Group 1: Company Overview - The company is strategically positioned in the equipment manufacturing industry, focusing on three main areas: engineering equipment, special equipment, and aviation equipment, with a strong presence in Hunan and Guangdong provinces [1] - It ranks as a leading domestic underground engineering equipment manufacturer and is among the top 50 global construction machinery manufacturers [1] Group 2: Market Position and Performance - The company maintains a stable market position despite increasing competition, with hydraulic static pile drivers and open-pit drilling products leading the industry, and rotary drilling rigs ranking in the top three [2] - As of the first three quarters of 2024, overseas revenue accounted for over 50% of total income [1] Group 3: International Market Development - The company has established a significant international presence, with 34 overseas subsidiaries, particularly in the Russian-speaking, European, and Asia-Pacific regions [2] - The European market has become a crucial growth foundation, with new orders for electric excavators emerging [2] Group 4: Product Development and Innovation - The company is advancing the electrification and high-end development of its machinery products, offering clean and energy-efficient new energy products across various equipment categories [2] - It has developed unmanned products, including remote-controlled excavators and rescue robots, showcasing mature technology capable of remote operation [3] Group 5: Aviation Sector - The aviation segment includes public transport and general aviation, with a focus on aircraft manufacturing, operation, and services [2] - The subsidiary Avmax Group Inc. manages over 100 aircraft, primarily leasing regional passenger planes globally [2] Group 6: Future Plans and Capital Operations - Currently, there are no significant capital operations planned, such as mergers or asset sales, but the company will adhere to disclosure regulations if such matters arise in the future [3]

Group 1: Investor Relations Activity - The event was categorized as a specific object investigation and analyst meeting [1] - Participants included representatives from six investment firms: Caitong Fund, Guotai Fund, Huabao Fund, Weining Investment, Heji Investment, and Jinyu Investment [1] - The meeting took place on March 4, 2025, in the company's conference room [1] Group 2: Company Overview and Discussion Topics - The company was visited and observed by the participants [1] - Discussions covered the operating conditions for the first three quarters, jewelry product series, changes in product structure, new product planning, channel expansion, overseas store openings, and women's bag business [1] - Participants were advised to refer to previously disclosed announcements, Q&A on the interactive platform, and prior activity records for more information [1] Group 3: Compliance and Information Disclosure - The communication adhered strictly to relevant regulations, ensuring no significant undisclosed information was leaked during the discussions [1]

Group 1: Competitive Advantage - The bank adopts a differentiated business strategy to adapt to changes in the operating environment, continuously accumulating comparative advantages for high-quality development [2] - Key focus areas include deepening the main business line, strengthening professional operations, accelerating technological transformation, and maintaining risk management to ensure stable operations [2] Group 2: Services for Small and Micro Enterprises - The bank continuously explores new comprehensive operating models for small and micro customers, innovating financial products to meet their needs [2] Group 3: Dividend Outlook - Stable dividends are considered an important part of shareholder returns, with the company committed to creating good returns for shareholders [2] - The profit distribution plan for the new year is still under planning, with a focus on formulating a more proactive and reasonable dividend scheme to enhance investor satisfaction [2] Group 4: Compliance and Communication - During the reception, the company engaged in thorough communication with investors, adhering strictly to relevant regulations without disclosing any undisclosed significant information [2]

证券代码：300016 证券简称：北陆药业 债券代码：123082 债券简称：北陆转债 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 兴全基金：厉之千、翟秀华、陈玲、虞淼、朱喆丰 申万宏源：余玉君、张静含、刘亚楠 建信基金：郑丁源、张剑姝 时 间 2025 年 3 月 5 日 地 点 线上 上市公司接 待人员姓名 董事会秘书：邵泽慧 投资者关系活动 主要内容介绍 Q1、医未医疗的业务进展及市场前景 根据 WHO 报道，目前全球痴呆症患者已超 5,500 万，其中阿尔 茨海默病患者的占比约 60%-70%，对应人群在 3,300-3,850 万。目前 中国已有 1,000 万阿尔茨海默病患者，约占世界总患者数的 1/3，且人 数将随着老龄化加重进一步提升。阿尔茨海默病患者随着病情加重将 逐渐失去自主生活能力，从而产生较高的护理费用以及经济支出，根 据《中国阿尔茨海默病报告 2021》，2015 年我国由于阿尔茨海默病疾 病产生的医疗费用支出已超 1.2 万亿元，且将在 2050 年超过 13 万亿 元，成为一 ...

Group 1: Company Development Strategy - The company is focusing on the development of laser and metal cutting technologies, aiming to enter the domestic first-tier market and then target the mid-to-high-end market for metal cutting [1] - The company plans to maintain stability in the home decoration and driver industries unless significant changes occur [1] Group 2: Performance Goals for 2025 - The performance targets for 2025 include achieving a minimum operating revenue of 852.55 million yuan and a net profit of at least 40.4 million yuan, or alternatively, a net profit of no less than 80.8 million yuan [1] - The net profit is defined as the net profit attributable to shareholders of the listed company, excluding non-recurring gains and losses [1] Group 3: Robotics and Automation - The company no longer has an independent robotics product line, having discontinued its industrial robot control systems around 2018 [2] - Current automation efforts focus on downstream clients using multi-axis CNC systems for loading and unloading robots, primarily for tasks like loading and stacking [2] Group 4: Capital Operations and Investments - The company currently has no immediate need for refinancing, focusing instead on hiring technical R&D personnel and managing cash flow effectively [2] - There is potential for future asset acquisitions through share issuance, with the company actively seeking synergistic investment opportunities in related industries [2] Group 5: Information Disclosure Compliance - During investor communications, the company adheres strictly to regulations regarding information disclosure, ensuring that all information shared is accurate, complete, and timely [2]

编号：2025-001 | | 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 | | | □其他 （ ） 金蟾蜍投资 沈添锋、陈泉 | | | 巨子私募 吴来迪 | | | 菲洛资产 张文丽 | | 参与单位名称 | | | | 中金公司 崔力丹、孟辞 | | 及人员姓名 | 宝隽投资 张瑞锦 | | | 波粒二象资产管理 朱恒 | | | 红骅投资 陈杰 | | 时间 | 2025年3月4日 14:00-16:00 | | 地点 | 浙江省衢州市柯城区航埠镇刘山一路1号 | | 上市公司参与 | 董事、总经理郑立成先生，董事、董事会秘书、财务总监陈亦霏女士， | | 人员姓名 | 证券事务代表徐益曼 | | | Q：请介绍公司的主业情况？ | | | A：公司的主业为轴承套圈的研发、生产和销售，主要客户为舍弗勒、斯凯 | | 投资者关系活 | 孚、恩斯克、恩梯恩和捷太格特等国际轴承企业。围绕主业，公司在过去几 | | | 年的时间里利用IPO募集资金、可转债募集资金和自有资金 ...

编号：2025007 | 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 | | | 国盛证券 建信基金 3 人 | | 活动参与人员 | 桂林三金董秘 李春 | | | 桂林三金证代 朱烨 | | 时间 | 2025 年 03 月 05 日 | | 地点 | 会议室 | | 形式 | 线上交流 | | | 1、公司 2024 年全年业绩怎样，是否可以拆分一下，2025 | | | 年度业绩公司如何预期？ | | | 公司 2024 年业绩尚未披露，具体情况请关注公司拟于 | | | 2025 年 4 月底披露的定期报告。从整体上来看，公司个别 | | | 品规因国家政策调整，在销售进度上受到一定影响，公司 | | | 采取了一系列针对性的应对措施，如对渠道价格进行梳理， | | | 对相关产品品规进行调整、加大销售力度等。2025 年度， | | | 公司将继续坚定不移的落实相关政策，积极采取各种措施， | | | 努力完成既定目标。 | | | 2、基药 ...

Company Overview - Dayu Water-saving Group was established in 1994 and is listed on the Shenzhen Stock Exchange with stock code 300021, focusing on comprehensive solutions in investment, construction, digital software enhancement, and operational services for 30 years [2][3]. - The company has approximately 3,000 employees and operates five regional headquarters covering 30 provinces in China, excluding Shanghai and Hong Kong [2][3]. Business Segments - The company operates through four main segments: Dayu Design Group, Dayu Agricultural Water Group, Dayu Smart Map Group, and Dayu Equipment Development Group [3]. - Key business areas include: - Water conservancy: Modernization of irrigation areas, water conservancy projects, and urban-rural water supply integration. - Agricultural services: Facility agriculture, high-standard farmland construction, and land transfer management. - Ecological environment: Watershed environmental governance, rural sewage treatment, and saline-alkali land management [2][3]. Market Environment - The water conservancy industry has seen over 1 trillion yuan in investment for three consecutive years, with significant government focus on flood control and rural revitalization [4]. - The company aims for a balanced business model where infrastructure construction, design and information technology, and operations each account for one-third of its business volume [4]. Financial Performance - The company has maintained a stable order volume of over 5 billion yuan for four consecutive years, with revenue collection improving, surpassing 4 billion yuan for the first time [5]. - The company’s financial expenses increased by 39.74% year-on-year, with plans for potential equity financing to optimize capital structure [6][10]. Strategic Initiatives - The company is expanding its overseas market presence, particularly in Central Asia and Africa, with localized teams established in these regions [7]. - The company has a strong competitive advantage in product quality and service compared to foreign counterparts, especially in the context of the Belt and Road Initiative [7]. Operational Capacity - The company has automated production lines for drip irrigation products, ensuring efficient production without significant inventory cycles [8]. - The company has successfully managed to avoid project delays due to capacity constraints, with project delivery timelines ranging from 6 months to 3 years depending on the project size [8]. Market Challenges and Opportunities - The influx of new entrants into the water conservancy sector has led to margin pressures; however, the company leverages its high qualifications and operational experience to maintain market share [11][12]. - The government is expected to introduce policies to regulate the market, which may benefit established companies like Dayu Water-saving [12]. Future Outlook - The company plans to continue expanding its market share through strategic acquisitions and enhancing its service differentiation [9]. - The focus will be on leveraging capital platforms for continuous expansion along the industry chain [9].

证券代码：300109 证券简称：新开源 性。 PVP 可作为成膜添加剂，在电极表面形成致密保护层，减 少活性物质与电解质的副反应。及 PVP 与硫化物/氧化物固态 电解质复合时，可通过氢键作用调节离子传输通道，提升锂离 子电导率。 PVP 可作为辅助粘结剂，在聚合物基固态电池中（如 PEO 基电解质），其替代传统 PVDF，降低工艺成本并提升柔韧性。 同时 PVP 的柔性链段可增加固态电解质的机械延展性（断裂伸 长率提升至 5%-8%），缓解充放电过程中的体积变化。 PVP 可抑制枝晶和增强离子传导。其在锂金属表面形成 SEI 膜（固态电解质界面膜），其含氧官能团优先与锂反应， 生成富含 Li2O 的稳定层，抑制枝晶刺穿。 2.关于 pvp 在电子皮肤等主要应用情况 回复：公司关注到相关应用研究：PVP 在电子皮肤中的 应用主要体现在材料改性、导电网络构建及功能增强等方 面： 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2025-0304 | 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 ...

编号：20250305 二、问答环节 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 | | 活动参与人员 | 广发基金：曹越； | | 时间 | 2025年3月5日（13:30-15:30） | | 地点 | 公司 | | 形式 | 一对一交流 | | | 一、金固股份基本情况 | | | 公司是一家以汽车车轮的研发、生产、销售为主营 | | | 业务的高新技术企业，是商务部和国家发改委认定的首 | | | 批"国家汽车零部件出口基地企业"，被中国汽车工业 | | | 协会评选为"中国汽车零部件车轮行业龙头企业"，被 | | | 国家工信部评为绿色工厂，也是国家知识产权示范企业， | | | 入选浙江省"专精特新"企业名单。 | | | 公司高度重视科技创新和产品研发，具有以研发和 | | | 客户需求为导向，进行科技成果产业化的丰富经验，已 | | 交流内容及具体问 答记录 | 经形成了完善的综合研究、开发体系。公司经过近十年 | | | 研发，通 ...