Group 1: Project Development - The company is currently constructing several water supply and drainage projects, including Chengdu Water Plant Phase III (remaining capacity of 400,000 tons/day) and multiple recycled water plants, which are in the debugging or trial operation stages [2][3]. Group 2: Pricing Mechanisms - The water pricing adjustment mechanism requires submission to government authorities, with adjustments contingent on cost audits and public hearings. Changes in upstream resource pricing will trigger synchronized adjustments [3]. - The sewage treatment service fee is typically adjusted every 2 to 3 years, with a current tentative price of 2.63 RMB/ton for the central urban area of Chengdu for the 2024-2026 period [3]. Group 3: Accounts Receivable Management - As the company expands its market presence, accounts receivable have increased, totaling approximately 4 billion RMB by the end of 2024. The company emphasizes the management of accounts receivable and has improved collection efforts [4]. Group 4: Business Expansion Strategy - The company aims to deepen its market presence in Chengdu and surrounding areas, optimize resource allocation, and explore mergers and acquisitions to strengthen its national market position. It also plans to extend into niche areas such as direct drinking water and waste disposal [4]. Group 5: Capital Expenditure and Shareholder Returns - The company has significant capital expenditures due to multiple ongoing projects, which are expected to decrease as projects are completed within the next 1-2 years. The company is committed to increasing cash dividends for shareholders as projects come online and capacity is released [4].

江西新赣江药业股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 证券代码：873167 证券简称：新赣江 公告编号：2025-058 □业绩说明会 □媒体采访 □现场参观 参会单位及人员：通过网络方式参加 2025 年江西辖区上市公司投资者网上 集体接待日活动的投资者。 上市公司接待人员：1、董事长张爱江先生；2、董事会秘书、副总经理严棋 鹏先生；3、财务总监程树平先生。 □新闻发布会 □分析师会议 □路演活动 √其他 （2025 年江西辖区上市公司投资者网上集体接待日活动） 二、 投资者关系活动情况 活动时间：2025 年 5 月 21 日（周三）下午 15:00-17:00 活动地点：公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）。 公司参加由江西省上市公司协会与深圳市全景网络有限公司联合举办的"2025 年江西辖区上市公司投资者网上集体接待日活动"，采用网络线上的方式与投资 者进行沟通交流。 ...

证券代码：872895 证券简称：花溪科技 公告编号：2025-033 新乡市花溪科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 21 日 (周三) 下午 15:00~17:00 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参与公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：董事长孟家毅先生；总经理景建群先生；财务负责人张 利萍女士；董事会秘书史守义先生；保荐代表人程昌森先生。 三、 投资者关系活动主要内容 问题 1：为什么 2024 年扣非净利润会亏损？ □新闻发布会 □分析师会议 □路演活动 问题 5：今年公司为什么不分红？ 回答：2024 年公司合并报表中归属于上市公司股东的净利润 156.26 万元， 归属于上市公司股东扣除非经常 ...

Group 1: Investor Relations Activities - The company held a performance briefing on May 20, 2025, via the P5W platform, focusing on the 2024 annual performance [3] - Key attendees included the chairman, general manager, financial officer, and independent directors [3] Group 2: Business Strategies and Performance - The company is actively exploring mergers and acquisitions while strengthening internal development [4] - In 2022, the earnings per share (EPS) was 0.68 CNY, while in 2024, it is projected to be 0.08 CNY, indicating a significant decline in the operating environment [5] - The company aims to enhance operational performance through market expansion, cost reduction, and efficiency improvements [6] Group 3: Industry Collaboration and Innovation - The company has engaged in collaborations with Huawei, achieving recognition in the 2024 Kunpeng Application Innovation Competition with multiple awards [4] - The company is focusing on integrating new technologies such as AI and big data into its operations [6][8] Group 4: Financial Management and Market Environment - The company anticipates improvements in cash recovery due to national policies aimed at resolving debts and enhancing payment capabilities [9] - Measures to improve accounts receivable management include phased payment requests and targeted follow-ups on overdue accounts [10] Group 5: Future Development Plans - The company plans to deepen its digital strategy, expand into international markets, and enhance investor relations [7][8] - There is a focus on research and development in XR technology and AI to build core technological advantages [8]

证券代码：301338 证券简称：凯格精机 答：LED 下游应用汉族要分为 LED 照明和 LED 显示，目前 应用主要集中在照明领域。随着新兴产品渗透率越来越高， LED 应用市场规模将逐步扩张。根据 TrendForce,2024 年全 球 LED 照明市场产值 560.58 亿美元，但存在智能照明、植 物照明市场增长的结构性机遇。新型显示如小间距、Mini LED 的需求保持较快速的发展，根据 Omdia，2024 年 mini LED 背光电视出货量翻倍增长，预计 2025 年出货量将达到 930 万台。根据洛图科技预计， mini LED 直显全球市场规 模 2024-2028 年复合增长率约 40%。 市场容量增长的同时，LED 封装设备的需求也将随之增长， TrendForce 集邦咨询数据显示，2024 年全球 LED 封装市场 规模达 127 亿美金。 公司 LED 固晶机在取得大客户突破之后，提高了行业 的品牌知名度和市场占有率，之前小批量采购的客户加大了 采购的力度，大客户新突破较多，同时 Mini 固晶机出货量 取得较快增长。 公司将持续投入研发，升级产品，提高产品竞争力。近 期，公司 ...

证券代码： 000885 证券简称：城发环境 城发环境股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 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 （河南辖区上市公司 2025 年投资者网上集体接待日） | | 参与单位名称及 | 参与河南辖区上市公司 年投资者网上集体接待日活动的投 2025 | | 人员姓名 | 资者 | | 时间 | 2025 年 5 月 22 日 (周四) 下午 15:25-16:55 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 1、董事会秘书李飞飞 | | 员姓名 | 2、投关业务经理芮漪 | | | 3、信披业务经理柴佳琛 | | | 公司于 2025 年 5 月 22 日（星期四）在全景网"投资者关系 | | | 互动平台"（https://ir.p5w.net）参与河南辖区上市公司 2025 年投 | | | 资者网上集体接待日活动，本次活动线上交流 ...

证券代码：301052 证券简称：果麦文化 果麦文化传媒股份有限公司 2025 年 5 月 21 日投资者关系活动记录表 编号：2025-003 | | □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 （电话会议） | | 参与单位名称及 | 通过全景网"投资者关系互动平台"以网上业绩说明会的 | | | 形式与广大投资者交流 | | 人员姓名 | | | 时间 | 2025 年 5 月 21 日 15：30-17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 董事长路金波 | | 上市公司接待人 | 董事会秘书、财务总监蔡钰如 | | | 独立董事王辉 | | 员姓名 | 保荐代表人白林 | | | 公司于 2025 年 4 月 28 日发布了《2024 年年度报告》， | | | 为了使广大参会者对于果麦文化的经营情况、财务表现、 | | | 发展战略有更为清晰、详细的了解，公司于 2025 年 ...

编号：2025-012 | | 特定对象调研 □分析师会议  | | | --- | --- | --- | | | □媒体采访 □业绩说明会 | 投资者关系活动 | | | □新闻发布会 □路演活动 | 类别 | | | □现场参观 | | | | 其他 | | | | 民生证券：刘海荣 | 参与单位名称及 | | | | 人员姓名 | | | 年 月 日 （周四）下午 2025 5 22 13:30~14:30 | 时间 | | | 公司 会议室 401 | 地点 | | | 董事、财务总监：刘希芬 | 上市公司接待人 | | | 副总经理、董事会秘书：李政良 | | | | 新能源事业部生产运营分部副部长：周强 | 员姓名 | | | 1.公司是否有利用现有资源开展新能源储能项目研究？ | | | | 答：昆明安宁 350MW 压缩空气储能示范项目已完成项目备案 | | | | 及可研评审，并已向云南省能源局申报云南省能源领域首台 | | | | （套）重大技术设备项目，正在履行立项报批程序。谢谢！ | | | | 2.2024 年天然气亏损多少？主要的亏损原因是什么？ | 投资者关系活动 | | ...

Group 1: Digital Transformation in New Energy - Digital transformation is a key driver for high-quality development in the new energy sector, with increasing demands for digitalization and information technology [2] - The expansion of the new energy generation industry necessitates improved peak frequency management efficiency, creating significant market space for information management [2] - The application of digital technology in new energy has evolved from single power station management to comprehensive management across generation, transmission, and consumption [2] Group 2: AI Model Development - The company has recently upgraded its self-developed "Kuangming" new energy model, enhancing stability and performance while improving prediction accuracy and efficiency in various business scenarios [4] - The model's advancements include refined regional forecasting and enhanced decision-making capabilities, particularly in extreme weather conditions [4] Group 3: Distributed Photovoltaic Power Forecasting - The distributed photovoltaic sector is experiencing rapid growth, with significant impacts on grid flow and power quality [5] - The National Energy Administration's guidelines emphasize the "four capabilities" (observable, measurable, adjustable, controllable) for distributed energy management, driving demand for power forecasting services [5] - The number of clients in the distributed photovoltaic sector has been increasing rapidly since 2025 due to regulatory requirements [5] Group 4: Market Competition Landscape - The distributed power forecasting market is characterized by a large number of small-scale clients and low project prices, with limited participation from large integrated companies [6][7] - The company aims to expand its market share in the distributed power forecasting sector, focusing on small to medium-sized forecasting firms [7] Group 5: Power Trading Strategy - The company provides comprehensive solutions for power trading, leveraging the "Kuangming" AI model to offer core predictive data and trading strategies [8] - The company's power trading products have been applied innovatively in provinces such as Shanxi, Guangdong, Shandong, and Gansu, with plans for ongoing product promotion and development [8] Group 6: R&D Planning - The company plans to enhance R&D in distributed power forecasting and control systems, aligning with the "four capabilities" management requirements [9] - There is a focus on improving data services and decision-making capabilities in response to changes in the power trading market [9] - The company will invest in developing a one-stop new energy big data platform and intelligent model platform to boost R&D efficiency and technical capabilities [9]

证券代码：301658 证券简称：首航新能 编号：20250522 | | √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 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中金国际季枫、国联民生梁丰铄、华创证券盛炜、民生证券 | | | 李佳、国海证券严语韬、长江证券王耀、中泰证券赵宇鹏、 | | 人员姓名 | 长城证券吴念、浙商证券陈明雨等 19 名投资者 | | 时间 | 2025 年 5 月 22 日 | | 地点 | 公司会议室 | | | 董事会秘书 龚书玄 | | 上市公司接待人 | 证券事务代表 丁雪萍 | | 员姓名 | | | | 投资者关系高级经理 李志英 | | | 一、2024 年及 2025 年第一季度经营情况 | | | （一）2024 年度经营情况 | | | 2024 年度，受全球光伏市场需求波动、行业竞争加剧等 | | | 多重因素影响，公司营业收入呈现阶段性调整，全年实现营 | | | 业收入 27.11 亿元，同比 ...