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药石科技(300725) - 300725药石科技投资者关系管理信息20250710
2025-07-10 09:08
证券代码:300725 证券简称:药石科技 南京药石科技股份有限公司投资者关系活动记录表 编号:2025-03 | 投资者关系活 | √特定对象调研□分析师会议□媒体采访 | | --- | --- | | 动类别 | □业绩说明会□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 | 本次调研由长江证券组织,申万菱信基金、永赢基金、国海富兰克林 | | 及人员姓名 | 基金、宝盈基金、融通基金、东方红资管、易方达基金、交银施罗德 | | | 基金、宁银理财、北大方正人寿资管等共 20 名投资者参与。 | | 时间 | 2025 年 7 月 9 日 10:30-11:30 | | 地点 | 公司会议室 | | 上市公司 | 余善宝董事会秘书 | | 接待人员 | 陆晋证券事务代表 | | | Q:目前来看,公司的订单和产能利用率是否有提升? | | | A:CDMO 公司的生产特征是需要根据客户项目来安排生产规划,由 | | | 于客户管线存在不同临床阶段产品更替、研发节奏不可控等变量,我 | | | 们在排产规划中必须兼顾灵活性,确保能快速响应客户需求变化。公 | | | ...
东营市将推动石化产业向炼化一体化、绿色低碳化、产品高端化发展
Qi Lu Wan Bao Wang· 2025-06-25 15:12
东营市是全国最大的石油化工基地,炼化企业数量、原油一次加工能力和石化产业规模均居全国地级市 首位,现有规模以上石化企业304家,占全市规模以上工业企业数量的27%;原油一次加工能力达6830 万吨,占全省产能的37.2%、全国的7.1%。2024年,全市有10家炼化企业入围中国企业500强,11家企 业入围中国民营企业500强,数量均居全省第1位。 6月25日,东营市政府新闻办举办"抓改革创新促高质量发展"主题系列新闻发布会第七场,发布会上, 东营市发展改革委党组成员、副主任李过,针对东营市石化产业发展特点、下一步举措等回答记者提 问。 下一步,东营市将紧盯全球石化行业发展趋势,全面融入全省石化产业布局,结合东营自身特点,通过 推进石化产业转型升级、延伸产业链条、做好要素保障,努力向炼化一体化、绿色低碳化、产品高端化 发展。充分发挥大项目带动作用,加快推进PX上下游配套、中国中化山东化工原料基地两个重大项 目,推动鸿丰、玖德、亚通等石化项目获批建设,打造万亿级高端化工产业集群;深化实化"链长制", 推动基础炼化向化工新材料和高端化学品转型。(大众新闻记者张园园) 近年来,东营市炼化企业不断延伸产业链条,加快转 ...
江淮与华为深化战略合作尊界S800批量投产
Huafu Securities· 2025-06-22 13:07
行 业 研 究 汽车 2025 年 06 月 22 日 江淮与华为深化战略合作 尊界 S800 批量投产 投资要点: 本周专题:江淮与华为深化战略合作 尊界 S800 批量投产 行 业 定 期 报 告 6 月 17 日,江汽集团与华为技术有限公司在合肥签署战略合作协 议,深化战略合作伙伴关系。双方将在现有良好的合作背景下,进一 步推动华为智能汽车解决方案在江汽集团车型平台上搭载应用,包括 但不限于辅助智能驾驶、智能座舱、智能车控、智能车云、智能车载 光、车载通讯等产品领域;依托华为在 AI 领域及通信技术上的先进能 力与实践,数据治理和数据要素流通的全流程经验,通过数智化转型 合作,助力江汽集团在研发、制造、供应链、销售、服务等多场景的 AI 智能化应用,促进江汽集团业务数据流通全流程跟踪追溯和数据驱 动的智能经营决策;通过加强双方在清洁能源和能源数字化、充电基 础设施、绿色数据中心等领域的合作,助力江汽集团高质量发展,实 现绿色低碳化转型。 6 月 18 日,江淮汽车与华为联手打造的首款百万级旗舰轿车尊界 S800 在肥西的尊界超级工厂内正式开启批量投产。尊界项目是江淮集 团与华为深度合作的成果,双方自 2 ...
深化战略合作伙伴关系,江淮汽车与华为签约
Guan Cha Zhe Wang· 2025-06-18 04:33
【文/观察者网 潘昱辰 编辑/高莘】6月17日,江汽集团与华为技术有限公司宣布在合肥签署战略合作协 议,深化战略合作伙伴关系。双方将在智能汽车解决方案、企业数智化转型、企业绿色低碳化转型等领 域开展全面合作,共同推动汽车产业的电动化、智能化和网联化发展。 江汽集团控股公司党委书记、董事长、总经理项兴初,华为轮值董事长徐直军共同见证签约。江汽集团 股份公司副总经理宋华与华为安徽代表处总经理丁肇一代表双方签约。江汽集团控股公司董事、股份公 司党委副书记、总经理李明,深圳引望智能技术有限公司CEO靳玉志,以及其他相关领导出席活动。 根据协议,双方将在现有良好的合作背景下,进一步推动华为智能汽车解决方案在江汽集团车型平台上 搭载应用,包括但不限于辅助智能驾驶、智能座舱、智能车控、智能车云、智能车载光、车载通讯等产 品领域;依托华为在AI领域及通信技术上的先进能力与实践,数据治理和数据要素流通的全流程经 验,通过数智化转型合作,助力江汽集团在研发、制造、供应链、销售、服务等多场景的AI智能化应 用,促进江汽集团业务数据流通全流程跟踪追溯和数据驱动的智能经营决策;通过加强双方在清洁能源 和能源数字化、充电基础设施、绿色数 ...
汽车早报|理想汽车回应王兴减持公司股票 天际汽车等被执行2.5亿
Xin Lang Cai Jing· 2025-06-18 00:40
Group 1 - Jianghuai Automobile Group and Huawei Technologies signed a strategic cooperation agreement to enhance their partnership in smart automotive solutions, digital transformation, and green low-carbon transition [1] - Ideal Auto responded to Meituan CEO Wang Xing's stock reduction, stating it was a personal action and did not affect Meituan's holdings [1] - Skyworth Automotive has been listed as an executor with a total enforcement amount exceeding 250 million yuan [1] Group 2 - Skyworth Automotive Technology Group was established in June 2015 with a registered capital of approximately 880 million yuan, and it has multiple enforcement records totaling 280 million yuan [2] - Wuhu Jietu Automotive Sales Company, a subsidiary of Chery, increased its registered capital from 500 million yuan to 2 billion yuan, marking a 300% increase [2] - Caocao Mobility announced the launch of its IPO, with six cornerstone investors committing to subscribe for 950 million HKD [2][3] Group 3 - Caocao Mobility plans to globally issue 44.1786 million shares at a price of 41.94 HKD per share, aiming to raise approximately 1.853 billion HKD [3] - Nissan launched the new third-generation LEAF, set to be available in the U.S. this fall, with assembly taking place in Japan [3] - Faraday Future announced that several executives signed a 10b5-1 stock purchase plan, allowing for automatic stock purchases after a cooling-off period [4] - Volvo is recalling a total of 11,469 vehicles in the U.S. due to potential brake failure in certain driving scenarios [4]
趋势研判!2025年中国人造石材行业产业链、发展现状、竞争格局及行业发展趋势分析:市场规模不断增长,未来发展前景广阔[图]
Chan Ye Xin Xi Wang· 2025-06-05 01:42
Industry Overview - Artificial stone is an artificial composite material that has become a major decorative material in the construction and decoration field due to its cost and performance advantages, with a broad development prospect [1][6] - The Asia-Pacific region, represented by China, is currently the largest market for artificial stone production and sales globally [1][6] - The market size of China's artificial stone industry is projected to reach 63.577 billion yuan in 2024, with resin-based artificial stone accounting for 46.494 billion yuan and inorganic artificial stone for 17.083 billion yuan [6][8] - The market size is expected to grow to 64.164 billion yuan in 2025, with resin-based artificial stone at 46.679 billion yuan and inorganic artificial stone at 17.485 billion yuan [6][8] Industry Development Trends - The green and low-carbon development of inorganic artificial stone will be a future trend, driven by global "dual carbon" goals [1][6] - The increasing strictness of environmental policies, consumption upgrades, and technological advancements have led to rapid growth in the artificial stone industry in recent years [6][8] - The global artificial stone market is expected to reach 25.15 billion USD in 2024, with the Asia-Pacific region accounting for 12.516 billion USD [1][6] Industry Chain Structure - The upstream of the artificial stone industry includes raw materials such as unsaturated polyester resin, stone fillers, and cement, as well as auxiliary materials like catalysts, curing agents, and pigments [8][10] - The midstream involves the production of artificial stone, while the downstream applications primarily include construction real estate and decoration, covering residential, hotel, restaurant, shopping mall, and hospital sectors [8][10] Competitive Landscape - The artificial stone industry has a low concentration level with numerous market entrants, leading to intense competition [14][18] - Major companies in the domestic artificial stone industry include Guangdong Zhongqi New Materials Co., Ltd., Guangzhou Golandi New Materials Co., Ltd., and Guangdong Bitto New Materials Technology Co., Ltd. [14][18] Key Companies - Guangdong Zhongqi New Materials Co., Ltd. is the first A-share listed company in the artificial stone sector, focusing on green and environmentally friendly artificial stone research and manufacturing [17][18] - Guangzhou Golandi New Materials Co., Ltd. specializes in the research, production, and sales of quartz stone and artificial stone, with multiple production bases across China [17][18] - Guangdong Bitto New Materials Technology Co., Ltd. has established modern industrial bases in Guangdong, Hubei, and Jiangxi, focusing on high-end surface material innovation [20][21] Technological Development Trends - The future direction of artificial stone development includes high strength, green environmental protection, non-toxic, radiation-free, wear resistance, fire resistance, and durability [22] - Continuous advancements in scientific research and technology application are enhancing the performance and functionality of artificial quartz stone products, with a focus on automation and intelligence in production [22]
圣阳股份:5月19日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-05-20 02:12
Core Viewpoint - The company reported a revenue of 3.015 billion yuan for the fiscal year 2024, marking a year-on-year growth of 7.17%, and a net profit attributable to shareholders of 205 million yuan, reflecting an 18.25% increase [2] Group 1: Financial Performance - For the fiscal year 2024, the company achieved a revenue of 3.015 billion yuan, up 7.17% year-on-year [2] - The net profit attributable to shareholders was 205 million yuan, representing an 18.25% increase [2] - The net profit after deducting non-recurring gains and losses was 174 million yuan, showing a growth of 19.88% [2] - In Q1 2025, the company reported a main revenue of 754 million yuan, a year-on-year increase of 26.48% [3] - The net profit attributable to shareholders in Q1 2025 was approximately 60.69 million yuan, up 17.25% [3] - The net profit after deducting non-recurring gains and losses in Q1 2025 was about 56.61 million yuan, reflecting a 29.51% increase [3] - The company's debt ratio stood at 38.21% with an investment income of 191,300 yuan and financial expenses of -1.94 million yuan [3] - The gross profit margin was reported at 18.65% [3] Group 2: Industry Outlook - The industry is currently experiencing opportunities in digital economy and green low-carbon development, with rapid advancements in key areas such as 5G, artificial intelligence, and new energy storage [2] - The company aims to leverage these industry opportunities by focusing on technological innovation, market expansion, quality improvement, and optimizing industrial layout [2] - The company is positioned in critical sectors such as lead-acid batteries, lithium-ion batteries, and new technology batteries, which are essential for digital infrastructure and new energy systems [2]
圣阳股份(002580) - 2024年度业绩说明会投资者活动记录表
2025-05-19 09:56
Group 1: Financial Performance - In 2024, the company achieved an operating income of 3.015 billion yuan, a year-on-year increase of 7.17% [1] - The net profit attributable to shareholders was 205 million yuan, reflecting a growth of 18.25% compared to the previous year [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 174 million yuan, with a year-on-year growth of 19.88% [1] Group 2: Future Growth Opportunities - The company identifies key growth areas in the digital economy and green low-carbon development, particularly in 5G, artificial intelligence, and new energy storage [2] - The focus will be on technological innovation, market expansion, quality improvement, and optimizing industrial layout to enhance operational efficiency [2] - The company aims to consolidate its traditional business advantages while accelerating the development of emerging business sectors [2] Group 3: Industry Outlook - The industry is positioned to benefit from the rapid development of digital infrastructure and new energy systems, with lead-acid batteries, lithium-ion batteries, and new technology batteries playing crucial roles [2] - The ongoing transition in energy structure and digitalization is expected to create diverse demand scenarios for power production, conversion, storage, and application [2] - The overall industry performance is strong, with significant growth potential driven by advancements in key sectors [2]
关税冲击下,中新国际产业合作大会透露哪些信号
Di Yi Cai Jing· 2025-05-07 15:09
关税冲击下中新产业互补增强 也就在5月4日,新加坡大选结果揭晓,长期执政的人民行动党获胜。在当前复杂多变的国际形势下,这 样并不意外的结果与人民行动党的继续执政为新加坡乃至整个区域的稳定发展增加了确定性。 面对美国发起的关税战,郑超提出,在全球化的进程中,中国和新加坡都是推动者,因此两国联手合作 举办国际产业合作大会,正是通过搭建"走出去"和"引进来"相结合的平台,推动"双边+多边"合作,从 而助力企业应对当前的形势。 在中国企业加快"走出去"的时期,新加坡有能力为中国在东南亚等市场寻求更大的商机提供经验与服 务。 在全球化挑战加剧及国际经贸格局深度调整等背景下,区域经济一体化成为稳定增长的核心动能。即将 于5月15日在新加坡举办的国际产业合作大会就是缩影,也构建了区域经济一体化的落地平台。 "今年是中国与新加坡建交35周年,也是中新建立与时俱进的全方位合作伙伴关系10周年,还是新加坡 建国60周年。这样的大年让今年的国际产业合作大会具有特殊的意义。"5月6日于上海举行的新闻发布 会上,中国机电产品进出口商会常务副会长兼专家委员会主任委员郑超表示,这场放在新加坡举办的大 会今年将迎来第三届,目前已有来自中新两 ...