Group 1: Financial Performance - The company achieved a total revenue of 10.158 billion yuan in 2024, representing a year-on-year growth of 42.33% [6] - The automotive electronics business generated revenue of 7.603 billion yuan, with a growth rate of 57.55% [6] - The net profit attributable to shareholders reached 651 million yuan, an increase of 40.13% year-on-year [6] - The net profit after deducting non-recurring items was 632 million yuan, reflecting a growth of 43.47% [6] Group 2: Business Expansion and Capacity - The company is expanding its production capacity to meet the growing demand in automotive electronics and precision die-casting [6] - New production facilities for automotive electronics and precision die-casting have been established in Huizhou and Zhejiang, respectively [6] - The company has initiated capacity construction in multiple locations, including Guangdong, Zhejiang, and Jiangsu [6] Group 3: Customer Base and Market Development - The customer base for the automotive electronics business has diversified, with significant new projects from major clients such as Chery, Geely, and NIO [6] - The company has made progress in securing projects with international automotive groups, including Volkswagen and Ford [6] - The number of major clients has increased, with a balanced distribution among the top five clients [6] Group 4: Product Innovation - The company launched the VPD (Virtual Panoramic Display) product, which offers an expanded field of view and integrates various information displays [7] - The VPD product is expected to enter mass production within the year [7] - The company continues to enhance its product line in smart cockpit and smart driving solutions, maintaining a competitive edge in the market [8] Group 5: Financial Provisions - The company increased its credit and asset impairment provisions to 185.8922 million yuan, up by 72.7835 million yuan from the previous year [8] - The increase in provisions is attributed to a significant rise in revenue and the corresponding growth in receivables and inventory [8]

证券代码：002683 证券简称：广东宏大 2025-002 广东宏大控股集团股份有限公司投资者关系活动记录表 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（电话会议） 参与单位名称及人 员姓名 中泰证券 曹惠 国泰君安 钱伟伦 兴业基金 代鹏举 大成基金 刘芳琳 浦银安盛 赵显宁 戴晨阳 时间 2025年4月1日 地点 广东宏大控股集团股份有限公司 上市公司接待人员 姓名 副总经理兼董事会秘书 郑少娟 投资者关系活动主 要内容介绍 公司介绍了2024年业绩情况，公司实现营业收入136.52亿元，较2023 年度同比增长17.61%；实现归母净利润8.98亿元，较2023年度同比增长 25.39%；2024年度经营活动产生的现金流量净额17.76亿元，较2023年度同 比增长25.87%。 公司矿服板块实现营业收入108.11亿元，较2023年度同比增长 21.01%，毛利率17.72%，毛利水平较为稳定。矿服业绩增长主要原因系公 司紧跟产业政策，持续加大重要地区市场投入，重点开拓富矿带区域市场， 并加快进行国际化布局，公司矿服板块规模 ...

Group 1: Company Performance Overview - In 2024, the company achieved operating revenue of 7.573 billion CNY, with a net profit of 372 million CNY and a cash flow from operations of 770 million CNY [1] - The new contract amount reached 8.11 billion CNY, indicating a strong demand for the company's services [1] - The asset-liability ratio stood at 42.68%, reflecting stable capital structure and improved operational quality [2] Group 2: Strategic Development and Innovation - The company has implemented a strategic management system that promotes in-depth industry research and optimization of business units, enhancing sustainable high-quality development [3] - Key investment projects include the 10,000-ton amorphous strip project and the 2,000-ton high-end special powder project, aimed at meeting high-end market demands [3] - The company has identified 8 key technology areas and 106 technology directions for future innovation, resulting in 51 new patents granted in the year [3] Group 3: Rare Earth Permanent Magnet Materials - The company’s NdFeB permanent magnet materials achieved operating revenue of 1.716 billion CNY, with a net profit of 88.21 million CNY, despite a decline due to raw material price fluctuations [4] - The production capacity for high-end rare earth permanent magnet products reached 10,000 tons, with a total capacity exceeding 12,000 tons [4] - The company has established collaborations with universities and research institutes to drive product innovation in emerging fields [4] Group 4: Amorphous and Nanocrystalline Materials - In 2024, the amorphous materials segment signed contracts worth 1.17 billion CNY, marking a 33% year-on-year increase, with operating revenue of 974 million CNY [5] - The production volume of amorphous products exceeded 30,000 tons, reflecting a 65% increase [6] - The company is investing in a new 10,000-ton amorphous strip project to meet market demands for energy-efficient transformers [6] Group 5: Nuclear Fusion Technology - The company is the first in China to produce fusion tungsten-copper filters, with a complete technology chain from raw materials to component delivery [7] - Global investment in nuclear fusion reached 7.1 billion USD in 2024, with a 9 billion USD increase from 2023 [7] - The company aims to enhance its core technologies in fusion products and expand international cooperation for future commercialization [8]

| 投资者关系活 | □ 特定对象调研 √ 分析师会议 | | --- | --- | | 动类别 | 媒体采访 业绩说明会 □ □ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （电话会议） | | 参与单位名称 | 参会名单详见附件 | | 及人员姓名 | | | 时间 | 2025 年 3 月 28 日 19:30-20:30 | | 地点 | 线上：电话会议 | | 上市公司接待 | 1、董事会秘书兼财务总监 程秋高 | | 人员姓名 | 2、证券事务代表 王锐 | | | 1、 公司 2024 年四季度利润下降的主要原因是什么？ | | | 四季度利润下降主要有三个原因：（一）四季度毛利率环比下 | | | 滑近 2%。由于收入结构变化，新能源业务占比提升，其毛利率 | | | 相对较低，而原本占比较高、毛利高的房地产行业收入下滑， | | | 导致整体毛利率下降；（二）四季度管理费用增加。海盐园区 | | | 二期四季度转固项目增多，导致折旧费用相应增加；（三）四 | | 投资者关系活 | 季度营销及研发费用投入增加。公司加强在新品研发、客户触 | | ...

中孚信息股份有限公司 投资者关系活动记录表 证券代码：300659 证券简称：中孚信息 编号：2025- 001 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体调研  业绩说明会 | | 活动类别 | 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） | | 参与单位名称及人 | 兴业证券股份有限公司蒋佳霖、孙乾，浙江浩一投资管理有限公司王善 | | | 勇，泰康基金管理有限公司何羽，华宝兴业基金管理有限公司郑雯，上海 | | | 峰岚资产管理有限公司蔡荣转，惠升基金管理有限责任公司黄兹睿，海通 | | | 国际资产管理(香港)有限公司黄礼琛，华泰柏瑞基金管理有限公司杜聪， | | 员姓名 | 上海彤源投资发展有限公司张乐，上海光大证券资产管理有限公司李公 | | | 民，长城财富保险资产管理股份有限公司杨海达，兴银理财有限责任公司 | | | 江耀堃，嘉实基金管理有限公司李涛。 | | 时间 | 2025 年 3 月 31 日上午 8:30-9:30 | | 地点 | 电话会议 | | 上市公司接待 | 副总经理、财务总监 ...

Group 1: Company Overview and Performance - In 2024, the company achieved a revenue of 7.929 billion CNY, representing a year-on-year growth of 33.80% [3] - The OLED mobile panel demand improved due to the recovery in the downstream consumer electronics industry, leading to an increase in product prices [2] - The company focused on optimizing product structure and enhancing supply to key customers, resulting in a significant increase in shipment volume [2] Group 2: Production Capacity and Technology - The company’s Kunshan 5.5-generation AMOLED production line continues to optimize product structure and upgrade capacity, while the 6th-generation flexible AMOLED production line in Gu'an maintains a high utilization rate [2] - The company is actively releasing production capacity for low-power dynamic refresh rate technology and foldable products, supplying multiple high-end products [2] - The global AMOLED market is expected to grow, with a projected compound annual growth rate (CAGR) of 56% for IT product AMOLED panel shipments and 49% for automotive display AMOLED panel shipments from 2023 to 2028 [5] Group 3: Strategic Initiatives and Customer Relations - The company is enhancing customer experience and expanding its diversified brand customer base, while deepening cooperation with leading brands such as Honor, Xiaomi, OPPO, and Google [2][3] - The company is focusing on improving profitability through innovation, optimizing product structure, and enhancing delivery and customer service capabilities [6][7] - The localization of the supply chain is being strengthened, with significant improvements in the local sourcing rate compared to the previous year [7]

编号：2025002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 （电话会议） | | 参与单位名称及 | 中金公司汤亚玮&卢璐&张瑾瑜、天风（上海）证券资产管理 | | 人员姓名 | 冯煊&吴鸿霖、长城基金管理柴程、奕金安投资吕毅林、瑞 | | | 银证券潘人怡&陈程智、交银施罗德基金管理梁简泓、国联 | | | 民生证券崔甜甜、中国人保资产管理钱旖昕&王丽雯、中银 | | | 基金管理刘腾、建信基金管理杨荔媛、易方达基金管理侯劲 | | | 羽、嘉实基金管理谭丽、BAILLIE GIFFORD & CO Louise Lin | | | 等。 | | | 国泰君安蔡雯娟&樊夏俐&谢丛睿&曲世强&李汉颖、永赢基 | | | 金管理朱怡丞、鹏华基金管理范晶伟&高亦博、汇添富基金 | | | 管理劳杰男&董霄、摩根士丹利基金管理隋思誉、平安基金 | | | 管理杨成、华夏基金管理张木、南方基金管理王芝文、中意 | | | 资产管理马保良、工银瑞信基金 ...

Group 1: Company Growth and Financial Targets - The company plans to launch an equity incentive plan by the end of 2024, targeting an average growth rate of 15% for revenue and over 20% for net profit excluding non-recurring items, reflecting confidence in future development [2] - Key growth areas for 2025 include the basic sector, lithium battery tools, home appliances, digital energy, and smart vehicles, with expectations for healthy growth across these segments [2] Group 2: Robotics and AI Product Development - The company is focusing on AI products, with expectations for rapid market promotion in 2025, moving from initial development to broader market adoption [3] - AI lawnmowers are being introduced to the European and American markets, automating tasks that previously required high labor costs, showcasing advancements in navigation and collision avoidance technology [3] - The humanoid robot sector is being developed with a focus on hollow cup motors, with significant progress in product development and market application anticipated [4][5] Group 3: Financial Performance and Margins - The company's gross margin has shown a steady increase from 20.14% in 2022 to 22.97% in 2024, with expectations for continued improvement in 2025 through new product launches and cost reduction measures [6] - Fluctuations in gross margin are attributed to changes in customer and product structure, as well as accounting policy adjustments [6] Group 4: Competitive Advantages and Market Position - The company has established a competitive edge in the hollow cup motor market, with a 100% year-on-year increase in shipments, totaling 3.53 million units in 2024 [7] - The company is recognized for breaking the monopoly in the hollow cup motor sector and has developed a comprehensive technical capability from design to mass production [7] Group 5: Regulatory and Market Challenges - The impact of the EU's Forced Labor Law on the company is expected to be limited, as the majority of revenue comes from diverse international markets [8] - The company is actively pursuing digital transformation and operational efficiency improvements to mitigate potential impacts from trade tensions and tariffs [8]

四川国光农化股份有限公司 投资者关系活动记录表 四川国光农化股份有限公司 投资者关系活动记录表 | | 华泰资产管理有限公司 杨林夕 | | --- | --- | | | 建信保险资产管理有限公司 班培琪 | | | 国光股份 证券事务代表 李超 | | 时间 | 2025 年 3 月 27 日 | | 地点 | 公司龙泉办公区 | | 形式 | 电话会议 | | | 一、公司证券事务代表李超向证券、投资机构介绍公司 2024 年经 | | | 营情况 | | | 公司 2024 年营业收入 19.86 亿元，同比增长 6.79%。其中，农 | | | 药营业收入占比约 68.29%，同比增长 7.86%；肥料营业收入占比约 | | | 26.27%，同比增长 7.3%。 | | | 公司 2024 年综合毛利率 45.56%，同比增长 3.87 个百分点。其 | | | 中农药毛利率 49.19%，同比增长 5.28 个百分点；肥料毛利率 | | | 36.31%，同比增长 0.69 个百分点。 | | | 公司 2024 年实现归属于上市公司股东净利润 3.67 亿元，同比 | | | 增长 21.52 ...

证券代码：000795 证券简称：英洛华 英洛华科技股份有限公司投资者关系活动记录表 编号：2025-05 4、健康器材业务发展情况？未来发展规划如何？ 答：公司健康器材产品目前主要是电动轮椅、电动代步车， 主要采用铁制、铝制以及碳纤、镁合金等材质，定位以中高端 为主。2024 年，公司对英洛华品牌形象进行了升级，在国内主 要以天猫、京东、拼多多、抖音等线上渠道销售为主，做好国 内自有品牌；海外主要是 ODM、OEM。海外业务占比约百分 之七八十。 未来将持续深耕产品和市场，推进新材料、新工艺的应用 以及新款式、新功能的开发，围绕康养进一步扩充产品品类。 5、电子声学业务未来有何发展规划？ 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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 秘银投资：倪臻 中财招商：吴宏美 九慕资产：叶晨辉 凤凰高研院：张夏意 和谐春秋：陈蕾蕾 新都金控：吴浩博、陈艺凡 杭州金投：庞京财 吉翱基金：张馨邈、王铭尉 浙江省上市与并购联合会：郎静尔 浙商证券：赵剑飞、徐坤隆、赵超琳、周琴 时间 2025 年 3 ...