调研纪要：2025年上半年，在数通领域中，公司收入大幅度增长，尤其是针对400G/800G光模块需求， 呈现季度环比向上的趋势，预计下半年将大幅增长。公司100mW产品客户验证与测试符合预期，100G PM4EML通过客户验证，200G PM4EML处于客户推广阶段。公司在大功率CW光源、高速EML方面实 现核心技术突破。美国工厂正推进厂房改造、设备采购与团队搭建。公司已提前采购设备保障扩产，将 持续投入研发，优化工艺，维持较高毛利率水平。 证券之星消息，根据市场公开信息及9月2日披露的机构调研信息，汇丰晋信基金近期对5家上市公司进 行了调研，相关名单如下： 1)源杰科技(汇丰晋信基金管理有限公司参与公司2025年半年度报告业绩交流会) 2)金隅集团（601992）(汇丰晋信基金参与公司特定对象调研&分析师会议&电话会议) 调研纪要：8月以来冀中南、河南、重庆等地水泥复价落地15-30元，9月多数区域计划继续推涨。7月-8 月上旬价格下滑，8月中旬起多地推动价格复苏，预计9月起全国水泥价格普涨。广灵金隅、邯郸金隅、 双鸭山水泥完成产能置换公告，临澧冀东完成公示，未来将推进生产线置换。2025年上半年固废处置收 ...

苏州斯莱克精密设备股份有限公司于2025年8月29日上午8：30 - 9：30通过进门财经APP举行业绩说明 会，财通证券、Ofionk Capital、中金公司等33家机构人员参与。公司董事长兼总经理安旭先生、财务负 责人兼副总经理汪玮先生、董秘兼副总经理吴晓燕女士接待。 此次业绩说明会，公司介绍了自身基本情况，并就上半年业绩、业务合作等方面与投资者展开交流。 2025年上半年，苏州斯莱克营业总收入92,041.27万元，同比增加37.62%，但归属于上市公司股东的净 利润为 - 2,026.51万元，同比减少214.98%。利润减少主因电池壳业务虽营收达62,113.13万元，同比增长 53.99%且毛利率向好，但资产投入和营收增长致费用增加。 报告期内，电池壳业务凭借技术优势驱动市场扩张，营收保持双位数增长。公司与宁德时代等客户深入 合作，拓展新客户，如与烟台力华电源科技有限公司在46系列大圆柱电池等领域合作，近期还与韩国东 远系统公司签署《谅解备忘录》，拟共同组建合资公司，在美国和欧洲为韩国三大电池制造商的圆柱形 和方形电池壳业务深度合作。因电池壳业务尚处转型初期，虽受设备研发、人员投入、原材料涨价及 ...

证券简称：斯莱克 证券代码：300382 苏州斯莱克精密设备股份有限公司投资者关系活动记录表 编号：2025-004 二、投资者交流主要内容： 1、公司整个下半年，包括全年的业绩未来预期大概什么样 子？上半年是有些费用增长导致利润可能有些减少，下半年大 概什么状态？ 答：今年上半年，公司电池壳业务方面的数据包括毛利率在 向好的方向变化，预计下半年随着规模化效应的进一步显现， 这方面会有持续改善；另一方面是传统易拉罐/盖业务下半年通 常好于上半年，且现有执行合同也支持业绩的提升。公司将扎 实做好下半年度的销售工作，通过强化运营能力，持续性降本 增效，全力推动业绩改善，下半年业绩情况请关注公司未来披 露的定期报告内容。 2、公司半年报披露了谐波减速器里面零部件柔轮取得重大 研发突破，关于柔轮新技术方面优势，请您给我们展开讲一下？ | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（电话会议） 财通证券、Ofionk Capital、中金公司、汇丰晋信基金、紫 ...

Core Viewpoint - The company reported a revenue of 9.26 billion yuan for the first half of 2025, reflecting a year-on-year increase of 3.6%, and a net profit attributable to shareholders of 430 million yuan, up 8.5% year-on-year [1][2]. Group 1: Financial Performance - In Q2 2025, the company achieved a revenue of 4.92 billion yuan, representing a year-on-year growth of 6.1% and a quarter-on-quarter increase of 13.4% [1][2]. - The net profit attributable to shareholders for Q2 2025 was 220 million yuan, showing a year-on-year increase of 22.7% and a quarter-on-quarter growth of 1.3% [1][2]. Group 2: Market Development - The company secured a total of 526 new project approvals in the first half of 2025, with 161 in the automotive metal sector, where 89.97% of the new projects are in key products such as bumpers and battery shells [2]. - The company has also developed 365 new projects in the automotive piping system and received orders for liquid cooling products needed in energy storage, charging stations, and data centers, supporting long-term growth [2]. Group 3: Robotics and Sensor Business - The company has successfully delivered multiple small batch orders for its robotic sensors, and the six-dimensional force sensor design has been completed, with several foundational research projects underway [3]. - A decision has been made to establish a subsidiary for smart sensors to accelerate the development of the robotics business, which is expected to benefit from the rapid growth of embodied intelligence industries [3]. Group 4: New Business Growth Points - The company is advancing in the steer-by-wire business, having completed the design of an autonomous logistics vehicle steering system and entered the prototype manufacturing phase, exceeding expectations [4]. - The joint venture with AIDC is positioned to meet the increasing demand for liquid cooling solutions in data centers, which is anticipated to become a new growth point for the company [4]. Group 5: Investment Outlook - Revenue projections for 2025-2027 are estimated at 20.9 billion, 22.6 billion, and 24.4 billion yuan, with year-on-year growth rates of 11%, 8%, and 8% respectively [5]. - Net profit forecasts for the same period are 870 million, 990 million, and 1.15 billion yuan, with year-on-year growth rates of 32%, 15%, and 16% respectively [5].

每经AI快讯，斯莱克（SZ 300382，收盘价：14.28元）8月29日发布公告称，公司第六届第十次董事会 会议于2025年8月27日在公司会议室以现场结合通讯方式召开。会议审议了《关于公司2025年半年度报 告及摘要的议案》等文件。 2025年1至6月份，斯莱克的营业收入构成为：电池壳业务占比67.48%，专用设备制造占比29.48%，其 他业务占比3.04%。 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 张明双） ...

2025 年上半年明泰铝业的整体经营情况如何？ 2025 年上半年，明泰铝业实现销量 78 万吨，归母净利润 9.4 亿元，单吨净利 约 1,200 元。尽管同比去年略有下滑，但剔除去年因国内外铝价大幅上涨带来 的库存收益影响，今年利润仍有显著增长。公司通过产品结构改善，实现了进 一步的利润空间增长。预计下半年的产销量通常会比上半年更好，因此全年净 利润有望实现 10%左右的增长。 明泰铝业在 2025 年上半年的产品结构调整方面有哪些进展？ 明泰铝业 20250826 摘要 明泰铝业 2025 年上半年围绕高端制造和低碳循环，推广铝塑膜和铝箔 应用于固态电池分装，并与鹏辉能源达成战略合作，同时水冷板钎焊材 料覆盖动力电池和储能检测系统，部分材料间接供应英伟达，计算机智 能版业务取得进展。 公司重点推出全铝立柱机器人，已在比亚迪、中国烟草、辉瑞制药等智 能工厂试用。宏盛新材气弹炉预计三季度末试运行，客户储备包括理想、 赛力斯、上汽等，试用汽车结构件。引进激光诱导击穿光谱精分设备， 扩大废铝来源，提高复合材料回收效率。 公司计划未来三年将分红比例从 10%提升至 30%，按每年 20 亿左右净 利润计算，每年可 ...

Key Points Summary of Kasei Bio's Conference Call Company Overview - **Company**: Kasei Bio - **Industry**: Biochemical Manufacturing Financial Performance - **Revenue**: 1.671 billion CNY in H1 2025, up 15.68% YoY [2][37] - **Gross Profit**: 565 million CNY, up 25.4% YoY [2][37] - **Net Profit**: 309 million CNY, up 24.74% YoY [2][37] - **Total Assets**: 23.821 billion CNY, up 25.23% from the beginning of the year [2][37] - **Net Assets**: 17.453 billion CNY, up 51.67% from the beginning of the year [37] - **Fundraising**: Completed a private placement raising 5.915 billion CNY [2][37] Business Segments and Developments Long Carbon Chain Dicarboxylic Acids - **Market Demand**: Strong demand for long carbon chain dicarboxylic acids, with plans for timely capacity expansion [2][6] - **Capacities**: The 40,000-ton caproic acid project is nearing full production, with positive sales performance [3][5] Biobased Polyamide - **Collaborations**: Established a task force with China Merchants Group to advance pilot projects in textiles, construction, and renewable energy [2][4] - **Market Adoption**: Brands like Hailan Home have begun using biobased polyamide materials [2][21] Composite Materials - **Product Development**: Progress in composite materials focusing on modern construction, logistics, and renewable energy [2][5] - **Commercialization**: Long carbon chain nylon has entered mass production for commercial vehicle applications [2][9] Battery Shell Project - **Partnership with CATL**: The project in Hefei is progressing with 18 planned production lines, with the first phase consisting of 4 lines [2][7][8] - **Production Capacity**: Expected to produce 410,000 tons of biobased composite materials annually [7] Solar and Energy Storage Solutions - **Supply Chain**: Established supply chains for photovoltaic frames and developed complete solutions for energy storage [11][12] Market and Regulatory Environment - **Export Stability**: Tariff issues have had minimal impact on export business, maintaining stable export ratios [20][21] - **Intellectual Property**: Victory in a European IP lawsuit positively impacts business in the European market [21] Future Outlook - **Expansion Plans**: Plans to expand production capacity for long carbon chain dicarboxylic acids and biobased polyamide [6][38] - **Policy Support**: Anticipated government policies to support biomanufacturing, including tax incentives [19] - **Market Positioning**: Aiming to become a leading supplier in the domestic market with over 50% market share in dicarboxylic acids by year-end [16] Challenges and Strategies - **Market Acceptance**: Challenges in promoting new materials due to customer adaptation to new technologies [34][35] - **Cost Efficiency**: Focus on reducing costs and improving efficiency through technological innovations [17][18] Conclusion Kasei Bio is positioned for growth with strong financial performance, ongoing collaborations, and a focus on innovative biobased materials. The company is navigating market challenges while leveraging regulatory support to enhance its competitive edge in the biochemical manufacturing industry.

Core Viewpoint - Sileck (SZ 300382, closing price: 14.91 CNY) announced the convening of its sixth board meeting on August 8, 2025, to discuss the appointment of a new vice president and other matters [2] Group 1: Financial Performance - For the fiscal year 2024, Sileck's revenue composition is as follows: battery shell business accounts for 66.16%, specialized equipment manufacturing for 30.94%, and photovoltaic power generation and others for 2.89% [2]

斯莱克（SZ 300382，收盘价：14.91元）8月8日晚间发布公告称，公司审议通过了《关于聘任公司副总 经理的议案》，因公司经营发展需要，经总经理提名，董事会提名委员会进行任职资格审核，公司董事 会同意聘任施小兵先生为公司副总经理。 2024年1至12月份，斯莱克的营业收入构成为：电池壳业务占比66.16%，专用设备制造占比30.94%，光 伏发电及其他占比2.89%。 （文章来源：每日经济新闻） ...

Summary of the Conference Call for Minth Group Company Overview - Minth Group is a leading automotive parts supplier, established in 1992 and listed in Hong Kong since 2005. The company has expanded globally with production bases in Mexico and Serbia, among others [8][9]. Financial Performance and Valuation - The company expects a profit of approximately 2.8 billion RMB in 2025, with a current valuation of about 7.8 times earnings. With an increase in the dividend payout ratio to 40% and positive prospects in emerging businesses, the valuation could rise to over 10 times, potentially reaching 12-15 times [2][7]. - In 2024, the overall profit reached 2.3 billion RMB, marking a new high, with expectations for continued growth in 2025 [10][11]. Market Dynamics - The European electric vehicle (EV) market is projected to grow by 22% in 2025, driven by carbon emission policies, corporate vehicle purchase subsidies, and government support. Minth Group's order revenue in Europe was 5.3 billion euros in 2024, with expectations for continued high growth [2][3][4]. - The penetration rate of new energy vehicles in Europe increased to 11.2% from January to April 2025, with sales in May reaching 230,000 units, a year-on-year increase of 36.2% [3]. Business Segments and Innovations - Minth Group is actively expanding into low-altitude aircraft and robotics technology, establishing partnerships with multiple clients, including long-term collaborations with Tesla and Zhiyuan [2][6]. - The company holds a significant market share in the battery shell business, with an estimated market share of 20% in 2024. The demand for battery shells remains stable, and the company plans to deepen its involvement in this area [12][17]. Globalization and Operational Efficiency - The company has improved capacity utilization and reduced capital expenditures through a global layout and centralized operational model, with factories in North America, Europe, and Asia [2][19]. - The implementation of a divisional management structure has enhanced management efficiency and reduced management costs, contributing to Minth Group's status as a leading parts supplier [4][21]. Research and Development - Minth Group maintains a high level of R&D investment, approximately 1.4 billion RMB annually, which accounts for over 6% of revenue. This investment supports both traditional product development and emerging business areas like low-altitude robotics [14][15]. Future Outlook - The company is entering a capacity release phase, accelerating the development of its European battery box business, which is expected to drive revenue and profit growth. There is a positive shift in the revenue structure towards self-owned brands and overseas markets [22]. - The company is well-positioned to benefit from the ongoing growth in the EV market and the expansion of its new technology segments, indicating a strong outlook for sustained profitability [22].