证券代码：300123 证券简称：亚光科技 编号：2025-001 | 投资者关 | ■特定对象调研 □分析师会议 | | --- | --- | | 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(请文字说明其他活动内容) | | | 叶 鑫 国联民生证券 | | 参与单位 | 王渊锋 安信基金 | | 名称及人 | 杨雨润 华夏基金 | | | 姜 申 湘财基金 | | 员姓名 | 邬成律 崇山资本 | | | 杜冠亨 泰信基金 | | 时间 | 2025 年 3 月 4 日 | | 地点 | 成都亚光会议室 | | 上市公司 | 袁小华 成都亚光财务总监 | | 接待人员 | 徐 涛 成都亚光研发部长 | | 姓名 | 李 坤 成都亚光客户总监 | | | 刘梦瑶 亚光科技证券事务代表 | | | 一、公司介绍 | | | （一）基本情况 | | | 亚光科技（原名：太阳鸟游艇股份有限公司）于2010年在创业板上市，2016 | | | 年收购成都亚光电子股份有限公司，实现"军工电子+智能船艇"双主业发展。 | | | 成都亚光前身为成都 ...

Group 1: AI Technology Applications - The company has successfully applied AI technology in genetic testing, particularly in the area of hereditary disease diagnosis, enhancing throughput and efficiency in clinical production [2] - AI technology is being developed for applications in infectious disease detection (PMseq) and tumor companion diagnostics, showcasing significant effectiveness in matching pathogenic variants [3] - The use of AI has significantly accelerated the database construction process for hereditary disease diagnosis, reducing costs and improving analysis efficiency [3][4] Group 2: Cost and Resource Management - The computational cost for a complete whole genome sequencing (WGS) analysis is approximately 1000 CPU core hours, with actual costs varying based on equipment and solutions [4] - The company has established long-term partnerships for computational resource deployment, ensuring capacity for large-scale training and daily research needs [4] Group 3: Customer Engagement and Service - ChatBGI primarily serves customer inquiry needs, with future goals to handle more complex data analysis questions [5] - The integration of AI with the company's extensive knowledge base enhances the ability to provide professional and efficient services [5] Group 4: Market Growth and Trends - The market for high-throughput sequencing is expected to continue growing rapidly due to decreasing sequencing costs and increasing penetration in applications such as fertility, oncology, and consumer genetic testing [6] - AI applications in detection processes and report analysis are anticipated to further reduce data output and analysis costs, meeting the rising demand [6] Group 5: Risk Considerations - The impact of AI technology on the company's future performance is uncertain and depends on product development and industry application progress [7] - Investors are advised to be cautious regarding the rapid development of frontier technologies and potential stock price volatility [7]

| | □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：电话会议 柏瑞投资：刘冠平；中金公司：龚晴、杨茂达、曹筱；中泰证券资管：陈佳玲；远 | | 参与单位名称及人 | 信投资：黄垲锐；信达澳银基金：刘维华；希瓦资产：韩雨蒙；尚诚资管：黄向前； | | | 上汽颀臻资管：沈怡雯；耀之资产：叶祎梦；信璞投资：李蕾；森锦投资：徐作为； | | | 明河投资：杨伊淳；聊塑资管：周岩明；利檀投资：毛志伟；景熙资管：程锋；海 | | | 岸号角私募基金：刘泽；博郁投资：张智珑；仁桥资管：史国财；汇华理财：郄文 | | 员姓名 | 惠；双安资产：周诗琪；Mars Asset：Fan Weiwen；HGNH International Asset | | | Management (SG) PTE.LTD：赵培；Cinda Sinorock Global Portfolio Limited | | | Partnership II：Wang Henry；CEDERBERG CAPITA ...

Group 1: Company Response to Recent Events - The recent announcement does not significantly impact the company's normal operations, as it is unrelated to the company and no assistance in investigations is required [1] - The company's governance and internal control mechanisms are robust, ensuring steady progress in all business areas [1] Group 2: Future Work Focus - The team has been busy over the past year, achieving competitive advantages in the snack segment, with performance results already announced [2] - In 2025, the company aims to maintain steady and high-quality development while continuing to expand, focusing on upgrading store models and improving product offerings to enhance consumer shopping experiences [2] - Various trials and innovations in product structure and business formats have been observed, including customized hit products in snacks and new categories like household cleaning and trendy toys [2] - The ongoing business innovations reflect the continuous enhancement of the company's talent team and sustained improvement in operational efficiency [2]

| 亿元。在以往高增长的基础上，Lexar 存储卡、固态硬 | | --- | | 盘、移动存储等全系列产品业务再次实现快速增长，多个 | | 产品在细分市场中取得了领先地位。 | | 目前，Lexar（雷克沙）在全球市场的市占率仍具有较 | | 大的增长空间，公司将继续深化全球战略布局，发挥中国 | | 高效的供应链优势，并在各区域实施差异化运营策略，以 | | 更好地适应当地市场需求，从而进一步推动业务的持续增 | | 长。 | | 5、如何看待 Zilia 未来的增长潜力？ | | 答：2024 年 Zilia 的业务整合取得显著成效，实现销 | | 售收入约为 23 亿元，Zilia 收入同比增长约为 120%。 | | Zilia 作为巴西头部存储器厂商，拥有完善的海外供 | | 应链体系，与半导体存储全球头部客户、半导体存储原厂 | | 建立了长期合作关系。公司在收购 Zilia 后，以自身的技 | | 术与产品设计方案为 Zilia 赋能，发挥 Zilia 贴近本地客 | | 户、自研技术、综合存储产品、本地制造的优势，为海外 | | 客户提供更优质的服务，扩大公司的海外市场份额。 | | 6、 ...

证券代码：830779 证券简称：武汉蓝电 公告编号：2025-003 武汉市蓝电电子股份有限公司 活动时间：2025 年 3 月 3 日至 2025 年 3 月 4 日 活动地点：武汉市蓝电电子股份有限公司会议室&线上会议 参会单位及人员：开源证券、东北证券、民生证券、苏豪投资、得桂基金、 睿华资本、汇瑾资产管理、冰河资产管理、三登投资管理、青创伯乐投资、陕西 趋势投资（排名不分先后） 上市公司接待人员：董事会秘书王雅莉女士 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 二、 投资者关系活动情况 3.老客户需求有何新变化？ 回答：老客户合同洽谈进展正常。行业经历周期调整后，企业订单逐步恢 复，整体订单稳定性增强。 三、 投资者关系活动主要内容 本次交流活动，以线下线上同步会议方式展开，对公司基本情况进行了介 □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 绍，并就投资者关心的问题进行了沟通与交流，主 ...

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 证券代码：834014 证券简称：特瑞斯 公告编号：2025-018 特瑞斯能源装备股份有限公司 □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 二、 投资者关系活动情况 活动时间：2025 年 2 月 28 日 活动地点：公司会议室、展厅、研发中心 参会单位及人员：申万宏源、国泰君安证券、开源证券、海通证券、华金证 券、交大安泰学院、北京通商所、金证上海、中志新产业、阳氢集团、唐锋能源、 闰土股份 上市公司接待人员：公司董事长、总经理许颉先生；公司董事、副总经理、 董事会秘书、财务总监王粉萍女士；公司董事、副总经理薛峰先生；公司总工郑 安力先生 回答：第一、氢能业务是特瑞斯未来发展的重要战略方向之一。公司已将氢 能业务定位为第二增长曲线，并成立了专门的氢能业务团队，致力于提供氢能装 备全产业链解决方案。特瑞斯在氢能领域的布局不仅包括管道输氢和掺氢技术， ...

Group 1: AI Solutions and Developments - The company has successfully launched a new generation intelligent customer service system for a bank, enhancing AI application in credit card services [2] - The intelligent customer service system can automatically identify customer inquiries and provide real-time responses, significantly improving service efficiency [2] - The AI one-stop machine products have been implemented in various financial institutions, leading to increased revenue and service levels for a major state-owned bank [4] Group 2: Performance Metrics and Impact - After the implementation of the AI one-stop machine, key performance indicators (KPIs) for the bank improved significantly, ranking among the top in the country within a month [4] - The deployment of AI solutions has resulted in enhanced customer loyalty and satisfaction [4] Group 3: Addressing Challenges in AI - The company is addressing the limitations of large models in complex banking scenarios by refining task planning and ensuring clarity in task types [5] - Continuous iteration and verification processes are in place to enhance the accuracy and stability of AI models [5] Group 4: Broader AI Applications - Beyond credit and marketing, the company is expanding AI applications into data, risk management, and cross-border e-commerce [6] - The Star ChatBI platform integrates intelligent decision-making capabilities, enhancing transparency and user engagement in data analysis [6]

证券代码：002303 证券简称：美盈森 美盈森集团股份有限公司 投资者关系活动记录表 编号：2025-02 | 投资者关系 |  特定对象调研 | 分析师会议 | | --- | --- | --- | | 活动类别 | □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 | 1、汇丰前海 薛丹彬 | | | 称及人员姓 | 2、信安资金管理 罗希 | | | 名 | 3、汇丰前海 全力 | | | | 4、汇丰前海 罗燕莎 | | | 上市公司参 | 1、董事会秘书 刘会丰 | | | 与人员 | 2、证券事务代表 闻敏 | | | | 3、证券事务专员 吕浚溥 | | | | 4、储干 宋奕凝 | | | 时间 | 2025 年 3 月 4 日(周二)下午 | 15:40~16:30 | | 地点 | 美盈森大厦 B 座 16 楼 | 1607 会议室 | | 形式 | 现场形式 | | | | | 1、公司的包装与大健康产业的业务收入占比情况如何，包装 | | 交流内容及 | 下游客户主要在哪些行业？ | ...