Group 1: Company Outlook and Projects - The company anticipates an improvement in performance due to expected price increases in PTA, driven by national policies addressing price wars and profit compression [2] - Two ongoing projects include: - A composite new materials production base in Tibet with an annual capacity of 30,000 tons, enhancing local production capabilities and market coverage [2][3] - A biomass boiler project aimed at reducing carbon emissions, projected to save CNY 23.55 million in fuel costs and generate a net profit of CNY 14.99 million annually [3] Group 2: Competitive Strategy - The company invests heavily in R&D to innovate recycling methods, allowing for the use of multi-component recycled materials, thus maximizing environmental and economic benefits [4] - Collaboration with Donghua University focuses on developing new materials to diversify product offerings and enhance customization [4] - The production line's flexibility mitigates risks associated with customer concentration, ensuring stable profit margins [4] Group 3: Business Philosophy - The company's philosophy is centered on "turning waste into treasure" and prioritizing environmental protection, aligning with China's dual carbon goals [5][6] - Future initiatives will incorporate AI and IoT technologies to improve resource efficiency and contribute to carbon neutrality [6]

Group 1: Product Overview - The main product, screw drill tools, provides power rotation for drilling and is considered a consumable due to wear and tear in harsh environments [2] - The company is developing a new product, ultra-wear-resistant high-pressure acid fracturing hoses, which is expected to become a new business growth point as it replaces traditional steel pipes [2] Group 2: Shareholder Returns - The company emphasizes shareholder returns and plans to increase the dividend ratio and frequency as profits grow, with a focus on enhancing shareholder value [3] Group 3: Market Evaluation and Future Focus - The domestic market is expected to stabilize, with a focus on ensuring stable oil and gas resource supply as a key to energy security [3] - The company aims to increase investment in overseas markets, particularly in South America and Africa, targeting a strategic goal of achieving 50% of total revenue from international operations [3]

Group 1: Business Overview - The company provides a comprehensive industry solution integrating high-precision positioning cloud platforms, equipment, thematic maps, and CORS construction and operation services, targeting industries such as natural resources, transportation, and emergency response [1] - The company has developed a displacement monitoring system solution that autonomously collects 3D deformation, crack, and rainfall data, significantly enhancing disaster perception and early warning capabilities for industry users [2] Group 2: Industry-Specific Solutions - For the hydrology and water conservancy sectors, the company offers integrated sensing solutions that combine underwater sonar detection and 3D laser technology, enhancing digital transformation and disaster prevention capabilities [2] - In the railway sector, the company provides safety monitoring systems that ensure the safety of personnel and assets, utilizing real-time data to prevent dangerous situations [3] Group 3: Energy Sector Applications - The company integrates multiple positioning technologies to offer systematic services for the energy sector, including monitoring subsidence in power transmission lines and ensuring safety in petrochemical facilities [3] Group 4: Intelligent Driving and Navigation - The company supplies high-precision positioning products and solutions for passenger vehicles, agricultural machinery, and construction equipment, enhancing autonomous driving capabilities [4] - The company has achieved over 100% year-on-year revenue growth in its intelligent driving business, with significant deliveries to major automotive manufacturers [4] Group 5: Agricultural and Construction Machinery - The company has developed core products for construction machinery control, successfully applied in major domestic projects, and expanded its sales network in the agricultural machinery sector, establishing over 20 new overseas sales channels [6] - The company’s agricultural navigation systems can achieve real-time guidance and control with an accuracy of 2.5 cm, significantly improving operational quality and efficiency [4] Group 6: Precision Time-Space Perception Equipment - The company offers high-precision positioning equipment and solutions for various industries, including natural resources and emergency services, facilitating effective decision-making and data acquisition [7] - The company has developed advanced measurement solutions that achieve millimeter and centimeter-level precision, revolutionizing traditional surveying methods [8] Group 7: International Business Development - The company has expanded its overseas market presence, particularly in Asia, South America, and Europe, benefiting from the "Belt and Road" initiative and the competitive pricing of domestic products [9] - The company has established a robust dealer network to support long-term overseas business development, with successful applications of its machinery control products in multiple international markets [9]

Group 1: 2025 Business Performance - The overall revenue growth in 2025 was consistent with the previous three quarters, with profit growth outpacing revenue growth [2] - The overseas business revenue increased compared to the previous year, becoming a significant support for revenue growth and diversifying the income structure [2] - The company made positive progress in optimizing product structure, leading to steady improvement in overall operational quality [2] Group 2: 2026 Business Outlook - In 2026, the company will focus on both domestic and international markets, enhancing dental processing factories and oral medical service institutions [3] - The company aims to leverage favorable national policies and improve downstream customer competitiveness through new solutions like digital implants and aesthetic restorations [3] - There is confidence in achieving steady growth in performance due to the team's continuous efforts [3] Group 3: 3D Printing Business Progress - The 3D printing business is progressing well and is expected to become a core performance driver, with the EZprint-P1 printer capable of completing half-arch prints in 20 minutes [4] - The printing materials have a solid content of 53% and have received FDA certification, with domestic and EU certifications forthcoming [4] - The company sees significant growth potential in the dental 3D printing market, with applications expanding into various fields such as implants and orthodontics [4] Group 4: Impact of Rare Earth Export Policies - Yttrium oxide, a crucial raw material for the company's upstream suppliers, is affected by stricter rare earth export control policies since 2025 [5] - The market price of yttrium oxide has been rising due to these export restrictions, which may lead to cost pressures in the overseas supply chain if policies persist [5]

Group 1: Company Strategy and Operations - The company adopts a "one body, two wings" strategy, focusing on product and technology to create mineral processing solutions, supported by resource investment for product trials and process testing [2][3] - The company is cautious in resource investment, adhering to three principles: avoiding high-risk greenfield mines, projects with weak government oversight, and those with uncertain exploration accuracy and returns [2][3] - The company primarily targets small to medium-sized gold and copper mines, leveraging its equipment, technology, and financial advantages to collaborate with mine owners [3] Group 2: Business Development and Market Position - The company has made significant progress in its metal mining and overseas business, driven by historical experience, talent reserves, and proactive industry positioning [5] - Major contracts signed include a ¥149 million contract with a client in Uzbekistan and a ¥296 million equipment procurement contract with Xijin Mining, which present both challenges and opportunities for the company [6] - The company’s success in securing large contracts is seen as a key opportunity for domestic equipment to replace imports, enhancing its market position [7][8] Group 3: Production Capacity and Challenges - The company does not currently face substantial production capacity bottlenecks, having invested in capacity expansion and upgrades, including a new factory and CNC equipment [9] - The company has sufficient capacity to meet market demand, although it needs to manage production scheduling effectively during peak order periods [9]

Group 1: Company Overview - The company is Shanghai Shunhao New Materials Technology Co., Ltd. with stock code 002565 [1] - The investor relations activity took place on February 9, 2026, from 15:00 to 17:00 [2] Group 2: Key Business Activities - The company discussed its overall business situation, including its investment in Beijing Orbit Chenguang Technology Co., Ltd. [2] - The company holds a 19.30% stake in Beijing Orbit Chenguang, having invested 110 million RMB in June 2025 [3] Group 3: Project Updates - The first experimental satellite "Chenguang No. 1" has been developed but has not yet been launched due to various factors affecting the launch schedule [2] - The company is unable to disclose the valuation of Orbit Chenguang due to commercial confidentiality [3] Group 4: Technical Advantages - Orbit Chenguang has competitive advantages in satellite technology, including higher energy module photoelectric conversion efficiency and enhanced heat dissipation capabilities [3] Group 5: Future Plans - The company plans to increase its investment in Orbit Chenguang by approximately 74.98 million RMB, which will not change the scope of the consolidated financial statements [3] - There are no further arrangements regarding the appointments of Zhang Shancun and Zhang Zheyu within the company at this time [3]

投资者关系活动记录表 鸡场开展禽白血病、鸡白痢、鸡滑液囊支原体、鸡败血支原体的疫病 净化工作，确保种源健康。公司获得了全国首家白羽肉鸡国家级禽白 血病净化场、首批白羽肉鸡国家肉鸡良种扩繁推广基地、首家支原体 非免疫净化场等荣誉称号。 研发方面，公司益生 909 小型白羽肉鸡于 2021 年末取得新品种 证书，益生 817 小型白羽肉鸡于 2025 年 8 月取得新品种证书，两大 品种形成差异化市场布局，可满足养殖企业对不同小型白羽肉鸡品种 的需求。公司自主研发的蛋鸡品种已通过中试阶段，预计于 2026 年 上半年能获得新品系证书。 证券代码：002458 证券简称：益生股份 山东益生种畜禽股份有限公司 投资者关系活动记录表 编号：2026-06 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 活动参与人员 申万宏源：盛 瀚、宫 勃、张 军、孟 艳、李 政 毕升基金：刘 达 华锦祥云：叶怀东、刘宇翔 个人投资者：共 6 人 时间 2026 年 2 月 9 日 地点 山东益生种畜禽股份有限公司会议室 形式 现场调研 上市公司 接待人员姓名 ...

编号：2026-002 证券代码：000758 证券简称：中色股份 中国有色金属建设股份有限公司 投资者关系活动记录表 | | 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） | | | 中信证券 陈剑凡 | | | 保宁资本有限公司 黄静 Polunin Capital Partners Limited | | 活动参与人员 | | | | 上市公司接待人员： | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵 旸 | | 时间 | 年 月 日 2026 2 9 | | 地点 | 中国有色大厦 1601 会议室 | | 形式 | 线下交流 | | | 1. 介绍公司情况 | | | 公司成立于 年，是中国最早"走出去"的企业之一， 1983 | | | 是中国有色金属工业"走出去"的排头兵。公司以国际工程承包 | | | 和有色金属资源开发为两大主业，经过 40 余年的国际化探索， | | | 逐步形成"勘察—设计—建设— ...

投资者关系活动记录表 山推工程机械股份有限公司 | | 【请在您选择的方式的"（ ）"中打"√"，下同】 | | --- | --- | | （ | √）特定对象调研 （ ）分析师会议 | | 投资者关系活动 （ | ）媒体采访 （ ）业绩说明会 | | 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） | | | 财通证券:郭亚新 | | 参与单位名称及 | 泓德基金:李昕阳 | | 人员姓名 | 景领投资:王胜 | | | 爱建证券资管:李致远 | | 时间 2026 年 | 2 月 9 日 | | 地点 | 山推股份办公楼 201 会议室 | | 上市公司接待 肖尧、董建军 | | | 人员姓名 | | | | 一、互动交流 | | | 1、公司零部件业务情况： | | | 公司零部件产品主要包括履带底盘件及传动部件：履带底盘件 | | 投资者关系活动 | 包括履带总成、"四轮"（即托轮、链轮、支重轮和引导轮）及张 | | 主要内容介绍 | 紧装置总成、整体底盘总成等 3 大类别产品；传动部件包括变矩器 | | | 和变速箱，变 ...

证券代码：002440 证券简称：闰土股份 浙江闰土股份有限公司投资者关系活动记录表 编号：RTIR-2026-004 答：还原物是分散染料的较重要的中间体之一，其价格近两年来在较低 位运行。从元月下旬开始上涨，截至目前，还原物市场报价在 7 万元/吨左右。 4、国内分散染料价格走势情况 答：染料产品价格由市场供需及原料价格等因素决定。公司染料产品价 格随行就市，采取价格跟随策略。因近期还原物价格上涨，公司分散染料黑 价格近期已每吨累计上涨约 5,000 元。 本轮涨价驱动的原因主要是原料中的重要中间体价格的上涨所导致。 5、公司还原物产能情况 答：公司还原物年产能约 8,000 吨。产量随行就市，大部分自用，用来 配套公司分散染料。 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 参与单位名称及 人员姓名 中金公司（裘孝锋 李熹凌）， 国投证券（王友舜）， 天风证券（杨滨钰），方正证券（刘旭升），中信证券（王子宁）， 敦和资产（梁作强），平安基金（韩 克），浙商资管（王 圆）， 中欧基金（息荣雪），西部基金（陈雨）。 时间 2026 ...