证券代码： 300192 证券简称：科德教育 | 2、在竞争激烈的职业培训赛道，公司计划如何进一步提高 | | --- | | 市场渗透率实现用户数量和营收的增长？ | | 答:您好！为了应对日益加剧的市场竞争，公司将在以下几 | | 个方面共同发力，一是紧跟政策趋势，教育行业受政策影响较大， | | 公司会及时跟踪国家和地方教育政策的变化，提前预判可能的影 | | 响，通过多元化布局，有效降低政策风险，抓住新的市场机遇， | | 同时，及时学习和领会相关政策及文件精神，继续聚焦现代职业 | | 教育，深化产教融合，持续完善产业链布局；二是加强技术创新 | | 与应用，子公司科德荟英基于对"AI + 教育"应用场景的探索， | | 推出了 AI 智能学习软件——科德 AI 学，未来会继续加大技术投 | | 入，利用人工智能等新技术优化教学体验、提升教学成绩、降低 | | 教学成本，推动线上线下融合，提升学习效率和个性化服务；三 | | 是强化课程研发，开发符合市场需求的课程体系，满足不同学员 | | 的升学与职业发展需求，满足更多学员的学习需求；四是提升服 | | 务质量，注重品牌建设与口碑传播，以优质服务树 ...

Group 1: Company Overview and Financial Performance - The company achieved a revenue of 3.835 billion yuan in 2024, representing a year-on-year growth of 9.61% [8] - The net profit attributable to shareholders was 268 million yuan, with a significant increase of 266.94% year-on-year [8] - In Q1 2025, the company reported a revenue of 1.046 billion yuan, showing a growth of 15.11% compared to the previous year [8] Group 2: Brand Strategy and Market Positioning - The company utilizes the "Blue Stripe" branding to enhance brand recognition across its product lines [2][3] - The company focuses on B-end sales channels, with plans to cautiously evaluate C-end brand investments based on market conditions [3] Group 3: Product Development and Innovation - The company aims to enhance product innovation by focusing on large single products and customized offerings for top clients [5] - Plans to expand UHT cream production capacity to diversify product lines towards higher-end and cost-effective options [5] Group 4: Competitive Advantages - The company boasts strong technical and R&D capabilities, ensuring product quality and innovation [5] - A diverse product portfolio includes frozen baked goods and various baking ingredients, catering to a wide range of customer needs [5][10] - The company has established a comprehensive marketing network across multiple sales channels, reducing risks associated with reliance on a single channel [5][9] Group 5: Future Growth and Market Expansion - The company is optimistic about the long-term growth of the frozen baking industry, driven by rising consumer acceptance and diverse demand [10][11] - Plans to enhance international market presence, particularly in North America and Southeast Asia, with overseas revenue of approximately 64 million yuan in 2024, accounting for about 1.7% of total revenue [7][11] Group 6: Shareholder Returns and Financial Policies - The company plans to distribute cash dividends of approximately 1.77 billion yuan in 2024, representing 66.17% of the net profit attributable to shareholders [6] - The company maintains a cautious approach to dividend policies, balancing shareholder returns with operational needs [12]

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 公司接待人员姓名 黄平 （董事、董事会秘书、财务负责人） 尚丹妮（IR） 参与单位名称及 人员姓名 中金公司 曲昊源 时间 2025 年 05 月 15 日 14:30-15:30 地点 公司会议室 形式 现场会议 交流内容及具体问答 记录 1、公司的主要业绩驱动因素？ 公司始终坚持"创新驱动发展战略"，通过持续的技术突 破推动企业高质量发展。经过多年积累，公司已全面掌握了超 高压绝缘材料开发、电缆附件系统设计及检测、电缆附件制造 以及检测、电级附件的安装等核心技术，构建了完整的电缆附 件技术体系。为保持技术领先优势，公司近年来持续加大研发 投入，特别是在基础材料应用、产品成型工艺、高电压等级产 品研发以及智能电缆附件等前沿领域，通过大幅增加人力成本 投入，不断扩充高端研发团队，持续强化核心竞争力，为企业 的可持续发展提供坚实保障。同时，公司与西安交大成立"长 缆科技-西安交通大学联合研究中心"，并确定了联合研究项 目，组建了矩阵式联合研究团队，共同开展研究工作，为后续 深入开展产学研合作 ...

Company Overview - The company operates in internet marketing based on data research, focusing on e-commerce sales services, product development, and digital marketing services, with a deep layout in industries such as liquor, beverages, daily chemicals, and maternal and infant products [1] - The company has established a significant presence in live e-commerce and short video e-commerce, with nearly 4,000 square meters of live broadcast bases and 45 live broadcast rooms in key e-commerce cities like Hangzhou and Beijing [1] Partnerships - The company collaborates with major liquor brands including Luzhou Laojiao, Shanxi Fenjiu, Wuliangye, and Qingdao Beer, among others, and has established deep strategic partnerships with major domestic e-commerce platforms such as JD.com, Tmall, Douyin, Kuaishou, and Pinduoduo [2] Business Performance - In 2024, the company achieved a GMV of 8.2 billion CNY, a year-on-year increase of 7% - The operating revenue reached 3.676 billion CNY, reflecting a growth of 30.18% - The net profit attributable to shareholders was 260 million CNY, up by 29.61% [3] Product Strategy - The company has launched strategic flagship products, including "Six-Year-Old Rare Product" and various gift boxes, achieving nearly 100 million CNY in GMV since their launch [4] - The company is expanding its product matrix and enhancing online penetration through strategic cooperation with core partners [4] Financial Management - The company has not distributed dividends for 12 years due to negative retained earnings, with a surplus reserve of 132.82 million CNY and a capital reserve of 1.298 billion CNY as of December 31, 2024 [5] - The company emphasizes investor returns through improved information disclosure, share buybacks, and employee stock ownership plans, having repurchased 22.34 million shares for a total of 101 million CNY [5] Market Expansion - The company is actively exploring overseas markets and emerging platforms, leveraging platforms like TikTok, Lazada, Tokopedia, and Shopee to provide comprehensive e-commerce services [6] - The company aims to develop new product lines and enhance its market presence in various sectors, including liquor and daily chemicals [6]

| 对稳定。感谢您的关注！ | | --- | | 目前已上线的小游戏表现如何？未来在小游戏研发和推 3. | | 广方面的资源投入计划是怎样的？ | | 答:公司已上线的小程序游戏包括《大圣顶住》、《塔防三国 | | 志II》等，由于产品生命周期等原因，其流水表现与刚上线时相 | | 比有一定程度的下滑。未来，公司会根据游戏测试数据表现及市 | | 场环境情况动态调节小游戏的研发和推广节奏。 | | 4. 境外市场方面，《代号 S》和《代号 H》的研发进度分 | | 别处于什么阶段？预计在哪些海外市场重点推广？ | | 答:《代号 S》和《代号 H》尚在测试和调优阶段，预计主要 | | 面向欧美游戏市场。谢谢！ | | 5. 2025 年的销售策略和费用投入计划是怎样的，以保障公 | | 司产品的市场份额和知名度？ | | 答:公司会根据在研产品的研发和调优进度，积极推进新游戏 | | 的上线和推广。同时，公司也会适当关注新品研发，结合市场情 | | 况，对新产品、新方向进行试验和研发。 | | 6. 在游戏行业人才竞争激烈的环境下，公司如何吸引和留 | | 住高端人才？ | | 答:通过合理的激励、授权和 ...

投资者活动记录表 编号：2025-012 | | □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 | □新闻发布会 □路演活动 | | 别 | √现场参观 □电话会议 | | | □其他： （请文字说明其他活动内容） | | 参与单位 | | | 名称及人 | 中国银河证券（石嘴山朝阳西街证券营业部）负责人陈广和投资者共计 19 人 | | 员姓名 | | | 时间 | 2025年5月15日下午15:00-16:00 | | 地点 | 宁夏东方钽业股份有限公司 | | 公司接待 | 证券事务代表：党丽萍、证券部员工：孙立喆 | | 人员姓名 | | | 投资者关 | 为进一步活跃市场，提振投资者信心，践行以人民为中心的发展思想，促 | | 系活动主 | 进上市公司高质量发展。5 月 15 日，中国银河证券开展"砥砺奋发新征程， | | | 投教服务再出发"主题活动走进东方钽业。证券事务代表党丽萍女士带领投资 | | 要内容介 | 者参观了公司展厅和部分生产分厂，并向投资者介绍了公司的基本情况、主要 | | 绍 | 产品及应用、未来发展 ...

您好，感谢您对公司的关注。公司目前也在积极拓宽 PCCP 管材的 下游应用领域，核电领域目前暂无应用案例；公司在 PCCP 行业的竞争 优势体现在品牌、业绩积累、生产布局、技术研发等方面。谢谢！ 投资者关系活动记录表 编号：2025-002 | | □分析师会议 | □特定对象调研 | | --- | --- | --- | | 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 | | | | □其他（请文字说明其他活动内容） | | | | 线上参与"2025 年山东辖区上市公司投资者网上集体接待日活动"的投 资者； | | | 活动参与人员 | | | | | 公司董事长兼总裁付波先生；董事会秘书李文波先生；公司财务总监方 | | | | 林擎先生。 | | | 时间 | 年 月 日（星期四）下午 2025 5 15 15:00—16:30 | | | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | 地点 | 用网络远程的方式召开业绩说明会 | | | 形式 | 在线文字交流 公司就投 ...

山东金城医药集团股份有限公司 证券代码： 300233 证券简称：金城医药 答：投资者，您好，麦角硫因具有抗氧化、抗炎和细胞保护等多 种生理功能，可用于食品、药品、护肤品等领域。公司有少量样 品出售，目前尚未对公司业绩产生重大影响，敬请投资者注意投 资风险，感谢您的关注! 投资者关系活动记录表 编号：2025-002 | 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 | 2025 年 5 月 15 日 (周四) 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 | | 上市公司接待人 | 1、董事会秘书 朱晓刚 | | 员姓名 | 2、财务总监 刘静 | | | 以下为公司就投资者在本次说明会中提出的问题进行的回复（重 | | ...

山东金岭矿业股份有限公司投资者关系活动记录表 | 实现产业协同效应。挖掘服务领域潜力，增强现代服务业 | | --- | | 领域的竞争力。感谢关注。 | | 6.请问总经理，大张铁矿的勘探周期是多长？预期什 | | 么时候可以公布勘探储量？ | | 答：尊敬的投资者您好，大张地区铁矿勘探工作正在 | | 进行中，后续进展请以公告为准，感谢您的关注，谢谢。 | | 7.请问总经理，永锋钢铁集团是否公司的大客户之 | | 一？永锋钢铁是否已经通过控股公司买入金岭矿业的股 | | 票？ | | 答：尊敬的投资者您好，目前公司没有和永锋钢铁集 | | 团发生业务，公司前十大股东已在定期报告披露，敬请查 | | 阅。感谢您的关注，谢谢。 | | 8.请问总经理，宝武集团已经全面介入了山钢集团的 | | 业务流程，那铁矿石业务，金岭矿业是否有与宝武资源合 | | 作的可能？合作是否已经开始？具体是哪些项目或者方 | | 向？ | | 答：尊敬的投资者您好，公司目前没有与宝武资源开 | | 展合作，感谢您的关注，谢谢。 | | 9.请问总经理，公司年初宣传今年是资本操作启动 | | 年，并最少完成一家在产铁矿的投资，目前 ...

Group 1: Company Overview and Financial Performance - The company has a net asset exceeding 1.3 billion yuan and maintains sufficient cash flow, indicating financial stability [2] - In Q1 2025, the company's CNC machine tool products achieved approximately 180 million yuan in revenue, reflecting continuous growth in the machine tool business [3] - The company plans to optimize its investor return mechanism based on operational performance and shareholder demands [5] Group 2: Product Development and Market Position - The company emphasizes continuous innovation in mold manufacturing, utilizing advanced technologies such as laser engraving and 3D printing [3] - The tire mold business has seen consistent revenue growth due to self-research and rapid response to customer needs [3] - The electric heating vulcanization machine has significant advantages over traditional methods, with expectations for substantial market growth in 2025 [4] Group 3: Production Capacity and Future Outlook - The high-end casting project, with a capacity of 65,000 tons, is expected to begin production around June 2025, focusing on wind power components [4] - The global demand for gas turbines is anticipated to rise, with the company currently operating at full capacity [4] - The company has established a comprehensive global production service system with subsidiaries in various countries, including the USA, Thailand, and Hungary [5] Group 4: Market Strategy and Customer Engagement - The company actively engages in investor relations through online collective reception days and specific investor surveys [2] - The CNC machine tool products cater to various industries, including precision molds, automotive, and electronics, with a focus on customized services [5] - Currently, less than 10% of the company's direct exports are to the US market, indicating potential for growth in international sales [5]