Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. is actively engaging with investors through various activities, including on-site communication events [1]. - The company has a diverse research and development team located globally, including regions such as the United States, Israel, Japan, and South Korea, as well as domestic locations like Beijing, Shanghai, Hefei, Wuhan, and Xiamen [3]. Group 2: Market Insights - The sales proportion of storage chips in the domestic market has increased from over 20% to approximately 30%, driven by growth in the automotive sector [2]. - The competitive landscape for automotive-grade storage chips is primarily dominated by Micron, which focuses on high-end products like LPDDR4 and DDR5, while the company offers a broader range including DDR and LPDDR4, with DDR3 being the largest sales segment [2]. Group 3: Product Development and Strategy - The company is developing new process products, with samples of 20nm, 18nm, and 16nm technology expected to be provided to customers throughout the year [2]. - The introduction of automotive-grade products typically requires 1-2 years, influenced by relationships with Tier 1 manufacturers [3]. - The company has been engaged in RISC-V development since August 2014, currently advancing four core designs [3]. Group 4: Pricing and Market Dynamics - The pricing of chip products remains stable, with fluctuations expected in consumer market chips due to intense competition, while storage chip prices are generally stable in the industry market [3].

证券代码：002810 证券简称：山东赫达 山东赫达集团股份有限公司 投资者关系活动记录表 编号：2025-002 | 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 | 投资者网上提问 | | 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召开业绩说明会 | | | 董事长 毕于东先生 | | | 董事会秘书 毕松羚先生 | | 上市公司接待人员姓名 | 财务总监 崔玲女士 | | | 证券事务代表 户莉莉女士 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | 投资者关系活动主要内容 | | | 介绍 | 1、请讲一下美国建厂批复进度，是否顺利？计划何时开工？谢谢 | | | 目前美国建厂正在进行中，公司将根据 ...

Financial Performance - In 2024, the company achieved operating revenue of CNY 4.479 billion, a year-on-year decrease of 5.24% due to the restructuring of non-core businesses [1] - The net profit attributable to shareholders was CNY -250 million, impacted by a one-time financial effect of approximately CNY 488 million from goodwill and inventory impairment [1] - The company generated operating net cash flow of approximately CNY 554 million during the reporting period [1] Future Growth Drivers - The construction of new power systems and the application of AI technology are expected to drive a new round of investment in the energy sector [3] - The company is leveraging its advantages in AI research and application to build a new business growth curve in the smart energy sector [3] - The dual-flywheel development strategy in the energy internet sector aims to expand the connection scale of electricity users through various scenarios, enhancing service value and contributing to sustainable growth [3] Industry Outlook - The energy sector is undergoing profound changes, with the national strategy focusing on renewable energy and new power systems [3] - The overall electricity demand is expected to continue expanding, presenting new development opportunities for companies with accumulated business experience and technical capabilities [3] - The integration of digitalization and intelligent technology in the energy sector is anticipated to create significant opportunities for innovation and efficiency improvements [3]

Group 1: Company Overview and Business Segments - Shandong Zhanggu's main business includes fluid power machinery core components, focusing on fan motors, inverters, and high-speed bearings [1] - The company has a leading market share in the domestic Roots blower industry and ranks first in several specialized pump sectors [6] - The company is a national high-tech enterprise with strong R&D capabilities [6] Group 2: Investment and Market Strategy - The company has invested in Haili Tianmeng, a drone system design and manufacturing company, expanding its product range to include both civilian and military drones [2][3] - The company is actively managing its market value and improving communication with investors to address stock price concerns [2] Group 3: Product Development and Applications - The magnetic levitation products cover a power range from 20kW to 550kW, applicable in various industries such as environmental protection, energy, and food processing [4] - The magnetic levitation compressor is capable of large-scale applications in data centers, providing stable cooling sources [7] Group 4: Future Prospects and Orders - The company has secured three new nuclear power orders for 2025, indicating potential growth in this sector [6] - Haili Tianmeng is expected to see improved order volumes as the low-altitude economy and drone market expand [3]

Financial Performance - In Q1 2025, the company achieved a revenue of 493 million CNY, representing a year-on-year increase of 148.09% [9] - The net profit attributable to shareholders for Q1 2025 was 8.82 million CNY, showing a significant growth of 283.16% compared to the previous year [9] - For the full year 2024, the company reported a total revenue of 1.42 billion CNY, with a year-on-year growth of 3.04% [6] Product Performance - Revenue from wind turbine blade epoxy resin in 2024 was 1.10 billion CNY, a decrease of 2.39% year-on-year [6] - Revenue from new composite material epoxy resin reached 234 million CNY, increasing by 32.84% year-on-year [6] - Revenue from electronic insulation packaging epoxy resin was 86.42 million CNY, with a year-on-year increase of 13.96% [6] Market Position and Strategy - The company has established a strong brand presence in the specialty modified epoxy resin industry, particularly in the wind turbine blade sector [4] - The company is actively developing new products and exploring new markets to expand the application of composite materials [5] - The Zhuhai factory project is expected to achieve an annual production capacity of 82,000 tons of new electronic materials, with an initial output of 60,200 tons [8] Industry Outlook - The wind power industry is expected to continue its growth trajectory driven by carbon neutrality goals, with significant global installation capacity anticipated [3] - The company is focusing on the development of high-end LED packaging materials and functional high-purity solid epoxy resins to enhance its product portfolio [7] Challenges and Responses - The company acknowledges that stock price fluctuations are influenced by various factors, including macroeconomic conditions and industry policies [8] - The company is committed to improving operational management and enhancing investor relations to address market volatility [12] Innovation and Technology - As of the end of 2024, the company holds 90 patent certificates, including 26 invention patents and 64 utility model patents [12]

| | 答：尊敬的投资者，您好，公司将坚定深耕军工产业，一方面以 | | --- | --- | | | 现有两大业务板块为核心，狠抓市场拓展、以技术创新、降本增效， | | | 促进经营内生增长；另一方面利用上市公司平台优势，把握机遇，整 | | | 合资源，积极通过外延并购拓展公司规模及产品矩阵；同时加大宣传 | | | 与推广力度，提升公司在行业中的影响力及社会知名度，增强品牌竞 | | | 争力，力争使公司整体实力跃上一个新台阶。谢谢您的关注。 | | | 3.高管您好，您如何看待贵公司所处行业的发展前景？谢谢。 | | | 答：尊敬的投资者，您好，公司所处行业是国防科技工业的重要 | | | 组成部分，国防科技工业是国家战略性产业，是国家科技水平的主要 | | | 体现和工业体系的重要支撑。随着我国近年来军费预算的同比稳步增 | | | 长，为国防装备的发展提供了支撑，也为公司军工业务的拓展带来了 | | | 机遇。谢谢。 | | 附件清单 | 无 | | 日期 | 2025 年 5 月 15 日 | 甘化科工 2024 年度业绩说明会 投资者活动记录表 编号：2025-01 投资者关系活动 类别 ...

方面的研究。 3. 常州金牛研磨生产的涂附磨具是否有向下游开展业务的 计划？ 证券代码： 002282 证券简称：博深股份 博深股份有限公司投资者关系活动记录表 | 投资者关系活动 | ☑ 分析师会议 特定对象调研 □ | | | --- | --- | --- | | 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 □ | | | 参与单位名称及 | 财达证券 范玉净 张亚桐 潘静 | | | 人员姓名 | 财达投行 | 张生 | | 时间 | 2025 年 5 月 15 日 10:00-11:30 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书井成铭、证券事务代表朱雪云、证券事务专员刘淑瑗 | | | 员姓名 | | | | | 董事会秘书井成铭介绍了公司的基本情况，与投资者就公司 | | | | 的经营进行了互动交流。主要内容如下： | | | | 1. 公司变更控股股东以后对公司新的发展方向是否有具体 | | | | 要求？ | | | | 答:公司控股股东铁投集团是山东省政府设立的 ...

编号：2025-02 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 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 月 日 5 15 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召开业绩说明会 | | 上市公司接待人 | 1、党委书记、董事长曲增杰 | | 员姓名 | 2、党委副书记、总经理、董事梁成永 | | | 3、总会计师、董事会秘书刘克冷 | | | 4、独立董事赵毅 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1、曲总，今年贵公司有没有可能扩大规模，大力发展公司， | | | 把公司做大做强？ | | | 您好！2025 年公司将加大技术研发力度，强化项目精细化 | | 投资者关系活动 主要内容介 ...

编号：2025-03 | | □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 | | | □新闻发布会 □路演活动 | | 活动类别 | □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 | 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 | | | 络远程的方式召开业绩说明会 | | 公司接待人员 | 1、董事长田志龙 | | 姓名 | 2、副经理兼董事会秘书曹鸣 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、谢谢领导给我回复，希望公司能够尽快市值管理，把人工智能科 | | | 技算力租赁做大做强，打开盈利模式让股价反几倍 | | | 您好！公司在稳定化工传统业务的同时，积极寻求业务升级和转型， | | 投资者关系活动 主要内容介绍 | 拥抱人工智能科技，有望开辟 ...

Financial Performance - In 2024, the company achieved a revenue of CNY 4.465 billion, representing a year-on-year growth of 19.15% [2] - The net profit attributable to shareholders for 2024 was CNY 394 million, with a significant increase of 68.89% [2] - For Q1 2025, the revenue reached CNY 1.101 billion, showing a year-on-year growth of 25.41% [2] - The net profit attributable to shareholders in Q1 2025 was CNY 91 million, reflecting a growth of 62.13% [2] Global Operations and Risk Management - The company has established a comprehensive tariff response system, minimizing the impact of tariff adjustments on its business [3] - It is the only Chinese company with pet snack factories in the US and Canada, and has a diversified production capacity across multiple countries [3] - The portion of revenue affected by the recent tariff adjustments is relatively low, as it primarily involves exports to the US, which will be shifted to production in Cambodia [3] - The company’s products are sold in 85 countries across five continents, enhancing its resilience against localized risks [7] Brand Development and Market Strategy - In 2024, the company expanded its self-owned brand business into 9 new countries, increasing its global market coverage to 73 countries [3] - The company emphasizes long-term development and strategic investments in brand building, while optimizing resource allocation for maximum impact [4] - The domestic pet food market is experiencing rapid growth, with increasing concentration towards leading brands, indicating a favorable environment for domestic brands [6] Investor Relations and Returns - The company is committed to providing stable cash dividends to investors, with a proposed cash distribution of CNY 1.50 per 10 shares for the 2024 fiscal year [9] - The total expected cash dividend for 2024 is CNY 146.94 million, which represents 37.31% of the net profit attributable to shareholders [9]