债券代码：123054 债券简称：思特转债 | | 销的模式；而在城市和数字经济领域，因为行业性质决定了协同合作的需要， | | --- | --- | | | 因此公司侧重于构建生态合作伙伴，共同做大"蛋糕"。 | | | 2、公司在出海领域是否有布局？ | | | 答：公司在出海业务领域有所布局。整体出海业务布局以深圳为起点，从 | | | 服务香港的运营商出发拓展其他业务。在出海领域，公司以 AI、算力等标准化 | | | 产品为重点突破口。 | | | 3、AI 行业发展很快，新进入者也很多。站在思特奇角度，公司在算力调 | | | 度业务上有什么核心优势？ | | | 答：思特奇在算力领域重点是做到整合需求，系统性参与整个国家算力发 | | | 展，而非单一聚焦于供给侧。在这个方面，公司的核心优势在于城市经济等方 | | | 面的全面统筹。 | | | 4、公司营收比较依赖运营商，今年运营商方面的订单预期是多少？ | | | 答：订单相关信息请关注公司 年度报告。近年来，公司第二、第三曲 2025 | | | 线不断发展，相关业务正稳步推进中，其成效预计将在后续年度逐步释放。 | | | 5、公司在 ...

Group 1: Company Overview - Yantai Jereh Petroleum Service Group Co., Ltd. is actively engaging with investors through various activities, including site visits and specific investor research [2][3]. - The company has established a global supply chain system, collaborating with major manufacturers like Siemens and Kawasaki Heavy Industries for gas turbine supply [3]. Group 2: Recent Contracts and Financials - In February 2026, the company signed a gas turbine generator set contract worth $181.5 million with a U.S. client, marking the fourth contract since November 2025 [3]. - The contract stipulates a delivery period of 30 months, with payment structured in stages, enhancing the company's credibility in the North American market [3]. Group 3: Future Business Outlook - The company aims to deepen its presence in three key sectors: data centers, industrial energy, and new power systems, focusing on diverse customer bases and technological innovation [5]. - Recent successful ignition of the first gas turbine unit at the 1600MW combined cycle power plant project in Uzbekistan demonstrates the company's capability in providing tailored solutions [5]. Group 4: Natural Gas Business Development - The global natural gas market is evolving, with increased demand for clean energy solutions, positioning natural gas as a strategic bridge in energy transition [6]. - The company has built a comprehensive integrated solution for the natural gas industry, gaining recognition and a strong market reputation [6].

Financial Performance - The company achieved a net profit of approximately 360 million to 430 million CNY for the year 2025, representing a growth of 42.92% to 70.71% compared to the previous year [2] Cloud Business Development - The company has completed the foundational phase of its cloud business and is entering a new stage of deepening its business model and accelerating scale construction, with over 300 node data centers established across nearly 200 key cities, serving around 800,000 terminals and providing high-quality computing power of 50,000 routes [3] Product Launches - The "Shunwang eSports Cloud Computer CITY Edition" was officially launched in December 2025, designed for low-latency scenarios (5ms), and is a key component of the company's cloud service offerings, adaptable to various digital consumption environments [4] Brand and IP Development - The company plans to leverage the brand and channel advantages of "ChinaJoy" to enhance IP influence and focus on providing innovative brand promotion and product experience services for young consumers, while also expanding global cooperation networks [5] Investment and Acquisition Strategy - The company maintains a proactive and open attitude towards the application and development of cutting-edge technologies, seeking opportunities for investment or acquisitions in the upstream and downstream of the industry chain, considering strategic development, market demand, and industry prospects [6] Shareholder Returns - The company aims to boost investor confidence through sound operations, governance, and information disclosure, while also planning for future dividend distributions in line with strategic development [7] Tax Rate Impact - The increase in the value-added tax rate from 6% to 9% for telecom services starting January 1, 2026, primarily affects basic telecom operators and does not have a direct impact on the company's operating performance [8]

Group 1: Production Capacity - The company has established a total lithium iron phosphate production capacity of 225,000 tons, with an additional 75,000 tons currently under construction [2] - The production capacity is distributed across three bases located in Zaozhuang, Yuxi, and Anqing [2] - The effective capacity utilization rate for lithium iron phosphate products remains relatively high [2] Group 2: Pricing and Market Strategy - The company actively monitors industry trends and aims to strengthen its core competitiveness and differentiation advantages [3] - Pricing adjustments for cathode materials are influenced by customer feedback and fluctuations in raw material prices [3] - The company engages in proactive business communication with customers to achieve long-term win-win relationships [3] Group 3: Customer Collaboration - The company employs various measures to solidify long-term partnerships with core customers, including joint technology research and product innovation [3] - Service response efficiency is continuously improved to enhance customer satisfaction [3] - The company is also advancing collaborations with other leading enterprises in the downstream sector to optimize its customer structure [3] Group 4: Compliance and Risk Management - During the reception process, the company adhered strictly to information disclosure regulations, ensuring no significant undisclosed information was leaked [3] - Any forecasts regarding the industry or company development strategies should not be interpreted as commitments or guarantees from the company or its management [3]

编号：20260204 证券代码：000951 证券简称：中国重汽 中国重汽集团济南卡车股份有限公司 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 及人员姓名 | 华创证券 李昊岚 | | 时 间 | 2026 年 2 月 4 日 15:30-16:30 | | 地 点 | 公司会议室 | | 上市公司 接待人员姓名 | 公司 IR 胡啸、何炳易 | | | 公司 胡啸女士简要介绍了公司情况，并就投资者关心 IR | | | 的问题进行了沟通和交流。主要内容如下： | | | 1、请简单介绍一下公司近期运营情况。 | | 投资者关系活动 | 年 月份，我国重卡市场 根据第一商用车网数据，2026 1 | | 主要内容介绍 | 共计销售约 10.1 万辆，同比增长约 40%。 | | | 目前，公司生产经营情况良好，且在手订单较为充裕。 | | | 整体的产销情况与去年同期相比依然保 ...

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 共计 12 位投资者（排名不分先后）： 海富通基金：陈涛 博时基金：王晗 兴业证券：张彬鸿 兴业基金：朱约之 创金合信：胡尧盛 招商基金：胡天翔 万家基金：丁玉杰 鹏扬基金：袁天娇 易方达基金：涂心萌 信达澳银：马绮雯 长城证券：黄佳 华创证券：周星宇 时 间 2026 年 2 月 4 日 地 点 总部会议室 上市公司接待人员 姓名 证券事务代表：周晓达、荣欢 投资者关系活动 主要内容介绍 一、 问答环节： 投资者主要就行业情况、终端销售情况、品牌矩阵、产品结构及毛 利率情况、分红情况等进行了交流，并参观了公司展厅，可参阅前次活 动记录表之问答和已披露公告。 接待过程中，公司严格按照《信息披露管理制度》等规定，保证信 息披露的真实、准确、完整、及时、公平，没有出现未公开重大信息泄 露等情况。同时，现场调研的投资者已按深交所要求签署承诺函。 代码：002867 证券简称：周大生 编号：2026-008 | 附件清单（如有） | 无 | | --- | ...

Group 1: Company Overview - The company focuses on the research, production, and sales of high-strength precision fasteners and special connectors, primarily used in automotive engine turbocharging systems, parking control systems, exhaust systems, and key components in new energy vehicles [2][3] - The commercial aerospace business mainly involves the manufacturing of structural components for commercial rockets, including major sections and fairings [2][3] Group 2: Market Dynamics - The rocket structural component manufacturing sector is currently experiencing supply constraints, which is a bottleneck for rapid industry development [3] - The market is expected to maintain a supply-demand imbalance as the commercial aerospace sector accelerates its growth [3] Group 3: Competitive Landscape - There are limited suppliers capable of large-scale delivery of structural components, primarily located in regions such as Beijing-Tianjin-Hebei, Chengdu-Chongqing, and Shandong [3] - The industry has high technical barriers, with core teams often composed of professionals with "national team" backgrounds, creating significant talent and engineering experience barriers [3][4] Group 4: Company Advantages - The company has achieved stable, small-batch product deliveries to private rocket companies, accumulating solid R&D and manufacturing experience [3] - It possesses a dedicated aerospace business team with experienced personnel, and can leverage its public company status for equipment purchases and production line construction [3][4] Group 5: Manufacturing Insights - The primary materials used in rocket structural components are aluminum alloys and stainless steel, with riveting and welding as the main manufacturing processes [3][4] - The commercial rocket structural components account for over 25% of the total cost of a mainstream commercial rocket [4] Group 6: Automotive Sector Insights - The automotive fastener market has a low entry barrier, but many small manufacturers struggle to pass the qualification audits of major automotive OEMs, leading to market share concentration among larger firms [4] - Despite significant revenue growth in recent years, profit margins have declined due to factors such as a slowdown in the automotive industry and rising material costs [4] Group 7: Strategic Acquisitions - The acquisition of Chengdu Xinyue allows the company to expand its product applications into the aerospace sector, benefiting from the high demand in aerospace manufacturing, which is expected to become a second growth point for the company [4]

证券代码：002839 证券简称：张家港行 江苏张家港农村商业银行股份有限公司投资者关系活动记录表 编号:2026-02 | | √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 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 南方基金 金岚枫 | | 人员姓名 | | | 时间 | 2026 年 2 月 3 日下午 15：00-16：00 | | 地点 | 张家港行总行 1703 会议室 | | 上市公司接待人 | 董事会秘书 戚飞燕女士 | | 员姓名 | 董事会办公室负责人 陶鹰女士 | | | 以及相关工作人员 主要就张家港行近期相关经营情况进行了交流，以下为 | | | 投资者问询及简要回复情况记录： | | | Q:请问贵行当前对公贷款的投向主要有哪些行业？ | | | A:我行秉持"深耕普惠、赋能发展"理念，服务于区域 | | 投资者关系活动 | 经济发展，支持市场主体。我行对公贷款投放紧密围绕国家 | | 主要内容介绍 | 产业政策导向和 ...

Group 1: Investor Relations Activity - The investor relations activity was conducted via a telephone conference on February 4, 2026, with participation from various fund management companies and investment firms [2][3]. - Key representatives included Liu Qin (Vice President and CFO) and Wang Zijie (Securities Affairs Representative) [3]. Group 2: Company Performance and Strategy - The company has established supply relationships with North American clients for solar tile glass and energy storage products, with new traditional photovoltaic glass orders expected this year [4]. - The company is investing in a photovoltaic glass production line in the UAE with an annual capacity of 500,000 tons, which aligns with its global development strategy and aims to reduce production costs while expanding market share [4][6]. - The company reported a decrease in sales volume and revenue for photovoltaic glass due to a significant drop in prices and insufficient downstream demand, leading to a cautious sales strategy [4]. Group 3: Product Development and Market Position - The company is the first in the industry to mass-produce 1.6mm photovoltaic glass, which offers cost advantages and differentiates it from competitors focused on thicker glass [4]. - Current production capacity is primarily located in Fengyang, Anhui, and Benxi, Liaoning, with new capacity planned for Ordos, Inner Mongolia, and the UAE [5]. - The company has also made advancements in the electronic display glass sector, achieving thicknesses of 0.3mm to 0.4mm, benefiting from the recovery in the consumer electronics market [5][6]. Group 4: Future Development and Innovation - The company plans to focus on a dual-driven development strategy for photovoltaic glass and consumer electronics glass, optimizing product structure and enhancing risk management [6]. - Continuous innovation and technology upgrades are prioritized to improve competitiveness and resilience against market fluctuations [6].

Group 1: Business Strategy and Development - In 2025, the company will focus on retail channel construction and refined operational management to enhance store efficiency, with significant improvements observed in pilot stores [1] - The company plans to expand the store efficiency enhancement project to cover more stores in 2026, promoting a broader range of improvements [1] - Continuous emphasis on product and marketing dual-drive strategy, aiming to enhance product strength and optimize collaboration with Hongmeng Smart Selection [1] Group 2: Market and Policy Impact - The implementation of national subsidy policies has effectively stimulated consumer potential in the home furnishing market, prompting the company to optimize its sales structure [2] - Despite the impact of national subsidy policies on operational strategies, the company will persist in refined management as a core driver for improving operational quality [2] Group 3: International Market Expansion - The company is advancing its international strategy while deepening its domestic market presence, increasing strategic investments in overseas markets [2] - Collaborations with local distributors and leveraging mainstream overseas e-commerce platforms have accelerated the establishment of sales networks [2] - Revenue from markets outside North America has shown significant growth, although overall overseas revenue has declined due to changes in the international economic environment [2]