Group 1: Product Strategy - The company focuses on key products such as the patented "Panlong Seven Tablets," which is part of a diverse portfolio covering 12 functional categories and over 100 product specifications [2] - The product range includes 19 dosage forms and 74 approved drug production numbers, along with health food and health products [2] - Future product development will emphasize functional health foods aimed at increasing bone density and other health benefits [3] Group 2: Marketing Network - The company has established a comprehensive marketing network covering over 5,000 tier-one medical institutions and more than 30,000 retail pharmacies [3] - Collaboration with over 650 commercial partners across 30 provincial administrative regions supports multi-category product sales [3] - The company is leveraging "Internet + Medicine" trends to enhance digital marketing and brand influence [3] Group 3: Traditional Chinese Medicine (TCM) Business - The company has completed the filing of 411 varieties of TCM granules, all approved by the National Medical Products Administration [3] - The company is actively advancing the listing of these products in 18 provinces, including major markets like Beijing and Shandong [3] - A combined model of self-operated teams and agents is being used to develop sales channels, focusing on key regions [3]

金风科技股份有限公司投资者关系活动记录表 证券代码： 002202 证券简称：金风科技 | 组1,119.80MW，6MW及以上机组9,892.93MW；公司在手外部订单共计 | | --- | | 49,873.87MW，其中海外订单量为7,161.72MW；此外，公司另有内部订单 | | 2,586.97MW。公司在手订单总计52,460.84MW，同比增长18.48%。 | | 2025年三季度末，公司自营风电场情况？ | | 答：截至2025年9月30日，公司国内外自营风电场权益装机容量合计 | | 8,688MW，公司国内风电场权益在建容量4,062MW；2025年1-9月，公司国内 | | 外风电项目新增权益并网装机容量745MW，同时销售风电场规模100MW；2025 | | 年1-9月，公司自营风电场的平均利用小时数为1,730小时。 | | 公司在能源管理体系建设方面有哪些进展？ | | 答：近年来，公司逐步完善能源管理体系建设，全面系统性地推进内部工 | | 厂能源审计、能源管理体系认证、绿色工厂认证和光伏建设等工作。截至 | | 2024年底，公司10个工厂已经建立能源管理体系，并通过I ...

Group 1: Business Operations and Strategy - The company has not yet engaged in stablecoin business but will comply with regulations if it does in the future [2] - The company is considering a name change to better reflect its diverse business operations [2] - The company’s production and operations are normal despite the controlling shareholder's share pledge [2] Group 2: Financial Performance and Challenges - The decline in industrial data service revenue is attributed to industry challenges such as "production resilience, weak consumption, and low profits" [3] - The overall gross margin is expected to improve through enhanced data quality, service fee increases, and trade model upgrades [3] - The company acknowledges that net profit growth is primarily driven by interest from idle funds and government subsidies [3] Group 3: Future Growth and Development - The company aims to enhance its core competitiveness through technological innovation, digital transformation, and overseas market expansion [3] - The focus remains on internal growth while actively seeking acquisition opportunities [4] - The company is committed to becoming a leading integrated service provider in steel circulation by optimizing supply chain services [4]

Group 1: Business Operations - The company's main business operations include engineering construction and clean energy generation, with a strong focus on equipment manufacturing [2] - As of September 30, 2025, the total remaining contract amount for signed but uncompleted construction projects is approximately CNY 185.1 billion, and the amount for projects that have been bid but not yet signed is about CNY 26 billion [2] - The gross profit margins for construction projects in the first half of the year are as follows: residential construction at 6.84%, hydropower at 7.30%, municipal engineering at 6.47%, and an overall construction gross profit margin of 7.27% [2] Group 2: Market Opportunities - The company aims to leverage its superior qualifications in four categories and five types of engineering construction to capture opportunities in the Guangdong-Hong Kong-Macao Greater Bay Area, focusing on infrastructure projects in transportation, water conservancy, and municipal sectors [3] - The company has not yet engaged in overseas clean energy investment projects [3] Group 3: Financial Performance - The net cash flow from operating activities for the first three quarters has significantly decreased, primarily due to local government debt resolution policies and the annual budget arrangement for fiscal funds, with a concentration of payments expected by the end of 2024 [3] Group 4: Clean Energy Projects - As of September 30, the total installed capacity of clean energy projects that have been put into operation is 4.8614 million kilowatts, including hydropower (380,500 kW), wind power (772,400 kW), photovoltaic power (3,608,500 kW), and energy storage (100,000 kW) [3] - The main regions for the company's clean energy projects include Xinjiang, Gansu, Guangdong, Hunan, and Shandong [3] Group 5: Equipment Manufacturing - The company's equipment manufacturing includes clean energy equipment such as wind turbine towers, photovoltaic brackets, and construction machinery, with an annual design capacity of approximately 300,000 tons [3] Group 6: Accounts Receivable Management - The company emphasizes accounts receivable management by actively pursuing collections on construction projects, ensuring timely cash flow recovery [3]

Group 1: Future Growth Drivers - The company aims to maintain strategic focus and long-termism while expanding its core business in digital printing materials, automotive functional films, and optical and electronic functional films to ensure stable revenue, profit, and cash flow growth [2][4] - The company is exploring partnerships in new materials, new energy, semiconductor core raw materials, core components, and key equipment for multi-level cooperation with suitable targets that have good technology and operational foundations [2][4] Group 2: Current Business Performance - The company's operational performance for the first three quarters is detailed in the Q3 report released on October 28, 2025 (Announcement No. 2025-059) [2][4] - Future disclosures will be based on periodic reports or other investor relations activities [2][4] Group 3: Acquisition Progress - The company has signed a letter of intent regarding the acquisition of Shanghai Feilai Testing and will follow legal and regulatory procedures for decision-making and information disclosure [2][4] - There is uncertainty regarding the completion of the transaction, and investors are advised to invest rationally and be aware of investment risks [2][4]

Group 1: Investment Strategy - The establishment of Jiaxing Hongpu aims to enhance equity investment efforts, focusing on industrial software (CAD, CAM, CNC, CAE) and high-tech hardware (sensors, machine vision, controllers, drivers, encoders, motors) [1] - The company plans to collaborate with professional equity investment funds to set up a merger fund, leveraging external expertise for independent investment decisions within agreed parameters [1] Group 2: Robotics and Product Development - The company has recently completed the acquisition of a motor company's control rights, which specializes in brushless motors and lead screw motors, complementing the company's existing driver products [1] - There are formal bulk supply agreements in place for undisclosed clients, adhering to confidentiality agreements [2] Group 3: Performance Goals - The company aims to achieve its equity incentive targets for the year [2] - Information disclosure practices are strictly followed to ensure transparency and compliance with regulations [2]

Group 1: Strategic Transformation - The company is transitioning from a "terminal provider" to a "solution provider," with significant progress in digital transformation and industrial internet platform development in collaboration with FAW Jiefang [2] - Solutions have been implemented in Saudi Arabia for school bus tracking management, indicating a commitment to expanding business boundaries through innovative solutions [2] Group 2: Revenue and Market Performance - The company's two-wheeler IoT products have started shipping, aligning with the new national standards effective from September 1, 2025, with ongoing monitoring of market dynamics during the transitional period [3] - Revenue from South America, Oceania, and domestic markets has increased year-on-year, with notable growth in Brazil and Turkey, as well as new customer development in Algeria [3] Group 3: Financial Position and Future Plans - The company has a strong cash flow and is focusing on its core IoT terminal products and solutions, with no current plans for entering robotics or quantum communication sectors [3] - Future product matrix improvements will include vehicle insurance, automotive finance, intelligent theft prevention, and cold chain logistics monitoring, with timely disclosures of any new technology collaborations or capital operations [3]

Group 1: Revenue Structure - The company's revenue is primarily derived from two business segments: smart cards and digital identity security, with smart card business being the main source of income, dominating the revenue structure [2] - Digital security and platform business are crucial for the company's strategic transformation and have become an important part of revenue, indicating a healthy and stable business structure [2] Group 2: eSIM Development - The company has developed a comprehensive eSIM product chain, positioning itself as a leader in the eSIM technology space, which is essential for the Internet of Things (IoT) [3] - The company has overcome several key technical bottlenecks in the eSIM field, enhancing performance, security, and convenience through a digital identity lifecycle management platform [3] Group 3: Future Growth Points - The company aims to consolidate its smart card industry advantage while enhancing its core functions and expanding into new business areas such as system software platforms and IoT smart terminals [4] - Focus will be placed on strengthening digital identity capabilities and developing multi-industry application solutions to create new growth engines [4] Group 4: Chip Production - The company employs a dual-track model for chip procurement, combining self-packaging and supply chain collaboration, ensuring stable business development through a mature supply chain management system [5]

Group 1: Business Strategy and Focus Areas - The company aims to follow national industrial development policies and align with current market demands, focusing on "smart city and smart healthcare construction, operation, and service" as its strategic positioning [1] - The company is concentrating on three main business sectors: smart cities and cloud platforms, smart healthcare and big health, and green dual carbon and digital energy [2] - The strategy includes building an "AI + industry" product matrix and enhancing technical capabilities in AI, IoT, and digital twins to create differentiated advantages in professional fields [2] Group 2: Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 30,401.85 million yuan, a decrease compared to the same period in 2024 [2] - The net profit attributable to shareholders for the same period was 24.77%, indicating a turnaround from losses in the previous year [2] - The net cash flow from operating activities improved significantly, narrowing from -116 million yuan in the previous year to -34 million yuan, reflecting a 71.09% improvement [2]

Group 1: Company Development and Strategy - The company will continue to focus on organic synthesis technology and formulation development as its core capabilities, aiming for stable revenue growth across its four business segments through a combination of external cooperation and independent research and development [2] - The company plans to expand its product matrix horizontally while vertically integrating upstream raw materials to enhance its core competitiveness [2] Group 2: Financial Health - The company currently has a strong cash flow position, with specific data available in the latest periodic report [2] Group 3: Research and Development Incentives - The company places significant emphasis on encouraging innovation among R&D personnel, which is crucial for maintaining core competitiveness [3] - A practical incentive system has been developed, combining material rewards with career advancement opportunities to motivate R&D staff to undertake challenging projects [3] - The company actively provides internal and external training and technical exchange opportunities to help R&D personnel continuously improve [3]