Group 1: Automotive Electronics Business - The automotive electronics business is a key strategic area for the company, with a market potential in the hundreds of billions [2] - The company has achieved comprehensive coverage of electric vehicle scenarios, including intelligent driving and smart cockpit applications [2] - The company anticipates rapid growth in the automotive electronics sector, driven by new product introductions and expanding core customer market share [2] Group 2: AI Data Center Development - The AI data center is a new strategic market for the company, focusing on high-precision and high-power density technologies [3] - The company provides a complete product solution for AI servers, covering various power supply needs, and has secured orders from leading domestic and international clients [3] - The overseas business for AI servers has seen rapid growth this year [3] Group 3: Tantalum Capacitor Products - The company has invested in the tantalum capacitor field for years, developing new products suitable for various applications, including communications and automotive electronics [4] - Tantalum capacitors meet the high reliability and stability requirements of automotive electronics and AI server environments [4] - The company has launched high-performance polymer tantalum capacitors for enterprise SSDs, catering to industry demands [4] Group 4: Gross Margin Trends - The company has maintained a competitive average gross margin since its listing, supported by continuous R&D investment and management innovation [4] - The focus on high-value-added products and strong core technology has allowed for better pricing power and margin protection [4] - Increased orders and capacity utilization have contributed to stable and high-quality gross margins [4] - The company is transitioning from a "product provider" to a "value creator," which is expected to further optimize gross margin levels [4] Group 5: Product Pricing Situation - The company's products are aligned with market prices, maintaining competitiveness with leading global electronic component manufacturers [5] - The company has established long-term partnerships with major global clients across various industries [5]

证券代码：300328 证券简称：宜安科技 东莞宜安科技股份有限公司 答：镁铝轻质化合金一体化铸造是公司核心主营业务，主要 面向新能源汽车、消费电子、通讯、医疗器械等市场；非晶合金 是公司成长性主营业务，面向消费电子、医疗器械、新能源汽车、 精密仪器仪表、高品质文体音乐器材等市场；生物可降解医用镁 是公司孵化的未来产业，主要面向人体植入式骨骼器械、植入式 韧带修复器械、腔肠支架等市场。公司的战略是稳固核心主业； 把握好成长性主业发展风口快速做强做大，加大研发投入，保持 技术领先性；推动未来产业的孵化，将医用镁产品推向市场，满 足广大患者的需求，惠民利民。 4.公司第一款产品镁骨钉注册进展怎样？ 投资者关系活动记录表 编号：202511-02 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 ☐ （请文字说明其他活动内容） 参与单位名称及人员 姓名 华福证券：李琦、郭其伟 中海基金：谈必成 昱阳基金：李怏 浩期资产：肖滨 时间 2025年11月26日 地点 公司会议室 上市公司接待人员姓名 财务负责人：李文平先生 证券事务代表：曾仕奇先生 ...

证券代码：301617 证券简称：博苑股份 编号：2025-017 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活 ☑ 动类别 | 媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 □其他（请文字说明其他活动内容） | | | 参与单位名称 | 证券时报、大众日报 | | | 及人员姓名 | | | | 时间 | 年 11 月 26 日 | 2025 | | 地点 | 博苑股份会议室 | | | 上市公司接待 | 1、董事长：李成林 | | | | 2、常务副总经理：王恩训 | | | 人员姓名 | 3、财务总监：孙腾 | | | | 4、证券事务代表：杨艳丽 | | | | 媒体主要提问及答疑： | | | | 1、作为一家化学品公司，公司在细分行业的市场地位如 | | | | 何？对行业产业集聚以及经济发展起到的推动和促进作用如 | | | | | 何？ | | | 答：博苑股份是一家专业从事精细化学品研发、生产、销 | | | | 售及资源综合利用的高新技术企业，经过多年深耕，公司依托 | | | 投资者 ...

今年以来，公司在医药产品技术研发方面持续发力，从传 统小分子药物拓展到氨基酸、多肽、PROTAC/ADC 连接子、寡 核苷酸等。团队通过持续开发、加速赋能客户的早期临床项目 转化，为客户提供开发ADC/PROTAC药物所需的多样性Linker 合成服务，并具备多肽，PEG 等类型 Linker 克级到百克级别的 交付经验。同时，公司能够根据客户需求进行 Linker 的结构和 合成路线的设计及优化。这些新方向的尝试有望拓展公司医药 CDMO 业务的服务领域，帮助公司承接更多的项目。 3、公司 K 胺产品目前情况如何？ 联化科技股份有限公司投资者关系活动记录表 证券代码：002250 证券简称：联化科技 编号：20251126 | 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 | | | | | | 宋田田 中金公司 财通证券 东方财富 南方基金 陈哲 | | 裘孝锋、李熹凌 汪智谦、陈迪迪 | | ...

Group 1: North America Operations - The North America production base has secured contracts with clients in the autonomous electric vehicle and energy storage sectors, with production expected to commence within the year [1]. Group 2: Semiconductor Business - The semiconductor business was established as Chongqing Yulai Sheng Precision Technology Co., Ltd. in May 2025, focusing on manufacturing specialized equipment and precision components for semiconductor clients [2]. Group 3: Liquid Cooling Strategy - The company has developed a strategic plan for liquid cooling technology in response to the growing demand for heat dissipation in data centers, high-performance computing, and artificial intelligence [3]. - The liquid cooling technology is applied in three main sectors: electric vehicles, communication cooling, and data centers [3]. Group 4: Server Liquid Cooling Collaboration - A recent partnership with JuLiang Company aims to develop key components for liquid cooling servers, enhancing service offerings for both domestic and international clients [4]. Group 5: Communication Business Positioning - The company possesses comprehensive technology from thermal simulation to mass production in the 5.5G and 5G-A sectors, with a leading position in phase-change liquid cooling technology [5]. Group 6: Future Performance Expectations - The company anticipates facing short-term performance challenges but views 2025 as a pivotal year for transformation and foundational strengthening, expecting growth drivers to emerge by 2026 [6]. Group 7: Development Plans - The strategic path includes maintaining technological leadership in communications, deepening relationships with quality automotive clients, and expanding into emerging sectors like energy storage and semiconductors [7].

Group 1: Company Overview - The company, Shenzhen Yingtang Intelligent Control Co., Ltd., focuses on electronic component distribution and has built a global multi-regional network covering various product categories including main chips, storage, RF, display drivers, power/amplifier devices, MEMS sensors, and passive components [2][3]. - The company has successfully introduced automotive display chip business into several leading screen manufacturers, with the first automotive-grade TDDI/DDIC entering mass production [2][3]. Group 2: Technology and R&D - The company is increasing R&D investment, with a 90.06% year-on-year growth in R&D expenses in the first three quarters, primarily focusing on display chip development [4]. - The company is preparing to acquire Guilin Guanglong Integrated and Shanghai Aojian Microelectronics to strengthen its layout in optical communication chips and analog integrated circuits [3]. Group 3: Product Development and Market Strategy - The company is developing laser scanning projection (LBS) technology, which offers advantages over traditional high-power light sources used in high-end vehicles, such as color, high resolution, and compact size [2][3]. - The OCS (Optical Circuit Switching) business is gradually increasing its revenue share, with plans to expand product series and ensure supply chain stability for larger-scale production [7][9]. Group 4: Production and Quality Assurance - The company has achieved mass production for OCS products with channel specifications of 32×32, 64×64, and 96×96, while preparing for the mass production of 128×128 channels expected in early to mid-2026 [10]. - The production yield for Guanglong Integrated's OCS chips is at a good industry level, with ongoing investments in process optimization and technology iteration to enhance competitiveness [8]. Group 5: Risks and Regulatory Compliance - There are risks associated with the asset purchase transaction, including potential delays or cancellations due to regulatory review processes [11]. - The company assures that the investor relations activities do not involve any undisclosed significant information [11].

投资者关系活动记录表 证券代码：300932 证券简称：三友联众 三友联众集团股份有限公司 | | 握产业黄金发展期。 | | | --- | --- | --- | | | 6、公司的未来规划和业绩增长主要是在哪个方向？ | | | | 回复：未来三年，公司将不断加大研发投入，在以下方面实现 | | | | 发展目标：①做强做大通用功率继电器，磁保持继电器，互感 | | | | 器和磁性材料，汽车继电器、新能源继电器、光伏继电器、储 | | | | 能继电器优势领域，保持盈利能力的同时；高质量发展信号继 | | | | 电器、电感等领域，形成新的利润增长中心；并根据市场需求， | | | | 结合公司自身优势，进行相关多元化发展。②在境外主要继电 | | | | 器销售地区成立销售公司或生产基地，大幅度提升境外市场的 | | | | 销售额与市场占有率，让境外销售成为公司利润增长新的支撑 | | | | 点；积极出海布局，拓展全球市场新格局，为公司全球化战略 | | | | 提供强有力的支撑。③强化智能装备研发设计制造组装能力， | | | | 探索智能制造，形成"自动化+数字化的生产模式"，进一步 | | ...

证券代码：000636 证券简称：风华高科 广东风华高新科技股份有限公司 答复：公司结合当前原材料价格持续上涨的实际情况，近期对电感磁珠类、 压敏电阻类等部分产品进行了价格调整。公司所处电子元器件行业为充分市场 竞争行业，公司将根据市场供求情况、客户及产品结构等因素调整价格策略。 投资者关系活动记录表 编号：2025-08 | 投资者关系活 | 特定对象调研 分析师会议 □媒体采访 | | | --- | --- | --- | | 动类别 | □业绩说明会 □路演活动 | 新闻发布会 | | | 现场参观 其他 | | | 参与单位 | 华泰证券、西部证券、清淙投资、聚石科技、聚隆投资、疆亘星能国际投资、 | | | 名称 | 鼎华投资、聚隆私募、聚亿基金、暴龙私募、鸿岭投资、东伟商贸、舱石投资、 | | | | 量子智能投资、尚颀投资、企悦资本等。 | | | 时间 | 2025 年 11 月 26 日 14:30-16:30 | | | 地点 | 广东省肇庆市端州区风华路 18 号风华电子工业园会议室 | | | 形式 | 华泰证券"走进上市公司"投资者交流活动 | | | 公司接待人员 姓名 ...

证券代码：002320 证券简称：海峡股份 海南海峡航运股份有限公司 投资者关系活动记录表 编号：202511261 | 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 ☐ 太平洋证券 程志峰 谭建彬 | 姚诗权 | | | 华源证券 张付哲 曾智星 广发基金 胡英粲 | 高树根 | | | 中信建投基金 陈泽文 | | | | 国泰海通资管 张宇清 | | | | 信达澳亚基金 刘维华 | | | 参与单位名称及人 | 国泰基金 李起帆 | | | 员姓名 | 杭银理财 李杨健 | | | | 招商信诺资管 刘延波 | | | | 招商证券 肖欣晨 李秀敏 | | | | 中泓汇富基金 余一奇 | | | | 嘉宏集团 曹静 | | | | 云昱私募基金 张一云 | | | 时间 | 2025年11月26日 14:00-15:00 | | | 地点 | 海南省海口市滨海大道157号港航大厦14层 | | | 上市公司接 ...

证券代码：002320 证券简称：海峡股份 海南海峡航运股份有限公司 投资者关系活动记录表 编号：20251126 | 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 国信证券 曾光 | | | 创金合信基金 陈建军 | | 参与单位名称及人 | 宝盈基金 张若伦 | | | 国投证券 甘立宸 陈易凌 蒙玲 张晗 | | 员姓名 | 海南天雨基金 杨紫添 | | | 个人投资者 李业康、胡景、焦娇、李妍 | | 时间 | 2025年11月26日 10:30-11:30 | | 地点 | 海南省海口市滨海大道157号港航大厦14层 | | 上市公司接待人员姓 | 许楠楠 刘哲 | | 名 | 公司介绍：公司2002年由海南港航控股有限公司、深圳市盐田港股份 | | | 有限公司等5位股东发起设立，2009年公司在深圳证券交易所挂牌上市，为 | | 投资者关系活动主 | 公司快速发展奠定基础。2017年公司增发股份收购海南港航的轮渡码头资 | | ...