Company Overview - Xizi Clean Energy Equipment Manufacturing Co., Ltd. was listed on the Shenzhen Stock Exchange in 2022, originally established in 1955 and rebranded in 2011 [4] - The company specializes in waste heat boilers, clean energy power generation equipment, and provides comprehensive solutions for environmental equipment and energy utilization [4] Business Segments - The company operates in four main business areas: - Waste heat boilers - Clean energy equipment - Solutions - Spare parts and services [4] - Key products include gas turbine waste heat boilers, biomass boilers, and nuclear power equipment, serving high-energy-consuming industries such as power, steel, and cement [4] Market Expansion - Future growth areas include: - **Overseas Market**: Expanding international market share, particularly in gas turbine waste heat boilers [4] - **New Energy and Storage Market**: Utilizing molten salt storage technology for applications in solar thermal power and flexible transformation of thermal power [4] - **Nuclear Power Market**: Upgrading manufacturing capabilities to support nuclear power business growth [5] Order and Financial Performance - In 2025, the company secured new orders totaling CNY 5.998 billion, with breakdowns as follows: - Waste heat boilers: CNY 1.967 billion - Clean energy equipment: CNY 0.632 billion - Solutions: CNY 2.688 billion - Spare parts and services: CNY 0.711 billion [6] - As of December 31, 2025, the total orders on hand amounted to CNY 5.916 billion, reflecting a focus on quality control and optimized order structure [6] Competitive Advantages - The company holds over 50% market share in the domestic gas turbine waste heat boiler sector, recognized for its efficiency and rapid response capabilities [7] - Internationally, the company has established a strong presence through technology transfer agreements and notable projects in countries like Pakistan and Nigeria [7] Profitability and Financial Health - As of mid-2025, the overall gross margin for waste heat boilers was 29.68%, with plans to enhance order quality and profitability [8][9] - The company reported a significant increase in net profit for 2025, with estimates ranging from CNY 220 million to CNY 280 million, marking a growth of 53.3% to 95.11% year-over-year [10] Product Delivery and Innovation - Delivery cycles for boiler products typically range from 6 to 12 months domestically, with longer timelines for international projects [11] - A strategic partnership with Beijing Qingwei Intelligent Technology Co., Ltd. aims to integrate energy and computing capabilities, focusing on green data centers and energy-efficient solutions [12][13] Export Channels and Strategies - The company utilizes two main export methods: international contractors and direct contracts with owners, enhancing its global market reach [13] - Continuous investment in overseas sales teams and collaboration with clients in the Belt and Road regions are key strategies for driving international business growth [13]

宁波恒帅股份有限公司 投资者关系活动记录表 编号：2026-002 | | □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 | | | 现场参观 | | | | □其他 | | | | 广发基金：张毅；华泰证券：宋婷婷、张硕；浙商证券：吴婷 | | | 参与单位名称及人 | 婷；众安保险：许雅淞；易方达：苏海鸿；富荣基金：毛运宏； | | | 员姓名 | 高毅资产：陈鹏旭；东方财富：薛方淇；工银瑞信基金：黄璨； | | | | 东北机械：周兴武；大家资产：李恩国；唐煜； | | | 时间 | 2026 年 1 月 21 日 | | | 地点 | 公司会议室 | | | 上市公司接待人员 | 董事会秘书：廖维明 | | | 姓名 | 公司业务及经营情况交流 | | | | 问题一：请简单介绍下公司的主要业务情况？ | | | | 答：公司主要从事车用电机技术、流体技术相关产品的研 | | | 投资者关系活动主 | 发、生产与销售，致力于成为全球领先的汽车电机技术解决方 | | | ...

证券代码：301559 证券简称：中集环科 中集安瑞环科技股份有限公司 投资者关系活动记录表 | 上海聚鸣投资管理有限公司 | 薛 潇 | | --- | --- | | 上海东方证券资产管理有限公司 | 沈高翔 | | 上海仟实私募基金管理中心（有限合伙） | 万 勇 | | NAVIGATOR ASSET MANAGEMENT LLC | Henry Lu | | 广州九远私募基金管理股份有限公司 | 樊林杰 | | 上海顶天投资有限公司 | 严子涵 | | 浙商证券股份有限公司 | 翁晋翀 | | Pleiad Investment Advisors Limited | Simon Sun | | 北大方正人寿保险有限公司 | 陈 发 | | 北京高信百诺投资管理有限公司 | 王 亮 | | 上海和谐汇一资产管理有限公司 | 孙纯鹏 | | 建信理财有限责任公司 | 张 婧 | | 新华资产管理股份有限公司 | 刘 婷 | | 广州从头越私募基金 | 王立军、黄金玉 | | 证券时报 | 臧晓松 | | 证券日报 | 郭 振 | | 上海证券报 | 吴绮玥、郑维汉 | | 中国证券报 | 赵鼎、孟培嘉 ...

2、Q：机器人大脑域控制器核心亮点？ A：针对机器人大脑域控制器推出"智擎"系列产品线， 主力采用 NVIDIA Jetson 芯片，推出 Orin NX、AGX Orin 和 AGX Thor 多款控制器产品，提供从 100TOPS 到 2070 FP4 TFLOPS 多种 AI 算力选择，满足不同算力需求的客户。依 托公司车规 IATF16949 质量体系，确保产品从散热、体积、 重量、信号、防震等级达到客户质量要求。 证券代码：001339 证券简称：智微智能 深圳市智微智能科技股份有限公司 投资者活动记录表 结构，完善产品方案。智微智能主营业务覆盖行业终端（如 PC、OPS、云终端等）、ICT 基础设施（服务器、交换机、 网安硬件等）、工业物联网（如机器人控制器、工控主板、 工控机、AI 边缘设备等）及智算四大业务领域，产品布局 广泛，可充分满足 AI 高性能算力、机器人、智慧教育、智 慧办公、智慧金融、工业自动化、智慧医疗等多种 AI 场景 的应用需求。 二、互动交流 1、Q：近期投资的宇叠智能主要业务？ A：宇叠智能以自主研发的柔性传感材料为核心，具备 从材料、硬件到算法的全链条研发能力，是全球首 ...

证券代码：300054 证券简称：鼎龙股份 湖北鼎龙控股股份有限公司投资者关系活动记录表 问 2：公司半导体显示材料业务中，YPI、PSPI 产品表现优异，新产品 验证进展是否符合预期？ 答：公司在 OLED 新型显示材料领域占据国内领先地位，YPI、PSPI 产品的市场地位持续稳固，客户主要覆盖国内主流 OLED 面板厂，建立了长 期稳定的合作关系，复购属性强，为公司带来持续稳定的现金流。此外， TFE-INK 产品已在客户端规模销售，市场突破成效显著。产能方面，仙桃产 业园年产 1000 吨 PSPI 产线已投产并持续批量供应，年产 800 吨 YPI 二期项 目作为新增产能补充，可充分满足现有及潜在客户订单需求。新产品方面， 无氟光敏聚酰亚胺（PFAS Free PSPI）、黑色像素定义层材料（BPDL）、薄 膜封装低介电材料（Low Dk INK）等正按计划推进客户验证工作，目前验 证进展符合预期；同时，PI 取向液的产品开发持续推进，在客户端的验证、 导入已全面展开，多款新一代 OLED 显示材料的创新研发及送样验证，目标 填补相关领域空白。 | | ■特定对象调研 □分析师会议 | | --- | ...

证券代码：301086 证券简称：鸿富瀚 4.在消费电子复苏背景下，自动化设备 2026 年预期是否 同比提高？ 答：受 AI 应用、AMOLED 屏幕变化及折叠屏产品量产上市 的多重驱动，叠加储能电池领域需求快速放量，相关面板厂商 与 ODM 厂商的设备投资意愿显著提升。在此背景下，公司装备 业务迎来放量增长机遇，公司将紧抓行业发展窗口期，全力把 握市场机会，力争实现业务规模与业绩的攀升。 5.2026 年是否有并购计划？ 答：公司始终锚定主业增长这一核心目标，深耕核心业务， 筑牢经营根基。同时，紧密追踪行业市场动态、前沿技术发展 及产业链上下游格局变化，围绕主业发展需求，积极发掘并评 估符合战略布局的投资标的，择机落地相关举措，不断强化核 心竞争优势。后续如有具体计划，公司将严格依规及时履行信 息披露义务。 深圳市鸿富瀚科技股份有限公司投资者关系活动记录表 编号：2026-001 | | ☑ 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 | | | | ...

证券代码：300680 证券简称：隆盛科技 无锡隆盛科技股份有限公司 投资者关系活动记录表 编号：2026-002 | | 特定对象调研 ☐ 分析师会 | | | | --- | --- | --- | --- | | | ☐ 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（请文字说明其他活动内容） ☐ 申万宏源 朱傅哲、胡书捷 国联民生 | | 完颜尚文 殷超 | | | 浙商证券 刘巍 中信建投 财通证券 孟欣 | 融鑫投资 | 陈怀山 宋磊宏 汤万全 | | | 财通基金 吴帆 海富通 | 陈华鑫 | | | | 朱雀基金 吴越 人保资产 | 李爽 | | | 参与单位名称及人员姓名 | 路博迈基金 范适 | 米利都基金 | 赵鑫 | | | 野村资管 刘绍宇 上证证券 | | 赵军伟 | | | 国信自营 曹嘉诚 浙商资管 | | 吴文钊 | | | 尚雅投资 韩红成 | 龙锦东升投资 | 任少如 | | | 银河基金 王少南、金寿鹏 中信资管 | | 程骥腾 | | 时间 | 2026年01 ...

Group 1: Company Overview - The company primarily focuses on the research, production, and sales of ultra-fine fiber products, including synthetic leather fabrics, functional fabrics, and cleanroom materials [1] - Products are applied in various sectors such as sportswear, automotive interiors, electronic packaging, and cleanroom consumables [1] - The company aims to enhance its technology and production processes for ultra-fine fiber materials while expanding downstream applications and product scenarios [1] Group 2: Financial Performance and Growth Potential - The revenue from cleanroom fabrics is growing rapidly, with significant potential for future income and profit increases [1] - There is room for improvement in the gross profit margin from the perspective of product positioning and quality [1] Group 3: Production Capacity and Expansion Plans - The company has a high capacity utilization rate and has reserved land for future expansion at its Anhui production base [2] - There are no technical barriers anticipated for expanding cleanroom fabric production if demand increases [2] Group 4: Future Growth Expectations - The company expects strong growth in the cleanroom fabric and automotive fabric segments, having established a long-term presence in the automotive supply chain [2] - Continued investment in research and development is planned to enhance product value in the automotive fabric sector [2] Group 5: Product Innovations - Bio-based leather, produced through synthetic biology methods, has applications in automotive interiors, electronic products, and everyday items [2]

Group 1: Accounts Receivable Management - The company's main clients are government departments, public institutions, and government platform enterprises [2] - Accounts receivable impairment is estimated based on expected credit losses, following strict accounting standards [2] - Positive debt resolution measures by the Guangxi Zhuang Autonomous Region government have aided in the recovery of accounts receivable since 2025 [2] Group 2: Business Types and Expansion - The company's design services primarily focus on architectural design, with additional services in land spatial planning, municipal design, and urban renewal [2] - Recent expansions include water conservancy and electrical design, achieving a secondary qualification in the water conservancy engineering design sector [3] - The proportion of contracts from outside Guangxi has been increasing, with 22% of contracts in the first half of 2025 coming from outside the region [3] Group 3: International Business Development - The company has established an international business division and opened an office in Cambodia to explore markets in Southeast Asia, including Laos [3] - Business operations are also being developed in countries like Pakistan and Kazakhstan, with plans to enhance international outreach [3] Group 4: Investor Relations Activity - The investor relations activity was conducted on January 21, 2026, with representatives from Guangfa Securities present [2] - The meeting involved thorough communication with investors, adhering to regulations without disclosing any significant undisclosed information [3]

Group 1: Company Overview - The company, Zhejiang Jiaxin Silk Co., Ltd., introduced its history, main business market distribution, and key brands such as "Jin San Ta" and the supply chain platform "Jin Can Wang" [1] - "Jin Can Wang" was established in 1992 to provide a comprehensive supply chain service for the silk industry, facilitating online transactions and offering financing, warehousing, and logistics services [2] Group 2: Domestic Brand Performance - The domestic brand "Jin San Ta," a century-old "Chinese Time-honored Brand," focuses on affordable silk products and has a stable gross margin of approximately 55% [2] - The brand employs an "online + offline" sales model, leveraging various e-commerce platforms and social media to expand its market reach [2] Group 3: Foreign Trade Business - The company's foreign trade business primarily involves clothing and fabric exports, generating around 2 billion yuan, which accounts for nearly 50% of total revenue, with a gross margin of about 20% [3] - The main export markets are in Europe and the United States, comprising over 80% of the customer base, with a shift from OEM to ODM business models [3] Group 4: Future Outlook and Dividend Policy - The company is optimistic about its export business for 2026, supported by stable order volumes and advancements in technology [3] - The company has maintained a high cash dividend rate over the years and plans to continue this policy in the future [3]