(2025 年内蒙古辖区上市公司投资者网上集体接待日) 证券代码： 300239 证券简称：东宝生物 债券代码： 123214 债券简称：东宝转债 包头东宝生物技术股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动类 | □分析师会议 □特定对象调研 | | --- | --- | | 别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及人 | 参与 年内蒙古辖区上市公司投资者网上集体接待日活动的投资者 2025 | | 员姓名 | | | 时间 | 年 月 2025 7 11 日(周五)16:00—18:00 | | 地点 | 网络远程方式(全景网"投资者关系互动平台"，https://ir.p5w.net) | | 上市公司接待人员 | 董事、总经理刘芳先生 | | 姓名 | 财务总监郝海青先生 | | | 副总经理、董事会秘书单华夷女士 | | | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net)采用网络 | | | 远程的方式参与 2025 年内蒙古辖区上市公司 ...

Core Viewpoint - The transformation of the Hebei-Shandong-Henan anti-Japanese base from a battlefield to a vibrant area of development and revitalization is highlighted, showcasing the integration of historical legacy with modern economic growth [1][6]. Group 1: Historical Significance - The Lu Xinan Martyrs' Cemetery in Shandong serves as a memorial for over 10,000 heroes who sacrificed their lives during the Anti-Japanese War and the Liberation War, symbolizing enduring loyalty [1]. - The historical sites in the region, such as the red education base in Hebei, continue to educate future generations about the sacrifices made during the war, with over 200,000 participants expected in 2024 for ideological practice and research activities [5][6]. Group 2: Economic Development - The former battlefields are now transformed into productive agricultural areas, such as the standardized kiwi orchards in Nanyang, which utilize modern agricultural practices and have become local economic staples [3][6]. - The textile industry in Nangu City has evolved significantly, with the annual production of fine cashmere fabric reaching 2.5 million square meters, exporting to Europe and America, and generating revenues five times higher than ordinary fabrics [6]. - The local clothing and apparel industry cluster is projected to achieve an operating income of 14 billion yuan in 2024, benefiting nearly 40,000 people through increased income opportunities [6].

Core Points - Recently, Luyin Group Yucheng Cashmere Textile Co., Ltd. received a fine from the Yucheng Emergency Management Bureau for safety violations [1][3] - The company was fined a total of 17,000 yuan for failing to meet national safety standards and not providing adequate safety warnings in hazardous areas [2][3] - Luyin Cashmere Company was previously a wholly-owned subsidiary of Luyin Investment, which announced plans to transfer 50% of its shares in the company for 11.7935 million yuan [6][8] Company Information - Luyin Cashmere Company was established in 2004 with a registered capital of 60 million yuan and is located in the Yucheng High-tech Industrial Development Zone [8] - The company specializes in producing cashmere yarn and various blended yarns, with an annual production capacity of 1,500 to 2,000 tons [6][8] - As of February 2023, the ownership structure changed, with Luyin Investment and Lihong Investment Holding (Shandong) Co., Ltd. each holding 50% of the shares [6][7] Financial and Market Data - As of July 2, 2025, Luyin Investment's stock price was 6.40 yuan, reflecting a slight increase of 0.31% [9]

Core Viewpoint - The report from West Cow Securities maintains a cautiously optimistic outlook on Business Travel Holdings (01982), highlighting a slight decline in revenue for the fiscal year 2024/25 but an improvement in gross margin [1] Group 1: Financial Performance - Revenue for the fiscal year 2024/25 is projected to decrease by 0.6% year-on-year, with gross margin slightly improving to 18.0% [1] - Net profit is expected to decline by 6.6% due to increased fixed asset disposal losses and rising personnel costs, despite the absence of negative impacts from impairment losses [1] - The company announced a dividend of HKD 0.015 per share for the second half of the year, with a payout ratio of approximately 75% for the fiscal year [1] Group 2: Product Sales - Sales volume for traditional knitted products and fully-fashioned products decreased to 22 million pieces and 4.7 million pieces, respectively, leading to a revenue decline of approximately 4.2% for knitted products [1] - The unusually warm winter climate contributed to a significant drop in sales, although growth in cashmere products somewhat alleviated the overall decline [1] - The overall order level remains stable, with expectations that total sales for the fiscal year will remain flat year-on-year [1] Group 3: Future Growth Potential - New cashmere yarn production capacity is expected to come online in 2026, with external sales of cashmere yarn achieving a 0.4% year-on-year growth, reaching approximately HKD 580 million [1] - The cashmere yarn factory in Hebei is operating at full capacity, with an anticipated annual capacity increase of 300 to 400 tons in 2026, expected to drive revenue growth for the company [1] Group 4: Business Outlook - The fabric business has shown significant improvement, with losses substantially reduced, and is expected to reach breakeven next year due to increased utilization and sales growth [2] - Despite rising inventory levels primarily due to increased raw material stock for cashmere yarn, the impact on the company is considered limited [2] - Macroeconomic uncertainties remain, particularly regarding international tariffs, which could adversely affect sales and profit margins, although the company believes it can reach reasonable solutions with partners in the long term [2]

Core Insights - Inner Mongolia is actively promoting the transformation and development of agriculture and animal husbandry, focusing on ecological agriculture and deep processing of agricultural products to enhance the quality and efficiency of the industry [2][6]. Group 1: Agricultural Production Optimization - The introduction of intercropping, such as planting sunflowers between rows of wheat, has led to a 30% increase in net profit per mu [2]. - In 2024, grain production in Inner Mongolia is expected to reach 82.01 billion jin, with an average yield increase of 24.2 jin per mu [2]. Group 2: Structural Improvement - The region is optimizing its production structure by developing 18 advantageous industrial belts for crops and livestock, including corn, wheat, and beef [4]. - The focus is on selecting high-quality varieties and efficient planting models to ensure both yield and income for farmers [4]. Group 3: Technological Empowerment - The contribution rate of agricultural technology progress in Inner Mongolia has reached 62.4%, with over 90% mechanization in crop farming [5]. - Smart farming technologies are being adopted, allowing for automated feeding and management of livestock, significantly improving efficiency [5]. Group 4: Deep Processing and Value Chain Extension - The development of deep processing in agriculture aims to extend the industrial chain, with a target of achieving a processing conversion rate of over 78% for major agricultural products in 2023 [6]. - The agricultural industry in Inner Mongolia is projected to exceed 700 billion yuan in key industry chain output value by 2024 [6].

夏日高原，艳阳高照。西藏海拔最高的口岸——里孜口岸内外熙熙攘攘。 新华社拉萨6月25日电 题：中尼口岸双边贸易持续增长 新华社记者李华、蒋梦辰 在中尼双方的共同努力下，2023年4月1日，吉隆口岸恢复双向人员往来。如今，从日喀则吉隆县吉隆镇到吉隆口岸沿途，记者看到尼泊尔大卡 车不时驶过或停在路边装卸货物。 每天上午，尼泊尔商人顿珠次仁都会带着两个大袋子在里孜口岸外等待。"里孜口岸通关后，我就在这里的边贸市场做生意，家里生活条件越来 越好。"顿珠次仁告诉记者。 海拔4772米的里孜口岸，2023年11月13日开通运行，是继樟木、吉隆、普兰之后，西藏第四个正式通关的陆路口岸。 记者在里孜口岸边贸市场内看到，每个商户都有固定摊位，配套设施完善，水电齐全。"以前在传统边贸点摆摊，只有几顶简易帐篷，遇到下雨 下雪，货物经常受损，连上厕所都成问题。现在搬进了新建的边贸市场，玻璃顶棚通透明亮，还没有租金，方便多了！"顿珠次仁说。 西藏是我国面向南亚开放的重要通道。2015年，受尼泊尔地震影响，历史上曾承担中国一半以上对尼贸易和西藏90%以上对尼贸易的樟木口岸 一度关闭。2023年，樟木口岸逐步恢复双向货运通道功能及双向人员 ...

本届南博会汇聚众多南亚东南亚优选好物，手工地毯、羊绒披肩、羊毛毡挂件、特色手工鞋等商品广受 中国消费者好评。中国作为全球超大市场的魅力和机遇、持续推进高水平对外开放的决心与实践、云南 独特的区位条件和地理优势，让南博会像一块巨大"磁石"，吸引南亚东南亚企业汇聚昆明。在巴基斯坦 木制家具展商拉姆齐看来，吸引他一次又一次踏上南博会之旅的，是中国强大的物流运输能力与昆明优 越的枢纽位置。"昆明和中国，仿佛一块巨大的磁石，把邻国的目光和购买力都吸引过来。" 南博会的成功之处不仅体现在签约合同金额的增长，更体现在贸易促进、产业升级等领域持续显现的溢 出效应。本届南博会重点突出绿色贸易、数字贸易、服务贸易和展示新质生产力成果。展会还专门设置 制造业馆、绿色能源馆、咖啡产业馆、中药材产业馆等11个专业馆，集中展示中国与南亚东南亚国家有 经贸合作潜力的先进制造、清洁能源、现代农业等。在南博会1万平方米的咖啡产业馆里，越南咖啡商 阮明达不仅看到了多款高技术咖啡设备，更发现了"从种子到杯子"的智能化、高价值化之路，迫不及待 想与参展企业展开更深层的技术合作。南博会上的"咖啡+"正构建起各国客商间的产业桥梁，让产业链 的红利助力共 ...

6月19日，第九届中国—南亚博览会（以下简称"南博会"）在云南昆明开幕。本届南博会延续"团结协 作、共谋发展"主题，突出国际化、专业化、市场化、品牌化，设置16个专题展馆，有73个国家、地区 和国际组织参会，2500多家企业参展。 近年来，中国同南亚国家贸易合作稳中有进，投资合作亮点纷呈，开放合作逐步扩大。数据显示，去年 中国与南亚国家贸易额接近2000亿美元，10年间实现翻番，年均增长约6.3%。 经贸合作走深 印度的黄铜及木制手工艺品，巴基斯坦的木制家具、纺织品，斯里兰卡的红茶、香料、宝石首饰……南 亚馆内展品丰富多样，让人目不暇接。本届南博会设置了2个南亚馆、近800个展位，为南亚国家商品搭 建了充分展示的平台。 来自尼泊尔的参展商妮塔曾在北京、上海等地做过服装贸易，这是她首次参加南博会，带来了尼泊尔生 产的羊绒丝巾和披肩，"希望能通过南博会赢得更多中国消费者的喜爱"。 特色服饰、非遗文创、创意食品、智能家居……不同国家的特色产品和创新成果在此汇聚，架起区域协 作的桥梁，吸引南亚、东南亚及国内各省份客商纷至沓来，共觅商机。 朱玉洁是泰国一家企业的国际采购负责人。她表示，当前中国的新茶饮品牌在泰国受到年轻 ...

证券代码：600295 证券简称：鄂尔多斯 公告编号：临 2025-014 内蒙古鄂尔多斯资源股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.6元，B 股每股现金红利0.083224美元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/20 | － | | 2025/6/23 | | | Ｂ股 | 2025/6/25 | 2025/6/20 | | 2025/7/3 | | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 A 股代码 600295 A 股简称 鄂尔多斯 编号：临2025-015 B 股代码 900936 B 股简称 鄂资B股 内蒙古鄂尔多斯资源股份有限公司 关于2024年年度业绩说明会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、业绩说明会召开情况 内蒙古鄂尔多斯资源股份有限公司（以下简称"公司"）于2025年6月18日下午16:00-17:00通过上证路演 中心（https://roadshow.sseinfo.com/）在线召开2024年年度业绩说明会。公司董事兼总经理张磊先生、董 事兼董事会秘书郭升先生、独立董事张世潮先生、财务总监刘建国先生针对公司发展的经营业绩、发展 规划等投资者关心的问题与广大投资者进行交流和沟通，在信息披露允许的范围内就投资者普遍关注的 问题进行了回答。 二、交流的主要问题及本公司的回复情况 本次业绩说明会中投资者提出的主要问题及回复整理如下： （一）请您介绍下贵司的KVSS品牌？ 答复：尊敬的投资者，您好！公司的供应链品牌"K ...