岭南控股(000524) - 2025年1月2日投资者关系活动记录表
2025-01-02 11:35
Group 1: Business Growth and Development - Since 2024, the company's business travel sector has experienced rapid growth, particularly in outbound tourism, with partnerships established with over 20 countries and regions for joint promotion [2][3] - The company has opened a total of 188 travel agency stores nationwide by mid-2024, with 109 located in Guangdong province, enhancing its service ecosystem [4] Group 2: Outbound and Inbound Tourism - The outbound tourism products cover major global destinations, with a focus on emerging markets in South America and Africa, alongside traditional hotspots in Europe and Southeast Asia [4] - The company has benefited from various visa exemption policies, becoming a key operator for inbound tourism, receiving visitors from countries such as Poland, Malaysia, and the United States [3][5] Group 3: Hotel Management Expansion - The hotel management business has expanded through a dual model of "entrusted management + franchise," covering all 31 provinces and regions in China [5] - The acquisition of 70% equity in Shandong Lingnan Urban Hotel Management Group has integrated into the company's hotel operations, enhancing competitiveness in the northern market [6] Group 4: Future Asset Injection Plans - The controlling shareholder plans to transfer 70% equity of the urban hotel to the company, with a commitment to avoid competition and ensure compliance with internal control standards [6][7] - The commitment includes a three-year management period by the company's subsidiary, with provisions for future equity transfer at fair market prices [7]
盛达资源(000603) - 000603盛达资源投资者关系管理信息20250102
2025-01-02 11:00
Group 1: Company Overview - Shengda Resources Co., Ltd. is involved in the mining and processing of metals, with a focus on copper and silver [1][2]. - The company has a production capacity of 480,000 tons per year as per the mining license [2][3]. Group 2: Project Updates - The Jinshan Mining technical renovation project is expected to reach full production capacity by September 2024 [2][3]. - The Honglin Mining project is currently at 50% completion for the tailings pond construction, with trial production anticipated between July and September 2025 [2][3]. Group 3: Financial Matters - The company has received a total of 600 million yuan in deposits related to a lawsuit, with 70,854,011.10 yuan in fees accounted for in 2024 [3]. - The remaining 40% of the funds, amounting to 42,010,739.73 yuan, is still pending, introducing uncertainty regarding the impact on profits [3]. Group 4: Market Insights - The current gold-silver ratio is around 90, indicating that silver has significant potential for price increases [3]. - The company believes that silver prices will show substantial upward movement due to its industrial and precious metal properties [3]. Group 5: Sales Strategy - The sales strategy for refined powder products is based on a prepayment model, with prices referencing major metal price indices [3][4]. - The pricing for silver content in lead and zinc concentrates is determined based on assay results and agreed coefficients in contracts [4].
中国重汽(000951) - 2025年1月2日投资者关系活动记录表
2025-01-02 11:00
l 公司产品的市场占有率及整体盈利水平均实现稳步提升。 2、如何看待天然气重卡未来的发展趋势? 证券简称:中国重汽 证券代码:000951 中国重汽集团济南卡车股份有限公司 投资者关系活动记录表 编号:20250102 | 投资者关系活动 | ■特定对象调研 | 口分析师会议 | | --- | --- | --- | | 类别 | 口媒体采访 | 口业绩说明会 | | | ロ新闻发布会 | □路演活动 | | | □现场参观 | | | | ロ其他 (请文字说明其他活动内容) | | | 参与单位名称 | 海通证券 刘一鸣 | 慎知资产 赵永健 | | 及人员姓名 | | | | 时间 | 2024年1月2日 16:00-17:00 | | | 地 点 | 公司办公室 | | | 上市公司 | 董事会秘书助理兼证券事务代表 张欣 | | | 接待人员姓名 | 投关专员 胡啸 | | | 投资者关系活动 | 公司董事会秘书助理兼证券事务代表张欣女士简要介绍 了公司情况,并针对投资者关心的问题进行了沟通和交流。 主要内容如下: 1、请问公司今年的经营状况怎么样? | | | | 据第一商用车网数据,我国重卡市场 ...
实丰文化(002862) - 002862实丰文化投资者关系管理信息20250102
2025-01-02 11:00
证券代码: 002862 证券简称:实丰文化 实丰文化发展股份有限公司投资者关系活动记录表 编号:2025001 | 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 | | 参与单位名称及 | 招商传媒、宝盈基金、博时基金、鹏华基金、建信养老、诺安基 | | 人员姓名 | 金、明世伙伴基金、新华资产、长盛基金、誉辉资本、同犇投资、 | | | 兴业基金、长城基金、国联安保险、真科基金等 | | 时间 | 2025 年 1 月 2 日(周四)14:00-15:00 | | 地点 | 广东省汕头市澄海区澄华工业区实丰文化发展股份有限公司 | | 形式 | 线上交流 | | 上市公司接待人 | 1、副总经理:蔡佳霖先生 | | 员姓名 | 2、董事、董事会秘书:王依娜女士 | | | 3、董事、财务总监:吴宏先生 | | | 4、品牌管理部负责人:陈永东先生 | | | 5、研发设计部负责人:纪一桀先生 一、公司董事会秘书王依娜女士对公司发展历程作 ...
中集集团(000039) - 000039中集集团投资者关系管理信息20250102
2025-01-02 10:33
Market Outlook - The global container trade is expected to grow by 7% in 2025, driven by strong demand from the U.S. and potential strikes at East Coast ports [3] - Factors such as trade volume growth, supply chain diversification, and increased container transport mileage will contribute to new demand [3] - The imbalance in container trade flow and the aging of containers will support ongoing demand [3] Order Status - The company currently has a full order book for containers, significantly better than the same period last year, with orders scheduled into Q1 2025 [3] Offshore Engineering Performance - Revenue from the offshore engineering segment increased by 77.75% year-on-year in the first three quarters of 2024, due to new orders entering the construction phase [3] - New orders signed in the offshore segment amounted to $3.25 billion, with a total order value of $7.4 billion as of the end of Q3 2024 [3] Drilling Platform Market - The drilling platform market remains strong, with limited supply growth and steady demand leading to tighter availability [4] - The company’s rental business for offshore assets has seen revenue and profit growth year-on-year, excluding interest [4] Capital Expenditure Plans - Capital expenditures are focused on updating and transforming fixed assets, including maintenance of existing equipment and new production lines in clean energy [4] - The company is actively seeking investment and acquisition opportunities in logistics and energy sectors, including modern automated logistics systems and clean energy solutions [4]
嘉曼服饰(301276) - 2025年1月2日投资者关系活动记录表
2025-01-02 10:33
证券代码:301276 证券简称:嘉曼服饰 北京嘉曼服饰股份有限公司投资者关系活动记录表 编号: 2025-001 | 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 | | 参与单位名称及 | 1、浙商证券-马莉、周敏 | | 人员姓名 | 2、华夏基金-林瑶、徐漫 | | | 3、银华基金-苏静然 | | | 4、和君资本-谯晓龙 | | | 5、建信养老-官忠涛 | | | 6、个人投资者-李亦争 | | 时间 | 2025年1月2日 | | 地点 | 公司会议室 | | 上市公司接待人 | 副董事长、总经理:刘澈 | | 员姓名 | 董事会秘书、副总经理:程琳娜 | | | 公司接待人员就与会人员提出的以下问题进行了逐一解 | | | 答: | | | 1、公司童装业务模块的优势和突破点在哪里。 首先是品牌资产。举例来说暇步士(Hush Puppies)是创 立于 1958年的全球性休闲时尚品牌,进入中国市场也已经 20 | | | 多年了。暇步士 ...
智能自控(002877) - 2024年12月31日投资者关系活动记录表
2025-01-02 10:33
[Wikip] 无锡智能自控工程股份有限公司 证券代码:002877 证券简称:智能自控 无锡智能自控工程股份有限公司 投资者关系活动记录表 编号: 2024-021 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 剃 | □现场参观 | | | 团其他 (业务交流) | | 参与单位名称及人 | 玖歌投资:高广生(副总经理) | | 员姓名 | | | 时间 | 2024年12月31日 14: 00-15: 00 | | 地点 | 公司303会议室 | | 上市公司接待人员 | 副总经理、董事会秘书:沈剑飞先生 | | 姓名 | | | | í 公司基本情况介绍 | | | 智能自控成立于 2001年,是专业化设计、研发、生产和销售全系 | | | 列智能控制阀产品、坚持走国产化和技术自主创新的高新技术企业, | | | 2017年6月在深交所挂牌上市。公司是国家高新技术企业、国家级专 | | | 精特新小巨人企业。公司建有江苏省调节阀工程技术中心、博士后科 | | 投资者关系活动主 | ...
四方达(300179) - 300179四方达投资者关系管理信息20250102
2025-01-02 10:33
Group 1: Company Overview - The company focuses on superhard materials, with a strategic core of "1+N industry layout" based on downstream development trends [2] - As of Q3 2024, the company achieved a revenue of CNY 398.92 million and a net profit of CNY 93.97 million, with R&D investment of CNY 47.69 million, accounting for 11.95% of revenue [3] Group 2: Market Trends - The demand for oil composite sheets is concentrated, with significant market potential for high-end products, especially as global economic conditions improve [4] - The tool market is vast and fragmented, with increasing demand driven by high-end manufacturing upgrades and the rapid growth of the new energy vehicle sector [4] - The market for CVD diamonds is expanding, with a focus on large carat, colored, and specialty diamonds, leading to new cross-industry applications [4] Group 3: CVD Diamond Project Progress - In 2023, the company increased support for its subsidiary, Henan Tianxuan, focusing on the R&D and management of MPCVD equipment and CVD diamond processes, which have been validated for mass production [5] - The annual production project for 700,000 carats of functional diamonds will utilize the self-developed MPCVD equipment, with installation starting in April 2024 and production trials in May 2024 [5] Group 4: Future Outlook and Performance Expectations - The company aims to enhance its global market share in the oil composite sheet sector by focusing on key markets and high-end products [6] - In precision processing, the company will target complex superhard tools to meet the demands of precision and high-speed processing, capitalizing on the growth of the new energy vehicle market [6] - The CVD diamond segment is expected to contribute significantly to performance, with a focus on large carat and colored diamonds, alongside continued investment in MPCVD equipment and functional diamond R&D [6]
卡倍亿(300863) - 300863卡倍亿投资者关系管理信息20250102
2025-01-02 10:33
证券代码:300863 债券代码:123238 证券简称:卡倍亿 债券简称:卡倍转02 宁波卡倍亿电气技术股份有限公司 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) | | | 时间 | 2024 年 12 月 30 日 | | | | 中金公司 | 荆文娟、司颖 | | | 海富通基金 | 王振邀 | | | 华福证券 | 陈海进 | | | 诺安基金 | 王浩然、范磊 | | | 合远基金 | 马川、管华雨 | | | 富安达基金 | 李守峰、张心怡 | | | 农业汇理 | 张璋 | | | 太保资产 | 王語 | | 参与单位名称及 人员姓名 | 深圳创富兆业基金 | 司魏 | | | 弥远投资 | 许鹏飞 | | | 昆仑保险 | 周志鹏 | | | 鑫元基金 | 王夫伟 | | | 东北证券自营 | 冯先涛 | | | 东证融汇 | 何刺丽 | ...
五 粮 液(000858) - 2024年12月31日投资者关系活动记录表
2025-01-02 10:33
证券代码:000858 证券简称:五粮液 2024 年 12 月 31 日投资者关系活动记录表 编号:2024-6 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(股东大会) 来访单位 名称 现场参会的所有投资者 时间 2024 年 12 月 31 日 地点 公司怡心园 上市公司出 席接待人员 公司董监高人员 投资者关系 活动主要内 容记录 2024 年 12 月 31 日,公司以现场会议的方式举行"2024 年第一次临时股东大会"。主要内容整理如下: 一、公司党委书记、董事长曾从钦讲话内容概要 2024 年,公司的发展具有三个方面的特征,一是"稳" 的主基调没有变,企业高质量发展的稳健态势进一步延续; 二是"好"的总趋势没有变,企业高质量发展的有利因素进 一步凸显;三是"进"的大方向没有变,企业高质量发展的 前行道路进一步明晰。 1 / 4 2025 年,公司将坚定"稳中求进、以进促稳,守正创新、 综合施策,提质增效、多作贡献"的工作总基调,定位为"营 销执行提升年",深化"抓动销、稳价格、提费效、转作风" 十二字营销方针,以提升五 ...