答:尊敬的投资者您好！公司拟收购星鑫航天控制权，深化高 端材料尤其是航空航天、FPC耐高温材料布局。公司与星鑫航天在 客户资源、营销渠道等方面具有明显协同效应，若实现收购并加 以拓展，有望实现上游材料领域产业链延伸，打造公司第二增长 曲线。 证券代码：001208 证券简称：华菱线缆 湖南华菱线缆股份有限公司投资者关系活动记录表 编号：2025-003 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 □电话会议 □其他 参与单位名称及人员 姓名 线上参与华菱线缆2024年度网上业绩说明会的全体投资者 时间 2025年4月9日 15:00-17:00 地点 同花顺路演平台（http://board.10jqka.com.cn/rs/） 上市公司接待人员姓 名 董事长 张志钢 董事、总经理 熊硕 独立董事 杨平波 副总经理、财务总监兼董事会秘书 李牡丹 投资者关系活动主要 内容介绍 1、公司一季报业绩表现如何？ 答:尊敬的投资者您好！公司2025年第一季度归属于上市公司 股东的净利润预增长45%-70%，扣除非经常性损益后的净利润预增 长90%-120 ...

证券代码：001208 证券简称：华菱线缆 答：公司产品主要应用于航天航空及融合装备、冶金矿山、 轨道石化、电力新能源、工程装备等领域。2024年来看，冶金矿 山、轨交石化领域增幅较明显；今年一季度以来，航天航空及融 合装备、工程装备领域发展势头较好。 4、公司2025年一季度业绩预告已披露，请问一季度业绩增长 的原因是什么？一季度预增的情况是否会持续下去？ 湖南华菱线缆股份有限公司投资者关系活动记录表 编号：2025-002 | 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 ☑电话会议 | | | □其他 | | 参与单位名称及人员 姓名 | 国泰海通证券（于歆）、华鑫证券（何鹏程）、方正证券（唐 | | | 叶）、中金公司（郭威秀）、国联基金（焦阳）、华安证券（李 | | | 元晨）、财信证券（杨甫）、中国银河证券（王思宬）、浙商自 | | | 营（王鹏）、西部证券（杨敬梅、温晓）、和谐汇一（孙纯 | | | 鹏）、华金证券（周涛）、方正机械（赵璐）、财通电新（沈 | | | ...

报喜鸟控股股份有限公司投资者关系活动记录表 编号：20250408 | | | √ 特定对象调研 □ 分析师会议 | | --- | --- | --- | | 投 资 | 者 | □ 媒体采访 □ 业绩说明会 | | 关系活动 | | □ 新闻发布会 □ 路演活动 | | 类别 | | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | | 中欧基金、富国基金、华安基金、海富通基金、鹏扬基金、嘉实基金、 太平洋资产、泉果基金、华西证券、申万宏源证券、广发证券、银河 | | 参与单位 | | 基金、光大保德信基金、兴全基金、国海富兰克林基金、华泰保兴基 | | 名称及人 | | 金、汇安基金、华能贵诚信托、太平基金、华宝基金、国联安基金、 | | 员姓名 | | 申万菱信基金、长城基金、东方红、永赢基金、国泰基金、交银施罗 | | | | 德基金、中金证券、农银汇理基金、恒越基金、浙商证券 | | 时间 | | 2025 年 4 月 7 日 14:00-16:30 | | | | 年 月 日 2025 4 8 09:30-11:30 | | 地点 | | 上海长宁区临虹路报喜鸟大楼 ...

证券代码：836270 证券简称：天铭科技 公告编号：2025-036 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 杭州天铭科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 □路演活动 √其他 （机构投资者线上交流会议） 二、 投资者关系活动情况 活动时间：2025 年 4 月 7 日 活动地点：线上交流会 参会单位及人员：华源证券、汇添富基金、广发基金、中信建投基金、博远 基金、中再资产、红塔证券、万和证券、联储证券、浙商证券、鹏山资产、上海 富善投资、中天汇富基金、鸿运私募基金、北京指南创业投资、江苏苏豪投资 上市公司接待人员：董事会秘书陈秋梅女士 三、 投资者关系活动主要内容 问题一：2024 年度公司利润和业绩表现情况如何？主要产品电动绞盘占境 内收入的多少？ 回答：公司 2024 年度整体经营情况良好，归属于上市公司股东的净利润较 上年同期增长 7.39%，归属于上市公司股东的扣除非经常性损益 ...

Group 1: Investor Relations Activities - The company conducted an online meeting with various institutional investors on April 8, 2025 [3] - Attendees included representatives from multiple securities firms and asset management companies [3] Group 2: 2024 Revenue Performance - Total revenue for 2024 reached CNY 450.55 million, a year-on-year increase of 20.71% [4] - The compound annual growth rate (CAGR) over the past three years is 15.35% [4] - Revenue from the nuclear energy sector exceeded CNY 200 million, growing by 104.86% [4] - Environmental sector revenue was CNY 64.11 million, up 30.41% [4] - Oil and chemical sector revenue reached CNY 65.03 million, increasing by 61.46% [4] - Power sector revenue was CNY 52.63 million, a rise of 136.25% [4] - New energy sector revenue was CNY 51.52 million, showing no growth [4] Group 3: Nuclear Energy Business Development - The nuclear energy sector is a key focus for 2025, with plans for steady growth [7] - The company aims to enhance product innovation and expand its product range [7] - New customer acquisition included significant clients like Shanghai Jiao Tong University and China Nuclear Energy Technology Co., with several orders exceeding CNY 10 million [6] Group 4: Profit Margin Analysis - Overall gross margin for 2024 was 19.59%, down from 21.95% in 2023, a decline of 2.36 percentage points [8] - The gross margin for high-end equipment manufacturing was 23.17%, an increase of 1.91 percentage points [8] - The installation engineering sector's gross margin fell to 7.51%, a decrease of 17.80 percentage points due to increased costs from specific projects [8] Group 5: Production Capacity and Market Strategy - The new production base has a capacity of approximately 8,000 tons, focusing on nuclear energy and new energy sectors [9] - Orders signed in 2024 grew by 26.06%, supporting the release of new capacity [9] - The company plans to enhance its marketing team and continue product innovation to attract high-quality clients [9] Group 6: Industry Outlook - The high-end equipment manufacturing sector is a crucial part of the national economy and is expected to see sustained demand due to policies promoting clean energy and carbon neutrality [11] - The market potential for high-end process equipment is anticipated to grow continuously [11]

Group 1: Impact of U.S. Tariffs - The company's direct export revenue to the U.S. is less than 5%, with primary exports to Southeast Asia, thus minimizing tariff impact [3] - The PCB industry is mainly concentrated in Asia, and the company does not foresee significant capacity expansion in the U.S. due to high difficulty [3] - The demand for AI-driven servers and high-speed network infrastructure is expected to grow, presenting opportunities for the industry [3] Group 2: Strategic Planning and Market Position - The company plans to maintain its existing strategies unless extreme circumstances arise, indicating confidence in long-term demand in specific application areas [3][4] - The company emphasizes a balanced customer base and sustainable long-term interests over short-term gains, focusing on high-value sectors [6] - The company is investing in key processes and bottleneck processes to improve capacity by the second half of 2025 [3] Group 3: Technological Development - The introduction of CPO will require significant adaptation across the supply chain, impacting PCB product specifications [5] - The company has a long-term focus on technological innovation and resource investment in high-density integration and high-speed signal transmission [6] Group 4: Investor Relations and Market Perception - Recent investor activities indicate a mixed perception, with significant net buying and selling among institutional investors [7][8] - The company expresses a desire for more direct communication with investors to understand their perspectives better [8]

Group 1: Financial Performance - The company achieved a revenue of 79,708.72 million yuan in 2024, a decrease of 6.44% compared to the previous year [11] - The net profit attributable to shareholders was 4,000.01 million yuan, down 44.91% year-on-year [11] - The integrated circuit business revenue fell by 16.58%, while the Beidou navigation business grew by 18.77% [11] Group 2: Strategic Responses - The company plans to implement cost reduction and efficiency enhancement measures, focusing on supply chain management and product innovation to improve market competitiveness [2] - Emphasis will be placed on AI technology integration and the development of intelligent products to drive high-quality growth [4] - The company aims to strengthen relationships with existing key clients while expanding into new markets to increase market share [2] Group 3: Governance and Risk Management - The board of directors will enhance governance responsibilities and decision-making authority to mitigate risks and ensure stable operations amid shareholder conflicts [6] - The company will adhere to relevant laws and regulations to maintain operational independence and protect shareholder interests [6] - A focus on improving cash flow management and reducing inventory levels will be prioritized to optimize financial stability [15][13] Group 4: Future Outlook and Innovation - The company is committed to increasing R&D investment and establishing an innovation park to support long-term growth [8] - Plans to leverage technical advantages in the Beidou navigation sector, targeting new application scenarios to reverse performance declines by 2025 [12] - The company will continue to explore refinancing options to support capital-intensive projects and ensure sustainable development [8]

深圳市康冠科技股份有限公司 2024年度网上业绩说明会投资者关系活动记录表 编号：2025-002 | | □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 | | 参与单位名称及 | 通过全景网"投资者关系互动平台"（https://ir.p5w.net）参加公司 2024 | | 人员姓名 | 年度网上业绩说明会的投资者 | | 时间 | 2025年4月9日15:00-16:00 | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | 上市公司接待 | | | | 董事长：凌斌 董事兼总经理：李宇彬 | | | 董事兼财务总监：廖科华 | | 人员姓名 | 副总经理兼董事会秘书：孙建华 | | | 独立董事：黄绍彬 | | | 公司于 年 月 日（星期三）15 点至 点在全景网举行 2025 4 9 16 2024 | | | 年度网上业绩说明会,本次业绩说明会采用线上回答问题的方式举行。主要 | | | 内容如下： | ...

证券代码：300227 证券简称：光韵达 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 编号：DY2025-001 | | □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 | | | □其他电话会议 | | 参与单位名称及 | 参与公司 2024 年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025 年 4 月 9 日 15:00-17:00 | | 地点 | 全景⽹"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 董事长：程飞先生 总裁：曾三林先生 | | | 财务总监：凌志云先生 | | 员姓名 | 董事会秘书：张洪宇先生 | | | 独立董事：邵世凤先生 | | | 公司于 2025 年 4 月 9 日 15:00-17:00 在全景网"全景•路演" | | | （http://ir.p5w.net）举行 2024 年度网上业绩说明会。本次业绩说明会 | | | 采用网络远程的方式举行。问答环节主要内 ...