Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from March 17 to April 3, 2025, including on-site research and strategy meetings with various investment firms [1][2][3][4][5][6][7][8]. - A total of 9 participants attended the first on-site research on March 17, while 28 participants attended the first on-site research on March 18 [1][2]. Group 2: Product Development and Market Expansion - The company has extended its product line to include precision machinery, pneumatic products, sensors, and efficient motors, focusing on bundled sales strategies to meet customer needs [4][5]. - The PLC (Programmable Logic Controller) products have seen significant sales growth, with ongoing investments in R&D to enhance capabilities and expand into various industries such as lithium batteries, 3C, and photovoltaics [4][5][6]. Group 3: Market Trends and Business Growth Drivers - The 2024 government initiative aims to promote large-scale equipment updates, particularly in the industrial sector, driven by technological advancements and changing market demands [7]. - The company anticipates that the demand for equipment upgrades will support business growth, as new technologies improve production efficiency and product quality [7]. Group 4: Elevator Business Outlook - The elevator business is expected to maintain steady growth, focusing on expanding into multinational enterprises and enhancing overseas market presence [8]. - The company plans to strengthen its service market for elevators, capitalizing on the increasing demand for maintenance and replacement services in China's growing elevator stock [8].

Group 1: Company Overview and Leadership Insights - The Chairman, Liu Lukai, emphasized the company's commitment to Xi Jinping's thought and the new development philosophy, aiming for excellence in performance despite complex economic conditions [1] - The company is focused on achieving its goals for the "14th Five-Year Plan" and is determined to become a world-class leading enterprise [2] Group 2: 2024 Production and Financial Analysis - The Secretary of the Board, Yang Jiawei, provided a comprehensive review of the company's 2024 operational performance, including production completion, operational efficiency, and financial results [2] - The company aims to enhance its operational goals for 2025, ensuring investors have a clear understanding of its performance and future objectives [2] Group 3: Market Analysis and Industry Insights - Vice President Chen Xiongjun discussed the tin and indium market dynamics, highlighting the increasing supply disruptions and the strategic importance of tin resources [3] - Tin is identified as an irreplaceable raw material in the renewable energy and electronic communication sectors, with sustained demand expected in the medium to long term [3] Group 4: Sustainable Development Initiatives - The company has released its first sustainability report, building on 16 years of social responsibility reporting, and has enhanced its analysis of "double materiality" issues [4] - The report focuses on governance, environmental sustainability, and social responsibility, showcasing the company's commitment to improving its sustainability management [4] Group 5: Investor Relations and Engagement - The company has strengthened its investor relations by establishing effective communication with institutional investors and industry analysts [5] - The "Chief Look at Tin" segment was upgraded, featuring insights from Chief Analyst Liu Mengluan on investment logic and the competitive landscape of the tin industry [5]

1、问：公司新能源电动汽车领域业务发展情况？ 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动类 | 特定对象调研 分析师会议 | | --- | --- | | 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 （电话会议）  | | 参与单位名称及人 | 中国国际金融股份有限公司、北京才誉资产管理企业（有限 | | 员姓名 | 合伙）、福州开发区三鑫资产管理有限公司、富国基金管理 | | | 有限公司、广发基金管理有限公司、广发基金管理有限公司、 | | | 广州金控资产管理有限公司、恒盈资本有限公司、华宝信托 | | | 投资有限责任公司、华夏财富创新投资管理有限公司、江西 | | | 彼得明奇资产管理有限公司、进化论资产、九泰基金管理有 | | | 限公司、绿色发展基金私募股权投资管理（上海）有限公司、 | | | 茂典资产、浦银安盛基金管理有限公司、上海伯兄投资管理 | | | 有限公司、上海电气集团财务有限责任公司、上海复星高科 | | | 技（集团）有限公司、上海海岸号角私募基金管理有限 ...

证券代码：300693 证券简称：盛弘股份 编号：2025-004 深圳市盛弘电气股份有限公司 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（电话调研） | | 参与单位名 称及人员姓 | 长城财富保险、华夏基金、中信资管、昊泽致远、上海蓝 | | 名 | 墨、交银施罗德、银华基金、长盛基金、博时基金、彤源投 | | | 资、鑫垣私募、兴证全球、富国基金、远望角投资、长江证 | | | 券、东兴基金、南方基金、华宝基金、百达世瑞私募、安联 | | | 环球、宝盈基金、信达澳亚基金、天风证券、嘉合基金、光 | | | 大保德信基金、红杉中国、基石资本、同泰基金、开源资 | | | 管、泉果基金、五地私募、龙航资管、国信证券、南土资 | | | 管、汇添富基金、钦沐资管、宁泉资管、太平洋资管、南方 | | | 基金、招商基金、途灵资管、西部利得基金、大家保险、兆 | | | 天资管、域秀资管、广发基金、博裕资本、混沌投资、国寿 | | | 安保 ...

证券代码：300908 证券简称：仲景食品 文件编号：2025-02 仲景食品股份有限公司 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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 参与公司 2024 年度业绩说明会的投资者 时间 2025 年 4 月 7 日（星期一）下午 15:00-16:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 公司接待人员姓名 副董事长、总经理：朱新成 董事会秘书：王飞 财务总监：王荷丽 独立董事：叶建华 投资者关系活动主要内容介绍 1、请问贵公司本期财务报告中，盈利表现如何？ 您好，2024 年，公司坚持以用户为中心，以长期主义建设品牌和优化产品， 通过产品品质升级、品牌价值输出、渠道融合发展的协同效应，构建差异化竞争 优势，实现稳健发展，主营业务连续十二年保持正增长。 2024 年，公司实现营 业收入 109,764.67 万元，同比增长 10.40%，归属于上市公司股东的净利润 17,540.31 万元，同比增长 1.81%，归属于上 ...

证券代码:300818 证券简称:耐普矿机 编号:2025-001 答：目前处于市场推广阶段，前期毛利率会较低。随着市场接 受度的认可、渗透率的提升，将带动公司备件整体毛利率的提高。 5、锻造衬板市场的前景如何？预计未来几年会给公司带来多 大的业绩增量？ 江西耐普矿机股份有限公司 投资者关系活动记录 | | 特定对象调研 | | 分析师会议 | | | --- | --- | --- | --- | --- | | 投资者关系活 | 媒体采访 | | 业绩说明会 | | | 动类别 | 新闻发布会 | | 路演活动 | | | | 现场参观 | | 一对一沟通 | | | |  其他（线上交流） | | | | | | 中天汇富基金 | 古道和 | 上海国际信托 | 徐建春 | | | 泓德基金 | 郑祺鑫 | 长安国际信托 | 胡少平 | | | 睿道投资 | 荣令睿 | 慎知资产 | 李浩田、陈 | | | | | | 增博 | | | 尚诚资产 | 向红旭 | 三登投资 | 倪娜 | | | 德若私募 | 罗采奕 | 耕霁投资 | 黄梦可 | | | | | | Penny | | | ...

Group 1: Industry Outlook and Growth Drivers - The demand for AI-driven servers, data storage, and high-speed network infrastructure is expected to grow, alongside the increasing electrification, intelligence, and connectivity of vehicles, creating opportunities for industry development [1][4]. - Emerging application fields are anticipated to further drive growth in the PCB market, with artificial intelligence, high-speed networks, and automotive electronics (EV and ADAS) being key growth drivers [3][5]. Group 2: Company Performance and Strategy - The company’s revenue from direct exports to the U.S. is less than 5%, with the majority of products exported to Southeast Asia, minimizing exposure to tariffs [1][6]. - The company maintains a normal production operation, with orders aligning with overall industry demand, indicating a stable performance [3][5]. - The company is focusing on technology innovation and a diversified customer structure to maintain resilience and competitive advantage in a complex environment [2][7]. Group 3: Future Capacity and Production - The company is increasing R&D investment and focusing on key and bottleneck processes, expecting effective capacity improvements in the second half of 2025 [1][4]. - The Thailand production base has entered the trial production phase, which will gradually develop into large-scale production capabilities [1][4].

Financial Performance - In 2024, the company achieved a revenue of CNY 44.211 billion, representing a year-on-year growth of 29.56% [2][4] - The net profit attributable to shareholders was CNY 1.753 billion, with operating cash flow of CNY 4.021 billion [4] - AI terminal hardware-related business revenue reached approximately CNY 40.731 billion, growing by 32.75% year-on-year [5][7] Business Transformation and Strategy - The company successfully transitioned from a product manufacturing expert to a solution provider, becoming a global leader in AI terminal hardware manufacturing [2] - For 2025, the strategic focus is on "strategic determination and solid foundation," emphasizing innovation and international development [2][16] - The company aims to enhance its core competitiveness by creating an integrated smart manufacturing platform that combines lean, digital, automated, and green practices [3][16] Market Expansion and Product Development - The company is expanding its overseas market presence and enhancing profitability, with 58 production and service locations globally [13] - In the AI terminal sector, significant progress was made in areas such as AI glasses, XR wearables, and thermal management solutions [5][6][9] - The imaging display business saw a revenue increase of 103.32%, reaching CNY 11.270 billion in 2024 [5] Robotics and Automation - The company has been actively investing in automation and robotics, particularly in humanoid robots, with over 400 patents accumulated [9][10] - The product layout includes core technologies for servo motors, reducers, and controllers, aiming to become a manufacturer of complete robotic systems [10][12] Industry Outlook - The AI terminal market is expected to focus more on application scenarios, solutions, and service integration, with new terminal forms emerging rapidly [14] - The integration of AI technology in consumer electronics is anticipated to drive innovation and a new wave of product upgrades [6][14]

| 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 □一对一沟通 | | | ☑ 其他（电话会议） | | 参与单位名称及人员 | 东证资管-江琦、马庆华，东方证券-赵博宇 | | 姓名 | | | 时间 | 年 月 日星期四 2025 4 3 | | 地点 | 集团总部办公大楼 | | 上市公司接待人员 | 证券事务代表-李孟珏，投资者关系管理-杨可欣、张昱，信息 | | | 披露岗-余洋 | | 投资者关系活动主要 | 了解公司生产经营情况等相关问题 | | 内容介绍 | | | 附件清单 | 会议记录 | 1 / 1 投资者调研会议记录表 编号：07-2504-02 云南白药集团股份有限公司 ...

云南白药集团股份有限公司 投资者：东证资管-江琦、马庆华，东方证券-赵博宇 参加人员：证券事务代表-李孟珏，投资者关系管理-杨可欣、张 昱，信息披露岗-余洋 会议内容 1、请介绍一下公司 2024 年经营情况。 答：2024 年，公司克服外部环境剧烈变化带来的挑战，聚焦制 药核心，通过全产业链、全价值链、全生产要素的卓越运营，保持强 劲增长。报告期内，实现营业收入 400.33 亿元，较上年同期增长 2.36%； 实现归母净利润 47.49 亿元，较上年同期的 40.94 亿元同比增长 16.02%；扣非归母净利润 45.23 亿元，较上年同期的 37.64 亿元同比 增长 20.18%，创历史新高。 投资者调研会议记录 时间：2025 年 4 月 3 日 地点：集团总部办公大楼 召开方式：电话调研 4、请介绍一下公司的分红情况。 从成长质量来看，报告期内公司经营性现金流净额为 42.97 亿元， 较上年同期增长 22.68%；加权平均净资产收益率 11.99%，较上年同 期提升 1.48 个百分点；基本每股收益 2.66 元/股，较上年同期增长 16.16%。与此同时，公司业务结构持续优化，工业收入占营业收 ...