证券简称：斯莱克 证券代码：300382 答：尊敬的投资者，您好！截至目前公司未接到相关的股东 减持计划通知。感谢您的关注！ 4、请问汪总，贵公司 24 年电池壳业务以方形为主，全年 卖出多少套？ 答：尊敬的投资者，您好！公司 2024 年电池壳整体销售量 为 1.75 亿个，其中大部分为方形电池壳。感谢您的关注！ 5、请问安董事长，贵公司 3 月份与日本哈默纳科接触，请 问是否有意向与其合作投资，如有请问是否为公司布局的谐波 减速机方向？ 苏州斯莱克精密设备股份有限公司投资者关系活动记录表 编号：2025-002 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（电话会议） | | 参与单位名称 | 斯莱克 2024 年度业绩说明会采用网络远程方式举行，面向全体 | | 及人员姓名 | 投资者 | | 时间 | 2025 年 5 月 13 日 15:00—17:00 | | 地点 | 全景•路演天下（http://ir.p5w.net） | | 上市公 ...

Core Viewpoint - The company is focusing on cautious land acquisition and organizational restructuring while emphasizing the need to address inventory devaluation and improve profitability in the future [2] Sales Performance - In 2024, the company achieved a total sales amount of 400.13 billion yuan, a year-on-year decrease of 35%. The operating cash flow net inflow was 73.8 billion yuan, an increase of 17 billion yuan compared to 2023. The sales area planned for 2025 is 1.55 million square meters, with a signed amount of 278 billion yuan [3][8] Market Position and Land Acquisition - The company maintained its leading position in the Beijing market and cautiously acquired two land parcels in Chengdu and Beijing. As of the end of the period, there were 156 major projects (including self-owned) with a total construction area of approximately 10 million square meters [4][10] Cost Management and Organizational Restructuring - In 2024, the company reported operating revenue of 242 billion yuan, a 49% decline, and a net loss of 94 billion yuan. The company effectively reduced its three major expenses (sales, management, and financial costs) by 21%, 4%, and 3% respectively. A flat management structure was established to enhance efficiency [5][15] Financing and Debt Management - The company successfully reduced interest-bearing liabilities by approximately 9.7 billion yuan and maintained a cash balance of 18.8 billion yuan at the end of the period. The average financing cost decreased to 3.78%, down 48 basis points from the beginning of the year. The company received a "white list" credit line exceeding 9.3 billion yuan [6][20] Inventory and Asset Management - The company recorded an inventory impairment loss of approximately 3.1 billion yuan, with a year-end inventory balance of 114.2 billion yuan and an impairment provision of 4.9 billion yuan. The company is facing challenges with significant amounts of heavy assets from historical investments [11][12] Property Management and Diversification - The company is advancing its property management segment, achieving rental income of 854 million yuan and managing a rental area of 1.71 million square meters. The company is also exploring innovative business areas such as urban renewal and long-term rental apartments [23]

Group 1 - The company is facing a decline in revenue and net profit for three consecutive years, and is focusing on technological innovation, enhancing specialized service capabilities, optimizing business structure, and promoting transformation and upgrading [1] - The company is expanding its new tobacco business globally while adhering to local laws and regulations, analyzing market characteristics and consumer preferences in potential markets [1] - The company has a strong competitive position in the high-end packaging market, serving mid-to-high-end clients in sectors such as tobacco, alcohol, and daily chemicals, and plans to enhance R&D and production processes to increase market share [1] - The decline in the specialty paper packaging business is attributed to market demand changes and reduced customer orders, and the company plans to adjust its business strategy, strengthen new product development, and improve internal management processes to enhance efficiency and reduce costs [1] Group 2 - The new tobacco segment aims to create a diversified development framework focusing on customized services, standardized production management, and global resource allocation to enhance operational performance [2] - The electronic materials business is centered on composite conductive materials, with ongoing projects for composite copper foil and aluminum foil aimed at improving production efficiency and product performance [2] - The company is prioritizing high-end manufacturing transformation driven by technology, selecting partners for deep collaboration based on national and local industry support [2] - The company is optimizing subsidiary management by adjusting business and equity structures, analyzing the performance of loss-making subsidiaries, and implementing improvement plans or strategic investments as necessary [2]

解析行业前景 在近期举行的业绩说明会上，光伏、白酒等多个行业上市公司从行业情况出发，分析了公司面对的机遇 挑战和应对方式。 中国上市公司协会5月12日公布的数据显示，截至5月7日，除公告延迟披露公司外，沪、深、北三家证 券交易所共5412家上市公司公布2024年年度报告。2024年全市场上市公司共实现营业收入71.98万亿 元，近六成公司实现营收正增长。其中，创业板、科创板公司总体营收增速领先，沪深主板公司净利润 指标保持韧性。 近日，多家上市公司举行业绩说明会，分析行业变化、解读公司生产经营情况，"剧透"全年发展动向。 不少上市公司表示，2025年将坚持全球化布局、数智化转型、多元化发展，增强企业核心竞争力。值得 一提的是，"人工智能"成为上市公司在阐述未来发展机遇时频频提到的热词。 ● 本报记者 王婧涵 上交所针对科创板专设了"科创热点行业周"，针对半导体设备、人工智能及软件、低空经济、机器人、 创新药、新能源等市场关注度较高的细分行业举办集体业绩说明会。 在科创板机器人专场集体业绩说明会上，步科股份董事长、总经理唐咚表示，目前人形机器人技术正处 在从实验室迈向现实应用、逐渐实现批量化生产的关键期。公司重 ...

Core Viewpoint - Qingdao Beer is pursuing a cross-industry acquisition by planning to acquire 100% of the shares of Shandong Jimo Huangjiu Factory for a total consideration of 665 million yuan, aiming to create new growth points and diversify its business beyond beer [2][6]. Group 1: Acquisition Details - The acquisition involves Qingdao Beer purchasing the entire stake of Jimo Huangjiu, which was founded in 1949 and is a representative of Northern Huangjiu [3][7]. - The acquisition price is set at 665 million yuan, which includes adjustments for profit and loss during the price adjustment period [2][8]. - Jimo Huangjiu reported a revenue of 166 million yuan in 2024, with a net profit of 30.47 million yuan, reflecting a year-on-year growth of 13.5% and 38% respectively [8]. Group 2: Market Context - The Chinese beer industry has been in a downward trend since reaching a peak production of 50.615 million tons in 2013, prompting Qingdao Beer to seek diversification through acquisitions [6]. - Qingdao Beer has faced challenges in its core beer business, with a decline in sales volume for its main brand, which fell to 4.34 million kiloliters in 2024, a decrease of approximately 4.82% year-on-year [4][11]. Group 3: Financial Performance - In 2024, Qingdao Beer reported a net profit of 4.345 billion yuan, marking a year-on-year increase of 1.81%, the lowest growth rate since 2017 [5][11]. - The company's revenue for 2024 was 32.138 billion yuan, down 5.3% from the previous year [11]. Group 4: Market Reactions and Concerns - Market analysts have expressed caution regarding the acquisition, citing limited synergy between beer and Huangjiu due to different consumer bases and sales channels [10]. - Concerns have been raised about potential management conflicts post-acquisition and the unclear strategy for diversification given the smaller scale of Jimo Huangjiu [10].

Core Viewpoint - IGG has experienced a significant turnaround in its financial performance, with total revenue for 2024 reaching HKD 57.37 billion (approximately RMB 53.6 billion), a year-on-year increase of about 9%, and net profit soaring to HKD 5.8 billion (approximately RMB 5.4 billion), marking a staggering year-on-year growth of approximately 700% [1][2][4]. Financial Performance - For the fiscal year ending December 31, 2024, IGG reported total revenue of HKD 5,737,114, up from HKD 5,265,911 in 2023 [2]. - The cost of sales decreased to HKD 1,126,244 from HKD 1,346,854, while net profit rose to HKD 582,580 from HKD 73,053 [2]. - Adjusted net profit for 2024 was HKD 607,011, compared to HKD 114,987 in 2023 [2]. Product Development and Diversification - IGG has launched two key products, "Tycoon Master" and "Frozen War," and tested nearly 40 new games over the past year, indicating a robust pipeline of new offerings [1][2][16]. - The company has successfully diversified its revenue streams, with the contribution from its flagship game "King of Kingdoms" dropping from 80% in 2022 to 45% in 2024, thanks to the performance of new titles [13][14]. Market Strategy and Future Outlook - IGG's strategy includes a focus on stable growth and long-term profitability, with a cautious approach to new business areas such as APP and AI [34]. - The company aims to maintain a balanced revenue structure while exploring new opportunities for growth, as evidenced by the anticipated success of upcoming titles like "Rebirth of Glory" [34][36].

Group 1: Guizhou Moutai - Guizhou Moutai has no current plans to use celebrity endorsements for marketing, as stated by the company's vice president during the 2024 annual performance briefing [1] - The company is focusing on brand rejuvenation and the integration of liquor and tourism, exemplified by the appointment of Zhang Yixing as the spokesperson for Moutai's cultural tourism segment [1] - The upcoming "2025 Guizhou Huang Xiaoxi T Music and Arts Festival" will feature Zhang Yixing, highlighting Moutai's strategy to attract younger consumers [1] Group 2: Qingdao Beer - Qingdao Beer remains committed to its core beer business while exploring opportunities in non-beer sectors, indicating potential future asset integration [2] - The company aims to leverage its brand and quality advantages to expand market presence and diversify its product offerings [2] - Qingdao Beer acknowledges the growth potential in the Chinese beer market and plans to develop new business growth points through strategic acquisitions [2] Group 3: Yanghe Distillery - Yanghe Distillery has established Jiangsu Yanghe Cultural Media Co., Ltd., marking its expansion into the cultural media sector [3] - The new company will engage in various activities, including liquor operations, TV series production, and brand management, enhancing Yanghe's brand influence [3] - This move allows Yanghe to integrate its brand culture into consumers' lives, potentially creating new profit growth avenues [3]

证券代码：002910 证券简称：庄园牧场 公告编号：2025-026 兰州庄园牧场股份有限公司关于投资设立 公司暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 关联方甘肃甘味产业发展有限公司（以下简称"甘味公司"）共同出资 300 万 元人民币设立甘肃甘味茶运营管理有限公司（暂定名，具体以工商注册登记为 准，以下简称:"合资公司"）。其中，公司拟以自有资金出资 90 万元，持有 合资公司 30%股权，甘味公司拟以自有资金出资 210 万元，持有合资公司 70%股 权。本次共同投资完成后，合资公司不纳入公司合并报表范围内。 团有限责任公司，符合《深圳证券交易所股票上市规则》规定的关联关系情形， 本次交易构成关联交易。 不确定性。其相关业务尚未开展，未来实际经营中可能面临宏观经济、行业政 策、市场变化及其他不可抗力因素等多方面影响，投资收益存在不确定性，敬 请广大投资者注意投资风险。 一、关联交易概述 公司性质：有限责任公司 法定代表人：文霞 注册地址： 公司与关联方甘味公司于 2025 年 5 月 9 日签订《合作协议》，拟共 ...

Core Viewpoint - Qingdao Beer is actively pursuing diversification by acquiring Jimo Yellow Wine, aiming to enhance its product line and market channels while continuing to focus on its core beer business [5][6]. Group 1: Investor Engagement - On May 12, Qingdao City Listed Companies Association held an online investor reception day, where investors raised questions about the acquisition of Jimo Yellow Wine and the potential integration of beverage assets into the listed company [1]. - Qingdao Beer responded to investor inquiries regarding the future integration of beverage assets, indicating that it does not rule out the possibility of consolidating quality assets at an appropriate time [2]. Group 2: Business Strategy - The company plans to maintain its commitment to the beer industry while exploring opportunities in non-beer sectors to extend its industry chain and cultivate new growth points [4]. - The integration of Jimo Yellow Wine is seen as a strategic move to diversify the company's business and create new economic growth opportunities [5]. Group 3: Acquisition Details - Qingdao Beer announced its intention to acquire 100% of Jimo Yellow Wine for a total consideration of 665 million yuan, including adjustments for profit and loss during the price adjustment period [5]. - Jimo Yellow Wine reported a revenue of approximately 166 million yuan in 2024, with a net profit of 30.47 million yuan, reflecting a year-on-year growth of 13.5% and 38% respectively [6].

Core Viewpoint - Qingdao Beer plans to acquire 100% equity of Jimo Huangjiu Factory for 665 million yuan, aiming to enhance industry synergy and competitiveness in the beverage market [2][4][9]. Group 1: Acquisition Details - The acquisition involves Qingdao Beer purchasing the entire stake from Xinhua Jin Group and Shandong Lujin Import and Export Group, with a total consideration of 665 million yuan plus any profit or loss adjustments during the price adjustment period [2][4]. - Jimo Huangjiu, established in 1949, is a well-known brand in the Chinese Huangjiu market, recognized for its unique flavor profile [4][8]. - In 2024, Jimo Huangjiu reported a revenue of 166 million yuan, a year-on-year increase of 13.5%, and a net profit of 30.47 million yuan, up 38% [4]. Group 2: Market Context - The beer industry is facing intensified competition, with major players like Qingdao Beer experiencing revenue declines; in 2024, Qingdao Beer reported a revenue of 32.138 billion yuan, down 5.3% from the previous year [9][11]. - The overall beer market in China saw a slight decline in production, with a total output of 35.213 million kiloliters in 2024, down 0.6% year-on-year [11]. - As part of a broader trend, beer giants are diversifying their portfolios; for instance, China Resources Beer has entered the white liquor market, while Qingdao Beer is expanding into Huangjiu [11][12]. Group 3: Strategic Implications - The acquisition is expected to broaden Qingdao Beer's product line and market channels, providing consumers with more diverse options and enhancing market influence [8][9]. - The integration of Jimo Huangjiu is anticipated to create complementary sales effects between beer and Huangjiu products, potentially opening new growth avenues for Qingdao Beer [8][9]. - The Huangjiu market, while smaller than beer, is characterized by regional strengths and specific consumer preferences, with Jimo Huangjiu representing the northern style of Huangjiu [13][14].