| | 订单充足，感谢您对公司的关注。 | | --- | --- | | 日期 | 2025-11-20 | 投资者关系活动记录表 编号：2025-002 | 投资者关 | □特定对象调研 分析师会议 □ | | --- | --- | | □ 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 | 投资者网上提问 | | 名称及人 | | | 员姓名 | | | 时间 | 年 月 日 下午 2025 11 20 (周四) 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | 用网络远程的方式召开业绩说明会 | | | 1、董事长李晓华 | | | 2、董事、总经理朱明园 | | 上市公司 | 3、董事、副总经理杨海波 | | 接待人员 | 4、独立董事王东民 | | 姓名 | 5、独立董事刘阿苹 | | | 6、独立董事陈爱东 | | | 7、董事会秘书、财务总监唐晶莹 | | | 公司将会议中投资者所 ...

Core Viewpoint - Qingdao Huasheng Intelligent Equipment Co., Ltd. has submitted a completion report for its counseling work to the Qingdao Securities Regulatory Bureau, marking a significant step towards its capital market debut [1] Group 1: Company Overview - Huasheng Intelligent was established in 2019 and provides intelligent production line logistics system solutions and intelligent warehousing logistics system solutions across multiple industries, including rubber tire, new energy, and pharmaceuticals [1] - Major clients include Shengkong Co., Guizhou Tire, and Pulin Chengshan, with products also sold in overseas markets such as Vietnam and Thailand, laying a foundation for the company's future international development [1] Group 2: Financial Performance - From 2022 to 2024, the company's operating revenue is projected to grow from 331 million to 733 million yuan, while net profit is expected to increase from 34.82 million to 88.34 million yuan [1] - The compound annual growth rates for revenue and net profit are 50.7% and 61.2%, respectively, reflecting the company's strong growth momentum and good profitability [1] Group 3: IPO Progress - The company is set to officially list on the New Third Board on January 20, 2025, and successfully transitioned to the innovation layer on May 20, 2025, four months after its initial listing [1] - During the IPO process and counseling for listing on the Beijing Stock Exchange, the sponsoring institution assisted in resolving several key issues, confirming that the company meets the necessary conditions to become a listed entity [1]

Core Insights - The introduction of the "Code-based" site selection mini-program in Huai'an Economic Development Zone significantly enhances the efficiency of industrial land selection by providing clear information about land indicators and surrounding environments [1][2]. Group 1: Innovation in Site Selection - The mini-program addresses issues of information asymmetry and transparency in land promotion, allowing for a more proactive approach to site selection [1]. - Companies can quickly filter available land parcels by scanning a QR code, accessing detailed information about land boundaries, area, planning purposes, and acquisition [2]. - The use of aerial imagery and AI views in the mini-program allows businesses to visually assess the surrounding environment, improving the overall site selection experience [2]. Group 2: Strategic Planning and Industry Development - The mini-program is based on land spatial planning and aligns with the development of key industries such as new-generation information technology, photovoltaic new energy, and automotive components [2]. - The platform promotes the use of existing land for new projects, facilitating the clustering of upstream and downstream industries, thereby creating a comprehensive industrial chain [2]. Group 3: Enhanced Service Efficiency - The mini-program features graded management of land parcels, enabling the generation of land reports and facilitating on-site selection [3]. - A total of 36 projects covering an area of 2,970 acres have successfully utilized this service, demonstrating its effectiveness in attracting significant health industry projects [3]. - Future plans include further integration of digital services and streamlined approval processes to support the development of a "3+3" industrial cluster [3].

Core Viewpoint - The stock of Xian Dao Intelligent Equipment Co., Ltd. experienced a decline of 6.35% on November 18, with a trading volume of 5.304 billion yuan, indicating significant market activity and investor sentiment shifts [1]. Financing Summary - On November 18, Xian Dao Intelligent had a financing buy-in amount of 454 million yuan and a financing repayment of 812 million yuan, resulting in a net financing outflow of 358 million yuan [1]. - As of November 18, the total financing and securities lending balance for Xian Dao Intelligent was 4.53 billion yuan, with the financing balance accounting for 5.56% of the circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company had a securities lending repayment of 11,700 shares and a securities lending sell amount of 3,700 shares, with a total securities lending balance of 18.62 million yuan, also reflecting a high level of activity [1]. Company Overview - Xian Dao Intelligent, established on April 30, 2002, and listed on May 18, 2015, specializes in the research, design, production, and sales of automation equipment and solutions [2]. - The company's revenue composition includes 68.76% from lithium battery intelligent equipment, 15.76% from other sectors, 8.04% from photovoltaic intelligent equipment, 6.44% from intelligent logistics systems, and 0.95% from 3C intelligent equipment [2]. - As of September 30, the company reported a revenue of 10.439 billion yuan for the first nine months of 2025, representing a year-on-year growth of 14.56%, and a net profit attributable to shareholders of 1.186 billion yuan, reflecting a significant increase of 94.97% [2]. Dividend and Shareholder Information - Since its A-share listing, Xian Dao Intelligent has distributed a total of 3.149 billion yuan in dividends, with 1.461 billion yuan distributed over the past three years [3]. - As of September 30, 2025, the company had 280,900 shareholders, an increase of 162.02% from the previous period, with an average of 5,551 circulating shares per shareholder, a decrease of 61.84% [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which holds 68.2761 million shares, and several ETFs, indicating a diverse institutional interest in the company [3].

证券代码：688638 证券简称：誉辰智能 公告编号：2025-049 特此公告。 深圳市誉辰智能装备股份有限公司 关于参加2025年度深圳辖区上市公司投资者网上集体接待日活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 为进一步加强与投资者的互动交流，深圳市誉辰智能装备股份有限公司（以下简称"公司"）将参加由深 圳证监局和中证中小投资者服务中心指导、深圳上市公司协会与深圳市全景网络有限公司联合举办 的"2025年度深圳辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站(http://rs.p5w.net)，或关注微信公 众号：全景财经，或下载全景路演APP,参与本次互动交流，活动时间为2025年11月20日(周四)14:30- 17:00。届时公司董事、高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激 励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与! 深圳市誉辰智能装备股份有限公司 ...

Core Viewpoint - The company has established a nationwide sales network and is actively expanding its overseas market presence, particularly in Southeast Asia, South Asia, Europe, and North America [2]. Group 1 - The company has been asked about its exports to EU countries over the past two years [2]. - The company currently has overseas downstream customers in some EU countries, but its main focus remains on Southeast Asian and South Asian countries such as Vietnam, Cambodia, India, and Pakistan [2].

Core Viewpoint - Meihe Co., Ltd. is facing a situation of profit growth without revenue increase, as its chairman Wang Jinping has been placed under investigation and detention [2][5]. Group 1: Company Leadership Changes - Wang Jinping, the chairman and actual controller of Meihe Co., Ltd., has been placed under investigation and detention, leading to Zhang Kaixu, the general manager, temporarily assuming the chairman's responsibilities [3][5]. - Zhang Kaixu, born in 1983, has been with the company in various roles since 2015 and is currently the highest-paid employee with a salary of 517,700 yuan for 2024 [3][7]. Group 2: Financial Performance - For the first three quarters of 2025, Meihe Co., Ltd. reported revenue of 857 million yuan, a year-on-year decrease of 4.78%, while net profit attributable to shareholders increased by 46.87% to 98.42 million yuan [4][9][10]. - The decline in revenue is attributed to the nature of the company's products, which are essential production equipment rather than everyday materials, leading to fluctuations in customer purchasing patterns [9]. Group 3: Shareholder Activity - In a short span from July 8 to September 16, 2025, four shareholders, including both institutional and individual investors, reduced their holdings in Meihe Co., Ltd., collectively cashing out over 140 million yuan [4][11][13]. - Notable reductions included a significant stake sold by Weifang Heli Investment Center and other shareholders, indicating a trend of shareholder exits during this period [11][12].

本报讯 （记者袁传玺）天眼查工商信息显示，近日，四川普西智能装备有限公司成立，法定代表人为 饶德军，注册资本2500万元，经营范围包括通用设备制造、特殊作业机器人制造、工业机器人制造、服 务消费机器人制造等。股东信息显示，该公司由五粮液（000858）集团旗下四川省宜宾普什集团有限公 司、上海西井科技股份有限公司、四川安吉物流集团有限公司、四川省宜宾丽彩集团有限公司、四川海 大橡胶集团有限公司共同持股。 ...

Group 1 - The company has received a "Case Filing Notice" and a "Detention Notice" from the Xuecheng District Supervisory Committee of Zaozhuang City, leading to the temporary assumption of chairman duties by Zhang Kaixu, the general manager [2] - The company emphasizes that this matter will not significantly adversely affect its normal production and operations, and as of the announcement date, it has not received any investigation documents from authorities [2] - The company has a robust corporate governance structure and internal control system, ensuring that daily operations are managed by the executive team, with other directors and senior management continuing their duties normally [2] Group 2 - For the first three quarters of 2025, the company reported operating revenue of 857 million yuan, a year-on-year decrease of 4.8%, while net profit attributable to shareholders increased by 46.9% to 98.42 million yuan [3] - The company's net profit after deducting non-recurring gains and losses rose by 60.3% to 84.51 million yuan, with an operating cash flow net amount of -2.42 million yuan, a decline of 102.9% year-on-year [3] - In the third quarter, the company achieved operating revenue of 248 million yuan, down 2.6% year-on-year, while net profit attributable to shareholders increased by 15.2% to 30 million yuan [4] - As of the end of the third quarter, the company's total assets were 3.05 billion yuan, a slight decrease of 0.04% from the end of the previous year, while net assets attributable to shareholders grew by 4.7% to 1.926 billion yuan [4]

Group 1 - The core point of the news is that Maihe Robotics Automation Co., Ltd. experienced a significant stock decline of 8.81%, with the current share price at 22.99 yuan and a total market capitalization of 4.292 billion yuan [1] - The company, established on January 23, 2010, and listed on December 7, 2021, primarily focuses on intelligent equipment systems and power energy supply systems, with 99.94% of its revenue coming from these main business areas [1] - The trading volume for the stock was 11.3657 million yuan, with a turnover rate of 0.69% [1] Group 2 - Among the top ten circulating shareholders of Maihe, E Fund's ETF (159530) entered the list in the third quarter, holding 845,500 shares, which is 1.18% of the circulating shares, resulting in a floating loss of approximately 1.8771 million yuan [2] - The E Fund National Robot Industry ETF (159530) was established on January 10, 2024, with a current scale of 13.315 billion yuan, achieving a year-to-date return of 24.76% and a one-year return of 22.18% [2] - The fund manager, Li Shujian, has a tenure of 2 years and 71 days, with a total fund size of 20.057 billion yuan, achieving a best return of 99.79% during his tenure [3]