Group 1: Overseas Business Development - Jiangnan Chemical has established a business network in countries along the "Belt and Road" initiative, including Namibia, Congo (DRC), Mongolia, Serbia, Liberia, and Guyana, focusing on civil explosive services [1][2] - The company aims to enhance its international market management capabilities and compliance operations while promoting steady international business growth [2] Group 2: Industrial Explosive Capacity Planning - The company dynamically adjusts its industrial explosive capacity based on operational efficiency and regional layout advantages, in accordance with Ministry of Industry and Information Technology requirements [2] - Jiangnan Chemical is committed to increasing resource investment in key civil explosive markets [2] Group 3: Competition Resolution with Actual Controller - Jiangnan Chemical's controlling shareholder, Special Energy Group, has committed to resolving industry competition issues within 60 months of acquiring control, ensuring no overlap in civil explosive business operations [2] - Ongoing due diligence is being conducted on overseas projects to mitigate competition concerns [2] Group 4: Strategic Market Expansion in Tibet - The company is actively expanding its presence in the Tibetan civil explosive market, having established five subsidiaries in the region to capitalize on market demand [3] Group 5: Automation in Production - Jiangnan Chemical is advancing towards unmanned production lines by 2027, focusing on safety and efficiency improvements through technology [4] - The company emphasizes employee safety and aims to enhance production efficiency while reducing hazardous operations [4] Group 6: Mining Services Strategy - The company leverages synergies between civil explosive production and engineering services to provide integrated solutions for mining operations [5][6] - Jiangnan Chemical plans to transition from product provision to comprehensive service offerings, enhancing overall service scale and effectiveness [6] Group 7: Market Value Management - Jiangnan Chemical has developed a market value management plan for 2025, focusing on improving operational quality and investor relations to stabilize market confidence [6] - The company aims to integrate industrial and financial capital to enhance value creation and preservation of state-owned assets [6]

Group 1: Engine and Data Center Business Development - The M series large-bore engines have seen significant production and sales growth in 2025, particularly for data center engines, driven by strong industry demand [1] - The company aims to leverage its technological performance, production capacity, and delivery efficiency to achieve its annual sales targets and expand into strategic high-end markets [1] Group 2: Heavy Truck Industry Outlook - In the first half of 2025, China's heavy truck market recorded cumulative sales of approximately 539,000 units, a year-on-year increase of about 7%, with exports reaching around 156,000 units, up about 3% [2] - The heavy truck market is expected to improve gradually, supported by the implementation of vehicle replacement policies, with June sales showing a year-on-year growth of 37% and a month-on-month increase of 10% [2] Group 3: Dividend Policy and Shareholder Returns - The company plans to maintain a cash dividend and share buyback strategy, with a projected dividend payout ratio of 55% for the full year of 2024, and cumulative dividends since listing nearing 35 billion yuan [2] - A share buyback plan of 1 billion yuan is set for 2025 to enhance investor satisfaction, while the company will continue to balance development needs and shareholder interests [2]

Group 1: Company Growth and Market Position - The company achieved a revenue of 319 million CNY in Q1 2025 for its enterprise storage products, representing a year-on-year growth of over 200% [3] - The company is one of the few A-share listed companies that publicly disclose specific enterprise storage product performance, indicating a strong market position [3] - The company has established recognition among major clients across various industries, including large internet companies and telecom operators, showcasing the adaptability and reliability of its products [3] Group 2: AI Infrastructure and Storage Demand - The demand for storage is expected to rise due to increased investment in AI infrastructure, which requires enhanced computing and storage capabilities [3] - The penetration rate of DDR5 in RDIMM products has significantly increased, driven by the performance requirements of AI servers [3] - eSSD's advantages in speed and energy efficiency are leading to its widespread adoption, replacing HDDs in cloud service providers [3] Group 3: TCM Model and Revenue Impact - The company has partnered with SanDisk to leverage its strengths in chip control and firmware development, aiming to introduce high-quality UFS products for the mobile and IoT markets [5] - The UFS4.1 product, featuring high sequential read/write speeds of 4350MB/s and 4200MB/s, has outperformed mainstream market products [5] - The TCM model is expected to enhance revenue and profit by improving visibility in supply and demand, thereby mitigating price volatility [6] Group 4: Self-Developed Controller Chips - The company has launched three self-developed controller chips for eMMC, SD cards, and automotive-grade USB products, with cumulative applications exceeding 30 million units [7] - The self-developed controller chips are anticipated to see significant growth in application scale throughout 2025 [7] - The company plans to maintain long-term collaborations with third-party controller chip manufacturers to diversify its product offerings [7] Group 5: Storage Price Trends - The semiconductor storage market has shown signs of recovery since late March 2025, driven by inventory digestion and increased downstream demand [8] - Price increases in storage products are expected in Q3 2025 due to inventory needs from server OEM customers and rising storage capacities in mobile devices [8] Group 6: Lexar and Zilia Business Growth - Lexar's global sales revenue reached over 3.5 billion CNY in 2024, with significant growth potential in market share [9] - Zilia achieved a revenue of 2.312 billion CNY in 2024, marking a year-on-year growth of 120.15%, with a 45.08% increase in Q1 2025 [10] - The integration of Zilia into the company's operations has enhanced its overseas market presence and product offerings [10]

Group 1: Business Overview - The company's in-vehicle display business is experiencing rapid growth due to the increasing penetration of smart cockpits and the demand for advanced display technologies such as Mini-LED [2] - The global in-vehicle display market is showing a stable upward trend, indicating significant market potential [2] - The company aims to leverage its first-mover advantage in Mini-LED technology to expand its market presence and accelerate business growth [2] Group 2: LIPO Business Development - The company's LIPO technology has entered mass production, benefiting from early market positioning and increasing demand [2] - Currently, the LIPO business is in a phase of continuous investment and capacity ramp-up [2] - Future efforts will focus on technology upgrades, yield improvements, and customer certifications to further advance the LIPO business [2] Group 3: Investor Relations Activity - The investor relations activity on July 18, 2025, did not involve any undisclosed significant information [3] - The meeting was attended by various investment firms and company representatives, including the Vice President and Board Secretary [2]

深圳麦格米特电气股份有限公司 投资者关系活动记录表 | 投资者 | √ 特定对象调研 □ 分析师会议 | | --- | --- | | 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 阿布扎比投资局 Oaktree Capital | | | APG Templeton CPE 源峰 MSIM | | 参与单位名称 | RBC 奥凯基金 Acardia Fund | | | East Capital 上海瓴仁私募基金管理合伙企业（有限合伙） | | 及人员姓名 | 花旗银行 tiger securities 自营 | | | TTInternational Starlight Asset | | | JMC Capital Asset Management Cowin AM 华润资本香港 | | 时 间 | 2025 年 7 月 18 日 （周五）下午 15:30-16:30 | | 地 点 | 深圳市南山区学府路 63 号高新区联合总部大厦 34 楼会议室 | | 上市公司 | 董事会秘书、首席财务官：王涛先生 | | 接待人员 ...

Group 1: Company Performance and Growth - The company has seen steady progress in its operations during the first half of the year, with significant revenue growth needed to meet the 2025 performance targets [3] - The company aims to enhance its operational performance through domestic and international market expansion and continuous technological innovation [3] - The gross profit margin is expected to improve due to the rail transit business, with ongoing efforts to increase market share and profitability [3][4] Group 2: Business Segments and Strategies - The decline in revenue from the building decoration business is attributed to external environmental factors, with plans to innovate and upgrade equipment to meet customer needs [4] - The company is focusing on the development of sandwich lightweight composite materials, which align with national carbon neutrality strategies and are gaining traction in the rail transit and construction sectors [4] - Future overseas revenue and orders are projected to grow, with plans to strengthen the overseas marketing network and increase new product development [4] Group 3: Future Outlook and Strategic Initiatives - The company plans to concentrate on its core business of sandwich lightweight composite materials, aiming for multi-field applications and enhanced market presence [5] - There is a commitment to digital and intelligent transformation to improve management efficiency and promote sustainable high-quality development [5] - The company is cautious about expanding into a second core business or pursuing acquisitions, focusing on steady and sustainable growth while evaluating risks and opportunities [5]

Group 1: Company Overview and Financial Performance - The company has seen significant growth in the nuclear power sector, with revenue from this area accounting for 46.66% of total revenue in 2024, a year-on-year increase of 67.24% [1] - The gross margin for the nuclear power sector in 2024 is reported at 34.95%, while the gross margins for the industrial and civil construction, and subway tunnel sectors range between 20% and 30% [1] Group 2: Order Status and Market Outlook - The company currently has a substantial number of orders on hand and sufficient production capacity, actively participating in bidding for nuclear power projects [2] - It is anticipated that 6-8 nuclear power units will be approved for development in China each year, indicating a positive growth period for the nuclear sector [2] - The company has undertaken over 30 subway ventilation projects across major cities, highlighting a broad market outlook for subway infrastructure [2] Group 3: International Expansion and Strategic Plans - The company is exploring overseas business opportunities through a dual strategy of "partnering for overseas expansion" and "independent overseas expansion" [2] - Future updates on international ventures will be disclosed in compliance with regulatory requirements [2] Group 4: Shareholder Engagement and Profit Distribution - As of December 31, 2024, the company has negative distributable profits, which does not meet the conditions for profit distribution [3] - The company is considering the use of capital reserves to offset losses, in line with the latest Company Law regulations [3] Group 5: Subsidiary Developments - The subsidiary, Southern Additive, has been supported through a recent acquisition and capital increase to enhance its 3D printing services [4] - Southern Additive is currently executing a limited number of orders and is engaged in multiple rounds of sample testing for clients [4] Group 6: 3D Printing Service Characteristics - The 3D printing services offered by Southern Additive feature high design flexibility, rapid customization, high precision, and environmental friendliness, positioning the company well in a growing market [4] - The company is equipped to print with various materials, including titanium alloys, pure copper, stainless steel, and high-temperature alloys, aiming to capitalize on the expanding 3D printing market [4]

编号：2025-09 | 投资者关系活 | 特定对象调研 ☐分析师会议 | | | | --- | --- | --- | --- | | | ☐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 | | | | 参与单位名称 | 中金公司汤亚玮、张沁仪、薛逸宁，安和投资颜泽巢、汤翰森，Point72 | | | | 及人员姓名 | 宋星琦，广州资产韦寒冰、李婷钰、李丹、杨世恒，兴业证券颜晓晴、 | | | | | 王雨晴，昆仑保险张厚泽 | | | | 时间 | 2025 年 7 月 16 日-7 月 18 日 | | | | 地点 | 现场及线上会议 | | | | 上市公司接待 | 董事会秘书温晓瑞、投资者关系主管王珮璇 | | | | 人员姓名 | | | | | | | | 1、公司2025年一季度经营情况介绍？ | | | 答：公司致力于成为全球领先的智慧家电企业，坚定推进全球化战 | | | | 投资者关系活 | | 略，以 AI 智慧家电为发展方向，通过科技创新全面实现各家电产品互联 | | | 绍 | 健 ...

Financial Performance - The company's net profit attributable to shareholders for the first half of 2025 is expected to grow by up to 10% year-on-year [2] - In the automotive parts business, sales revenue is projected to increase by approximately 10% year-on-year, with the automotive industry showing a growth trend [3] - The sales revenue for the automotive parts business exceeded 7 billion CNY in 2024, marking a year-on-year growth of 37.7% [6][7] Business Segments Automotive Parts - The company has achieved full coverage of major domestic automotive manufacturers, establishing a robust domestic industrial layout [6] - It possesses strong technical and R&D capabilities, with 554 patents granted, including 53 invention patents [7] - The product supply chain integrates product development, mold design, component manufacturing, and assembly services, effectively controlling production costs [7] Oil and Gas Equipment - The company maintains a leading position in key technologies for shale gas and high-temperature, high-pressure perforation systems [3][5] - It has over 30 years of collaboration with major domestic oil companies, supplying critical equipment for deep-sea oil and gas extraction [4] - The deep-sea technology sector is expected to become a focal point for large oil and gas companies, presenting new growth opportunities for the company [5] New Materials - The newly established subsidiary focuses on high-performance functional materials, including anti-counterfeiting materials, electronic functional materials, and weather-resistant materials [8][9] - The pressure testing film has been recognized as a "single champion" product in Hebei Province and has established stable partnerships with leading companies in the electronics and semiconductor sectors [9] - The company is the largest global producer of UV-1084, with its technology and product quality reaching international standards [9] Future Plans - The company is considering implementing an employee stock ownership plan as a means to incentivize management and core staff, aligning their interests with the company's growth [10][11]

证券代码：300746 证券简称：汉嘉设计 汉嘉设计集团股份有限公司 投资者关系活动记录表 编号：2025-004 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | | | | --- | --- | --- | --- | --- | | | □媒体采访 □业绩说明会 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | □电话会议☑现场参观 | | | | | | □其他 | | | | | | 1、7 月 17 日名单： | | | | | | 万家基金：刘洋、李杨、况晓、郑中天、束金伟、王霄音 | | | | | | 华夏基金：林少勤诺安基金：童宇 利幄基金：韩阳 | | | 青骊投资：于利强、张伟明 | | | 长江证券：任楠 | | | 淳阳基金：谢伟玉 | | | 感叹号基金：谭永平、何思源坤易投资：龚继海 | | | | | 参与单位名称及 | 运舟资产：翟冠程 | | | 悦溪基金：张伟 | | 人员姓名 | 甬兴证券：刘荆、蔡涵倩 | | | 国盛证券：李可夫 | | | 华源证券：袁子祥 | | | 东北证券：赵宇阳 | | | 民生证券：李哲、任泓 ...