证券代码：002320 证券简称：海峡股份 海南海峡航运股份有限公司投资者关系活动记录表 编号：20250312 问：《海南自由贸易港建设总体方案》规定，将在 2025 年底前适时启动海南全岛封关运作。此举将为公司带来哪些机 遇？ 答：海南自贸港实施优惠的税收政策，包括企业所得税优 惠等，直接降低公司的运营成本，为公司发展提供良好的政策 环境。海南封关运作后，将实行"一线放开，二线管住"的政 策，这意味着境内外货物进出海南将更加自由便利；实施"非 禁即入"原则，投资自由化，这将吸引更多的投资者和合作伙 伴进入海南市场，有利于公司车客流量的确定性增长。随着海 2 | | 南省基础设施建设的完善，如环岛旅游公路的建成，也将大幅 | | | --- | --- | --- | | | 吸引自驾人群，对公司的主营业务起到带动作用。 | | | | 问：请问公司海口至海安航线票价有无调整？ | | | | 答：海口至海安航线票价近年未发生变动。未来，公司将 | | | | 通过提供港、航增值服务及强化枢纽商业运营等方式提升收 | | | 入。 | | | | 附件清单（如有） 无 | | | | 日期 | 2025 3 ...

投资者关系活动记录表 编号：2025-001 证券代码：002805 证券简称：丰元股份 山东丰元化学股份有限公司 | 投资者关系 | √特定对象调研 □分析师会议 □业绩说明会 | | --- | --- | | 活动类别 | □媒体采访 □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 青岛市科技风险投资有限公司 | | 时间 | 2025 年 3 月 12 日 | | 地点 | 公司青岛办公室 | | 上市公司接待 | 倪雯琴（董事会秘书） | | 人员姓名 | | | | 本次交流会中，互动问答的主要内容（口头交流内容表述 | | | 可能存在误差，如与正式公告内容冲突，请以正式公告披露内 | | | 容为准）如下： | | | 1、公司当前磷酸铁锂产能达到了怎样的规模？ | | | 目前公司已建成的磷酸铁锂产能共计 22.5 万吨，在建磷 | | | 酸铁锂产能共计 7.5 万吨，公司也会根据行业的发展趋势和下 | | 投资者关系活动 | 游客户的需求变化，在产能建设实施过程中进行实时调整。 | | 主要内容介绍 | 2、公司 2024 年业绩情况如何？ | | | ...

投资者关系活动记录表 | |  特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 海南上善如是私募基金管理合伙企业（有限合伙） | | 及人员姓名 | | | 时间 | 2025 年 3 月 11 日 (星期二) | | 地点 | 公司办公室 | | 上市公司 | 副总经理、财务总监、董事会秘书：郭耀明 | | 接待人员姓名 | 董事会办公室：黄奕瑞 | | | 投资者提出的问题及公司回复情况如下： 问题 1、请介绍下和逸文的合作方式。 | | 投资者关系活动 | 答：公司于 年开拓了 眼镜业务，已与逸文科技在 2024 AR/AI | | 主要内容介绍 | 产品设计、研发及加工等方面达成深度合作，随着产品逐步成熟、 | | | 市场规模的增长，预计公司 AR/AI 眼镜产品的出货规模将持续提 | | | 升。公司积极开拓 眼镜相关产品的市场，与国内知名企业 AR/AI | | | 乐相（大朋）、小派、亮亮视野、纳德等达成了友好的合作关系。 | 证 ...

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 （请文字说明其他活动内容） 参与单位名称及人员姓名 中航证券 陈翼 时间 2025 年 3 月 12 日 星期三 地点 董事会秘书办公室 上市公司接待人员 董事会秘书孙晋 投资者关系活动主要内容介绍 现场交流的内容主要集中在公司基本情况以及各 业务板块的构成、国内外市场产品布局现状、农业信 息化项目、公司发展战略、控股股东情况等方面，交 流内容基于公开披露信息，未涉及公司未公开重大信 息。 附件清单（如有） 无 日期 2025 年 3 月 12 日 编号：2025-001 证券代码：000816 证券简称：智慧农业 江苏农华智慧农业科技股份有限公司投资者关系活动记录表 ...

证券代码：301000 证券简称：肇民科技 投资者关系活动记录表 编号：2025-010 瑞银证券、嘉合基金 三、2月13日 券商策略会 华泰柏瑞、海富通、华安基金、摩根基金、南方基金、西 部利得、长信基金、万家基金、中银基金、国联安基金、财通 基金、华富基金、博道基金、兴银基金、华宝基金、平安资管 四、2月14日 电话交流会议 东方红基金 上海肇民新材料科技股份有限公司 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他 电话交流会议、券商策略会 | | | 一、2月11日 券商策略会 | | | 上海大朴、中信保诚、太平养老、浙江四叶草、财通证 | | | 券、东吴基金、上海乘是、杭银理财、泰信基金、上海古曲私 | | | 募、上海玖歌、富国基金、中海基金、汇丰晋信、鹏扬基金、 | | | 浙商证券股份、万家基金、长信基金、浙江浙商证券、上海筌 | | 参与单位名 | 笠、世嘉控股集团（杭州）、世纪证券投资、永赢基金、青岛 | | 称及人员姓 | 经 ...

债券代码：128095 债券简称：恩捷转债 证券代码：002812 证券简称：恩捷股份 云南恩捷新材料股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □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 | 中信证券、广发基金、红杉中国、申万菱信基金、君和资本等机构 | | 名 | | | 时间 | 2025 年 3 月 11 日 | | 地点 | 上海恩捷新材料科技有限公司 楼会议室 4 | | 上市公司接 | 董事会秘书 禹雪 | | 待人员姓名 | 新型电池材料研究所所长兼湖南恩捷副总经理 刘洋 | | | 半固态电池材料研究所研发高级工程师 温鹏超 | | | 公司就投资者以下问题进行回复： | | | 1、公司全固态产品主要有哪些？ | | | 公司全固态产品主要有硫化锂、硫化物固态电解质和硫化物固态电解质膜，硫 | | 投资者关系 | 化锂百吨级产线正在试生产，固态电解质已建成吨级产线，正在 ...

Company Overview - Founded in 1993, Hunan Sande Technology Co., Ltd. specializes in instrument equipment and unmanned intelligent equipment, primarily serving industries such as coal, metallurgy, and chemical engineering [1][2]. - The company has a competitive advantage in coal detection instruments and unmanned intelligent equipment, focusing on high-value segments of the value chain [1]. Financial Performance - In 2023, the company reported approximately CNY 460 million in revenue, with analysis instruments contributing CNY 247 million (53.26%) and unmanned intelligent equipment contributing CNY 144 million (31.07%) [3][4]. - The net profit is expected to increase significantly in 2024 due to a rise in the delivery volume of unmanned intelligent equipment and a low comparative base from the previous year [3]. Product and Market Insights - The gross margin for unmanned intelligent equipment has been increasing, reaching 42.98% in 2023, with expectations for further growth, although it may not reach the over 60% margin of analysis instruments [4]. - The company has accumulated 1,122 patent applications, with 636 patents granted, indicating a strong focus on innovation [1][2]. Order and Delivery Trends - The company has a robust order backlog for unmanned intelligent equipment, with a standard delivery cycle of 6 to 12 months [5]. - Orders for unmanned intelligent equipment are not separately tracked for stock upgrades versus new projects, but new projects typically require complete installations [5]. Competitive Landscape - The company is one of the earliest manufacturers of coal quality analysis instruments in China and is among the few with complete proprietary technology for unmanned intelligent equipment [6]. - The market is fragmented, with no direct comparable listed companies, highlighting the company's leading position in the sector [6]. Future Outlook - The company is optimistic about maintaining revenue growth in 2025, driven by increasing demand for digital detection solutions and its competitive advantages in unmanned intelligent equipment [9]. - The company is also exploring expansion into non-coal sectors, with existing applications in areas such as biomass and hazardous waste [10]. Employee Incentives - The company has implemented employee stock incentive plans in 2018 and 2020, achieving the desired motivational effects, and is considering further incentive mechanisms [11].

Company Overview - Zhejiang Yongtai Technology Co., Ltd. was established in 1999 and listed in 2009, headquartered in Taizhou, Zhejiang Province. It is a global leader in fluorine fine chemicals manufacturing, covering both inorganic and organic fluorochemical industries [2]. - The company has multiple production bases in Zhejiang, Inner Mongolia, Fujian, and Guangdong, with sufficient existing, under-construction, and planned capacity to support future core business growth [2]. Financial Performance - The company expects to achieve an operating revenue of CNY 400 million to 500 million in 2024, with overall performance not yet turning profitable but losses narrowing compared to the previous year [2][3]. - The improvement in performance is primarily due to better results in lithium battery materials and plant protection businesses [3]. Lithium Battery Materials - The profitability of lithium battery materials is influenced by raw material price fluctuations and supply-demand dynamics. The company has implemented cost reduction and efficiency enhancement measures, leading to increased production efficiency and effective cost control [4]. - The company has established a vertically integrated industrial chain from lithium salt raw materials to lithium salts, additives, and electrolytes, enhancing its core competitiveness in the lithium battery materials sector [5]. Pharmaceutical Sector - The expiration of original drug patents in the pharmaceutical sector has impacted revenue and gross profit, but the effect is gradually diminishing. The company is focusing on cost control and expanding market outreach to capitalize on opportunities in the generic drug market [6]. - The company aims to enhance profitability in the pharmaceutical sector by developing high-value-added formulation products and expanding its sales network, which currently covers 26 provinces and autonomous regions [6]. Agricultural Chemicals - Following inventory adjustments in the agricultural chemicals industry, market demand is recovering. The company's subsidiary in Inner Mongolia has successfully launched several plant protection products in 2024, leading to growth in sales scale and gross profit [7]. Trade Business - The trade business accounted for 37.16% of the company's operating revenue in the first half of 2024, primarily managed by Shanghai Nonghui, which has over 1,000 pesticide registration certificates overseas [8]. - The company plans to strengthen the connection between the plant protection and trade sectors to leverage platform advantages and enhance product sales coordination [8]. Fluorinated Liquids Project - The fluorinated liquids products are applicable in semiconductor manufacturing and data center cooling. The company is actively advancing product development and market promotion to ensure rapid response to market conditions [9]. Lithium Battery Technology Development - The company is developing new materials and mechanisms to significantly enhance lithium-ion battery lifecycle, promoting sustainable development in the lithium battery industry. However, the project requires a considerable R&D period and may face uncertainties in industrialization [10].

| 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 | 中信证券、川发证券、中金资管、东北证券、海通证券、华泰证券、华西证券、 | | | | 西部证券、西南证券、中泰证券、天风证券、海南亿能投资、金科投资、泉果 | | | 人员姓名 | 基金、上海胤胜资管等共计 人 22 | | | 时间 | 年 月 日 2025 11 | 3 | | 地点 | 成都市双流区西航港大道中四段 909 号 | | | 上市公司接待人 | 董事、董事会秘书、副总经理：刘兰 | | | 员姓名 | 证券事务代表：朱亚兰 一、公司介绍 | | | | 由公司董事、董事会秘书、副总经理刘兰女士介绍主营业务情况、产品介 绍等。 | | | | 二、互动交流 | | | | 1、公司谐波减速机产品依靠的是自有技术吗？主要技术优势有哪些？ | | | 投资者关系活动 | 回复：公司谐波减速机产品依靠的是自有技术，该产品凭 ...

Group 1: Agricultural Protection Business - The "de-inventory" situation in the agricultural protection business is nearing completion, with signs of order volume recovery in Q4 2024 [1] - The company will continue to implement a "major customer strategy" while actively expanding new customers and products to explore new growth points [1] - The company aims to optimize production operations in the UK and establish a factory in Malaysia to enhance global competitiveness [1] Group 2: Pharmaceutical Business - The pharmaceutical business is progressing as planned, with expectations for stable development [2] - The company collaborates with leading pharmaceutical companies and focuses on expanding new customers and enhancing R&D capabilities [2] - Plans are in place to build new pharmaceutical workshops to meet future business needs [2] Group 3: New Energy Business - The new energy business is advancing with customer communication, project R&D, and quality system construction [3] - The company is entering the new energy sector with products like electrolytes, aiming for revenue breakthroughs in 2025 [3] - The competitive landscape is challenging, necessitating continuous optimization of technology, quality, and operational efficiency [3] Group 4: International Expansion and Market Dynamics - Investments in the UK and Malaysia are aimed at providing stable supply chains and enhancing service quality [4] - The impact of U.S. tariff policy changes on the company's business is limited due to the small proportion of deliveries to U.S. ports [4] - The rise of Indian CDMO companies poses competition, but their strengths in the generic drug sector do not yet extend to patented drugs [5]