Company Overview - Zhejiang Zhongjing Technology Co., Ltd. is a national high-tech enterprise specializing in the R&D, production, and sales of semiconductor monocrystalline silicon materials and products [2][4] - The company has four wholly-owned subsidiaries and holds core technologies and advanced processing techniques [2][4] Financial Performance - In Q1 2025, the company achieved a net profit of 7.0685 million CNY, a year-on-year increase of 475.88% [5] - The net profit excluding non-recurring gains and losses was 6.4117 million CNY, up 971.44% year-on-year [5] - For 2024, the company reported revenue of 422.5675 million CNY, a growth of 21.25% [16] Business Strategy - The company focuses on expanding its business, enhancing delivery capabilities, and ensuring product quality to improve market competitiveness [4] - Continuous investment in R&D is emphasized to optimize production processes and develop new products [4][9] - The company aims to become a world-leading manufacturer of semiconductor silicon materials [2][3] Subsidiary Performance - Zhongjing New Materials reported 24.5888 million CNY in revenue for 2024, a growth of 92.89%, but a net loss of 33.1634 million CNY, a 37.12% increase in loss year-on-year [6] - Jiangsu Gaoxin is in the construction phase of a new factory, focusing on advanced semiconductor technology [7][17] Risk Management - The company actively manages accounts receivable risks through credit management and established protocols for collection [4] - Strategies are in place to mitigate the impact of raw material price fluctuations on operations [20][21] Market Position and Future Plans - The company holds a leading position in three segments: monocrystalline silicon rods, polished silicon wafers, and high-voltage rectifier devices [9] - Future strategies include accelerating project capacity release and expanding product specifications [9][10] Talent Development - The company prioritizes talent acquisition and development, focusing on high-skill and management personnel to support growth [8] Shareholder Engagement - The company plans to use repurchased shares for employee stock ownership plans and will ensure timely disclosure of any new buyback plans [11][13] Internal Control and Governance - The company maintains a strong focus on internal control and compliance, continuously improving governance standards [19]

银川威力传动技术股份有限公司 投资者关系活动记录表 编号：2025-009 投资者关系活 动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 ☑ 现场参观 □分析师会议 □业绩说明会 □路演活动 □其他：线上会议 参与单位名称 及人员姓名 东方财富 时间 2025 年 5 月 16 日 地点 公司会议室 上市公司接待 人员姓名 副总裁、董事会秘书周建林先生 投资者关系活 动主要内容介绍 一、介绍公司概况 副总裁、董事会秘书周建林先生带领机构投资者参观了精密减 速器工厂及在建的增速器智慧工厂，并简要介绍了公司的发展历程， 重点讲解了公司的主营业务及核心产品。 二、与投资者沟通和交流的主要问题 1、公司在产品质量方面是怎么管控的？ 答：针对产成品，公司自主研发设计并具有自主知识产权的风 电减速器试验台，不仅能够模拟实际运行工况，而且能够满足型式 试验、疲劳试验、破坏性试验等多种试验要求，有效保证公司产品 的质量水平及可靠性。公司通过了 ISO9001 与 IATF16949 国际质量 管理体系认证，并始终在产品结构设计、原材料选择、制造工艺优 化等方面追求卓越。 公司设立了质量保证中心并建立了完善的质量管理制度， ...

Group 1: Financial Performance - The company's 2024 revenue was 2.002 billion, a decrease of 4.04% year-on-year [7] - The net profit attributable to shareholders was 6.4015 million, down 92.05% compared to the previous year [7] - The decline in performance is attributed to intensified market competition and increased project costs [7][10] Group 2: Factors Affecting Profitability - Market competition has led to reduced product prices and compressed profit margins [2][7] - Entering new industries has increased cost control difficulties, resulting in lower project gross margins [2][7] - Complex project systems and external factors have extended implementation cycles and increased costs [2][7] Group 3: Strategic Measures - The company is focusing on reform and operational adjustments to enhance efficiency and risk management [3][10] - Emphasis on improving operational management and establishing a robust monitoring and evaluation mechanism [3][10] - Continuous investment in R&D to strengthen core technologies and product innovation [4][5][10] Group 4: R&D Focus - Current R&D efforts are directed towards upgrading existing products and developing new product lines [4][5] - Significant advancements in the automation production line for large aluminum-lead carbon energy storage battery plates [8] - Implementation of dual management for technology and processes to ensure effective conversion of R&D investments into market competitiveness [4][5] Group 5: Accounts Receivable Management - Measures are in place to optimize customer credit management and control long-term receivables [7] - The company is using predictive credit loss models to assess bad debt risks dynamically [7] - Digital tools will be employed to enhance monitoring efficiency of accounts receivable [7]

股票代码：003037 股票简称：三和管桩 广东三和管桩股份有限公司 投资者关系活动记录表 | 答：尊敬的投资者，您好！针对传统市场，首先公司持续 | | --- | | 深化与战略客户的合作与拓展新渠道，凭借良好的品牌口 | | 碑、核心技术的开发、规模化生产能力、完善的质量管理 | | 体系来进一步抢占市场份额。同时，公司有序推进在建和 | | 筹建项目，积极填补市场空白区域，扩大市场覆盖范围。 | | 此外在拓展海外市场方面，公司紧跟国家"一带一路"发展 | | 战略，积极拓展海外市场，不断提升海外市场份额。公司 | | 将继续优化业务布局，聚焦核心业务领域，提升运营效率， | | 降低运营成本。同时，公司将密切关注市场动态，灵活调 | | 整市场策略，积极应对市场竞争和行业变化。公司将持续 | | 努力，通过以上措施提升市场份额，推动公司业绩的稳步 | | 增长。感谢您的关注与支持！ | | 3、问：公司本期盈利水平如何？ | | 答：尊敬的投资者，您好！2025 年一季度公司加大了市场 | | 拓展力度，持续丰富产品种类，实现营业收入 13.92 亿元， | | 同比增长 10.07%，实现归属于上 ...

| 6、问：请问对新航科技的收购大约多久能完成呢？ | | --- | | 答：尊敬的投资者，您好！您提及的事项及项目若有进 | | 展，将按照相关规定进行审议并及时披露，敬请留意公 | | 司公告。感谢您的关注与支持！ | | 7、问：请问公司有回购计划吗？如果没有，公司可以拿 | | 出几个亿分红，为何不愿意拿出几千万来回购呢？证监 | | 会鼓励有能力的公司回购自家股票，我们木林森股份是 | | 没有能力拿出这些钱么？还是说公司压根就不关心公 | | 司在资本市场的表现！ | | 答： 尊敬的投资者，您好！公司将持续深耕主业、强化 | | 研发与市场拓展以做强、做优、做大优势主业，并通过 | | 优化治理、高质量信息披露增强价值传递及投资者互 | | 动，若有回购或股东增持计划将及时公告。感谢您对公 | | 司的关注！ | | 8、问：公司 2024 年度分配预案为拟向全体股东每 10 | | 股派现 0.5 元（含税）。请问公司是基于怎样的财务状 | | 况和发展战略考虑制定这样的分红方案的？ | | 答：您好！公司遵循关于分红的相关政策法规，综合考 | | 量公司股本规模、盈利水平、投资规划及现金流 ...

证券简称：绿联科技 证券代码：301606 深圳市绿联科技股份有限公司 投资者关系活动记录表 编号：2025-004 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 万和证券、龙石资本、前海开源、南方基金、富国基金、华泰证券、中 信建投基金、申万菱信基金、浦银安盛基金、人保资产、开源证券、国 泰海通证券、华安合鑫基金、德懿禾资产、国联基金、望正资产、天弘 基金、财通证券、深圳弘洛基金、国盛证券、鼎萨投资、Point72 HK、 天风证券、长江证券、宝盈基金、广发证券 时间 2025 年 5 月 13 日 -2025 年 5 月 16 日 地点 深圳 形式 现场、电话会议 上市公司接待 人员姓名 董事会秘书兼财务负责人：王立珍 证券事务代表：申利群 投资者关系活 动主要内容介 绍 一、问答交流（同类问题已作汇总整理，近期已回复问题不再重复） Q1.预计未来 NAS 的市场空间有多大？ 答：根据 Grand View Research 数据，2024 年全球消费级 NAS 市场 规模 61 亿美金，预计 20 ...

Group 1: Company Strategy and Market Position - The company emphasizes resource expansion as a long-term development strategy, focusing on both domestic and international markets to enhance resource security and sustainable development [1][2][5]. - As a leading player in the global tin industry, the company aims to maintain the health of the tin sector and ensure supply chain security for the nation [1][2]. - The company plans to leverage its unique resources, market position, and key technologies to enhance its core competitiveness and governance [2][3]. Group 2: Financial Performance and Shareholder Engagement - The company has implemented measures to improve investor relations, including enhancing information disclosure and increasing cash dividends [4][8]. - Since its listing, the company has focused on improving operational performance and has engaged in share buybacks to enhance shareholder value [3][4]. - The company reported that its copper product revenue approached 8.6 billion CNY in 2024, but the gross margin was only 0.16%, indicating a challenging profitability environment [11]. Group 3: Resource Management and Production Challenges - The company faces challenges in maintaining a stable supply of tin due to declining resource quality and geopolitical factors affecting supply [2][9]. - The self-sufficiency rates for various minerals are low, with tin ore at 30% and copper ore at 12%, prompting the company to focus on resource expansion and integration [9][12]. - The company is exploring strategic partnerships to enhance resource development and ensure efficient utilization of tin resources [5][12]. Group 4: Future Outlook and Market Conditions - The company anticipates growth in domestic tin demand driven by consumption stimulus policies and advancements in artificial intelligence and electric vehicles [2][9]. - The company is committed to enhancing its mining operations and procurement strategies to meet production targets despite challenges in raw material availability [9][12]. - The company is actively pursuing strategic collaborations to strengthen its market position and resource base, particularly in regions with significant mineral deposits [5][12].

证券代码：002866 证券简称：传艺科技 江苏传艺科技股份有限公司投资者关系活动记录表 编号：2025-001 3、贵司钠电池量产了，为什么市面上还是很少能见到，而且 问了销售两轮车的店主，有的说根本没听说过，请问后续有 没有加大宣传计划？谢谢！ 6、公司通过走访二轮车企业，能否促成合作？获得多少订 单？ 答：尊敬的投资者您好，公司近期积极走访覆盖多家二轮车 企业，开展技术对话和战略研讨，探索钠电池在两轮车领域 更多的应用场景和双方合作的多种可能性，为公司钠离子电 池产品在二轮车领域的渗透和推广奠定了良好基础。 7、高管您好，请问贵公司未来盈利增长的主要驱动因素有哪 些？谢谢。 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □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 | 通过全景网"投资者关系互动平台"参与本次业绩说明会 | | 及人员姓名 | 的广大投资者 | | 时间 | 2025 年 5 月 16 日（星期五）下午 15:00-17:0 ...

Financial Performance - The company's profitability and asset scale have improved, indicating a healthy financial status for 2024 [2] - The revenue share of material-grade germanium products decreased to 46.11% in 2024 from 47.15% in 2023, while deep-processing products (infrared, photovoltaic, fiber optics) and compound semiconductors increased to 53.89% [2] - Revenue from photovoltaic-grade germanium products grew by 39.22% year-on-year, and compound semiconductor revenue increased by 66.16% [2] Talent Management - The company emphasizes talent acquisition and development, focusing on both internal training and targeted recruitment of high-end talent [3] - There have been no significant changes in the management team recently, but the company is committed to enhancing its talent pool [3] Investor Relations - The company acknowledges the lack of professional knowledge among investors and aims to improve the quality of information disclosure based on investor needs [3] - The stock price is influenced not only by the company's fundamentals but also by various factors in the secondary market, highlighting the importance of investor awareness of risks [3] Market Strategy - The company plans to adjust production capacity based on market demand, balancing high profits with sales volume [4] - The sales revenue of compound semiconductors declined in 2023 due to underperformance in the telecom market and data center construction, although overall sales have been growing [4] Product Development - The company is focused on expanding its production capacity for germanium products to meet the increasing market demand, particularly in the low-orbit satellite communication sector [5] - There are ongoing efforts to enhance research and development capabilities, with a commitment to securing patents for innovations [5] Future Outlook - The company plans to produce 866,700 photovoltaic-grade germanium products in 2025, with actual production details to be disclosed in regular reports [5]

证券代码：300569 证券简称：天能重工 青岛天能重工股份有限公司 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 ☐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 国信证券 王晓声 民生证券 邓永康 兴业证券 王帅 兴证全球基金 黄煜杰 亚太财产保险 李云鹏 时间 2025 年 5 月 16 日 地点 青岛天能重工股份有限公司 上市公司接待人 员姓名 副总经理、董事会秘书 李春梅 投资者关系活动 主要内容介绍 提出的问题及公司回复情况 1、近期珠海港集团出让通裕重工控制权，后期有出让 天能重工控制权的计划吗 经与控股股东了解，天能重工无应披露而未披露的重大 事项。 2、公司 2024 年度订单情况及 2025 年业务展望 2024 年度，公司实现风机塔架产量约 44.69 万吨，实 现销售约 43.51 万吨；塔筒等风电设备制造实现营业收入 26.31 亿元，占公司整体营收比重 80.38%。至目前来看， 2025 年度公司风电产品的订单量及价格均有提升，海风产 江苏盐城工厂二期海工基地技改及扩建将在 2025 年度 完成，完成后将增 ...