杭州汽轮动力集团股份有限公司 投资者关系现场活动记录表 编号：2025-04 | 投资者关系 | √特定对象调研 □分析师会议 | | | --- | --- | --- | | 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 □一对一沟通 | | | | （ ） | □其他 | | 参与单位名称及姓名 | 光大证券：黄帅斌（机械行业首席分析师） | | | | 机构投资者：（高毅投资：邢总；远信投资：袁总） | | | 时间 | 年 4 月 3 日 | 2025 | | 地点 | 公司汽轮动力大厦 303 会议室 | | | 上市公司接待人员 | 公司董事会秘书 | | | | 1、介绍公司基本情况 | | | | 历史沿革；行业地位；产品发展；技术优势和技术地位；工业 | | | | 驱动汽轮机市场份额等。 | | | | 2、工业汽轮机相关 | | | 投资者关系活动 | 汽轮机行业发展趋势；汽轮机售后服务市场领域交流。 | | | 主要内容介绍 | 3、燃机产品相关 | | | | 与西门子合作情况；燃机产品应用领域；自主燃机研发进度。 | ...

杭州汽轮动力集团股份有限公司 投资者关系现场活动记录表 编号：2025-05 | 投资者关系 | √特定对象调研 □分析师会议 | | | --- | --- | --- | | 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 □一对一沟通 | | | | □其他 （ ） | | | 参与单位名称及姓名 | 华福证券：俞能飞（机械行业首席分析师） | | | | 方正证券：徐凡（机械行业研究员） | | | 时间 | 年 4 月 7 日 | 2025 | | 地点 | 公司汽轮动力大厦 303 会议室 | | | 上市公司接待人员 | 公司董事会秘书 | | | | 主要交流内容： | | | | 1、基本情况介绍 | | | | 公司发展历程；公司产品技术发展和市场地位；公司工业汽轮机 | | | | 产品应用领域及市场典型项目，以及工业汽轮机市场占有量；公 | | | | 司产能情况。 | | | | 2、燃机专题 | | | | 公司与三菱以及西门子燃机合作情况；公司燃机项目应用场景； | | | | 公司燃机产品累计运行台份数；公司燃机自主 ...

编号：2025-02 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 中科江南2024年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 4 月 7 日 15:30-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访 谈"栏目 公司接待人员 姓名 主持人：中科江南 董事长：罗攀峰 总经理：朱玲 独立董事：申慧慧 董秘：张驰 财务总监：杨成玢 投资者关系活动 主要内容介绍 1.高管您好，请问贵公司本期财务报告中，盈利表现如何？谢谢。 答：投资者您好！2024 年公司实现营业收入 82,483.65 万元，实现归 属于上市公司股东的扣除非经常性损益的净利润 10,078.19 万元，剔 | | 除股份支付费用影响后，扣除非经常性损益后的归属于上市公司股东 | | --- | --- | | | 的净利润为 14,003.60 万元。 | | | 2.高管您好，请问贵公司未来盈利增长的主要驱动因素有哪 ...

（6）组织文化凝聚力。公司将"真"作为公司文化 核心，不说谎、不造假、不行贿的三不原则已经深刻渗透 到所有艾比森人的行动中，并通过流程型组织将个人能力 转化为组织能力，让"真"得以贯彻到所有业务活动中， 在此影响下，公司合作伙伴对艾比森建立起了充分信任 感，有效提升了合作效率。艾比森秉承"坚守真、突出快" 理念，对外界变化和客户需求快速响应，高效协同，运营 效率持续提升。公司积极推动"大平台，小前端"高效协 同的组织模式。做强大平台，通过聚焦和能力提升，精准 识别各部门核心职责，增强平台支撑能力，确保各单元能 够高效运作，适应市场变化。小前端持续裂变，通过将全 球数十个销售分支，进一步细化前端管理，使得每个小前 端单位能够直接对经营结果负责，提升市场反应速度和业 务执行力。产品开发团队虚拟组织的建立，负责推动商业 成功，跨部门协作整合销售、研发、生产等资源，实现产 品的快速市场落地和商业成功。 股票代码：300389 股票简称：艾比森 深圳市艾比森光电股份有限公司 2025 年 4 月 8 日投资者关系活动记录表 编号：2025-001 | | 特定对象调研 分析师会议 | | --- | --- | | ...

证券代码：001211 证券简称：双枪科技 双枪科技股份有限公司 2025 年 4 月 7 日投资者关系活动记录表 编号：2025-001 | 投资者关系 |  特定对象调研（线上） 分析师会议 媒体采 | | --- | --- | | 活动类别 | 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 | 参与单位及人员表详见附件 | | 时间 | 2025 年 4 月 7 日 15:00-16:30 | | 地点 | 双枪科技股份有限公司 | | 上市公司接待人员 | 董事会秘书、财务负责人：朱卫清 | | | 证券事务代表：雷丽 | | | 一、公司介绍 | | | 公司定位于"精致厨具，优质竹材"产品战略，精致 | | | 厨具主要从筷子、砧板、签类三大核心产品转变为碗筷、 | | | 刀板、锅铲三大产品组合，公司通过供应链的方式进入锅 | | | 具、刀具等品类，并通过设计推陈出新和材质升级来实现 | | | 差异化竞争。优质竹材是笋竹两用、五大产品、吃干榨净， | | 交流内容及具体问 | 打造公司第二曲线，采用"连锁工厂"模式，以大 ...

| 投资者关系 | √特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 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 □一对一沟通 | | | | | □其他 （ ） | | | | 参与单位名称及姓名 | 中信建投证券，吕娟（机械行业首席分析师），李长鸿（机 | | | | | 械行业分析师） | | | | 时间 | 2025 年 4 月 | 3 | 日 | | 地点 | 公司汽轮动力大厦 303 会议室 | | | | 上市公司接待人员 | 公司董事会秘书 主要交流内容： | | | | | 1、汽轮机产品相关 公司工业汽轮机产品应用领域和应用场景；公司与杭氧股份合 | | | | | 作情况；设备更新领域市场展望。 | | | | 投资者关系活动 | 2、燃机产品相关 | | | | 主要内容介绍 | 公司产品从传统能源向新能源领域转型战略；公司与西门子合 | | | | | 作燃机项目情况；公司自主燃机研发历程及进展情况；国内燃机研 | | | | | 发企业分布；公司自主燃机研发团 ...

Group 1: Impact of Tariffs and Customer Diversification - The "China-US reciprocal tariffs" issue has no negative impact on the company as it has no direct export products [1] - The target company for the current restructuring is minimally affected by the "China-US reciprocal tariffs" issue [1] - The company's reliance on major customers has significantly decreased, showing a clear trend towards customer diversification [1] Group 2: Customer Development and Orders - Since 2024, the company has signed long-term supply agreements with major clients such as CATL, Zhongxin Hang, Yutong, and XCMG New Energy, leading to a rapid increase in new customer orders in 2025 [1] - Major clients like BYD, CATL, and Geely continue to provide stable and ongoing mass production orders [1] Group 3: Industry Chain and Cost Control - The company has established a complete industry chain, achieving a closed-loop system that enhances cost control capabilities [2] - The company has expanded its industry chain to cover all processes from smelting, mold design, extrusion, machining, welding, automated production to scrap recycling, significantly improving production efficiency [2] Group 4: Financial Health and Operations - The company's asset-liability ratio is healthy, and its operational status is good [2] - The company has replaced high-cost debt with lower-cost bank loans, maintaining a 1:1 ratio between loan amounts and debt certificate balances to ensure controllable asset-liability risks [2]

Financial Performance - In 2024, the company achieved a revenue of 6.763 billion yuan, a year-on-year increase of 1.13% [3] - Domestic sales revenue was 5.541 billion yuan, up 1.88% year-on-year; overseas sales revenue was 1.222 billion yuan, with approximately 418 million yuan exported to the Americas [3] - The net profit attributable to shareholders was 483.7 million yuan, a decrease of 2.91% year-on-year [3] - The net cash flow from operating activities was 508 million yuan [3] Production and Sales - The company maintained a production capacity utilization rate of over 90% in 2024, with a high-performance magnetic material output of approximately 2.93 million tons, a year-on-year increase of 39.48% [3] - The sales volume of high-performance magnetic materials reached approximately 2.09 million tons, a year-on-year increase of 37.88%, marking the highest level in the company's history [3] Market Segments New Energy Vehicles - In 2024, global sales of new energy passenger vehicles exceeded 17 million units, a year-on-year increase of 26%, with new energy vehicles accounting for 22% of total global car sales [5] - The company has established partnerships with the top ten global new energy vehicle manufacturers, with its products applied in approximately 5.5 million new energy passenger vehicles [5] Variable Frequency Air Conditioners - The total sales of household air conditioners in 2024 reached approximately 200 million units, a year-on-year increase of 17.8%, with variable frequency air conditioners becoming the market mainstream [6] - The company supplied magnetic materials for approximately 82 million variable frequency air conditioners, with sales revenue increasing by 61.81% [6] Wind Power - In 2024, the global wind power installed capacity increased by 121.6 GW, doubling since 2019 [6] - The company’s magnetic materials were applied in an installed capacity of approximately 12 GW [6] Future Outlook - The company plans to invest in a project with an annual production capacity of 20,000 tons of high-performance rare earth permanent magnet materials, with a construction period of two years [9] - The market share in the new energy vehicle sector is expected to continue to grow, with projected sales of new energy passenger vehicles reaching 20.9 million, 25.1 million, and 30.2 million units from 2025 to 2027 [5] Shareholder Returns - Since its listing in 2018, the company has implemented cash dividends annually, with cumulative cash dividends exceeding 1 billion yuan, accounting for over 44% of cumulative net profit attributable to shareholders [10] - The proposed cash dividend for 2024 is 1.2 yuan per 10 shares, totaling approximately 164 million yuan, which is expected to exceed 90% of the net profit for 2024 [10] Employee Incentives - The company plans to implement an A-share employee stock ownership plan and an H-share restricted stock plan, utilizing 8,015,784 A-shares repurchased in 2023 [11] - Performance targets for the employee stock ownership plan include a net profit growth of no less than 20% in 2025 compared to 2024 [12] Raw Material Supply - The company has established long-term strategic partnerships with major rare earth suppliers, with 63% of its annual procurement coming from these suppliers [13] - In 2024, the company used 2,575 tons of recycled rare earth materials, accounting for 30.4% of total rare earth material usage [13] International Business - In 2024, overseas sales revenue was approximately 1.222 billion yuan, accounting for 18% of total revenue, with the Americas contributing about 418 million yuan [14] - The company is closely monitoring policy changes related to export controls and will comply with relevant regulations [14]

浙江花园生物医药股份有限公司 1.公司 25-羟基维生素 D3 结晶设计产能 15.6 吨/年，25-羟基维生素 D3 原设计产能 26 吨/年，25-羟基维生素 D3 粉设计产能 1200 吨/年。2.25- 羟基维生素 D3 又名骨化二醇，是维生素 D3 的活性代谢物，具有更高的生 物学活性，并且不需要经过肝脏的代谢，25-羟基维生素 D3 不仅具有普通 维生素 D3 所有的功能，还具有一些独特功能，25-羟基维生素 D3 具有替代 普通维生素 D3 的趋势。3.下游主要用于饲料添加剂、食品添加剂等。 66、公司近年来通过非公开发行股票和可转换公司债券等方式进行了 多次募投项目的进展如何？特别是"花园生物研发中心项目"和"年 产 4000 吨胆钙化醇（维生素 D3）环保杀鼠剂项目"的当前状态及未 来规划？ 投资者关系活动记录表 | 证券代码：300401 | 证券简称：花园生物 编号：2025-001 | | --- | --- | | | □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 □ ...

Financial Performance - The company achieved a revenue of CNY 16.131 billion, representing a year-on-year growth of 2.4% [7] - The net profit attributable to shareholders reached CNY 4.516 billion, with a year-on-year increase of 26.4% [7] Dividend Policy - The company plans to distribute no less than 40% of the annual distributable profits in cash for each fiscal year from 2024 to 2026 [2][12] Impact of U.S. Tariffs - The U.S. "reciprocal tariff" plan affects all countries trading with the U.S., with varying tax rates, and the company is closely monitoring its impact on global trade and the port industry [3][10] - The management is optimistic about adapting strategies in response to the evolving trade environment [3][10] Strategic Investments - The company is focusing on investments in key global hub ports and regions with high economic growth potential to enhance its port network [4][12] - The company is committed to improving operational efficiency and profitability through strategic acquisitions and investments [5][12] Business Strategy - The company aims to drive high-quality development through a strategy of "global layout, lean operation, and innovative upgrades," focusing on port investment, operation, logistics, and smart technology [8][19] - The company is implementing low-carbon strategies and digital transformation to adapt to market changes [8][19] Market Positioning - The company is addressing its market valuation issues by enhancing operational quality and investor returns through share buybacks and increased dividends [13][14] - The management is actively working to improve the company's image in the capital market and enhance its financing capabilities [13][14]