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].

Core Viewpoint - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages" project in Dongyuan County has shown significant progress in its three-year implementation, focusing on high-quality development and various economic indicators [2][3][4]. Economic Development - Dongyuan County achieved a GDP of 19.52 billion yuan in 2024, with a year-on-year growth of 4.8%, ranking first in the city [10][11]. - The county's industrial structure is being upgraded, with a focus on advanced materials, high-end equipment manufacturing, and electronic information, alongside traditional industries like steel and ceramics [12][13]. - The total output value of leading industries reached 13.81 billion yuan in 2024, accounting for 56.6% of the county's industrial output, an increase of 3.6 percentage points from 2022 [15][16]. New Economic Models - Dongyuan is developing a low-altitude economy and a green development zone around the Wanlv Lake, with the first low-altitude sightseeing flight occurring during the May Day holiday, attracting 187,000 visitors, a 31% increase [20][21]. - The county is also exploring suburban economies by integrating ecological resources and creating innovative consumption scenarios, leading to over 500,000 visitors in 2024 and generating more than 750,000 yuan in collective income for villages [30][32]. Agricultural Innovation - Dongyuan has made significant breakthroughs in agricultural productivity through technology integration, including the introduction of high-yield rice varieties and smart farming techniques, achieving a rice yield of 723.5 kg per mu [38][39]. - The county has established a gene bank for breeding quality chickens, producing 550,000 high-quality breeding chickens annually, with a supply capacity of 80 million chicks [51][52]. Public Services and Infrastructure - Dongyuan County has invested 594 million yuan in infrastructure projects to enhance urbanization, increasing the urbanization rate from 28.4% in 2022 to 32.3% in 2024, with expectations to exceed 35% this year [56][59]. - The county has constructed 195.9 kilometers of rural roads and improved public spaces, significantly enhancing residents' quality of life [60][63]. - Healthcare improvements include the establishment of a medical community, with over 65% of primary care being provided at the grassroots level, and educational enhancements with the addition of 9,820 new school places [64][65][66].

自"科创板八条"政策实施以来，科创板并购重组市场呈现出前所未有的活跃态势。过去一年中，科创板新增披露103单股权收购项目，交易金额合计超过320 亿元，这一数据充分体现了政策红利对市场的积极推动作用。与此同时，2025年以来新增包含发行股份购买资产等重大资产重组项目20单，已超过2024年全 年总量，显示出并购重组市场的强劲增长势头。 政策效应全面显现 "科创板八条"实施一年来，各项改革举措已基本落地，政策效应在多个维度得到充分体现。支持"硬科技"企业发展的积极信号持续释放，科创板新受理9家 企业IPO申请，14家企业完成首发上市，覆盖半导体、新材料、高端装备等关键行业领域。"轻资产、高研发投入"的认定标准正式落地实施，为更多创新型 企业提供了上市通道。 发行承销制度改革试点的积极效果逐步显现，科创板新股发行适用3%高价剔除比例，报价定价总体保持审慎合理。监管部门增加网下投资者持有科创板股 票市值要求，进一步引导树立价值投资、长期投资理念。同时修订发布首发网下投资者管理规则和分类评价管理指引，加强对异常报价申购、频繁高报价等 行为的监管力度。 市场生态持续优化 指数和产品体系进一步丰富完善，新发布科创综指、科 ...

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 ...

Core Insights - The seventh National Youth Entrepreneurs Conference was held in Hangzhou, focusing on the themes of inheritance, innovation, and development among young entrepreneurs [1][3] - The conference served as a platform for young entrepreneurs to discuss the integration of digital economy and local industries, emphasizing the importance of innovation in driving future growth [4][5] Group 1: Economic Trends - The private economy is seen as a driving force for China's modernization, with a strong emphasis on innovation and adaptation to new trends [3][4] - Hangzhou, benefiting from its digital economy advantages, has implemented a "smart green wave" system that has improved traffic efficiency by over 20% [3] Group 2: Innovation and Development - Continuous innovation is crucial for maintaining growth, as highlighted by industry leaders who stress the need for businesses to evolve and adapt [5][7] - The shift towards independent technological innovation among private enterprises is driven by changes in industrial policy, business environment, and technological advancements [7][9] Group 3: Entrepreneurial Spirit and Responsibility - The conference highlighted the importance of passing down entrepreneurial spirit and values, with a focus on balancing economic and social responsibilities [9][10] - Young entrepreneurs are encouraged to embrace national sentiments and take on the role of leaders in the modernization of China's economy [10]

用"文旅+"讲好河南故事 "在'十四五'规划实施收官、'十五五'发展谋篇布局的关键时期，习近平总书记亲临河南考察，为全 省发展掌舵领航、把脉定向，为做好各项工作提供行动指南和根本遵循。我们将切实把思想和行动统一 到总书记关于河南工作的重大要求上来。"管城区委书记张艳敏说。聚焦创新引领，着力建设现代化产 业体系；聚焦固本强基，着力改善民生、加强社会治理；聚焦文旅融合，着力推动文化繁荣兴盛；聚焦 绿色发展，着力加强生态环境保护。用好管城区丰厚历史文化资源，以商都历史文化区建设为引领，统 筹推进标志性文物展示、文化内涵挖掘、老城有机更新，加快亳都·新象、北庆里1926等文旅街区和豫 州韵等文化场馆建设，深化游径打造和动线组织，持续打造"郑州有戏""巍巍亳都""漫步商都"等文化 IP，全力打造"优秀传统文化传承创新展示地"。 激活文旅文博新发展引擎 "殷殷嘱托为文旅产业高质量发展指明了方向，我们深感责任重大，也让我们更加坚定信心。文旅 融合不仅是经济产业，更是满足人民美好生活需求的幸福工程。"银基文旅集团品牌公关经理郑瑞龙 说。 科创引领不断出新出彩 "殷殷嘱托，厚望如山。习近平总书记在河南考察时的重要讲话精神，为我 ...

Group 1 - The Jinan Industrial Equipment Update and Technology Transformation Government-Bank-Enterprise Matching Conference was held to facilitate deep dialogue among government, banks, and enterprises, aiming to address financing difficulties for companies [1] - Jinan has a significant demand for equipment updates, with 1,717 industrial enterprises indicating a need for equipment renewal in the next two years, representing 60% of the total number of industrial enterprises [1][2] - The introduction of a comprehensive set of policies, including long-term government bonds for equipment updates and special loans, is expected to provide multiple benefits for enterprises, enhancing their potential for transformation and innovation [2] Group 2 - Companies are encouraged to rationally plan their investment scale to avoid blind expansion and to manage accounts receivable effectively to alleviate liquidity pressure [2] - The Jinan Industrial and Information Technology Bureau plans to implement a "white list" system to prioritize credit and interest rate incentives for trustworthy enterprises [2] - Key industries in Jinan, such as high-end equipment, advanced materials, and biomedicine, are accelerating their equipment updates, with 1,004 industrial technology transformation projects being implemented from January to May 2025 [3]