证券代码：001212 证券简称：中旗新材 转债代码：127081 债券简称：中旗转债 广东中旗新材料股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 □特定对象调研□分析师会议 □媒体采访□业绩说明会 □新闻发布会☑线上路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称及 人员姓名 东方财富证券研究所（崔晓静、王磊、陈怡洁、王启帆、姜倩慧、 朱晋潇、陈思颖、张明远、王佩麟、陈磊）；国联民生（武慧东、 朱思敏）；东北证券（庄嘉骏）；中国国际金融股份有限公司（胡 迪、李梦遥）；中信建投基金管理有限公司（李源、刘泊宁、丁 希璞）；深圳榕树投资（黄安麟）；华夏基金管理有限公司（张 越洋）；佳许盈海（上海）私募基金管理有限公司（靳存迎）； 易方达基金管理有限公司（李凌霄）；博时基金管理有限公司（冯 圣阳、乔奇兵、田俊维、高晖、何坤）；南方基金管理股份有限 公司（薛原）；工银瑞信基金管理有限公司（文杰）；Willing Capital （Hongda Zhu）；IGWT Investment（廖克銘）；汇添富基金管 理股份有限公司（郑磊、马翔）；永赢基金管理有限公司（张 ...

Core Insights - The recruitment event in Sichuan highlighted over 3,700 job openings in key industries such as semiconductors, artificial intelligence, high-end equipment manufacturing, and new energy vehicles [4][6][7] - The Sichuan government has implemented measures to support human resources in key industrial chains, aiming to strengthen and optimize the employment landscape [8] Group 1: Job Opportunities - More than 3,700 job positions were available, with 55% for master's and doctoral candidates and 45% for bachelor's degree holders [6][7] - Positions offering annual salaries above 100,000 yuan accounted for 48%, while those with salaries above 300,000 yuan made up 29% [6][7] - Companies like Sichuan Zhengkai New Materials Co., Ltd. and Sichuan Xinchuan Aviation Instruments Co., Ltd. actively recruited for various roles, indicating a strong demand for talent in the region [6][7] Group 2: Industry Growth and Employment - Chengdu's key industry chain enterprises posted 180,000 job openings in 2024, marking a 208% year-on-year increase [7] - The demand for new roles in artificial intelligence and integrated circuits has surged, with significant growth in positions such as machine vision engineers and chip design engineers [7] - The development of the low-altitude economy in cities like Zigong has created substantial employment opportunities in sectors like renewable energy and artificial intelligence [7] Group 3: Government Initiatives - Sichuan has introduced ten measures to enhance human resource support for key industrial chains, ensuring that at least 500 key enterprises receive employment service guarantees [8] - The provincial government emphasizes the importance of optimizing the industrial ecosystem and promoting high-quality development in the "15+N" key industries [6][8]

Core Viewpoint - The company announced a delay in the completion date of its fundraising project, specifically the "Key Equipment Production Line for Panel Boxes" project, which is now set to be completed by December 31, 2026, instead of the previously planned date of June 30, 2025 [1][4]. Fundraising Overview - The company raised a total of RMB 828,462,797.65 through the issuance of 240,134,144 shares at a price of RMB 3.45 per share, after deducting issuance costs of RMB 12,484,371.91 [1][2]. - The actual net amount raised was lower than the amount initially reported to the China Securities Regulatory Commission (CSRC) in September 2023, prompting a proportional adjustment in the investment amounts for the fundraising projects [2][3]. Project Details - The total investment amount for the projects is RMB 108,801.61 million, with the adjusted amount for the "Key Equipment Production Line for Panel Boxes" project being RMB 81,597.84 million [3][4]. - As of March 31, 2025, the company had signed contracts worth RMB 15,494.48 million for the project and had utilized RMB 8,632.51 million of the raised funds [4][5]. Delay Reasons and Project Importance - The delay is attributed to the use of advanced production technologies, the need for custom equipment, and the import of certain machinery, which necessitated a cautious approach to ensure efficient use of funds and risk mitigation [4][5]. - The project is crucial for the company as it aligns with national policies promoting the development of high-end equipment manufacturing and aims to address key technological challenges in the industry [5][6]. Impact of Delay - The delay is a prudent decision based on actual project conditions and will not affect the investment direction or the implementation of the project, ensuring no harm to the interests of the company and its shareholders [6][7]. - The company will continue to monitor market changes and optimize resource allocation to ensure the effective use of raised funds [6]. Approval Process - The board of directors approved the delay without the need for a shareholders' meeting, confirming compliance with relevant laws and regulations [6][7].

推进"百千万工 程"三年初见成 效，东源县取得 较好进展！_南 方+_南方plus 5月29日，2025 年省委农村工作 会议暨深入实 施"百县千镇万 村高质量发展工 程"推进会在广 州召开。会议通 报了有关县 （市、区）"百 千万工程"三年 初见成效工作进 展情况，东源县 取得较好进展， 东源县委书记秦 卫民在会上作汇 报。 东源县坚持 以"头号力度"推 进"百千万工 程"，实现特色 产业向新向强， 城乡融合再上台 阶，镇村面貌明 显改善，公共服 务品质跃升，改 革动能充分释 放，社会参与更 加广泛，有力谱 写县域高质量发 展新篇章。 特色产业向新向 强 GDP增速位列全 市第一 东源始终坚持发 展第一要务，推 动多项经济指标 增速位居全市前 列，2024年实现 地区生产总值 195.2亿元、同 比增长4.8%，增 速排名全市第 一。 当前，东源立足 实际制定产业发 展规划，着力打 造"以先进材 料、高端装备制 造、电子信息等 三大产业为主 导，以水饮料和 食品产业为重 点"的产业格 局，改造升级钢 铁、陶瓷等传统 产业，探索发展 低空经济、数字 经济。 机遇，2025 年"五一"假期期 间，万绿湖风景 区 ...

Group 1: Company Orders and Market Expansion - Since 2024, the company has intensified efforts in the shipbuilding market, securing orders from Germany, Singapore, and Latin America, including chemical tankers and platform supply vessels [3] - The company has an external sales ratio of 80.44% for 2024, with established sales and after-sales service networks in Southeast Asia, South Asia, the Middle East, Europe, Australia, Latin America, and Africa [4] - The company is actively negotiating multiple hot project orders in marine engineering and special transport vessels [3] Group 2: Technological Development and Automation - The company is integrating artificial intelligence into its products, enhancing production efficiency, product quality, and innovation capabilities [4] - Automation and intelligent technology have been progressively applied in products like container port cranes and mobile port cranes, improving operational efficiency in global port logistics [4] - The company has received multiple orders for automated equipment and upgrades for port terminals [4] Group 3: Financial Performance and Shareholder Returns - The company has significantly increased its dividend for 2024 compared to the previous year, reflecting its commitment to shareholder returns amid continuous growth [5] - Future dividends will be aligned with the company's core business development and investment value enhancement [5] Group 4: Project Development and Capacity Expansion - The company is constructing the "Tongzhou Bay Equipment Manufacturing Base Project" to expand its capacity in marine engineering and material handling equipment [5] - The base is expected to begin operations in the second half of this year, with production capacity to be adjusted based on market expansion [5] Group 5: Currency Impact and Risk Management - The company has experience managing foreign exchange risks since its establishment in 2003, employing measures like forward foreign exchange contracts to mitigate impacts on business performance [4]

国信证券指出，必选消费行业估值性价比占优，食品饮料和农林牧渔的三年/五年四项估值分位均值仅 为15.13%/9.09%和12.67%/9.24%，估值修复潜力仍在。以汽车、机械设备为代表的中游材料&制造行 业，以及以银行为代表的大金融板块，估值已处于历史高位，在缩量博弈和结构性调整行情下，上行空 间有限。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金业绩 的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨慎。 需关注部分板块短期估值快速抬升，纺织服饰和美容护理当前一年期四项估值分位均值均超过92%，估 值性价比优势明显收敛。本周一级行业多数收跌，TMT和大金融领跌，计算机、通信、电子和非银金 融跌幅较大。新兴产业整体收跌，数字经济跌幅居前，云计算和IDC分别下跌3.63%和3.5%；高端装备 制造也全线走弱，工业母机和集成电路分别下跌3.87%和2.25%。 （文章来源：每日经济新闻） 上证综指ETF（510760）跟踪的是上证指数（0000 ...

新华社北京5月28日电 题：促进民营经济高质量发展 扩大国内有效需求——全国工商联开展2025年度重 点考察调研 新华社记者唐健辉 民营经济是推进中国式现代化的生力军，是高质量发展的重要基础，是推动我国全面建成社会主义现代 化强国、实现中华民族伟大复兴的重要力量。 4月30日，十四届全国人大常委会第十五次会议表决通过民营经济促进法，自2025年5月20日起施行。新 时代新征程民营经济发展前景广阔、大有可为。如何抢抓机遇、用好政策红利更好促进民营经济持续、 健康、高质量发展？如何全方位扩大国内需求、加快构建新发展格局？ 近日，受中共中央委托，全国工商联围绕"激发民间投资活力 扩大国内有效需求"主题在天津、山西开 展年度重点考察调研。此次考察调研由全国工商联主席高云龙带队。 作为京津冀协同发展核心城市之一，天津正在大力建设天开高教科创园，一大批科技成果和初创企业在 这里汇聚。截至目前，科创园已注册3502家企业，其中90%以上为民营企业，一批头部投资基金也被吸 引而来。天津大学校友企业家发起的北洋海棠基金在此背景下成立。 "为什么选择在这里做科创投资？"调研组抛出问题。 "这里有强大的人才支撑、巨大的市场和完整高 ...

Group 1: Economic Development and Industrial Growth - Nanchong City aims to maintain high industrial growth as a key focus for economic development, with a GDP growth of 5.6% in Q1, ranking 12th in the province, marking the best performance in five years [1] - The contribution rate of industry to Nanchong's economic growth has increased by 8.3 percentage points compared to last year, emphasizing the importance of industrial development [1] - Nanchong is constructing a modern industrial system categorized as "3+2+3" to accelerate economic growth [1] Group 2: Smart Manufacturing and Technological Advancements - Sichuan Zhenan Intelligent Manufacturing Technology Co., Ltd. has introduced advanced equipment, achieving a thickness error of 0.1 mm in shell molds, enhancing product quality and attracting new customers [2] - The implementation of "machine substitution" in Sichuan Dejian Rongsheng Electronics Co., Ltd. has reduced labor needs from 15 to 5 workers, with an expected 30% increase in output this year [3] - Nanchong has launched a "smart transformation" initiative across the manufacturing sector, with 187 key industrial projects completing investments of 16 billion yuan, exceeding target completion rates by 49.5 percentage points [3] Group 3: Investment Attraction and Project Development - Nanchong City has introduced 112 key investment projects totaling 489 billion yuan during a specialized event for the chemical new materials and green building materials industry [4] - The city is actively engaging with enterprises to understand their advantages and needs, facilitating project development from attraction to operation [4][5] - The Nanchong Economic Development Zone is advancing projects in new energy and new materials, with 20 projects signed in the High-Ping District, totaling 8.57 billion yuan in investment [4] Group 4: Government Support and Services for Enterprises - Nanchong's government has established a dedicated work team to assist companies, ensuring rapid project implementation, as seen with the rapid production start of a mobile phone metal frame project [6] - The "Enterprise Home Public Service Platform" has been launched to streamline policy dissemination, enterprise needs, and supply-demand matching, enhancing communication between businesses and government [7] - The platform aims to shift from "enterprises seeking information" to "information seeking enterprises," improving efficiency in addressing business inquiries and challenges [7]

Core Viewpoint - The article discusses the successful establishment of a "quality strong chain" ecosystem in Ma'anshan, Anhui Province, driven by policy guidance, technical support, and collaborative services, aimed at enhancing the quality and competitiveness of key industries such as rail transit, high-end equipment manufacturing, and new materials [1]. Group 1: Policy and Structural Initiatives - Ma'anshan has implemented a "1+N" inter-departmental coordination mechanism led by the market supervision department, involving various sectors to develop action plans for key industrial clusters [2]. - The city has introduced financial support policies, including the "Wanzhi Loan" and "Strong Chain Loan," which have provided credit to 1,026 eligible enterprises, amounting to 820 million yuan [2]. Group 2: Quality Infrastructure and Technical Support - Over 20 million yuan has been invested to enhance the capabilities of national and provincial quality inspection centers, with the establishment of a provincial rail transit industry measurement testing center [3]. - Ma'anshan has achieved a breakthrough by hosting a national standardization technical committee, enhancing its influence in high-end CNC machine tool standards [3]. Group 3: Enterprise Support and Certification - The city has facilitated 72 enterprises in obtaining CMA certification, saving them 2.4 million yuan in testing costs, and has supported the establishment of quality management systems across various sectors [4]. - A comprehensive "one-stop" service platform has been created, integrating 28 service organizations and 75 experts to provide full-chain services from standards to certification [4]. Group 4: Digital Transformation and Collaboration - The integration of new information technology with quality management has improved quality data sharing across the supply chain, with 107 enterprises achieving digital quality management upgrades [5]. - Strategic agreements have been signed with various research institutions to form collaborative innovation networks, addressing critical quality challenges [6].