Group 1: Investor Relations Activity - The investor relations activity was categorized as a broker strategy meeting [3] - The event took place on May 28, 2025, at the Shangri-La Hotel in Pudong, Shanghai [3] - Attendees included representatives from various securities firms such as Founder Securities and Guotai Junan Securities [3] Group 2: Customer Acquisition Channels - The company focuses on deep cooperation with high-quality clients, maintaining long-term relationships [4] - Customer acquisition is supported by word-of-mouth marketing among clients in similar fields [4] - The implementation of a modular strategy has effectively increased business with existing clients and enhanced customer loyalty [4] Group 3: Revenue Structure - The company's revenue is evenly split between domestic and international sales, with slight annual variations [5] - Revenue is primarily generated from two product categories: wire harness components and injection-molded integrated parts [5] - The share of injection-molded integrated parts, which have higher integration and added value, is expected to increase due to ongoing strategies [5] Group 4: Future Growth Areas - The company’s business is concentrated in three main sectors: automotive and new energy vehicles, high-end home appliances, and industrial automation [6] - New projects in the automotive sector include air suspension harnesses and charging system components [6] - The company is also exploring new industries such as flying cars, robotics, and medical applications to drive sales growth [6]

（一）安防信息化的市场扩容与技术革新 《条例》对军工设施的安防信息化提出明确技术要求， 具体表现在要求对保护区实施电子监控、身份识别、出入控 制等措施，并针对电磁环境划定保护范围。这将推动安防企 业持续开发高精度传感器、抗干扰通信设备及电磁防护解决 方案。结合《关键信息基础设施安全保护条例》，需在网络 安全等级保护基础上加强技术防御。北信源军事园区立体防 御体系可以全面的解决一些近期战争守方痛点，针对无人机 作战、间谍窃听、重要信息泄密、人体炸弹场景，定点清除 场景都有较好的解决方式，并且也都拥有顶级实战案例。 证券代码：300352 证券简称：北信源 北京北信源软件股份有限公司投资者关系活动记录表 编号：2025-004 | 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（电话会议） | | 参与单位名称及 | 1、北京泰舜资产管理有限公司、含章基金、中信证券、同花 | | 人员姓名 | 顺、华金证券、国中长城资产、九鼎策略、华福证券、青科 | | | 基 ...

武汉理工光科股份有限公司投资者关系活动记录表 理工光科投资者关系活动记录表（2025 年度） 大做强。 2、理工光科光纤传感技术是否同步应用于国内机器人传感研发 上，是否已有相关机器人产品生产应用于危险性较大区域的行业 替代人力实现巡检任务? 答：公司技术可应用于物流机器人的编队及导航，但尚未有 机器人产品研发及应用。感谢您的关注。 3、中国信科集团多元化运转，其中智能化应用可以涉及星、地、 空多领域的智能化集成，为中国智能化发展跨上新台阶，理工光 科是否会作为集团旗下光纤传感技术研发生产应用的唯一企业 平台？ 理工光科投资者关系活动记录表（2025 年度） 证券代码：300557 证券简称：理工光科编号：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 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | 参与单位名称及 | 线上参与中国信息通信科技集团有限公司2024年度暨2025年一 | | 人员姓名 | 季度集体业绩说明会的全体投资者 | | 时间 | 2025 年 5 月 ...

证券代码：833781 证券简称：瑞奇智造 公告编号：2025-048 成都瑞奇智造科技股份有限公司 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 □新闻发布会 □分析师会议 □路演活动 □其他 参会单位及人员：华夏基金、融贤汇金基金、开源证券 上市公司接待人员：副总经理兼董事会秘书周理江先生 三、 投资者关系活动主要内容 问题 1：公司怎么看核能行业发展趋势？ 回答：核能作为清洁高效低碳能源，对优化我国能源结构、保障能源安全具有 重要意义。《"十四五"现代能源体系规划》提出要积极安全有序发展核电，保持平 稳建设节奏，开展核能综合利用示范，推动核能在清洁供暖、工业供热、海水淡化 等领域的综合利用。根据中国核电发展中心和国网能源研究院有限公司联合编著的 二、 投资者关系活动情况 活动时间：2025 年 5 月 27 日、2025 年 5 月 29 日 活动地点：公司三楼会议室 《我国核电发展规划研究》， ...

Group 1: Investor Relations Activity - The company held a performance briefing for the 2024 annual report on May 27, 2025, via an online platform [3] - Key attendees included the General Manager, Deputy General Manager, Financial Director, Board Secretary, and Sponsor Representative [3] Group 2: Fundraising and Project Progress - As of December 31, 2024, the total amount of raised funds used was ¥116,470,737.70, with a net account balance of ¥50,008,130.50 [5] - The completion and production of fundraising projects have been delayed to December 31, 2025, due to prolonged approval processes and equipment delivery issues [5] Group 3: Financial Performance - The company reported a revenue of ¥293,935,393.46 for the reporting period, a year-on-year increase of 6.53% [9] - The net profit attributable to shareholders was ¥25,002,469.16, a decrease of 14.98% compared to the previous year [9] - The operating cash flow for 2024 was ¥35,757,001.35, reflecting a 3.82% increase from ¥34,442,654.37 in 2023 [8] Group 4: Strategic Development - The company aims to enhance customer engagement and operational efficiency while focusing on product innovation [6][7] - The company has established a regional layout with production bases in Nanjing and Huizhou to meet customer capacity needs [7] Group 5: Market and Industry Outlook - The high barrier packaging industry is expected to grow, driven by demand for sustainable and high-performance materials [20] - The company maintains a competitive position in the high barrier industrial soft packaging niche, despite smaller revenue and profit scales compared to peers [21] Group 6: Comparison with Peers - The company's gross margin was 30.66%, with a net margin of 8.46%, compared to peers like Zijiang Enterprise (23.80% gross margin) and Wangzi New Materials (-3.84% net margin) [21] - The company’s internal sales accounted for 83.89% of revenue, indicating a stable domestic market focus [23]

证券代码：430090 证券简称：同辉信息 公告编号：2025-038 同辉佳视（北京）信息技术股份有限公司 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 上市公司接待人员： □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、投资者关系活动情况 活动时间：2025 年 5 月 27 日 活动地点：公司通过全景网"投资者关系互动平台"（http//ir.p5w.net） 采用网络远程的方式，召开 2024 年年度报告业绩说明会。 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 董事长、总经理：王一方女士 董事会秘书：李刚先生 财务负责人：丁瑶女士 公司保荐代表人：谭星先生 三、投资者关系活动主要内容 本次业绩说明会公司就投资者关心的问题进行了沟通交流，主要问题及回 复如下： 问题 1、根据 2024 年 3 月收到的《立案告知书》，公司目前信息披露违法 违规调查的最新进 ...

Group 1: Company Overview and Strategic Positioning - The company is a key partner in the "White Whale" route, enhancing its competitive position in the low-altitude economy sector through collaboration on equipment development and manufacturing [3] - The commercial aerospace sector is viewed as a critical growth area, with significant investments in capacity building and resource allocation to expand market presence [4] Group 2: Operational Developments - The Xi'an branch has improved operational performance since 2024, becoming a vital part of the company's production capacity [4] - The company is implementing a divisional management model to optimize organizational structure and reduce management costs [4] Group 3: Capacity Expansion and Efficiency - A systematic capacity enhancement plan is in place, incorporating smart production lines and digital management systems to improve production efficiency [5] - The establishment of a strategic material reserve and a multi-level supply assurance system aims to enhance operational efficiency and cost competitiveness [5] Group 4: Financial Performance and Market Strategy - The aerospace components segment has experienced a decline in gross margin due to market changes and policy adjustments, prompting a strategic shift towards a comprehensive service platform [6] - The company is diversifying its business layout to mitigate the impact of gross margin fluctuations and ensure sustainable high-quality growth [6] Group 5: Future Outlook - The company is optimistic about the future of its convertible bonds, which are seen as a flexible financing tool to support long-term strategic development [6]

证券代码：002893 证券简称：京能热力 北京京能热力股份有限公司投资者关系活动记录表 编号：2025-003 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（请文字说明其他活动内容） 活动参与人员 华福证券岳润泽 银河证券王甄玉鹏 上海证券马博飞 华源证券邓思平 东北证券邓丽娟、古丽扎热 招商信诺彭羿扬 博润银泰投资尚方建 知高投资林孝山、高雅妮 领航超越私募基金马跃峰 平安银行刘洋、尚尉 时间 2025 年 5 月 29 日下午 14:30-16:00 地点 公司会议室 上市公司接待人员 姓名 党委书记、董事长：付强 副总经理、董事会秘书：谢凌宇 交流内容及具体问 答记录 1.公司北京地区供暖的原材料是以天然气为主，第一大 供应商是北京市燃气集团有限责任公司，请问一下付费的形 式？天然气价格波动对公司的影响如何？ 答：公司在北京地区供暖原材料主要为天然气，公司天 然气结算模式主要为充值卡式采购，采购的具体流程、方式 类似于居民购买天然气。北京市的供暖价格实行政府定价， 政府制定了较为刚性的居民供暖价格，并设置了对燃料价格 | 变 ...

Group 1: Business Strategy and Development - The company focuses on integrating into national development, serving the real economy, and maintaining high-quality development, with core tasks including enhancing competitiveness and resource allocation efficiency [2] - Key strategies include deepening business transformation, optimizing business structure, and accelerating digital transformation to improve operational efficiency [2] - The company has consistently ranked among the top Chinese securities firms in key operational indicators, with leading positions in research, asset management, and wealth management [2] Group 2: Wealth Management Business - The company emphasizes high-quality customer segments and efficient online operations in its wealth management business, combining online and offline strategies for customer service [3] - Continuous reforms in wealth management are aimed at enhancing organizational capabilities, resource allocation, and talent support for high-quality development [3] - The company is committed to compliance and aligning with investor interests through a buyer-oriented advisory model [3] Group 3: Investment Banking Business - The company adheres to national strategies and regulatory requirements, prioritizing financial services for the real economy [4] - Focus on resource accumulation, client development, and professional capability building in key sectors, particularly in the Greater Bay Area [4] - Emphasis on customer-centric approaches and integrated domestic and international operations to enhance comprehensive financial service capabilities [4] Group 4: Investment Management Business - The investment management segment includes asset management, public fund management, and private fund management, leveraging resources to create a diverse product supply system [5] - The company aims to enhance active management capabilities and product innovation, resulting in growth in asset management scale [5] - As of March 2025, the company ranks third and first in public fund management scale (excluding money market funds) for its subsidiaries, Guangfa Fund and E Fund, respectively [5]

Company Overview - Xiamen Rishang Group Co., Ltd. specializes in the research, production, and sales of automotive wheels and steel structure construction, focusing on steady operations in both sectors [1]. - The company has established a strong brand presence in the domestic automotive wheel market and has built a reputable brand in the steel structure sector with "NCC" and "Xinchangcheng" [1]. Steel Structure Business Performance - In 2024, the company experienced a decline in steel structure production and sales due to a strategic reduction in domestic construction contracts, leading to a drop in domestic revenue [2]. - The theoretical production capacity for steel structures is approximately 250,000 to 300,000 tons, with over 60% of 2024's revenue coming from petrochemical projects [2]. Financial Management - The company maintains strong cash flow management, with a balanced revenue stream from both wheel and steel structure businesses, each contributing approximately 50% to total revenue [2]. - Over 80% of the wheel business revenue is derived from overseas markets, which have more favorable payment terms compared to domestic markets [2]. Export and Market Reach - The wheel business exports to over 100 countries and regions, including Europe, North America, Southeast Asia, and Belt and Road Initiative countries [3]. - The steel structure business has secured significant overseas projects, including the Qatar RAS Ethylene Project and the East Africa Oil Pipeline Project [3]. Competitive Advantages - The company benefits from competitive pricing of Chinese steel in the international market and possesses comprehensive certifications to meet various international standards [4]. - It has a robust project management team and extensive experience in large-scale engineering projects, enhancing its brand reputation [4]. Raw Material Management - Steel costs account for over 60% of the total costs in both wheel and steel structure production. The company employs a strategy of "high price, low inventory; low price, high inventory" to manage raw material price fluctuations [4]. Future Development Plans - The company aims to deepen its focus on the wheel and steel structure sectors, enhancing R&D and quality improvement while expanding its market share both domestically and internationally [4]. - Plans include increasing investments in information technology and smart manufacturing to improve service capabilities and build long-term relationships with high-quality clients [4].