Group 1: Financial Performance - In 2024, the company achieved a revenue of 1.054 billion CNY, representing a year-on-year growth of 11.42% [4] - The net profit attributable to shareholders was 164 million CNY, with a year-on-year increase of 32.09% [4] - The net profit excluding non-recurring gains and losses was 155 million CNY, reflecting a growth of 36.07% compared to the previous year [4] Group 2: Equipment Development - The company has launched a series of dry electrode equipment, including four-roll, five-roll, eight-roll, and ten-roll models, catering to various materials such as ternary, lithium iron phosphate, and silicon-carbon [5] - Ongoing research and development efforts are focused on solid-state battery production equipment, including dry electrodes and electrolyte film formation [6] Group 3: Global Expansion - The company is in the process of establishing a wholly-owned subsidiary in Germany, which will serve as a key platform for its international strategy [7] - The company is actively expanding into overseas markets, leveraging its mature manufacturing system and efficient service capabilities to provide high-quality intelligent equipment globally [8]

□业绩说明会 证券代码：837242 证券简称：建邦科技 公告编号：2025-031 青岛建邦汽车科技股份有限公司 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 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 （券商策略会） 二、投资者关系活动情况 活动时间：2025 年 3 月 4 日 活动地点：上海浦东文华东方大酒店 参会单位及人员：西部证券、仙人掌资管、岙夏投资、恒穗资管、国投证券 招银理财、杭广熠熠私募、泰信基金、玖歌投资、盈科汇金、财通证券、铁林资 本（排名不分先后） 上市公司接待人员：公司董事会秘书陈汝刚先生 三、投资者关系活动主要内容 问题 1：国内外汽车后市场有何异同，国内汽车后市场发展趋势如何？ 回答：汽车后市场规模与汽车保有量及车龄紧密相关，汽车保有量越大、 车龄时间越长，汽车后市场的需求量越大；此外，汽车后市场的发展受经济周 期性波动影响较小。国内外汽车后市场都具有上述基本特征。 相关数据显示， ...

Group 1: Company Overview - Weike Technology specializes in the research, design, manufacturing, and sales of precision injection molds, expanding into injection parts and health product production [2] - The company has developed into a "mold-integration" large-scale production enterprise, providing quality products and services to manufacturing companies in various sectors including automotive and electronics [2] - Since its establishment, Weike has focused on precision injection molds while actively extending its business to downstream products, components, and health small appliances [2] Group 2: Global Expansion - In 2018, Weike established an overseas production base in Germany to align with international standards and began global operations [2] - From 2019 onwards, the company has been building production bases and marketing service networks in Malaysia, Mexico, the USA, Singapore, and Vietnam, further expanding its global footprint [2] Group 3: Technological Innovation - Weike has over 500 patents, including 34 authorized invention patents, and has been recognized as a key enterprise in precision injection molds and a high-tech enterprise [3] - The company is focusing on technological innovation to drive growth and has been awarded various honors, including "National Enterprise Technology Center" and "National Specialized and New 'Little Giant' Enterprise" [3] Group 4: Research and Development - Weike collaborates with companies like DANFOSS to develop self-lubricating PEEK and PPS materials for plastic screw products [3] - The company is working on a bionic robot electronic skin project in partnership with AMBU, developing plastic human skin for laboratory and educational use [3] - Weike has developed samples of in-mold electronic products with flexible printed circuit boards, showcasing significant lightweight effects [3]

Group 1: Financial Performance - The company's revenue for 2024 is expected to be CNY 194.08 million, a year-on-year increase of 14.62% [4] - The net profit attributable to shareholders is projected to be CNY 50.58 million, reflecting a year-on-year growth of 30.84% [4] - The net profit after deducting non-recurring gains and losses is expected to be CNY 45.19 million, with a significant increase of 43.79% [4] Group 2: New Product Launches - The company launched the TH2526 battery pack internal resistance testing system, applicable in battery manufacturers and energy storage sectors [5] - The TH2884 small inductor pulse coil tester is designed for 5G communication and electric vehicle applications [5] - The TH9120 programmable AC/DC insulation tester targets high-voltage components, enhancing battery efficiency and safety [6] - The TH6XX modular wiring harness testing system can test over 1024 points, suitable for large-scale testing in various industries [6] - The TH2695 high resistance meter features a current measurement resolution of 0.01 fA, catering to third-generation semiconductor materials [7] - The TH2692 insulation resistance tester is designed for automated testing in production lines [7] - The TH661000-40-15 and TH661500-30-15 high-voltage bidirectional DC power supplies are versatile for testing in the renewable energy sector [7] Group 3: Market Outlook and Strategy - The company anticipates a recovery in demand for industrial products due to effective policy implementation, particularly in the consumer electronics sector [8] - The dual-driven strategy of "R&D and marketing" aims to enhance core competitiveness and expand market share [8] - The company plans to focus on power semiconductor device testing and new energy applications to address market needs [8] - Ongoing international trade disputes present challenges, but the company is committed to leveraging its strengths to explore new growth opportunities [8] Group 4: Shareholder Value Management - The company emphasizes investor rights through cash dividends and stock bonuses, distributing CNY 40.77 million in cash dividends for the 2023 fiscal year [9] - In 2024, the company repurchased 1.41 million shares to stabilize investor expectations and confidence [9] - Various activities and platforms are utilized to enhance communication with investors, ensuring they have a comprehensive understanding of the company [9] - Future plans include focusing on core business areas and enhancing competitiveness to deliver stable and positive performance for investors [9]

Group 1: Company Overview - Mingyang Technology's product orders are primarily composed of new energy vehicles, accounting for approximately 90% of total orders, while other vehicle types and non-automotive orders make up about 10% [4] - The company has established long-term stable partnerships with major clients such as Huayu Automotive, Hubei Zhonghang, and Faurecia [6] Group 2: Production Capacity and Planning - Due to a rapid increase in orders in Q4 2024, production capacity has been under pressure, but the situation has improved with the arrival of automated equipment [5] - In the first half of 2025, the company plans to expand production capacity and accelerate the digital and intelligent transformation of production workshops to enhance efficiency [5] Group 3: Competitive Advantages - Mingyang Technology is recognized as a national-level "specialized and innovative" small giant enterprise and has led the drafting of national and industry standards [6] - The company holds 66 authorized patents and has developed core technologies in product development, design, and manufacturing processes [6] Group 4: Future Growth Opportunities - The company has a comprehensive product system for core components and assemblies of automotive seat adjustment systems, which is expected to be a significant revenue growth point [7] - There are opportunities to expand into non-automotive fields such as electric tools, office chairs, smart homes, and medical devices, although no sales orders currently exist in these areas [8] Group 5: Market Trends and Impact - The global market for new energy vehicles is expected to maintain rapid growth in the next 1-2 years, driven by stricter carbon emission regulations and increased consumer acceptance [9] - The demand for differentiated features in new energy vehicles, particularly in interior technology and comfort, will enhance the need for advanced seat components, providing a broader market space for the company [9]

证券代码：301370 证券简称：国科恒泰 国科恒泰（北京）医疗科技股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系 活动类别 ☑特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 □其他（请文字说明其他活动内容） 参与单位名 称及人员姓 名 万和证券 李瑞 嘉恒基金 魏代胜 合一创投 郭希思 亮中国 张又兮 亮中国 于欣言 国嘉资本 李宁 华盖资本 孟楠 朝阳高企服 郭德强 本见投资 王之鑫 青枫叶控股 徐国良 青枫叶控股 闫佳 见日资本 李星 建银国际医疗 胡斌 时间 2025年3月5日（星期三）15:30 地点 公司会议室 上市公司接 待人员姓名 副总经理、董事会秘书：王小蓓 证券事务代表：林芬芬 投资者关系经理：丁晓庄 投资者关系 活动主要内 容介绍 公司接待人员就与会人员提出的问题逐一解答。 1、目前公司今年的业绩目标是怎样的？ 答：公司管理层会做好日常经营管理，在抓好主营业务运营的基础 上，积极探索新形势下的经营发展路径，充分挖掘和开发利用公司 资产资源潜力，大力培育公司新的利润增长点，争取以更好的业绩 回报广大投资者。 2、公司在商业 ...

证券代码：000625、200625 证券简称：长安汽车、长安 B 重庆长安汽车股份有限公司投资者关系活动记录表 编号：2025-08 | 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 | 东吴证券、信达澳亚基金、中信资管 | | 及人员姓名 | | | 时间 | 2025 年 03 月 05 日 | | 地点 | 公司会议室 | | 上市公司接待 | 证券事务代表——揭中华 | | 人员姓名 | | | | 一、请问公司 2 月份销售情况如何？ | | | 答：2025 年 2 月，长安汽车实现销售 161435 辆，其中 | | | 新能源 2 月销量为 39650 辆，同比增长 68.4%，海外 2 月销 | | | 量为 47521 辆，同比增长 15.5%。分品牌来看，长安引力 2 | | | 月销量为 69143 辆；长安启源 2 月交付 7931 辆，长安启源 | | | 累计交付已突破 20 ...

投资者关系活动记录表 编号：2025-001 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 民生证券；平安基金；龙全投资。 时间 2025年3月4日 地点 公司会议室 上市公司接 待人员姓名 副总经理、董事会秘书：周一玲；证券事务代表：喻芳 投资者关系 活动主要内 容介绍 一、介绍公司情况 简要介绍公司的经营业务板块、行业地位以及发展战略等情况。 二、互动交流 1、民爆产品主要应用于哪些领域，行业整体运行情况？ 答：民爆行业是国民经济和社会发展必不可少的重要基础性行业，民爆产 品可广泛应用于基础能源生产、矿山开采、煤炭、冶金、有色、建材、化工、 石油、交通、铁道、水利、基础建设和国防施工等重要领域，其中煤炭、金属 和非金属矿山开采的炸药量占炸药总销量 70%以上。2024 年，民爆行业圆满完 成全年任务目标，行业利润稳定增长，确保安全投入；企业整合持续推进，产 业集中度不断提升；民爆生产企业累计完成生产总值 416.95 亿元，同比下降 4.50%；累计完成销售总值 411.42 亿元，同比下降 5 ...

Company Overview - Zhejiang Kaichuang Electric Co., Ltd. primarily focuses on the research, production, and sales of handheld electric tools and core components, with a variety of products including cutting, grinding, drilling, and fastening tools [2]. - The company was listed in June 2023 [2]. Financial Performance - In the third quarter of 2024, the company's revenue increased by over 60% year-on-year, attributed to the recovery of foreign customer inventories and a rise in orders [2]. - The total revenue for the third quarter of 2024 showed a year-on-year growth of over 30%, with a revenue target of 1.14 billion yuan for 2025 [3]. Product Development - The company developed over 90 new products across 17 categories in the first half of 2024, with 14 products already in production and 10 in trial production [2]. Impact of Tariffs - The impact of U.S. tariffs on the company is currently minimal, as customers are willing to share some of the tariff costs, and the establishment of a production base in Vietnam is expected to further reduce tariff impacts [3]. Sales Channels - The company employs multiple sales models, including: - Sales through foreign brand retailers, such as Harbor Freight Tools in the U.S. - Exports through well-known electric tool brands like Bosch and Stanley. - Sales via import-export merchants. - Cross-border e-commerce platforms like Amazon [3]. Value Management - Since its successful listing in 2023, the company has focused on value management and investor returns, distributing a total cash dividend of 45.28 million yuan [3]. - The company recognizes the importance of stock incentives for talent attraction and business development, having approved a stock incentive plan for 31 mid-level and core technical personnel in September 2024 [3].

Group 1: Revenue Drivers - The company's future revenue drivers include technology innovation, focusing on optical detection R&D, and expanding product lines in electrical and RF capabilities [1] - The AI server business accounts for approximately 20% of total revenue, with ongoing detection services for N clients' self-developed server products [2] - The consumer electronics sector represents about 50% of the company's business, with significant investments in optical and visual detection equipment [3] Group 2: Automotive Electronics - The automotive electronics segment's revenue share was around 5%-10% in previous years, expected to rise to 15%-20% this year due to increased orders [4] - Key clients in the automotive sector include leading domestic and international new energy vehicle manufacturers [4] Group 3: Equipment and Technology - The company has developed higher-value MLCC-related equipment, with significant revenue potential as the industry recovers [6] - The semiconductor business has generated several tens of millions in revenue, focusing on process equipment and cutting, with a strategy to enter mini LED and Micro LED markets [6] Group 4: Acquisition and Synergy - The company acquired a 25% stake in Guanghao Jie, aiming for a total of 62.6343% voting rights, enhancing collaboration in camera module assembly and testing [7] - The integration with Guanghao Jie is expected to provide new growth opportunities and market coverage in the consumer and automotive electronics sectors [7] Group 5: Financial Performance - The decline in gross margin is attributed to product structure and high R&D costs due to insufficient scale [8] - The net profit margin for 2023 is negative, primarily due to goodwill impairment and inventory write-downs [8]