Group 1: 华峰化学 - Company decided to terminate the acquisition of 100% equity in Zhejiang Huafeng Synthetic Resin Co., Ltd. and Zhejiang Huafeng Thermoplastic Polyurethane Co., Ltd. due to insufficient shareholder approval [1] - The decision was made based on prudence, as the proposal did not receive more than two-thirds of the valid voting rights at the shareholders' meeting [1] - Company will continue to promote related equity injection work and strictly fulfill asset injection commitments [1] Group 2: 中荣股份 - Actual controller and chairman Huang Huanran has been placed under residential surveillance by the police [2] - Other board members and senior management are performing their duties normally, and the board of directors is operating as usual [2] - Company specializes in the research, design, production, and sales of paper printing and packaging products [2] Group 3: 密尔克卫 - Three shareholders plan to reduce their holdings by a total of up to 2% of the company's shares through block trading [3] - The reduction includes 143.63 million shares, 97.65 million shares, and 75.03 million shares, representing 0.91%, 0.62%, and 0.47% of the total share capital respectively [3] - The reduction period is from June 6, 2025, to September 5, 2025, due to personal funding needs [3] Group 4: 舒泰神 - Subsidiary Jiangsu Beijietai Biotechnology Co., Ltd. has obtained a drug production license from the Jiangsu Provincial Drug Administration [4] - The license allows for the production of therapeutic biological products, specifically for registered declaration use [4] - The license is valid until May 7, 2030, and is not expected to have a significant impact on the company's current performance [4] Group 5: 捷顺科技 - Company won the bid for the "Chongqing Beautiful Sunshine Home and other public rental housing supporting parking space operation project" [5] - The project includes four public rental housing supporting parking lots with a total of 13,335 parking spaces [5] - The minimum guaranteed revenue for the project is quoted at 40.43 million yuan per year, with a total contract amount expected to exceed 100 million yuan [5] Group 6: 综艺股份 - Company signed an investment cooperation intention agreement to acquire control of Jiangsu Jilai Microelectronics Co., Ltd. through cash capital increase or share transfer [6] - Jilai Micro primarily engages in the research, production, and sales of power semiconductor chips and devices [6] - The transaction is expected to constitute a major asset restructuring [6] Group 7: 东山精密 - Subsidiary DSBJ PTE. LTD. plans to acquire 100% equity of French GMD Group for approximately 100 million euros (about 814 million yuan) [7] - The acquisition aims to advance the company's globalization strategy and enhance its market share in the automotive parts sector [7] - The company specializes in the research, production, and sales of electronic circuit products and precision components [7] Group 8: 诺诚健华 - Company reported a net profit of 17.97 million yuan for the first quarter of 2025, a significant turnaround from a loss of 142 million yuan in the same period last year [8] - The first quarter revenue reached 381 million yuan, representing a year-on-year growth of 129.92% [8] - The company focuses on the research, production, and commercialization of innovative drugs [8] Group 9: 凯美特气 - Shareholders plan to reduce their holdings by up to 3% of the company's shares through centralized bidding and/or block trading [9] - The total number of shares to be reduced is 20.86 million [9] - The reduction is due to personal funding needs [9] Group 10: 海创药业 - Controlling shareholder plans to reduce holdings by up to 2% of the company's shares through centralized bidding and block trading [10] - The total number of shares to be reduced is 1.98 million [10] - The reduction is due to personal funding needs [10] Group 11: 高争民爆 - Controlling shareholder plans to reduce holdings by up to 3% of the company's shares through centralized bidding and block trading [11] - The total number of shares to be reduced is 828,000 [11] - The reduction is due to the company's funding needs [11] Group 12: 金埔园林 - Two shareholders plan to reduce their holdings by a total of up to 1.91% of the company's shares [12] - The reductions include 183.93 million shares and 167.73 million shares [12] - The reasons for the reductions are asset optimization and personal funding needs [12] Group 13: 掌趣科技 - The largest shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding or block trading [13] - The total number of shares to be reduced is 27.2 million [13] - The reduction is due to personal funding needs [13] Group 14: 美凯龙 - Company announced that its director and general manager has been placed under investigation and detention by the local supervisory committee [14] - Other board members and senior management are performing their duties normally, and daily operations are unaffected [14] - The company specializes in managing and operating self-operated and franchised shopping malls [14] Group 15: 新强联 - Major shareholder plans to reduce holdings by up to 1.89% of the company's shares through centralized bidding and block trading [15] - The total number of shares to be reduced is 717,490 [15] - The reduction is due to operational needs [15] Group 16: 日月明 - Shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding [16] - The total number of shares to be reduced is 80,000 [16] - The reduction is due to personal funding needs [16] Group 17: 同有科技 - Major shareholder and vice president plan to reduce their holdings by up to 1.53% of the company's shares [17] - The total number of shares to be reduced is 730,850 [17] - The reduction is due to personal funding needs [17] Group 18: 爱尔眼科 - Subsidiary successfully acquired 60% equity and specific debt of Shenzhen Guangsheng Digital Technology Co., Ltd. for 650 million yuan [18] - The transaction constitutes a related party transaction [18] - The acquired asset will serve as long-term medical premises for the subsidiary [18]

证券代码：002916 证券简称：深南电路 深南电路股份有限公司投资者关系活动记录表 编号：2025-18 | 投资者关系 | √特定对象调研 □分析师会议 □现场参观 | | | --- | --- | --- | | 活动类别 | □媒体采访 □业绩说明会 □新闻发布会 | | | | □路演活动 √其他 （ 券商策略会 ） | | | 活动参与人 | 华富基金、国泰海通、太平洋保险、睿远基金、中财投资、中国人寿、国融证券、宏鼎财 | | | 员（排名不 | 富管理、新华股份、国信证券、世纪证券、上海南土、博衍私募、中信建投证券、汇添富 | | | 分先后） | 基金、南方天辰、涌乐私募、中信资管、中信证券、国金证券、国投证券 | | | 时间 | 2025 年 5 月 13 日 | | | 形式 | 实地调研 | | | 投资者关系 | | | | 活动主要内 | | Q1、请介绍公司 2025 年第一季度 PCB 业务经营拓展情况。 | | 容介绍 | 公司在 业务产品下游应用以通信设备为核心（覆盖无线侧及有线侧通信），重点布 PCB | | | | 局数据中心（含服务器）、汽车电子（聚焦新能源和 A ...

Group 1 - Shengyi Electronics plans to repurchase shares with a total amount between 50 million and 100 million yuan, at a price not exceeding 43.02 yuan per share, for employee stock ownership plans [1] - Guoyao Modern's subsidiary has passed the consistency evaluation for the quality and efficacy of a generic drug, which is used for treating severe infections [1] - Tianhe Magnetic Materials' subsidiaries have obtained project filing notices for high-performance rare earth permanent magnet projects, with total investments of 100 million yuan and 50 million yuan respectively [1][2] Group 2 - Dream Lily intends to repurchase shares with an amount between 85 million and 170 million yuan, at a price not exceeding 10.90 yuan per share, supported by a loan commitment of up to 150 million yuan [3] - Weifu High-Tech has received a loan commitment of up to 135 million yuan from a financial institution for share repurchase [3] Group 3 - Lu'an Environmental Energy reported a coal sales volume of 4.51 million tons in April, a year-on-year increase of 17.75% [5] - *ST Tianshan reported a significant decline in livestock sales and revenue, with a revenue of 70,500 yuan in April, down 95.68% year-on-year [7] Group 4 - Feirongda announced a cash dividend of 0.38 yuan per 10 shares, with a total distribution of 21.9 million yuan [8] - Zhejiang Rongtai's shareholders and executives plan to reduce their holdings by up to 1.93% of the company's shares [9] Group 5 - Changhua Group's subsidiary won the land use rights for an industrial site in Ningbo for 27.05 million yuan, intended for manufacturing and related business [11] - Zejing Pharmaceutical's new drug application for a treatment for severe alopecia has been accepted by the regulatory authority [13][14] Group 6 - Hainan Mining plans to distribute a cash dividend of 0.8 yuan per 10 shares, totaling 1.59 billion yuan [15] - China Jushi plans to distribute a cash dividend of 0.24 yuan per share, totaling 9.61 billion yuan [16] Group 7 - Zhengzhong Design's subsidiary has obtained a utility model patent for an acrylic signage guide [18] - Rundu Co., Ltd. received approval for a veterinary drug product, which is intended for treating bacterial diseases in livestock [20] Group 8 - Emei Mountain A announced the resignation of its general manager due to work reasons [22] - Tonghua Dongbao's insulin injection has received a registration certificate in Nicaragua, allowing for sales in that market [23] Group 9 - Dizu Fashion's subsidiary has completed the registration of a private equity investment fund [24] - Ningbo Gaofa plans to increase capital by 60 million yuan in its subsidiary for operational needs [26] Group 10 - Haichuan Intelligent has obtained two utility model patents for material handling devices [27] - Newland's subsidiary signed a deep cooperation agreement with Alibaba Cloud for AI model applications [29] Group 11 - Rui Neng Technology's controlling shareholder plans to reduce its stake by up to 2.89% [30] - Guomai Culture intends to repurchase shares between 50 million and 100 million yuan for capital reduction [31] Group 12 - Shaanxi Construction won major construction projects totaling 7.88 billion yuan in April [32] - Hanyu Pharmaceutical signed a joint development agreement for a new peptide drug with a partner [34] Group 13 - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a stock suspension [35] - Haizheng Pharmaceutical plans to repurchase shares between 50 million and 100 million yuan for employee stock ownership [36] Group 14 - Tianqiao Hoisting's controlling shareholder plans to increase its stake by 75 million to 150 million yuan [37] - Tiandi Online's controlling shareholder is transferring shares to introduce a strategic investor [38] Group 15 - Hongchang Technology plans to invest 15 million yuan in a joint venture with a partner [39] - Rabbit Baby's subsidiary is preparing for an IPO in Hong Kong [41] Group 16 - Wol Nuclear Materials is planning to issue H-shares for listing in Hong Kong [42] - Tangyuan Electric plans to raise up to 864 million yuan through a private placement for various projects [43] Group 17 - Tongrun Equipment's major shareholders plan to reduce their holdings by up to 2% [44] - Linzhou Heavy Machinery plans to raise up to 600 million yuan through a private placement [46] Group 18 - China Merchants Securities announced the resignation of its vice president [47] - Shangsheng Electronics plans to issue convertible bonds to raise up to 330 million yuan for various projects [48] Group 19 - Longda Co., Ltd.'s major shareholder plans to reduce its stake by up to 1% [49] - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [50] Group 20 - Silek has signed a strategic cooperation agreement with a battery manufacturer [51] - Boyun New Materials' major shareholder plans to reduce its stake by up to 3% [53]

Core Viewpoint - The market is highly focused on the development of Shennan Circuit, a leading company in the PCB industry, as evidenced by over a hundred institutions conducting on-site research [1] Group 1: Business Performance - In Q1 2023, Shennan Circuit achieved revenue of approximately 48 billion yuan and a net profit attributable to shareholders of about 5 billion yuan, both showing over 20% year-on-year growth [1][2] - The company's revenue for the first three months was 47.83 billion yuan, a 20.75% increase year-on-year, while the net profit was 4.91 billion yuan, up 29.47% year-on-year [2] - The growth in revenue and profit is attributed to increased demand in high-speed network communication, computing power, and the automotive electronics sector [2] Group 2: Product and Market Strategy - Shennan Circuit's PCB business focuses on communication devices, data centers, and automotive electronics, with a notable increase in orders from the wireless communication sector [2] - The company has a diverse range of packaging substrate products, which have seen improved demand, particularly in storage products [3] - The company is expanding its overseas market presence with a factory in Thailand, investing approximately 12.74 billion yuan to enhance global supply capabilities [1][7] Group 3: Financial Health and Expansion - As of the end of 2024, Shennan Circuit's total assets increased from 207.27 billion yuan in 2022 to 253.02 billion yuan [7] - The company maintains a healthy financial position with a debt ratio of 42.14% and cash reserves of 17.08 billion yuan as of March 2023 [7] - Shennan Circuit has a history of steady dividends, proposing a cash dividend of 7.69 billion yuan for 2024, with a payout ratio of 40.97% [8][9] Group 4: Industry Position - According to Prismark, Shennan Circuit is expected to rank fourth among global PCB manufacturers in 2024, an improvement of four positions from 2023 [6] - The company has demonstrated resilience in the PCB industry, achieving continuous revenue and profit growth since 2016, except for a decline in 2023 due to market fluctuations [3][4]

广州广合科技股份有限公司 证券代码：001389 证券简称：广合科技 广州广合科技股份有限公司投资者关系活动记录表 编号：2025-04 | | √特定对象调研 | | □分析师会议 | | --- | --- | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | | | 别 | □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） | | | | 参与单位名称及人 | 中信证券、广发基金、玄甲基金、东方阿尔法基金、惠升 | | | | 员姓名（排名不分先 | 基金、招商信诺资管、玄元投资、青岛立心私募基金、长 | | | | 后） | 江证券、东财电子、民生通惠保险投资 | | | | 时间 | 2025 年 5 月 12 日 11:00-12:00、15:00-16:30 | | | | 地点 | 广州广合科技股份有限公司会议室 | | | | 公司接待人员 | 副总经理、董事会秘书：曾杨清 | | | | | 证券事务代表：陈炜亮 | | | | | 一、公司 2024 年度以及 2025 年第一季度经营情况： ...

Q4、请介绍公司对美国销售收入的规模，美国关税政策对公司经营可能产生的影响。 证券代码：002916 证券简称：深南电路 深南电路股份有限公司投资者关系活动记录表 | 编号：2025-17 | | --- | | 投资者关系 | √特定对象调研 □分析师会议 □现场参观 | | --- | --- | | 活动类别 | □媒体采访 □业绩说明会 □新闻发布会 | | | □路演活动 √其他 （ 券商策略会 ） | | 活动参与人 | 光大保德信基金、人保资产、百年保险、兴银理财、合远基金、申万菱信基金、首域盈 信、国金基金、建信养老、北京衍航、中信建投基金、中加基金、方正富邦基金、沣京资 | | 员（排名不 | | | 分先后） | 本、中再资产、九泰基金、上海盘京资本、首创证券自营、长盛基金、国信证券自营、阳 光资产、中金基金、华创证券、开源证券 | | 上市公司 | 战略发展部总监、证券事务代表：谢丹；投资者关系经理：郭家旭 | | 接待人员 | | | 时间 | 年 月 日 2025 5 9 | | 地点 | 开源证券策略会、华创证券策略会、网络及电话会议 | | 形式 | 实地调研；网络及电话会议 | ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自zdnet ，谢谢。 日本电路板行业龙头企业揖斐电预测AI服务器电路板市场将出现高增长。预计未来5至6年内相关 业务部门的销售额将呈阶梯式增长，增长2.5倍。国内企业三星电子、LG Innotek等也有望受益于 AI服务器基板市场的扩大。 业界认为，今年AI服务器的FC-BGA（倒装芯片球栅阵列）市场预计将出现以全球大型科技公司为 中心的大幅需求扩张。 FC-BGA行业龙头企业揖斐电（IBIDEN）近日在电话会议中预测，其2025财年（2025年4月1日至 2026年3月31日）的总销售额将同比增长11%。 尤其是包括FC-BGA等半导体基板业务在内的电子部门，预计销售额将达到240亿美元，营业利润 将达到33亿美元。与上一年相比，这两个数字分别增长了22%和23%。 主要背景是AI服务器市场的增长。 揖斐电表示："即使在需求逐渐扩大的情况下，PC市场也需要 谨慎，通用服务器的需求趋势仍然不确定。"他补充道，"AI服务器的强劲需求持续增长。" FC-BGA是利用'倒装芯片凸点（将芯片倒装的方法）'连接半导体芯片和基板的封装基板。与现有 封装中主要使用的 ...

Group 1 - The company held its 2024 annual and Q1 2025 performance briefing on May 9, 2025, via an online interactive format [2] - Key executives, including the chairman and financial director, participated in the briefing to address investor inquiries [2] Group 2 - The company reported a revenue of 1,293,004,000.87 yuan for 2024, a year-on-year increase of 19.45%, and a net profit of 141,498,579.04 yuan, up 6.45% from the previous year [4] - For Q1 2025, the company achieved a revenue of 338,048,302.63 yuan, representing a 23.17% increase year-on-year, with a net profit of 36,618,662.83 yuan, up 17.25% [5] Group 3 - The company plans to invest 135 million yuan in a project to upgrade "high-density interconnect substrate" production technology, with trial production expected in Q1 2026 [5] - The company aims to enhance its competitiveness in traditional sectors while expanding into emerging fields such as electric vehicles and AI computing centers [3][4]

证券代码：001389 证券简称：广合科技 广州广合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 □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（排名不分先 后） 参加深圳证券交易所"信通智联·引领新浪潮"主题集 体业绩说明会的全体投资者 时间 2025 年 5 月 9 日 地点 深圳证券交易所，深交所互动易"云访谈"栏目 （http://irm.cninfo.com.cn） 公司接待人员 董事、总经理：曾红女士； 独立董事：陈丽梅女士； 副总经理、总工程师：黎钦源先生； 副总经理、董事会秘书：曾杨清先生； 财务总监：贺剑青女士； 保荐代表人：王嘉先生。 投资者关系活动主 要内容介绍 一、请介绍下公司的战略规划？ 公司根据自身技术特点和管理优势，结合下游市场 的发展趋势制定了"云、管、端"发展战略。"云"是指 与云计算相关的服务器用高速多层精密 PCB 产品， "管"是指作为数据交互管道的通信设备相关 PCB 产 品，"端"则是指智能终端设备，即与消费电子、汽车 广州 ...

答:尊敬的投资者，您好！中美关税冲突对全球产业链造成的具体影响及 影响程度尚不明朗，公司外销比例目前相对较低，对美国市场直接出口业 务较小，关税因素对公司影响较小。同时综合考虑到全球宏观经济情况、 产业链的发展新态势以及市场竞争格局变化，公司已在中国台湾、中国香 港、新加坡、泰国等地设立的办事处或子公司，并积极组建海外项目拓展 团队，开拓海外营销渠道，公司将进一步加强海外市场的开拓，满足国际 客户的订单多渠道、多样化采购需求。谢谢！ 10.公司在海外市场的布局情况如何？目前主要在哪些国家或地区开 展业务？未来有哪些拓展海外市场的计划和目标？ 证券代码：002579 证券简称：中京电子 惠州中京电子科技股份有限公司 投资者关系活动记录表 编号：2025 -001 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 ☐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 线上参与公司2024年度网上业绩说明会的投资者 时间 2025年05月09日15:00-17:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市 ...