Group 1: Company Overview and Business Segments - The company was established in 2002 and became part of the Xizi Elevator Group, listed on the Shenzhen Stock Exchange in 2011, and renamed Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2022 [3][4]. - The main business includes waste heat boilers, clean energy power generation equipment, solutions, and spare parts and services [3][4]. - Key products in waste heat boilers include gas turbine waste heat boilers, dry quenching waste heat boilers, and cement kiln waste heat boilers, serving high-energy-consuming industries such as power, steel, and cement [4][5]. Group 2: Industry Development and Company Plans - The company aims to leverage the advantages of "low-carbon power generation + flexible adjustment + grid-friendly" in the solar thermal power sector, with a focus on large-scale, low-cost independent installations [5]. - The "Qinghai Model" features three 350 MW independent solar thermal power plants, marking a significant advancement in the industry [5]. - The company plans to secure orders for three 350 MW projects, capitalizing on its market and technological advantages [5]. Group 3: Policy and Market Opportunities - Recent policies encourage the development of green electricity direct connection projects and zero-carbon parks, providing opportunities for the company to explore market potential [6][7]. - The company has established China's first zero-carbon factory and the largest user-side molten salt energy storage project in Zhejiang Province [7]. Group 4: Nuclear Power Sector - The company has over 20 years of experience in the nuclear power sector, providing pressure vessels and heat exchangers for multiple nuclear power plants [8]. - In 2025, the company will enhance its nuclear power industry layout and has established a joint venture to expand its nuclear business opportunities [8]. Group 5: Future Market Directions - The company targets the renewable energy and storage market, focusing on molten salt storage technology for various applications [9][10]. - It aims to enhance its nuclear product manufacturing capabilities and expand into international markets, particularly in Southeast Asia and South America [10][11]. Group 6: Competitive Advantages in Solar Thermal - The company can participate in key stages of solar thermal power plant construction, including heat absorption, heat exchange, and heat storage [12]. - It has a strong market and technological advantage, having participated in 17 solar thermal demonstration projects since 2010 [12][13].

Company Overview - The company is a global leader in lithium battery technology, focusing on providing green and efficient integrated solutions for new energy [1] - It has nearly 30 years of experience in the lithium battery industry, covering a wide product matrix including consumer batteries, power batteries, and energy storage systems [1] Solid-State Battery Development - Solid-state batteries are identified as the next-generation technology with high energy density and safety, suitable for new applications like low-altitude aircraft and robotics [1] - The company has completed the development of its first-generation semi-solid battery with an energy density greater than 300 Wh/kg, and the second-generation semi-solid battery is undergoing pilot testing [2] - The third-generation all-solid-state battery has achieved a product plan and process verification of 400 Wh/kg [2] Production and Supply Chain - The self-supply rate for consumer battery cells is expected to approach 40% in 2024, with higher rates for mobile phones compared to laptops [3] - The company anticipates a total power battery shipment of 16.08 GWh in the first half of 2025, representing a year-on-year growth of 93.04% [4] Joint Ventures and Collaborations - The joint venture with Li Auto aims to deepen business cooperation, as Li Auto is a significant customer for the company's power battery business [5] IPO and Fund Allocation - The funds raised from the Hong Kong IPO will be allocated to several areas, including expanding overseas production bases, enhancing R&D capabilities, digital and intelligent upgrades, and potential investments or acquisitions [6] IPO Progress - The company submitted its A1 prospectus to the Hong Kong Stock Exchange on July 30, 2025, and is awaiting various regulatory approvals [7] Consumer Battery Technology - The company has validated the mass production feasibility of semi-solid technology in consumer batteries, which are now widely used in smartphones, laptops, and drones [8] - Ongoing optimization of material systems and manufacturing processes aims to improve product consistency and yield [8] R&D Investment and Strategy - The company focuses on customer needs and invests in new technologies and applications, ensuring strong support for new growth points [9] - Future R&D will include advanced battery products like lithium manganese iron phosphate and all-solid-state batteries to meet diverse customer demands [10]

Group 1: Company Overview - The company specializes in the research, development, production, and sales of IoT intelligent products, recognized as a high-tech enterprise and a "little giant" in specialized and innovative sectors [1] - The core technologies include communication, positioning, and AI, providing smart terminal products and solutions for various IoT applications [1] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, up by 0.81% [2] - For the first half of 2025, the revenue reached CNY 805 million, reflecting a 20.17% increase year-on-year, with a net profit of CNY 108 million, an increase of 19.07% [2] Group 3: Business Segments and Growth Opportunities - The company is focusing on smart transportation, smart travel, and smart sleep sectors, with significant growth expected in smart transportation due to product upgrades and supportive regional policies [2][3] - The company has entered the qualified supplier list for a foreign automotive brand, aiming to expand its market share in overseas vehicle installations [3] - In the smart sleep sector, the company is enhancing its product range based on overseas demand and expects steady revenue growth as it expands into new regions [3] Group 4: Production and Capacity - The production process is divided into two phases: the independent research and production of wireless communication modules, and the manufacturing of terminal products [4] - The company has flexible capacity allocation across product lines, allowing for adjustments based on sales fluctuations [4] Group 5: Market Impact and Risks - The impact of U.S. tariff policies on the company is minimal, as the smart sleep terminal's pricing model places tariff responsibilities on customers [4] - The company plans to disclose its Q3 2025 operational results on October 24, 2025, highlighting its commitment to transparency [4]

股票代码：000629 股票简称：钒钛股份 攀钢集团钒钛资源股份有限公司 投资者关系活动记录表 编号：20251016 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □√ 其他 | | | 1.参与投资者 | | 活动参与 | 大成基金：徐雄晖 赵蓬 张家旺 孙泽元 施宇宙 | | | 2.上市公司参与人员 | | 人员 | 董事、副总经理、财务负责人、董事会秘书 谢正敏 | | | 证券事务代表 石灏南 | | | 财务部总监 李海波 | | 时间 | 2025 年 10 月 16 日（星期四）16:00-17:30 | | 地点 | 公司 楼会议室 3 | | 形式 | 线下交流 | | | 1.请介绍一下公司主要业务和产品。 | | | 公司主营业务包括钒、钛和电，其中钒、钛是公司战略重点发 | | | 展业务，主要是钒产品、钛白粉、钛渣的生产、销售、技术研发 | | | 和应用开发，主要产品包括氧化钒、钒铁、钒氮合金、钒铝合金、 | | | 钒电解液、钛白粉、钛 ...

证券代码：300557 证券简称：理工光科 编号：2025-005 理工光科投资者关系活动记录表（2025 年度） 理工光科投资者关系活动记录表（2025 年度） | 场。 | | | --- | --- | | | 3、公司 2024 年归母净利润表现优于营收，主要是因为什么？ | | | 主要得益于公司产品结构调整，毛利率稳步提升。 | | | 4、公司目前光栅刻写的良品率是多少？ | | | 约为 98%。 | | | 5、公司未来是否会有并购的动作？ | | | 公司在坚持做好内生稳定增长的同时，一直尝试围绕光纤传 | | | 感应用及物联网产业链寻求合作与并购。 | | | 6、公司目前合同收入释放的周期大概多久？ | | | 公司产品从发货到现场安装调试需要一定的工期且工期受 | | | 业主单位配套工程影响，各合同订单执行期间长短不一。油罐市 | | 场 | 1-2 年、隧道及民用消防市场 2-3 年，管廊等市政类市场则周 | | | 期更长。 | | | 7、公司目前是否有市值管理的要求 | | | 公司已将市值管理纳入长期战略管理体系统筹推进，致力于 | | | 实现公司价值与市值的同步提升 ...

Group 1: Loan Demand and Growth - The bank has observed a slowdown in the growth of market demand for entity loans, indicating insufficient demand despite a stable total credit investment [2] - Corporate loans are primarily focused on major provincial and municipal projects, with increased investments in green, technology, and inclusive finance sectors, particularly in manufacturing, new energy, biomedicine, and infrastructure [2] - As of June 2025, the bank's personal housing loan balance reached CNY 32.875 billion, with a net increase of CNY 858 million since the beginning of the year [2] Group 2: Interest Margin and Cost Management - The bank's net interest margin stood at 1.37% as of June 2025, slightly below the average for A-share listed banks, primarily due to the structure of liabilities [3] - The bank aims to improve its liability quality by exiting high-cost deposits and optimizing its liability structure, which has helped mitigate the impact of declining asset-side interest rates [3] - Future deposit cost reduction will depend on market pricing benchmarks, inflation indices, and the situation of state-owned and joint-stock banks [3] Group 3: Non-Interest Income and Market Strategy - The bank's fee and commission income accounted for approximately 5.5%-6% of total revenue, with net fee and commission income around 3%-5% [3] - The bank plans to expand its agency wealth management, credit card, and corporate business income to offset declines in self-managed wealth management income due to regulatory impacts [3] - The bond market has shown weak performance this year, with the bank maintaining a cautious approach and adjusting its investment strategy accordingly [3] Group 4: Capital Adequacy and Dividend Policy - As of June 2025, the bank's core Tier 1 capital adequacy ratio was 8.5%, indicating a relatively tight capital position [3] - The bank is exploring various channels for capital replenishment, including issuing perpetual bonds and subordinated debt [3] - The bank has maintained a stable cash dividend ratio exceeding 30% since its listing, with a cumulative cash dividend of CNY 2.398 billion, resulting in a dividend yield of approximately 1.184% [3] Group 5: Risk Management - The non-performing loan ratio was 1.81% as of June 2025, showing a slight decrease of 0.02 percentage points since the beginning of the year, indicating marginal improvement in risk conditions [3] - The primary sectors contributing to non-performing loans include wholesale and retail, real estate, and manufacturing, which are closely tied to economic cycles and the downturn in the real estate sector [3]

Group 1: Company Products and Applications - The company's products can be applied in AI servers, industrial robots, and data centers, having received certifications from significant international and domestic clients, which demonstrates the company's technical strength and product adaptability, breaking the monopoly of foreign manufacturers in high-end fields and opening up market growth opportunities [2] - The company’s wholly-owned subsidiary, Guangdong Weizhi Robot Manufacturing Co., Ltd., focuses on precision control of industrial machinery and automated production of high-value magnetic components, aiming for breakthroughs in technology and capacity upgrades to achieve high-end intelligent manufacturing [3] Group 2: Headquarters and Operational Plans - The company’s Bay Area headquarters is set to officially commence operations in the fourth quarter of this year, with relocation work already initiated, ensuring efficient service for the company's expanding business needs post-setup [2] Group 3: Research and Development Strategy - The company plans to focus its R&D efforts on high-value sectors such as new energy vehicles, AI servers, artificial intelligence, and industrial automation, with a strategy to accelerate new project development and technology iteration to maintain industry-leading product performance and technical standards [3] - The company aims to overcome key technological bottlenecks through innovation, enhancing product differentiation and competitiveness, ultimately seizing opportunities in high-growth emerging markets to support sustained performance growth and solidify market position, thereby providing long-term value returns for investors [3]

股票代 码 ： 3 0 0 0 7 2 股 票代码 ： 3 0 0 0 7 2 & CHALLENGE 北 京 海 新 能 源 科 技 股 份 有 限 公 司 海新能科及生物能源 产业介绍 海新能科 2 0 2 2 . 0 5 2 0 2 5 . 1 0 HVO FUTURE 目录 C O N T E N T S Bioenergy Industry 公司发展成果 Company Development Achievements 生物能源 01 公司发展成果 - 第一章 - Company Development Achievements 公司简介 核心主业 发展变化 1.1 公司简介 北京海新能源科技股份有限公司是北京市海淀区 国有资产投资集团有限公司控股的上市公司。 1997 公司成立 2010 公司上市 证券代码：300072 国内首批研发、生产、销售烃基生物柴油的先行企业之一 海新能科坚持以创新为驱动，形成以 生物能源、催化净 化（环保材料）、特色化工 为主营业务的创新型企业， 开发具有自主知识产权的技术、工艺、装备和产品，其 应用渗透各行各业，足迹遍布海内外。 • 独创悬浮床加氢技术应用于烃基生物柴 ...

证券代码：300072 证券简称：海新能科 北京海新能源科技股份有限公司 投资者关系活动记录表 编号：2025-007 | | √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） | | 参与单位名称 | 鹏华基金、信达澳亚、融通基金、华能贵诚信托、浙商基金、 | | | 信达资产、禅龙资产、国泰海通、东兴证券、开源证券、信达 | | | 证券、长城证券、德邦证券、东吴证券、银河证券、国投证券、 | | | 兴业证券、华金证券、国盛证券、浙商证券、东方财富证券、 | | | 中泰证券、中信证券、国信证券、海岳君泽基金、同花顺（机 | | | 构排名不分先后） | | 时间 | 2025 年 10 月 16 日 | | 地点 | 公司控股子公司山东三聚生物能源有限公司 | | 上市公司接待人 | 海新能科董事、董事会秘书 张蕊 海新能科证券事务代表 张冠卿 | | 员姓名 | | | | 山东三聚相关业务负责人 | | 投资者关系活动 | ...

证券代码：300966 证券简称：共同药业 为计生用药。 皮质激素主要用于物理性损伤、化学性损伤、免疫性损伤以及无菌性炎症 等各种急慢性炎症的治疗，另外还用于抗休克、退热、刺激骨髓造血功能、维 持人体内水和电解质的平衡等，比如治疗过敏性皮炎用药氟轻松、消炎药地塞 米松、抗哮喘用药氟替卡松、布地奈德等。 甾体药物其他类包含胆酸类用药熊去氧胆酸，心血管用药依普利酮，抗癌 药物阿比特龙，肌松药物维库溴铵、罗库溴铵，利尿剂螺内酯等不同类别用药， 甾体其他类药物品种种类不断增加，应用范围不断扩大，在甾体类药物中极具 潜力。 5、最近几年全球医药产业链都在经历重构，作为国内甾体药物原料的核 心供应商，如何看待这些趋势对自身业务的影响？是否有针对性的策略调整？ 答：全球医药产业链重构对我们作为甾体药物原料供应商的影响主要体现 在产能布局和客户合作模式方面。随着抗生素使用的节制，甾体药物在抗炎、 免疫、生殖健康等领域的应用有望进一步扩大。与此同时，全球大健康产业和 老龄化趋势也为我们带来了新的发展机遇，特别是在生殖健康、老年慢性病管 理等领域。为应对上述趋势，我们在产能方面，积极应用合成生物学等技术优 化工艺，提升生产效率和 ...