Group 1 - The industrial economy in Shiyan Town, Dongtai, has shown significant growth, with April's industrial sales reaching 1.388 billion yuan, a 45.5% increase, and a completion rate of 120.7% [1] - The alloy materials and refractory materials industries are the main sectors affected by the complex economic situation, particularly the alloy materials sector facing challenges with raw material supply and market fluctuations [1] - The local government is committed to continuing industrial transformation and development, recognizing the need to address challenges while maintaining a proactive approach [1] Group 2 - The town is implementing a dual approach of "online reporting + offline visits" to closely monitor the operational status of 63 key enterprises and develop targeted support measures [2] - Morning Fan Special New Materials, a company producing special new material boards, has established stable partnerships with leading companies and is expected to achieve over 1 billion yuan in sales this year [2] - The town is also coordinating land use and expanding production capacity, with the new project already generating 260 million yuan in sales in the first four months [2] Group 3 - Shiyan Town's alloy materials industry has transitioned from single stainless steel processing to a full industrial chain, focusing on five areas for transformation: technological innovation, advanced processes, green low-carbon practices, safety, and cooperation [3] - Notable achievements include the successful trial of a new high-temperature alloy material by Zhonghai High Temperature Alloy and significant sales growth for Shengfeng Technology, which saw a 63.5% increase in sales [3] - The town has approved 17 national high-tech enterprises and 8 provincial "specialized, refined, and new" enterprises since last year, totaling 41 and 17 respectively [3] Group 4 - The town is leveraging the "Waterway Dongtai" initiative to develop port-related industries, focusing on enhancing the functionality of the inland port and integrating with the city's multi-modal transport system [4] - Plans include establishing a supply chain base for alloy materials in the Yangtze River Delta and attracting leading enterprises for high-end plate processing projects [4] - The town is also engaging with leading smart manufacturing companies and experts to drive innovation in high-temperature alloys and intelligent manufacturing [4]

导读：2024年12月2日，在新三板挂牌的瑞尔竞达公告称收到了北交所出具的上市审核的决定，正式确 认上市失败，并宣布其股票在新三板复牌交易。也就在同一天，瑞尔竞达也悄悄向其董事发出来书面通 知，告知董事会在四日后便将审议重启北交所上市的议案。主动撤回上市材料的同时又立即重启申报， 瑞尔竞达前次北交所上市主动撤回申请表面上看似乎的确是撤回了一个"寂寞"。 作者：赵 擎@北京 编辑：翟 睿@北京 A股上市申报的步履仍待回暖。 2025年5月以来，截至目前，沪深两市及北交所一共仅迎来了三家拟上市企业的申请受理，其中两家为 申报北交所上市。 成立于2004年底的瑞尔竞达，为一家专业为高炉炼铁系统提供长寿技术方案及关键耐火材料的高新技术 企业，主要从事炼铁高炉高效、长寿、节能、绿色、环保等技术与所需耐火材料 的研发、生产和销 售。 按照瑞尔竞达日前向北交所递交的相关申报材料显示，其此次上市欲通过发行不超过4435万股新股以募 集3.35亿资金投向"冶金过程碳捕集新工艺与节能长寿新材料智能化装备基 地暨研发中心建设"和"复合 金属相炮泥生产线技改扩建"等几大项目。 对于冲刺北交所上市，瑞尔竞达也并非新面孔了。 2023年 ...

据京沪深交易所披露，上周（5月12日-5月16日，下同）1家企业上会，新增1家IPO受理企业；1家企业 注册获批，1家企业IPO终止。 与此同时，本周（5月19日-5月23日）A股2只新股安排申购，暂有2只新股公布A股上市计划。 业绩方面，2022年至2024年，酉立智能营业收入分别为4.33亿元、6.58亿元、7.29亿元；归母净利润分 别为4219.48万元、7817.27万元、9004.78万元。2024年，公司营收、净利润增速分别为10.84%、 15.19%，较2023年的营收、净利润增速51.96%、85.27%有所下滑。 此外，酉立智能的客户集中度较高。报告期内，公司对前五大客户的销售额占当期营收的比例均超过9 成。其中，公司对第一大客户NEXTracker的毛利占比分别达97.29%、79.70%和82.58%。 瑞尔竞达北交所IPO获受理，2024年增收不增利 5月16日，明光瑞尔竞达科技股份有限公司（下称"瑞尔竞达"）北交所首发申请获得受理。 这并非瑞尔竞达首次冲刺上市。北交所网站显示，瑞尔竞达曾在2023年12月29日获得受理，保荐机构开 源证券，2024年1月进入问询阶段，同年7月份公 ...

编号：2025-002 | 投资者关系活 | □特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 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 （投资者网上集体接待日活动） | | | | 参与单位名称 | 线上参与 2025 年山东辖区上市公司投资者网上集体接待日活动的投资者 | | | | 及人员姓名 | | | | | 时间 | 年 月 日 2025 15：00-16：30 | 5 | 15 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 上市公司接待 | 财务负责人姚永华女士 | | | | 人员姓名 | 副总经理、董事会秘书崔子娆女士 | | | | | 2025 年山东辖区上市公司投资者网上集体接待日活动主要问答如下： | | | | | 1、人工成本涨幅很大，公司自动化生产主要在哪几个方面？未来有大 | | | | | 的提升空间吗？ | | | | | 答：自动化生产表现为全面推进陶纤生产线装备升级、自动化改造工 | ...

Core Viewpoint - The report highlights the challenges faced by Puyang Co., Ltd. due to domestic competition and low demand, while also emphasizing the potential growth from overseas markets and the active magnesium oxide segment [1][2][3]. Group 1: Financial Performance - In 2024, the company achieved revenue of 5.192 billion yuan, a year-on-year decrease of 5.13%, with a net profit attributable to shareholders of 135 million yuan, down 45.48% [1]. - For Q1 2025, the company reported revenue of 1.34 billion yuan, a year-on-year increase of 3.17%, but a decline in net profit attributable to shareholders by 15.91% [1]. - The decline in performance is attributed to low demand in downstream industries, intensified competition, and increased shipping costs due to complex overseas situations [1]. Group 2: Overseas Market Development - The company has successfully expanded its overseas business, with foreign revenue and gross profit reaching 1.455 billion yuan and 417 million yuan in 2024, accounting for 28% and 42.32% of total revenue and gross profit, respectively [2]. - The gross margin for overseas operations was 28.67%, significantly higher than the domestic gross margin of 15.21% [2]. - The company has established factories in the U.S. and Serbia, with the U.S. factory achieving a 72% increase in sales revenue in 2024, receiving positive feedback from customers [2]. Group 3: Growth Potential in Active Magnesium Oxide - The active magnesium oxide market is identified as a new growth point, primarily used in hydrometallurgical processes for cobalt and nickel extraction [3]. - The company’s new materials division aims to expand into this market, having already been recognized by several hydrometallurgical clients, including Greenmei [3]. - The company currently has a production capacity of 50,000 tons per year for efficient precipitating agents, with plans for a new production line expected to come online soon, potentially increasing theoretical output to 450,000 tons [3]. Group 4: Investment Outlook - The company is expected to benefit from the gradual ramp-up of overseas projects and continued breakthroughs in the active magnesium oxide market, with projected revenues of 5.774 billion yuan, 6.519 billion yuan, and 7.252 billion yuan for 2025, 2026, and 2027, respectively [3]. - Net profits are forecasted to reach 321 million yuan, 535 million yuan, and 874 million yuan for the same years, reflecting significant growth rates [3].

证券代码：002088 证券简称：鲁阳节能 山东鲁阳节能材料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 | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 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 （请文字说明其他活动内容） | | | 参与单位名称 | 线上参与公司 年度网上业绩说明会的投资者 2024 | | | 及人员姓名 | | | | 时间 | 2025 年 5 月 14 日 15：00-17：00 | | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 上市公司接待 | 董事、总经理 Brian Eldon Walker 先生 | | | 人员姓名 | 独立董事朱清滨先生 | | | | 财务负责人姚永华女士 | | | | 副总经理、董事会秘书崔子娆女士 | | | | 年度网上业绩说明会互动交流主要问答如下： 2024 | | | | 1、行业以后的发展前景怎样？ | | | | 答：陶瓷纤维是纤维类轻质耐火 ...

Group 1 - Beijing Lier has invested 200 million RMB in Shanghai Zhenliang Intelligent Technology Co., acquiring 11.43% equity, while Chairman Zhao Wei invested 50 million RMB for 2.86% equity [1][2][3] - Shanghai Zhenliang, founded in 2020, focuses on GPGPU development and manufacturing for AI applications, with a pre-investment valuation of 1.5 billion RMB [2][3] - The company aims to achieve large-scale delivery of its latest GPGPU chips by 2025, having already produced two generations of AI chips [1][2] Group 2 - In 2024, Beijing Lier reported revenue of 6.327 billion RMB, an increase of 11.66%, but net profit decreased by 18.65% to 319 million RMB due to rising raw material costs and declining sales prices [4] - The gross margin for Beijing Lier in 2024 was 14.42%, down from 18.37% the previous year [4] - The company has set ambitious targets, aiming for 7 billion RMB in revenue in 2025, a 10.63% increase, and a net profit of 382 million RMB, a 20% increase [5]

Core Viewpoint - Beijing Lier (002392.SZ) announced a cash investment of 250 million yuan in Shanghai Zhenliang Intelligent Technology Co., Ltd. to seek new growth opportunities amid peak performance in its main business [1][2]. Group 1: Investment Details - The company and its chairman, Zhao Wei, will invest a total of 250 million yuan, with 200 million yuan from the company and 50 million yuan from Zhao Wei [2][3]. - After the investment, Beijing Lier will hold 11.43% and Zhao Wei will hold 2.86% of Shanghai Zhenliang's equity [2]. - The investment is based on a pre-investment valuation of 1.5 billion yuan for Shanghai Zhenliang, which is currently in the early stages of commercialization [2][3]. Group 2: Financial Performance - Beijing Lier's revenue for 2024 is projected at 6.327 billion yuan, a year-on-year increase of 11.66%, but net profit is expected to decline by 18.65% to 319 million yuan due to industry challenges [2][3]. - Shanghai Zhenliang reported a revenue of 24,070.49 yuan for 2024, with a net loss of 190 million yuan, and zero revenue in the first quarter of 2025 [3][4]. Group 3: Market Context - The refractory materials industry, which Beijing Lier operates in, is facing declining demand and rising raw material costs, leading to a need for new growth avenues [2][3]. - The investment in AI chips is seen as a strategic move to enter a capital and technology-intensive sector, although short-term performance improvements are unlikely [1][2]. Group 4: Corporate Governance and Management Changes - The influence of the SenseTime group on Shanghai Zhenliang appears to be waning, with key executives from SenseTime gradually leaving the management team [9][11]. - The current management team of Shanghai Zhenliang lacks direct ties to SenseTime, indicating a shift in corporate governance [9][13]. Group 5: Financial Health - As of the end of 2024, Beijing Lier reported cash reserves of 1.183 billion yuan and a debt-to-asset ratio of 39.39%, indicating a stable financial position [8]. - The company is also planning a small-scale private placement of up to 300 million yuan, although the specific use of funds has not been disclosed [5][6].

哈空调：控股股东获不超过3200万元银行贷款承诺用于增持股份 龙江交通：股东拟减持不超过3%公司股份 5月13日，龙江交通（601188）发布公告称，持股5%以上股东穗甬控股有限公司（简称"穗甬控股"）计 划自2025年6月4日至2025年9月3日期间，通过集中竞价和大宗交易方式减持公司股份，合计减持数量不 超过3947.64万股，占公司总股本的3%。 资料显示，龙江交通成立于2010年3月，主营业务是高速公路收费运营管理。 所属行业：交通运输–铁路公路–高速公路 双一科技：拟收购澳大利亚公司股权及资产 5月13日，双一科技（300690）发布公告称，公司拟通过新设全资子公司双一（澳大利亚）有限公司， 以自筹资金1800万澳元加股权收购调整的价格，收购Marky Industries Pty Ltd的100%股权及Martin Nikolas和Krystyna Maria Nikolas持有的特定资产（土地和厂房）。 资料显示，双一科技成立于2000年3月，主营业务是复合材料的研发、生产、销售和服务。 所属行业：电力设备–风电设备–风电零部件 所属行业：电力设备–电机Ⅱ–电机Ⅲ 5月13日，哈空调（60020 ...

Core Viewpoint - Beijing Lier High-Temperature Materials Co., Ltd. has announced the addition of a temporary proposal for the 2024 Annual General Meeting of Shareholders, which includes a request for authorization to the board for small-scale rapid financing [1][2]. Meeting Details - The 2024 Annual General Meeting is scheduled for May 26, 2025, at 15:00 [3]. - Network voting will be available on the same day, with specific time slots for voting through the Shenzhen Stock Exchange trading system and internet voting system [3][6]. Proposal Information - The proposal for authorization of the board to handle small-scale rapid financing has been approved by the board and will be presented as a temporary proposal at the upcoming shareholders' meeting [2][5]. - The proposal is in compliance with the Company Law and relevant regulations, as the shareholder proposing it holds 24.12% of the company's shares [2]. Voting Procedures - Shareholders can participate in the meeting either in person or through a proxy, with specific documentation required for registration [3][6]. - The meeting will include separate counting of votes from minority investors, excluding certain major shareholders and company executives [5]. Additional Information - The company will provide a network voting platform for shareholders, with detailed procedures outlined for participation [6][8]. - The meeting will also include a report from independent directors regarding their performance for the year 2024 [5].