□ 本报记者 徐睿翔 5月13日，《政风热线·市长上线》全媒体直播走进南京，南京市市长陈之常带领各区政府以及市相关职 能部门主要负责人，现场倾听民声，回应市民关切。 几十辆外卖电动车随意停放，占据两股机动车道，不时有外卖小哥停车、跨栏取餐……这是当天节目中 的一幕画面。在南京一些交通繁忙、人流密集地段，不少外卖骑手经常遭遇"临停"难题。此前，南京在 一些商业体旁为外卖骑手和快递小哥施划了专用停车泊位，但实际中，有的专用泊位被其他非机动车占 据，有的骑手认为泊位太远而不愿停。 "这体现出我们管理上存在问题。"南京市城市管理局局长金安凡提出解决方案：一是全面梳理已施划的 泊位，调整不科学不合理的泊位；二是加大管理力度，将非机动车专用泊位管理纳入商家"门前三包"责 任范围，城管部门将把专用泊位管理纳入城管网格化巡查重点内容；三是鼓励商家在规划红线范围内设 置更多专用泊位。 网约车司机同样面临"临停"难题。"我们正和城管部门加强对道路的勘察，力争多划一些临停点位，缓 解供需矛盾。"南京市公安局常务副局长王秉德说，对于司机反映的因临停被贴罚单的情况，交管部门 将先短信通知，尽量劝离免予处理。 近年来，南京出台多项人才政 ...

5月11日，市委副书记、代市长庄建球以"四不两直"方式深入城区暗访督导城市精细化管理工作， 强调要深入学习贯彻习近平总书记关于城市工作的重要论述，聚焦"四高四争先"创造高品质生活要求， 抓住细节末梢，下足"绣花功夫"，推动城市功能持续完善，全面提升城市颜值、气质、内涵，为人民群 众打造宜居宜业宜乐宜游美好家园。 在中州大道金水路市民健身公园，庄建球察看场地利用、器材配备等情况，指出体育场地是市民群 众开展运动健身活动、提升生活品质的重要场所，要建好用好群众身边的体育设施，增加健身场地供 给，进一步提升健身设施公共服务水平，更好满足广大市民参与健身运动需求，切实感受城市魅力。 在东风南路一项目建设现场，庄建球检查施工环境、围挡设置等情况，要求严格规范建设施工管 理，加大力度整治施工围挡乱象，切实消除安全隐患，确保城市道路畅通，营造整洁、有序的市容环 境。 在迎宾路沿线，庄建球察看道路环境卫生、景观绿化等情况，强调要系统推进环境优化提升，形成 层次分明、四季有景的绿化效果，积极打造靓丽城市风景线。 暗访督导中，庄建球强调，要坚持人民城市人民建、人民城市为人民，把城市管理和服务民生结合 起来，统筹做好市容环境整治、 ...

公司回复：感谢您对公司的关注。面对行业竞争，公司 始终以差异化的核心竞争力为根基，主要优势体现在产品 品质、技术研发、营销服务、品牌价值及人才建设等多个方 面，具体内容详见公司《2024 年年度报告》第 19-20 页相 关内容，谢谢。 3、公司之后的盈利有什么增长点？ 公司回复：尊敬的投资者，您好。2025 年，公司面对复 杂多变的国内外经济形势，对内外部经营环境进行全面、系 统、深入的调研与分析，紧密围绕公司战略规划，制定了具 有前瞻性、指导性和可操作性的"251"经营方针目标。该 方针目标以"两个聚焦"为战略导向，以"五个提高"为核 心抓手，以"一个发展"为最终目标，通过统筹推进各项重 点工作，形成协同效应，为公司 2025 年度经营目标的圆满 实现提供坚实保障。具体详见公司在巨潮资讯网上披露的 《2024 年年度报告》中第 34-36 页相关内容，感谢您的关 注。 4、公司新研发的光电产品相比同行有何技术优势？如 何转化为收入利润？ 证券代码：300269 证券简称：联建光电 深圳市联建光电股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动类 别 □特定对象调研 □分析师会议 ...

Core Insights - The article highlights the role of urban management personnel, specifically focusing on Zhang Huaping, a central control administrator, who plays a crucial part in ensuring the safety and functionality of pedestrian bridges in Hangzhou [1][2][5] Group 1: Role and Responsibilities - The central control administrator's primary duty is to monitor the operation of elevators and respond to various emergencies, ensuring the safety of pedestrians [2][3] - Zhang Huaping's work involves proactive measures, such as assessing weather conditions and potential hazards, to provide a safe environment for users [2][3] - The role is described as a "conscience job," emphasizing the emotional commitment and sense of responsibility felt by those in this position [2][3] Group 2: Community Engagement - Zhang Huaping has actively engaged with the community, helping individuals in distress and providing support to those in need, such as assisting a young man who was struggling after losing his job [3][4][5] - The article illustrates the impact of her work on the lives of others, fostering a sense of gratitude and connection within the community [4][5] Group 3: Volunteer Initiatives - Zhang Huaping has established a volunteer service team, which has grown to over 100 members, focusing on various community service activities across Hangzhou [6][7] - The team has become a significant part of the urban management efforts, particularly during events like the G20 Summit and the Asian Games, highlighting the increasing demand for volunteer services [6][7] Group 4: Personal Commitment and Philosophy - Zhang Huaping's dedication to her role is evident in her willingness to work beyond her official duties, often responding to community needs during her personal time [5][6] - She emphasizes the importance of providing a pleasant experience for users of public facilities, reflecting a broader commitment to enhancing the city's image as open and welcoming [7]

佳禾智能 20250509 摘要 • 佳和智能 2024 年营收增长但归母净利润下降，主要受客户结构调整、技 术迭代、财务费用增加及资产减值损失影响。公司正通过精细化管理、聚 焦高价值客户、拓展 AI 硬件赛道等措施改善盈利能力。 • 公司积极调整产品结构，智能穿戴品类营收占比显著提升至 8.5%，超过 2 亿元，成为新的增长点。同时，公司拓展新型储能产品，并重点培育智能 眼镜业务，加速多元化布局。 • 为应对市场竞争和地缘政治挑战，佳和智能推行精细化管理，优化流程、 控制成本、培养人才，并加强与供应商的战略合作，降低运营成本，确保 原材料供应的稳定性和及时性。 • 佳和智能加大对 AI 语音交互、传感器融合算法等前沿技术研发投入，计划 年内推出多款自主设计的 AR 眼镜及 AI 眼镜整体解决方案，并新设立主体 "佳禾缘起"专注发展相关业务。 • 公司坚持全球化发展策略，巩固欧美高端市场优势，积极扩大亚洲及其他 新兴市场。同时，通过优化原材料采购、加强库存管理、优化生产流程等 方式控制成本，应对全球贸易环境的不确定性。 Q&A 公司未来两到三年的核心战略定位是什么？在平衡短期业绩和长期战略目标的 同时，如何量 ...

Core Viewpoint - The article highlights the innovative "Eight Treasure Bag" initiative launched by the Jinan Huaiyin District Urban Management Bureau, aimed at enhancing urban cleanliness and management through specialized cleaning tools and a focus on worker welfare [1]. Group 1: Initiative Overview - The "Eight Treasure Bag" is a combination of eight specialized cleaning tools designed to address common cleaning challenges in urban areas [1]. - The tools include a small shovel, soft brush, hard brush, steel wire brush, adhesive remover, gloves, cloth, and spray bottle [1]. Group 2: Implementation and Efficiency - The portable design of the "Eight Treasure Bag" allows sanitation workers to efficiently clean various urban furniture, significantly improving work efficiency [9]. - The initiative has led to a doubling of work efficiency for cleaning tasks, such as removing stubborn stains and advertisements [9]. Group 3: Worker Welfare and Community Impact - The "Eight Treasure Bag" also includes emergency medical supplies, ensuring the safety of sanitation workers and assisting citizens in case of sudden discomfort [9]. - The initiative reflects the "Warm Urban Management" philosophy, aiming to create a better working environment for sanitation workers and enhance the living space for citizens [9].

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, primarily due to weakened downstream demand and price reductions for its core product, MLCC [2][6]. Financial Performance - In Q1 2025, the company achieved revenue of 466 million yuan, an increase of 8.67%, while net profit was 60 million yuan, down 16.89% [1][2]. - For the year 2024, the company reported revenue of 1.492 billion yuan, a decrease of 10.98%, and net profit of 154 million yuan, down 43.55% [1][2]. - The gross margin for Q1 2025 was 41.86%, up 0.30 percentage points, while the net margin was 12.91%, down 3.97 percentage points [1][2]. Business Segments - The company operates in two main segments: primary production and agency business, focusing on high-reliability electronic components such as MLCCs, filters, microcontrollers, and integrated circuits [1][2]. - The agency business primarily represents well-known international and domestic electronic component manufacturers, targeting markets like renewable energy and automotive electronics [1]. Market Dynamics - The demand for MLCCs is expected to grow due to their extensive applications in military equipment, with the market for MLCCs accounting for over 90% of the ceramic capacitor market [5]. - The company is positioned to benefit from the "compensatory" deployment of military equipment, which is anticipated to lead to a recovery in demand [6]. Cost and Expense Management - The company's operating expenses increased, with the three expense ratios rising to 14.38%, driven by new business expansion and adjustments in performance bonuses for sales personnel [3]. - The gross margin declined in 2024 to 34.29%, down 6.23 percentage points, influenced by price reductions in MLCCs and a higher proportion of lower-margin products [2][3]. Inventory and Cash Flow - The company's inventory decreased to 797 million yuan, a reduction of 1.91% from 2023, with a significant drop in agency business inventory by 28.79% [4]. - Cash flow from investment activities showed a net outflow of 485 million yuan, a decline of 147.95%, primarily due to increased bank deposits [4]. Future Outlook - The company is expected to see revenue growth from 2025 to 2027, with projected revenues of 2.012 billion yuan, 2.519 billion yuan, and 3.090 billion yuan, respectively [6]. - Net profit forecasts for the same period are 281 million yuan, 407 million yuan, and 533 million yuan, with corresponding EPS estimates of 1.22 yuan, 1.76 yuan, and 2.31 yuan [6].

Core Viewpoint - The company's capacity construction is steadily advancing, and refined management along with energy-saving measures are continuously enhancing, indicating resilience in the company's performance [1] Investment Highlights - The rating is maintained at "Buy". Due to external environmental impacts on the prices of some chemical products, the EPS for 2025-2026 is revised down to 0.97/1.31 yuan (previously 1.19/1.4 yuan), with a new EPS for 2027 set at 1.36 yuan. Based on comparable company valuations and considering the company's growth potential, a 13x PE valuation for 2025 is given, corresponding to a target price of 12.61 yuan [2] - In 2024, the company's performance is expected to grow by 147.79% year-on-year. The projected revenue is 29.763 billion yuan, a year-on-year increase of 17.37%; net profit attributable to shareholders is 2.029 billion yuan, a year-on-year increase of 147.79%; and the net profit after deducting non-recurring items is 1.962 billion yuan, a year-on-year increase of 126.90%. For Q4 2024, revenue is expected to be 8.184 billion yuan, a year-on-year increase of 10.36% and a quarter-on-quarter increase of 8.57%; net profit attributable to shareholders is projected at 454 million yuan, a year-on-year increase of 45.50% and a quarter-on-quarter increase of 12.46% [2] - In 2024, revenue growth for various product categories is projected as follows: new chemical materials +26.83%, basic chemical products -7.41%, fertilizers +17.85%, and other products +21.84%. Gross profit margins are expected to change as follows: +1.36 percentage points, +2.68 percentage points, -1.41 percentage points, and +2.73 percentage points respectively [2] Performance Resilience - In Q1 2025, the company demonstrated resilience with revenue of 7.290 billion yuan, a year-on-year increase of 7.96% but a quarter-on-quarter decrease of 10.92%. Net profit attributable to shareholders was 413 million yuan, a year-on-year decrease of 27.30% and a quarter-on-quarter decrease of 9.04%. The net profit after deducting non-recurring items was 384 million yuan, a year-on-year decrease of 33.81% and a quarter-on-quarter decrease of 2.40%. The primary reason for the decline was the drop in prices of some chemical products, which fell more than the decrease in raw material procurement prices [3] - The company is steadily advancing its capacity construction, with refined management and energy-saving measures continuously enhancing operations. In 2024, production facilities are expected to operate safely and stably, with successful full-load operation of the caprolactam and nylon 6 phase I project, smooth integration of the silicone project, and orderly progress of the ethylene downstream integration project and 150,000 tons of propionic acid project [3] - The equipment manufacturing business is deeply integrating resources and promoting market-oriented operations of the Luxi Engineering Company, transitioning from serving Luxi to serving Sinochem. The company is expanding exports of new energy equipment and promoting capacity expansion and efficiency improvement [3] - The main raw materials for the company's chemical products include coal, propylene, pure benzene, and methanol. The company focuses on stable cooperation with large state-owned producers to secure channels and strive for price advantages, while also leveraging the proximity of local refining enterprises for cost-effective procurement [3]

摘要 • 招商蛇口一季度营收增长主要归因于上海项目结算权益比例较高，但整体 毛利率同比下降 2.47 个百分点至 12%，反映行业利润率承压，公司通过 精细化管理和夯实资产质量应对。 • 公司现金储备充裕，一季度末货币资金达 881 亿元，同比增长 49 亿元。 通过补充权益资本和调整债务结构，有息负债综合资金成本降至 2.99%， 资产负债结构稳固。 • 一季度签约销售面积和规模同比下降 12%，受可售货值规模影响。但核心 城市房地产市场呈现复苏态势，北京、杭州、成都等地项目表现优于预期。 • 一季度在北京、上海、成都等地获取七宗地块，总建筑面积 72 万平方米， 总地价 200 亿元，坚持区域聚焦和以销定投策略，关注核心城市土地供应。 • 资产运营业务短期内难以迅速贡献利润，但长期来看能带来稳定现金流。 物业管理服务板块持续优化服务质量，增强竞争力，推动业绩增长。 • 公司通过长租公寓 REITs 上市和博时蛇口产园 REITs 扩募计划，推动资产 盘活，平衡业务现金流。同时，地方政府收储及退换地政策有助于盘活存 量资源。 • 公司综合融资成本持续下降，得益于宏观环境改善和招商局品牌优势。未 来 1-3 ...

理工光科投资者关系活动记录表（2025 年度） | | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 ☑业绩说明会 | | 投资者关系活动 | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | 参与单位名称及 | | | 人员姓名 | 线上参与公司 年度业绩说明会的全体投资者 2024 | | 时间 | 2025 年 5 月 8 日（星期四） 15:00-17:00 | | 地点 | 深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn）"云访谈" | | | 栏目 | | 上市公司接待人 | 董事长、总经理：江山先生 董事会秘书兼财务总监：林海先生 | | 员姓名 | 独立董事：唐建新先生 | | | 保荐代表人：赵煦铮女士 1、请问贵公司本期财务报告中，盈利表现如何？ | | 投资者关系活动 | | | | 2024 年公司围绕"立志向、拓增量、做精品、提质量、建队 | | | 伍、强管理、控风险"，持续加强 "三抢、两降、四加强"，推动 | | | 公司规模指标稳步增长、质量效益持续优化，为做强做优做大奠 | ...