| | 三磨所进入国机金刚石后，公司拥有三磨所的权益比例从 | | --- | --- | | | 100%变为 67%。2024 年，三磨所实现营业收入 8.20 亿元，净利 | | | 润 1.90 亿元（合并口径）。 | | | 4.问：公司风电轴承业务的情况？ | | | 答：目前，公司风电轴承业务订单饱满，订单同比有较大幅 | | | 度增长。未来，公司计划继续适度扩大风电轴承产能。 | | | 公司风电轴承业务增速较快，一方面是行业原因，近期风电 | | | 行业景气度较高，整个行业产能偏紧，需求变好；另一方面，公 | | | 司依托自身研发优势，实现了风电主轴轴承和齿轮箱轴承的正向 | | | 设计，产品力的提升，使得公司在风电轴承高端市场拥有了一定 | | | 的市场份额。 | | | 5.问：航天轴承的相关情况 | | | 公司在航天领域所使用的轴承市场中份额较高，重点产品配 | | | 套率 90%以上，在卫星、空间站、运载火箭等均有公司的产品， | | | 商业航天的发展，将为公司带来新的发展机会。 | | 关于本次活动 | | | 是否涉及应披 | | | 露重大信息的 | 否 | | ...

Market Demand and Pricing Strategy - Current market demand is relatively weak, continuing previous trends [2] - The company will not adjust pricing strategies through product price reductions, focusing instead on a "three high" positioning: high-end brand, high-end service, and high-end value [2] - This strategy may lead to short-term sales challenges due to a competitive market environment [2] Retail Business Stability and Development - The retail business price stability is supported by enhancing product and service quality [2] - Efforts in retail are focused on three areas: improving channel construction to increase market share, expanding product categories to boost average customer spending, and upgrading business models to strengthen core competitiveness [2][3] Market Expansion Efforts - Expansion in the South China market is slow due to consumer habits and competition, but there is gradual improvement through partnerships with home decoration companies [3] - The company's international strategy is in the early stages, focusing on building marketing networks, developing international teams, and establishing production bases, with overseas business currently accounting for about 6% of total sales [3] Cost and Expense Management - The company aims to enhance cost and expense control, focusing on "input-output" analysis to maintain reasonable cost and expense ratios [3] - Initial results of sales expense control were observed in the first quarter of 2025 [3]

Group 1: Company Overview and Global Strategy - The company has significantly increased its overseas business, with overseas revenue accounting for 45.20% in 2024, covering over 70 countries and regions [3] - The Middle East is a key strategic market, with a complete business chain established, including high-end equipment manufacturing and oil and gas engineering services [3] - Recent major contracts include a $920 million digital transformation project in the UAE and a $316 million gas booster station project in Bahrain [3] Group 2: Localization and Capacity Building - The company is enhancing its local production and service capabilities in overseas markets, including a new production and office base in Dubai [4] - In North America, the company has expanded its existing facilities and is building local capabilities in production, research, and after-sales service [4] - The company has over 1,000 foreign employees, contributing to the localization of its operations and enhancing its international strategy [4] Group 3: Response to Trade Policies - The company has a minimal direct export revenue to the U.S. and has established a production base there, mitigating the impact of U.S. tariffs [5] - It has diversified its supply chain and pre-stocked raw materials to enhance resilience against trade environment changes [5] Group 4: Industry Focus and Innovation - The company focuses on oil and gas and renewable energy sectors, aiming to maintain its leadership in high-end equipment through technological innovation [6] - It has launched the AI·R FRAC intelligent fracturing system, which has been applied in major oil and gas production areas in China [6] - The company has completed a lithium battery recycling project, enhancing its capabilities in the renewable energy sector [6] Group 5: Financial Management and Shareholder Returns - The company emphasizes maintaining healthy cash flow and has implemented measures to improve inventory and receivables management [10] - The 2024 dividend plan includes a cash dividend of 6.9 yuan per 10 shares, with a commitment to increasing the dividend ratio and frequency [12] - The company has executed share buyback plans for three consecutive years, reflecting confidence in its future development [12]

Group 1: Company Overview - The company has a significant global presence, operating in over 70 countries and regions, with overseas business revenue accounting for 45.20% in 2024 [4] - The Middle East is a key strategic market, with a comprehensive business chain established, including high-end equipment manufacturing and oil and gas engineering services [4] Group 2: Recent Achievements - The company has secured major contracts, including a $920 million digital transformation project for ADNOC in the UAE and a $316 million gas booster station project for Bahrain National Oil [4] - The company's brand recognition has been steadily increasing due to successful project completions and market penetration [4] Group 3: Localization and Capacity Building - The company is enhancing its local capabilities in overseas markets, including the establishment of a new production and office base in Dubai to improve delivery and after-sales service [5] - In North America, the company has expanded its production capacity and local workforce since establishing its U.S. subsidiary in 2008, ensuring robust support for equipment delivery and after-sales service [5] Group 4: Strategic Response to Market Conditions - The company is actively addressing the impacts of U.S.-China tariff policies by continuing to execute its internationalization strategy, focusing on markets in the Middle East, Central Asia, and Asia-Pacific [6]

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2025-013 | 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 | | 参与单位名称 | 嘉实基金：姚志鹏、归凯、刘杰、栾峰、刘晔、吴振坤、安昊 | | 时间 | 2025 年 6 月 3 日 | | 地点 | 京东方技术创新中心 | | 上市公司接待人员姓名 | 郭 红 副总裁、董事会秘书 | | | 罗文捷 证券事务代表 | | | 李 柰 董事会秘书室工作人员 投资者参观了京东方技术创新中心展厅，参观后与公司进 | | | 行了交流。讨论的主要内容为回答投资者提问，问答情况如下： | | | 1、公司如何看待 LCD 行业供需情况？ | | | 答：行业面板厂商坚持"按需生产"的经营策略，根据市 | | 投资者关系活动主要内 | 场需求，弹性调节产线稼动率。在此基础上，需求端库存实现 | | 容介绍 | 加速去化，产业库存趋近健康标准，行业需求回归正常节奏。 | | | 同时，随着低端落后产 ...

Group 1: Investor Relations Activities - The report documents various investor relations activities, including analyst meetings and performance briefings, with participation from multiple investment firms and individuals [1][2][3]. Group 2: Overview of Intelligent Industry - The rapid development of intelligent technology is highlighted, with advancements in AI models leading to the emergence of multimodal products [3]. - The transition from cloud-based AI to edge intelligence is emphasized, showcasing the benefits of low latency and data security [4]. Group 3: Recent Progress in Edge Intelligence - The company aims to be a leader in edge intelligence, robotics, and AI-defined automotive solutions, with significant partnerships and product launches planned for 2024 and 2025 [5]. - Key products introduced include the Drip OS 1.0 Evo and TurboX AI glasses, showcasing advancements in smart automotive technology [5]. Group 4: AI and Operating Systems - The company is transitioning from smart operating systems to AI-native operating systems, integrating various technologies such as IoT, AI, and edge computing [6]. - The Drip OS serves as a core system for automotive intelligence, facilitating seamless integration of cockpit and driving functions [7][8]. Group 5: Global Market Expansion - The company has established R&D centers in 16 countries, indicating a strong commitment to expanding its global footprint in the smart automotive sector [8]. - Strategic partnerships with major automotive manufacturers are being developed to enhance the company's presence in the international market [8]. Group 6: AI Applications in Automotive - The integration of large AI models into automotive systems is transforming operational logic, moving towards a voice-command-based interaction model [9]. - The Drip OS leverages multi-agent technology to enhance various automotive scenarios, including intelligent driving assistance and personalized services [9]. Group 7: Product Development and Innovation - The company is actively developing a range of edge AI products, including AI glasses and robots, with significant improvements in performance metrics such as boot speed and response time [9]. - The focus on a turnkey platform allows for rapid deployment of diverse IoT solutions tailored to client needs [9]. Group 8: Collaboration with Chip Manufacturers - The company is deepening collaborations with leading chip manufacturers to enhance the integration of operating systems with hardware capabilities [10]. - Partnerships in the automotive sector are being strengthened to provide foundational technology for intelligent driving and cockpit systems [10].

证券代码：300009 证券简称：安科生物 安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2025-004 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 （电话会议） 参与单位名称及 人员姓名 东方财富 王震*、东方财富 陈*、国盛证券 程*、国盛证券 潘 *、大工律所 詹武*、山西证券 田*、招商银行 童济*、银河证 券 郭子*、中钰资本 秦*、杜*、刘*、陈素*、王*、余*、盛祥 *、李天*、张云*、张霄*、朱德*、金广*、文*、吴书* 时间 2025 年 5 月 30 日 地点 公司会议室、展厅 上市公司接待人 员姓名 董事会秘书李坤先生、证券事务代表刘文惠女士 投资者关系活动 主要内容介绍 投资者参观了公司展厅以及部分生产线，接下来公司与投 资者就相关问题进行了沟通，整理如下： 问 1：请问生长激素的作用机理是什么？ 答：生长激素是一种脑垂体前叶分泌的肽类激素，对人体 生长发育、代谢调节等具有重要作用。其为昼夜脉冲式分泌， 尤其在夜间分泌，黄金时段是夜间深睡眠期。公司人生长激素 是通过基因重组大肠杆菌分泌 ...

证券代码：300296 证券简称：利亚德 利亚德光电股份有限公司投资者关系活动记录表 编号：2025-10 | 投资者关 | ■特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | --- | --- | --- | | 系活动类 | □新闻发布会 | □路演活动 | | 别 | □现场参观 | | | | ■其他（电话会议） | | | | 李倩倩 | 中银资管 | | | 梁简泓 | 交银施罗德 | | | 庞韬 | 南土投资 | | | 黎一鸣 | 永赢基金 | | | 周兴武 | 东北证券 | | | 吴敏 | 浦泓投资 | | | 朱一木 | 古曲基金 | | | 李汶静 | 建信基金 | | 参与单位 | 李柯 | 中邮资管 | | 名称及人 | 陈珊珊 | 浙商自营 | | 员姓名 | 谢泓材 | 国泰基金 | | | 黄彪 | 金信基金 | | | 杜旷舟 | 财通自营 | | | 钱佳兴 | 融通基金 | | | 王宁山 | 华西基金 | | | 时彧 | 华富基金 | | | 刘绍宇 | 野村证券自营 | | | 夏甘霖 | 丰道资本 | | | 李卓健 | 华商基金 | | ...

证券代码：000999 证券简称：华润三九 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 | □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 √其他 | | 参与单位名称 | 中信证券、太平资产、中欧基金、国投瑞银、普徕仕、国投证券等证券、投资机构 | | 及人员姓名 | | | 时间 | 2025 年 5 月 27 日-5 月 30 日 | | 地点、方式 | 综合办公中心（现场会议、电话会议等） | | 上市公司 | 投资者关系团队 | | 接待人员姓名 | | | | 1. 公司一季度经营表现？公司如何看 25 年全年经营趋势？ | | 投资者 | 答：一季度流感和呼吸道疾病发病率同比去年有所降低，同时 1-2 月中国实体药店零售规 | | 关系活动 | | | | 模同比小幅下降，在高基数的影响下公司今年一季度业绩有小幅调整；从核心业务 CHC 来看， | | 主要内容 | 在合理的调整范围，感冒呼吸品类受到发病率的影响，皮肤、胃肠品类表现稳健，皮肤品类抓住 | | ...

Group 1: Acquisition Purpose and Strategy - The acquisition is centered around the core optical business, enhancing industry synergy and competitive advantage in the optical lens sector [2][3] - The target company, Changyi Optoelectronics, has complementary strengths in technology, market, and management, particularly in the pan-security field [4] Group 2: Market Outlook - The security monitoring sector is projected to maintain stable growth, with consumer-oriented pan-security products being key drivers for future market expansion [5] - The company aims to deepen its focus on the pan-security lens market, leveraging Changyi Optoelectronics' existing competitive edge [5] Group 3: Transaction Details - The acquisition involves a 100% share issuance, with no cash transactions, indicating a long-term commitment from Changyi Optoelectronics' shareholders [6] - The controlling shareholders have agreed to a five-year lock-up period, emphasizing a focus on long-term benefits rather than short-term gains [6] Group 4: Integration and Development Plans - Changyi Optoelectronics has a well-established R&D, production, and sales system, which aligns closely with the company's management philosophy [7] - The company plans to support Changyi Optoelectronics' operational independence while fostering collaboration in technology and market resources [7] - The long-term strategy focuses on the optical lens business, with the acquisition being a crucial step in expanding into the pan-security lens market [8]