证券代码：301595 证券简称：太力科技 广东太力科技集团股份有限公司 投资者关系活动记录表 编号：2025-014 | 投资者关系活动类别 | □分析师会议 ☑特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | | 国寿养老：崔恒旭 天风证券：孙海洋 | | 参与单位名称及 | | | 人员姓名 | 高旗资本：蒋家华 | | | 国投证券：王佣 | | | 个人投资者：2位 | | 时间 | 2025年12月29日 10:00-11:00、14:00-17:00 | | 地点 | 公司二楼会议室 | | 上市公司接待人员姓名 | 副总经理、董事会秘书：杨亮 | | | 证券事务代表：韩露露 | | | 一、调研参观 | | | 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 | | | 三、问答环节 | | | Q1：公司的上游原材料是否受限制？ | | | 答：公司上游原材料供应影响整体有限。一方面，公司持续 | | 投资者关系活动 主要内容介绍 | ...

Core Insights - The International Business Department of the Industrial and Commercial Bank of China (ICBC) Nantong Branch has successfully facilitated significant cross-border transactions for a leading manufacturing client, achieving approximately $140 million in cross-border receipts and 650 million yuan in cross-border RMB receipts, along with $19 million in export invoice financing and $420 million in derivative contracts, thereby enhancing the branch's market share and foreign exchange competitiveness [1][2] Group 1 - The International Business Department effectively coordinated resources from the provincial headquarters, leveraging large-scale bidding advantages to capture favorable market windows, which led to the successful implementation of large fund transactions and a combination of "export invoice financing + swaps," significantly reducing the financial costs for enterprises [2] - A specialized marketing team was formed to address the core needs of a leading enterprise in the Rugao area, focusing on optimizing financial products and trade financing, which involved high-level professional engagement with the enterprise's financial director [1] - The department established a "green channel" for seamless tracking of fund flows, ensuring efficient internal coordination and high service efficiency, which garnered high praise from clients [2] Group 2 - The next steps for the International Business Department include focusing on deepening relationships with leading clients, promoting a precise marketing model of "in-depth diagnosis + customized solutions + resource collaboration" across branches [2] - Continuous optimization of the empowerment mechanism and improvement of the tiered response and support system will be prioritized, along with adapting product offerings and service solutions to align with market and enterprise demand changes [2] - The department aims to consolidate and expand its leading position in cross-border business, injecting strong momentum into the high-quality development of foreign exchange operations [2]

公司依托对国内产业的深刻理解，探索为跨境贸易、海外工程项目以及设备进出口提供适配的租赁解决方案。通过与国际金融机构、法律及税务专业机构合 作，逐步构建服务跨境业务的专业能力与风控体系。 在全球经济一体化与"一带一路"倡议深入实施的背景下，中国企业的跨境金融需求日益增长。狮桥融资租赁（中国）有限公司审时度势，积极稳妥地探索跨 境融资租赁业务，为国内客户"走出去"与国际资源"引进来"提供专业金融支持。 狮桥在跨境领域的初步探索，体现了其服务国家开放战略、拓展业务边界的战略视野。这一布局不仅有助于公司积累国际化运营经验，也为中国融资租赁行 业如何依托本土产业优势、稳健拓展国际业务提供了前瞻性的实践参考。 ...

更多公开信息显示，她长期扎根经纪业务一线，曾负责四川的分支机构工作。2014年顾湘晴获批成为国信证券四 川第二分公司负责人，后担任四川分公司总经理。一直以来，四川分公司是国信证券分支机构中业绩排名靠前 的"王牌部队"之一。2020年左右，顾湘晴回到国信证券总部，历任机构事业部副总裁、资产托管部总经理。近年 来，她多次出席行业私募交流活动，分享业务见解。 国信证券的此次推荐，标志着将补强并主导万和证券的经营领导班子。据悉，自2024年3月万和证券前总裁杨祺因 个人原因辞职后，公司总裁缺位至今，总裁职务由副总裁万春兰代为履行。 顾湘晴的履历也与万和证券董事长甘卫斌的背景形成互补，有望带来一线实战经验与国信证券总部业务管理经 验，或侧重于具体的业务整合与经营提升。 证券时报记者 谭楚丹 据悉，甘卫斌曾有政府系统的工作经验，曾在深圳市投资控股有限公司（国信证券大股东）工作。他在2023年加 入万和证券之前，曾任深圳市人才交流服务中心科员、副主任科员、主任科员、部长助理、副经理；深圳市投资 控股有限公司企业二部高级主管、副部长，战略研究部（董事会办公室）部长（主任）；深圳市总工会党组成 员、副主席（挂职）。 近日，国信 ...

Core Insights - For small and medium-sized enterprises (SMEs) engaged in cross-border trade, e-commerce, or outsourcing, selecting an appropriate USD account is crucial for global operations [1] - Traditional banks often impose high entry barriers, making it challenging for startups and SMEs to open accounts, leading them to prefer offshore accounts like CBiBank that offer more flexible processes [1][5] Group 1: Selection Criteria for USD Accounts - Key dimensions for selecting a USD account include cross-border capabilities, account stability, and industry adaptability [3] - CBiBank is noted for its flexibility in multi-currency transactions and industry compatibility, making it a popular choice among cross-border enterprises [3] Group 2: Impact of Account Opening Process - The efficiency of the account opening process directly affects the pace of initiating cross-border business [4] - Traditional banks have strict requirements, while banks like CBiBank, which support online applications and have lower restrictions, are more suitable for startups and SMEs [3][4] Group 3: Importance of Security - Security is a fundamental aspect of cross-border transactions, with CBiBank demonstrating effective transaction monitoring and account stability [5] - A reliable account management system is essential for businesses to ensure long-term usability without frequent disruptions [5] Group 4: Industry Adaptability - The adaptability of a bank to various industries influences the ease of account opening [5] - CBiBank's broad industry coverage makes it a viable option for many SMEs, particularly in sectors like trade, e-commerce, and logistics [5]

Core Viewpoint - The 2025 China Securities Industry Investment Banking Summit Forum highlighted the transformation strategies of investment banks amid capital market changes, with a focus on the resurgence of Chinese enterprises listing in Hong Kong and the anticipated growth in IPO activities in 2025 [2]. Group 1: Market Trends - Since the second half of 2024, there has been a notable recovery in Chinese enterprises listing in Hong Kong, with a projected increase in IPO issuance in 2025, leading to a financing scale that is expected to rise by over 200% year-on-year [2]. - The average first-day increase for IPO companies is reported at 59.3%, indicating strong market performance [2]. - The hot trend in the Hong Kong stock market is expected to continue until 2026, presenting cross-border business opportunities for Chinese investment banks [2]. Group 2: Strategic Focus - Domestic investment banks are adopting "regional deep cultivation" and "track specialization" as their two core strategies to reshape the competitive landscape [2]. - Changjiang Securities has been exploring iterative deep cultivation models and plans to enhance its role as a "guide" for industries by serving local platform companies and forming funds to attract quality enterprises along the industrial chain [2]. Group 3: Forum Discussions - The forum featured two roundtable discussions focusing on investment banking strategic transformation and the integration of technology and finance [3]. - Key executives from various securities firms participated in discussions about navigating cycles and embracing new production capabilities in the context of technology finance [3]. Group 4: Awards - The forum also announced the results of the "2025 China Securities Industry Investment Banking Jun Ding Award," recognizing outstanding contributions in various categories, including underwriting and sponsorship [5][6][7][8][10][11][13][14][21].

Core Insights - The report emphasizes that the year 2026, marking the beginning of the "14th Five-Year Plan," will witness deeper interactions between the macro economy and capital markets, driven by policy guidance and industrial upgrades, leading to structural opportunities in technology innovation and green economy [2] - The capital market's funding structure is expected to become more balanced, with a shift from savings to investments as residents become more aware of asset allocation, benefiting asset management products like public funds and bank wealth management [2] - The report anticipates a gradual relaxation of refinancing, providing long-term opportunities for the securities industry to enhance ROE from the current average of 6% to 10% by focusing on innovative areas such as AI applications and cross-border business [2] - Insurance companies are shifting from investment-driven strategies to focusing on real customer needs, leading to product innovation and value enhancement in areas like dividend insurance, health insurance, and pension insurance [2] Section Summaries 01 Structure: A New Starting Point - The financial industry is entering a new phase characterized by the dual drive of policy and industrial upgrades, fostering a new ecosystem of mutual engagement between industry and finance [2] 02 Market: A New Balance of Funds - The report highlights a structural shift in capital allocation, with increased investment in asset management products and a steady entry of long-term, low-risk institutional investors like insurance and annuities [2] - The "national team" funds are expected to continue stabilizing the market, allowing for a gradual release of previously restricted activities such as shareholder reductions and refinancing [2] 03 Securities: New Transformation After Financing - The securities industry is poised for a long-term improvement in ROE as financing channels open up, enabling a focus on innovative fields that enhance service efficiency and asset pricing capabilities [2] - The report suggests that the industry will increasingly invest in AI technology and cross-border business, moving away from homogeneous competition [2] 04 Insurance: New Value After Stabilization - Insurance companies are expected to innovate products that meet genuine customer needs, reducing reliance on investment volatility and focusing on protection-oriented businesses [2] - This transition aligns with societal trends such as aging populations and health management needs, leading to steady growth in new business value and embedded value [2]

Core Viewpoint - Standard Chartered Group reported a strong performance for Q3 2025, with significant year-on-year growth in both revenue and profit metrics [1] Financial Performance - Operating income reached approximately $5.11 billion, reflecting a 3% increase year-on-year [1] - Profit attributable to shareholders was $1.3 billion, marking a 13% year-on-year growth [1] - Profit attributable to ordinary shareholders stood at $1.028 billion, showing a 10% increase compared to the previous year [1] Strategic Focus - The CEO, Bill Winters, indicated an expectation to achieve a tangible return on equity of approximately 13% by 2025, one year ahead of schedule [1] - The company is enhancing its focus on cross-border and wealth banking services to meet customer demands, which is yielding positive results [1] - Revenue from wealth solutions and global banking businesses experienced strong double-digit growth, while recurring income in global markets also showed good momentum [1]

Core Insights - Standard Chartered Group reported Q3 2025 results with operating income of approximately $5.11 billion, a year-on-year increase of 3% [1] - Profit attributable to shareholders reached $1.3 billion, reflecting a 13% year-on-year growth [1] - Profit attributable to ordinary shareholders was $1.028 billion, up 10% year-on-year [1] Financial Performance - The group achieved a return on tangible equity of approximately 13%, ahead of the planned timeline by one year [1] - Strong double-digit growth was observed in both wealth management and global banking segments [1] - The recurring income in the global markets business showed positive momentum [1] Strategic Focus - The CEO, Bill Winters, emphasized the strategy of enhancing focus on cross-border and wealth banking services to meet client needs [1] - The group's broad business progress indicates effective implementation of its strategic initiatives [1]

Core Insights - The article highlights the increasing presence of mainland internet giants in Hong Kong, transforming the area into a tech hub and enhancing its innovation landscape [1][3][4]. Group 1: Company Activities - Mainland internet companies like Xiaohongshu, Alibaba, and Meituan are establishing a significant presence in Hong Kong, with Xiaohongshu opening its first overseas office in June 2023 [2][3]. - Alibaba has consolidated multiple core business teams in Hong Kong and recently invested 6.6 billion RMB to acquire a commercial building, indicating a long-term commitment to the market [2][3]. - ByteDance has also rented office space in the area, while other companies like Xiaomi and JD.com are expanding their operations in Hong Kong [3]. Group 2: Market Dynamics - The Hong Kong government has launched a clear innovation and technology development blueprint, focusing on strategic industries such as health tech, AI, and advanced manufacturing [3][4]. - Hong Kong's open capital market and mature legal system attract mainland companies looking to expand internationally, positioning the city as a multi-dimensional resource hub [4][11]. Group 3: Talent Acquisition - There is a noticeable increase in recruitment activities by mainland companies in Hong Kong, with a focus on candidates who are proficient in Mandarin and English [5][8]. - Companies like Xiaohongshu and ByteDance are actively hiring for various positions, reflecting the growing demand for tech talent in the region [5][8]. Group 4: Industry Impact - The influx of mainland tech firms is expected to create numerous job opportunities for local talent, bridging the gap between academia and industry [8][10]. - The establishment of these companies in Hong Kong is seen as a catalyst for the local tech ecosystem, enhancing collaboration between universities and the industry [10][12]. Group 5: Challenges and Opportunities - Despite the growth, challenges remain in attracting and retaining tech talent due to the high cost of living and competitive salaries compared to traditional sectors like finance [12][13]. - The article suggests that addressing these challenges through policy support and industry collaboration is crucial for Hong Kong to realize its potential as a global innovation center [14].