天眼查商业履历信息显示，艾艾精密工业输送系统(上海)股份有限公司，成立于1997年，位于上海市， 是一家以从事专用设备制造业为主的企业。企业注册资本13067.32万人民币，实缴资本1400.7113万人民 币。公司法定代表人为涂国圣。 通过天眼查大数据分析，艾艾精密工业输送系统(上海)股份有限公司共对外投资了6家企业，参与招投 标项目65次，知识产权方面有商标信息21条，专利信息76条，此外企业还拥有行政许可9个。 来源：金融界 金融界消息 截至2025年5月8日收盘，*ST艾艾（603580）报收于13.75元，下跌3.98%，换手率11.82%， 成交量15.44万手，成交金额2.12亿元。 资金流向方面，今日主力资金净流入7850.08万元，占比成交额37.02%。其中，超大单净流入6546.09万 元、占成交额30.87%，大单净流入1303.99万元、占成交额6.15%，中单净流出流出4213.87万元、占成 交额19.87%，小单净流出3636.21万元、占成交额17.15%。 *ST艾艾最新一期业绩显示，截至2025一季报，公司营业总收入4764.06万元、同比增长30.18%，归属净 利润5 ...

耐科装备公告，公司核心技术人员汪祥国先生因个人原因申请不再继续返聘并已办理完成离职手续，不 再担任公司任何职务。汪祥国先生工作期间参与的知识产权均为职务成果，相关所有权均归属于公司， 不存在涉及职务成果、知识产权相关的纠纷或潜在纠纷，其离职不影响公司知识产权的完整性。公司将 不再认定汪祥国先生为公司核心技术人员。 ...

经营范围含石油钻采专用设备销售；工程和技术研究和试验发展；特种设备销售；金属制品销售；电气 设备销售；普通机械设备安装服务；机械设备销售；建筑材料销售；五金产品批发；建筑装饰材料销 售；服装服饰批发；劳动保护用品销售；金银制品销售；化工产品销售（不含许可类化工产品）；电 子、机械设备维护（不含特种设备）；机械设备租赁；租赁服务（不含许可类租赁服务）；技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广；石油制品销售（不含危险化学品）；城市绿化 管理；塑料制品销售；安全系统监控服务；日用杂品销售；办公用品销售；纸制品销售；单位后勤管理 服务；广告制作；专用设备修理；五金产品零售；专用化学产品销售（不含危险化学品）；专用化学产 品制造（不含危险化学品）；石油钻采专用设备制造。（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）许可项目：道路货物运输（不含危险货物）；民用核安全设备安装；特种设备检验检 测；特种设备安装改造修理；建设工程施工；住宅室内装饰装修；住宿服务；港口经营；特种设备制 造。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件 或许可证件为准） ...

3、 公司下游炭黑生产企业是否涉及导电炭黑或特种炭黑的生产？ 答：公司生产的炭黑装备可应用于导电炭黑及特种炭黑生产线，并已为黑 猫股份（SZ002068）、永东股份（SZ002753)、联科科技（SZ001207）等众多 知名炭黑企业的生产线提供过上述装备。未来，随着导电炭黑及特种炭黑应用 空间的持续拓展，也将对公司炭黑装备的销售起到一定的积极作用。 4、 公司毛利率保持较高水平的原因？ 证券代码：300950 证券简称：德固特 青岛德固特节能装备股份有限公司 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（券商策略会） 参与单位名称 及人员姓名 华创证券 於尔东 中财招商 杨 旭 果行育德 宋海亮 时间 2025 年 5 月 7 日 15:30-16:30 地点 券商策略会会场（上海） 上市公司 接待人员姓名 董事、副总经理、财务总监、董事会秘书 高琳琳 投资者关系 活动主要内 容介绍 1、 公司 2024 年及 2025 年一季度业绩情况？ 答：2024 年度，公司实现营业收入 5.0 ...

Core Viewpoint - The company TOPcon is entering a harvest period for orders, with rapid revenue and performance growth expected in 2024 and Q1 2025. The company has established a business matrix in photovoltaic, semiconductor, and lithium battery equipment, actively working towards becoming a platform-type company [1]. Investment Highlights - The company is adjusting its EPS estimates for 2025 and 2026 to 6.31 and 4.19 CNY respectively, with a new EPS estimate for 2027 at 3.81 CNY. The target price is lowered to 69.41 CNY, maintaining a buy rating based on a 2025 PE of 11 times, compared to the average PE of 10.75 times for comparable companies [2]. - The company expects steady growth in 2024, with projected revenue of 18.887 billion CNY, a year-on-year increase of 116.26%, and a net profit of 2.764 billion CNY, up 69.18%. For Q1 2025, the revenue is expected to be 4.099 billion CNY, a year-on-year increase of 58.95%, with a net profit of 708 million CNY, up 22.42% [2]. Profitability Analysis - The company's profitability shows short-term fluctuations, with a gross margin of 26.46% and a net margin of 14.65% for 2024, reflecting year-on-year changes of -2.49 percentage points and -4.12 percentage points respectively. For Q1 2025, the gross margin and net margin are 27.52% and 17.28%, showing year-on-year declines of -5.42 percentage points and -5.21 percentage points [3]. - In terms of expense management, the company reported sales, management, R&D, and financial expense ratios of 0.88%, 1.14%, 3.44%, and -0.73% for 2024, with year-on-year changes of -1.75 percentage points, -0.93 percentage points, -1.91 percentage points, and +1.41 percentage points. For Q1 2025, these ratios were 0.85%, 0.96%, 3.95%, and -0.41%, with similar year-on-year changes [3]. Equipment Layout and Technological Development - The company is actively developing a technology platform across multiple sectors. In the photovoltaic equipment sector, it continues to innovate and improve product quality for new technology routes such as TOPCon, HJT, XBC, and perovskite. In the semiconductor equipment sector, its subsidiary has won orders for silicon carbide wet processing equipment, demonstrating the ability to replace imported equipment while expanding into the European and Asian markets [4]. - In the lithium battery equipment sector, the company has successfully launched its self-developed double-sided copper foil sputtering coating equipment and has delivered new vacuum winding aluminum foil coating equipment and thin-film capacitor winding coating equipment to customers [4].

国内市场需求：去年同期国内需求相对较好，今年国内需 求较为疲软，预计今年上半年国内订单需求仍然有一定压力， 下半年同期基数低，在下游需求保持稳定的情况下有望逐步改 善。 证券简称：弘亚数控 证券代码：002833 转债简称：弘亚转债 转债代码：127041 广州弘亚数控机械股份有限公司 投资者关系活动记录表 编号：20250506 投资者关系活 动类别 特定对象调研 媒体采访 新闻发布会 现场参观 分析师会议 业绩说明会 路演活动 其他 电话会议 参与单位名称 及人员姓名 详见附件 时间 2025 年 5 月 6 日 9:30 地点 公司会议室 上市公司 接待人员姓名 副总经理、董事会秘书 莫晨晓 证券部高级部长 马涵 投资者关系活 动主要内容介 绍 公司副总经理、董事会秘书莫晨晓及证券部高级部长马涵 与投资者交流了公司 2025 年第一季度经营情况，主要内容如 下： （一）报告期内公司经营情况 1、财报与业绩相关 2025 年 Q1 业绩：2025 年 1 至 3 月，公司实现营收 6.54 亿元，归母净利润 1.32 亿元，扣非净利润 1.07 亿元，经营性 现金流净额 1.4 亿元，超过归母净利润和扣非 ...

丨证券研究报告丨 公司研究丨点评报告丨宇通重工（600817.SH） [Table_Title] 信用减值损失冲回带动利润提升，拟挂牌出售环 卫业务聚焦设备主业 报告要点 [Table_Summary] 宇通重工 2025Q1 实现营业收入 7.07 亿元，同比增长 0.79%，归母净利润 0.52 亿元，同比增 长 62.47%，扣非归母净利润 0.40 亿元，同比增长 51.09%，资产减值减少及信用减值冲回两 者合计影响 Q1 税前利润 6,655.44 万元，是造成 Q1 利润大增的主要影响因素。2025Q1 公司 毛利率继续下行，费用率略有提升，公司近期挂牌出售环卫服务业务，聚焦设备主业，长期看 好公司竞争优势带动业绩回暖增长。 分析师及联系人 [Table_Author] 徐科 任楠 贾少波 李博文 盛意 SAC：S0490517090001 SAC：S0490518070001 SAC：S0490520070003 SAC：S0490524080004 SFC：BUV415 SFC：BUZ393 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 宇通 ...

Core Viewpoint - Hanbang Technology (688755.SH) is set to be listed on the Sci-Tech Innovation Board, focusing on chromatography technology to provide separation and purification equipment and solutions for the pharmaceutical and life sciences sectors [1][2] Company Overview - Hanbang Technology is a high-tech enterprise integrating R&D, production, and sales, primarily serving the pharmaceutical and life sciences industries [1] - The company has established itself as a leading player in the domestic chromatography purification equipment market, with a market share of approximately 12.7% in small molecule liquid chromatography equipment, ranking first among domestic manufacturers [6] - Hanbang's product lines include small molecule and large molecule drug separation and purification equipment, catering to both industrial production and laboratory research [6] Financial Information - The company's initial public offering (IPO) price is set at 22.77 CNY per share, with an institutional offering price of 23.00 CNY per share, resulting in a market capitalization of 15.03 billion CNY [5] - The projected use of raised funds includes investments in various production projects, with amounts allocated as follows: 1.93 billion CNY for annual production of 1,000 liquid chromatography separation equipment, 1.81 billion CNY for chromatography equipment R&D center, and 2.25 billion CNY for annual production of 2,000 laboratory chromatography purification instruments [5] Market Position and Competitors - Hanbang Technology has established strong partnerships with well-known pharmaceutical companies such as Hengrui Medicine, Zhengda Tianqing, and others, and its products are exported to multiple countries including Germany, the UK, India, and South Korea [6] - The company has undergone multiple rounds of financing, with notable investors including WuXi AppTec, Junlian Capital, and Sequoia Capital [6] Risks and Challenges - The company has reported high ending inventory amounts and potential impairment risks, with inventory values of 508 million CNY, 431 million CNY, and 387 million CNY from 2022 to 2024 [7] - Accounts receivable values are also significant, with amounts of 131 million CNY, 119 million CNY, and 130 million CNY for the same period, indicating a high proportion of overdue accounts [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 山东威高血液净化制品股份有限公司（以下简称"威高血净"、"发行人"或"公司"）首次公开发行人民币 普通股（A股）并在主板上市（以下简称"本次发行"）的申请已经上海证券交易所（以下简称"上交 所"）上市审核委员会审议通过，并已经中国证券监督管理委员会（以下简称"中国证监会"）同意注册 （证监许可〔2025〕526号）。本次发行的保荐人（主承销商）为华泰联合证券有限责任公司（以下简 称"华泰联合证券"、"保荐人（主承销商）"）。 经发行人和保荐人（主承销商）协商确定本次发行股份数量为4,113.9407万股，全部为公开发行新股。 本次发行中，网上向持有上海市场非限售A股股份和非限售存托凭证市值的社会公众投资者定价发行与 网下向符合条件的网下投资者询价配售将于2025年5月8日（T日）分别通过上交所交易系统和上交所互 联网交易平台（IPO网下询价申购）（以下简称"互联网交易平台"）实施。 发行人和保荐人（主承销商）特别提请投资者关注以下内容： 1、本次发行采用向参与战略配售的投资者定向配售（以下简称"战略配售"）、网下向符合条件的网下 投资者询价配售（以下简称"网下 ...

Core Viewpoint - The company, Jiangsu Hanbang Technology Co., Ltd., focuses on chromatography technology, aiming to become the leading brand in the international chromatography industry while providing high-quality separation and purification equipment for the pharmaceutical and life sciences sectors [4][5][7]. Business Overview - The company specializes in chromatography separation and purification products, offering a comprehensive product matrix that includes small and large molecule drug separation and purification equipment [5]. - The main product lines include small molecule liquid chromatography systems and large molecule chromatography systems, catering to both laboratory research and industrial production [5]. R&D Model - The company adopts an independent R&D model with dedicated departments for instrument development, application technology, and new materials [6]. - R&D strategies are guided by customer needs and industry trends, leading to the development of new products and continuous improvement of existing ones [6]. Core Technology - The company has developed unique core technologies in chromatography, including preparation chromatography column technology and integrated chromatography system technology [7]. - It has undertaken multiple national and provincial research projects, enhancing its technological capabilities [7]. Financial Performance - The company's revenue for 2022, 2023, and 2024 was approximately 481.79 million, 619.01 million, and 690.88 million yuan, respectively, with over 99% of revenue coming from its main business [11]. - Gross profit for the same years was approximately 189.24 million, 245.08 million, and 293.57 million yuan, showing a consistent growth trend [11]. Product Profitability - The gross profit margin for small molecule drug separation and purification equipment was 43.87%, 42.13%, and 46.90% from 2022 to 2024, while for large molecule equipment, it was 31.79%, 34.72%, and 31.55% [12]. Future Development Plans - The company plans to continue focusing on chromatography products, enhancing R&D and innovation, and expanding its product range in the biopharmaceutical chromatography purification field [13]. - Specific measures include strengthening talent development, enhancing marketing and service capabilities, and diversifying financing [13]. Competitive Advantages - The company possesses several competitive advantages, including technological innovation, comprehensive solution services, brand leadership, rapid response, and strong customer resources [14][19]. Industry Trends - The pharmaceutical equipment industry is experiencing rapid growth driven by the Chinese pharmaceutical market, with increasing demand for both small and large molecule chromatography systems [20][21]. - The industry is also seeing a shift towards high-end products and smart manufacturing, supported by national policies [21]. Market Position - The company ranks second in the production-level small molecule liquid chromatography equipment market in China, with a market share of approximately 12.7% [22]. - In the production-level small molecule liquid chromatography system market, the company holds a leading position with a market share of 39.2% [22]. Fundraising Projects - The company plans to invest in projects including the annual production of 1,000 liquid chromatography series separation equipment and the establishment of a chromatography separation equipment R&D center [24][25][26].