证券代码：003009 证券简称：中天火箭 债券代码：127071 债券简称：天箭转债 陕西中天火箭技术股份有限公司 投资者关系活动记录表 4.请问公司在军贸业务方面，公司产品如何满足不同国际 客户的差异化需求？公司民品业务国际市场合作情况？ 公司针对国际客户差异化需求及市场牵引，在相关产品基 本型的基础上，开发了系列化产品满足不同客户的实际需求。 在民品业务国际市场开拓方面，公司有专业的国际销售团队， 同时与国内相关掌握海外市场资源的公司进行合作，推进民品 业务的国际市场销售。 | 5.请问军品业务增长态势如何？探空火箭未来是否有升 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 级换代计划？ | | | | | | | | 2024 | 年，公司军用小型固体火箭业务同比增长 | 50.43%， | | | | | | 整体业务在 | 2024 | 年实现增长。公司探空火箭产品已经形成从 | | | | | | 1KM | 到临近空间的系列化产品谱系，满足不同客户需求，未来 | | | | | | | 根据客户的具体要求，公司也会开展相 ...

Q：公司 2024 年业绩预告情况？ 证券代码：300953 证券简称：震裕科技 债券代码：123228 债券简称：震裕转债 宁波震裕科技股份有限公司 投资者关系活动记录表 编号：2025-005 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 及人员姓名 长江证券、中信建投证券、 海通证券 东方基金、华泰保兴、博普资产、贝莱德 时间 2025 年 4 月 2 日 地点 现场调研 上市公司接 待人员姓名 董事、副总、模具事业部总经理 周茂伟先生 董事会秘书、副总 彭勇泉先生 投资者关系活 动主要内容介 绍 风险提示： 本次调研涉及公司未来发展展望、预计及目标等均不构成本公司的 实质承诺，投资者及相关人士等均应对此保持足够的风险认识。 公司 2024 年 10 月公告依托公司在超精密机械零件设计及制造领域 沉淀的全球一流的技术能力，成立子公司作为人形机器人等新兴领域的 产业发展平台专注精密零部件的设计和制造。新兴行业的成长通常会经 历相对较长的发展周期，在发展初期营收占比较小且需要在技术研发、工 艺完善、设备选型及团队 ...

编号：20250401 | 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 □一对一沟通 | | | □其他 | | 参与单位名称及人员 | 长江证券 徐静 | | 姓名 | 财通资管 毛鼎 | | 时间 | 2025 年 4 月 1 日 | | 地点 | 董事会秘书办公室 | | 上市公司接待人员 | 公司董事会秘书、副总经理 张召平 | | 记录人 | 谢建红 | | | 一、公司基本情况介绍 | | | 公司成立于 1995 年，目前包括金属制品和化工制品两个板块的业 | | | 务。金属制品板块业务主要从事镀锌钢丝及镀锌钢绞线、钢帘线、 | | | 胶管钢丝、预应力钢绞线、金刚线等金属制品的生产和销售，产品 | | | 主要应用于电力电缆、特高压工程、汽车轮胎、橡胶软管、高速公 | | | 路、高速铁路、桥梁、水坝、陆上风塔及光伏太阳能用晶硅片切割 | | | 等领域。化工制品板块业务主要从事有机硅及其相关产品的生产和 | | | 销售，产品广泛应用于建筑、电子电气、纺 ...

Financial Performance - In 2024, the company achieved operating revenue of 7.573 billion CNY, with a new contract amount of 8.11 billion CNY and a net profit attributable to shareholders of 372 million CNY [1] - The operating cash flow was 770 million CNY, and the asset-liability ratio stood at 42.68% [1] Strategic Development - The company implemented an innovation-driven strategy, launching key investment projects such as the 10,000-ton amorphous strip project and the 2,000-ton high-end special powder project [2] - A total of 51 new patents were granted, including 1 international invention patent, and the company participated in the formulation of 20 national and industry standards [2] Core Competencies - The company leverages advanced technologies in powder metallurgy, rapid solidification, and additive manufacturing to provide customized solutions in high-end applications [3][4] - It has established a robust technical innovation system with 5 national and 20 provincial-level innovation platforms, supported by a core team of 35 PhDs and over 305 master's degree holders [4] Industry Position - The company has built a large-scale industrial cluster in the metal new materials sector, leading in product technology and capacity across multiple subfields [5] - It has received recognition as a national-level "single champion enterprise" and has multiple subsidiaries acknowledged as specialized and innovative small giants [5] Sector-Specific Performance - In the refractory tungsten and molybdenum sector, the company reported revenue of 2.022 billion CNY, with a net profit of 91.16 million CNY, while participating in 13 national-level research projects [6][7] - The rare earth permanent magnet materials sector generated revenue of 1.716 billion CNY, with a net profit of 88.21 million CNY, despite facing challenges from raw material price fluctuations [8] Future Outlook - The company aims to strengthen its market position in high-end medical equipment, semiconductors, and aerospace, while also focusing on new energy vehicles and consumer electronics [11] - It plans to enhance its technological capabilities and expand its international cooperation in the field of controlled nuclear fusion, with global investment in fusion reaching 7.1 billion USD in 2024 [10][11]

证券代码：002801 证券简称：微光股份 杭州微光电子股份有限公司 投资者关系活动记录表 编号：2025002 | | 特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活 | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | 动类别 | □现场参观 | | | | 其他 电话会议 | | | | 西南证券：邰桂龙、张艺蝶、杨浩、唐静 | | | | 创金合信基金管理有限公司：王鑫、罗水星 | | | | 东方阿尔法基金管理有限公司：周谧 | | | | 广发基金管理有限公司：柴嘉辉、曾质彬 | | | | 国泰基金管理有限公司：谢泓材 | | | | 海富通基金管理有限公司：吕越超 | | | | 华西基金管理有限公司：赵彬凯 | | | | 华夏基金管理有限公司：陈伟彦 | | | | 嘉实基金管理有限公司：延健磊、卓佳亮、武磊 | | | | 上证报：陈琪珏 | | | | 长城基金管理有限公司：余欢 | | | | 中欧基金管理有限公司：钟鸣、伊群勇 | | | | 东北证券：瞿永忠 | | | 参与单位名称 | 甬兴证券：开 ...

证券代码：301153 证券简称：中科江南 北京中科江南信息技术股份有限公司 投资者关系活动记录表 编号：2025-01 | | 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 2024 年年度业绩交流会 | | 参与单位名称及人 | 国金证券 李忠宇；华泰证券 郭雅丽；财通证券 郑元昊；中金公司 车 | | 员姓名 | 姝韵；海通证券 杨林；东方证券 浦俊懿/宋鑫宇；广发证券 吴祖鹏等 | | 42 | 人参加本次活动。 | | 时间 | 2025 年 3 月 31 日 | | 地点 | 电话会议 | | 上市公司接待人员 | 董事长 罗攀峰、董事会秘书 张驰 | | 姓名 | | | | 1、公司 2024 年度主要经营情况简介 | | | 2024 年度，公司将主营业务进行了再分类：一、支付电子化业务 | | | 中纳入支付电子化运维服务；二、原财政预算管理一体化业务升级为智 | | | 慧财政业务，包含预算管理一体化、数字财政等财政业务系统建设及运 ...

| | ☑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（ ） | | | 活动参与人员 | 广发基金 | 陈少平 | | | 景顺长城基金 | 曾理 | | | 北京清和泉资本 | 齐翔 | | | 乘是资产 | 罗敏 | | | 国海证券 | 李永磊、杨丽蓉 | | | 南方基金 | 蔡子珂 | | | 霄沣投资 | 尹霄羽 | | | 国光股份 | 董事会秘书 颜铭 | | 时间 | 2025 年 3 月 31 日 | | | 地点 | 公司龙泉办公区 | | | 形式 | 电话会议 | | | 交流内容及具 | 情况 | 一、公司董事会秘书颜铭向证券、投资机构介绍公司 2024 年经营 6.79%。自公司上 | | | 公司 2024 | 年营业收入 19.86 亿元，同比增长 | | | | 市以来持续保持增长，年复合增长率为 14.31%。2024 年农药营业 | | 体问答记录 | 收入占比约 | 68.29%，同比增长 ...

Financial Performance - In 2024, the company achieved a revenue of 10.866 billion CNY, marking a 20.16% increase, primarily driven by acquisitions and smart government projects [2] - Overseas market revenue exceeded 1.7 billion CNY, with significant projects secured in Europe, Latin America, and Asia-Pacific [3] AI Business Strategy - The company launched the "AI in all" strategy in 2025, focusing on AI upgrades across products and solutions to enhance digital transformation for banks [4] - AI financial software covers various domains, including digital channels and risk control, supporting banks in cost reduction and efficiency improvement [4] Market Expansion - The company successfully penetrated key overseas markets, achieving a market coverage in over 120 countries and serving more than 1,200 financial institutions [4] - Future plans include accelerating the establishment of sales channels and expanding into untapped markets [4] Capacity and Investment Plans - The company plans to rationally adjust capacity based on market conditions and aims to strengthen its presence in key regions [5] - Investment and acquisition strategies focus on artificial intelligence and data elements, targeting hard technology and new business models [6] Talent Development - In 2025, the company will focus on recruiting high-level talent in AI and data governance to enhance technical capabilities [6]

Group 1: Company Overview and Financial Performance - The company achieved an operating revenue of CNY 15.134 billion and a net profit attributable to shareholders of CNY 4.663 billion in 2024, with a basic earnings per share of CNY 0.8812 [2] - The total assets amounted to CNY 45.783 billion, with total liabilities of CNY 6.189 billion, maintaining a safe debt level [2] - The company produced approximately 4.96 million tons of potassium chloride and sold about 4.6728 million tons in 2024, holding a market share of around 40% in the domestic potassium chloride market [2][3] Group 2: Lithium Production and Projects - The company produced about 40,000 tons of lithium carbonate in 2024, a year-on-year increase of 10.92%, with sales reaching approximately 41,600 tons [3] - The new 40,000 tons lithium salt integrated project has a total investment optimization rate of approximately 14.58%, with a signed contract amount of CNY 4.243 billion [3][4] - The project construction is progressing well, with 55% of the overall project completed [4] Group 3: Stock and Shareholder Information - The company completed the cancellation of 141 million shares, accounting for 2.60% of the total share capital prior to cancellation [4] - The company is actively researching policies to optimize its financial structure and enhance shareholder returns, with plans for a more attractive and sustainable dividend policy [20] Group 4: Research and Development - The company invested CNY 200 million in R&D in 2024, a year-on-year increase of 50.9%, completing nearly 100 research projects and applying for 114 patents [5] - The company aims to align its R&D efforts with national strategic needs, focusing on green low-carbon and digital transformation [5] Group 5: Market Dynamics and Future Outlook - The company expects a net profit of CNY 1.13 billion to CNY 1.2 billion in Q1 2025, representing a year-on-year growth of 20.97% to 28.47% [7] - The potassium chloride market is anticipated to see price increases due to supply-demand dynamics, with China’s potassium chloride import volume reaching 12.63 million tons in 2024, a 9% increase year-on-year [13] - The company is focusing on enhancing its production capacity to meet the growing demand for potassium fertilizer, which accounts for about 25% of global consumption [11][12] Group 6: Cost Control and Efficiency Improvement - The company emphasizes cost control as a core aspect of its management strategy, aiming to enhance economic efficiency and market competitiveness [9] - Various measures are being implemented to optimize resource utilization and reduce production costs, including technological upgrades and process optimization [15][16] - The company is committed to sustainable development through efficient resource management and cost reduction strategies [18][19]

Group 1: Financial Performance - The company's net profit margin improved from 7.14% in 2023 to 11.21% in 2024, indicating a significant enhancement in profitability [3][4] - Revenue and profit both achieved double-digit growth, with profit growth outpacing revenue growth [3][4] Group 2: Future Business Plans - In 2025, the company aims to expand in high-growth sectors such as aerospace, digital economy, and emerging fields like deep-sea equipment and artificial intelligence [5][6] - The company will continue to enhance its R&D investment, focusing on "unmanned + intelligent + network + data + energy" directions [5] Group 3: Industry Outlook - The company maintains an optimistic outlook for its main downstream industries, including special industries, automotive, and new energy sectors [6][7] - The automotive sector is transitioning from price competition to quality and technology competition, with a strong focus on electric vehicles [6][7] Group 4: Data Science and Digitalization - The data science business is projected to grow by approximately 29% in 2024, driven by increasing demand for data security and digital economy services [7][8] - The company is enhancing its digital production and management systems to improve operational efficiency and reduce costs [8][9] Group 5: Workforce Management - The company plans to maintain a stable workforce while optimizing personnel structure to enhance operational efficiency [9] - Future recruitment will focus on emerging industries and innovation capabilities, with a goal of keeping personnel cost growth below revenue growth [9] Group 6: Aerospace Sector Development - The company is developing a comprehensive service platform for low-altitude economy, civil aviation, and commercial aerospace, aiming to enhance quality assurance in these sectors [10][11] - It is involved in various projects related to the C919 aircraft and satellite communication systems, ensuring quality control throughout the lifecycle [10][11] Group 7: Integrated Circuit Business - The integrated circuit testing and analysis business achieved revenue of 255.70 million in 2024, with a year-on-year growth of 26.28% [11] - The company is focusing on advanced semiconductor testing capabilities and developing technologies for high-performance chips [11]