5月14日，中美关税调整，第一时间接到消息的东莞外贸企业，加班加点生产，争取早点出货早点回 款；有物流公司反映，货柜难得地出现一个多月以来的"爆仓"现象！一时之间，前往美国的海运变得热 闹起来，外贸工厂里，机器轰鸣声不断！ 连日来，记者走访多家外贸企业时发现，企业在赶工完成美国订单的同时，也在积极开拓新的市场。东 莞外贸迎来"大变局"：从早期的单一市场到全球化布局；从纯代工转型为"品牌出海"；推动"出口转内 销"落地，在政企联动下，也正进行得如火如荼！ 企业赶制对美订单，争取尽早出货 "之前暂停的订单，现在全面恢复啦，我们正在努力往前赶！"5月19日，东莞市厨管家电器科技有限公 司（以下简称"厨管家"）销售总监王巍桦在忙碌之余，抽空接受了记者的采访。早前受到关税影响，厨 管家在和美国客户商量后，对美订单暂停生产、发货。在中美互降关税消息传来后，厨管家第一时间接 到了美国客户的通知。"现在工厂在加班加点生产，比较忙，大家都在争取早一点出货，早点收款。" 每年的7月中旬是亚马逊Prime会员日，为了迎接这个购物节，不少跨境电商企业在五六月就会忙碌起 来。莞商跨境创始人、东莞铂力跨境电子商务有限公司首席产品官劳文启 ...

Group 1: 5G Smart Factory Impact - The 5G smart factory has been officially launched after over two years of construction and testing, playing a significant role in the company's smart manufacturing and green transformation [2][3] - Short-term profit enhancement from the 5G smart factory is unlikely due to ongoing adjustments, but it is expected to provide strong momentum for future performance growth [2][3] - The factory achieves a production cycle of 18 seconds per unit and an automation rate of 95%, with energy consumption 20% better than national standards, significantly improving production efficiency and data application [3] Group 2: Trusted Data Space Development - The company is responding to the national "Trusted Data Space Development Action Plan 2024-2028" by building a trusted data space to facilitate data resource sharing and value co-creation [3] - The trusted data space aims to connect various stakeholders in the water industry, enhancing collaboration and promoting high-quality development towards smart and sustainable practices [3] Group 3: Cloud Intelligence Platform - The Cloud Intelligence platform, designed for small and medium-sized water companies, has served over 300 water companies, covering more than 50 million households [4] Group 4: Business Improvement of Tianhe Permanent Magnet - The company has taken over Tianhe Permanent Magnet's operations in 2025, focusing on R&D investment and channel development, achieving a first-pass recovery rate of over 96% for low-content waste materials [5] - The operational status of Tianhe Permanent Magnet is gradually improving through cost control and capacity enhancement [5] Group 5: Market Positioning and Valuation Management - The company emphasizes market management and shareholder returns, focusing on core business, increasing R&D investment, optimizing product structure, and expanding both domestic and international markets to enhance operational performance [5]

Financial Data and Key Metrics Changes - The company reported $43 billion in revenue for FY 2025, with a strong double-digit performance and a 10% comprehensive annual growth in revenue [17][23] - Adjusted EPS growth was noted at 12% annually, alongside a similar growth rate in free cash flow generation [23] Business Line Data and Key Metrics Changes - The largest end market for the company is pharmaceutical and biotech, with significant presence in academic, government diagnostics, healthcare, and industrial markets [18][20] - Over 80% of the company's revenue is derived from services and consumables, indicating a recurring revenue business model [20] Market Data and Key Metrics Changes - Approximately half of the company's business is in North America, with a quarter in Europe and the remainder spread across Asia Pacific and Latin America [20] Company Strategy and Development Direction - The company focuses on creating differentiated value for stakeholders, emphasizing sustainable value creation and corporate social responsibility [17][21] - The PPI business system has been in place for over two decades, providing a competitive advantage and enabling successful acquisitions [22] Management's Comments on Operating Environment and Future Outlook - The management expects a continuing recovery in end markets with an anticipated organic growth of around 3% to 4% [27] - The impact of tariffs and cuts to academic research funding is expected to be a headwind of about 1.5% on growth and earnings, although recent developments suggest a lessening impact [27][28] Other Important Information - The advisory resolution approving executive compensation was not approved, indicating shareholder concerns regarding executive pay [15][16] Q&A Session Summary Question: How does the Compensation Committee use the compensation actually paid total compensation figures in its calculation of the CEO target total compensation award for the upcoming year? - The compensation committee considers various factors including benchmarking information, company performance, and shareholder feedback to ensure alignment with compensation philosophy and strategic market positioning [25][26] Question: How will tariffs and cuts to academic research funding impact the company? - The management noted that tariffs and funding cuts are expected to be a headwind of about 1.5% on growth and earnings, but recent developments suggest a lessening impact [27][28]

Core Viewpoint - In the fiscal year 2024, Shimadzu achieved record revenue for the fifth consecutive year, reaching 539 billion yen (approximately 26.88 billion RMB), with a year-on-year growth of 5% [1][2]. Financial Performance - Despite the challenging environment in fiscal year 2024, Shimadzu reported a slight decline in net profit by 1% to 71.7 billion yen (approximately 3.58 billion RMB) [2]. - In Q4 of fiscal year 2025, Shimadzu's revenue and profit both reached new highs, with revenue increasing by 6% to 154.8 billion yen (approximately 7.74 billion RMB) and profit rising by 12% to 24.7 billion yen (approximately 1.23 billion RMB) [2]. Regional Market Analysis - Japan remains the most significant revenue source for Shimadzu, accounting for 43.5% of total revenue in fiscal year 2024 [5]. - The Chinese market experienced a decline, with revenue falling by 9% to 91.3 billion yen (approximately 4.56 billion RMB) [5]. Segment Performance - The Analytical and Measuring Instruments segment saw a revenue increase of 3% to 347.9 billion yen (approximately 17.4 billion RMB), but operating profit decreased by 9% to 52.1 billion yen (approximately 2.61 billion RMB) due to rising R&D and labor costs [8]. - Core products (LC, MS, GC) had a global sales increase of 3% to 190.5 billion yen (approximately 9.53 billion RMB), with a 7% growth in regions outside China [9]. Strategic Actions - Facing multiple challenges, including tariffs, rising raw material costs, and increased competition from local brands, Shimadzu forecasts a decline in operating profit for fiscal year 2025 to approximately 515 billion yen (about 25.76 billion RMB) and a 19% drop in net profit to 58 billion yen (approximately 2.9 billion RMB) [11]. - The company plans to enhance the promotion of high-value-added products and adjust sales strategies based on regional tariff impacts [11][12]. - In the U.S. market, Shimadzu will implement short-term price adjustments and increase local inventory, while long-term strategies will focus on optimizing sales through its U.S. production base [11]. Innovation and Future Growth - Shimadzu is celebrating its 150th anniversary and aims to contribute to society through science and technology, focusing on healthcare, green energy, and industrial sectors [16]. - The company is set to launch over 10 new products to enhance performance and provide new value to customers [13].

导读： 布鲁克公司发布2025年Q1财报，营收增长11.0%，核心业务BSI表现强劲，但对全年持谨慎态度，受美国研究经费削减等影响，预计营收冲击1亿美元。 公司计划通过成本控制等措施缓解压力。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 在全球科研与经济环境充满不确定性的背景下，Br u k e r（布鲁克）于近日发布了2 0 2 5年第一季度财报，展现出韧性与增长并存的稳健表现。 数据显示 2 0 2 5年Q1实现营收 8 . 0 1 4亿美元 ，比2 0 2 4年Q1的7 . 2 1 7亿美元 增长了11 . 0% 。本季度营收有机增长为2 . 9%，按固定汇率（CER） 计算的营收增长为1 2 . 5%。其中，来自收购的营收增长为9 . 6%，外汇换算则带来1 . 5个百分点的负面影响。 Bruke r 的 核 心 业 务 板 块 —— 科 学 仪 器 （ BSI ） 在 本 季 度 表 现 尤 为 强 劲 ， 营 收 达 7 . 4 4 5 亿 美 元 ， 同 比 增 长 1 4 . 3% ， 有 机 营 收 增 长 5 . 1 ...

Group 1 - The core event was the "5·20 World Metrology Day" held in Suzhou, where the local market supervision bureau presented outstanding achievements in metrology work from the previous year, focusing on electronic weighing scale regulation in agricultural markets, the construction of instrument and meter industrial parks, and the development of metrology talent [1] - The local market supervision bureau has strengthened metrology technology research and testing services to meet industrial development needs, promoting deep integration of metrology testing with industry, and accelerating the establishment of industrial metrology testing centers [1] - Suzhou has established several metrology testing centers, including a national flat panel display industry metrology testing center and provincial centers for cold chain logistics and nanomaterials, among others, and has developed 36 calibration standards and testing methods [1] Group 2 - The instrument and meter industry in Suzhou is rapidly developing, with strong competitive advantages in various sub-sectors such as electronic measurement instruments and medical equipment manufacturing [2] - In 2024, Suzhou High-tech Zone was approved to build a provincial-level instrument and meter industrial park, currently housing about 250 related enterprises, making it a leading area in the country [2] - The local market supervision department plans to conduct a series of promotional activities to showcase the importance of metrology in supporting industrial development, safeguarding public interests, and promoting technological innovation [2]

Core Viewpoint - The legal opinion letter from Beijing Hairun Tianrui Law Firm confirms that Hangzhou Xili Intelligent Technology Co., Ltd. has complied with necessary procedures and regulations for its 2025 restricted stock incentive plan, including the approval and authorization processes [1][3][6]. Group 1: Approval and Authorization - The company’s board of directors and supervisory board approved the incentive plan and its related documents on April 25, 2025 [3][4]. - The company conducted a public solicitation for proxy voting rights from independent directors regarding the incentive plan on April 28, 2025 [5]. - The annual shareholders' meeting scheduled for May 20, 2025, will review the incentive plan and related matters [5][6]. Group 2: Granting Conditions and Objects - The incentive plan allows for the granting of 3.1 million restricted shares to 81 incentive objects at a price of 5.54 yuan per share, as approved on May 20, 2025 [6][9]. - The granting conditions require that neither the company nor the incentive objects have encountered any disqualifying events as outlined in the relevant regulations [8][9]. Group 3: Conclusion - The legal opinion concludes that all necessary approvals and authorizations have been obtained, and the granting date and objects comply with the relevant laws and regulations [9][10].

证券代码：430476 证券简称：海能技术 公告编号：2025-062 海能未来技术集团股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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 带法律责任。 一、投资者关系活动类别 □特定对象调研 □其他 二、投资者关系活动情况 活动时间：2025 年 5 月 19 日 活动地点：海能未来技术集团股份有限公司（以下简称"公司"）通过中证 网"中证路演中心"（https://www.cs.com.cn/roadshow/yjsmh/）召开了 2024 年年度报告暨 2025 年第一季度报告说明会。 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 参会单位及人员：通过网络方式参加公司 2024 年年度报告暨 2025 年第一季 度报告说明会的投资者。 上市公司接待人员：公司董事长张振方先生；公司董事、总经理徐渊先生； 公司董事会秘书宋晓东先生；公司财务负责人崔国强先生；公司保荐代表人马婧 瑶女士。 三、投资者关系活动主要内容 本次说明会通过视频对公司情况及2024 ...

第一条 为维护公司、股东和债权人的合法权益，规范公司的组织和行为， 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券 法》（以下简称《证券法》）和《上市公司股东大会规则》（以下简称："《股东大 会规则》"）《上市公司章程指引《深圳证券交易所股票上市规则》（以下简称： "《上市规则》"）《深圳证券交易所上市公司自律监管指引第 1 号—主板上市公 司规范运作》（以下简称："《监管指引》"）其他有关规定，制订本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司（以下 简称"公司"）。 公司由武汉高德红外技术有限公司依法整体变更、以发起方式设立；在武 汉市市场监督管理局注册登记，取得营业执照，营业执照注册号 武汉高德红外股份有限公司 公司章程 二〇二五年五月 （2024 年年度股东大会审议通过） 第一章 总则 第三条 公司于 2010 年 4 月 21 日经中国证券监督管理委员会（以下简称： "中国证监会"）批准，首次向社会公众发行人民币普通股 75,000,000 股，于 第四条 公司注册名称及住所： 中文名称：武汉高德红外股份有限公司 英文名称：WuhanGuideInf ...

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting (AGM) scheduled for May 29, 2025, to discuss various proposals including financial reports, budget plans, and governance changes [5][6][18]. Meeting Procedures - The AGM will be held at the company's meeting room in Wuhan, with both on-site and online voting options available [5][6]. - Attendees must register 30 minutes prior to the meeting and present necessary identification documents [2][3]. - Voting will be conducted through a combination of on-site and online methods, with results announced after the meeting [2][5]. Proposals for Discussion - Proposal 1: Approval of the 2024 Annual Report and its summary, which has been prepared in accordance with relevant regulations [6][7]. - Proposal 2: Approval of the 2024 Board of Directors' Work Report, summarizing the main activities and achievements of the board [8]. - Proposal 3: Approval of the 2024 Supervisory Board's Work Report, detailing the supervisory activities conducted during the year [9]. - Proposal 4: Approval of the 2024 Independent Directors' Work Report, summarizing the independent directors' contributions [9]. - Proposal 5: Approval of the 2024 Financial Settlement Report, providing a comprehensive overview of the company's financial status [10]. - Proposal 6: Approval of the 2025 Financial Budget Report, projecting a revenue growth rate of 30% to 60% for the upcoming year [12]. - Proposal 7: Approval of the 2024 Profit Distribution Plan, proposing a cash dividend of 3.50 yuan per 10 shares, totaling approximately 35.04 million yuan [13]. - Proposal 8: Renewal of the external audit firm for the 2025 fiscal year, with the firm being Tianzhi International Accounting Firm [14]. - Proposal 11: Approval for the company and its subsidiaries to apply for a comprehensive credit limit of up to 1 billion yuan [18]. - Proposal 12: Proposal to abolish the Supervisory Board and amend the company's articles of association to enhance governance [19]. Financial Performance - In 2024, the company achieved a revenue of 873.13 million yuan, a year-on-year increase of 26.23%, while the net profit attributable to shareholders decreased by 15.03% to 112.75 million yuan [23]. - The total assets of the company reached 1.55 billion yuan, reflecting a growth of 25.01% compared to the previous year [23]. Governance Changes - The company plans to eliminate the Supervisory Board, transferring its responsibilities to the Audit Committee of the Board of Directors to streamline governance [19][20]. - The company will revise its governance documents to improve operational efficiency and compliance with updated regulations [20][21].