Group 1: Company Overview - The company operates in the fine chemical sector, focusing on the research, production, and sales of surfactants and cleaning products, with production bases in Changsha, Shanghai, and Dongguan. The annual production capacity for surfactants exceeds 600,000 tons, while cleaning products have a capacity of approximately 250,000 tons. The overall capacity utilization rate for 2024 is 86% [1] Group 2: Pricing and Procurement Strategy - The pricing logic for surfactant products is based on the model of "main material cost + other costs + reasonable profit." The company has established a procurement department to manage the purchasing of raw materials, auxiliary materials, and packaging materials [2] - The company implements a "supply and sales linkage" pricing strategy, where product sales prices are linked to raw material procurement prices. The procurement department monitors raw material price fluctuations and adjusts procurement plans accordingly [2] Group 3: Technological Advantages - The company is equipped with internationally advanced production and testing equipment for surfactant production, ensuring high product quality and stability through automated control and formulation technologies. It is also advancing the green and functional development of surfactants, with leading domestic technologies in dioxane control and color control [3] Group 4: Strategic Development Focus - The core business of the company is the research, production, and sales of surfactants. It emphasizes continuous technological research and innovation, aiming to build a diverse product matrix and expand into related application fields such as industrial and electronics sectors. The company is also open to external mergers and acquisitions to accelerate business layout and upgrades [4] Group 5: International Business Performance - The company has shown strong growth in foreign sales, with revenue increasing from 199 million RMB in 2021 to 600 million RMB in 2024, representing a cumulative growth of over 300% in three years. The latest foreign sales revenue for the first half of 2025 reached 418 million RMB, a year-on-year increase of 53.07% [5]

证券代码：301115 证券简称：联检科技 | 投资者关系活动 | 特定对象调研 分析师会议 ☐ | | --- | --- | | | 媒体采访 业绩说明会 ☐ ☐ | | 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） ☐ | | 参与单位名称及 | 广发证券 耿鹏智 | | 人员姓名 | | | 时间 | 2025年10月9日 | | 地点 | 公司会议室 | | 上市公司接待人 | | | 员姓名 | 董事、董事会秘书 吴海军；监事会主席、证券事务代表 朱晔 | | | 1、公司在行业中的竞争优势？ | | | 答：公司在检测检验领域的差异化优势主要体现在"需求导向的一体化服务 | | | 生态"与"跨领域技术整合能力"。公司以解决客户痛点为出发点，构建了"检 | | | 测诊断-问题定位-解决方案"的闭环服务模式，显著提升了客户粘性与服务附加 | | | 值。 | | | 在传统优势领域，如建工和环境检测领域，公司通过"检测+"模式深度绑 | | | 定客户需求。例如，在建筑安全检测中，公司不仅提供检测服务，还同步提供材 | | | 料 ...

4 问：想了解公司未来的主要业务发展方向。 证券代码：002698 证券简称：博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号：2025-008 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（电话会议） 会议 现场调研 时间 2025 年 10 月 9 日 15:00 至 16:00 参与单位名称 及人员姓名 招商证券股份有限公司 方嘉敏 大家资产管理有限责任公司 蔡 云 地点 公司会议室 上市公司接待人员姓名 董事、董事会秘书 陈博 投资者关系活动主要 内容介绍 主要交流内容： 1 问：想了解公司智能制造装备在产品应用领域的主要竞争优势。 答：在智能制造装备产品线方面，公司产品具备高速、高精度、运行高可靠性的技术优势， 精准聚焦高端智能制造装备市场，满足客户对高效、安全、精细化生产的严苛要求。在智能 制造整体解决方案领域，公司深度融合机器视觉、深度学习、机器人控制算法等人工智能技 术，打造多品类创新产品方案，为客户构建数字化、智能化的生产场景。公司提供固体物料 后处理、电石矿热炉冶炼作业智能车间等智能制造整体解决方 ...

Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from September 15 to September 30, 2025, including on-site research, phone conferences, and roadshows, involving a total of 9 to 20 participants per session [2][4][5][6][7][8][9][10][11]. - Notable participants included GIC, CBUS, OAKTREE Capital Management, and Morgan Stanley, among others [2][4]. Group 2: Product and Business Expansion - The company has expanded its product line from frequency converters to servo systems and electric control systems for new energy vehicles, driven by core technology and customer demand [7][8]. - New products such as precision machinery, pneumatic products, and sensors are being promoted through a bundled sales strategy, enhancing customer satisfaction [7][8]. - The company introduced the IPT300 distributed bus valve island, which reduces tubing and cable costs by 67% and communication failure risks by 90%, while improving production rhythm by 20% [7][8]. Group 3: Focus on Process Industry - The company aims to strengthen its presence in the process industry, which requires high reliability and system solutions, by enhancing its digital capabilities and creating model projects [8][9]. - The company is addressing the digital transformation in the process industry, focusing on data-driven solutions to support new industrialization [8]. Group 4: Digital Energy Solutions - The company launched the InoCube-FEMS platform, which optimizes electricity usage strategies, reduces costs, and supports carbon certification [8][9]. - InoCube-FEMS has reportedly saved approximately 4 million yuan in annual electricity costs for the company's park and has been successfully applied in various industries [9]. Group 5: Robotics Development - The company is actively developing humanoid robots, showcasing components such as bionic arms and actuators at the China International Industry Fair [10]. - The focus is on providing scene-based products and solutions tailored to manufacturing scenarios [10]. Group 6: Internationalization Strategy - The company aims to increase its overseas business share, focusing on brand building, establishing international platforms, and exporting customized solutions to multinational clients [11]. - The strategy includes leveraging past successes in the Chinese market to enhance international presence [11].

Company Overview - Zhejiang Precision Integrated Technology Co., Ltd. was founded in 1992 and went public in 2004, aiming to be a leader in high-end specialized equipment technology and industry upgrades [2] - The company focuses on carbon fiber full-chain high-end equipment and advanced composite materials, driving innovation in aerospace, green low-carbon recycling, and smart machinery [2] Carbon Fiber Industry Development - The carbon fiber equipment manufacturing business started in 2013, with the first domestic 1,000-ton carbon fiber production line developed in 2015 [3] - The company has established a comprehensive business system for carbon fiber, ensuring its leading position in the industry [3] - The company has invested in composite material companies and signed cooperation agreements to enhance its capabilities in aerospace and composite material maintenance [3] Market Potential - The carbon fiber industry is a strategic national industry with significant downstream demand in aerospace, low-altitude economy, wind power, pressure vessels, automotive, and shipbuilding [4] - The company aims to reduce operational costs for customers while improving product quality and lowering carbon fiber prices [4] Equipment Advantages - The company is the first in China to fully localize high-performance carbon fiber production lines, holding over 60% market share domestically [5] - The carbonization line can produce various widths of carbon fiber, with a standard line priced between CNY 160 million to CNY 200 million, capable of producing over 3,000 tons annually [6] Project Progress - The original silk equipment project is underway, with the first production line expected to start trial production soon, aiming to reduce costs significantly [7] - The second-generation exoskeleton robot has completed testing, with plans for mass production [8] - A polyester recycling production line with a capacity of 15,000 tons per year is in the testing phase, focusing on a green closed-loop cycle [9] Employee Stock Ownership Plan - In 2024, the company launched its first employee stock ownership plan, with performance targets set for 2024-2026, including a net profit of no less than CNY 184 million in 2024 [10][11] Investment Activities - The company invested CNY 50 million in a private equity fund, holding 4.3937% of the shares [11] Shareholder Changes - Since February 2023, the controlling shareholder has optimized the company's structure and resources, enhancing its competitive edge and accelerating the integration of the carbon fiber industry [11] Pledge Situation - As of the 2025 semi-annual report, the controlling shareholder has pledged 10.918 million shares, accounting for 79.98% of their total holdings, with no adverse effects on the company's operations [11]

Group 1: Differences Between Plant Growth Regulators and Other Pesticides - Plant growth regulators (PGRs) are designed to regulate plant growth and physiological functions, unlike other pesticides that target harmful organisms [2][3] - PGRs have a low dosage requirement, significant effects, and a high input-output ratio, making them essential in modern agriculture [2][3] - The application of PGRs requires high technical expertise, with strict control over application timing and dosage [3][6] Group 2: Core Competitive Barriers of the Company - The pesticide industry has high entry barriers due to strict regulations and lengthy, costly product registration processes, often exceeding several million yuan [4][5] - The company has over 40 years of experience in PGR research, production, and sales, leading to a wealth of validated application technology and a strong technical service team of over 1,000 professionals [5][8] - The company holds the most PGR registration certificates in China, providing a diverse product matrix that meets the needs of modern agricultural practices [5][9] Group 3: Customer Base and Stability - The company's main customers include agricultural distributors, landscaping companies, government procurement departments, and large-scale farming units, with a focus on end-users like farmers [8][9] - The company employs a "company-distributor-retailer-customer" sales model, enhancing customer stickiness through effective technical services [8][9] - The professional technical marketing team provides customized services, addressing pain points in crop management and increasing customer loyalty [8][9] Group 4: Impact of the "One Certificate, One Product" Policy - The policy, effective from January 1, 2026, aims to standardize pesticide labeling and ensure consistency across products with the same registration number [9] - This regulation is expected to enhance product quality, promote fair competition, and protect the rights of farmers, leading to a healthier pesticide industry [9] - Companies with superior registration certificates will gain a competitive edge, potentially increasing market concentration in the pesticide sector [9]

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 东方证券股份有限公司：李晋杰 时间 15:00-17:00 地点 深圳市光明区光源四路 9 号 公司光明工厂二期办公楼三楼 305 会议室 上市公司接待人 员姓名 董事会秘书：王行村、证券事务代表：曾燕 投资者关系活动主要内容介绍 证券代码：002106 证券简称：莱宝高科 深圳莱宝高科技股份有限公司 投资者关系活动记录表 编号：2025-013 本次调研活动由深圳莱宝高科技股份有限公司（以下简称"公司"）证券 事务代表带领调研人员参观了公司展厅，然后由公司董事会秘书、证券事务代 表在会议室向参与调研人员主要介绍了公司 2025 年半年度报告相关情况、主 营业务情况、近期生产经营情况、所处行业发展现状及未来发展趋势、产品相 关技术发展现状及未来发展趋势、以及公司与地方政府合作投资的微腔电子纸 显示器件（MED）项目等相关情况，并进行相关沟通交流。 本次调研活动的主要沟通内容如下： 1、公司 2025 年上半年营业收入同比小幅增长、但归属于上市公司股东的 净利润同 ...

Group 1: New Energy Capacity and Generation - In the first half of 2025, the company added a net new installed capacity of 2,053 MW in renewable energy, with wind power at 987 MW and solar power at 1,096 MW [2] - As of June 30, 2025, the total installed capacity reached 43,196.7 MW, comprising 31,395.7 MW of wind power and 11,794.9 MW of solar power [2] - By August 2025, the company generated 5,273,319 MWh of electricity, a year-on-year increase of 32.97% after excluding coal power impacts, with wind power generation up by 22.38% and solar power by 74.41% [3] Group 2: Project Development and Resource Reserve - In the first half of 2025, the company secured new project development rights totaling 4,750 MW, including 2,980 MW for wind and 1,770 MW for solar [4] - The company is advancing major base projects, including the "Shagao Desert" renewable energy base, which has 2,000 MW of solar power operational and 1,000 MW of wind power under construction [5] - The Gansu Badan Jilin base is also progressing, with approvals received for the power source plan [6] Group 3: Dividend Policy and Shareholder Returns - The company maintains a stable dividend policy, with a payout ratio of 30% of net profit for 2024, translating to a dividend of RMB 0.2278 per share [6] - For 2025-2027, the company plans to keep cash dividends at no less than 30% of the annual net profit, with an interim dividend of RMB 0.1 per share, representing 24.77% of the first half's net profit [6] Group 4: Market Transactions and Pricing - In the first half of 2025, the average on-grid electricity price for wind power was RMB 0.422 per kWh, a decrease of RMB 0.016 per kWh compared to the previous year [7] - The average on-grid electricity price for solar power remained relatively stable at RMB 0.273 per kWh [7] - The company completed green electricity transactions of 4.14 billion kWh, a year-on-year increase of 41.67%, and traded 423.2 million green certificates, up by 81.46% [7]

Group 1: Event Overview - The investor relations activities took place from September 1 to September 28, 2025 [2] - The location of the activities was at the New Industry Biomedical Building, No. 23, Jinxiu East Road, Kengzi Street, Pingshan District, Shenzhen [2] - A total of 38 institutions participated, with 75 attendees [2] Group 2: Participants and Activities - The activities included on-site visits and various online strategy meetings with institutions such as UBS and HSBC [2] - Key personnel from the company included Chairman and General Manager Rao Wei, Deputy General Manager and Board Secretary Zhang Lei, and Investor Relations Head Lü Yuning [2] - No new major communication content was introduced beyond previously disclosed investor relations activities [2] Group 3: Attending Institutions - Notable participating institutions included AllianceBernstein, DawnLight Capital, and Polar Capital [3] - Other participants included various fund management companies such as Southern Fund Management and Ping An Pension Insurance [3][4]

Q1：介绍公司电竞行业上半年的发展情况 A：凭借多年业务实践与技术积累，公司以科技赋能电竞产业全链路，为产业 链上游的游戏厂商、中游的电竞实体以及下游的电竞用户，提供端到端的科技解 决方案。业务范围涵盖营销数智化服务、电竞服务数智化解决方案以及面向消费 者的电竞娱乐服务等。目前公司核心产品覆盖全国电竞服务行业 70%以上市场， 触及全国 96%以上城市，与 2000 余家合作伙伴始终保持着良好的合作关系。 附：投资者关系活动主要内容介绍 一、公司整体经营情况介绍 公司始终秉持聚焦行业、多维发展的理念，持续为用户提供先进的产品及技 术解决方案，助力企业客户实现业务创新，帮助互联网用户打造全新的数字娱乐 体验。在丰富电竞服务内容与体验的同时，公司积极响应和落实国家在网络安全、 内容管理等方面的政策要求，营造健康、绿色的网络环境，共同构建可持续的行 业生态。 2025 年上半年，公司实现营业收入 101,025.41 万元，同比增长 25.09%；实 现归属于上市公司股东的净利润 16,151.56 万元，同比增长 69.22%。其中，网络 广告及增值业务实现营业收入 80,038.32 万元，同比增长 30.99 ...