| --- | --- | --- | --- | --- | |-------|--------------------------------------|--------|----------|--------------------------| | | 序号 机构名称 姓名 参会方式 调研时间 | | | | | 1 | 安中投资 | 宋洋 | 线上调研 | 2024 年 12 月 6 日 | | 2 | 保银资管 | 石伟燊 | 线上调研 | 2024 年 12 月 6 日 | | 3 | 北京诚盛投资 | 魏琦 | 线上调研 | 2024 年 12 月 6 日 | | 4 | 北京沣沛投资 | 李爽 | 线上调研 | 2024 年 12 月 6 日 | | 5 | 北京沣沛投资 | 孙思维 | 线上调研 | 2024 年 12 月 6 日 | | 6 | 北京炼金聚信投资 | 王登辉 | 线上调研 | 2024 年 12 月 6 日 | | 7 | 北京神农投资 | 赵晚嘉 | 线上调研 | 2024 年 12 月 6 日 | | 8 | 北京橡果资管 | 魏鑫 | 线上调研 | 2024 年 ...

证券代码：000625、200625 证券简称：长安汽车、长安 B 重庆长安汽车股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------------------|----------------------------------|------------------------------------------------------| | | | | | 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） | | | 参 与 单 位 名 称 及人员姓名 | 国联证券、新华资产 | | | 时间 | 2024 年 12 月 06 日 | | | 地点 | 公司会议室 | | | 上 市 公 司 接 待 人员姓名 | | 证券事务代表——揭中华；阿维塔科技——马欣捷 | | | | 一、请问阿维塔近期在海外市场有何进展？ | | | 答： 2024 ...

证券代码： 002127 证券简称：南极电商 南极电商股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|--------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | √ 特定对象调研 \n□ 媒体采访 □ \n□ 新闻发布会 \n√ 现场参观 | □ 分析师会议 \n 业绩说明会 \n □ 路演活动 | | 参与单位名称及 人员姓名 | □ 其他 | （请文字说明其他活动内容） 招商证券、天风证券、东北证券、中天证券、 ...

投资者关系活动记录表 编号：2024-059-061 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------|------------------------------------|------------------------------------------------------| | 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 | 国联证券 | 张玮航、赵嘉卉 | | 人员姓名 | 天弘基金 | 于洋 | | 时间 | 2024 年 12 月 6 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员 | 董事会秘书董旭海、董事会办公室人员 | | | | 投资者：芳纶的竞争格局怎么看？ | | | | | 答：从我们开始做芳纶就一直有陪伴者，现在整体来看对位 | | | | ...

编号：2024-42 证券代码：000598 证券简称：兴蓉环境 成都市兴蓉环境股份有限公司 2024 年 12 月 6 日投资者关系活动记录表 | --- | --- | --- | |-----------------------|------------------------------|----------------------------------------------------------------| | | | | | 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 | 长江证券 徐科、李博文 | | | 人员姓名 | 国金证券 戚元昊 | | | | 果实资本 吴浩 | | | | 国金基金 范亮 | | | 时间 | 2024 年 12 月 6 日 | | | 地点 | 成都市兴蓉环境股份有限公司 | | | 上市公司接待人 员姓名 | 刘杰、梁一谷 | | | | 问题 1 | ：请介绍公司运 ...

证券代码：301156 证券简称：美农生物 上海美农生物科技股份有限公司 投资者关系活动记录表 编号：2024-09 | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------|------------|-------|-------|-------|-------|-------| | | | | | | | | | | | 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 | 电话会议 | | | | | | | | 其他（请文字说明其他活动内容） | | | | | | | | 参与单位名称及 | 华创证券-吴宇等 | | | | | | | | 人员姓名 | | | | | | | | | 时间 ...

苏州天脉导热科技股份有限公司 投资者关系活动记录表 编号：2024-006 | --- | --- | --- | |-------------------------|-----------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------| | | | | | | ☑ 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） | | | 形式 | ☑ 现场 □网上 | □电话会议 | | | 国寿资产：张凌炜、王礼彬、罗悦、陈美至 | | | 参与单位名称及人员姓 名 | 国寿养老：张欣露、郑仁涛 华创证券：姚德昌、刘亚东、顾翎蓝 | | | | （排名不分先后） | | | | | ...

Company Overview - Century Huatong Group Co., Ltd. held an investor relations event on December 5, 2024, in Beijing [3] - The event was attended by various investment firms, including Tianfeng Securities, QuanGuo Fund, and Everbright Yongming [3] - The company's subsidiary, DianDian Interactive, was the main focus of the event [3] DianDian Interactive's Business and Strategy - DianDian Interactive joined Century Huatong in 2018 and has since established a self-developed and publishing system [3] - The company focuses on three main game categories: SLG, casual, and card games [3] - DianDian Interactive has a team of approximately 1,500 people, primarily focusing on SLG and casual games [3] - The company aims to incubate more products and achieve breakthroughs in both domestic and international markets [3] Game Performance and Future Outlook - The game "Endless Winter" has been performing exceptionally well, with its revenue continuously hitting new highs [4] - DianDian Interactive aims to make "Endless Winter" a product with a lifecycle of over 10 years [4] - The company's casual game "Family Farm" series has been operating for over 14 years and continues to show year-on-year growth [4] - "Whiteout Survival" has been online for two years, while the domestic version of "Endless Winter" has been online for less than a year, with rapid growth in domestic revenue [4] Industry Trends and Competitive Landscape - The SLG category is showing a trend towards casualization, with casual games having a higher revenue ceiling [4] - The market is becoming more challenging for user acquisition, leading to a focus on lighter packaging and user re-screening [4] - DianDian Interactive has been successful in the SLG category due to its willingness to experiment and continuously explore its boundaries [6] - The company believes that the combination of light gameplay and heavy monetization is a trend in mid-to-heavy game development [4] Product Development and Innovation - DianDian Interactive has been continuously testing and refining its game themes, with the ice survival theme being a result of extensive data testing [7] - The company is exploring new game types, such as 3D SLG on mini-program platforms, which has been a new experience for domestic users [7] - DianDian Interactive is also experimenting with AI in various aspects of game development, including localization, customer service, and code integration [8] Market Expansion and User Demographics - DianDian Interactive's business network covers multiple regions, including the US, Europe, the Middle East, and Southeast Asia [8] - The company aims to increase penetration in different countries [8] - The user demographics for "Endless Winter" are similar both domestically and internationally, with a focus on mid-tier users and higher DAU [8] Operational Strategies and Challenges - DianDian Interactive adopts a "small steps, fast iteration" approach to product development, which has contributed to its success [8] - The company is cautious about the domestic market, as not all successful overseas products perform well in China [8] - The integration of different teams, such as SLG and casual game teams, is challenging due to differing perspectives [8] Future Plans and Expectations - DianDian Interactive plans to launch a new game overseas next month [8] - The company is considering expanding into new countries and increasing its presence in existing markets [8] - DianDian Interactive is also exploring the potential of mini-program platforms and the use of AI to enhance game development efficiency [8]

Financial Performance - Q3 2024 net profit reached 363 million yuan, a year-on-year increase of 3.48% [3] - Sales gross margin was 27.95% [3] - Net profit margin is around 3% [4] Cost Control and Efficiency - Plans to reduce costs through digital manufacturing solutions and supply chain optimization [3] - Focus on optimizing cost structure and strengthening expense control to improve operational efficiency [4] Market Strategy and Growth - LED manufacturing and brand channels are industry-leading, maintaining competitiveness through technology and brand synergy [3] - Expanding into new markets such as overseas photovoltaic energy storage and aviation lighting [3] - Focus on maintaining core business stability while expanding new business segments [4] Technological Development - Developing new LED packaging manufacturing processes and collaborating with research institutes for LED full spectrum, human-centric lighting, and aviation lighting technologies [3] Capital and Asset Management - Monitoring market environment and policy direction for capital operations [4] - Existing production capacity remains at a high level [4] - Conducting year-end goodwill impairment tests in accordance with relevant standards [4] Overseas Business and Shareholder Returns - Optimizing management structure and incentive measures to enhance supply chain and market channel synergy [5] - Implementing new products and business models to improve overseas brand profitability [5] - Announced a three-year dividend or share repurchase plan to actively return value to investors [5]

证券代码：000061 证券简称：农产品 编号：2024-006 深圳市农产品集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...