证券代码：002003 证券简称：伟星股份 编号：2024-048 浙江伟星实业发展股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------------------------------------------|--------------------------------------------------------------------------| | 投资者关系活动 \n类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 | □路演活动 \n□现场参观 √其他：电话会议 | | 参与单位名称及 人员姓名 | 平安资管：范自彬 国泰君安：刘佳昆 | | | 时间 2024 | 年 11 月 29 日 | | | 地点 - | | | | 上市公司接待人 员姓名 | 谢瑾琨等 | | | | 互动环节 | | | | 1 、公司近期接单情况如何？ | | | | | 答：受终端消费景气度等影响，下游品牌客户下单谨慎，公司近期 ...

编号：2024-72 证券代码：002916 证券简称：深南电路 深南电路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 \n□媒体采访 □业绩说明会 \n□路演活动 □其他 | | \n \n（ | □现场参观 \n□新闻发布会 \n） | | 活动参与人 员（排名不 分先后） | 国泰基金、招商证券 | | | | | 上市公司 接待人员 | 战略发展部总监、证券事务代表：谢丹；投资者关系经理：郭家旭 | | | | | 时间 | 2024 年 11 月 29 日 | | | ...

证券代码：002255 证券简称：海陆重工 编号：2024-013 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） 方正证券：赵璐、黄凯伦；仁桥资产：唐博文；远望角投资：翟 参与单位名称及人员姓 苏州海陆重工股份有限公司 投资者关系活动记录表 灏；中泰证券：宋瀚清、殷通；财通证券：郝思行；清泉石资本： | --- | --- | |----------------------|----------------------------------------------------------| | | | | 名 | 李乐凯；广发基金：曹越 | | 时间 | 2024 年 11 月 29 日 10:00-12:00 | | 地点 | 公司会议室 | | 上市公司接待人员姓名 | 董事会秘书张郭一 | | | 一、公司主营业务简单介绍 | | | 公司目前主营业务为工业余热锅炉、大型及特种材质压力容 | | | 器及核安全设备的制造销售；固废、废水等污染物处理及回收利 | | | 用的环境综合治理服务；光伏电站 ...

证券代码：300080 证券简称：易成新能 投资者关系活动记录表 编号：2024-003 | --- | --- | --- | |----------------|--------------------------------------------------|-----------------------------------------------------| | | □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 | □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） | | | | 和君资本：袁同舟、原慧娟、刘丹丹 | | | 海通证券：吴慧芬 | | | | 价值源私募：陆松新 华山投资：刘亚夫 | | | | 贝莱尔资产：张磊 沣美投资：苏颖慧 北美投资：唐科 | | | 参与单位名称及 | 优美利投资：何芳 | | | | 投融界资本：叶凯华 | | | 人员姓名 | 智晶私募：叶端杰 | | | | 国泰君安：陈剑桥 | | | | 粤开证券：范振光 | | | | 信 ...

编号：2024-006 证券代码：300660 证券简称：江苏雷利 江苏雷利电机股份有限公司投资者关系活动会议记录 | --- | --- | --- | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|----------|---------- ...

证券代码：301489 证券简称：思泉新材 编号：2024-017 广东思泉新材料股份有限公司 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 | | | | 其他： | | | | | 信达澳亚基金、诺安基金、国联基金、红土创新基金、天辰元 | | 参与单位名称 及人员姓名 | 券、国信证券 | 信基金、长城基金、创富兆业基金、中邮基金、华泰资产、望 正资产、运舟资本、中道投资、东北证券、天风证券、国联证 | | | | | | 时间 | 2024年11月18 日-29日 | | ...

Financial Performance and Market Response - The company's stock price has been consistently low, with the price at 3.84 yuan in October 2024, compared to 5 yuan in December 2021 when the Shanghai Index was at 3700 points [3][6] - The company has 15 billion yuan in financial investments, primarily in low-risk bank deposits, which has been criticized for low returns compared to potential stock buybacks [6][7] - The company's dividend policy has been minimal, with a dividend of 0.0036 yuan per share, which has been criticized for underperforming bank deposit rates [4] Strategic Development and Industry Positioning - The company aims to become a leading international enterprise in the high-voltage and ultra-high-voltage cable industry, focusing on cable materials, accessories, and nuclear power station cables [2][5] - The company is actively pursuing mergers and acquisitions to expand its capabilities and market presence [1][2] - The company is focusing on hydrogen energy development, with a current hydrogen-to-electricity conversion efficiency of 52% [4][5] Operational Challenges and Responses - The company faced a significant decline in submarine cable production and sales in the first half of the year due to reduced domestic project starts and intense market competition [1] - The company has implemented copper and aluminum material hedging strategies to mitigate the impact of material price fluctuations [2] - The company is strengthening its overseas sales team and optimizing its international marketing mechanisms to improve overseas sales performance [3] Investor Relations and Corporate Governance - The company has been criticized for its lack of effective stock price management and minimal shareholder returns, with investors questioning the company's commitment to shareholder value [3][4][6] - The company is considering introducing strategic investors to optimize its equity and governance structure [6] - The company has been transparent about its financial management and compliance with regulatory requirements, despite criticisms regarding its financial strategies [4][6] Future Outlook and Growth Opportunities - The company anticipates significant growth opportunities in the transition to low-carbon, green, and clean energy sources, with a focus on wind and solar energy investments [3][4] - The company is investing in digital transformation and cost reduction initiatives to enhance operational efficiency and support long-term growth [5] - The company is exploring new profit growth points, including advancements in hydrogen energy technology and the expansion of production capacities in key areas [5][6]

编号：2024-026 证券代码：300470 证券简称：中密控股 中密控股股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

编号：2024-021 证券代码：002917 证券简称：金奥博 深圳市金奥博科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |--------------------------|-------------------------------|-----------|-------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | ■特定对象调研 □分析师会议 | | 投资者关 | | | | □媒体采访 □业绩说明会 | | 系活动类 别 | □新闻发布会 □现场参观 | □路演活动 | | | | | | | | | | 参与单位 名称及人 员姓名 | □其 ...

投资者关系活动记录表 1 股票代码：002270 股票简称：华明装备 华明电力装备股份有限公司 | --- | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------|------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | ■特定对象调研 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n■现场参观 \n■其他 电话会议 | □分析师会议 | | | | Sparx ：洪展鹏 | | 大成基金：敬思源、曾大鹏、刘峰、刘照琛、王晶晶；长江证 | | 参与单 ...