Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [3] - Key product types include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps, among others [3] Group 2: Revenue Performance - The low-temperature refrigeration segment experienced a slight decline in revenue in the first three quarters, with the decline rate narrowing each quarter; however, the special air conditioning and thermal management segments saw year-on-year growth [4] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including Dunham-Bush, which has a 131-year history and offers products like variable frequency centrifugal chillers [4] - Successful domestic projects include major data centers for national supercomputing and telecommunications companies, while international collaborations span North America, Australia, Southeast Asia, and the Middle East [4] Group 4: Nuclear Power Industry - The company is actively involved in the nuclear power sector, focusing on core scenarios such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient nuclear energy utilization [6] - Notable domestic projects include several nuclear power stations, with the company also winning bids for small modular reactor cooling projects [7] Group 5: Heat Recovery Steam Generators (HRSG) - The joint venture with Yantai Modern Ice Wheel Heavy Industry Co., Ltd. produces HRSGs for combined cycle gas power plants, with expected revenue exceeding 700 million in 2024 [8] Group 6: Thermal Management and Carbon Neutrality - The company is committed to thermal management solutions, focusing on industrial heat pumps and has been recognized as a national-level specialized "little giant" enterprise [8] - The company’s technologies, including waste heat recovery and high-temperature heat pumps, are positioned to support energy-intensive industries in reducing consumption and carbon emissions [9] Group 7: Aerospace Fuel Applications - The company produces liquefaction units for aerospace fuels, including hydrogen and methane, with a notable product recognized as a major technological equipment project in the energy sector [9] Group 8: Gas Turbine Waste Heat Cooling - The company offers lithium bromide absorption chillers that utilize waste heat from gas turbines for combined cooling and power generation, enhancing energy efficiency [9]

3、顺酐产品 2026 年投放的产能多吗？公司顺酐装置当前 的运行情况如何？ 回复：据行业数据披露，2026 年国内顺酐新增产能投放相 对有限，主要来自福建中景石化的一套顺酐装置。2025 年顺酐 行业整体开工率仅有 50%左右，但公司顺酐装置始终保持高负荷 稳定运行。后续公司将持续优化顺酐装置的工艺运行效率，进一 步巩固在区域市场的供应地位；并依托稳定的产品质量与区位优 势，深化与下游客户的长期合作机制。同时，公司将密切关注顺 酐产业链延伸机会，探索高附加值衍生物的开发路径，以提升整 体盈利韧性。 4、国家反内卷政策对于化工行业产能扩张的影响如何？对 公司影响如何？ 回暖的有利契机，加快推进存量优化项目落地，深化产业链上下 游协同，力争在新一轮周期中占据更有利的竞争地位，为股东创 造可持续的价值回报。 2、化工板块上市公司在建工程投资额呈现持续下降的趋 势，公司 2026 年的资本开支情况如何？ 回复：从上市公司披露的三季度在建工程数据中不难发现， 多数企业的资本支出呈现收缩态势，从侧面折射出行业整体正处 于产能消化与投资审慎阶段，新建及扩建项目进度明显放缓，企 业更倾向于聚焦现有产能优化与资本开支管控。 ...

立高食品股份有限公司 投资者关系活动记录表 证券代码：300973 证券简称：立高食品 债券代码：123179 债券简称：立高转债 答：目的主要是继续开发国产的、深加工的原料。首先从公司的 主要原料来看，乳脂肪或者乳制品是公司发展奶油和烘焙乳品业务非 常关键的原料之一，像飞鹤这样的乳企在生产过程中需要剥离掉一部 分的乳脂肪成为副产物正好是公司需要的原料，所以双方在业务上是 互补的。 问题 7：公司会重点拓展自助餐场景吗？ 编号：2026-001 | | 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（请文字说明其他活动内容） | | 参与单位名称及 | 具体详见附件《参与单位名称及人员明细清单》 | | 人员姓名 | | | 时间 | 2026 年 1 月 7 日 14:00-16:00 | | 地点 | 广州市增城区石滩镇兴石一路 号 楼会议室 3 2A | | 上市公司接待人 | 董事、副总经理、董事会秘书、财务总监：王世佳先生 | | 员姓名 | 证券事 ...

Group 1: Company Performance and Market Expansion - The company has shown significant improvement in four areas: overseas market expansion, rapid business growth, potential in the oil and gas composite pipe industry, and strong confidence in creating long-term value for investors [1] - The overseas market demand for waste incineration is broad, driven by downstream transformation and policy support in developing countries, leading to increased penetration rates [1] - The new production base in Vietnam has begun to establish capacity and is entering the ramp-up phase, while the construction of the Daya production base is progressing orderly and is expected to be operational this year [1][2] Group 2: Financial Performance and Shareholder Returns - The company has distributed approximately CNY 100 million in dividends since its listing, enhancing shareholder satisfaction [2] - A share repurchase plan of CNY 400 million is set to be implemented, with all repurchased shares to be canceled, further stabilizing and enhancing the company's investment value [2] - The company emphasizes continuous optimization of profit distribution mechanisms to share development dividends with investors through dividends and buybacks [2] Group 3: Production Capacity and Order Progress - The Vietnam production base has eight HRSG production lines under construction, with four expected to be operational in Q2 and the remaining four in Q4 of this year [2] - The company has received orders for HRSG products, with the production cycle approximately six months, and the first batch of orders is set to enter production soon [2] - The Daya base is planned to have two HRSG production lines, expected to be operational in 2026, primarily serving non-North American market demands [3] Group 4: Market Demand and Pricing Strategy - The demand for HRSG is increasing alongside the rising need for gas turbines driven by the rapid expansion of AI data centers in North America [3] - The pricing of HRSG products is determined by material costs, labor, and other expenses, with recent orders reflecting price increases compared to earlier contracts [3] - The company has obtained ASME certification and is progressing through the necessary production system certifications to enter the North American market [3]

编号： 2026-001 | | ■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 （请文字说明其他活动内容） | | 参与对象 | 新华资产 姜新月、刘婷 | | | 中邮资管 孟东晖 | | 时间 2026 | 年 月 日 点 分 1 5 14 00 | | 地点 | 公司三楼会议室 | | 上市公司接待人 | 副总经理/董事会秘书 宁星华 | | 员姓名 | 证券事务部部长 许青山 | | | 一、组织开展交流会议 | | | 1.请问公司小型制导火箭的产品系列有哪些？ | | | 公司小型制导火箭围绕"系列化、多平台化"发展思路， | | | 围绕客户需求牵引，在基本型的基础上开发了破甲型、增强型、 | | | 等多款系列化产品，从而满足不同客户的差异化需求。 | | 投资者关系活动 | 2.请问小型制导火箭产品的销售范围、定价模式及毛利率 | | 主要内容介绍 | 情况如何？ | | | 目前，公司小型制导火箭产品主要为军贸产品，产品定价 | | | ...

| | ☑ 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 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | | 创华投资 李军辉 | | | 创华投资 刘海雄 | | 活动参与人员 | 赛马资本 杨海勇 | | | 个人投资者 林木胜、王楠 | | | 副总经理、董事会秘书、财务负责人 冯岩 | | 活动接待人员 | 副总经理 于海洋 | | | 证券事务代表 向茜茜 | | 时间 | 2026 年 1 月 7 日 15:00—17:00 | | 地点 | 深圳市福田区华强北路群星广场 A 座 31 楼公司会议室 | | 形式 | 现场会议 | | | 公司副总经理、董事会秘书、财务负责人冯岩向投资者介绍了深 | | | 圳赛格股份有限公司（以下简称"深赛格"或"公司"）基本情况， | | | 随后与投资者进行了现场交流，投资者提问及回复情况如下： | | | 1.公司几家检验检测子公司在服务区域上是否有限制？ | | | 答：尊敬的投资者您好！检验检测业务特性存在一定的区域性， | | | 公司已形 ...

证券代码：002918 证券简称：蒙娜丽莎 编号：2026-001 | | 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： | | 活动参与人员 | 方正证券、中泰建材、景林资产、海融鑫投资、中金资本、坤酉基金、抱石投 | | | 资、苏建鸿（排名不分先后） | | 时间 | 年 月 日上午 2026 1 7 10:00-11:30 | | 地点 | 蒙娜丽莎智能家居公司会议室 | | 形式 | 现场会议 | | 上市公司接待人员 | 公司董事、董事会秘书：张旗康 | | | 1、2025 年行业发展情况以及对 年的展望？ 2026 | | | 答：2025 年陶瓷行业仍延续 2024 年的发展态势，尚未有明显企稳回升， | | | 陶瓷头部企业的市场占有率整体仍处于较低水平。2026 年，国家将坚持内需主 | | | 导，通过大力提振消费，继续实施消费品以旧换新等政策，有望为持续承压的 | | | 陶瓷行业带来利好。随着国家政策的积极引导，建陶行业在压力中展现出新的 ...

Group 1: Company Overview and Strategic Initiatives - The company is entering the small modular reactor (SMR) sector as a strategic extension into emerging power and clean energy services, leveraging its experience in data centers, oil and gas field development, and industrial electricity [2][3] - The SMR-related equipment will utilize modular design, enhancing the company's production capabilities and complementing existing business lines to create competitive integrated energy solutions [3] Group 2: Natural Gas Market Dynamics - The rapid growth in natural gas orders is attributed to a reshaped global supply landscape, with diverse supply networks emerging in North America, the Middle East, North Africa, and Asia, making natural gas a strategic energy security goal for many countries [4] - The demand for clean energy is rising, positioning natural gas as an efficient and economical bridge in the global energy transition, especially as it fills electricity gaps and stabilizes power grids [4] Group 3: Future Outlook for Power Generation - The company plans to focus on three key areas: data centers, industrial energy, and new power systems, emphasizing technological innovation and product iteration to enhance clean energy equipment's smart and large-scale applications [5] - Integrated solutions will be provided for power equipment supply, intelligent operation control, and lifecycle maintenance support, ensuring efficient collaboration from energy production to electricity assurance [5] Group 4: Supply Chain and Delivery Assurance - The company is building a global supply chain to enhance resilience, establishing strategic partnerships with manufacturers like Siemens and Kawasaki Heavy Industries to ensure reliable delivery of gas turbine equipment [6][7] - Capacity expansion in the U.S. will support the production of various equipment types, ensuring that domestic and international capacities can be adjusted based on actual order demands [7] Group 5: Collaboration with Kawasaki Heavy Industries - A strategic cooperation agreement was signed with Kawasaki Heavy Industries for gas turbines, enhancing existing collaboration and establishing a joint market development mechanism [7]

Group 1: LCP Business Developments - The company has begun mass production of LCP film products for leading clients in the consumer electronics sector, marking a significant breakthrough in domestic applications from 0 to 1 in mobile terminal devices [1] - LCP film products are suitable for use as flexible electrode materials in brain-computer interfaces due to their low water absorption, excellent high-frequency transmission performance, and good biocompatibility [1][2] - The company is the only domestic enterprise capable of large-scale production of LCP films, with ongoing clinical trials and collaborations with overseas clients in the brain-computer interface field [2] Group 2: Modified Materials Production - Current production capacity for modified materials stands at 550,000 tons, with an additional 150,000 tons expected to come online in Q1 2026, raising total capacity to 700,000 tons [3] - The company is expanding its market share in modified materials, focusing on sectors such as energy storage systems, home appliances, power tools, and robotics [3] Group 3: Commercial Aerospace and New Energy Progress - The company supplied LCP fiber materials for a low-orbit satellite's flexible solar wing core layer in April 2025, positioning itself to benefit from the growing demand in the commercial aerospace sector [4] - The sodium-ion battery has achieved mass production and is leading in sales within the industry, with applications in energy storage, start-stop power, and data centers [6] - The company is set to increase sodium-ion battery production capacity in Q3 2026, enhancing its ability to fulfill customer orders and solidifying its market position [6]

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 及人员姓名 平安基金-刘文平 时间 2026 年 1 月 7 日 地点 腾讯会议 上市公司接待 人员姓名 董事会秘书 郜雨 投资者关系活动 主要内容介绍 投资者问答主要内容： 1.如何展望 2026 年经营预期？ 答： 公司 2026 年将聚焦国内外双市场发力：国内市场持续赋 能义齿加工厂与口腔医疗服务机构，通过数字种植、美学修复、 全口活动义齿等新方案，同步提升下游客户竞争力与患者诊疗 体验；海外市场深耕细作，精准对接客户需求，强化产品组合 与解决方案交付能力，依托现有客户关系及品牌优势挖掘价值 客户。凭借团队的不懈努力，公司对实现业绩稳步增长充满信 心。 2.公司临床端客户和技工端客户的区别是什么？ 答： （1）定位与角色不同：临床端客户是口腔医院、诊所等 直接服务患者的诊疗机构，是诊疗方案的执行者；技工端客户 是义齿加工厂等专业生产机构，专注修复体（义齿、牙冠等） 制作，是临床诊疗的后端支撑。 （2）核心需求与合作重点不同：临床端更关注能 ...