Group 1: Xinyu Guoke - Xinyu Guoke is rapidly developing in the field of explosive devices, which has become a major economic growth point for the company [1] - The company has won bids for four to five product models, and if these models can be finalized for mass production, it will bring considerable sales revenue [1] - The company has expansion plans, with a new special equipment production line project having obtained land use rights and undergoing internal technological upgrades [1] Group 2: Tianyuan Pet - The domestic pet market in China has seen rapid growth since 2010, with the urban pet (dog and cat) consumption market expected to reach 300.2 billion yuan in 2024, a 7.5% increase from 2023 [2] - The company has established an efficient multi-category product supply chain management system and is expanding production capacity in Vietnam and Cambodia [2] - The company plans to focus on its own brand, develop traditional e-commerce, and explore content e-commerce, with a projected domestic revenue of 1.431 billion yuan and a gross margin of 11.65% in 2024 [2] Group 3: Lianchuang Optoelectronics - Lianchuang Optoelectronics has introduced the progress and future plans of the "Spark One" project, which has entered the operational phase and is expected to complete key construction by 2028-2029 [3] - The company anticipates business development in 2023, focusing on upgrading laser products, expanding overseas, and ensuring delivery [3] - The company detailed the composition and R&D progress of superconducting coils in controlled nuclear fusion, highlighting the technical barriers and innovations in high-temperature superconducting technology [3] Group 4: Company Overview - Dunhe Asset Management Co., Ltd. was established on March 2, 2011, and is a domestic macro private equity fund company focused on investment in domestic and international capital markets [4] - The company has developed a multi-asset allocation strategy, utilizing various tools such as spot, futures, options, and OTC derivatives [4] - Dunhe Asset Management has an asset management scale exceeding 40 billion yuan, ranking among the top in the private equity securities investment fund industry [4]

| 答：去年交付的一个单价较高的火工装置，交付了几个批， | | --- | | 但是量没有达到当初的预期，只有当初预期的四五成的样 | | 子。今年又有一部分订单在继续交付。 | | 4、请问公司目前有扩产计划吗？ | | 答：扩产计划主要分为两方面，一方面是新建特种器材生产 | | 线建设项目，今年 2 月份已经通过竞拍取得土地使用权，马 | | 上要动工了；另一方面就是公司内部也在进行技改，通过技 | | 改，提高部份生产能力。 | | 5、军品生产产能目前够用吗？ | | 答：产能够不够用也是相对的，从目前的情况来看还好。这 | | 个问题可以从两方面来看，一种是我们会考量一些订单要不 | | 要接，如果交期达不到担心违约我们就不接；另一种情况就 | | 是对合同进行一些比较，没有利润或利润太薄的合同不接或 | | 少接，产能的利用相对饱和就可以了。 | | 6、特种器材生产线建设项目还是根据之前披露的内容来的 | | 吗？ | | 答：是的。 | | 7、我们涉及到海外军贸业务的需求吗？业务占比大概是多 | | 少？ | | 答：有涉及，但是没有统计，这块我们也不披露。我们是间 | | 接出口，有些 ...