广电计量检测集团股份有限公司投资者关系活动记录表 编号：2025-006 | | 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（投资者线上交流会） | | | | | 特定对象： | | | | | | 中信建投 | 许光坦、中信建投 | 籍星博、中金公司 | 张杰敏、 | | | 国海证券 | 张婉姝、民生证券 | 孔厚融、民生证券 | 崔若瑜 | | | 中信证券 | 朱翀佚、东吴证券 | 吴锦轩、中金公司 | 程乾坤 | | | 中金公司 | 严佳、华泰证券 | 黄波、广发证券 蒲明琪 | | | | 光大证券 | 汲萌、华福证券 | 徐丽华、中邮证券 | 马强 | | | 东北证券 | 周兴武、浙商证券 | 陈姝姝、国盛证券 | 李枫婷 | | | 长江证券 | 盛意、金科投资 | 张诚、东吴证券 吴锦轩 | | | | 华创证券 | 丁祎、国泰海通证券 | 赵玥 ...

Core Viewpoint - Standard Testing Group Co., Ltd. has announced its intention to publicly issue shares and list on the Beijing Stock Exchange, aiming to raise capital for its operations and growth in the high-tech service sector [1][3]. Company Overview - Standard Testing Group Co., Ltd. is a comprehensive high-tech service enterprise focused on the biomedicine and life sciences sectors, as well as industrial trade, ecological environment, and innovative services [3]. - The company provides a range of services including inspection and testing, analytical research and development, metrology calibration, certification services, product quality identification, intellectual property, and standardization/rationalization advice [3]. Financial and Operational Details - The company plans to issue up to 6,300,000 shares to unspecified qualified investors, ensuring that public shareholders will hold at least 25% of the total share capital post-issuance [3]. - There is an option for an overallotment of up to 15%, which could increase the total number of shares issued to a maximum of 7,245,000 [3]. - As of 2024, the company has participated in the formulation and revision of 47 standards and has been granted approximately 214 national patents, 18 software copyrights, and 71 registered trademarks [3]. Company Background - Established on August 6, 2014, the company is located in Qingdao, Shandong Province, and is legally represented by Han Lianchao [4]. - The registered capital of the company is approximately 63 million yuan, with an operational status of being open for business [4]. - The company has invested in 27 other companies and operates 7 branch offices [4].

据悉，在盾构机组装调试阶段，市水务集团采用"双螺旋激光校准系统"，将盾构机轴线偏差精准控 制在±5厘米内，并通过清单化管理和应急演练确保顺利始发。在后续施工中，市水务集团还将依托数 字孪生系统，通过实时的数据传输实现对掘进过程的"零距离"智能管控。 6月30日上午，杭州城西九曲洋港进水口施工现场传来捷报——扩大杭嘉湖南排后续西部通道工程 （以下简称"城西南排工程"）首台盾构机"先行号"在地下60米深处顺利始发，标志着这项重大水利工程 正式进入隧洞掘进阶段。 "先行号"盾构机全长约90米，整机总重量约2500吨，开挖直径达12.1米，最小转弯半径400米，承 担着九曲洋港进水口至顾家桥港进水口长约5公里地下隧洞的掘进任务。今年3月31日，"先行号"第一个 盾构机部件下井，6月27日盾构始发通过专家验收，市水务集团连续攻坚奋战88天，将12000多个零部件 组装成一条蓄势待发的"钢铁蛟龙"，为隧道掘进提供强大动力。 城西南排工程是补齐杭州城西区域防洪排涝短板、保障杭州城西科创大走廊水安全的重要基础设 施。该工程建成后，杭州城西区域防洪排涝标准将由20年一遇提高至50年一遇。目前，项目各标段建设 全面推进：南湖进水 ...

Group 1 - The project marks the commencement of the underground tunnel excavation phase for the Hangjia Lake South Drainage West Channel Expansion Project, with the first shield machine "Xianxing" successfully starting its operation [1] - The shield machine is approximately 90 meters long, weighs about 2500 tons, and has a diameter of 12.1 meters, designed to excavate a 5-kilometer underground tunnel [1] - The assembly of the shield machine involved over 12,000 components and was completed in 88 days, showcasing the efficiency of the municipal water group [1] Group 2 - The project aims to enhance flood control and drainage standards in the western region of Hangzhou from a 20-year to a 50-year occurrence level [2] - The construction includes multiple water inlets and a Y-shaped underground drainage channel, which is 29 kilometers long and buried 55 meters underground [2] - The drainage capacity is designed at 250 cubic meters per second, with a backup capacity of 300 cubic meters per second [2]

Key Points Summary of 可孚医疗 Conference Call Company Overview - 可孚医疗 focuses on five major business segments: rehabilitation assistance, medical care, health monitoring, respiratory support, and traditional Chinese medicine therapy [2][4] Core Insights and Arguments - The company has significantly improved its gross margin and net profit margin by concentrating on high-margin products and investing in online interest e-commerce and brand building [2][4] - In 2024, 可孚医疗 launched an equity incentive plan granting 6.63 million restricted shares to 339 individuals, aimed at motivating the core team with performance targets set for 2024 to 2026 [2][6] - The rehabilitation assistance segment, particularly the 贝贝佳 brand, achieved sales exceeding 400 million RMB in 2024, contributing positively to overall profitability [2][7] - The 健耳听力 segment reported revenue of 273 million RMB in 2024, a nearly 38% year-on-year increase, although it remains in a strategic investment phase [2][9] - A collaboration with 欧泰科技 led to the development of a non-calibrated CGM product, expected to enhance market competitiveness due to its low MOD value, lightweight design, and relatively low price [2][10] Additional Important Content - In Q1 2025, both revenue and profit declined due to a strategic shift in the respiratory support segment, where the company terminated its agency business to focus on self-developed respiratory machines [3] - The company has been transitioning its respiratory support business from agency sales to self-sales, launching second-generation sleep and portable respiratory machines in 2024 [5][11] - Online sales accounted for two-thirds of total revenue, approximately 2 billion RMB, while offline sales exceeded 800 million RMB, covering over 200,000 pharmacies [5][13] - The interest e-commerce platforms like Douyin and Kuaishou have shown significant growth potential, with expectations for increased market opportunities as restrictions on medical device categories are relaxed [13] - The company has established multiple sub-brands to complement product positioning and market demand, including brands for hearing aids, wheelchairs, and skin repair [14] - The proportion of self-produced products has increased from 22% in 2018 to approximately 60% in 2023 [15] - AI technology is being applied across various product lines to enhance smart capabilities and user health management, including in respiratory machines and blood glucose monitors [16] - Revenue growth is projected to maintain around 12% in 2025, with 16% to 17% growth expected in 2026 and 2027, while profit growth is anticipated to exceed 20% during the same period [17]

General Provisions - The company is established to protect the legal rights of shareholders, employees, and creditors, and to regulate its organization and behavior according to relevant laws [2][3] - The company was founded by Hu Delin and Hu Chun, with a registered capital of RMB 74,909.4187 million [3][4] - The company is a permanent corporation, and its legal representative is the general manager, elected by the board of directors [3][4] Business Objectives and Scope - The company's business objective is to create maximum benefits for shareholders while serving society with integrity and innovation [5] - The business scope includes various electrical equipment, testing services, and technology development related to electrical apparatus [5] Share Issuance and Structure - The company issues shares in the form of stocks, with each share having a face value of RMB 1 [7][8] - The total number of issued shares is 74,909.4187 million, all of which are ordinary shares [7][8] - The company prohibits financial assistance for acquiring its shares, except under specific conditions [8][9] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, attend meetings, supervise management, and request information [13][14] - Shareholders must comply with laws and the company's articles of association, and they cannot withdraw their capital except as legally permitted [15][16] Shareholder Meetings - The company holds annual and temporary shareholder meetings, with specific procedures for calling and conducting these meetings [18][19] - Shareholder meetings require a quorum and must follow legal and procedural guidelines for decision-making [19][20] Voting and Resolutions - Resolutions can be ordinary or special, with different voting thresholds required for each type [76][78] - Shareholders exercise voting rights based on their shareholdings, and specific rules apply to related party transactions [80][81] Board of Directors - The board of directors is responsible for managing the company and must report to shareholders annually [70][82] - Directors are nominated and elected through a defined process, ensuring transparency and compliance with regulations [82][83]

5月29日，博晖创新今日收盘5.93元，上涨2.07%，最新市净率3.52，总市值48.44亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入2.02亿元，同比-23.05%；净利润-4054437.18 元，同比-120.41%，销售毛利率38.37%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5博晖创新-330.17523.933.5248.44亿行业平均 49.6447.924.61106.85亿行业中值36.3637.152.4549.28亿1天益医疗-1776.29-3042.591.9022.64亿2澳华内 镜-644.66323.335.1667.94亿3诺唯赞-407.58-482.062.2487.22亿4爱朋医疗-359.62273.204.3329.51亿6奥精 医疗-139.08-203.851.8325.81亿7硕世生物-137.56-2010.081.2340.24亿8睿昂基因-102.37-84.041.4513.25亿9 康泰医学-89.13-75.303.1858.66亿10中红医疗-72.45-57.790.9250.35亿11华大智造-55.85- ...

5月22日，汽车诊断服务商元征科技（02488）在深圳总部举办投资者开放日活动。公司管理层及多位核 心业务负责人围绕公司战略布局、核心业务进展、财务表现、技术成果及未来规划等议题展开深度交 流，并展示了多款创新产品。 本次开放日活动吸引了近百名机构投资者参与，现场座无虚席。开放日上，投资者参观了元征科技展 厅，亲身体验 X-939 汽车智能驾驶校准&四轮定位机器人、X-613无线3D四轮定位仪、EVMIX-240模组 均衡充放电扩展工作站等创新产品的实操演示。随着智能化和新能源的浪潮推进，元征科技有望在全球 化与技术创新双轮驱动下，开启新一轮增长周期。 三十年深耕汽车后市场，全球化布局成效显著 智通财经APP了解到，元征科技成立于1992年，是一家专注于汽车诊断设备及解决方案的全球领先企 业。公司管理层在与投资者交流中强调："30多年来，我们始终聚焦汽车诊断与维修行业的技术创新， 业务覆盖全球230多个国家和地区，客户涵盖修理厂、修理工、整车厂、车主及汽修学校、保险公司、 二手车商等汽车业各环节。"截至2024年，元征科技在全球有约1000名员工，人均产值达180万元，并在 西安、南京等地持有物业资产，营业收 ...

Core Viewpoint - The article highlights the importance of meteorological monitoring and risk assessment in preventing geological disasters in the Three Gorges area, particularly focusing on the role of advanced technology in enhancing safety measures during the flood season [1][6]. Group 1: Meteorological Monitoring Network - A meteorological observation station has been established at the Fengxiang Gorge to monitor rainfall, temperature, soil moisture, and wind speed, providing crucial data for weather forecasting and disaster warnings [5][6]. - The monitoring network includes 30 meteorological observation stations and 2 Beidou deformation monitoring systems targeting 24 geological hazard points along the Yangtze River [6][7]. - The Chongqing Meteorological Bureau has developed a comprehensive meteorological risk monitoring network covering 431 geological hazard points with 381 observation stations, ensuring data availability within a 1-kilometer radius of these points [6][7]. Group 2: Risk Forecasting and Early Warning - The meteorological department produces detailed monitoring and forecasting products to assist navigation and safety management for vessels operating in the Yangtze River [7][8]. - The established meteorological risk warning system can provide forecasts for precipitation over the next 30 days, daily forecasts for the next 10 days, and hourly alerts for the next 24 hours, enhancing decision-making for disaster prevention [7][8]. - The system also includes alerts for extreme weather conditions such as heavy rain, strong winds, and low visibility, aimed at ensuring the safety of river navigation [7][10]. Group 3: Response to Adverse Weather - The meteorological department actively monitors adverse weather conditions, particularly during the main flood season, to provide timely support for disaster prevention [8][10]. - Recent heavy rainfall in Chongqing prompted immediate action from the meteorological department to strengthen weather defenses and issue relevant warnings [9][10]. - The department collaborates with natural resource agencies to deliver geological disaster risk warnings, emphasizing the need for coordinated efforts in disaster management [10].

Group 1 - The core business of Beijing Bohui Innovation Biotechnology Group Co., Ltd. is the research, production, and sales of in vitro diagnostic products, including testing instruments, software, reagents, calibration products, quality control products, and national standard substances [1] - As of the first quarter of 2025, the company reported a revenue of 202 million yuan, a year-on-year decrease of 23.05%, and a net profit of -4.05 million yuan, a year-on-year decrease of 120.41%, with a gross profit margin of 38.37% [1] - The latest closing price of Bohui Innovation was 5.78 yuan, down 2.69%, with a price-to-book ratio of 3.43 and a total market value of 4.722 billion yuan [1] Group 2 - The company has one institutional holder with a total holding of 4.1405 million shares, valued at 2.3 million yuan [1] - The company's PE (TTM) is -321.82, while the industry average PE (TTM) is 48.71, indicating a significant underperformance compared to the industry [2] - The industry median price-to-book ratio is 2.40, while Bohui Innovation's price-to-book ratio is 3.43, suggesting a higher valuation relative to its peers [2]