Group 1: Shareholding and Control - After the completion of the share reduction, the controlling shareholder's stake remains above 35%, ensuring stable control [2] - The share reduction was executed as planned, primarily due to personal financial needs [2] Group 2: Research and Development - The company is actively monitoring industry trends and potential opportunities in the semiconductor materials sector, planning to enhance R&D and production capacity in cutting-edge areas [2] - The company aims to continuously strengthen its main business and increase R&D efforts to optimize product structure and improve profitability [3] Group 3: Market Expansion and Product Strategy - The company has made significant progress in expanding into downstream markets such as automotive electronics and industrial control, with plans to further optimize product structure and increase the proportion of high-margin products [3] - The company is committed to advancing the domestic production of semiconductor single crystal silicon materials, aligning with national policies to enhance competitiveness [3] Group 4: Employee Incentives - The company holds some shares in a repurchase account, which may be used for employee incentives to boost team cohesion and innovation [3]

编号：2025-007 | 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（请文字说明其他活动内容） | | 参与单位名称及 | 华西证券、华创证券、招商证券、第一创业证券、国富人寿、乐世资本、旭辉 | | 人员姓名 | 资本、中兵财富、高毅资产共 人 12 | | 时间 | 2025 年 10 月 14 日 | | 地点 | 成都市双流区西航港大道中四段 号 909 | | 上市公司接待人 | 董事、董事会秘书、副总经理：刘兰 | | 员姓名 | 财务负责人：蒋景奇 | | | 互动交流 | | | 1、公司电磁制动器目前最大的客户是谁？谐波前两大客户是谁？ | | | 回复：公司电磁制动器目前最大的客户是汇川技术；谐波减速机前两大客 | | | 户是中科新松和钛虎机器人。 | | | 2、公司谐波减速机的轴承当前是自制的还是外购的？ | | 投资者关系活动 | 回复：公司谐波减速机的轴承当前是外购的。 | | | 3、公司还会加大谐波减速机的设备投入吗？ | | ...

Group 1: Financial Performance - The company's net profit attributable to shareholders significantly increased in the first half of 2025, driven by improved profitability in energy-related and logistics-related businesses [3][4]. - The gross margin for the offshore engineering segment rose by 5.84 percentage points to 10.88%, while the energy chemical segment's gross margin increased by 1.91 percentage points to 15.12% [3]. - Despite a slight decline in revenue compared to the previous year, the overall profitability and net profit saw substantial growth [3]. Group 2: Order and Revenue Outlook - The offshore engineering segment's order intake decreased compared to the previous year due to delays, but the focus remains on high-quality orders, particularly FPSO projects [4]. - As of June 2025, the offshore engineering segment had a backlog of approximately $5.55 billion, with production scheduled through 2027/2028, indicating strong revenue and profit growth potential [4]. - The company anticipates a stable and clear medium to long-term market demand for FPSO and FLNG contracts, with an expected average of 10 new FPSO contracts awarded annually from 2025 to 2029 [6]. Group 3: Container Industry Trends - The container supply chain index remains in a healthy range, supported by global trade resilience and domestic market dynamics [6]. - Long-term demand for container manufacturing is expected to rise, potentially exceeding the recent annual demand of around 4 million TEUs, driven by global population growth and increased wealth [6]. - The global container fleet of over 50 million TEUs will lead to an annual potential renewal demand of 200,000 to 300,000 TEUs, further supporting steady growth in the container industry [6]. Group 4: Investor Relations and Market Confidence - The company's stock repurchase program has positively impacted investor confidence, with ongoing efforts to enhance shareholder returns through effective market communication and value transmission [7]. - The company is committed to maintaining high-quality growth and exploring various market-driven strategies to enhance its market value management [7]. - The A-share and H-share price discrepancies have been narrowing, reflecting the market's increasing recognition of the company's value [7].

Group 1: Company Overview - Wuxi Dike Electronic Materials Co., Ltd. focuses on storage chip packaging and testing services, with major clients including subsidiaries of Yimeng Holdings and Chengdu Electric Science and Technology [2] - The packaging capacity of Jiangsu Jinkai is approximately 3KK/month, with testing capacity at about 2.5KK/month, planning to expand to 4KK/month [2] Group 2: Competitive Advantages - Post-acquisition, the company will be one of the few in the industry with an integrated layout covering DRAM chip application development, wafer testing, and storage packaging, providing a significant competitive edge [2] - Jiangsu Jinkai's gross margin for DRAM chip packaging is between 20%-30%, while the testing business has a gross margin of around 50%, slightly higher than industry peers [3] Group 3: Future Revenue Projections - The storage business is expected to maintain good growth due to a favorable market outlook and rising prices, with Yimeng Holdings leveraging integrated cost and quality advantages to expand into the consumer electronics market [3] - The company aims to enhance collaboration with mainstream SOC chip design firms to mutually empower and expand market presence, while also accelerating the production of AI-related products [3]

浙江中胤时尚股份有限公司 投资者关系活动记录表 证券代码：300901 证券简称：中胤时尚 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 | | | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | | 上海证券有限责任公司；百瑞坤投资管理（北京）有限公司；北京骏 | | 参与单位名称及人员姓名 | 远资产管理有限公司；杭州顺洋投资管理有限公司；上海宸沣资产管 | | | 理有限公司；国泰海通证券股份有限公司 | | 时间 | 2025年10月15日 11:00-13:00 | | 地点 | 浙江省温州市鹿城区丰叶路180号 | | 上市公司接待人员姓名 | 董事长兼总经理 倪秀华 | | | 董事、财务总监、董事会秘书 潘威敏 | | | Q1.2025 年上半年公司营收和利润同比下滑，公司如何看待未来 | | | 估值与盈利修复？ | | 投资者关系活动主要内容 | 答:尊敬的投资者，您好。2025 年上半年，公司实现营业收入约 | | ...

问：产品计价系数？ 每批次产品的计价系数取决于该批次产品的水分、金属含量， 计价系数不固定，大概在 90%-95%之间。 盛达金属资源股份有限公司投资者关系活动记录表 编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他 长江证券（叶如祯）、方正证券（熊宇航）、国盛证券（张航、王 | | | 瀚晨）、国泰君安证券（兰洋）、华泰证券（马晓晨）、民生证券 | | | （王作燊）、浙商证券（沈家悦）、创金合信基金（黄超）、海富 | | 活动参与人员 | 通基金（蒋旭杰）、鹏华基金（曾欣）、平安基金（陈默、王华）、 | | | 中汇（北京）私募基金（忻盛溢）、东方证券资管（杨帅）、工银 | | | 安盛资管（赵博容）、深圳华安合鑫资管（张琪）、太平资管（邵 | | | 一真）、海港人寿保险（康子冉）（不同机构类别按拼音排序） | | 时间 | 年 月 日 2025 10 15 | | 地点 | 四川鸿林矿业有限公司 | | 形式 | 现场参观 ...

西子清洁能源装备制造股份有限公司投资者关系活 动记录表 （2025-10-15） 目前公司主要包括四部分业务：余热锅炉、清洁环保能源装备、解决方案、 备件及服务业务。余热锅炉主要包括燃机余热锅炉、干熄焦余热锅炉、烧结机 余热锅炉、水泥窑余热锅炉、电站锅炉及电站辅机等产品，客户群体包括五大 电力、钢铁、建材、水泥等高耗能行业企业。清洁环保能源装备主要包括垃圾 焚烧锅炉、生物质锅炉、废水废气废物（包括污泥）锅炉、熔盐吸热器、换热 器、储罐及核电设备等，主要用于垃圾废物处理厂、石化厂、核电站和光热项 目等新能源领域。解决方案主要包括但不限于以熔盐储能、导热油换热器、石 化化工换热器、海水淡化装置、气化炉（容器、热交换器）等其他换热器及压 力容器为核心设备等综合解决方案项目。备件主要包括过热器、省煤器等部件， 服务包括技术服务、项目改造工程、维修维保等业务。 2、公司未来主要增量市场方向？ （1）新能源及储能市场，主要是依托熔盐储能核心技术，拓展其在光热发 电、用户侧储能、火电灵活性改造、零碳园区等更多能源利用场景开展应用， 如用户侧储能模式未来将是国内工业客户解决蒸汽需求的一种重要解决方案， 熔盐储热技术凭借储能容 ...

Group 1: Automotive Business Overview - The company specializes in high-strength precision fasteners and custom connectors, primarily used in automotive engine turbocharging systems, transmission control systems, exhaust systems, and interior/exterior components [2] - In the electric vehicle sector, products are applied in battery trays, chassis, body, electronic inverters, and battery swapping systems [2] - The estimated value of fasteners per mid-range passenger vehicle is around ¥2,000, with the company's small-sized fasteners valued at approximately ¥800 per vehicle [3] Group 2: Robotics and Advanced Materials - The company is actively developing humanoid robot components, having received small batch orders and prototypes from various clients, although large-scale orders are not yet realized [2][3] - PEEK material products are currently provided for automotive fasteners but not yet for humanoid robots, as the precision required for robotic fasteners is higher [3] Group 3: Competitive Advantages in Automotive Parts - Key advantages in maintaining market share include: 1. High-quality customer resources 2. Extensive technical expertise in providing design solutions 3. Strong quality control capabilities 4. Stable and sufficient production capacity 5. Enhanced customer service 6. Combination of metal and plastic components to meet automotive lightweight requirements [3] Group 4: Commercial Aerospace Business - The company has completed production line construction for commercial rocket body components in 2024, with clients including leading private rocket companies [4] - The current order situation in the commercial aerospace sector is robust, with successful batch deliveries of rocket body components [4] - The production capacity for commercial aerospace is set at 10 rockets per year, with high utilization rates [4] - Advantages in this sector include a specialized team with extensive experience and the financial capability to invest in equipment and production line development [4]

编号：2025-008 | | □分析师会议 ☑特定对象调研 | | --- | --- | | | □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（ 电话会议） | | 参与单位名称及 | 国海证券：林昕宇 | | 人员姓名 | 博时基金：钟天皓 | | 时间 | 2025年10月15日上午10:30-12:00 | | 地点 | 公司二楼会议室 | | 上市公司接待人员姓名 | 董事会秘书：聂琴 | | | 证券事务代表：韩露露 | | | Q1：B端业务的进展情况如何？ | | | 答：公司正积极拓展多领域B端业务，目前进展良好，在多个 | | | 核心应用场景已实现阶段性突破。考虑到B端业务需要一定培育周 | | | 期，公司将聚焦打造标杆案例，通过树立行业示范标杆形成辐射 | | | 效应，加速市场拓展进程。 | | | Q2：宜家业务受关税影响大吗，未来增长预期如何？ | | | 答：公司宜家业务上半年实现近30%的同比增长，整体受关税 | | 投资者关系活动 主要内容介绍 | 影响有限。作为宜家"创新型"供应商，公司 ...

深圳市德明利技术股份有限公司 投资者关系活动记录表 编号：2025-009 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： 活动参与人 员 广发基金、汇添富基金、国泰基金、平安证券、华泰证券、浙商证券 时间 2025 年 10 月 15 日 地点 深圳市福田区新一代产业园 1 栋 24 楼公司办公室 上市公司接 待人员 褚伟晋、于海燕、彭震 形式 现场交流 交流内容及 具体问答记 录 1．请问公司目前存储价格变化如何，怎么看 HDD 产能缺口对 NAND 供应的影响，以及后续存储周期走势？ 答：目前存储市场价格整体呈上涨态势，行业供需关系持续改善。据 公开信息，HDD 领域受产能缺口及技术升级初期成本较高影响，平均售价 有所上升，成本优势相对削弱；而 NAND 依托 3D 堆栈技术演进、容量提升 及 QLC、PLC 芯片未来量产预期，成本下降具备结构性优势，叠加 AI 推理 驱动的高速存储需求增长，替代效应逐步显现。后续存储行业周期有望保 持向好趋势，公司将持续跟踪市场动态与技术趋势，严格按照信息披露规 则履行义务，积极应对行业变 ...