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 | ...

Group 1: Company Overview and Market Expansion - The company's overseas market expansion has seen an increase in product export ratio from 28.54% in 2024 to 38.6% in the first half of 2025, indicating a consistent upward trend in international sales [2] - The primary overseas markets include Europe, North America, South America, and India [3] Group 2: Product Development and Production - The joint venture with Huahai Pharmaceutical focuses on high-end steroid raw materials, with a total of 13 high-end steroid raw material products planned, and two production workshops have entered trial production [3][4] - The company aims to enhance production efficiency and product quality by applying synthetic biology and other technologies [5] Group 3: Market Applications and Trends - Steroid drugs are categorized into sex hormones, progestogens, corticosteroids, and others, with applications in hormone replacement therapy, immune response treatment, and chronic disease management [4] - The restructuring of the global pharmaceutical supply chain presents new opportunities, particularly in reproductive health and chronic disease management for the aging population [5] Group 4: Competitive Strategy - The company emphasizes full supply chain collaboration as a core competitive advantage, focusing on optimizing raw material sourcing, intermediate production, and raw material drug development [5] - Plans to extend into high-value areas such as high-end intermediates and specialty raw materials are underway, supported by a complete industrial chain from steroid drug raw materials to intermediates and APIs [5]

Group 1: Company Overview and Production Capacity - The company has two production bases located in Kunming and Fangchenggang, with a total designed capacity for various phosphate products [2][3] - Kunming base's designed capacities include: 100,000 tons/year of dicalcium phosphate, 150,000 tons/year of calcium hydrogen phosphate, 150,000 tons/year of calcium phosphate type III, 150,000 tons/year of heavy (rich) calcium, and 10,000 tons/year of sodium fluorosilicate [2] - Fangchenggang base's designed capacities include: 140,000 tons/year of heavy (rich) calcium, 150,000 tons/year of industrial wet-process phosphoric acid (after technical transformation), and 15,000 tons/year of sodium fluorosilicate [2] Group 2: Financial Performance and Forecast - The company reported a year-on-year performance increase for the first three quarters of 2025, attributed to strong market demand and flexible production adjustments [3] - The company plans to gradually increase the dividend payout ratio, responding to actual performance and national policy [3] - The projected annual revenue from the Egypt project upon reaching full capacity is expected to exceed 2 billion yuan, with a net profit exceeding 300 million yuan and an internal rate of return of 22.30% [4] Group 3: Future Projects and Investments - The Egypt project has a construction scale of 800,000 tons of sulfuric acid production, 300,000 tons of industrial wet-process crude phosphoric acid, and other products, with a total investment of 1.933861 billion yuan [4] - The construction period for the Egypt project is estimated to be 3 years, with an expected production start date in July 2028 [4] - The strategic significance of the Egypt project includes establishing an overseas processing center, optimizing cost structure, and enhancing market competitiveness and profitability [4] Group 4: Resource Security Measures - The Kunming base sources phosphate mainly from surrounding areas, utilizing low-grade phosphate ore to produce high-quality phosphate concentrate, which offers a price advantage [4] - The Fangchenggang base sources phosphate from overseas and northern China, leveraging port advantages for optimal procurement based on domestic and international price fluctuations [4]

Group 1: Semiconductor Substrate Materials - The company has established a leading position in silicon carbide (SiC) substrate materials, with capabilities in 8-inch and 12-inch SiC crystal growth technology [2] - The first 12-inch SiC substrate processing pilot line was launched on September 26, 2025, marking a significant advancement in the company's production capabilities [2][3] - The company is actively expanding its SiC substrate production capacity, with a project in Shangyu aiming for an annual output of 300,000 pieces and another in Malaysia for 8-inch SiC substrates [4] Group 2: Semiconductor Equipment and Technology - The company has achieved domestic production of semiconductor equipment for 8-12 inch silicon wafers and is extending its reach into chip manufacturing and advanced packaging [5] - In the compound semiconductor equipment sector, the company focuses on third-generation semiconductor SiC equipment, successfully overcoming several core technology challenges [5] - As of June 30, 2025, the company has unfulfilled contracts for integrated circuit and compound semiconductor equipment exceeding 3.7 billion yuan (including tax) [6]

Company Overview - Shenzhen Changcheng Development Technology Co., Ltd. is a leading global professional electronic manufacturing company, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry by MMI [1] - The company focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [1] - The development strategy is centered around three main businesses: storage semiconductors, high-end manufacturing, and intelligent metering terminals [1] Hard Disk Substrate Production - The cumulative shipment of hard disk substrates has exceeded 2.5 billion pieces, attributed to persistent technological R&D breakthroughs [2] - The hard disk capacity has increased from less than 1TB to 36TB, with applications expanding to high-end scenarios such as big data servers and cloud computing centers [2] - The company is integrating AI technology with full-process automation to enhance production efficiency and product consistency [2] Semiconductor Packaging and Testing - The company is a leader in high-end storage chip packaging and testing in China, with a skilled R&D and engineering team [2] - It possesses advanced multi-layer stacking packaging capabilities and software development for testing [2] - The company closely monitors industry trends and cutting-edge technology developments [2] Market Impact and Capacity - The impact of storage product price increases on the company is limited, as it charges processing fees in the packaging and testing stages [2] - The capacity for storage semiconductor packaging and testing is progressing smoothly, with utilization meeting order demands [2] - The company plans to expand capacity in response to future customer demand growth [2] Information Disclosure Compliance - The company adheres to the Information Disclosure Management System, ensuring that information is disclosed truthfully, accurately, completely, timely, and fairly [3] - There have been no incidents of undisclosed significant information leakage, and the company has signed a commitment letter as required by the Shenzhen Stock Exchange [3]

Q3、公司调光导电膜主要采用哪种技术路线，优点缺点如何？ 答：目前市场主流的调光膜技术分为 PDLC（聚合物分散液晶）、 SPD（悬浮粒子）、LC（染料液晶）和 EC（电致变色）四种。公 司开发的调光导电膜系列产品覆盖了前述的这四种主流技术，目 前在售的产品以 EC 为主，应用于汽车天幕、侧窗、后视镜等场景。 优缺点来看，EC 电致变色路线优点在于低电压，耗电少，断电情 况下仍然能保持原色，变色倍率、雾度性能都较优，缺点在于变 色速度相较于其他路线慢。PDCL 以及 PDCLC 路线的优点在于变色 快，但是雾度偏高，从公司导电材料的角度看，对方阻要求不高， 技术壁垒相对较低。SPD 最主要是工作电压高，耗电且雾度也偏 高。 证券代码：003015 证券简称：日久光电 江苏日久光电股份有限公司投资者关系活动记录表 编号：2025-009 | ☑ | 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 | | 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） | | 活动参与人员 | 宁银理财 高晗 ...

Group 1: Financing and Growth - The company focuses on balancing dividends and internal capital growth to ensure a solid capital foundation for sustainable business development [2] - Internal capital is expected to create greater value for the company's development, with a commitment to enhancing performance and maintaining steady internal capital growth for shareholder returns [2] Group 2: Loan Growth and Support - The company has been actively supporting key sectors such as small and micro enterprises, manufacturing, and consumer services, leading to steady loan growth [2] - Future loan growth is anticipated to be supported by ongoing policy benefits aimed at expanding domestic demand and promoting consumption [2] Group 3: Asset Quality Management - The company acknowledges new challenges in asset quality management due to economic fluctuations and external conditions [2] - A focus on risk management through a specialized service system and strict credit policies is in place to maintain asset quality at a competitive level within the industry [2] Group 4: Compliance and Communication - The company ensured that all communications during the investor relations activity adhered to disclosure regulations, with no significant undisclosed information leaked [2]

证券代码：002972 证券简称：科安达 深圳科安达电子科技股份有限公司 公司根据境外业务发展需要做了境外产品实用性研究，近几年 核心产品先后获得欧盟和匈牙利认证，其中计轴系统通过欧盟NOB0 认证，匈牙利 DEB0 认证，防雷产品获得欧盟的 CE 认证，道岔融 雪产品获得匈牙利 MAV许可认证，研发上取得了新突破，为公司新 质生产力发展特色夯实了基础。 2. 问：根据企业2025年中报，企业的营业收入中有包含海外业务 部分吗？占比为多少？海外子公司有哪些？海外收入何时体现？ 答：公司海外匈塞项目正在建设进展中，因铁路建设周期长，行 业特殊，确认收入根据工程周期验收决定，2025中报的海外收入占 比不多。 科安达已在香港、德国和匈牙利成立海外公司，目前德国公司的 团队建设已经初步完备，其中研发和生产有10多位核心技术人员已 加入团队，在德国公司已有自己的研发团队和生产线。海外市场根 据匈塞铁路的建设交付进度，预期良好。 3. 问：科安达未来收并购的方向是以国内的增长为目标还是为国 外市场做储备？ 答：国内和国外市场，公司在战略发展上都有在关注和考察， 至于收并购的宗旨还是以质量为主，我们对于收购标的还是比较客 ...

Industry Overview - The global welding and cutting equipment market is dominated by manufacturers from developed countries, accounting for over 50% of the market share, with the largest three manufacturers being Lincoln, Miller, and ESAB [2][3] - The domestic welding industry has many players with low concentration, leading to increased competition and potential market consolidation as weaker companies are phased out [3] Company Positioning - The company has a strong competitive position in the domestic welding equipment industry, backed by significant technical expertise and industry experience [3] - The company aims to continuously develop new technologies and products with independent intellectual property rights to drive growth [3] Future Trends - The welding equipment industry is trending towards digital control, intelligent process control, network integration, and automation [4] Competitive Advantages - **Innovation Advantage**: The company has a strong track record of innovation, having developed the first domestic inverter welding machine and holding over 200 national patents [5][10] - **Brand and Channel Advantage**: The company has established a robust distribution network with nearly 400 primary dealers and over 2000 secondary dealers in China, and over 100 dealers in more than 60 countries globally [6][14] - **Quality and Cost-Effectiveness**: The company’s products are known for high reliability, low failure rates, and competitive pricing, providing a strong value proposition [6] Sales and Marketing Strategy - The company employs a dealer sales model, with a focus on digital marketing and online sales through platforms like Douyin and Kuaishou [7] - The company actively participates in industry exhibitions and holds dealer communication meetings to enhance market presence [7] Digital and Automation Development - The company has been developing digital welding machines for many years and has established a digital welding laboratory in collaboration with a national key laboratory [8] - The company offers a range of automated welding products, including welding robots and large-scale automated production lines [9] Product Applications - The company’s products are widely used in various industries, including new energy vehicles, marine engineering, military, aerospace, and construction [13] International Sales - Approximately one-third of the company’s inverter welding products are sold overseas, with significant markets in Southeast Asia, Australia, and the Middle East [14] Future Development Plans - The company is constructing an intelligent manufacturing industrial park to enhance production capabilities and competitiveness [15] - The company is exploring strategic partnerships and acquisition opportunities in related fields to expand its industry scale [17] Shareholder Returns - The company has a stable profit distribution policy and has outlined a shareholder return plan for 2024-2026 [18]