证券代码：300162 证券简称：雷曼光电 深圳雷曼光电科技股份有限公司 2025 年 4 月 29 日投资者关系活动记录表 编号：2025-003 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 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 （电话会议） | | 参与单位名称及 人员姓名 | 线上参与公司 2024 年度业绩网上说明会的全体投资者 | | 时间 | 2025 年 4 月 29 日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 李漫铁先生（董事长兼总裁） | | 上市公司接待人 | 左剑铭先生（董事、副总裁、董事会秘书） | | 员姓名 | 张琰女士（财务总监） | | | 李国强先生（独立董事） | | | 1.目前的业务增长情况如何？未来有哪些具体的市场扩 展计划？ | | | 答：您好，2024 年，公司实现营业收入 12.53 亿元，同比 | | 投资者关系活动 | 增长 12.5%。未来，在海 ...

证券代码：300296 证券简称：利亚德 利亚德光电股份有限公司投资者关系活动记录表 编号：2025-08 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投 资 者关 | □媒体采访 □业绩说明会 | | 系 活 动类 | □新闻发布会 □路演活动 | | 别 | ■现场参观 | | | □其他（电话会议） | | 参 与 单位 | 程子盈 中信证券 | | 名 称 及人 | 李凌霄 易方达基金 | | 员姓名 | | | 时间 | 2025 年 4 月 29 日 10:00-12:00 | | 地点 | 会议室 | | 上市公司 | 刘阳 董事会秘书兼副总经理 | | 接待人员 | 梁青筠 证券事务代表 | | 姓名 | | | | 本次调研以现场参观和会议交流的方式举行，会议中，董秘刘总做 | | | 了业绩分析和未来发展的展望，并回答了投资者的提问，主要内容如下： | | | 年业绩分析 一、2024 | | | 2024 年公司从报表数据上来看确实不太理想，主要原因是 NP 公司 | | | 的商誉减值及其他一些减值。公司从 年开始通过外延并购增加了 15、16 | | 投 ...

Core Viewpoint - Nanji Guang (stock code: 300940) has demonstrated strong performance and profitability growth in its 2024 annual report and 2025 Q1 report, providing a positive outlook in a challenging market environment [1] Financial Performance - In 2024, Nanji Guang achieved revenue of 457 million yuan and a net profit of 20.63 million yuan, marking a year-on-year increase of 106.76% and successfully turning a profit [2] - For Q1 2025, the company reported revenue of 186 million yuan, a year-on-year growth of 265.54%, and a net profit of 29.73 million yuan, up 367.01%, reaching a recent high [2] - The company's net profit for Q1 2025 exceeded the total net profit for the entire year of 2024, indicating strong growth momentum [2] Business Strategy and Market Position - Nanji Guang has optimized its business structure, expanding its backlight display module products into medium-sized categories, resulting in a gross margin increase to 15.87%, up 19.85% year-on-year [3] - The company has implemented cost control measures, reducing operating expenses by 53.83%, which has improved operational efficiency [3] - The termination of the 2022 restricted stock incentive plan has further released profit space by decreasing equity incentive expenses [3] Key Partnerships and Market Opportunities - The company's growth is significantly supported by its deep engagement in the consumer electronics sector, particularly as a core supplier for Nintendo's Switch gaming console [4] - With the anticipated success of the upcoming Switch 2, which could achieve global sales of 150 million to 250 million units, the backlight module market could reach a scale of 6 billion to 10 billion yuan [4] - In 2024, overseas revenue reached 221 million yuan, a year-on-year increase of 654.83%, with Nintendo orders being a key driver of this growth [4] Research and Development - Nanji Guang emphasizes R&D and technological innovation, holding 320 patents, including 28 invention patents, which bolster its product competitiveness [5] Future Outlook - The company is positioned for a "Davis Double Play" with improving performance and valuation amidst a recovering global smartphone market and consumer electronics industry [6] - Nanji Guang is advancing projects for Mini/Micro-LED display module production and medium-sized LCD display module production, with a total planned investment of 366 million yuan [6] - The company maintains a healthy financial structure with a debt-to-asset ratio of 28.47% and cash reserves of 138 million yuan, indicating strong growth potential [7] - Nanji Guang aims to leverage the global trend of smart upgrades in the consumer electronics industry, particularly opportunities arising from the proliferation of generative AI technology [7]

West Technology Group, LLC is an innovative, cloud-based, global technology partner to clients around the world. Our solutions connect people and organizations at the right time and in the right ways, making those mission-critical connections more relevant, engaging, and actionable - turning Information to Insight. "I am excited to welcome Sam Meckey as WestCX's new President. Sam brings two decades of experience in the healthcare industry and has a remarkable track record of driving sales growth, transform ...

Core Insights - Nature's Miracle Holding Inc. has entered into an agreement to purchase five electric vehicles (EVs) from ZO Motors North America, with plans to modify them into Mobile Vertical Farming trucks for growing microgreens and herbs [1][2] - The Mobile Vertical Farm initiative is set to launch in the Los Angeles market in the second quarter of 2025, utilizing hydroponic technology and environmentally friendly EVs [2][3] - Each Mobile Vertical Farm truck can grow approximately 3,000 pounds of fresh produce annually, catering to the needs of up to 40 people for fresh salad [2] Company Overview - Nature's Miracle is a growing agriculture technology company focused on providing products and services in the Controlled Environment Agriculture (CEA) industry in the U.S. [3] - The company's common stock trades on the OTCQB market under the symbol "NMHI" [3] Partnership Details - The partnership with ZO Motors aims to revolutionize the supply chain for fresh vegetables, emphasizing sustainability and local delivery [3][4] - ZO Motors specializes in zero-emission commercial vehicles and is committed to sustainable transportation solutions [4] Environmental Impact - The Mobile Vertical Farms are designed to save up to 90% of water compared to traditional farming methods, promoting environmentally friendly practices [2] - The initiative may also qualify for USDA subsidies and financing, enhancing its financial viability [1]

证券代码：300296 证券简称：利亚德 利亚德光电股份有限公司投资者关系活动记录表 3、降本增效：一方面加大数字化建设，提高办公效率决策效率等， 另一方面优化组织架构，裁撤不必要的部门和人员，实行全员薪酬考核 等； 4、产品技术研发：2024 年我们研发费用的比重其实是加大的，即加 大了前沿技术 Hi-Micro 以及量子点的研发力度，也通过材料和工艺等的 提升增加产品的竞争力。"创新驱动发展"是利亚德多年来秉持的发展 理念，只有拥有自己的核心技术能力，才能保证公司从长远来看始终保 持竞争优势，而不是陷入到靠低价占领市场的红海市场里。 所以总体上对利亚德来说，2024 年公司减轻包袱，大幅改革调整， 虽然改革有代价，但对于往后的 2025 年及更长远，公司将轻装上阵，改 革到位后能实现业绩的触底反弹。正好 2025 年是公司新的战略周期的开 始，我们也根据新的形势，提出了"拥抱 AI，领创视效，实现第二增长 曲线"的战略目标。 二、2025 年工作重点 1、目标：所有的经营单元，子公司分公司，销售团队都以利润为中 心去进行考核。 2、显示板块： 编号：2025-07 | | ■特定对象调研 □分析师会议 | ...

热衷于体育营销的包装水行业，又有品牌拿下体育赛事赞助。 4月27日，第19届苏迪曼杯世界羽毛球混合团体锦标赛在厦门凤凰体育馆开幕。4月24日，百岁山与主办 方举行赛事合作发布会，成为赛事官方合作伙伴及指定饮用水品牌。 发布会上，百岁山代表表示，自2023年首次牵手苏迪曼杯，百岁山已连续三届为赛事提供支持。2024 年，品牌进一步完成对羽毛球三大顶级团体赛事（苏迪曼杯、汤姆斯杯、尤伯杯）的全方位赞助。据了 解，百岁山近年来与多个国际高端赛事组织有过合作，借此树立品牌高端形象，寻求饮用水高端市场突 围。 除百岁山以外，近年来，由于消费市场整体的年轻化转型，国内饮用水企业都在加大市场营销投入。其 中，体育营销无疑是一个重要的抓手。各大品牌都希望通过体育赛事，拉近消费者的距离，抢占市场份 额，因此争相加大对于体育营销的投入。 百岁山扩大体育营销版图 其他水饮品牌同样跑马圈地 随着全民运动健康意识的加深，近年来，各类体育赛事热度持续攀升。作为较早入局体育营销板块的品 牌，百岁山在该领域耕耘已久。 此外，期望通过体育营销拔高品牌定位的饮用水企业也有很多。在全球的体育营销市场，饮料与饮用水 行业一直占据着举足轻重的地位，从 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 星光股份（维权）（股票代码：002076.SZ）因2024年度业绩预告与实际年报数据差异巨大，且未及时 披露退市风险提示，于2025年4月27日收到广东证监局的警示函。公司董事长戴俊威、总经理兼财务总 监李振江、董事会秘书张桃华因未能勤勉尽责，被一并采取行政监管措施。 1. 业绩预告与年报数据的严重背离 2025年1月20日，星光股份发布业绩预盈公告，预计2024年利润总额为150万至225万元，归母净利润为 355万至520万元，扣非净利润为135万至200万元。然而，4月27日发布的年报显示，实际数据全面恶 化：利润总额亏损3253.20万元，归母净利润亏损3097.56万元，扣非净利润亏损2696.90万元。业绩预告 的盈亏性质与实际数据发生根本性反转，差异幅度超3000万元，远超市场预期。 2. 监管认定的违规行为 广东证监局指出，公司存在两项核心违规： 信息披露不准确：业绩预告未合理反映子公司商誉减值、诉讼损失等重大风险，导致投资者决策信息失 真。 退市风险提示延迟：根据《深圳证券交易所股票上市规则》，若公司利润总额、净利润、扣非净利润均 为负且营业 ...

Core Viewpoint - The collaboration between Hunan Broadcasting and Zhuhai Ming Technology has led to the launch of a large outdoor LED screen named "Mango VIDEO," marking a significant development in the outdoor advertising and broadcasting industry [1] Group 1 - The "Mango VIDEO" screen is located at the core production base of Hunan Broadcasting, known as "Colorful Box" [1] - The screen utilizes Zhuhai Ming's flagship outdoor display technology, the UsurfacePL series, indicating a high-quality visual performance [1] - The project integrates Zhuhai Ming's self-developed optical display platform and content security broadcasting control solutions, enhancing operational efficiency and content management [1]

Core Viewpoint - The company, Shenzhen Lehman Optoelectronics Technology Co., Ltd., focuses on the LED industry, particularly in ultra-high-definition display and LED lighting, and has launched various advanced products in these areas [5][10]. Group 1: Company Overview - The company primarily engages in the downstream sectors of the LED industry chain, emphasizing LED ultra-high-definition display and LED lighting [5]. - The company has pioneered the mass production of Micro LED ultra-high-definition display products based on COB advanced integration packaging technology [5]. - The product ecosystem includes LEDMAN ultra-high-definition display screens, smart meeting interaction systems, smart classroom education systems, ultra-high-definition home screens, LED smart lighting, and creative LED displays [5][7]. Group 2: Financial and Shareholder Information - The company has undergone a change in its auditing firm to Da Xin Certified Public Accountants (Special General Partnership), which provided a standard unqualified opinion on the financial report [3]. - As of the end of the reporting period, the company held 12,208,111 shares in its repurchase account, accounting for 2.91% of the total shares [6]. - The company plans to issue shares to specific investors, raising up to 689 million yuan, with 539 million yuan allocated for the COB ultra-high-definition display project and 150 million yuan for working capital [10]. Group 3: Stock Repurchase Activities - The company approved a stock repurchase plan with a total amount between 40 million yuan and 80 million yuan, with a maximum repurchase price of 6.59 yuan per share [10]. - As of February 21, 2024, the company had repurchased a total of 9,258,011 shares, representing 2.21% of the total shares, with a total transaction amount of approximately 39.52 million yuan [12]. - By May 6, 2024, the company completed its repurchase plan, acquiring a total of 12,208,111 shares, which is 2.91% of the total shares, with a total transaction amount of approximately 54.68 million yuan [13].