证券代码：301115 证券简称：联检科技 联检（江苏）科技股份有限公司 投资者关系活动记录表 编号：2025-002 | | ☐特定对象调研 ☐分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | 媒体采访 ☐业绩说明会 | | | 别 | ☐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） | | | | 浙商证券 宋伟；长江证券 贾少波、李想；国盛证券 李枫婷；华泰证券 高峰； | | | | 广发证券 尉凯旋；西部证券 郭好格；东吴证券 陆韫龙、房大磊；东方财富 | 陈 | | | 怡洁；财通证券 何兵；民生证券 占豪；上海证券 王亚琪；东海证券 王敏君； | | | | 华安证券 喻明；中银国际证券 曹鸿生；太平洋证券 张凤琳；上海证券报 | 英 | | 参与单位名称及人 | 喆、邱思雨；证券日报 蒋远函、李亚男；证券时报 袁源；财联社 武超；时 | | | 员姓名 | 代周报 韩迅；国际金融报 王莹；东方财富 潘黎敏；苏锡常资本圈 陈爱军； | | | | 南京深之水 包雨珊；上海曜与基金 徐亦辰；上海曜与基金 ...

证券代码：000591 证券简称：太阳能 中节能太阳能股份有限公司 投资者关系活动记录表 编号：2025-05 | | ☑特定对象调研 □分析师会议 | | | --- | --- | --- | | 投 资 者 关 系 活 动 类 | □媒体采访 □业绩说明会 | | | 别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 国信证券、中国银河证券、东海证券、国泰君安证券、安信证券、 | | | 参 与 单 位 | 民生证券、东方财富证券、信达证券、财通证券、景顺长城基金、 鸿运私募基金、中天汇富基金、上海禾升投资、耕霁(上海)投资、 前海钰锦投资、上海玄卜投资、明世伙伴私募、红杉资本(天津)、 | | | 名 称 及 人 员姓名 | 上海天猊投资、橡果资管、正圆私募基金、上海嘉世私募、尚诚资 管、太保资管、平安银行、中信期货、度势投资、睿澜投资、进门 | | | | 财经科技、果行育德、顶天投资 | | | 时间 | 2025 年 5 20 日 (周二) 上午 10：00~11：00 | 月 | | 地点 | 线上调研 | | | 公 司 接 待 | 副总经理、董事会秘书、 ...

R&D Investment and Financial Performance - In 2024, the company plans to invest CNY 23.65 million in R&D, accounting for 4.59% of total revenue [2] - The company reported a revenue of CNY 515 million in 2024, a decrease of 6.55% compared to the previous year [3] - The net profit for Q1 2025 was CNY -22.72 million, a reduction in losses by 7.6% year-on-year [11] Market Strategy and Product Development - Future R&D will focus on downstream products of phosgene, pharmaceutical/agricultural intermediates, and electronic chemicals [2] - The company aims to increase its market share in electronic chemicals, with projected revenues of CNY 18.53 million in 2023 and CNY 30.11 million in 2024 [2] - The company is exploring new business growth points and optimizing asset structure to enhance competitiveness [6] Operational Challenges and Management Response - The company faced operational challenges due to a decline in the food additive business and changes in the consolidation scope from selling equity [3] - Management is implementing a "1+N" control strategy to reduce costs and improve efficiency, resulting in an increase in overall gross margin [3] - The company is actively pursuing legal action regarding performance compensation claims against a major shareholder [5] Corporate Governance and Future Outlook - The company has no current plans for stock issuance or major restructuring [12] - The management emphasizes the importance of solid business foundations and efficient operations for market value growth [6] - The company is committed to enhancing its governance structure and ensuring compliance with legal requirements [8] Industry Context and Competitive Landscape - The fine chemical industry is experiencing structural differentiation, with some sectors benefiting from high demand while others face cost pressures [13] - The company recognizes the importance of technological innovation and green transformation in navigating industry challenges [18]

Group 1: Company Overview - Zhejiang Tiantian Technology Co., Ltd. is involved in lithium production, with a focus on expanding its new energy business [1][2]. - The company’s Hujiang factory commenced operations in the first half of 2022, with trial production of lithium metal lines starting in October 2024 [2][3]. Group 2: Production Capacity and Future Plans - The company plans to begin trial production of lithium chloride and battery-grade lithium carbonate lines soon, aiming for a significant increase in lithium compound production capacity [2][3]. - Once fully operational, the lithium production capacity is expected to achieve a leap forward, laying a solid foundation for future expansion in the new energy sector [3]. Group 3: Applications of Lithium Products - Lithium metal is categorized into industrial-grade and battery-grade, with the latter primarily used as anode material in new energy solid-state batteries [3]. - The energy density of lithium metal makes it a promising candidate for solid-state battery anodes, especially for batteries exceeding 400 Wh/kg, enhancing energy density and endurance [3]. Group 4: Customer Base and Market Expansion - The company has established connections with various downstream customers, including lithium battery cell manufacturers, pharmaceutical companies, synthetic rubber firms, and electronic material enterprises [3]. - Ongoing efforts are being made to actively expand the customer base within the industry [3].

证券代码：300543证券简称：朗科智能 深圳市朗科智能电气股份有限公司 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 R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） | | | 线上参与公司2024年度业绩说明会的投资者 | | 参与单位名称及人员姓名 | | | 时间 | 2025年05月20日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长、总经理 陈静 | | | 独立董事 谢玲敏 | | 上市公司接待人员姓名 | 财务总监 钟红兵 | | | 董事会秘书 李想 | | | 1.智能控制器产品在机器人应用方面已研发送样，目前送样产品 | | | 的主要功能和技术指标有哪些？与市场上同类竞品相比，有何优 | | 投资者关系活动主要内容 | 势？ | | 介绍 | 答:尊敬的投资者您好！目前相关产品主要用于驱动控制，感谢 | | | 您对 ...

Group 1: Company Overview and Strategic Initiatives - The company established a subsidiary in 2021 for solid-state battery materials, focusing on sulfide routes with three products developed: high-purity lithium sulfide, sulfide solid electrolyte, and sulfide electrolyte membrane [2] - The pilot production line for sulfide solid electrolyte materials in Yuxi, Yunnan, is designed for an annual capacity of approximately 1,000 tons, with phased construction [2] - The market for solid-state batteries is currently limited due to high costs, with liquid lithium batteries and semi-solid batteries dominating, although niche applications in military, aerospace, and deep-sea sectors are anticipated [2] Group 2: Production and Supply Agreements - In November 2021, the company formed a joint venture for semi-solid battery separator production, with two production lines currently operational [3] - A procurement framework agreement was signed in January 2025 with Beijing Weilan, committing to supply 80% of its material needs for semi-solid and solid-state battery electrolytes from the company [3] - From 2025 to 2030, the expected total orders for semi-solid and solid-state battery electrolyte separators are projected to exceed 300 million square meters and 100 tons, respectively [3] Group 3: Product Development and Performance - The company has achieved a purity of 99.9% for its lithium sulfide products, with production capacity reaching the hundred-ton level [4] - Recent advancements in solid electrolyte technology have reduced particle size to 300 nm while maintaining an ionic conductivity of over 6 mS/cm, which is considered high in the industry [5] - Smaller particle sizes enhance battery performance by reducing interfacial resistance and increasing energy density, while also minimizing lithium dendrite formation [6] Group 4: Manufacturing Techniques and Quality Control - The solid electrolyte membrane is produced by mixing sulfide solid electrolyte, solvent, and binder, then applying it to a PET film using a roller pressing method, achieving a thickness of 30 µm and ionic conductivity above 3 mS/cm [7] - The optimal porosity for solid electrolyte membranes is below 5% to effectively prevent lithium dendrite formation [8] - The company employs solid-phase synthesis for electrolyte preparation, which is safer and environmentally friendly, resulting in higher conductivity compared to liquid and gas-phase methods [9]

Group 1: AI Applications and Marketing Strategies - Liou Digital focuses on deep integration of AI with marketing business, leveraging its proprietary AIGC platform "LEO AIAD" to enhance operational efficiency and marketing effectiveness [2] - The company is developing specialized AI agents across the entire marketing chain, including strategy, creative production, and user operations, to improve efficiency and reduce workload for employees [3] - Liou Digital's support for the MCP protocol aims to standardize system integration for various AI applications, facilitating the intelligent transformation of marketing services [3] Group 2: Product Development and Green Initiatives - In response to the dual carbon strategy, Liou Pump Industry is developing intelligent water-saving and energy-efficient products, including permanent magnet intelligent multi-stage centrifugal pumps [4] - The company is shifting towards integrated solutions, offering comprehensive wastewater treatment and water recycling systems to meet the growing demand for sustainability [4] - A dedicated energy-saving transformation department has been established to provide customized solutions, enhancing equipment performance and economic benefits for clients [4] Group 3: Financial Investments and Stock Holdings - As of now, the company holds less than 10 million ADS of Li Auto stock, which has a temporary impact on net profit due to stock price fluctuations [5] - The company has realized significant investment gains from previously sold Li Auto shares, providing a solid financial foundation for future business development [5] Group 4: AI Integration in Manufacturing - Liou Pump Industry is exploring the integration of AI in product design, manufacturing, and operational services to transition from traditional manufacturing to "smart manufacturing" [4] Group 5: Business Structure and Market Position - The pump industry remains a core business for the company, with a stable growth trajectory over the past decades, while digital marketing supports market expansion and brand enhancement [7] - The company plans to maintain a dual focus on mechanical manufacturing and digital marketing, ensuring collaborative development between the two sectors [7] Group 6: Future AI Development and M&A Plans - A dedicated AI R&D team has been established, with future investments in AI technology driven by business needs [8] - The company is actively seeking potential partnerships or acquisition opportunities in the AI and marketing integration space [9]

Group 1: Company Overview and Investor Relations - The investor relations activity involved a specific audience survey with participation from various fund managers and investment firms [3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19] - The meeting took place on May 20, 2025, via an online conference [6][8] Group 2: 3D Printing Business Insights - The company has a strong technical foundation in 3D printing, originating from research at Huazhong University of Science and Technology since the 1990s, achieving significant milestones in SLM technology [8][9] - The global market for 3D printing is projected to reach approximately $110 billion by 2025, with expectations to grow to around $500 billion by 2030 [12][13] - The company aims to enhance its core competitiveness by expanding into various sectors, including 3C electronics, automotive electronics, and medical applications [13][14] Group 3: Strategic Partnerships and Market Position - The partnership with Lika Precision aims to leverage both companies' strengths to accelerate product development and meet market demands for customized products [9][10] - The company has established collaborations with leading global brands and domestic 3C companies, with several products already in the validation phase [14][15] Group 4: Competitive Advantages - The company possesses comprehensive control over core technologies, including materials, light sources, and automated production lines, enabling it to offer cost-effective solutions in the 3C industry [15][16] - The company has a strong track record in the 3C manufacturing sector, ensuring agile responses to rapidly changing market demands [15][17] Group 5: Business Performance and Future Outlook - The company reported rapid growth in its sensing and laser + intelligent manufacturing businesses, with a significant increase in orders for optical modules [17][18] - The company anticipates continued growth in the electric vehicle sector, supported by strategic partnerships and new product launches [18][19]

中船汉光科技股份有限公司投资者关系活动记录表 编号：2025-002 | | □媒体采访 ✔业绩说明会 | | □特定对象调研 | | □分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者关系活动类 | | | | | | | | | | | 别 | □新闻发布会 □路演活动 | | | | | | | | | | | □现场参观 | | | | | | | | | | | □其他 | | | | | | | | | | 参与单位名称及人员 | 通 过 " 上 海 证 券 交 易 所 上 证 中 心 | | | | | | 路 | 演 | " | | 姓名 | （https://roadshow.sseinfo.com）参与中船集团控股上市公司 | | | | | | | | | | | 年度集体业绩说明会暨 年第一季度业绩说明会的 2024 2025 | | | | | | | | | | | 投资者 | | | | | | | | | | 时间 | 2025 年 5 月 20 日 (周二) ...

证券代码：301231 证券简称：荣信文化 荣信教育文化产业发展股份有限公司 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 投资者网上提问 时间 2025 年 5 月 20 日 15:00—17:00 地点 公司通过全景网"投资者关系互动平台"（http://rs.p5w.net）采用 网络远程的方式召开业绩说明会 公司接待人员 姓名 1.董事长、总经理：王艺桦 2.副董事长、董事会秘书：蔡红 3.独立董事：刘风云、任海云、杨建君 4.财务总监：王小敏 4.保荐代表人：王丹彤 投资者关系活动 主要内容介绍 公司参加"2025 年陕西辖区上市公司投资者集体接待日暨 2024 年 度业绩说明会活动"，就投资者在本次业绩说明会中提出的问题在网上 进行了回复，主要内容如下： 1.2024 年公司研发费用是多少？公司如何评估内容创新与技术投 入的匹配度？是否有针对 AR/VR 图书、AI 辅助创作等前沿技术的研发管 线？研发成果转化为实际 ...