证券代码：300006 证券简称：莱美药业 重庆莱美药业股份有限公司 证券代码：300006 证券简称：莱美药业 | 美拉唑钠、盐酸纳洛酮注射液、尼莫地平注射液、氨甲 | | --- | | 环酸氯化钠注射液等 10 个品种取得批件或补充申请批 | | 件、通过一致性评价。公司将持续筑牢既有的优质存量 | | 业务，强化产品营销布局和市场拓展，力争提升公司品 | | 种的销售收入和市场份额。感谢您的关注。 | | 2、问：公司的核心产品卡纳琳在甲状腺领域保持了 80% | | 以上的市场占有率，非常不错；想了解一下公司后续有 | | 哪些举措进一步巩固其领先地位，以及拓展卡纳琳在其 | | 他相关领域的市场应用？ | | 答：尊敬的投资者，您好。公司通过积极开发胃肠道、 | | 乳腺、妇科等专科领域医院市场，推动内镜专家学术， | | 拓展临床使用场景，将领域地位提高到竞品以上高度， | | 公司将继续拓展除甲状腺领域的其他适应症市场，提升 | | 该产品的销量和市场份额。感谢您的关注。 | | 3、问：请问公司目前都生产哪些创新药？ | | 答：尊敬的投资者，您好。公司重点产品卡纳琳（通用 | | 名：纳米 ...

Financial Performance - In 2024, the company achieved a total revenue of 4.159 billion CNY, representing a year-on-year growth of 3.99% [2] - Finished drug revenue reached 2.522 billion CNY, with an increase of 8.42% [2] - Raw material drug revenue was 876 million CNY, showing a decline of 8.37% [2] - Medical device revenue amounted to 687 million CNY, growing by 7.84% [2] - The net profit attributable to shareholders was 712 million CNY, up by 15.04% [2] - The net profit after deducting non-recurring items was 647 million CNY, reflecting a growth of 21.38% [2] Product Development - The company submitted a clinical application for the innovative drug JX2201 for treating LP(a) dyslipidemia by the end of 2024 and has initiated Phase I clinical trials [3] - The innovative drug Didasin was officially launched in March 2024 and successfully entered the medical insurance catalog after negotiations in November 2024 [3] Market Performance - The finished drug market outside hospitals experienced rapid growth, increasing by 45% year-on-year in 2024 [3] - The retail division is focused on expanding the outpatient market through collaboration with retail pharmacy chains and enhancing coverage in grassroots pharmacies [3] Sales and Marketing Strategy - The company has achieved a reduction in sales expenses over the past few years through more precise expenditure allocation and improved employee efficiency [3] - In 2025, the company aims to control the sales expense ratio while expanding its market presence in outpatient and grassroots markets [3]

| 公司的阿凡达低碳车轮是一款革命性的轻量化产 | | --- | | 品，该产品拥有外观新颖、轻量化、精度高、强度高、 | | 更好的平衡性、更强的抗变形能力、更耐用以及更高性 | | 价比的特点，能更好的满足客户产品的需求。目前公司 | | 阿凡达低碳车轮已进入乘用车领域和商用车领域，并拿 | | 到多家新能源车企的定点，打开了新能源车市场，同时， | | 公司正在加快产能建设以满足日益增长的客户需求，牢 | | 牢抓住先发优势和规模优势。 | | 此外，公司立足于现有的新材料、新工艺、新技术 | | 的基础之上，加大研发力度，开展探索更多横向产品的 | | 开发和应用场景，主要致力于市场发展潜力巨大且与公 | | 司主业具有相通性的机器人、低空飞行器等行业。 | | 二、问答环节 | | Q1：公司在机器人产业的规划？ | | A：公司独有的阿凡达铌微合金材料与阿凡达加工工 | | 艺，以其卓越的高强度、轻量化、低成本等特点，在具 | | 有轻量化、增加强度、降低成本需求的行业具有广泛的 | | 应用可能性。 | | 目前公司围绕主营业务发展，同时立足于现有的新 | | 材料、新工艺、新技术的基础之上， ...

Group 1: Financial Performance - In 2024, the company achieved total revenue of 2.943 billion CNY, a year-on-year increase of 9.27% [1] - Gross margin reached 40.35%, up 3.02% from the previous year [1] - Headphone and headset series generated revenue of 1.279 billion CNY, with a growth of 18.41% [1] - Sound system series revenue was 999 million CNY, reflecting a 20.39% increase [1] - Domestic sales revenue was 2.312 billion CNY, up 11.57% [1] - Export revenue was 631 million CNY, a year-on-year growth of 1.61% [1] - The company reported a net profit attributable to shareholders of 429 million CNY, a 13.66% increase [1] Group 2: Product Development and Market Strategy - The company launched several high-end products, including NeoBuds Pro3 and Hi-Fi flagship speaker S300 [1] - The open-ear headphone market is rapidly growing, with the company investing heavily since 2024 [2] - The company has released over ten models of open-ear headphones, focusing on various forms and price ranges [2] - The brand aims to expand its target audience, particularly among female users, leveraging celebrity endorsements [2] - The company has established a multi-brand strategy, introducing brands like "AIRPULSE" and "HECATE" [2] Group 3: Operational Highlights - The company maintained a significant increase in headphone business gross margin, outperforming industry standards [2] - The competitive landscape in the headphone sector has intensified due to the entry of major smartphone brands [2] - The company has implemented strict compliance measures during investor interactions to prevent information leakage [2]

Group 1: Investor Relations Activity - The meeting involved 146 participants from various securities firms and individual investors [2] - The event was held at the company's headquarters on April 1, 2025 [2] Group 2: Company Representatives - Key representatives included Chairman Zhang Wenxue, President Dong Ming, and Chief Financial Officer Ma Jia [2] - Other senior executives present were from various business units, including pharmaceuticals and health products [2] Group 3: Meeting Objectives - The primary focus was to understand the company's operational status and financial data for the 2024 annual report [2]

Group 1: Company Overview and Market Position - Kidswant is a leading enterprise in the mother and baby industry, focusing on deep user demand satisfaction and creating user value [4] - As of March 2025, Kidswant has successfully opened 30 selected franchise stores, with over 100 merchants in preparation, aiming to establish 500 stores in 2025 [4] - The company operates over 1,200 stores nationwide, including Lejoy International, and serves nearly 100 million parent-child families through its online and offline channels [5] Group 2: AI and Digital Transformation - Kidswant has developed its proprietary KidsGPT model, covering over 95% of parenting Q&A scenarios, enhancing member precision marketing and high-quality service [5] - In March 2025, Kidswant partnered with Beijing Volcano Engine Technology Co., Ltd. to establish the BYKIDs AI smart hardware incubator, focusing on AI lifestyle solutions for families [6] - The company is committed to embracing AI technology to drive operational management and business development, leveraging its digital assets and content [5] Group 3: Franchise Business Development - The franchise model includes a comprehensive support system, enhancing brand strength, product capability, operational efficiency, and service quality [4] - The franchise model not only generates economic benefits for franchisees but also meets the demand for quality mother and baby products in lower-tier markets [4] - Kidswant plans to integrate AI services into its franchise stores, enhancing service experiences for families in lower-tier markets [4] Group 4: Strategic Partnerships and Future Plans - In Q4 2024, Kidswant established a partnership with Xinxuan to create a joint venture focused on building a well-known MCN organization in the mother and baby industry [7] - The joint venture aims to develop a matrix of live-streaming influencers and enhance supply chain capabilities [7] - Regular operations for the live-streaming business commenced in March 2025, with plans for supplier recruitment and influencer development [7]

证券代码：300373 证券简称：扬杰科技 扬州扬杰电子科技股份有限公司 投资者关系活动记录表 编号：2025-001 | | □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 电话会议 | | | | | | 参与单位 | 姓名 | 参与单位 | 姓名 | | | 广发证券 | 张大伟 | 长信基金 | 孙玥 | | | 太平养老保险 | 刘兵 | 上海亘曦私募基金 | 李学来 | | | 陆家嘴国泰人寿保险 | 王汉秦 | 国泰基金 | 孙家旭 | | | 华泰证券（上海）资管 | 余熠 | 上海宁涌富私募基金 | 黄盼盼 | | | 上海铭大实业 | 蔡荣转 | Mizuho Securities Asia Limited | Yini Li | | | 闻天私募证券 | 梁悦芹 | 北京富智投资 | 李晓迪 | | | 万家基金 | 武玉迪 | 同泰基金 | 杨伍 ...

附件二：投资者关系活动记录表格式 证券代码： 002202 证券简称：金风科技 答：2024年，公司风机及零部件销售板块实现营业收38,920,578,163.85 元，毛利率为5.05%，同比提升4.89个百分点；风电场开发板块实现营业 收入10,853,521,101.18元，毛利率为40.01%，同比下降7.29个百分点； 风电服务板块实现营业收入5,507,031,409.23元，毛利率为21.50%，同比 提升1.66个百分点；其他业务的营业收入为1,418,032,116.28元，毛利率 为23.38%，同比下降1.28个百分点。 2024年，公司海外业务成果及相关市场拓展情况？ 答：2024年，公司国际销售收入为12,007,545,314.15元，同比提升 53.14%。GWHV12、GWHV15平台系列机组已成为主力投标产品，涵盖中东北 非、中亚、南美、南非、亚洲及欧洲等多个区域。2024年，公司海外新增 订单创历史新高，同时突破菲律宾、纳米比亚、格鲁吉亚等8个国家，累 计实现签单国别47个。截至2024年12月31日，公司海外在手外部订单共计 7,031.82MW。 2024年公司在绿色供 ...

东港股份上市公司投资者关系活动记录表 编号：2025-001 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 申万宏源证券 屠亦婷、张海涛、黄莎；国信证券 张浩冉；远信(珠海) 私募基金 张骏；同泰基金 鲁秦；新华基金 张帅；华夏东方养老资产管 理 蔡颖； 杨涛；李妮；金彭彭；车千里。 时间 2025 年 4 月 1 日 15.15-16.30 地点 电话会议 公司接待人员 姓名 副总裁、董事会秘书：齐利国 证券事务代表：阮永城 投资者关系活动 主要内容介绍 一、齐利国介绍公司 2024 年度报告业绩情况： 2024 年，宏观经济形势复杂，公司业务受到了一定的影响，其中传 统票证业务市场受到的影响较大，主要原因是税务系统全面推广数字化 的电子发票，纸质发票需求量大幅度减少，导致发票印制业务收入和利 润减少；同时由于市场竞争的加剧，致使产品的毛利率下降。为克服这 些困难，公司积极采取应对措施，积极拓展新客户、新市场，并努力开 发适应市场需求的新产品，使公司经营业绩保持稳 ...

| 行行业解决方案的深化。 | | --- | | （3） 美国加征关税对公司的影响及应对措施 | | 答：叠加最新关税后综合税率较高，对成本会形成一定压力。面对 | | 这种情况，公司已同步启动以下措施： | | 1) 针对高关税地区调涨价格以及调整折扣体系：分区域、分阶段 | | 调涨产品终端价格，逐步消化关税压力； | | 2) 提高新加坡子公司的区域覆盖范围和运营效率：承接所有非美 | | 市场订单（约占国际市场营收的 50%），规避关税影响； | | 3) 调整出口产品结构：针对区域市场实施差异化产品策略，加强 | | 服务，同时提高高毛利产品出口占比。 | | （4） 汇率波动对公司的影响及公司管理策略 | | 答：公司采取及时结汇，减少外汇波动影响。 | | （5） 未来海外增量市场及区域策略 | | 答：全球市场的区域化拓展是公司长期策略，其中相对成熟的欧 | | 美主要是以存量市场为主，客户决策周期短、回款快，渗透空间大； | | "一带一路"市场会通过中低端产品，来适配价格敏感需求。 | | （6） 国内市场竞争格局及低价投标对公司的影响 | | 答：目前国内招投标以价格为主导，有时采用最 ...