Group 1: Business Development Strategies - The company focuses on three major business development strategies: strengthening smart energy, stabilizing smart city initiatives, and promoting the development of new energy services [2][3] - In the smart energy sector, the company aims to innovate marketing, enhance product diversification, and improve management efficiency through digitalization and smart technology applications [3][4] - The new energy sector leverages over ten years of experience in energy storage technology to provide comprehensive solutions including solar, storage, and microgrid services [3][11] Group 2: Five Key Initiatives - The "Five Grabs Project" emphasizes strategic product development, market branding, talent cultivation, management innovation, and capital operation [4][5] - The company aims to enhance product quality and innovation while focusing on market expansion and brand awareness to drive sales growth [5][6] - A talent development system is being established to foster a skilled workforce and promote a positive corporate culture [6][7] Group 3: Management and Innovation - The company is committed to improving governance and compliance with legal standards to enhance operational efficiency [7][8] - Cost control measures and technology innovation are prioritized to maximize profits and strengthen core competitiveness [8][9] - The company encourages employee participation in innovation initiatives to foster a culture of continuous improvement [9][10] Group 4: Financial Performance and Future Plans - The company reported a turnaround to profitability in the first half of 2025, driven by improved management and strategic adjustments [10][11] - Plans for mergers and acquisitions focus on optimizing the new energy supply chain to create new profit growth points [12][13] - An international business department is being established to enhance global market presence and brand influence [13]

产品的生产制造。 2、目前公司生产的谐波减速器与哪些公司有合作？ 目前公司及子公司已与浙江五洲新春集团股份有限公司、深 圳市众擎机器人科技有限公司、埃夫特智能装备股份有限公司签 署战略合作协议，提升公司在人形机器人部件总成产品领域核心 优势，加速推动公司机器人谐波减速器及部件总成产品的生产配 套，同时公司也正在与其他机器人相关公司进行业务对接。 3、请问目前公司人形机器人在谐波减速器以外的产品上是 否有布局，产品主要应用在哪个部位？ 证券代码：000887 证券简称：中鼎股份 安徽中鼎密封件股份有限公司投资者关系活动记录表 编号：2025-003 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 华安证券 陈佳敏 华安证券 张志邦 华安证券 刘千琳 东吴证券 杨默曦 上海茂典资产 杨宇豪 时间 2025 年 7 月 17 日(周四) 地点 公司会议室 上市公司接待人 员姓名 1、证券事务代表汪松源 2、证券科长罗倩 投资者关系活动 主要内容介绍 一、公司参观 参观公司车间等； 二、交流沟通 1、请简单介绍下公司目前机器人相关产品业务 ...

证券代码：002317 编号：2025-009 广东众生药业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 | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | □现场参观 □一对一沟通 | | | □其他（ ） | | 参与单位及人员 | 易方达基金管理有限公司分析师 | | 时间 | 2025 年 07 月 18 日 10:00～11:00 | | 地点 | 众生睿创会议室 | | 形式 | 现场交流 | | 上市公司 | 1、公司董事会秘书 杨威 | | 接待人员 | 2、众生睿创总裁 陈小新 1、RAY1225注射液II期临床试验的结果。 | | | 答：RAY1225注射液是公司研发的、具有全球自主知识产 权的创新结构多肽药物，属于长效GLP-1类药物，具有GLP-1受 体和GIP受体双重激动活性，可通过刺激胰岛素分泌、延缓胃 | | | 排空等机制调节人体代谢和控制血糖，有望用于降糖、减肥、 | | 交流内容及具体 | 代谢综合征等多种代谢性疾病的治疗。RAY1225注射液治疗肥 | | ...

久祺股份有限公司投资者关系活动记录表 | 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（请文字说明其他活动内容） | | | 参与单位名称及 | 详见附件 | | | 人员姓名 | | | | 时间 | 年 月 日/18 日 2025 7 17 | | | 地点 | | 久祺股份有限公司会议室 | | 上市公司接待人 员姓名 | 1、证券代表 ：陆佳骐 | | | | 1、公司分业务模式未来增速预期如何，传统 ODM 业务如何 | | | | 实现增长？ | | | | 答： | | | | （1）、根据公司披露的 2024 年年度报告公司分业务模式增 | | | | 速情况如下： | | | | ODM 模式：2024 年 ODM 业务收入为 10.96 亿元，同比增长 | | | 投资者关系活动 | 37.10%。公司将继续依托海外市场需求恢复及研发设计能力优 | | | 主要内容介绍 | 势，通过高端产品开发，提高产品品质（如 ...

Group 1: Sales Performance - In the first half of the year, China's heavy truck market recorded cumulative sales of approximately 300,000 units, representing a year-on-year growth of about 7% [2] - In June alone, the heavy truck market sold around 69,200 units, showing a month-on-month increase of 10% and a year-on-year increase of 47% [2] - The company maintains a positive production and sales trend compared to the same period last year, with steady growth in export performance [2] Group 2: Dividend Policy - The company has consistently prioritized shareholder returns, increasing the dividend payout ratio over the past five years [3] - It aims to balance long-term sustainable development with shareholder return needs, ensuring the scientific and sustainable nature of its dividend policy [3] - Future dividend ratios will be determined by considering market conditions, operational performance, cash flow, and funding needs for future development [3] Group 3: New Energy Heavy Trucks - The sales scale and penetration rate of new energy heavy trucks have significantly improved in recent years, with the company performing well in this sector [3] - The new energy heavy truck industry is currently in a rapid development phase, driven by policy support and technological innovation [3] - The company plans to continue focusing on the new energy heavy truck market, adapting to technological advancements and market demands to promote steady business growth [3]

Group 1: Company Overview - Chongqing Three Gorges Paint Co., Ltd. is one of the first listed companies in the national paint industry and a large-scale comprehensive paint manufacturer with a complete range of products [1][2] - The company focuses on anti-corrosion paint as its core business, emphasizing technological innovation and quality improvement [2] - It has established production bases in Chongqing, Chengdu, and Xinjiang, achieving nationwide market coverage across 28 provinces [2] Group 2: Development Strategy - The company has proposed a "1+2+3+N" development strategy to adapt to the competitive paint industry [2] - "1" refers to a main line of innovation and self-reliance to promote high-quality development - "2" includes two viewpoints: strengthening the main business and treating products with care - "3" consists of three key approaches: leadership modeling, focusing on R&D and marketing, and returning to market-oriented principles [2][3] - The company acquired a stake in Chongqing Blue Era Energy Technology Co., Ltd. in June 2025, marking its entry into the radiation cooling materials sector [3] Group 3: Service and Product Offerings - The company provides comprehensive custom services from paint formulation design to coating process planning, with notable projects including the Chaotianmen Yangtze River Bridge and large industrial projects [4][5] - It is actively expanding into functional new materials, including thermal insulation and flame retardant materials, particularly in the radiation cooling field [5] Group 4: Environmental Responsibility - The company prioritizes social responsibility and has been recognized as a national "Green Factory" in 2024, reflecting its commitment to environmental protection [5] - It adheres to national environmental standards and aims to align with international best practices through investments in water-based coatings and green production processes [5]

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 时间 2025 年 7 月 9 日 - 2025 年 7 月 17 日 参与单位名 称及人员姓 名 2025 年 7 月 9 日 下午 14:30-15:30 山西证券 2025 年 7 月 15 日 上午 10:00-11:00 JOIN ASSET 2025 年 7 月 16 日 上午 10:00-11:00 建信基金 2025 年 7 月 16 日 下午 14:30-15:30 山西证券 2025 年 7 月 16 日 下午 16:00-17:00 长城基金 2024 年 7 月 17 日 上午 10:00-11:00 摩根 2024 年 7 月 17 日 下午 16:00-17:00 博普资产 地点 电话会议、公司会议室 上市公司接 待人员姓名 董事长助理：黄骏 证券事务专员：徐嘉铭 投资者关系 活动主要内 一、公司情况简介 二、投资者问答介绍 编号：2025-05 | 容介绍 | 问题 1：请问公司怎么看待自身的研发投入？ | | --- | --- | | | 答：在研发投入 ...

证券代码：300015 证券简称：爱尔眼科 爱尔眼科医院集团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（请文字说明其他活动内容） 参与单位名 称及人员姓 名 中信建投：华冉；君和资本：崔雨菲；新华资产：李浩；南方基 金：秦乾一；长江证券：蔡念恒；Principal Asset Management： 张一凡；大家资产：蒯学章；太平资产：汪腾、冯宝龙 时间 2025 年 7 月 17 日 地点 公司会议室 上市公司接 待人员姓名 董秘：吴士君 董事会办公室工作人员 投资者关系 活动主要内 容介绍 1、请问公司怎么看待海外市场和相关发展策略？ 答：海外市场各不相同，总体来看竞争环境相对宽松，主要 依靠技术实力和品牌影响力拓展份额。经过八年"出海"，我们 感受到海外的市场空间极大，我们重点考虑内生增长能力强的并 购标的，只有内生能力强，外延扩张才可持续。 欧洲地区： 2017 年，公司收购西班牙上市公司 ClínicaBaviera.S.A （"CB"），医疗网络覆盖西班牙、德国、意大 ...

Group 1: Technology and Innovation - The company has made significant advancements in technology, particularly with the RUNA - STORM AI smart heating system, which integrates "big data + cloud computing + AI models + hydraulic simulation + digital twin" technology, achieving a reduction in heat consumption and carbon emissions by 10% - 30% and electricity consumption by 30% - 50% [1][2] - The self-developed 100kW magnetic levitation centrifugal compressor fills a gap in waste heat recovery and heating, characterized by low vibration, low noise, long lifespan, and easy maintenance, with a rated thermal efficiency of 6.5 [1] - The RUNA AI system, combined with the DeepSeek large model, enhances decision-making and service personalization in smart heating, transitioning the industry from "experience-driven" to "data-driven" [1] Group 2: Market Opportunities and Policies - Urban renewal and safety lifeline policies positively impact the company's performance, as intelligent heating system upgrades are a key focus of urban renewal, providing a broad market space [2] - The company's smart heating system meets safety requirements through real-time monitoring and predictive maintenance, creating new market opportunities [2] Group 3: AI Applications - The company has developed a unique collaborative intelligent algorithm group for the heating industry, optimizing energy allocation and reducing consumption through various algorithms [3] - AI applications enhance production scheduling, predictive maintenance, and decision-making by analyzing multi-source data and simulating the effects of network modifications [3] Group 4: Contract Energy Management - There is significant interest from heating companies in the Contract Energy Management (EMC) model, which alleviates upfront investment burdens and reduces financial risks associated with upgrading to smart heating technologies [4] Group 5: Accounts Receivable Stability - The stability of accounts receivable is attributed to a customer base primarily consisting of state-owned heating companies, which have strong financial health and payment capabilities, reducing collection risks [5][6] - The company emphasizes accounts receivable collection as a performance metric for business personnel, enhancing proactive collection efforts and shortening payment cycles [6]

证券代码：300969 证券简称：恒帅股份 2024 年，公司主营业务收入为 95,051.02 万元，公司的核 心业务主要为清洗业务与电机业务。其中，清洗业务的收入占 比为 46.3%，电机业务收入占比为 45.6%，其他业务收入占比 为 8.1%。 问题二：请介绍下公司的谐波磁场电机技术？ 答：传统电机主要利用基波磁场进行驱动，公司开发的谐 波电机通过利用谐波磁场，与传统电机相比，在输出功率相同 的条件下，可减小电机体积，实现电机的轻量化，显著节约材 料成本。公司已在谐波磁场电机技术领域进行了长期布局，并 形成了一定技术积累。公司已针对该电机技术提交了多项发明 专利申请，相关专利正在申请过程中，迅速建立技术护城河及 领先优势。该电机技术在微特电机和大型电机领域均可应用， 在工业领域和汽车领域均有广阔的应用场景。 问题三：谐波磁场电机技术在车用领域应用情况？ 宁波恒帅股份有限公司 投资者关系活动记录表 编号：2025-018 | | 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 ...