编号：2025-029 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：电话会议 参与单位名称及 人员姓名 人寿养老：崔恒旭 彬元资本：张帆 光大证券：孙未未、朱洁宇、王一茉 时间 2025 年 11 月 21 日 地点 - 上市公司接待人 员姓名 黄志强、郑婷燕 投资者关系活动 主要内容介绍 互动交流环节 1、近期接单情况怎样？ 答：受益于冬装补单，近期公司接单趋势向好，但行业景气度整体趋势有待 进一步观察，特别是后续冬装消费情况。 2、公司海外工业园情况如何？ 答：目前孟加拉和越南两家海外工厂均呈现良性发展态势。今年以来，公司 越南工业园营收快速增长，经营亏损情况改善明显。我们持续看好其未来发展前 景，但产能爬坡仍需要时间。 3、今年公司汇兑情况如何？ 答：受国际汇率影响，公司前三季度为汇兑净损失 2,285.85 万元。 4、海外产能占比有多少？未来规划是怎样的？ 答：目前公司已在正常运营孟加拉和越南两大海外生产基地，截至 2025 年上 半年，公司境外产能占比为 18.48%。未来公司将通过对现有海外园区的技改和生 产的全球化 ...

证券日报网讯 奇德新材（300995）11月24日发布公告，在公司回答调研者提问时表示，近年来中国品 牌及中国产能出海，加快了东南亚地区供应链的需求增长，为满足东南亚地区快速增长的客户需求，公 司计划对泰国生产基地项目进行扩产，通过高端设备购置及配套工艺在泰国新建智能化产线，构建覆盖 改性塑料到塑胶制品交付的一站式生产能力。通过扩产将显著提升公司在泰国及东南亚地区本土化交付 效率，满足匹配新能源汽车、智能家电等领域客户的区域化供应链需求，公司将依托泰国基地的区位优 势与成本协同效应，进一步深化国际化产能布局，为开拓国际市场、应对国际贸易环境变化创造有利条 件，推动企业综合竞争力提升及构建新增长点。 ...

Core Viewpoint - Guangbo Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a slight increase in stock price year-to-date but a decline over the past 60 days, indicating potential volatility in investor sentiment [1][2]. Stock Performance - As of November 24, Guangbo's stock price increased by 2.49% to 9.88 CNY per share, with a total market capitalization of 5.279 billion CNY [1]. - Year-to-date, Guangbo's stock price has risen by 4.55%, with a 1.86% increase over the last five trading days and a 5.67% increase over the last 20 days, while it has decreased by 8.43% over the last 60 days [2]. Financial Metrics - For the period from January to September 2025, Guangbo reported a revenue of 1.839 billion CNY, reflecting a year-on-year growth of 4.59%, and a net profit attributable to shareholders of 125 million CNY, which is an 18.87% increase [3]. - The company has cumulatively distributed 309 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [4]. Shareholder Information - As of September 30, 2025, Guangbo had 55,400 shareholders, a decrease of 9.36% from the previous period, with an average of 6,862 circulating shares per shareholder, which is an increase of 10.32% [3]. - Among the top ten circulating shareholders, a new shareholder, Shenwan Lixin Consumption Growth Mixed A, holds 1.6914 million shares, while Huashang Advantage Industry Mixed A has exited the top ten list [4]. Business Overview - Guangbo, established on October 30, 1996, and listed on January 10, 2007, operates in the production and sales of office stationery, printing products, plastic products, and internet advertising services, among others [2]. - The company's revenue composition includes 52.94% from direct office sales, 26.14% from office supplies, 12.64% from leisure products, 5.44% from creative products, and 1.99% from other products [2].

资料显示，深圳市美之高科技股份有限公司位于深圳市罗湖区宝安北路3008号宝能中心E栋33层01-04 号，成立日期2002年7月8日，上市日期2021年7月5日，公司主营业务涉及塑胶制品、五金制品、木器制 品、竹制品、藤制品、柳制品、布制品,产品广泛运用于工业、商业及家庭等。主营业务收入构成为： 家用类70.10%，其他类16.73%，工业类13.17%。 截至9月30日，美之高股东户数2555.00，较上期减少29.36%；人均流通股21745股，较上期增加 39.53%。2025年1月-9月，美之高实现营业收入3.64亿元，同比减少7.52%；归母净利润-438.37万元，同 比减少126.88%。 分红方面，美之高A股上市后累计派现6106.58万元。近三年，累计派现5883.82万元。 来源：新浪证券-红岸工作室 11月21日，美之高跌2.33%，成交额1877.22万元。两融数据显示，当日美之高获融资买入额159.20万 元，融资偿还0.00元，融资净买入159.20万元。截至11月21日，美之高融资融券余额合计454.14万元。 融资方面，美之高当日融资买入159.20万元。当前融资余额454.1 ...

Core Viewpoint - Guangbo Group Co., Ltd. has shown a mixed performance in stock trading, with a slight increase in share price and a notable rise in revenue and net profit year-on-year [1][2]. Financial Performance - As of September 30, 2025, Guangbo achieved a revenue of 1.839 billion yuan, representing a year-on-year growth of 4.59% [2]. - The net profit attributable to shareholders for the same period was 125 million yuan, reflecting an 18.87% increase compared to the previous year [2]. Stock Market Activity - On November 21, Guangbo's stock price rose by 2.29%, reaching 9.84 yuan per share, with a trading volume of 90.584 million yuan and a turnover rate of 2.47% [1]. - The stock has increased by 4.13% year-to-date, with a 2.39% rise over the last five trading days and a 4.79% increase over the last 20 days, while it has decreased by 9.56% over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.36% to 55,400, while the average circulating shares per person increased by 10.32% to 6,862 shares [2]. - Guangbo has made a total cash distribution of 309 million yuan since its A-share listing, with no cash distribution in the last three years [3]. Major Shareholders - As of September 30, 2025, the seventh largest circulating shareholder is Shenwan Lixin Consumption Growth Mixed A, holding 1.6914 million shares as a new shareholder [3]. - Huashang Advantage Industry Mixed A has exited the list of the top ten circulating shareholders [3].

Core Insights - The stock of Meizhigao increased by 1.16% on November 17, with a trading volume of 32.12 million yuan [1] - The company reported a financing net purchase of 1.58 million yuan on the same day, with a total financing balance of 2.81 million yuan, representing 0.12% of its market capitalization [1] - Meizhigao's stockholder count decreased by 29.36% to 2,555, while the average circulating shares per person increased by 39.53% to 21,745 shares [2] Financial Performance - For the period from January to September 2025, Meizhigao achieved a revenue of 364 million yuan, a year-on-year decrease of 7.52% [2] - The company reported a net profit attributable to shareholders of -4.38 million yuan, reflecting a year-on-year decline of 126.88% [2] Dividend Information - Since its A-share listing, Meizhigao has distributed a total of 61.07 million yuan in dividends, with 58.84 million yuan distributed over the past three years [3]

Company Overview - Zhejiang Weixing Industrial Development Co., Ltd. was established in 1988, specializing in the R&D, manufacturing, and sales of various mid-to-high-end apparel and bag accessory products, including buttons, zippers, metal products, plastic products, webbing, ropes, and labels [2][3] - The company was the first in China's button and zipper industry to be listed on the Shenzhen Stock Exchange in 2004, enhancing its competitive strength through capital investment [2][3] Industry Insights - The company maintains a cautious outlook on the short-term recovery of the industry due to the current international trade environment and consumer demand [4] - In the long term, the company aims to become a "global, innovative fashion accessory kingdom" and a strategic partner for many well-known apparel brands within five to ten years [4] Global Expansion - The company has established two overseas production bases in Bangladesh and Vietnam, both showing positive development trends [5] - Revenue from the Vietnam industrial park has seen rapid growth, with operating losses significantly narrowing [5] Market Position - The apparel accessory industry is a sub-sector of the textile and apparel industry, with limited statistical data available; however, the market space for zipper products is considered broad [6] - The company’s market share in the zipper segment is still relatively small [6] Competitive Landscape - The global apparel industry has a mature supply chain, and while competition is intensifying due to tariff conflicts, companies with international capabilities will benefit [7][8] - The company differentiates itself from competitors like YKK and Xunxing by focusing on a "product + service" model, emphasizing quality products and comprehensive service [8] Corporate Culture and Management - The company's core values include "sustainable development" and "steady progress," supported by a well-experienced management team [8] - Ongoing efforts in talent development and training are expected to enhance employee skills and prepare future leaders for key roles within the company [8]

融券方面，美之高11月14日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，深圳市美之高科技股份有限公司位于深圳市罗湖区宝安北路3008号宝能中心E栋33层01-04 号，成立日期2002年7月8日，上市日期2021年7月5日，公司主营业务涉及塑胶制品、五金制品、木器制 品、竹制品、藤制品、柳制品、布制品,产品广泛运用于工业、商业及家庭等。主营业务收入构成为： 家用类70.10%，其他类16.73%，工业类13.17%。 截至9月30日，美之高股东户数2555.00，较上期减少29.36%；人均流通股21745股，较上期增加 39.53%。2025年1月-9月，美之高实现营业收入3.64亿元，同比减少7.52%；归母净利润-438.37万元，同 比减少126.88%。 分红方面，美之高A股上市后累计派现6106.58万元。近三年，累计派现5883.82万元。 来源：新浪证券-红岸工作室 11月14日，美之高跌4.08%，成交额4096.63万元。两融数据显示，当日美之高获融资买入额104.9 ...

Core Viewpoint - The company Meizhi Gao experienced a significant increase in stock price by 5.81% on November 12, with a trading volume of 122 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On November 12, Meizhi Gao had a financing buy-in amount of 568,100 yuan, with no financing repayment, resulting in a net financing buy-in of 568,100 yuan [1]. - The total financing and securities lending balance for Meizhi Gao reached 2.6667 million yuan, which is 0.11% of its circulating market value, indicating a low financing balance compared to the 20th percentile level over the past year [1]. - In terms of securities lending, there were no shares repaid or sold on November 12, with a securities lending balance of 0 yuan, which is at a high level compared to the 90th percentile over the past year [1]. Business Performance - As of September 30, the number of shareholders for Meizhi Gao was 2,555, a decrease of 29.36% from the previous period, while the average circulating shares per person increased by 39.53% to 21,745 shares [2]. - For the period from January to September 2025, Meizhi Gao reported operating revenue of 364 million yuan, a year-on-year decrease of 7.52%, and a net profit attributable to the parent company of -4.3837 million yuan, representing a year-on-year decrease of 126.88% [2]. Dividend Information - Since its A-share listing, Meizhi Gao has distributed a total of 61.0658 million yuan in dividends, with 58.8382 million yuan distributed over the past three years [3].

Core Viewpoint - Guangzhou Gada Recycling Resources Co., Ltd. has been established with a registered capital of 50,000 RMB, indicating a new player in the automotive parts and recycling industry [1] Company Summary - The company operates in various sectors including wholesale and retail of automotive parts, research and development of automotive components, and sales of electronic products [1] - It also engages in surface treatment of plastics and metals, as well as heat treatment processing [1] - Additional services include sales of testing machines, consulting and planning services, and sales of rubber products and high-quality synthetic rubber [1] Industry Summary - The company is involved in the sales of coatings, inks (excluding hazardous chemicals), and insulation materials, which are essential in automotive and electronic manufacturing [1] - It provides labor services (excluding labor dispatch) and sales of battery components, indicating a focus on the growing electric vehicle market [1] - The company offers a range of technical services including development, consulting, and technology transfer, which are crucial for innovation in the automotive and recycling sectors [1]