证券日报网讯科陆电子（002121）11月21日发布公告，在公司回答调研者提问时表示，公司始终动态跟 踪海外市场机遇，做好相关业务布局。 ...

Core Insights - The company is focusing on transforming from an "equipment supplier" to an "operational service provider" in the precious metals mining sector, aiming for long-term high-value operational business [3] - The South American market is a key area for overseas expansion due to its rich mineral resources and compatibility with the company's technology [4] - The current order structure is dominated by black metals, with a diversified development in non-ferrous metals, particularly copper [5] Group 1: Business Strategy - The company aims to lock in long-term operational revenue by signing long-term maintenance contracts through equity participation in mining projects, with operational costs accounting for 80% of the total lifecycle cost of mining equipment [3] - The company is implementing an "investment + EPC + O" model, starting with the Brownhill gold mine project, to accumulate experience for replication in larger projects [3] Group 2: Market Expansion - The company plans to establish overseas warehouses in South America, focusing on high-value minerals such as gold, copper, and lithium, with copper being particularly prominent in the non-ferrous metal sector [4] - The overseas warehouse will typically cover an area of 10 to 20 acres and will include basic water, electricity, and logistics functions [4] Group 3: Order Structure - The order structure is characterized by a dominance of black metals, particularly iron ore, which has the highest order share due to economies of scale [5] - The company emphasizes the need to optimize the order structure to increase the proportion of high-value mineral types [5] Group 4: Competitive Advantage - The company is establishing a differentiated advantage in overseas markets through "nanny-style" services and localized technical support, which are rare among domestic companies [6] - The implementation of a smart maintenance system using 5G and IoT technology allows for predictive maintenance, enhancing equipment utilization and reducing unplanned downtime [6] Group 5: Profitability - The company's gross margin is improving due to changes in business structure, with a higher revenue share from the more profitable metal mining business compared to sand and gravel [7] - The share of after-market services, including maintenance and parts, is continuously increasing, contributing to the overall improvement in gross margin [7]

投资者关系活动记录表 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | | --- | --- | --- | | 类别 □ | 媒体采访 √ 业绩说明会 | | | □ | 新闻发布会 □ 路演活动 | | | □ | 现场参观 | | | □ | 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 年 月 日（周四）下午 11 20 14:30~17:00 | 2025 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | | 用网络远程的方式召开业绩说明会 | | | 上市公司接待人 | 1、董事长王长春 | | | 员姓名 | 2、董事、董事会秘书、副总经理徐亚丽 | | | | 3、董事、财务负责人赵伟宏 | | | | 4、独立董事赵锡军 投资者提出的问题及公司回复情况 | | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1、请问贵司 年在海外市场布局上是否有新进展？ 2025 | | | | 感谢您的关注。在海外市场上，公司重点根植于东 ...

美康生物在精准诊断领域的布局不止于VAP技术。公司在质谱检测平台的建设上也取得了显著进展， 2025年已相继取得卡马西平检测试剂、丙戊酸检测试剂、微量元素检测试剂等多个注册证，涵盖维生 素、药物浓度、胆汁酸谱、儿茶酚胺、微量元素等多个检测项目。 在苦练内功、加速产品创新的同时，美康生物正积极加快海外市场的布局。公司表示将持续深化国际化 战略，继续提升国际销售团队素质及业务能力，加快推进产品国际市场注册及认证，提升企业在国际市 场的综合实力。这一战略调整不仅有助于分散国内政策带来的风险，更能让公司的创新产品触达更广阔 的市场，为公司长期发展注入新的动力。美康生物已锁定中东、东南亚、南美等多个战略市场，并致力 于构建"技术输出+本地化运营"的多种出海模式，以加速海外业务拓展和国际品牌建设。 在行业变革的十字路口，美康生物凭借其在精准诊断领域的技术创新和积极的海外市场布局，展现了其 应对行业挑战的战略眼光与能力。美康生物的案例揭示了中国医疗器械企业在政策变革时期的典型发展 路径——通过技术创新穿越周期，通过市场拓展分散风险，在挑战中寻觅机遇。 11月17日，美康生物科技股份有限公司（300439）在互动平台表示，公 ...

每经AI快讯，有投资者在投资者互动平台提问：了解到公司的产品质量已满足《欧洲药典》，请问贵 公司近两年是否有出口到欧盟地区呢 凯因科技（688687.SH）11月18日在投资者互动平台表示，公司会推动海外市场的战略布局，探索国际 市场，业务暂未覆盖欧盟地区。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company, Seres (601127), is closely monitoring international market dynamics and is actively expanding its overseas presence, firmly advancing its strategy for high-end smart electric vehicles to enter foreign markets [1] Group 1 - The company is focused on international market trends [1] - The company is committed to expanding its overseas market presence [1] - The company is pursuing a strategy for high-end smart electric vehicles to go global [1]

Core Viewpoint - The company is accelerating the registration and certification of its products in international markets while actively expanding its presence in overseas markets [1] Group 1: International Market Strategy - The company is focused on speeding up the registration and certification of its products for international markets [1] - The company is making efforts to establish a strong foothold in overseas markets [1] Group 2: Domestic Operations - The company has established medical testing laboratories in provinces such as Zhejiang, Jiangxi, Henan, Guangdong, and Shandong [1] - These laboratories provide testing services to medical institutions and engage in collaborative construction of medical testing laboratories [1]

Core Viewpoint - Luckin Coffee, which faced delisting due to financial fraud five years ago, is now preparing to relist in the U.S. with over 26,000 stores and aims to rebuild trust in the capital market through operational strength [2][4]. Expansion and Store Growth - As of June 2023, Luckin Coffee has surpassed 26,000 stores and has served over 380 million customers [3]. - The company plans to add 6,092 new stores in 2024, averaging about 16.7 new stores per day, reaching a total of 26,206 stores by the second quarter of 2025 [6]. - The rapid expansion is significantly driven by a "zero franchise fee" model initiated in 2021, allowing for easier entry into lower-tier markets [7]. Financial Performance - In the first half of 2025, Luckin reported revenue of 21.224 billion yuan, a year-on-year increase of 44.57%, with a net profit of 1.789 billion yuan, up approximately 125.35% from the previous year [14]. - The second quarter of 2025 saw a same-store sales growth rate of 13.4%, a significant recovery from a previous decline [15]. International Expansion - Luckin has begun its international expansion, opening its first overseas store in Singapore and entering the Malaysian market, with plans to establish a presence in the U.S. [9][10]. - The U.S. stores are designed to cater to local preferences, featuring popular products from the Chinese market and integrating local payment systems [10]. Strategic Moves and Future Plans - The company is under the control of major investor Dazhong Capital, which has been pivotal in its recovery and expansion efforts [15]. - Dazhong Capital is also considering a bid for Costa Coffee, indicating ambitions for further consolidation in the global coffee market [16][17]. - The path to relisting in the U.S. involves overcoming stringent regulatory hurdles due to its past financial misconduct, necessitating robust compliance and trust-building measures [19].

Core Viewpoint - The company is currently focusing on the development of the domestic market while just beginning to establish a presence in overseas markets, specifically through platforms like Alibaba International and Amazon, where sales remain relatively small [1] Group 1 - The company is primarily concentrating on the domestic market [1] - The company has recently entered overseas markets [1] - The sales volume in overseas markets is still low [1]

来源：新浪财经-鹰眼工作室 上海唯万密封科技股份有限公司（证券代码：301161，证券简称：唯万密封）11月12日发布公告称，公 司第二届董事会第十九次会议审议通过了《关于境外全资附属企业拟签订房屋租赁合同的议案》。为满 足境外全资附属企业JST Seals Technology International LLC（以下简称"JST"）的日常生产经营及发展需 要，JST拟与沙特房地产企业Forus Real Estate Investment and Development Company（以下简称"Forus"） 签署《租赁合同》，租赁位于沙特阿拉伯达曼第二工业区的厂房，租赁期限5年，租金总额折合人民币 约540万元。 公告显示，本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重 组，相关事项在董事会审批权限范围内，无需提交公司股东大会审议。 租赁细节：5年租期2250平方米 租金总额约540万元人民币 根据公告，JST本次承租的物业位于Warehouse C0 Forus Industrial Complex, in 2nd industrial City, Dammam, ...