Group 1: Business Outlook and Growth Potential - The company's core business in tools and home appliances is expected to maintain growth due to expanding application scenarios and increasing electrification and cordless product penetration [1][2] - AI technology is anticipated to drive product innovation and smart upgrades in tools and home appliances, potentially accelerating growth [2] Group 2: Robotics and Product Development - The company has established a humanoid robot hollow cup motor R&D team and aims to become a leader in the domestic market within 2-3 years [3] - The product platform includes 8mm and 10mm hollow cup motors, with plans to expand product boundaries and application scenarios [3] Group 3: Profitability and Margin Stability - The company's stable gross margin is attributed to strategic market and customer selection, operational efficiency improvements, and high R&D investment [4] - Gross margin varies by region, with mature bases like Vietnam and India showing higher margins compared to Mexico [5][6] Group 4: Market and Customer Dynamics - Major supply locations for overseas tool clients are Vietnam and Mexico, with domestic capabilities also available [7] - There are currently no customer demands for price reductions despite trade tensions, with cost optimization strategies in place [8] Group 5: Risk Factors and Market Conditions - Foreign exchange fluctuations pose a risk to the company's performance due to high export ratios, but pricing strategies and hedging tools are in place to mitigate impacts [9] - The company has a diversified geographical layout to reduce tariff risks and is positioned to gain market share amid industry restructuring [10] Group 6: Emerging Technologies and Product Lines - The smart driving product line is expected to continue high growth, driven by applications in new energy vehicles [11][12] - The company is integrating AI into operations and product development, enhancing efficiency and exploring new application scenarios [14] Group 7: Supply Chain and Production Strategy - The company has strong capabilities for chip localization and a robust international supply chain [15] - The overseas production value is projected to exceed 20% in 2024, with plans to increase based on customer demand [18]

证券代码： 002401 证券简称：中远海科 中远海运科技股份有限公司 投资者关系活动记录表 编号：2025-05-22 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 （） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 22 日 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 董事长、总经理王新波，独立董事张志云，总会计师、董事会秘 书俞建忠 投资者关系活动 主要内容介绍 1、1.002401 实施业务转型与预期相比有哪些差距？2025 年船 视宝等数字新业态预计占收入多大比例？2.上海船运所高管是 否有调整？3.上海船运所对 002401 有哪些具体科技支撑？ 船视宝平台目前是公司一个具有航运数字化转型特点的平 台产品,目前用户数量保持较好增长态势，后续公司将持续培育 优化产品核心能力，扩大产品影响力,为更多的企业提供服务。 上海船研所是公司的控股股东，长期从事国内交通运输和造 船行业的共性技术、前瞻性技术的开 ...

Group 1: Company Strategy and Market Position - The company is advised to leverage its resources to develop pet meat products, but currently has no plans for this market [4] - The company aims to maintain a profit target exceeding 10 billion CNY this year, focusing on core business and enhancing competitiveness [4] - The company emphasizes a cash dividend policy to provide reasonable returns to shareholders while balancing financial leverage [4] Group 2: Market Trends and Consumer Behavior - Despite high per capita meat consumption in China, the company sees potential growth in the meat processing sector, which remains underdeveloped compared to developed countries [5] - The company plans to diversify its product offerings to meet varied consumer demands across different regions and demographics [5] Group 3: Financial Management and Performance - The company is committed to maintaining a healthy asset-liability status while managing financial costs effectively [4] - Recent fluctuations in quarterly performance are attributed to seasonal and market factors, but overall operations remain stable [6] - The acquisition of Smithfield provides a low-cost pork source, potentially mitigating the impact of pork price cycles on operations [6] Group 4: Governance and Decision-Making - Mr. Wanlong currently serves as a non-independent director on the company's board, contributing to decision-making processes [6]

编号：【2025】0522 | | □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 | | 参与单位名称及人 | 2024 年度暨 2025 年第一季度业绩说明会采用网络远程方式进行，面 | | 员 | 向全体投资者 | | 时间 | 年 月 日 2025 5 22 16:00-17:00 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏 | | | 目 | | | 董事长：陈丽英 董事、董事会秘书：张丹 | | 上市公司接待人员 | | | 姓名 | 独立董事：王亚平 | | | 副总经理、财务负责人：袁皓 | | | 问题1:今年4月份人行等六部门联合印发供应链金融服务中小企业融 答：尊敬的投资者您好，数字人民币的可追溯性、实时清算、智能合 | | | 资的政策文件，请问公司有没有供应链金融方面的数字人民币技术和 | | | 方案？ | | 投资者关系活动主 要内容介绍 | 约等特性，为供应链金融提 ...

楚天科技股份有限公司 证券代码：300358 证券简称：楚天科技 Romaco 集团 2024 年营业收入 208,749,828.01 欧元，较上年 同期增长 1.26%，2024 年净利润 375,256.97 欧元，较上年同期下 降 91.08%。2024 年新增订单较 2023 年略有增长，但因交付效率 和供应链受俄乌冲突等影响，导致产品交付受影响，进而影响了 营收和盈利情况。目前，2025 年一季度形势不错，订单和交付情 况都有较大改善，公司有信心实现 2025 年预算目标。 6、公司国际市场拓展的情况？ 投资者关系活动记录表 编号：2025-006 | 调研活动类别 | 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 | 众安保险、汇添富基金、新华基金、华创证券、财通证券 | | 时 间 | 2025 年 5 月 22 日上午 10:00-11:30 | | 地 点 | 公司会议室 | | 上市公司接待 | 董事会秘书：黄玉婷 | | 人员姓名 | 证券事务 ...

证券代码：300945 证券简称：曼卡龙 | |  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 （电话会议） | | 参与单位名称及 | 南方基金 | | 史博、章晖、何康、万朝辉、都逸敏、赵舜、李想、麦俊 | | | 杰、吕思奇 | | | | 人员姓名 | 长江证券 李锦 | | | | | 鹏华基金 | | 孟昊、胡颖、张华恩、谢添元、刘偲圣 | | | 国信证券 张峻豪 | | | | 时间 | 年 月 日 2025 5 22 | | | | 地点 | 公司会议室 | | | | 上市公司接待 | 副总经理兼董事会秘书许恬 | | | | 人员姓名 | | | | | 投资者关系活动 | 一、介绍环节 | | 年一季 | | | | 公司副总经理兼董事会秘书许恬就公司 | 2024 年度及 2025 | | | 度经营情况做了介绍。 | | | | | 二、问答环节 | | | | 主要内容介绍 | | ...