本钢板材股份有限公司投资者关系活动记录表 股票代码：000761 200761 股票简称：本钢板材 本钢板 B 债券代码：127018 债券简称：本钢转债 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 参与活动单位及 人员 民生证券-范钧 时间 2025 年 9 月 16 日 15:30~16:30 地点 本溪市 形式 实地调研 上市公司接待人 员 陈立文、贾晶乔 交流内容介绍 1.公司在汽车钢方面具有哪些优势？ 答：公司汽车钢的优势主要体现在以下几个方面： 一是技术创新方面：突破超宽幅与高强钢核心技术瓶颈。 超宽幅冷轧技术，为新能源汽车轻量化提供更佳材料方 案；高强钢与免涂层技术，填补国内相关产品空白；特殊功能 钢，提升了产品的耐腐蚀性能和使用寿命。 二是品牌引领方面："本钢宽幅"成为高端汽车钢标杆。 "本钢宽幅"是公司针对汽车轻量化需求打造的高端汽车 钢核心品牌，专注 2050 毫米以上宽幅冷轧汽车钢产品集群。 被广泛应用于国内外新能源汽车头部企业、造车新势力及传统 造车企业的高端车型制造，实现对多家汽车厂商的独家供货。 三是绿色化方面：推动冷 ...

Core Viewpoint - The article highlights the significant progress made by central enterprises in China during the "14th Five-Year Plan" period, emphasizing high-quality development, increased asset and profit growth, and enhanced innovation capabilities. Group 1: Financial Performance - The total assets of central enterprises have exceeded 90 trillion yuan, growing from less than 70 trillion yuan, with total profits increasing from 1.9 trillion yuan to 2.6 trillion yuan, achieving annual growth rates of 7.3% and 8.3% respectively [2] - The operating income profit margin has improved from 6.2% to 6.7%, and labor productivity per person per year has risen from 594,000 yuan to 817,000 yuan [2] Group 2: R&D and Innovation - Central enterprises have maintained R&D expenditures exceeding 1 trillion yuan for three consecutive years, with the input intensity rising from 2.6% to 2.8% [3] - They have established 97 original technology sources and formed 23 innovation alliances, enhancing collaborative efforts in key technological breakthroughs [3] Group 3: Industrial Transformation - High-end, intelligent, and green characteristics are becoming prominent features of central enterprises, with significant investments in strategic emerging industries growing at an annual rate exceeding 20% [4] - The number of application scenarios has surpassed 800, and 1,854 smart factories have been established, with energy consumption and carbon emissions per unit of output decreasing by 12.8% and 13.9% respectively [4] Group 4: Tax Contributions and Market Impact - Central enterprises have contributed over 10 trillion yuan in taxes during the "14th Five-Year Plan" period and transferred 1.2 trillion yuan of state-owned equity to social security funds [5] - The market capitalization of centrally controlled listed companies has exceeded 22 trillion yuan, with cumulative cash dividends reaching 2.5 trillion yuan, marking a nearly 50% increase since the "13th Five-Year Plan" [6] Group 5: Capital Efficiency and Reforms - The efficiency of state capital allocation and operation has improved significantly, with strategic restructuring of 10 enterprises and the establishment of 9 new central enterprises [7] - By 2025, personalized indicators for assessing central enterprises will account for over 67% of the evaluation criteria, enhancing the precision and scientific nature of policy support [8] Group 6: Investment in Emerging Industries - Central enterprises have invested 8.6 trillion yuan in strategic emerging industries, significantly increasing investments compared to the "13th Five-Year Plan" [10] - Notable advancements have been made in fields such as integrated circuits, biotechnology, and new energy vehicles, with breakthroughs in humanoid robots and superconducting quantum computing [10] Group 7: Innovation Funds - The total scale of innovation funds established by central enterprises has approached 100 billion yuan, reflecting a strong commitment to fostering innovation [11]

Core Viewpoint - The central enterprises in China are focusing on high-end, intelligent, and green development as key characteristics, with significant progress in building a modern industrial system since the start of the 14th Five-Year Plan [1] Group 1: Strategic Developments - The development of strategic emerging industries has reached unprecedented levels, with an average annual investment growth rate exceeding 20% [1] - 30 modern industrial chains are being established, actively supporting and driving integration in sectors such as new generation information technology, new energy, new materials, and high-end equipment [1] Group 2: Industrial Transformation - The pace of industrial transformation and upgrading is accelerating, with over 800 application scenarios laid out through special actions [1] - The digital transformation initiative has led to the creation of 1,854 smart factories [1] - Energy consumption per unit of output and carbon dioxide emissions per unit of output have decreased by 12.8% and 13.9%, respectively [1]

Market Performance - The three major indices collectively rose on September 16, with the Shenzhen Component Index increasing by 0.45%, the Shanghai Composite Index by 0.04%, and the ChiNext Index showing the largest gain of 0.68% [1] - The Shanxi sector experienced an overall upward trend, influenced by the market, with an increase of 0.90% [1] Company Highlights - Yangmei Chemical (stock code: 600691) reached its daily limit with a rise of 9.94% [2] - Kuaijingtong (stock code: 002640) also showed significant performance, increasing by 7.49% compared to the previous trading day [2] - Shanxi Coal (stock code: 000983) has seen a cumulative increase of 5.87% over four consecutive days [2] Yangmei Chemical - Yangmei Chemical, established on November 19, 1993, is set to change its name to Shanxi Lu'an Chemical Technology Co., Ltd. on September 1, 2025, with the stock abbreviation changing to "Lu Hua Technology" on September 17, 2025 [3] - The company specializes in the production and sales of chemical products, including urea, propylene, and ion membrane caustic soda [3] - Yangmei Chemical focuses on high-end, intelligent, green, and service-oriented industrial development, enhancing resource allocation and technological innovation to strengthen its core competitiveness [3] Kuaijingtong - Kuaijingtong, originally founded in 1995 as a clothing retail business, transitioned into cross-border e-commerce in July 2014 after a major asset restructuring [4] - The company has become a leading cross-border e-commerce entity in the A-share market, offering a variety of products including 3C electronics, clothing, and beauty products to over 200 countries and regions globally [4] Shanxi Coal - Shanxi Coal, part of the Xishan Coal Electricity Group, is the largest coking coal production base in China, with a focus on coal production, sales, and processing [5] - The company has strategic partnerships with well-known enterprises such as Baosteel and Huaneng International, with its products sold across more than 20 provinces in China and exported to countries like Japan and Germany [5] - Recently, Shanxi Coal announced the resumption of production at its Shuiyu Coal Mine following a safety incident, effective from September 12 [5]

Core Viewpoint - The article emphasizes the trend of intelligent, automated, and green development in microbial fermentation technology, highlighting the integration of advanced technologies for efficient fermentation process control and optimization [4]. Group 1: Intelligent Fermentation Equipment - The current trend in intelligent research-grade microbial fermentation tanks is towards automation and real-time monitoring of parameters such as temperature, pressure, pH, and dissolved oxygen, enabling remote monitoring and operation [4]. - The fermentation tanks are equipped with features like automatic feeding, pH adjustment, and data recording and analysis, providing a comprehensive solution for fermentation processes [4]. - IoT technology is utilized for remote data transmission and cloud storage analysis, while machine learning and big data analytics are employed to predict potential issues during fermentation [4]. Group 2: Features of Xierman Research-grade Fermentation Systems - The systems integrate sterile automatic sampling pathways for online biochemical detection and intelligent closed-loop control [8]. - New optical technology is used for online optical density (OD) detection, allowing dynamic adjustment of feeding strategies [8]. - High-performance ARM chip design enables precise cultivation control [8]. - Wireless mobile platforms allow for flexible spatial control [8]. - Self-developed digital sensors work in deep intelligent collaboration with the reactor [8]. - The systems feature a flexible PID intelligent control algorithm, customizable parameters, and the ability to save configuration templates for easy operation [8]. - Data curves can be selected for multiple parameters and batch comparisons, with export capabilities [8]. - The systems support four-level user management and audit tracking, compliant with FDA 21CFR Part11 [8]. - Connectivity to mobile apps and Xierman software platform facilitates remote control and experimental design [8]. - The equipment is domestically produced, ensuring quick after-sales service and comes with all necessary components for immediate use [8]. Group 3: Xierman Technology's Commitment - Xierman is dedicated to providing high-quality biological cultivation solutions for the life sciences sector, aiming to accelerate research progress and product market entry [7]. - The company focuses on understanding the importance of biological cultivation and strives to offer stable and reliable biological cultivation instruments and equipment [7].

Core Insights - The development of the silage feed additive industry in China began in the early 1980s, lagging behind developed countries in Europe and America [1] - The industry has entered a rapid growth phase since the 21st century, driven by the increasing level of intensive farming and the maturation of the silage feed industrial system [1] - The market size of the silage feed additive industry in China was approximately 21.44 billion yuan in 2020, recovering from a decline due to African swine fever in 2019 [1] - In 2023, the market size experienced a year-on-year decline of 4.93% due to factors such as adjustments in pig production capacity and low breeding efficiency [1] - The industry is expected to stabilize in 2024, with a projected market size of around 31.55 billion yuan [1] Industry Overview - Silage feed additives are designed to inhibit the growth of harmful microorganisms, reduce nutrient loss, and ensure fermentation effectiveness [7] - The industry chain includes upstream raw materials, midstream product development and production, and downstream applications in livestock farming [7] - The main types of silage feed additives used in China include fermentation promoters, fermentation inhibitors, and nutritional additives [7] Market Trends - The silage feed additive industry is expected to focus on green development, emphasizing the use of natural plant extracts and probiotics to reduce chemical residues and environmental pollution [14] - Functional innovation will be a key trend, with a focus on developing multi-functional additives that improve fermentation quality and enhance animal health [15] - The industry will pursue higher efficiency and precision through technological upgrades, aiming for optimized application and reduced costs [16] Key Companies - Major companies in the silage feed additive industry include Xinghuo Technology, Ruipu Biological, Yidoli, Tiankang Biological, and New Hope [2] - Xinghuo Technology specializes in bio-fermentation and chemical synthesis, with a focus on food and feed additives [12] - Yidoli is a biotechnology company engaged in the research and production of biological enzymes and plant extracts for animal nutrition [13]

Group 1 - The core viewpoint of the article emphasizes Beijing's achievements during the "14th Five-Year Plan" period, highlighting the optimization of capital functions, significant events, and advancements in regional collaboration [1][2][3] - Beijing's GDP is projected to reach 5 trillion yuan by the end of the "14th Five-Year Plan," reflecting both the need for development and the feasibility of achieving this target [7] - The city has established three trillion-level industrial clusters, particularly in new-generation information technology, healthcare, and technology services, which are driving new economic momentum [5] Group 2 - The "Two Wings" concept, referring to the Xiong'an New Area and the Beijing Sub-Center, is crucial for the collaborative development of the modern capital metropolitan area, enhancing commuting, functional, and industrial integration [3][4] - The "12345" citizen hotline has evolved into a vital tool for modern urban governance, ensuring timely responses to public concerns and enhancing citizen satisfaction [2][8] - The "Double Benchmark and Double Engine" strategy has been initiated to promote digital and green economic development, creating a multiplier effect for the capital's growth [6] Group 3 - The "Seven New" initiatives outlined in the action plan for high-quality development focus on enhancing collaboration, new economic drivers, platform economy, new infrastructure, new opportunities, new scenarios, and renewable energy [9][10] - Beijing's R&D investment intensity remains above 6%, showcasing the city's commitment to innovation and technological advancement [7] - The city has achieved a preschool enrollment rate exceeding 90%, reflecting significant progress in early childhood education [13]

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经济观察网 中国物流与采购联合会今天（15日）在2025年采购与供应管理大会上发布《全球供应链发 展趋势蓝皮书（2025）》。根据蓝皮书，目前全球供应链正加快向中国等新兴市场转移，并呈现出区域 化、数智化与绿色化等特征。中国正通过"双循环"、"新质生产力"等战略积极应对变局，为全球供应链 优化提供了"中国方案"。 ...

Group 1 - The "Investment in China - Choosing Economic Development Zones" international cooperation park construction promotion event was successfully held in Xiamen, with over 120 representatives from parks, business associations, and enterprises attending [1] - The Chinese side introduced the practices of building international cooperation parks at bilateral and local levels, encouraging foreign business associations and enterprises to engage in the green, digital, and intelligent transformation needs of economic development zones [1] - The United Nations Conference on Trade and Development expressed a willingness to maintain communication and cooperation with China to promote the sustainable development of industrial parks globally [1] Group 2 - Representatives from international cooperation parks and industry discussed key areas such as green low-carbon and technological innovation, focusing on infrastructure construction, industrial cultivation, and the transformation of scientific research achievements [2] - Various international cooperation parks shared investment cooperation needs in sectors like new energy and medical devices, highlighting the broad distribution, new business formats, and significant development potential of international cooperation parks in China [2] - The event facilitated in-depth discussions and negotiations on specific cooperation scenarios and investment projects among participating international cooperation parks, business associations, and enterprises, creating an active and engaging atmosphere [2]