Group 1: R&D Investment and Strategy - The company plans to increase R&D investment focusing on key core technologies to enhance market competitiveness [2] - Emphasis on collaboration in "production, learning, research, and application" to advance core technology platforms in spectroscopy, chromatography, and sensors [2] - Targeted R&D resources towards environmental monitoring, including air quality, waste gas, water quality, and carbon monitoring product systems [2][3] Group 2: Product Line and Market Opportunities - The product line primarily focuses on environmental monitoring, smart transportation, and meteorological observation [3] - Plans to accelerate the development of integrated low-air meteorological stations and comprehensive solutions for adverse weather conditions [3] - The company aims to leverage national policies to capture new market opportunities, such as domestic substitution of high-end instruments and modern ecological monitoring systems [3] Group 3: International Expansion and Competitive Strategy - The company is looking to accelerate internationalization by expanding into Southeast Asia and Middle Eastern countries along the "Belt and Road" initiative [3] - The competitive advantage of domestic equipment is highlighted, particularly in terms of cost-effectiveness [3] Group 4: Policy Research and Decision-Making - The marketing center and R&D center collaborate to conduct research and analysis on industry policies, market dynamics, customer needs, and technological trends [3] - This collaboration ensures the company's decision-making is forward-looking and adaptable to changes in the policy environment [3] Group 5: Disclosure of Information - The activity did not involve the disclosure of any undisclosed significant information [3]

Financial Performance - The company's revenue increased by only 1.03% in the first half of the year, while the net profit attributable to shareholders grew by 24.61%, indicating a significant improvement in profitability relative to revenue [2][3] - The company completed two cash dividend distributions in 2024, totaling over 360 million CNY, which accounted for 61.42% of the annual net profit [6] Research and Development - The company has reduced R&D expenses this year due to the completion of several major national technology projects last year, focusing resources on key core R&D projects [4] - Ongoing projects include the automatic control system for flue gas in waste incineration power plants and low-temperature denitrification catalysts [4] Accounts Receivable Management - The company is actively managing accounts receivable, focusing on high-risk debts and utilizing information technology for efficient collection [5] - Accounts receivable primarily consist of online electricity fees and waste treatment fees, with a low probability of default due to the nature of the counterparties [5] Market and Shareholder Engagement - The company's stock price is influenced by macroeconomic conditions, market sentiment, and industry dynamics, despite a 24.61% increase in net profit in the first half of 2025 [6] - The company plans to continue cash dividends, with a proposed amount of approximately 186 million CNY for 2025 [6] Strategic Development - The company has undergone strategic restructuring during the 14th Five-Year Plan, establishing a business model of "one core, two wings, and three supports" [6] - Future strategies include consolidating existing business while exploring new opportunities in carbon capture and energy storage, adhering to a green and low-carbon development philosophy [6]

Group 1: Financial Performance - The company's gross profit margin for iron concentrate products increased by 8.16 percentage points compared to the same period last year [2] - The company produced 533.68 tons of copper concentrate and sold 467.00 tons in the first half of 2025 [2] Group 2: Cost Control Measures - The company implemented human resource reforms, small accounting unit management, and differentiated compensation systems to enhance operational efficiency [2] - The company has focused on transforming its business model, particularly in the railway logistics sector, to reduce regional logistics costs [2] Group 3: Dividend Policy - The company proposed a cash dividend of 0.50 yuan per share, totaling 29,767,011.50 yuan, based on a total share capital of 595,340,230 shares [3] - The company emphasizes a stable and continuous dividend mechanism to reward shareholders [2] Group 4: Exploration Activities - Ongoing exploration work is being conducted in the Dazhang area for iron ore [3]

证券代码：000551 证券简称：创元科技 创元科技股份有限公司 答:尊敬的投资者，您好！感谢您对公司的关心。公司控 股子公司江苏苏净围绕电子信息、大健康和新能源三大行业逐 步加大市场拓展力度，进一步推动了苏净产品、工程服务聚焦 高端行业和高端客户，工程服务聚焦高端行业和高端客户。江 苏苏净通过新建市场营销管理制度并制定"融营销"管理提升 项目方案，逐步形成信息共享、渠道共建、项目共商、市场共 赢的融合营销模式。重点拓展电子信息、医药卫生、太阳能光 伏、锂电新能源、新基建等重点行业领域。谢谢！ 3、苏州电瓷 2025 年上半年继续保持增长，下半年是否会 继续保持？ 2025 年 9 月 5 日投资者关系活动记录表 编号：2025-011 | 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 | 机构投资者：东方财富证券、东海证券、中天证券、中信证券、 | | 人员姓名 | 中金财富证券、国弘天下资本集团、路 ...

Group 1: Company Strategy and Market Positioning - The company aims to become the preferred partner in the semiconductor display industry, focusing on enhancing core competitiveness and comprehensive strength through sustainable development and supply chain integration [2][3] - The "Dual Base Strategy" in Vietnam includes a backlight display module base in Bắc Ninh and a precision component base in Ho Chi Minh City, aimed at establishing a vertical industry chain in Southeast Asia [3] Group 2: Share Buyback Activities - As of February 8, 2024, the company repurchased 2,282,700 shares at a maximum price of 18.533 CNY/share and a minimum price of 8.904 CNY/share, totaling 29,997,240.57 CNY [4] - By May 6, 2024, the company had repurchased 7,166,850 shares at a maximum price of 15.88 CNY/share and a minimum price of 11.45 CNY/share, totaling 100,008,088.12 CNY [5] - As of June 30, 2025, the company repurchased 4,961,600 shares at a maximum price of 15.20 CNY/share and a minimum price of 12.85 CNY/share, totaling 70,568,855.04 CNY [5] Group 3: Financial Performance - In the first half of 2025, the company achieved revenue of 1.554 billion CNY, a 50.84% increase from 1.030 billion CNY in the same period last year [6] - The net loss narrowed to 26.45 million CNY from 65.97 million CNY year-on-year, indicating a 59.91% improvement [6] - The net cash flow from operating activities turned positive, reaching 112 million CNY compared to a negative 172 million CNY in the previous year, a 165.54% improvement [6] Group 4: Product Development and Innovation - The company has registered a total of 418 patents, including 108 invention patents, with 8 new patents registered in the first half of 2025 [8] - The innovative anti-peeping light guide plate technology received recognition as a "Special Contribution Project" in the optical electronics industry [8] - The company is advancing in the automotive display and Mini-LED sectors, focusing on high-end features such as anti-peeping, curved, and ultra-thin displays [7] Group 5: Subsidiary Overview - The company holds a 30% stake in Chengdu Tuowei High-tech Optoelectronics Technology Co., Ltd., which provides comprehensive services for AMOLED metal mask plates [9] - Chengdu Tuowei serves major OLED panel manufacturers, enhancing domestic capabilities in precision regeneration and manufacturing technology [9]

Group 1: Financial Performance - The company's operating revenue has seen a significant decline since 2020 due to the sale of part of its stake in Liaoning Hongtu Chuangzhan Surveying and Mapping Co., Ltd., which is no longer included in the consolidated financial statements. After excluding the impact of Hongtu Chuangzhan, the operating revenue for 2024 is expected to show growth compared to the previous year, with a 17.69% increase in the first half of 2025 [2][4]. Group 2: Business Model - The company's logistics business model involves providing logistics solutions and quotations based on client tender information, including basic transportation costs and additional service fees such as customs clearance, insurance, and warehousing. After winning the bid, a logistics cooperation framework agreement is signed with the client [3]. Group 3: Strategic Focus - The company's future strategic focus will increasingly emphasize the development of international business while consolidating and optimizing its existing domestic logistics operations [4]. Group 4: International Logistics - The company is currently building core operational capabilities for logistics routes in Central Asia, Central Europe, Russia, and Southeast Asia, aiming to establish competitive advantages and accumulate experience [5]. Group 5: TIR Certification - As of July 2025, there are 236 certified TIR enterprises in China. To conduct TIR transportation, companies must have verifiable relevant experience or the capability to engage in international transport, such as holding an international road transport driving license or other relevant authorizations [6]. Group 6: Cargo Safety - The company ensures the safety of goods in international road transport by purchasing adequate insurance based on cargo type, value, transport route, and vehicle information, along with implementing various measures such as driver safety training [7]. Group 7: Global Presence - The company has established wholly-owned subsidiaries in Hong Kong and Kazakhstan, as well as liaison offices in Almaty, Aktau, and Belarus to support business operations in these regions [8].

Group 1: Company Overview and Business Segments - The company was established in 1955 and listed on the Shenzhen Stock Exchange in 2022, previously known as Xizi Elevator Group since 2002 [3][4] - Main business areas include waste heat boilers, clean energy equipment, solutions, and spare parts and services [3][4] - Key products in waste heat boilers include gas turbine waste heat boilers, dry quenching waste heat boilers, and cement kiln waste heat boilers, serving high-energy-consuming industries like power, steel, and cement [3][4] Group 2: Nuclear Power Development - The company has over 20 years of experience in the nuclear power sector and holds Class 2 and 3 manufacturing licenses [5] - In 2025, the company is focusing on nuclear power as a strategic priority, with plans to upgrade its manufacturing base for nuclear-specific clean workshops by September 2025 [5] - A joint venture, Hangzhou Xizi Nuclear Technology Co., Ltd., was established in August 2025 to enhance nuclear business opportunities [5] Group 3: Future Market Directions - The company aims to expand in the renewable energy market, leveraging molten salt storage technology for applications in solar thermal power and flexible coal-fired power generation [6] - The nuclear market is a key focus, with plans to enhance manufacturing capabilities for nuclear products [6] - The overseas market strategy includes increasing international market share, particularly in Southeast Asia and South America [7][9] Group 4: Order and Financial Performance - In the first half of 2025, the company secured new orders totaling CNY 2.784 billion, with waste heat boilers accounting for CNY 703 million and clean energy equipment for CNY 281 million [8] - As of June 30, 2025, the total orders on hand reached CNY 6.119 billion, reflecting a focus on order quality and structure optimization [8] Group 5: International Expansion - The company is increasing its presence in overseas markets, particularly in regions aligned with the Belt and Road Initiative [9] - The recognition of domestic brands in international markets is growing, contributing to the company's competitive edge abroad [9] Group 6: Product Delivery and Project Involvement - Delivery cycles for boiler products typically range from 6 to 12 months for domestic projects, with longer timelines for international projects [10] - The company participates in key stages of solar thermal power projects, focusing on heat absorption, heat exchange, and heat storage systems [11][12]

Group 1: Impact of Tariffs and Globalization - The company has established a global production base in Vietnam, India, Mexico, and Romania to mitigate the direct impact of tariffs on exports, achieving growth in the tools segment despite adverse conditions [2][3] - Short-term cost increases may arise from fixed asset investments and cross-regional supply chain coordination, but mid to long-term strategies include passing reasonable cost pressures to downstream customers [3][4] - Companies with mature overseas production capabilities and resilient supply chains are expected to gain long-term trust from major clients and capture market share amid supply chain integration [3][4] Group 2: Electric Tools Market Trends - The electrification and cordless trends are driving the penetration rate of electric tools, with the company focusing on high-value industrial and professional-grade products [4][5] - The company aims to expand its customer base and product categories to generate new incremental contributions [4][5] Group 3: Smart Automotive Business Growth - The acceleration of smart automotive trends is expected to increase demand for intelligent modules, with the company implementing strategies to expand both customer and product offerings [5][6] - The company’s laser radar motors are positioned as key components for L2+ level smart driving systems, with a focus on high precision and reliability [6][7] Group 4: Commercial Cooking Machines - The company’s commercial cooking machines utilize advanced control algorithms for precise temperature control and intelligent frying, holding multiple industry patents [8][9] - The market potential for commercial cooking machines is expanding due to rising demands for efficiency and standardization in the restaurant industry, particularly with the entry of major players like Meituan and JD [8][9] Group 5: Robotics Sector Strategy - The company offers a range of products in the robotics sector, including components and complete machines, with a focus on industrial and commercial applications [10] - The commercial cooking robot has seen a doubling in shipment volume, driven by the demand for cost reduction and efficiency in the restaurant industry [10] - The company is positioned to capture market share in humanoid robotics by focusing on core components and validating products for specific applications [10]

Group 1: Company Overview - Nanjing Tengya Precision Technology Co., Ltd. conducted an investor relations activity on September 5, 2025, from 9:30 to 11:30 AM [1][2] - The event included a site visit to the company's exhibition hall, office area, and production workshop to understand production capacity [2] Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 294.83 million, representing a year-on-year growth of 1.37% [2][3] - The net profit attributable to shareholders was CNY 970,200, showing a significant increase of 110.30% year-on-year [2][3] Group 3: Operational Strategy - The company focused on its core business, market expansion, internal management enhancement, and product quality to optimize overall operational quality [3] - Key strategies included new product development, process improvement, cost reduction, and standardized management to ensure stable growth [3] Group 4: Production Capacity - The company operates three major factories located in Jiangning, Bowang, and Haimen, with capabilities in die-casting, injection molding, mold development, stamping, surface treatment, brushless motors, battery packs, and electronic assembly [3] - The production capacity is sufficient to meet current demands, including contract manufacturing for robotics companies [3]

Group 1: Financial Performance - The company's overseas business revenue accounts for over 70% and has achieved year-on-year growth [3] - The company's revenue decreased in the first half of the year due to a slowdown in domestic steel investment and fewer new projects [9] - The company has sufficient contract reserves and aims to maintain steady development despite revenue decline [9] Group 2: Project Execution and Innovation - Key overseas projects are progressing smoothly, including the completion of the Bolivia Mutun integrated steel plant and the acceptance of the Tosyali Algeria Phase IV project [3] - The company emphasizes technological innovation as a driving force for development, focusing on low-carbon metallurgy engineering technology [4] - The newly developed "Smart Material Delivery System" has been launched to enhance material management efficiency in overseas projects [8] Group 3: Market Strategy and International Expansion - The company has been ranked 74th in the ENR "Top 250 International Contractors" list for 2025, marking a historical high [7] - The company plans to leverage its advanced technology and complete equipment manufacturing capabilities to enhance its international market influence [13] - The company aims to maintain a focus on high-quality clients and projects in the domestic market while expanding its international client base [13] Group 4: Environmental and Regulatory Considerations - The national carbon emissions trading market's coverage of the steel industry is expected to accelerate low-carbon technology transformation, creating demand for related engineering services [16] - The company is actively responding to the "AI + Digital Design" strategy to enhance its engineering technology and service capabilities [15] Group 5: Shareholder Relations and Financial Management - The company has established a three-year shareholder return plan (2023-2025) to enhance transparency in profit distribution [12] - The company is committed to maintaining compliance and steady development to improve operational quality and core competitiveness [11]