登录新浪财经APP 搜索【信披】查看更多考评等级 浙江盛洋科技股份有限公司(以下简称"公司"或"盛洋科技")于2025年4月18日发布公司2024年年度报告。 为便于广大投资者更全面深入地了解公司2024年度的经营成果、财务状况，公司于2025年5月8日召开了 2024年度业绩说明会。现将本次会议召开情况公告如下： 一、本次投资者说明会召开情况 公司于2025年4月18日通过上海证券交易所网站（http://www.sse.com.cn）和指定信息披露媒体《中国证 券报》《上海证券报》《证券时报》《证券日报》披露了《盛洋科技关于召开2024年度业绩说明会的通 知》（公告编号：2025-017）。 2025年5月8日上午10:00-11:00，公司通过上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/）以网络互动方式召开了2024年度业绩说明会，公司董事长兼总经理叶利明 先生，独立董事周子学先生、吕西林先生、郭重清先生，董事、董事会秘书兼副总经理申杰峰先生，财 务总监范月刚先生出席了本次会议，与投资者进行了交流和沟通，并就投资者普遍关注的问题进行了回 复。 二、投资者提 ...

产能满负荷运转，高速铜缆成业绩增长引擎 业绩数据显示，2025年第一季度，盛洋科技实现营业收入1.84亿元，同比增长7.26%；归母净利润626万 元，同比增长68.79%，净利润率较去年同期提升1.22个百分点至3.59%。 亮眼增长背后，是高速铜缆业务开始为公司贡献收入，成为公司转型升级的重要支点。2025年一季度， 公司车载高速线缆实现营业收入1964.81万元，数据铜缆实现营业收入3136.26万元。 在数字化浪潮席卷全球的背景下，数据传输需求呈爆发式增长，数据铜缆作为关键传输介质，市场空间 持续扩容。5月8日，盛洋科技（603703）召开2024年度业绩说明会，盛洋科技召开2024年度业绩说明 会，围绕业务进展、订单产能、发展规划等议题与投资者深入交流。 在业绩说明会上，盛洋科技全面展现"有线/无线通信+卫星通信"双轮驱动战略布局及长远稳定的发展路 径。公司通过长期技术积累，掌握高端线缆的成熟生产工艺，具备生产高速传输需求的线缆产品的能 力，目前高速铜缆业务订单充足，处于满产状态。2025年公司卫星通信终端业务板块将积极谋求突破， 应用拓展到多个领域且国内外市场布局逐步推进。 双轮驱动战略深化，卫星 ...

杭州高新材料科技股份有限公司 证券代码：300478 证券简称：杭州高新 编号：2025-001 投资者关系活动记录表 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 杭州高新2024年度业绩说明会采用网络远程方式进行，面向全体投 资者 时间 2025 年 5 月 7 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访 谈"栏目 公司接待人员 姓名 主持人：杭州高新 董事长：胡宝泉 董事、总经理：陈亚洲 董事、副总经理、董事会秘书、财务总监：王春江 独立董事：许强 投资者关系活 动 主要内容介绍 1.行业以后的发展前景怎样？ 答：尊敬的投资者您好！线缆用高分子材料行业作为电线电缆制造 的重要组成部分，受到国家政策的支持，国家智能电网建设、现代 化城市建设、新能源汽车制造和轨道交通建设等领域的发展，对电 线电缆的功能和质量提出了更高的要求，线缆用高分子材料行业仍 | | 有有较大的市场空间和较好的发展前景 ...

证券研究报告：电力设备 | 公司点评报告 传统线缆业务有望边际改善，电池业务亏损有望改 善，积极开拓 Al 业务 l 投资要点 发布时间：2025-05-07 股票投资评级 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 4.55 | | --- | --- | | 总股本/流通股本（亿股）22.19 | / 22.19 | | 总市值/流通市值（亿元）101 | / 101 | | 52 周内最高/最低价 | 6.04 / 2.68 | | 资产负债率(%) | 78.6% | | 市盈率 | -31.75 | | 第一大股东 | 远东控股集团有限公司 | 研究所 分析师:杨帅波 SAC 登记编号:S1340524070002 Email:yangshuaibo@cnpsec.com 分析师:侯若雪 SAC 登记编号:S1340524100002 Email:houruoxue@cnpsec.com 远东股份(600869) 事件：2025 年 4 月 25 日，公司发布 2024 年年报和 2025 年一季 报。 2024 年公司营收 260.9 亿元，同比+6.7%；归母净利润- ...

证券研究报告：电力设备 | 公司点评报告 发布时间：2025-05-07 股票投资评级 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 4.55 | | --- | --- | | 总股本/流通股本（亿股）22.19 | / 22.19 | | 总市值/流通市值（亿元）101 | / 101 | | 52 周内最高/最低价 | 6.04 / 2.68 | | 资产负债率(%) | 78.6% | | 市盈率 | -31.75 | | 第一大股东 | 远东控股集团有限公司 | 研究所 分析师:杨帅波 SAC 登记编号:S1340524070002 Email:yangshuaibo@cnpsec.com 分析师:侯若雪 SAC 登记编号:S1340524100002 Email:houruoxue@cnpsec.com 远东股份(600869) 传统线缆业务有望边际改善，电池业务亏损有望改 善，积极开拓 Al 业务 l 投资要点 增持 |维持 个股表现 2024-04 2024-07 2024-09 2024-12 2025-02 2025-04 -32% -23% -14% -5% 4 ...

Group 1 - Kexin Technology plans to repurchase shares worth between 30 million and 50 million yuan, with a maximum repurchase price of 80 yuan per share, for employee stock ownership plans or capital reduction [1] - Jiahua Technology's shareholder plans to reduce holdings by up to 1.5% of the company's total shares, amounting to a maximum of 116,000 shares, between May 28, 2025, and August 25, 2025 [1] - Beiqi Blue Valley's subsidiary reported cumulative sales of 38,041 vehicles this year, representing a year-on-year increase of 192.53% [2] Group 2 - AVIC Finance plans to transfer shares of AVIC Xi'an Aircraft Industry Group and AVIC Onboard Systems, totaling 4.067 billion yuan, to its controlling shareholder [2] - Haide shares' executives plan to increase their holdings by at least 20.73 million yuan within six months [3] - Dabeinong's subsidiary received planting approval for genetically modified soybeans in Brazil, marking significant progress in the South American market [4] Group 3 - Yongan Pharmaceutical's chairman is under investigation, but the company's operations remain normal [4] - Teruid's subsidiary is expected to win a 126 million yuan project from the State Grid, which will enhance the company's brand and industry influence [4][5] - Junxin shares plan to repurchase shares worth between 200 million and 300 million yuan, with a maximum price of 30.57 yuan per share [5] Group 4 - Meinian Health plans to reduce its holdings by up to 3% of the company's total shares, amounting to a maximum of 11.7 million shares, starting from May 27, 2025 [7] - Electric Power Investment is planning a major asset restructuring, leading to a temporary suspension of its stock [9] - Tongda shares are expected to win a 207 million yuan project from the State Grid, which will positively impact future operating performance [10] Group 5 - Xintian Technology's major shareholder plans to reduce holdings by up to 3% of the company's total shares, amounting to a maximum of 580,410 shares [11] - Huizhou Intelligent's controlling shareholder and some executives plan to increase their holdings by between 29.2 million and 58.4 million yuan [12] - Zhongdali De plans to sell a 50% stake in Shanghai Ketaike Transmission System Co., Ltd. for 9.2777 million yuan to optimize its asset structure [14] Group 6 - Jinlitai's stock will be suspended due to the inability to disclose periodic reports within the statutory deadline [15] - Chuhuan Technology's major shareholder plans to reduce holdings by up to 3% of the company's total shares, amounting to a maximum of 239,560 shares [15] - Guilin Sanjin's subsidiary received approval for clinical trials of a new indication for a monoclonal antibody injection [16] Group 7 - Plit plans to sign a strategic supply agreement for sodium-ion batteries, committing to supply at least 1 GWh over four years [17] - Dalian Electric Porcelain's subsidiary is expected to win a project worth approximately 71 million yuan from the State Grid [18]

证券代码：002309 证券简称：*ST中利 江苏中利集团股份有限公司投资者关系活动记录表 编号：2025-003 | | □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 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名 | | | 称及人员姓 | 线上参与公司 2024 年度网上业绩说明会的全体投资者 | | 名 | | | 时间 | 2025 年 04 月 29 日 15：00-17：00 | | 地点 | 价值在线（https：//www.ir-online.cn/）网络互动 | | | 董事长：许加纳先生 副董事长：黄昶先生 | | 上市公司接 | | | | 总经理：郑晓洁女士 | | 待人员姓名 | 财务总监兼董事会秘书：廖嘉琦先生 | | | 独立董事：詹有义先生 | | | 1.公司提及"处于重整阶段"，现有债务规模及展期比例如 | | | 何？是否已有战略投资者明确注资意向？重整资金是否优先用于 | | | 恢复产能？ | | | 答：感谢您对公司的关注。公司重整计划已于 2024 ...

4月30日，盛洋科技（603703）官微消息，五一期间，盛洋科技组织重点岗位员工坚守生产一线，重点 突击AI智能高速铜缆、以太网用6A/7类数据缆等战略产品生产任务，掀起一场"与时间赛跑、向目标冲 锋"的攻坚战役，以"假期不停工、生产不断档"的拼搏姿态，确保第二季度目标任务高质量达成。 据悉，盛洋科技在2024年完成了8条生产线的改扩建，实现年产高性能数据线缆百万箱，并与多家下游 应用客户深度合作，在国内市场占据了较大份额。同时，车载高速线缆完成2条生产线改扩建，实现月 产15000公里。 当前数字化浪潮席卷而来，数据流量爆发式增长，对数据传输速率和带宽提出更高要求，盛洋科技紧密 跟随市场趋势，积极研发高速率、大容量的数据线缆产品，以满足数据中心、工业自动化、智慧城市等 领域的严苛需求。 在业内看来，通过产能扩张、技术研发与市场拓展的协同推进，盛洋科技已在国内数据线缆领域构建起 竞争优势，其产品体系的完善不仅丰富了客户的选择，更为公司的业绩增长提供了长期驱动力。 盛洋科技自2024年成功推出新产品体系、完成产品结构优化升级后，数据铜缆等新产品开始发力，为公 司业绩稳步增长注入动力。2025年第一季度，公司实现 ...

Core Viewpoint - The company, Hualing Cable, has demonstrated significant growth in its operating performance, driven by strong demand in its core business areas, particularly in aerospace and special equipment cables [1][2]. Group 1: Financial Performance - In Q1 2025, the company achieved revenue of 1.005 billion yuan, a year-on-year increase of 11.38%, and a net profit of 32.16 million yuan, up 55.54% [1]. - For the year 2024, the company reported revenue exceeding 4 billion yuan for the first time, reaching 4.158 billion yuan, a growth of 19.82%, with a net profit of 109 million yuan, up 26.07% [2]. - The company's total assets as of the end of Q1 2025 were 4.71 billion yuan, a 1.5% increase from the previous year, while net assets grew by 2.4% to 1.657 billion yuan [1]. Group 2: Business Segments - The power cable and special cable businesses showed strong growth in 2024, generating revenues of 1.579 billion yuan and 2.136 billion yuan, respectively, with year-on-year increases of 26.47% and 18.44% [2]. - Special cables accounted for over 50% of the company's revenue for two consecutive years, with proportions of 51.96% in 2023 and 51.37% in 2024 [2]. Group 3: Market Expansion and Innovation - The company has been actively expanding its market presence through new product promotions, long-term contract renewals, and customer base expansion, particularly in the power new energy sector [2]. - In terms of technological innovation, the company's R&D expenses have increased annually, totaling 347 million yuan over the past three years, with 345 authorized patents as of the end of 2024 [3]. - The company has undertaken over 50 national, provincial, and municipal technology projects, focusing on solving key technical challenges in military and special cable fields [3].

Core Viewpoint - The capital market is becoming a core engine driving the integration of "new technologies and new industries," with various boards like the Sci-Tech Innovation Board, Growth Enterprise Market, and Beijing Stock Exchange facilitating the growth of innovative companies [1][4]. Group 1: Capital Market Support for Innovation - The capital market serves as a catalyst for technological innovation and a facilitator for industrial transformation, enabling companies to accelerate R&D and expand production capacity [2][3]. - Companies like Teabo Bio and Lansi Technology have successfully leveraged capital market tools to enhance their R&D capabilities and seize market opportunities [2][3]. - The establishment of the Beijing Stock Exchange has provided specialized support for small and medium-sized enterprises, allowing them to access capital earlier in their growth stages [2][4]. Group 2: Challenges in Capital Market - Despite the progress, the capital market faces challenges such as insufficient institutional inclusivity, a shortage of long-term capital supply, and the need for improved collaboration between academia, industry, and research [1][5]. - Many innovative companies encounter financing gaps, which hinder the continuity of the industrial innovation chain [5][6]. - The current regulatory environment may limit the ability of the capital market to fully support high-growth, high-risk technology enterprises [5][7]. Group 3: Recommendations for Improvement - Experts suggest enhancing differentiated market systems and creating a virtuous ecosystem for financing, transformation, and upgrading to better support the integration of new technologies and industries [1][6]. - There is a call for the development of a more comprehensive range of financing tools and mechanisms to facilitate the entry and exit of innovative companies in the capital market [7][8]. - The need for a deeper integration of industry, academia, and research is emphasized to overcome barriers in the commercialization of technological innovations [5][6].