证券代码：836247 证券简称：华密新材 公告编号：2025-010 河北华密新材科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 （线上会议） 二、 投资者关系活动情况 活动时间：2025 年 3 月 3 日至 2025 年 3 月 5 日 活动地点：河北华密新材科技股份有限公司会议室 参会单位及人员：申万宏源、银河证券、国投证券、东北证券、西部证券、 汇美盈创投资、大象资产、博时基金、同泰基金、国投创业、上海利位投资管理 有限公司、中央汇金投资有限责任公司、深圳市明己贸易有限公司、绿地金控、 上海喜世润投资管理有限公司、中兵财富资产管理有限公司 上市公司接待人员：董事长李藏稳先生；总经理李藏须先生；副总经理赵红 涛先生；董事会秘书李君娴女士；财务负责人翟根田先生 三、 投资者关系活动主要内容 问题 1：公司业务涵盖橡胶材料、工程塑料、 ...

Group 1: AI Model Development - The company has made significant progress in AI model technology, focusing on visual-centric multi-modal models to drive industrial innovation and digital transformation [2][4]. - The AI capability system is structured as "1+2," integrating a framework with research and engineering capabilities, enhancing both large and small model technologies [3][4]. Group 2: Industry Applications of AI - The recently launched integrated AI model machine combines various capabilities, including multi-modal content understanding and user behavior recognition, facilitating complex business processing and personalized industry solutions [4][5]. - The product has been successfully applied in various sectors such as transportation, water conservancy, energy, and education, demonstrating its versatility [4][5]. Group 3: Cloud Business Development - Cloud services have become a critical focus for the company, with strong growth in both domestic and international markets, despite higher costs compared to hardware purchases [5]. - The company is developing its cloud platform strategy to support millions of concurrent users and enhance service stability [5]. Group 4: Perception Capabilities and Product Expansion - The company is enhancing its video perception capabilities, adapting to extreme environments and expanding into non-video sensing methods to provide comprehensive services across various industries [6][7]. - In industrial applications, the company has developed products for gas leak detection and equipment monitoring, utilizing vibration sensors and audio analysis to improve safety and maintenance precision [7].

Group 1: Company Overview and Future Plans - Hefei Xueqi Electric Co., Ltd. specializes in the R&D, production, and sales of large-capacity refrigerators (over 400L) and commercial display cabinets, becoming a well-known ODM supplier in the household refrigerator sector [2][3] - The company aims to expand its product categories and market share by focusing on mid-to-high-end market demands and introducing customized embedded refrigerators [3][4] Group 2: Subsidiary Acquisition - In July 2024, the company acquired a 66% stake in Wuliang (Hefei) Intelligent Technology Co., Ltd., a high-tech enterprise specializing in electronic intelligent controllers, enhancing supply chain integration [4] Group 3: Export Performance - The company's overseas sales revenue for 2022, 2023, and the first half of 2024 were 362.53 million CNY, 580.32 million CNY, and 327.44 million CNY, respectively, with corresponding revenue shares of 18.81%, 24.60%, and 35.09% [5] - The company has established a global market presence, with sales covering over 100 countries and regions by the end of 2024, up from 60 [6][7] Group 4: Impact of the Belt and Road Initiative - The Belt and Road Initiative has positively influenced the company's overseas sales, allowing it to expand its international sales network and increase customer growth [6][7] Group 5: Stock Incentive Plan - The company has approved the 2025 restricted stock incentive plan, with the grant date set for February 7, 2025, and is currently being implemented [7]

编号：2025-002 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 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 (电话会议)  | | 参与单位名称及 | 工银瑞信 王云鹏 李乾宁 何肖颉 | | 人员姓名 | 开源证券 余汝意 许静宜 | | 时间 | 2025 年 3 月 5 日下午 13:30-14:30 | | 地点 | 公司会议室 | | 上市公司接待 | 董事长、总经理冷兆武 | | 人员姓名 | 副总经理、董事会秘书祁艳芳 | | | 证券事务代表夏庆立 | | | 一、公司基本情况介绍 | | | 公司向投资者简要介绍了公司基本情况。 | | | 二、问答环节 | | | 1、公司毛利率下降的原因 | | | 答：公司生物医药类客户受资本寒冬影响，融资尚未有明 | | | 显好转，导致需求下降，同时客户对于降本增效需求大幅提升 | | | 导致市场价格竞争加剧，毛利率进一步承压；此外公司毛利率 | | | 水平相对较高的自主品牌产品收入占比较小，对公司整体毛利 | | | ...

证券代码：300031 证券简称：宝通科技 无锡宝通科技股份有限公司投资者关系活动记录表 编号：20250305 | | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 投资者关系活动 | | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | ☑ | 其他 (电话会议) 东北证券、浙商证券、甬兴证券、泰信基金、财通基金、南方基 | | | 金、汇添富基金、华富基金、中欧基金、运舟私募基金、长安基 | | | 金、华宝基金、申万菱信基金、宏利基金、国联安基金、方正富 | | | 邦基金、国融基金、诺安基金、五地私募基金、正圆私募基金、 | | 参与单位名称及 | 诚熠私募基金、明世伙伴私募基金、鹤禧私募基金、进门财经、 | | 人员姓名 | 第五公理投资、汐泰投资、野村东方国际证券、敦和资产、尚雅 | | | 投资、合道资产、彤源投资、顶天投资、太平养老保险、中国人 | | | 民养老保险、观火投研、诚旸投资、泰康资产、逐流资产、沣杨 | | | 资产、健顺投资、金宇投资等 53 人 | | 时间 | 2025 年 3 月 5 日 | | 地点 ...

Group 1: Company Overview and Market Position - YuHuan CNC Machine Tool Co., Ltd. focuses on the research, production, and sales of CNC grinding and polishing equipment, primarily serving the consumer electronics sector, including major brands like Apple, Huawei, and Xiaomi [2][5] - The company aims to enhance its competitive capabilities and brand influence by responding to customer technical demands and maintaining technological collaboration [2] Group 2: Product Offerings - The main products include various types of pull machines, such as vertical hydraulic pull machines and CNC spiral vertical pull machines, which are widely used in industries like automotive, aerospace, and engineering machinery [3][2] - High-end CNC grinding machines, including high-precision flat grinding machines and composite vertical grinding machines, have been developed and are being marketed to various sectors [6] Group 3: Industry Trends and Future Outlook - In 2024, China's machine tool industry is expected to see a slight decline in imports (USD 10.16 billion) while exports are projected to grow (USD 21.72 billion), indicating a trade surplus [4] - The semiconductor sector is identified as a key growth area, with the company’s grinding products being utilized in critical material processing, including silicon carbide and sapphire [5] Group 4: Technological Innovations - The company is committed to innovation in high-end grinding equipment, with plans to increase R&D efforts to create new business growth points [6][7] - The integration of 3D printing technology is seen as beneficial for product innovation and quality enhancement, with the company leveraging its expertise in grinding technology to meet market demands [7]

Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of smart internet hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [2][3] - The company aims to build a strong hardware foundation for the digital transformation of industries, promoting the application of smart internet scenarios [2][3] Product and Service Offerings - Zhimi Intelligent's products cover three main business segments: industry terminals (e.g., PCs, OPS, cloud terminals), ICT infrastructure (e.g., servers, network security devices, switches), and industrial IoT (e.g., industrial motherboards, industrial computers, industrial displays) [3] - The products and solutions are widely applied in various sectors, including smart education, smart office, smart healthcare, smart transportation, smart logistics, industrial automation, robotics, edge computing, network security, and data centers [3] AI and Edge Computing Developments - The company has launched edge computing boxes based on Intel, Nvidia, and Rockchip chips, which are widely used in smart transportation, industrial IoT, and smart security [4] - The RK3588 chip-based edge computing box, combined with the Deepseek model for localized deployment, offers strong AI computing power and low power consumption, supporting sectors like education, industry, healthcare, smart transportation, and security [4] Server Products and AI Integration - Zhimi Intelligent provides a range of server and workstation products, including the SYS-80415R high-performance computing unit, which supports high-density parallel computing with up to 8 GPUs [5] - The high-performance workstation 80413WG4 is suitable for lightweight applications and high concurrency scenarios, capable of deploying the DeepSeek R1 70B large model [5] - The company’s edge products support various versions of DeepSeek, catering to different user needs and reducing reliance on cloud servers [5] Industrial IoT Outlook for 2025 - Zhimi Intelligent plans to accelerate product innovation in the industrial IoT sector, integrating motherboards, complete machines, and industry-specific solutions with AI [6][7] - The company aims to enhance product competitiveness, improve delivery efficiency, and service quality through product library upgrades and flexible supply chain construction [7] - In 2025, the company will increase investments to address intensified industry competition and cost reduction demands, launching cost-effective models and developing specialized products for vertical IPC, BOXPC, and PPC applications [7] - The company is also focused on expanding overseas sales channels and brand influence, particularly in the photovoltaic, battery, and 3C sectors, while promoting domestic industrial-grade products to support the localization process [7]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - For the period of January to September 2024, the company achieved a revenue of CNY 1.045 billion, a 23.60% increase year-on-year, and a net profit of CNY 135 million, a 0.17% increase year-on-year [1] Group 2: Business Growth Areas - Future business growth in the commercial vehicle monitoring sector is expected to come from both domestic and overseas markets, with a shift towards intelligent vehicle-mounted video recorders [2] - The company has made breakthroughs in the overseas market for passenger vehicle positioning and aims to increase revenue from this segment [2] - The introduction of safety standards for electric bicycles is anticipated to positively impact the company's business in the smart mobility component sector [2] Group 3: International Market Expansion - The company employs a "product sales overseas" strategy, with significant sales of passenger vehicle positioning products in Africa and smart sleep management systems in Europe and the U.S. [3] - The company is actively developing customer relationships in regions including Europe, Southeast Asia, South America, and Africa [3] Group 4: Financial Projections - As the company increases investment in overseas business development, the total amount of period expenses is expected to rise, but the expense ratio is projected to decrease with the growth of overseas revenue [3] Group 5: Risk Disclaimer - The content provided does not constitute a commitment or guarantee from the company or its management regarding industry forecasts or company development strategies [4]

证券代码：000598 证券简称：兴蓉环境 | 价原则的情况下可向政府价格行政主管部门提交水价调整申 | | --- | | 请。供水价格的调整须经成本监审、听证会等程序通过后执行。 | | 如遇国家或省对上游资源水价、水利工程水价开征或调整时实 | | 行同步同幅联动调整。 | | （二）污水调价机制 | | 公司污水处理服务费单价按照与相关政府方签订的特许经 | | 营协议中约定的调价周期及调价公式开展，一般每 2 年或 3 年 | | 进行一次定期调价。如因污水处理排放标准调整、服务范围扩 | | 大、扩能提标等因素导致公司成本发生重大变化，可以对污水处 | | 理价格申请临时性调整。根据《成都市财政局关于成都市中心城 | | 年）污水处理服务费暂定价格的批复》， 区第五期（2024-2026 | | 成都市中心城区第五期（2024-2026 年）污水处理服务费暂定均 | | 价为 2.63 元/吨。 | | 问题 3：请问公司在建垃圾焚烧发电项目情况。 | | 答：公司目前正在推进成都万兴环保发电厂（三期）项目建设， | | 该项目生活垃圾处理规模为 5,100 吨/日，污泥协同处理规模为 | | 吨 ...

Group 1: Company Performance - In the first three quarters of 2024, the company achieved operating revenue of 1.155 billion yuan, a year-on-year increase of 9.62% [2] - Net profit for the same period reached 144 million yuan, reflecting a significant year-on-year growth of 56.36% [2] - Q4 orders showed a rapid recovery due to positive factors such as slight demand rebound in downstream industries and enhanced product competitiveness [3] Group 2: Strategic Outlook - For 2025, the company anticipates a complex domestic and international environment but sees opportunities driven by AI and supportive government policies [4] - The company aims to focus on "intelligent equipment motion control" and adhere to its strategic goals of "smart manufacturing" as the main direction and "mobile robots" as a supplementary direction [4] - The company emphasizes a customer-centric approach and aims for stable business growth through targeted product and market strategies [4] Group 3: New Initiatives - Shenzhen Lingqiao Drive Control Company was established in December 2024, focusing on the development of components and solutions for robotic applications [5] - The new company aims to enhance collaboration with existing business lines in motion control, with product launches expected by the end of March [5] - The company is also developing a general-purpose robot motion control system, referred to as the "cerebellum," to improve complex motion control capabilities [6] Group 4: Cost Management - The company has implemented various cost-reduction measures to enhance competitiveness and profitability, including design optimization and supply chain management [6] - Continuous efforts are made to control operational costs and improve efficiency, contributing to quality growth in business performance [6]