江苏斯迪克新材料科技股份有限公司 投资者关系活动记录表 证券代码：300806 证券简称：斯迪克 2025-020 江苏斯迪克新材料科技股份有限公司 2、斯迪克在膜材料行业的竞争优势是什么？ 答：①高水平的技术研发、自主创新能力。公司一直注重自主创 新和技术研发，自 2009 年起连续多年被认定为高新技术企业。公司 目前拥有省级高性能胶粘材料研发中心，中心配备一支能力强、素质 高的技术研发队伍，专门从事光学膜、胶粘剂等新产品的研发。 ②凭借创新的"嵌入式"研发模式建立了紧密的终端客户关系。 公司借鉴、吸收传统研发模式的优点，结合产业特征以及下游市场需 求变化快，技术更新迅速等特点，成立了以研发部门为主，销售、市 场和生产部门协同配合的"嵌入式"研发体系。该体系的最大特点是 贴近市场需求、反应迅速，通过研发部、市场部及销售部等多部门多 纬度了解、掌握最新的行业动态及客户需求，确保公司走在行业需求 的前端。公司通过与终端客户的直接交流和个性化需求分析，实现了 的与终端客户联合研发。 投资者关系活动记录表 | | √□特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩 ...

| | 的净水项目及为期 5 年的运营、中标设计规模 3 万立方米/天河南汤 | | | | | --- | --- | --- | --- | --- | | | 阴城南污水处理 BOT 项目，这两个项目均采用我司今年主推的装配式 | | | | | | SEED 水厂建造模式，另有潜在十多个重点项目在跟踪。 | | | | | | 4、公司固废板块有多少存量项目？ | | | | | | 答：固废板块主要是污泥和病死畜禽两类项目。其中污泥处理项 | | | | | | 目利用污泥干化焚烧技术的日处理规模 1200 吨/天，利用污泥发酵技 | | | | | | 术的日处理规模 500 吨/天，利用硫酸分解法的病死畜禽类项目总的 | | | | | | 日设计处理量 60 吨/天。鹏鹞环保在固废处置技术和资源利用化技术 | | | | | | 方面具有一定优势，拥有多项专利技术，可通过技术创新提升固废资 | | | | | | 源化利用的效率和效果，推动固废板块发展。 | | | | | | 5、公司固废板块未来增长空间有多大？ | | | | | | 答：目前我国污泥处理项目在区域上存在不平衡，东部发达地 ...

Company Overview - Founded in 2001, Wuxi Intelligent Control Engineering Co., Ltd. specializes in the design, research and development, production, and sales of a full range of intelligent control valve products [2] - Listed on the Shenzhen Stock Exchange in June 2017, the company is recognized as a national high-tech enterprise and a national specialized "little giant" enterprise [2] - Holds multiple national patents and has established research institutions, including the Jiangsu Province Regulating Valve Engineering Technology Center [2] Product and Market Application - Products are widely used in various sectors, including petroleum, chemical, new energy, new materials, electric power, environmental protection, and steel metallurgy [2] - The company operates several wholly-owned subsidiaries and has set up over five 4S after-sales service stations nationwide, aiming to become a distinctive and advantageous provider of control valve solutions [2] Future Development and Technology Integration - Engaged in discussions regarding production operations, future development plans, AI technology advancement, and big data integration applications [2]

Company Overview - Founded in 1955, joined Xizi Elevator Group in 2002, listed on Shenzhen Stock Exchange in 2011, and renamed to Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2022 [2] - Main business includes waste heat boilers, clean energy power generation equipment, and overall solutions for energy utilization [2][3] - Key product segments: waste heat boilers, clean energy equipment, solutions, and spare parts & services [2] Project Highlights - The "Steam Extraction Energy Storage" project at Guoneng Hebei Longshan 600MW thermal power unit began trial operation on December 28, 2024 [4] - Performance metrics: - Load reduction capability down to 51 MW (8.5% Pe) for at least 4 hours [4] - Peak load increase of 47 MW for at least 6 hours [4] - Internal heat exchange efficiency of the molten salt storage system not less than 98% and electrical conversion efficiency not less than 70% [4] - The project successfully achieved peak load stability at 650 MW on February 19, 2025 [5] Strategic Development Directions - Focus on overseas markets to increase international market share of core products like gas turbine waste heat boilers [6] - Expand in the renewable energy market leveraging molten salt storage technology for various applications [6][7] - Target spare parts and retrofit markets in response to national policies promoting equipment upgrades [7] Competitive Landscape - Leading position in the waste heat boiler segment, competing with major domestic boiler manufacturers [8] Key Downstream Industries - Major downstream clients include high energy-consuming sectors such as steel, building materials, petrochemicals, cement, and chemical fibers [9] International Market Strategy - In 2025, the company aims to enhance its presence in overseas markets, with products exported to over 100 countries [10] - Focus on direct contracts and international domestic general contracting for exports, with increasing direct signing [10] Recent Developments - The 100 MW perovskite large-area component production line by Hangzhou Zhongneng Photovoltaic Technology Co., Ltd. commenced operation in November 2024 [11] - In 2024, the company secured new orders totaling 5.852 billion CNY, with significant contributions from various product segments [12] - Delivery cycles for boiler products typically range from 6-12 months for domestic projects, with longer timelines for international projects [12]

证券代码：000429、200429 证券简称：粤高速 A、粤高速 B 广东省高速公路发展股份有限公司投资者关系活动记录表 编号：2025004 | | √ 特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 □业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 活 动参与 | 杨汉明 梁继荣 广东省高速公路发展股份有限公司 | | 人员 | 生名扬 唐博伦 易方达基金管理有限公司 | | 时间 | 2025 年 3 月 5 日 10:30-11:40 | | 地点 | 公司会议室 | | 形式 | 电话交流 | | | 一、董事会秘书杨汉明先生简要介绍了公司 2024 年的经营情况、 | | | 主要参控股路段改扩建工程进展情况、主要财务数据同比变动情 | | | 况、四季度营收和利润同比降幅较大的原因、公司增资投资建设广 | | | 惠高速改扩建工程的基本情况等。 | | | 二、问答环节主要内容 | | | 问 1：2024 年公司四季度营收、利润同比降幅较大的原因 | | ...

Group 1: AI and Technology Integration - The company has actively developed AI technologies, particularly in video content production, exploring generative technologies and intelligent auditing to enhance media asset management [2][3] - AI video enhancement utilizes deep learning to restore and upscale low-resolution videos, improving overall image quality [2][3] - The integration of DeepSeek-R1 model aims to enhance intelligent analysis capabilities, improving media asset management efficiency [3] Group 2: Emergency Broadcasting and Safety - The company is deeply involved in establishing national emergency broadcasting standards and has received certifications for emergency broadcasting services [4] - It has developed comprehensive emergency broadcasting solutions, including satellite communication and rapid transmission channels [4][6] - The company aims to connect emergency broadcasting systems across various government levels to ensure timely information dissemination [4] Group 3: Ultra HD Broadcasting - Currently, there are 9 ultra HD channels in operation, with plans to launch 13 more by the end of 2025, bringing the total to over 20 [5] - The company participates in the construction of 4K and 8K channels, contributing to national standards and technological advancements in ultra HD broadcasting [5][6] Group 4: Data Security Solutions - The company offers comprehensive data security services, including copyright protection, encryption, and digital watermarking [7][8] - It has developed a digital security architecture that supports various data protection needs across different sectors [8][9] Group 5: Cloud Computing and Global Expansion - The company provides cloud-based video production systems, facilitating services for various video platforms [9] - It has expanded its operations to over 120 countries, collaborating with international telecom and broadcasting companies to enhance global market presence [10]

投资者关系活动记录 编号：20250304 | 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 □一对一沟通 | | | □其他 | | 参与单位名称及人员 | 中信证券 刘同心 | | 姓名 | 信达澳亚 张明烨 | | 时间 | 2025 年 3 月 4 日 | | 地点 | 线上 | | 上市公司接待人员 | 公司董事会秘书、副总经理 张召平 | | 记录人 | 谢建红 | | | 一、公司基本情况介绍 | | | 公司成立于 1995 年，目前包括金属制品和化工制品两个板块的业 | | | 务。金属制品板块业务主要从事镀锌钢丝及镀锌钢绞线、钢帘线、 | | | 胶管钢丝、预应力钢绞线、金刚线等金属制品的生产和销售，产品 | | | 主要应用于电力电缆、特高压工程、汽车轮胎、橡胶软管、高速公 | | | 路、高速铁路、桥梁、水坝、陆上风塔及光伏太阳能用晶硅片切割 | | | 等领域。化工制品板块业务主要从事有机硅及其相关产品的生产和 | | | 销售，产品广泛应用于建筑、 ...

证券代码：300835 证券简称：龙磁科技 | | 4、永磁铁氧体毛利率高于同行的原因？ | | --- | --- | | | 答：（1）技术优势：公司具有多年磁性材料技术积累，不断推动技术进步， | | | 在模具制造、液压成型、原料制备等关键环节位于行业领先水平，成品率处于行 | | | 业前列。（2）成本控制：主要生产基地位于安徽及越南等地，劳动力与能源成本 | | | 优势显著；（3）市场策略与客户结构：聚焦高端客户，服务Bosch、Brose、Valeo、 | | | Nidec等全球头部客户，订单规模效应突出。 | | | 5、微逆业务的拓展情况？ | | | 答：2024年微型逆变器市场在政策、技术、新兴市场的驱动下持续扩张，但市 | | | 场竞争加剧，随着分布式光伏渗透率提升、光储融合及新兴市场需求释放，公司 | | | 将持续推动产品算法、性能和应用场景的升级，丰富产品矩阵，继续深耕欧洲市 | | | 场，并加大新兴市场，如南美、东南亚等市场的开发力度。 | | | 6、2024年业绩情况及驱动因素？ | | | 答：公司预计2024年净利润1.07亿-1.28亿元，同比增长45.49% ...

Financial Performance - In 2024, the company achieved revenue of CNY 2.868 billion, a year-on-year decrease of 12.42% due to a significant drop in the sales price of heparin sodium products, despite an increase in sales volume [2] - The net profit attributable to shareholders was CNY 180 million, down 12% year-on-year, impacted by declining sales prices, increased R&D investment, and rising financial expenses [2] - The nuclear medicine business generated revenue of CNY 1.012 billion, a slight decrease of 0.52%, with key product 18F-FDG revenue at CNY 421 million, up 0.25% [2] R&D Progress - The company made significant breakthroughs in multiple innovative drugs, with 4 IND applications approved domestically and internationally, and 1 Fast Track certification [4] - The company increased its R&D personnel by nearly 100 in 2024 to support ongoing projects, focusing on clinical operations and preclinical experiments [8] - A total of CNY 680 million was raised in primary market financing in 2024, reflecting strong capital recognition of the company and its projects [4] Nuclear Medicine Development - The company is collaborating with well-known entities to build a specialized isotope reactor project in Jiangxi [5] - By the end of 2024, the company had operationalized 30 nuclear medicine production centers, covering 93.5% of the domestic nuclear medicine demand [6] - The company is exploring new therapeutic nuclear drugs, including those targeting prostate cancer and Alzheimer's disease, with ongoing clinical trials [10][17] Market Outlook - The future nuclear medicine market is expected to grow as foreign nuclear drugs enter the domestic market, increasing market recognition [11] - The treatment drug 177Lu-LNC1004 has completed Phase I clinical trials and shows promise for various solid tumors, with a broad market potential [12] - The company is actively pursuing international business development opportunities for its differentiated products [19] Financial Guidance and Challenges - The company did not provide specific revenue and net profit guidance for 2024, citing disclosure principles [27] - The slow growth of 18F-FDG sales is attributed to limited customer growth and the product not being included in medical insurance, relying mainly on out-of-pocket payments [27] - The company is addressing increased tariffs on exports to the U.S. by adjusting pricing strategies in collaboration with clients [26]