Group 1: Company Overview and Market Position - Jilin Jin Guan Electric Co., Ltd. focuses on three main business areas: smart grid equipment, new energy charging and swapping facilities, and energy storage [2][12] - The company has developed a comprehensive range of charging products, covering power outputs from 3.5 kW to 800 kW, applicable in various sectors including new energy vehicles and heavy trucks [2][3] - Jin Guan Electric is one of the few companies in Northeast China capable of manufacturing medium-voltage gas-insulated switchgear and has a leading position in the industry for its electrification, automation, and digitalization solutions [6][12] Group 2: Financial Performance and Goals - The company aims to enhance operational management, increase R&D investment, and improve market share to strengthen profitability in 2025 [8][10] - Specific financial data will be disclosed in regular reports, emphasizing the commitment to transparency and investor confidence [2][8] Group 3: International Expansion and Projects - The company is actively exploring international markets, particularly in Russia, where it has participated in major industrial exhibitions to understand market demands [10][11] - As of now, no formal contracts have been signed for the "Life Supply Line" project in Russia, but the company remains committed to pursuing this opportunity [10][11] Group 4: Product Innovations and Developments - The company has developed a liquid-cooled charging product with a maximum power of 1,440 kW, designed for various applications including large shopping malls and public transport stations [3][4] - The "Lingdong" series of autonomous charging robots is currently in the promotion phase, with an annual production capacity of 15,000 units [5][10] Group 5: Investor Relations and Communication - The company emphasizes transparent communication with investors, addressing concerns and questions during investor meetings [1][2] - Continuous efforts are made to enhance investor relations through timely responses to market concerns and proactive information disclosure [2][8]

Group 1: Company Operations and Capacity Utilization - The company's overall business operations are normal, with a comprehensive capacity utilization rate remaining relatively high. The PCB business benefits from sustained demand in computing power and automotive electronics, maintaining high capacity utilization [1] - The packaging substrate business has seen an improvement in capacity utilization due to a relative recovery in the storage sector compared to Q4 2024 and Q1 2025 [1] Group 2: PCB Business Applications and Trends - The PCB business focuses on high-end PCB product design, development, and manufacturing, primarily serving communication devices, data centers, automotive electronics, and industrial control sectors [1] - The demand for PCB products in high-speed communication networks, data center switches, AI accelerator cards, and memory has increased due to the urgent need for high computing power and high-speed networks [2] Group 3: Expansion Plans and Investments - The company has factories in Shenzhen, Wuxi, Nantong, and a factory under construction in Thailand. It is enhancing capacity through technological upgrades and is progressing with the Nantong Phase IV project to establish an HDI technology platform [3] - The total investment for the Thailand factory is 1.274 billion RMB, aimed at developing high-layer and HDI PCB technology to expand overseas market reach [4] Group 4: Packaging Substrate Business Development - The packaging substrate products cover a wide range, including module packaging substrates and storage packaging substrates, with demand improving in Q1 2025 compared to Q4 2024, primarily driven by increased demand for storage products [5] - The FC-BGA packaging substrate has achieved mass production capability for products with 20 layers or fewer, while R&D for products with more than 20 layers is progressing on schedule [6] Group 5: Raw Material Price Changes - In Q1 2025, the prices of key raw materials such as copper-clad laminates and gold salts have increased year-on-year and compared to Q4 2024, influenced by commodity price fluctuations [7]

Group 1: Company Overview and Performance - As of December 31, 2024, the company has over 1,700 employees [1] - The company will continue to enhance the quality management of its oral healthcare services and improve its existing medical quality management system [2] Group 2: Business Strategies - In 2025, the company will increase the development of new products and processes in the permanent magnet switch business, optimizing product design to enhance quality and performance [2] - The company aims to expand its market presence by focusing on both regional and industry operations, as well as channel sales [1] Group 3: Financial Management - The company will adhere to accounting standards for impairment provisions, ensuring sustainable development [3] - The company has not yet received the detailed equity change report from the information disclosure obligor [3][4] Group 4: Shareholder Engagement and Future Plans - The company is considering the acquisition of quality assets in the oral healthcare sector and may divest from other businesses to strengthen its core dental services [3] - The company has expanded its dental clinic area by nearly 10,000 square meters and increased the number of dental chairs by over 100 [5]

Group 1: Business Performance - The company's public service performance has been growing, primarily driven by deep industry knowledge and extensive channel coverage [2] - The introduction of new SaaS products last year has led to scalable revenue and positive growth momentum [2] - The gross profit margin is approximately 70%, with relatively stable expenses [7] Group 2: Future Development - Future business growth is expected to come from the application of data in new downstream industries and the expansion of the "Data Station" initiative [3] - The "Data Station" aims to implement data solutions in various cities and scenarios, leveraging the value of data through openness and sharing [5] Group 3: Technology and Innovation - The company integrates AI technologies such as large models and retrieval-augmented generation (RAG) into its products to enhance service quality [2] - A proprietary AI application for government document writing has been developed, utilizing authoritative data sources to minimize errors and improve user experience [4] Group 4: Data Standardization and Collaboration - Data standardization is supported by the Data Intelligent Operating System (DiOS), ensuring secure data exchange among partners [6] - Collaborations with hospitals and experts have led to the development of a stroke early screening model, utilizing both medical and internet data [7]

Group 1: Investor Relations Activity - The company held an earnings briefing on May 26, 2025, via an online platform [3] - Participants included the Chairman, General Manager, and financial officer [3] Group 2: Project Updates - The construction of the Jiangmen production base is progressing well, with the main structure completed and equipment procurement underway, expected to partially open in the first half of 2025 [4] - The company is actively developing its own consumer electronics products, including tablets and NAS devices, for overseas sales through e-commerce platforms [5] Group 3: Competitive Advantages - The company focuses on R&D innovation, with R&D investment expected to reach 8.74% of revenue in 2024, targeting cutting-edge fields like 5G and edge computing [6] - Strategic partnerships with domestic OS and chip manufacturers are being established to create technological barriers and market advantages [6] - The company has a comprehensive manufacturing and supply chain system to meet diverse market demands, enhancing customer loyalty through a "technology + service" model [6] Group 4: Future Growth Drivers - The company aims to achieve high-quality growth by focusing on core businesses in electronic information and smart terminal manufacturing [7] - Expected growth will come from high-value products like cloud computing terminals and smart vehicle terminals [7] Group 5: Industry Outlook - The smart terminal industry is a trillion-dollar global market, driven by advancements in 5G, AI, and IoT technologies [8] - The industry is transitioning towards ecosystem and scenario-based development, with significant growth potential for domestic semiconductor and OS-based products [8] Group 6: Open Source Ecosystem Participation - The company is actively involved in the open-source HarmonyOS ecosystem, developing smart terminal products for various industries [9] - Current products are in the R&D and market exploration phase, with some samples available for promotion [9] Group 7: Collaboration with Huawei - The company does not currently have OEM orders for Huawei's MateBook series but is exploring collaboration opportunities [10] - The partnership with Huawei is expected to positively impact future business performance through the introduction of cloud terminal solutions based on Huawei's chip platform [11]

Group 1: Market Overview and Challenges - The domestic fresh milk price has recently decreased slightly due to increased supply during the spring peak season, while demand, especially for yogurt and dairy beverages, remains weak [4] - Feed costs, particularly for corn and soybeans, have decreased from 2024 highs but are still above historical averages, impacting breeding profits [4] - Global dairy product prices are experiencing fluctuations due to production changes in major regions like New Zealand and the EU, with New Zealand facing supply tightening due to drought [4] Group 2: Digital Farming and Efficiency - Digital farming investments enhance cow welfare and health through real-time monitoring, reducing stress and the risk of infections [5] - Improved milking efficiency and quality are achieved through precise milking processes, ensuring consistency and hygiene, maximizing milk yield [5] - Digital operations reduce reliance on labor, addressing labor shortages and lowering costs [5] - Integrated systems enable comprehensive management of individual cows, ensuring compliance with food safety regulations and traceability [6] Group 3: Agricultural and Economic Synergy - The company practices a full industry chain development model, where agriculture provides quality feed, and manure is recycled to improve soil quality, promoting sustainable development [6] - The sugar production by-products serve as high-quality feed for livestock, enhancing profitability in the breeding sector [6] Group 4: Future Development Plans - In 2025, the company will prioritize refined management and quality improvement in the agricultural sector [7] - The dairy sector aims to diversify products and enhance R&D efforts to increase market competitiveness [7] - The sugar sector will focus on quality control to reduce production costs and prepare for the 2025-2026 sugar season [7] Group 5: Investment in Dairy Processing - The company is constructing a smart manufacturing project for liquid milk processing with a capacity of 500 tons [8]

北京四维图新科技股份有限公司 投资者关系活动记录表 编号：2025-03 | 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 | | | | 宁波银行股份有限公司，国泰海通证券，中信证券，科技部国杰 研究院，君昱资本，北京风炎私募基金管理有限公司，国中长城 | | | 资产管理公司，北京弘峰投资管理有限公司，北京凯瑞加投资管 | | | 理有限公司，泰玥众合（北京）投资管理有限公司，北京泰舜资 | | | 产管理有限公司，海南启晟科技发展有限公司，北京永颐资产管 | | | 理有限公司，浙江以太投资管理有限公司，北京积才私募基金管 | | | 理有限公司，知行利他私募基金管理（北京）有限公司，本炎投 | | | 资（北京）管理有限公司，北京恒丰金控资产管理有限公司，中 | | | 资方方，北京隆翔资产管理有限公司，北京亿鲲私募基金管理合 | | | 伙企业（有限合伙），深圳市海衍投资发展有限公司，浙江德合熙 | ...

证券代码：000669 证券简称：ST 金鸿 金鸿控股集团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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 27 (周二) 下午 15:00~16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长、董事会秘书郭韬 | | 员姓名 | 2、财务总监牛威 | | | 3、独立董事陈立新 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1、郭总，你好，请问一下金鸿后续会有生物医药公司的注 入吗？ | | | 尊敬的投资者您好，公司目前主营业务为天然气综合利用业 | | 投资者关系活动 | 务，感谢您对公司的关注！ | ...

Group 1: Investor Relations Activity Overview - The investor relations activity took place on May 26, 2025, at the company's conference room in Lianyungang, Jiangsu Province [4] - Attendees included representatives from Huaxia Fund and Xinda Securities, along with the company's chairman, general manager, and other key personnel [4] Group 2: Company Operations and R&D - The company conducted a site visit for the research units to observe the production and R&D facilities, including the formulation workshop and raw material drug workshop [5] - The management provided a comprehensive overview of the company's operational status and product development [5] Group 3: Key Questions and Responses - **Question 1**: Information on the innovative drug DYX116 - DYX116 is a first-class new drug developed in collaboration with WuXi AppTec, currently in Phase I clinical trials, expected to complete by the end of 2025 [6] - **Question 2**: Information on the innovative drug DYX216 - DYX216 is also a first-class new drug for treatment of resistant hypertension, with preliminary candidates identified [6] - **Question 3**: R&D plans for 2025 - The company plans to invest approximately CNY 163 million in R&D for 2025, with CNY 85 million allocated for innovative drugs and CNY 78 million for generic drugs [7] Group 4: R&D Focus and Goals - The R&D strategy will focus on chronic disease treatments characterized by metabolic disorders, including diabetes, hypertension, hyperlipidemia, and hyperuricemia [7] - For generic drugs, the company aims to initiate 10 projects, submit 7 formulation varieties and 3 raw material varieties to CDE, and strive for approvals of 6 formulation varieties and 2 raw material varieties [7] - The company will continue to advance projects like DYX116 and DYX216, integrating resources to accelerate the R&D process [7]

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 23, 2025, via an online platform [4] - Participants included the company's chairman, general manager, board secretary, and financial officer [5] Group 2: Key Questions and Responses - **Question 1**: Inquiry about the commercialization progress of the new patent for "waste battery non-discharge crushing equipment" **Response**: The company has not yet implemented the commercialization of this technology, focusing instead on polymer material environmental additives [5] - **Question 2**: Measures taken to enhance corporate governance and internal control in the past year **Response**: The company has optimized governance structure and internal controls, improving decision-making efficiency and information disclosure quality [6] - **Question 3**: How the company ensures timely and transparent communication with investors **Response**: The company utilizes earnings briefings and maintains investor hotlines and email contacts to ensure accurate information dissemination [7] - **Question 4**: Plans for financing to support future expansion, particularly in new environmental additive production projects **Response**: The company has completed the main construction of the new project and currently has no financing plans for it [8]