Group 1: Company Overview - The company has three main production bases located in Xiaoshan, Anhui Guangde, and Huzhou Anji, with additional bases in Liuzhou, Guangzhou, and Changchun to support local vehicle assembly [2] - The company is actively advancing its production base project in Morocco [2] Group 2: Production Capacity and Strategy - The current capacity utilization rate is maintained at a high level, with production volume dependent on vehicle sales [3] - The company plans to increase production lines and expand capacity based on market demand for specific projects [3] Group 3: Product Development and Innovation - The company has technical reserves for EMB products, which are not yet mass-produced, with market launch dates contingent on client project schedules [4] - The company has focused on corner module technology, providing comprehensive solutions that integrate various vehicle systems, enhancing functionality and user customization [4] Group 4: Research and Development - R&D expenses are rationalized based on overall planning and project progress, with a long-term commitment to innovation ensuring sustainable development [6] Group 5: Market Engagement - The company is actively promoting its products and technologies to major domestic and international automakers, including Tesla, Xiaomi, NIO, Xpeng, and Li Auto, aiming to secure more clients and projects [7]

编号：2025-006 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 活动参与人员 调研单位及人员： 申万菱信：梁国柱 公司接待人员： 董事会秘书兼财务总监：李斌 时间 2025 年 9 月 23 日下午 16:00-16:30 地点 南京中新赛克科技有限责任公司会议室 形式 现场会议 交流内容及具体 问答记录 互动问答： 1、请问公司今年经营情况？ 答：2025 年上半年，公司在数字化转型与全球市场重构中实 现创新转型与业务增长的双向突破。公司结合互联网普惠深入 推进、生成式 AI 应用不断发展的现状，在传统领域持续优化 产品外，加大 AI 赋能和国际化市场建设的投入，积极落实战 略部署。其中海外业务发展尤其突出，品牌知名度逐步提升， 亚太、非洲、拉美等地域订单量与销售收入均实现同比显著增 长，在多个国家实现空白市场突破。 2、公司在对外投资方面的计划？ 答：公司始终将对外投资作为公司实现战略目标的重要手段之 证券代码：002912 证券简称：中新赛克 深圳市中新赛克科技股份有限公司投资者关系活动记录表 | | 一。公司将对同业 ...

Group 1: Pharmaceutical Business - The pharmaceutical business showed significant growth in the first half of the year, primarily due to concentrated shipments. The company continues to adhere to a major client strategy, focusing on CDMO business models and has established stable commercial relationships with several leading global pharmaceutical companies [1] - The company is actively expanding its client base, targeting strategic and high-viscosity clients, which is expected to drive further growth in the pharmaceutical sector as client product pipelines develop [1] Group 2: Agricultural Protection Business - The agricultural protection business is anticipated to recover in the second half of the year as the client inventory reduction cycle comes to an end. The business primarily focuses on CDMO, covering a range of products including insecticides, herbicides, and fungicides [1] - The company has over 20 years of experience in the agricultural protection industry and is recognized as a strategic partner by five major original research agricultural protection companies, providing comprehensive R&D, production, and supply chain solutions [1] Group 3: Overseas Subsidiaries - The UK subsidiary has improved its operational performance in the first half of the year, with increased capacity utilization and significant foreign exchange gains contributing to its revenue performance [2] - The Malaysian subsidiary is still under construction, with plans for it to focus on the production and sales of patented agricultural protection products once operational [2] Group 4: New Energy Business - The new energy business is expected to achieve significant progress this year, with collaborations established with several leading new energy companies, leading to stable supply and a substantial revenue breakthrough anticipated [2] - The company aims to optimize production and sales processes to reduce costs and enhance profitability in the new energy sector while also focusing on innovative product development [2] Group 5: Competitive Landscape - The company believes that Indian competitors cannot fully replace domestic suppliers, as clients seek to stabilize their supply chains through multi-regional sourcing [2] - China maintains a more comprehensive supply chain system, mature waste management processes, and a robust patent protection system, which provides a competitive edge in the international market [2]

Group 1: Company Strategy and Development - The company focuses on the "Big Culture + Technology" development strategy, actively seeking investment opportunities in "AI + publishing, education, and the internet" sectors [2] - The company aims to enhance profitability in publishing and education while fostering new growth points in emerging AI sectors [3] Group 2: Shareholder Engagement and Stock Management - The company conducted a share buyback in 2024, with repurchased shares allocated for the employee stock incentive plan [2] - Management has no plans for short-term share reduction, indicating confidence in the company's future [3] Group 3: Investment and Business Expansion - The company has invested in Hunan Jinxin Electronics Technology Co., a leading DSP chip design firm, as part of its investment strategy [2] - Future investments will focus on promising game companies to enhance overall profit levels, with a commitment to developing blockbuster game products [3]

Group 1: Company Overview and Business Model - The company adopts a "medical care, health education, and research" integrated model for its health and wellness business, focusing on standardization and replicable light asset management [2] - Current operational projects include Shanghai Fengxian Jinhai Yuxin Nursing Home, Jiangsu Suqian Yuxin Sihong Health Center, and Zhejiang Wenzhou Longgang Medical and Health Education Research Demonstration Park [2][3] Group 2: Operational Capacity and Performance - The Shanghai Fengxian Jinhai Yuxin Nursing Home has approximately 310 approved beds, while the Jiangsu Suqian Yuxin Sihong Health Center has 220 beds, and the Zhejiang Wenzhou Longgang facility has 610 beds (350 for elderly care and 260 for nursing) [3] - The occupancy rate of the Shanghai Fengxian Jinhai Yuxin Nursing Home has reached over 95% since its operation began in October 2021, while the Zhejiang facility has achieved over 60% occupancy after one and a half years of operation [4] Group 3: Pricing Structure - The pricing for nursing institutions includes bed fees, nursing fees, meal fees, and value-added service fees, with the average monthly cost in Shanghai ranging from 4,000 to 8,000 RMB [5] Group 4: Technological Innovations - In April 2025, the company established a strategic partnership with Jinshi Robotics and Shanghai University to develop smart rehabilitation robots and enhance digital and intelligent services in elderly care [6] - The company is currently in the technology research and development phase, focusing on integrating smart technology into elderly care services [7] Group 5: Impact of Smart Technology - The introduction of smart devices aims to enhance service quality and reduce management costs in elderly care settings [8]

Group 1: Company Overview and Strategic Focus - The company has over 30 years of experience in the pig industry, focusing on biological feed, healthy breeding, and branded meat products [2] - Recent strategic shift towards healthy breeding and increased investment in meat products, particularly in the second half of 2025 [2] - Plans to enhance the competitive advantage of the entire pig industry chain by leveraging high-quality self-breeding bases and established brand influence [2] Group 2: Financial Health and Management - As of June 30, 2025, the company's debt-to-asset ratio is 64.5%, with cash reserves of approximately 2.4 billion yuan [2] - The company achieved a net cash flow from operating activities of 660 million yuan in the first half of 2025 [2] - Future strategies include maintaining good relationships with financial institutions and exploring equity financing to manage risks and ensure stable development [2] Group 3: Production Capacity and Regional Focus - The majority of the company's pig production capacity and output is concentrated in Hunan, Guangdong, and Guangxi, with additional capacity in Henan, Hebei, Yunnan, and Gansu [3] - Future development will focus on key regions such as Guangdong and Hunan to align with pork consumption areas [3] Group 4: Feed Business and Sales Strategy - Historically, the feed business has relied on a dealer-based model, with a shift towards direct sales as the industry scales [3] - The company is innovating its feed sales model to enhance profitability through customized nutrition and improved service offerings [3] - Overall strategy aims to boost feed sales and ensure a reasonable sales structure for downstream feed customers [3]

Group 1: Industry Insights - The photovoltaic industry is experiencing significant price declines due to supply-demand imbalances and capacity mismatches, leading to widespread losses [2] - There are signs of price recovery in the supply chain, indicating a potential return to orderly development and sustained demand growth in the photovoltaic sector [2] - The company aims to enhance its market position through differentiated products and cost control measures to achieve high-quality development [2] Group 2: Robotics Development - The company has established Anhui Ruibo Intelligent Robotics Co., Ltd. to focus on the development of robotic components [3] - It has completed design drawings for these components and is in the process of mold opening, having signed confidentiality agreements with leading robotics companies for joint development [3] - A diversified development strategy is in place, including collaboration with research platforms to foster "new energy + new technology" synergy [3] Group 3: Low-altitude Economy - The company is supplying components for leading flying car manufacturers, currently in the sample delivery phase, with large-scale production expected by the end of Q1 2026 [4] - Active development of lightweight products for the low-altitude economy is underway [4] Group 4: Composite Materials - Anhui Xinzhi Nuo New Materials Co., Ltd. has been established to explore new market opportunities in the photovoltaic and new energy vehicle sectors [5] - The company has submitted two patent applications related to composite materials, highlighting its R&D capabilities [5] Group 5: Malaysia Factory Capacity - The Malaysia facility is designed with a total capacity of 100,000 tons, including 60,000 tons for photovoltaic aluminum frames and 40,000 tons for automotive components [6] - The photovoltaic aluminum frame project is expected to commence production by the end of November 2025, with significant profitability anticipated due to higher processing fees compared to domestic operations [6] - The overseas sales team is being established to develop high-quality foreign clients [6] Group 6: Shareholding Status - As of now, the company's shareholding platform has not conducted any reductions [7]

Group 1: Company Overview - Wiston is a key software development and information service company focused on enhancing digital, networked, and intelligent management in industrial and financial sectors [2][3] - The company offers diverse proprietary products and solutions, primarily in smart manufacturing and digital finance [2][3] - Wiston has received multiple certifications, including ISO9001, ISO27001, and CMMI Level 5, and is recognized as a national key software enterprise [3] Group 2: Investor Questions and Responses - Increased customization demands from clients are expected to positively impact the company's revenue [4] - The company is committed to improving operations and communication with investors to reflect its true value in the stock market [5][6] - Wiston has actively engaged in innovative practices in the "AI+ manufacturing" sector, responding to national policies promoting digital transformation [4] Group 3: Stock Performance - As of September 18, 2025, Wiston's stock price has decreased by 24%, while the ChiNext Index has increased by 46% during the same period [5] - The company aims to enhance its market value management to ensure investors benefit from its growth [5][6]

海得工业交换机采用工业级设计，符合工业现场的苛刻环境要求，如环境温 度、电池干扰、现场振动以及通讯协议和实时通信要求，该产品具备强大的兼容 性和稳定性，可确保在机器人设备满足各类工业生产关键实时系统的严苛要求， 助力企业实现智能制造转型；海得第二代PLC（EControl Studio）用Linux + RT 实时操作系统，兼具Linux开源性与实时性优势，可显著提升控制精度与响应速 度，在电子半导体、水处理泵站、交通隧道、管廊、制药等相关行业具有广阔的 发展前景；工业AI控制器的AI功能开发将深度整合神经网络运行时与机器学习 框架，重点突破传统工业控制器在复杂工况下的策略控制和预测性维护的技术课 题。 证券简称：海得控制 证券代码：002184 2025 年 9 月 24 日投资者关系活动记录表 编号：2025-007 | | ■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 | | | | 参与单位名称 及人员姓名 | 平 ...

Group 1: Company Overview and Financial Performance - The company achieved a revenue of 443,249.77 million yuan in the first half of 2025, representing a year-on-year growth of 25.17% [15] - The net profit attributable to shareholders was 31,115.43 million yuan, with a year-on-year increase of 8.47% [15] Group 2: Solid-State Lithium Battery Materials - The company has developed solid-state lithium battery cathode materials with high energy density and safety, achieving batch shipments of 10 tons [3] - The solid electrolyte has been successfully developed with high ionic conductivity and stability, with production capacity established for both oxide and sulfide electrolytes [5][6] Group 3: Lithium Manganese-Based Materials - Lithium manganese-based materials are positioned as a key development direction, with industry-leading performance in density, capacity, and cycle life [4] - The company has established a comprehensive layout for lithium manganese-based materials, covering both liquid and solid-state battery applications [4] Group 4: Three-Dimensional Materials Business - The company has established deep cooperation with international giants like LGES and SK on, securing orders exceeding 100 billion yuan for the next three years [9] - The products are integrated into high-end electric vehicle supply chains, including partnerships with major brands like Volkswagen and BMW [9] Group 5: Lithium Cobalt Oxide and Lithium Iron Phosphate - High-rate lithium cobalt oxide products dominate markets in electronic cigarettes and drones, while high-capacity variants have shown significant performance improvements [10] - Lithium iron phosphate products have seen a substantial increase in sales, with monthly shipments nearing 10,000 tons [12] Group 6: International Market Development - The company has expanded its international customer base, with a growing proportion of international clients contributing to revenue growth [14] - The Finnish base construction is underway to enhance local supply capabilities for international clients [15]