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诺 普 信(002215) - 深圳诺普信作物科学股份有限公司投资者关系活动记录表
2025-05-27 02:02
证券代码:002215证券简称:诺普信 深圳诺普信作物科学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 | ☐媒体采访 业绩说明会 | | 动类别 | ☐新闻发布会 □路演活动 | | | ☐现场参观□其他 | | 参与单位名称 | | | | 线上参与公司2024年度网上业绩说明会的投资者 | | 及人员姓名 | | | 时间 | 2025年5月26日15:00-17:00 | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | | 董事长卢柏强 | | 上市公司接待 | 独立董事姜帆 | | 人员姓名 | 财务总监袁庆鸿 | | | 董事会秘书莫谋钧 | | | 1、请综合概述蓝莓2024-2025产季的经营情况,遇到了哪些问 | | | 题,哪些是公司核心优势,哪些是有待提升,以及展望一下 | | | 2025-2026新产季的情况,特别是今年蓝莓价格下跌的情况下,如 | | | 何保证新产季的利润增长,谢谢。 | | 投资者关系活 | 您好,2024-2025产季已经结束,本产季公司 ...
奥 特 迅(002227) - 2024年度业绩说明会投资者活动记录表
2025-05-27 01:44
证券代码:002227 证券简称:奥 特 迅 深圳奥特迅电力设备股份有限公司 2024 年度业绩说明会投资者活动记录表 编号:2025-01 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 奥 特 迅2024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 5 月 26 日 15:00-17:00 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:奥 特 迅 董事长,总裁:廖晓霞 独立董事:刘宇 董秘,财务总监:吴云虹 副总裁、总工程师:李志刚 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:您好,感谢您的关注。本期财务报告中总体亏损较上年扩大 23%, 主要原因为计提公司本期非经常性损益合计-1,599 万元,其中金额工具 损益为-2,992 万元,该金融工具损益主要是对外股权投资减值所致。经 常性损益亏损较上年收窄 43 ...
京东方A(000725) - 012-2025年5月26日投资者关系活动记录表
2025-05-27 00:36
京东方科技集团股份有限公司 投资者关系活动记录表 编号:2025-012 | 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 | | 参与单位名称 | 工银瑞信基金:马丽娜、焦文龙、刘伟琳、张乐涛、殷悦、李 | | | 劭钊、金兴、陶先逸 | | | 天风证券:高静怡、阎小丝、张馨心 | | 时间 | 2025 年 5 月 26 日 | | 地点 | 京东方核心能力大楼 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 张 妍 董事会秘书室工作人员 讨论的主要内容为回答投资者提问,问答情况如下: | | | 1、公司如何看待 LCD 行业供需情况? | | | 答:行业面板厂商坚持"按需生产"的经营策略,根据市 | | 投资者关系活动主要内 | 场需求,弹性调节产线稼动率。在此基础上,需求端库存实现 | | 容介绍 | 加速去化,产业库存趋近健康标准,行业需求回归正常节奏。 | | | 同时,随着低端 ...
龙磁科技(300835) - 300835龙磁科技投资者关系管理信息20250527
2025-05-27 00:36
| | 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) 长江证券许宏远、童松 | | | 宝盈基金侯嘉敏、徐也、侯星宇、游凡、张天闻、赵国进、温济鹏 | | | 长城基金任柯宇 天风证券杨晋芸 | | | 山西证券傅盛盛 | | 参与单位名称及人员姓名 | 中信建投王介超、汪明宇 | | | 国泰基金戴计辉 | | | 冲积资产褚壹钦 | | | 沣宜投资刘军 | | | 华泰柏瑞钱建江 | | 时间 | 2025年5月20日-5月23日 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 董事会秘书、副总经理冯加广 | | | 证券事务代表王慧 1、永磁产能规划的更新情况 | | | 答:打造6万吨永磁铁氧体磁瓦产能一直是中长期目标。在产能 | | 投资者关系活动主要内容 | 布局整合、现有产能挖潜、效率提升方面做更多优化,尽量采用低 | | 介绍 | 成本扩张的方式增加产能,并根据下游需求控制产能投放节奏。庐 | | | ...
哈尔斯(002615) - 2025-002 浙江哈尔斯真空器皿股份有限公司投资者关系活动记录表
2025-05-26 13:56
Group 1: Market Growth and Expansion - The company remains optimistic about the overseas growth of the vacuum flask industry, driven by market segmentation, the rise of outdoor sports, and social media trends, leading to increased consumption frequency and demand growth [1] - Head brands are experiencing high growth rates, enhancing category penetration, while the market is undergoing structural adjustments with traditional brands growing steadily and new brands emerging [1] - The company is expanding into global markets, with positive trends in Canada, Australia, and Europe, and further expansion into Asia [1] Group 2: Production and Supply Chain - The company has rich experience in overseas base construction, with the Thailand base's first phase already operational and the second phase ramping up production smoothly [2] - Thailand has developed a complete supply chain for vacuum flasks, supported by the increasing number of domestic brands establishing factories there [2] Group 3: Business Strategy and Performance - The company leverages over 20 years of industry experience to build customer loyalty and penetrate new markets, achieving rapid growth in the U.S. and continuous growth in other overseas regions [2] - The company focuses on brand-driven growth, optimizing its own brand construction through innovation and leveraging e-commerce platforms for increased brand influence [2] - The company reports good order and shipment conditions, with cash flow fluctuations in Q1 2025 influenced by shipping schedules and investments in local supply chain construction [2] Group 4: Financial Policies and Future Outlook - The company maintains a stable dividend policy, with future policies to be determined based on capital expenditure needs [3] - A share repurchase plan has been officially released, with repurchased shares prioritized for future employee stock ownership plans [2]
北京利尔(002392) - 002392北京利尔投资者关系管理信息20250526
2025-05-26 13:46
Dividend Distribution - The company plans to distribute a cash dividend of 0.33 CNY per 10 shares, totaling approximately 38.45 million CNY based on the adjusted share count of 1,165,280,839 shares after excluding repurchased shares [1][2]. Financial Performance - In Q1 2025, the company reported cash and cash equivalents exceeding 1.1 billion CNY, with 722 million CNY in cash and 431 million CNY in trading financial assets [2]. - The company's revenue for 2024 reached 6.327 billion CNY, reflecting an 11.66% year-on-year increase, while the non-recurring net profit decreased by 13.31% compared to the previous year [2][4]. Investment Strategy - The company is diversifying into solid-state batteries and AI chip sectors through investments in Lianchuang Lithium Energy and Shanghai Zhenliang Intelligent Technology, although these investments are currently financial rather than operational [3][4]. - The company emphasizes the importance of maintaining a stable core business while exploring new growth opportunities in line with national policies [3][4]. Market Expansion - International revenue grew by 26.18%, primarily driven by steel customers in Southeast Asia and the Middle East [5]. - The company is focusing on expanding its overseas market presence and is optimistic about opportunities arising from the reconstruction of Ukraine [5]. R&D and Innovation - R&D expenses increased by 19.52% in 2024, amounting to 246 million CNY, which is 3.89% of total revenue, focusing on enhancing product lifespan and exploring new technologies [7][8]. - The company is actively pursuing advancements in areas such as wet metallurgy and low-carbon durable materials [8]. Raw Material Supply - The supply of key raw materials like magnesium and aluminum remains stable, with contingency plans in place to address potential shortages [8].
立高食品(300973) - 2025年5月26日投资者关系活动记录表
2025-05-26 12:50
Group 1: Product Development and Sales Performance - The first UHT cream product, 360pro, launched in mid-2023, has achieved good sales results, with total sales for the UHT product line reaching nearly 500 million yuan in 2024, nearly doubling year-on-year growth [2][4] - The company plans to expand its cream product matrix across high, medium, and low tiers [2][4] - The company is exploring the snack channel, which is still in the early stages, requiring adaptation to long shelf-life products [2][3] Group 2: Production and Supply Chain - The second cream production line has been designed to accommodate multiple products, allowing for co-production without significant capital expenditure unless capacity becomes insufficient [4][5] - The company has established production bases in Huzhou, Zhejiang, and Xinxiang, Henan, enhancing its national distribution capabilities [9][10] Group 3: Market Opportunities and Channel Strategy - The baking market is still in the popularization stage, with significant opportunities in third and fourth-tier cities, where various baking formats are emerging [5][6] - The company sees the restaurant channel as a major opportunity for future growth, alongside traditional retail channels [6][7] - The company will continue to focus on traditional baking channels while investing more resources in the restaurant and supermarket sectors [8][9] Group 4: Competitive Landscape and Product Positioning - The company emphasizes the importance of providing comprehensive services alongside products, as B2B clients are knowledgeable and demand quality [6][8] - There is a recognition that traditional competitors have made significant efforts in product quality and diversity, with some focusing on niche markets rather than new product introductions [7][8] Group 5: Regional Growth and Future Planning - The company has seen significant revenue growth outside of South China, aligning with its national expansion strategy [9][10] - Future revenue targets will be supported by the company's logistics capabilities and production base distribution [9][10]
国光股份(002749) - 002749国光股份投资者关系管理信息20250526
2025-05-26 12:40
四川国光农化股份有限公司 投资者关系活动记录表 证券代码: 002749 证券简称:国光股份 四川国光农化股份有限公司投资者关系活动记录表 问 4:公司如何对新员工进行培养? 答:公司计划在农业院校招聘 300 名接受过系统、专业学习的 2025 届毕业生,目前已经完成招聘计划。公司采取公司集中培训、 团队培训、师傅带徒弟的方式持续对新员工进行应用技术培训。在 各个学习阶段对新员工采用笔试、讲课等方式进行专业知识考核。 新员工增长可以拓展渠道,覆盖更多的空白区域和空白市场,提升 技术服务能力和效率,推动公司营收增长。 问 5:公司对技术营销人员如何进行激励? 答:一方面通过绩效考核对技术营销人员进行激励,绩效考核 包括三个部分:一是日常工作考核,如拜访用户数量、召开现场会 数量等;二是所在区域的产品销量考核,包括存量考核、增量考核; 三是单一产品销量考核,如毛利率高的产品销量考核等。另一方面, 对公司核心技术营销人员以股权激励的方式进行激励。 问 6:产能利用情况如何? 编号:2025-015 | | ☑特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | | 投资者关系 ...