overseas Business Development - The company is actively exploring overseas markets while prioritizing risk management due to the inherent opportunities and risks involved [1]. Group 3: Profit Growth Analysis - The company reported a significant increase in net profit for the first three quarters of the year, attributed to effective market strategies, cost reduction, and enhanced operational efficiency [1]. Group 4: Heating and Gas Supply Business - Approximately 50% of the company's projects involve heating and gas supply services, which are expanded based on local demand and conditions [1]. Group 5: Asset Injection Plans - The company is preparing to address competition issues related to the injection of 13 waste-to-energy projects from its controlling shareholder, with a commitment to resolve these within five years following the major asset restructuring in 2023 [2].

截至2025年12月22日收盘，四川美丰(000731)报收于6.62元，下跌0.3%，换手率0.59%，成交量3.24万 手，成交额2147.11万元。 董秘最新回复 投资者： 作为化肥企业，公司采用天然气作为原料，遭遇着"气涨价、产品降价"的双重打击，在2025 年与煤化工企业，成本端有非常严峻，产品端又在同一层次，长期下去，公司如何破局？ 董秘： 投资者您好！公司主营产品均是高度市场化的产品，市场价格受宏观政策、行业趋势、供求关 系等多种因素影响，部分产品具有较强的周期性特征。为积极应对行业变化，努力克服市场波动带来的 风险挑战，公司将在成本管控、市场拓展、管理优化、技术研发、安全环保等方面持续发力，同时加快 技术升级和产业转型步伐，努力实现在市场竞争中破局突围。谢谢！ 投资者： 公司采购的天然气，是否主要来自大股东，大股东能否低于市场价供气？如国家能源集团控 股的中国神华和国电电力，在2022年作用，煤价疯涨的时候，神华向国电供煤就低于市场，使国电当年 亏损额远低于大唐发电、华能国际等同行，四川美丰实控人是否会有此担当？ 董秘： 投资者您好！公司原料天然气价格以国家政策法规或指导性文件为依据，执行市场 ...

Core Viewpoint - The Shanghai Huayi Group Co., Ltd. held a Q3 2025 earnings briefing on December 19, 2025, to communicate with investors and address their concerns regarding the company's performance and future plans [1]. Group 1: Earnings Briefing Details - The earnings briefing was attended by the company's board members, including the president and independent directors, who engaged with investors on various topics [1]. - The company disclosed that the Q3 earnings briefing was announced on December 12, 2025, and aimed to provide transparency and interaction with investors [1]. Group 2: Investor Questions and Company Responses - The company confirmed that its perfluoropolyether products have been industrialized, with increasing production levels [2]. - The core technologies for hexafluorobutylene (C4F6) and octafluorocyclobutane (C318) are fully owned by the company, which has established a patent layout around these technologies [2]. - The company implemented the "2025 Valuation Enhancement Plan" to restore its stock price to a reasonable valuation level, which has shown some positive results since its announcement [2][3]. - The company is committed to following regulatory requirements for information disclosure and will provide updates on any significant developments [3]. Group 3: Capital Operations and Market Management - The company has engaged in capital operations primarily focused on market value enhancement, with investments in various entities such as Feile Audio and ST Guohua [4]. - The company is actively working on measures to improve its investment value and shareholder returns, in line with regulatory guidelines [3]. - The company plans to continue its stock repurchase initiatives as part of its valuation enhancement strategy, encouraging major shareholders to increase their holdings [6]. Group 4: Other Relevant Information - The company addressed concerns regarding the government compensation scheme for the Wujing base and clarified that the recent production halt aligns with national carbon neutrality goals [5]. - The company emphasized its core competitive advantages, including technological research and development capabilities, leading industry products, and a comprehensive business layout [6]. - Detailed information about the Q3 earnings briefing can be found on the Shanghai Stock Exchange's official roadshow center [7].

Core Viewpoint - The company has announced a valuation enhancement action plan for 2025 aimed at improving shareholder returns and investment value through strategic initiatives across its core business segments [1] Group 1: Strengthening Core Business - The company will deepen its focus on three main business segments: smart rail transit, smart building parks, and smart heating, with efforts to expand overseas projects and enhance its industry leadership [1] - The smart rail transit segment will focus on integrated projects for network command centers and upgrading comprehensive monitoring systems [1] - The smart building parks segment will align with national urban renewal policies to set benchmarks for public space renovations [1] - The smart heating segment aims to expand city-level and provincial-level operations to establish industry standards [1] Group 2: Enhancing Internal Value - The company will concentrate resources on its most competitive and promising core business areas, increasing R&D investment with specific revenue ratio targets [2] - Key technology advancements will be prioritized to convert technical advantages into product competitiveness and pricing power [2] - Lean operations will be deepened to improve profitability, with specific targets for reducing sales and management expense ratios [2] - Supply chain management will be optimized to enhance procurement concentration and bargaining power [2] - The company will explore innovative business models, transitioning from product sales to a "product + service + operation" model to increase customer loyalty and revenue sustainability [2] Group 3: Optimizing Capital Allocation - The board will reassess the five-year development plan and initiate asset optimization actions, categorizing assets into core, nurturing, and inefficient/non-core [3] - Assets with weak synergy and low long-term returns may be divested to focus on core operations and improve asset turnover efficiency [3] - Strategic capital operations will be cautiously pursued, seeking mergers or investment opportunities that can enhance core business and create synergies [3] Group 4: Investor Relations Management - The company will implement a "deep communication and value discovery" plan to enhance communication frequency and levels, including special roadshows beyond regular reports [4] - The content of communications will be optimized, with a regularly updated investment value analysis manual to articulate the business model, competitive advantages, financial highlights, and growth logic [4] - ESG practices and achievements will be disclosed more thoroughly, and communication channels will be expanded through online platforms and industry events [4] Group 5: Corporate Governance - The company will establish clear responsibilities and mechanisms for value management, with the board serving as the highest decision-making and supervisory body [5] - The risk management committee will review related plans, ensuring the board's independence and effectiveness [5] - Internal control systems will be strengthened to enhance risk management and support stable operations [5]

证券日报网讯 12月22日，华宝新能（301327）在互动平台回答投资者提问时表示，公司已于2024年12 月制定《市值管理制度》，建立了由董事会领导、经营管理层参与、董事会秘书办公室执行的市值管理 流程，将科学运用合规的市值管理手段，平衡好短期波动与长期价值的关系，全力实现企业价值与股东 利益的最大化。同时公司严格依照信息披露规则，及时、准确履行信息披露义务。 ...

（编辑 丛可心 王雪儿） 证券日报网讯 12月22日，太极股份在互动平台回答投资者提问时表示，二级市场股价变化受宏观环 境、行业变化、二级市场情绪等多种因素综合影响。公司高度重视市值管理工作，立足提升公司质量， 通过稳健经营、规范运作、切实履行信息披露义务、加强投资者沟通等多种方式，积极向市场传递公司 声音，致力于实现公司内在价值与市场价值的动态平衡，维护全体股东的长远利益。 ...

证券日报网12月22日讯昊创瑞通（301668）在12月19日回答调研者提问时表示，公司市值管理的总体目 标是实现公司市值与内在价值的长期匹配，短期目标是稳定市值、提升市场信心；中长期目标是不断提 升经营业绩，积极推动公司的价值增长，实现内在价值与市值的协同提升。相关举措：一是以业绩增长 为核心，夯实发展基础，具体措施涵盖技术研发、产能扩张、两网市场份额提升、网外客户拓展及新产 品开发等；二是优化治理水平，防范风险，为稳健经营提供坚实保障，提升公司市场正面形象；三是加 强投资者关系管理，深化市场沟通，提升投资者对公司的价值认同；四是基于公司经营管理需求和发展 战略，适时合规开展相关资本运作工作。 ...