洪田科技的技术优势不仅限于铜箔设备。公司是国内首家掌握并采用"一步全干法"工艺路线设计、生产 超精密真空镀膜设备的厂商。其研发的真空镀膜设备可一次性实现卷对卷双面各镀1微米金属材料(覆盖 金银铜铝等)，广泛应用于锂电、固态电池、泛半导体、光伏、军工航天及消费电子等多个前沿领域。 在产能布局方面，洪田科技已在上海、江苏盐城、江苏南通、广东东莞等地设立多家子公司，并在中国 及日本建立研发中心，积极布局全球市场。目前，公司铜箔设备年产能已超过1000台套，其量产的最大 阴极辊直径达3.6米。依托占地面积约13万平方米的高端成套设备产业园，洪田科技制造的电解铜箔设 备产量已位居全球前列。 洪田科技表示，未来将在全面提升核心竞争力的同时，不断拓宽新业务赛道，打造新的增长点。公司始 终聚焦于解决中国高端铜箔生产装备与超精密真空镀膜设备未来发展的关键瓶颈，持续加速打造超精密 真空镀膜设备平台企业，致力于成为"国际领先的新能源高端装备制造商"，为推动新能源产业升级而不 懈努力。 资料显示，作为国内知名的新能源智能装备制造商，全国锂电铜箔设备领域的龙头企业，洪田科技主要 业务涵盖新能源锂电池负极材料生产设备、覆铜板CCL、PC ...

问：在智能手机、TWS耳机等市场公司的渗透率如何？答：在现有大客户保持订单增长的同时，借助 硬件迅速发展，公司在新的龙头客户也在逐步提升产品渗透率。 问：公司年报中提到，今年已在武汉成立子公司，请问这个子公司的定位是什么？答：2025年3月，公 司在武汉东湖新技术开发区设立子公司，积极拓展公司在数据通信、服务器、光通讯领域的业务。 机构调研要点 6月3日业绩说明会 问：公司从2024年度营收、净利润双双大幅增长，主要原因是什么？答：2024年，随着人工智能创新技 术驱动、用户消费升级及新兴场景拓展，智能手机、可穿戴设备等消费电子市场呈现终端需求的持续回 暖态势，行业未来增长预期正在进一步重塑。公司实现营业收入47,946.02万元，同比增长55.21%；实 现归属于母公司所有者的净利润4,510.66万元，同比扭亏为盈。 截至2025年6月6日收盘，菲沃泰（688371）报收于15.45元，较上周的15.12元上涨2.18%。本周，菲沃 泰6月4日盘中最高价报15.68元。6月3日盘中最低价报15.01元。菲沃泰当前最新总市值51.83亿元，在电 子化学品板块市值排名26/33，在两市A股市值排名2831/5 ...

Core Viewpoint - The company is committed to enhancing its operational quality and governance to boost investor confidence and contribute to high-quality economic development, with a focus on its "Quality Improvement and Efficiency Enhancement" action plan for 2025 [1] Group 1: Business Development and Market Opportunities - The company is a leader in the global nano-coating field, with technological advantages in coating equipment design and material formulation, addressing the protective needs of lightweight and miniaturized electronic products [1] - The consumer electronics market, including smartphones and wearable devices, is experiencing a recovery in terminal demand, presenting new opportunities and challenges for the company [2] - The company aims to expand its business scope by exploring new markets and customers, focusing on technological upgrades and innovation [2] Group 2: Technological Innovation and R&D - The company is actively embracing artificial intelligence, developing AI technology platforms to enhance its research and development capabilities and create a smart factory [3] - As of the end of 2024, the company has obtained a total of 334 authorized patents, including 240 invention patents, reflecting its commitment to technological innovation [6] - The company collaborates with academic institutions to enhance its R&D capabilities, evidenced by the establishment of various innovation centers and laboratories [7] Group 3: Product Development and Market Expansion - The company plans to strengthen its existing product lines while developing new products such as transparent hardening films and moisture barrier films to meet diverse customer needs [4] - The rapid development of new information infrastructure presents significant opportunities in fields like cloud servers and integrated circuit packaging, which the company aims to capitalize on [4] - The company has set ambitious revenue targets for its strategic new business areas, aiming for at least 70 million yuan in 2025 and 150 million yuan in 2026 [5] Group 4: Governance and Investor Relations - The company is enhancing its governance structure to improve operational standards and risk management, ensuring effective implementation of business plans [6] - The company emphasizes high-quality information disclosure and investor communication, utilizing various channels to engage with investors and respond to their concerns [9] - A shareholder dividend return plan has been established to ensure stable and continuous profit distribution, with a focus on balancing immediate and long-term shareholder interests [10]

证券代码： 002613 证券简称：北玻股份 | | □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 （请文字说明其他活动内容） | | 参 与 单 位 名 称 | 通过全景网"投资者关系互动平台"（https://ir.p5w.net）参与公司 2024 年年度暨 | | 及人员姓名 | 2025 年第一季度网上业绩说明会的投资者 | | 时间 | 2025 年 5 月 15 日 (周四) 下午 15:00~17:00 | | 地点 | 全景网"全景•路演天下"（http://rs.p5w.net） | | | 1、副董事长、总经理高理 | | 上 市 公 司 接 待 | 2、财务总监夏冰 | | 人员姓名 | 3、独立董事 | | | 4、董事会秘书王鑫 | | | 1、featherstone 北玻股份国内外订单情况，外销订单占比？ | | | 尊敬的投资者您好，感谢您对公司的关注与支持！公司 2024 年度的出口收入约为 | | ...

Core Viewpoint - The company held an online performance briefing for 2024 and Q1 2025, achieving a 100% response rate to investor questions, indicating strong investor engagement and transparency [1] Group 1: Financial Performance - The company's export revenue for 2024 is approximately 581 million yuan, accounting for about 35.57% of total revenue [2] - The overseas business revenue in Q1 did not show significant changes compared to the previous year, indicating stable overall business development [10] Group 2: Product Development and Technology - The company has developed advanced glass tempering equipment that features adaptive heating and improved energy efficiency, enhancing product quality [4][5] - The automation systems developed by the company's subsidiary integrate various glass processing stages, providing a comprehensive solution for smart glass manufacturing [3][19] Group 3: Market Strategy and Future Direction - The company aims to focus on core business areas, emphasizing innovation and green development as strategic priorities to enhance market competitiveness and brand value [7][16] - The company has established a strong presence in over 110 countries, with significant engagement in the Belt and Road Initiative, positioning itself to capitalize on international market opportunities [12][14] Group 4: Corporate Governance and Investor Relations - The company is committed to maintaining investor rights and will disclose any stock repurchase plans in accordance with legal regulations [6][21] - The company actively participates in social responsibility initiatives, including rural revitalization projects, reflecting its commitment to societal value [22]

在本次回复中，会计师事务所补充道，保留意见涉及事项仅与洪田股份关联方关系和关联交易的披露相 关，并未影响多个财务报表项目，不构成财务报表的主要组成部分，不影响洪田股份的持续经营能力， 不会导致其他严重后果，并表示该事项对洪田股份2024年度财务报表可能产生的影响不具有广泛性。 2024年3月，控股子公司洪田科技成功举行真空磁控溅射设备交付暨磁控溅射蒸发一体机新品发布会。 此次发布的全球首台真空磁控溅射蒸发一体机，具备完全自主知识产权，标志着公司在复合集流体行业 和真空镀膜领域实现关键技术突破。 得益于技术领先和服务深化，洪田科技超精密真空镀膜设备(涵盖光学领域及复合集流体领域)销售持续 强劲，其累计新签订单金额达1.21亿元，刷新历史纪录。同时，二级控股子公司洪星真空亦表现出色， 近期签订订单近4000万元，客户覆盖鼎华芯泰、志天纳米、高登电子、福兰特等行业知名企业。 此前，由于与诺德股份（600110）的关联交易事项，立信会计师事务所对洪田股份2024年度财务报表发 表了保留意见。 与此同时，针对洪田股份与诺德股份的关联交易，会计师事务所实施了一系列审计程序。包括对与公司 发生关联交易的诺德股份的主要子公司 ...

证券代码：002175 证券简称：东方智造 编号：2025-001 投资者关系活动 类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □其他 □分析师会议 ☑业绩说明会 □路演活动 参与单位名称及 人员姓名 公司 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 9 日下午 16 点-17 点 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云 访谈"栏目 上市公司接待人 员姓名 董事长王宋琪先生、董事兼总经理陈斌先生、董事兼副总经理彭敏 女士、独立董事陈守忠先生、财务总监陈伟先生、董事会秘书姜苏 莉女士 投资者关系活动 主要内容介绍 公司董事会已于 2025 年 4 月 29 日披露了 2024 年年度报告及 摘要。为了让广大投资者更深入全面地了解公司经营情况，公司于 2025 年 5 月 9 日(星期五)下午 16 点-17 点举办 2024 年年度业绩 说明会，就公司发展战略、生产经营等情况与投资者进行充分交 流，业绩说明会交流的主要内容如下： 问题 1：公司发了简易融资的公告，是要搞再融资吗？本次募 集资金的用途 ...

漫 4月25日，金石亚药发布年报，2024年实现营业收入11.02亿元，同比下降8.84%；实现归母净利润9176.18万元，同比下降27.29%；实现扣非净利润8229万 元，同比下降27.88%；基本每股收益为0.23元/股。 财报显示，2024年金石亚药研发投入为4999万元，营收占比为4.54%，双氯芬酸钠缓释片一致性评价进入申报阶段，抗病毒药物磷酸奥司他韦胶囊获批上 市；完成"今幸氨糖软骨素姜黄片"批件获取，拟通过电商渠道加速推广。 海外布局方面，2024年金石亚药机械板块通过定制化磁控溅射真空镀膜设备服务全球客户，墨西哥工厂规划中，强化氢能管道技术输出能力。 金石亚药2024年拟每10股派发现金红利0.69元（含税）。 2024年，金石亚药经营活动现金净流入1.58亿元，同比增长4.6%；加权平均净资产收益率为3.75%，同比下降1.65个百分点；毛利率为57.44%，同比下降 6.44%；资产负债率为19.16%，净利率为8.03%。 分业务看，2024年金石亚药感冒药业务核心产品"快克"系列收入占比为55.49%，但受零售端需求萎缩及外资产药品冲击，收入同比下降17.16%；保健食品 与中药饮 ...

4月25日晚，洪田股份（SH603800，股价24.56元，市值51.08亿元）连续收到"坏消息"。 同一天，诺德股份也发布公告称，收到实际控制人陈立志、董事许松青通知，其于4月25日收到中国证 监会送达的《立案告知书》，因涉嫌未按规定披露关联交易等违法违规行为，中国证监会决定立案。 据此前公告，诺德股份旗下子公司西藏诺德科技有限公司（以下简称诺德科技）原为洪田股份持股5% 以上股东。2024年10月底，诺德科技表示因经营计划和资金需求，拟自公告披露之日起15个交易日后的 3个月内，减持洪田股份的股份不超过3%。 此外，洪田股份2024年业绩大幅下滑，营业收入和归母净利润分别同比下降38.60%和42.87%。业绩颓 势已延续至今年一季度，公司一季度营收同比减少近60%，归母净利润为亏损2524.87万元。 交易所要求洪田股份进一步核实除已披露的控制权转让协议外，舒志高、赵伟斌及其他相关主体之间是 否存在对上市公司控制权的其他安排；公司收购洪田科技股权、剥离原石油钻采业务相关资产等交易是 否实际为一揽子交易，舒志高、赵伟斌与洪田科技是否存在关联关系等。 洪田股份2024年度审计机构立信会计师事务所（特殊普通合 ...

Core Viewpoint - The company achieved stable revenue growth and core business resilience through a strategy of "technological innovation + market expansion," despite intense market competition [1][3]. Financial Performance - The company reported a revenue of 1.634 billion yuan and a net profit of 60.44 million yuan for the fiscal year 2024, with a significant increase in net cash flow from operating activities reaching 214 million yuan, up 81.22% year-on-year [1]. - The company plans to distribute a cash dividend of 0.30 yuan per 10 shares (including tax) [1]. Business Segments - The glass tempering equipment business generated revenue of 778 million yuan, a year-on-year increase of 6.95%, accounting for 47.64% of total revenue, with a strong market presence in over 110 countries and regions, and an international market share of nearly 36% [1][2]. - The high-end curtain wall glass business achieved revenue of 584 million yuan, growing by 8.45%, focusing on landmark projects with significant technical barriers and maintaining a high gross margin [1]. International Market - Revenue from overseas markets reached 581 million yuan, reflecting a year-on-year growth of 2.15%, with over 80% coverage in countries participating in the "Belt and Road" initiative, demonstrating strong anti-cyclical capabilities [2]. Research and Development - The company invested 117 million yuan in R&D for 2024, holding a total of 446 authorized patents, including 106 invention patents, with significant advancements in energy-efficient technologies [2]. - The company launched a 2.0 version of an intelligent flexible production line, generating 41.21 million yuan in revenue, a remarkable increase of 98.75% year-on-year [2]. Capital and Asset Management - The company completed a private placement of shares, raising a net amount of 493 million yuan for projects aimed at enhancing high-end production capacity, with total assets reaching 3.109 billion yuan, a year-on-year increase of 22.59%, and a healthy debt-to-asset ratio of 34.5% [2]. Strategic Positioning - The company is positioned to leverage trends in energy conservation and intelligent upgrades in the industry, with improved cash flow and core business growth indicating operational resilience [3].