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]

Group 1: Industry Outlook and Performance Expectations - The domestic engineering machinery market is expected to enter a new upward cycle in 2025, driven by natural equipment updates and favorable policies, with a projected revenue of CNY 34.6 billion and an increase in net profit margin by over 1 percentage point [3] - Overseas demand is anticipated to continue declining but at a slower rate, with emerging markets maintaining moderate to high growth [3] Group 2: Financial Performance and Margins - The company's gross margin decreased in Q4 2024 due to new accounting standards, but it is expected to improve under previous accounting policies [3] - The company achieved a 20% increase in overseas revenue in 2024, outperforming the industry by 22 percentage points [3] Group 3: Strategic Development and Market Position - The company has a comprehensive mining equipment matrix and plans to launch a 200-ton mining excavator in H1 2025, with a focus on internationalization and intelligent solutions [6] - The company maintains a leading market share in electric loaders, with a projected 500% increase in overseas sales in 2024 [4] Group 4: Cost Management and Profitability - A strategic cost control system will be established to enhance profitability, focusing on R&D, procurement, and manufacturing [7] - The company aims to maintain a dividend payout ratio of over 40%, with a 2023 dividend rate of 45% [8] Group 5: Risk Management and Asset Quality - In 2024, credit and asset impairment losses were CNY 579 million, accounting for 2% of revenue, showing significant improvement from 2023 [9] - The company plans to enhance risk management and optimize asset quality as key operational goals for 2025 [9]

证券代码：300353 证券简称：东土科技 北京东土科技股份有限公司 投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | √现场参观 | | | □其他 （请文字说明其他活动内容） | | | 1. 暖逸欣投资管理有限公司 刘记龙 | | 参与单位名 | 2. 诺安基金 邓心怡 | | 称及人员姓 | 3. 禧悦私募基金管理有限公司 王秀平 | | 名 | 4. 益民基金 高喜阳 | | | 5. 华夏基金 张千洋 | | | 6. 诺安基金 杨靖康 | | | 7. 中再资产 孙博睿 | | | 8. 新华基金 张帅 | | | 9. 金鹰基金 田啸 | | | 10. 世纪金源集团 许晓航 | | | 11.真科基金 张聪 | | | 12.民生证券 金郁欣 | | 时间 | 2025 年 4 月 1 日下午 13：00 | | 地点 | 北京东土科技股份有限公司 15 层会议室 | | 上市公司接 待人员姓名 | 投资者关系总监潘俊、解决方案专家周爱平、证券事 ...

| | 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 （请文字说明其他活动内容） | | | 长江证券、广发证券、国海证券、华创证券、华源证券、申万宏 源证券、中金公司、中信证券、中信建投证券、浙商证券、信达 | | 参与单位名 | | | 称及人员姓 | 证券、国信证券、天风证券、中欧基金、兴全基金、睿远基金、 | | | 博道基金、民生加银基金、国联安基金、鹏扬基金、华富基金、 | | 名 | 东方资管、民生基金、证券时报、人民日报社、中国证券报等 60 | | | 家机构和媒体 | | 时间 | 2025 年 4 月 1 日 13:00-18:00 | | 地点 | 杭州 | | | 1、 副总经理兼财务负责人梁波 2、 浙江省区总经理常亮 | | 上市公司接 | | | | 3、 独立董事杨芳 | | 待人员姓名 | 4、 董事会秘书郭林 | | | 5、 IR 负责人何敏 | | | 本次交流活动，公司对总部及浙江省区基本情况进行了介绍，带 | | ...

证券简称：钧达股份 证券代码：002865 海南钧达新能源科技股份有限公司 投资者关系活动记录表 编号：2025-002 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 万家基金王立晟；富国基金李可伦；中欧基金马文文；景顺长城 基金刘龙威；银华基金范昭楠；博时基金冯圣阳；富安达基金栾 庆帅；中信建投基金周紫光；中银基金时文博；交银施罗德基金 傅爱兵；招商信诺柴若琪；国金资管张雅楠；西安博成基金沈江 华；东证资管樊孝林；建信基金蒋超；正圆投资张琮；中金资管 周科帆；国君资管张晨洁；紫金信托魏宁伟；华西证券黄明汉； 建信养老胡杨；华宝基金刘赛赛；富荣基金钟津莹；国信资管延 姣阳；工银安盛资管甘晓瑶；国金证券张嘉文；民生证券邓永康； 平安养老张甡；混沌投资董远涵等。 时间 2025 年 4 月 1 日 (周二) 16:00～17:00 上市公司接待人员姓名 副董事长、副总经理郑洪伟；董事、董事会秘书郑彤；投资者关 系总监刘双；证券事务代表陈伟。 投资者关系活动主要内容介 绍 一、投资者交流情况 ...

Group 1: Financial Performance - The company's overall gross margin decreased by 1.56% compared to the previous year, with the chemical fiber and new chemical materials segments increasing by 1.16% and 3.12% respectively, while the basic chemical products segment saw a decline of 8.76% [1] - The decline in the basic chemical products segment's gross margin is attributed to a supply-demand imbalance in adipic acid, leading to a significant drop in profitability [1] Group 2: Project Updates - The company is actively progressing with its restructuring project, with due diligence and related work proceeding normally [2] - The remaining 150,000 tons of the fundraising project is on schedule, with expected launches between 2025 and 2026 [2] - The BDO and PTMEG projects are advancing in an orderly manner, with updates to be provided in future announcements [3] Group 3: Market Outlook - The company maintains a positive outlook on the future demand for spandex, driven by changing consumer preferences and an expanding application range [2] - The spandex market is characterized by high competition, with prices closely tied to supply and demand dynamics [2] Group 4: Cost and Production Efficiency - New production capacity is expected to lower costs due to more economical and environmentally friendly processes compared to older capacities [2] - The Chongqing base demonstrates competitive advantages through scale, energy efficiency, high automation rates, and integrated industrial chains [3] Group 5: Inventory and Dividends - The current industry inventory stands at approximately 50 days, while the company's inventory is around 20 days [3] - The company plans to implement a stable and reasonable dividend distribution policy to protect shareholder rights and enhance long-term value sharing with investors [3]

浙江伟星实业发展股份有限公司 投资者关系活动记录表 证券代码：002003 证券简称：伟星股份 编号：2024-007 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | √其他：电话会议 | | | 嘉实基金：谭丽 | | | | 兴证全球基金：李君、伍修毅 | | | | 大家资产：钱怡 | | | | 长江证券：于旭辉、柯睿 | | | | 海通证券：梁希 | | | | HSBC：薛丹彬 | | | | IDG：闫树仁 | | | | Pinpoint Asset Management：张凤涛 | | | | Capital Research & Management：Jackson Hui | | | | 京管泰富基金：王欣伟 | | | | 颐和久富：米永峰 | | | | 博时基金：王佳敏 | | | | 东方阿尔法基金：钱文静 | | | | 东方证券：施红梅、朱炎、王树娟 | | | | 东证资管：唐亮 | | | 参与单位名称及 ...

Financial Performance - The company achieved a revenue of 3,157.47 million yuan in 2024, a year-on-year increase of 12.14% [1] - Revenue from lubricant additive products was 3,072.77 million yuan, up 12.64% year-on-year, while revenue from carbonless paper color developers decreased by 16.69% to 40.43 million yuan [1] - Net profit attributable to ordinary shareholders was 722.49 million yuan, reflecting a growth of 19.13% [1] - The net cash flow from operating activities was 435.70 million yuan, down 31.89% year-on-year [1] - The net assets attributable to the parent company increased by 6.78% to 3,344.60 million yuan [1] Strategic Initiatives - The company is focusing on global expansion and transitioning its customer base from small to large international clients [1][2] - Establishment of overseas warehouses in Singapore, Dubai, and Belgium to enhance customer supply chain efficiency [1] - Formation of a technical committee to guide technological advancements and a sales committee to implement international strategies [3] Product Development and Market Position - Continuous improvement in product offerings with lower dosage, energy-saving, and higher standard test reports from third-party testing agencies [2] - The company aims to enhance its core competitiveness through ongoing product innovation and meeting customized demands of key clients [2] - The sales strategy for 2025 includes strengthening the foundation and increasing sales to international top-tier clients [7] Financial Management and Shareholder Returns - Cash dividends for 2024 amounted to 340 million yuan, a decrease from previous years, attributed to share buybacks totaling approximately 228 million yuan [5] - The company has maintained a cash dividend payout ratio of about 60% of net profit since its listing [5] - Future dividends will depend on the absence of major investment plans or cash expenditures [5] Challenges and Responses - Increase in accounts receivable due to new customer acquisition and delayed payments from clients amid international instability [4] - The company is implementing measures to optimize customer structure and improve accounts receivable turnover [4] - Raw material costs are influenced by supply-demand dynamics rather than solely by crude oil price fluctuations [6] Future Outlook - The company plans to enhance its technological innovation and sustainable development capabilities, focusing on environmentally friendly and high-performance products [8] - Aiming to achieve a production capacity of over 700,000 tons in the lubricant additive sector, with a strategy to build a global sales system [7][8]

Group 1: Company Achievements - Recognized as a "Leader" in the Central Bank's Fintech "Pioneer" program for three consecutive years [2] - Ranked among the top 10 Fintech service providers, with core business and channel management leading the industry [2] - Accumulated 2,361 software copyrights and patents, showcasing technological leadership [2][4] Group 2: Financial Performance - Financial software revenue reached 39.62 billion [5] - Unrecognized financial software contracts amount to 36.80 billion [5] - Total financial software contracts signed amount to 22.95 billion [5] Group 3: Digital Solutions and Innovations - Enhanced digital solutions with a focus on distributed technology architecture and microservices [7] - Developed a comprehensive data management platform for financial clients, covering data aggregation, governance, and application [11] - Established a user-centric digital service capability, providing a seamless experience across various channels [15] Group 4: AI Integration and Development - AI technology is driving efficiency, user experience, risk management, and decision optimization in the financial sector [25][26] - The company is integrating general large model knowledge with specialized financial business needs to create a new technical architecture [26] - Achieved significant advancements in automated code generation and regulatory reporting through AI [28]