证券代码：300509 证券简称：新美星 投资者关系活动记录表 江苏新美星包装机械股份有限公司 投资者关系活动记录表 第 2 页 共 2 页 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 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） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 9 日(周五)下午 15:00——17:00 | | 地点 | 公司通过深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn） | | | "云访谈"栏目，采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长何云涛 | | 员姓名 | 2、财务总监陈红 | | | 3、独立董事李苒洲 | | | 4、董事会秘书张钦杰 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司本期的盈利水平如何？ | | | ...

Group 1: Company Overview - Hangzhou Lianchuan Biotechnology Co., Ltd. (Lianchuan Bio) has submitted an IPO application to the Beijing Stock Exchange, aiming to raise 300 million yuan, significantly reduced from the previous 608 million yuan planned for the Sci-Tech Innovation Board [1][3] - Lianchuan Bio focuses on the field of genetic technology, providing advanced research services and solutions based on high-throughput sequencing and bioinformatics technology [3][4] - The company has developed innovative gene detection medical devices, integrating basic research with clinical applications [3] Group 2: Financial Performance - As of December 31, 2024, Lianchuan Bio's total assets are projected to be approximately 771.54 million yuan, with total equity of about 536.42 million yuan [5] - The company reported a net profit of approximately 60.06 million yuan for the year ending December 31, 2024, with a gross profit margin of 48.73% [5] - The weighted average return on equity is expected to be 11.87% for 2024, with basic earnings per share projected at 1.29 yuan [5] Group 3: Use of Proceeds - The funds raised from the IPO will be allocated to three main projects: expansion and upgrade of the genetic technology product and service platform (20 million yuan), research and development of molecular diagnostic reagents (5 million yuan), and supplementing working capital (5 million yuan) [6] Group 4: Company Overview (Jianxin Superconductor) - Ningbo Jianxin Superconductor Technology Co., Ltd. specializes in the research, production, and sales of core components for medical magnetic resonance imaging (MRI) equipment, including superconducting magnets and gradient coils [8] - The company is one of the earliest manufacturers in China to produce high-field superconducting magnets at scale, breaking the long-standing monopoly of foreign companies [8][9] - Jianxin Superconductor aims to raise funds through an IPO, with a target of issuing up to 41.92 million shares [9] Group 5: Financial Performance (Jianxin Superconductor) - For the year ending December 31, 2024, Jianxin Superconductor's total assets are projected to be approximately 671.28 million yuan, with a net profit of about 55.78 million yuan [10] - The company has a projected gross profit margin of 12.28% and basic earnings per share of 0.44 yuan for 2024 [10] Group 6: Use of Proceeds (Jianxin Superconductor) - The IPO proceeds will be used for several projects, including the production of 600 sets of non-liquid helium superconducting magnets (27.5 million yuan), upgrading the production of high-field medical superconducting magnets (26 million yuan), and research on new superconducting magnets (24 million yuan) [11]

编号：2025-01 | 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 | 线上参与博亚精工（300971）2024年度网上业绩说明会的全体投资 者 | | 时间 | 2025年05月09日 15:30-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长、总经理 李文喜 | | | 董事、财务总监 康晓莉 | | | 独立董事 董敏 | | | 董事会秘书 钟声 1.公司特种装备配套零部件业务营收下降明显，未来该业务板 | | | 块有哪些新的市场拓展计划和产品研发方向？ | | 投资者关系活动主要内容 | 答:您好！公司特种装备配套零部件业务受需求影响存在波 | | 介绍 | 动，目前市场需求回暖趋势明显，公司与核心客户建立了长期紧密 | | | 的合作关系，积极配合装备使用单位、主机厂推进新型装备配套项 ...

两部门：2025年将选择34个左右的城市开展第三批中小企业数字化转型城市试点工作 智通财经5月9日电，财政部办公厅、工业和信息化部办公厅发布关于做好2025年中小企业数字化转型城 市试点工作的通知。2025年将选择34个左右的城市开展第三批试点工作，试点城市应为地级市及以上， 包括各省（区）的省会城市、其他地级市，直辖市所辖区县。已纳入前两批试点范围的城市不得重复申 报。第三批城市试点实施期两年，自实施方案批复之日起开始计算。试点城市应坚持推动传统产业改造 升级和促进战略新兴产业、未来产业发展并重，在计算机和通信电子设备制造、通用和专用设备制造、 汽车制造等制造业重点行业中选择具体细分领域开展数字化转型试点，选取的细分行业应符合国家区域 战略发展规划和产业导向，体现自身产业基础和特色优势，具有产值规模较大、中小企业集聚度较高、 改造潜力较深、改造后效益提升明显的特征，避免分散。要结合不同行业特点，深入梳理行业共性改造 需求，分业分级推进试点企业的数字化改造。 ...

瀚川智能公告，公司董事、副总经理郭诗斌因个人原因辞职，辞去所有职务。郭诗斌辞职后不再担任公 司任何职务。郭诗斌持有公司股票389.75万股，占总股本的2.22%。 ...

成都利君实业股份有限公司 投资者关系活动记录表 编号：2025-01 | | □特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投 资 者 关 系 | □媒体采访 ■业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | 活动类别 | □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 | 通过全景网"投资者关系互动平台"网络远程参与公司 2024 | | 年年度业绩 | | | 说明会的投资者 | | | | 名 | | | | | 时间 | 2025 年 5 月 9 日 15:00—17:00 | | | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | | | 上 市 公 司 接 | | | 总经理、财务总监林麟先生，董事会秘书胡益俊先生，独立董事胡宁先生， | | 待人员姓名 | 证券事务代表高峰先生。 | | | | | 容如下： | | | | | 1、请问贵公司出口南亚国家的歼 10 战机有没有贵公司 ...

Market Position and Competitive Advantage - The company holds a market share of over 50% in the carbon fiber production line sector, establishing itself as a leader in the domestic specialized equipment industry [2][15]. - Compared to international competitors, the company offers a higher cost-performance ratio and effective after-sales service, while it possesses unique independent innovation capabilities and leading production costs compared to domestic rivals [2][3]. Project Developments - The company is progressing well with the contract for a 50,000-ton main process device of the 150,000-ton green recycled new materials project, expected to be delivered in 2025 [3][9]. - The company has signed strategic cooperation agreements with various partners for charging station construction, with 177 sites approved and 82 signed contracts as of 2024 [3][4]. Industry Trends and Future Outlook - The company anticipates significant growth in the recycled fiber market, projected to increase from approximately 12 billion RMB in 2019 to around 20 billion RMB by 2025 [8][9]. - The company is focusing on the low-altitude economy and robotics sectors, with plans to develop electric vertical takeoff and landing aircraft components and exoskeleton robots [5][6]. Financial Performance - In 2024, the company achieved a total revenue of 1.728 billion RMB, a 12.25% increase from the previous year, while net profit decreased by 18.53% to 146.9 million RMB [19]. - The overall gross margin for 2024 was 29.21%, reflecting a decline of 3.06 percentage points due to changes in revenue composition [19]. Talent and R&D Investment - The company invested 120.21 million RMB in R&D in 2024, a 5.26% increase year-on-year, with 348 technical R&D personnel, accounting for 22.64% of the workforce [17][28]. - The "1511 Talent Action Plan" aims to attract high-level talent, with 10 PhDs and 47 master's graduates recruited in 2024 [17][20]. Shareholder Returns - The proposed profit distribution for 2024 includes a cash dividend of 1.50 RMB per 10 shares, totaling approximately 77.95 million RMB [19].

Group 1: Industry Performance and Challenges - In 2024, the company's revenue from the photovoltaic sector was significantly impacted by rapid capacity expansion, intensified market competition, and continuous price declines in the industry [2] - The gross profit margin and capacity utilization of the company's subsidiaries in diamond wire and slicing services decreased, leading to lower-than-expected profitability, aligning with the overall industry trend [2] - The company plans to enhance its business development in consumer electronics, semiconductors, and new energy vehicles to improve profitability and achieve high-quality growth [2] Group 2: Consumer Electronics and AI Integration - The consumer electronics industry began to recover in the first half of 2024, driven by the explosion of AI technology, with significant market potential for products like smartphones and wearable devices [3] - The company's precision multi-wire cutting machines and grinding polishing machines are deeply applied in the smart terminal field, providing new opportunities in emerging sectors [3][4] - The integration of AI in new smart devices, such as AI glasses and headsets, is expected to drive innovation and product updates, with global shipments of smart glasses projected to reach 12.05 million units by 2025 [4] Group 3: Semiconductor Market Outlook - The global silicon carbide (SiC) market is rapidly growing, with projections indicating that the SiC power device market could reach $8.9 billion by 2028 and nearly $15 billion by 2030, capturing about 24% of the overall power device market [5] - The company is positioned as a major supplier of precision cutting, grinding, and polishing equipment for SiC substrate processing, with ongoing advancements in 6-inch to 8-inch substrate technology [6] Group 4: Magnetic Materials and Market Demand - Magnetic materials are essential for various industries, including wind power, electronics, and new energy vehicles, with increasing demand driven by the growth of emerging sectors [7] - The company has developed high-precision multi-wire cutting machines specifically for magnetic materials, aiming to meet the efficiency and automation needs of downstream customers [7] Group 5: Business Strategy and Future Growth - The company is focusing on optimizing its business structure and leveraging its integrated technology advantages to enhance profitability and market competitiveness [9] - The company has achieved full production capacity in its silicon wafer processing business, improving profitability through cost reduction and efficiency enhancement [8] - The company remains confident in the future of photovoltaic energy as a key focus for global energy development, despite advancements in nuclear power technology [8]

广州华研精密机械股份有限公司 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 投资者网上提问 时间 2025 年 5 月 8 日 (周四) 下午 15:00~17:00 地点 公司通过深圳证券交易所"互动易"平台 （https://irm.cninfo.com.cn） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事长包贺林先生 2、董事、总经理温世旭先生 3、董事、财务总监、董事会秘书李敏怡女士 4、独立董事易兰女士 5、保荐代表人吕德利先生 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、 公司本期盈利水平如何？ 公司 2025 年第一季度归属于上市公司股东的净利润 1,408.15 万元， 比上年同期增长 2.1%。 2、 公司 2024 年营收和净利同比提升的原因是什么？ 随着公司募投项目陆续建设完成，产能提升后公司销售额得到增长 ...

Group 1: Financial Performance - The company achieved a record high net profit of 2.24 billion in 2024, representing a year-on-year growth of 8.64% [7] - In Q1 2025, the company reported revenue of 346 million, a year-on-year increase of 54.80%, and a net profit of 28.5 million, up 40.66% [11] - The company has set a challenging net profit target of 392 million for 2025, following a failure to meet the previous year's target of 280 million [4] Group 2: Market and Sales Performance - The company exceeded its initial sales target by achieving over 200 orders in the leasing market, compared to the original goal of 100 [2] - As of April 2025, the leasing industry sales reached two-thirds of the total sales for 2024 [2] - The company is actively pursuing military product projects, indicating an improvement in the military market compared to previous years [2] Group 3: Asset Management and Investments - The company expects to recognize an investment gain of approximately 20 million from the sale of Shanghai Liangji, which has completed all industrial and commercial changes [3] - The company is in the process of disposing of idle assets, including the Huizhou Lianshuo project, which is currently undergoing necessary certifications [3] Group 4: Corporate Governance and Shareholder Relations - As of April 30, 2025, the number of shareholders is 49,633 [6] - The company is in communication with major shareholder Shanghai Dinghang regarding their commitment to increase their stake, ensuring compliance with disclosure obligations [5] Group 5: Product Development and Innovation - The company launched a high-altitude drone fire truck in 2024, designed for urban high-rise fire emergencies, with a maximum firefighting height of 155.1 meters [10] - The first drone fire truck has been marketed successfully, with expectations for additional orders in the current year [10]