Group 1: Company Overview and Market Position - The company specializes in high-end CNC machine tools, robots, new energy vehicles, and core components, recognized as a national high-tech enterprise [2][3] - The company holds a 60% market share in mechanical drilling spindles and an 80% share in forming machine spindles within the PCB industry [3] - The expected net profit for 2025 is projected to be between CNY 128 million and CNY 165 million, representing a year-on-year growth of 54.40% to 99.03% [3] Group 2: Market Growth and Projections - The global PCB equipment market is expected to grow at a CAGR of 8.7%, reaching approximately USD 10.765 billion by 2029, with China's market projected to reach about USD 6.139 billion [4] - Drilling and exposure equipment are expected to maintain high growth rates of 10.3% and 10.0% CAGR, respectively, from 2024 to 2029 [4] Group 3: Technological and Product Advantages - The company has achieved "domestically leading, internationally advanced" technology levels, with some products filling domestic technical gaps and breaking foreign monopolies [5] - A unique integrated business chain has been established around spindle products, providing high-value solutions through a combination of machine, parts, and service [5] Group 4: Emerging Business Areas - In the commercial aerospace sector, the company has developed key components for rocket control systems and satellite propulsion systems, with small-scale applications already in place [6][9] - The robotics sector includes core components such as harmonic reducers and torque motors, with ongoing development and small batch orders from humanoid robot manufacturers [7][8] Group 5: Future Strategies and Risks - The company plans to focus on household applications for charging robots while cautiously exploring commercial markets [8] - Current business in commercial aerospace and robotics accounts for approximately 1% of total revenue, indicating a need for careful investment decisions [9] - The company is committed to maintaining a robust technical foundation and ensuring product delivery quality while exploring market opportunities [9]

| | □特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他(电话会议) ☑ | | | | 共计 位投资者（排名不分先后）： 16 宝盈基金：李欣 | 广东正圆私募基金：黎君仪 | | | 国海证券：施卫 | 上银基金：杨东朔 | | | 北京诚盛投资：吴畏 | 摩根士丹利基金：陈修竹 | | 参与单位名称 | | | | 及人员姓名 | 上海丹羿投资：葛颂 | 圆信永丰基金：齐昊麟 | | | 上海复胜资管：周菁 | 中国国际金融：王凯 | | | 交银施罗德基金：陈均峰 | 西部利得基金：林静 | | | 星石投资：蒋京杰 | 浦银安盛基金：尹新悦 | | | 上海景林资管：王雄 | 财通证券：杨澜 | | 时 间 | 2026 年 2 月 2 日 | | | 地 点 | 总部会议室 | | | 上市公司接待人员 | 证券事务代表：荣欢 | | | 姓名 | | | | | 一、 问答环节： | | | 投资者关系活动 | | 投资者主 ...

编号：2026-001 证券代码：001306 证券简称：夏厦精密 浙江夏厦精密制造股份有限公司 投资者关系活动记录表 答：公司正处于关键转型期，其中机器人业务的稳步推 进，为长期业绩增长提供支撑。依托在小模数精密齿轮 领域的深厚技术沉淀，公司在人形机器人部件领域已形 成精密齿轮、减速机、行星滚柱丝杠的产品布局。目前， 公司精密齿轮与减速机已实现对国内外多家知名机器人 企业供货；丝杠产品进入试样与小批量订单阶段。 | | 问题 4：公司目前在海外的产能布局情况如何？ | | --- | --- | | | 答：公司目前在的越南基地年产 100 万套精密传动结构 | | | 产品已小批量产，除服务东南亚电动工具客户外，正积 | | | 极对接机器人减速机订单，未来有望进一步打开国际市 | | | 场空间。 | | | 问题 5：公司在新产品新结构的研发是针对哪些产品？ | | | 答：公司目前积极拓展新的产品以应对市场需求和变化， | | | 新产品包括对机器人相关产品、具身智能关节模组以及 | | | 与公司现有产品相结合的机电一体相关产品的延伸，积 | | | 极应对市场和客户需求，打造公司的第二增长曲线。 ...

证券代码：301479 证券简称：弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号：2026-001 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 电话会议 参与单位名称 摩根基金、华安基金、汇添富基金、交银施罗德基金、汇丰晋信基金、 华泰保险、兴证全球基金、浦银安盛基金、国泰基金、国泰海通证券、 华金证券 时间 2026 年 1 月 5 日-1 月 30 日 地点 现场沟通、电话会议 公司接待人员 姓名 董事长兼总经理赵治平先生 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、公司在全景/运动相机领域为头部客户提供光学镜头及模组产 品，拥有较高的市场份额，公司依托哪些差异化的竞争优势持续巩固 在该领域的行业地位？预计该业务 2026 年的增速如何？ 公司是行业内最早进入并深耕全景/运动相机领域的专业光学制 造商之一，拥有深厚的技术沉淀。公司不仅掌握光学镜头设计，还具 备从光学设计、精密制造到摄像模组集成的全链条核心技术与制程工 艺，能为客户提供"光学镜头+摄像模组"的一体化、深层次协同解 ...

Group 1: Company Overview - The company began adjusting prices from Q3 of the previous year, with new prices effectively implemented in Q4 [2] - The company has a significant presence in both domestic and overseas markets, with domestic sales expected to exceed 30% due to increased demand [2] Group 2: Pricing and Market Conditions - The company has adjusted the validity period of many quotes from annual or quarterly to monthly, allowing for more responsive pricing based on market conditions [2] - DRAM prices are still being increased, influenced by supply conditions and market dynamics [3] - The price increase for storage chips is expected to cover cost increases, although the exact future price changes remain uncertain [4] Group 3: Production and Capacity - The company has secured supply agreements with major wafer fabs to meet existing customer demands, but new customer demand is high and challenging to fulfill [3] - The company anticipates that the gross margin for storage chips will stabilize around 30%, with potential for gradual improvement due to current price adjustments [3] Group 4: Future Developments - New DRAM processes are expected to start volume production around mid-year, with revenue contributions anticipated in the following years [5] - The company is monitoring the market for potential price adjustments in LED drivers and other products based on supply chain conditions [5]

证券代码：301378 证券简称：通达海 南京通达海科技股份有限公司 投资者关系活动记录表 编号：2026-001 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 付康、黄翠 时间 2026 年 2 月 2 日 地点 南京市鼓楼区丽地路 1 号通达海 2 号楼一层会议室 上市公司 接待人员 姓名 总经理、董事长 郑建国 副总经理、董事会秘书 张思必 投资者关 系活动主 要内容介 绍 本次交流主要问题及回复如下： 1.公司与 AI 应用相关，属于比较有前景的赛道，想问下公 司的经营战略是怎样的？ 答：公司上市之前，业务主要集中在法院信息化领域，用户主 要是法院。公司上市之后的这两年多时间里，人工智能大模型发展 迅猛，其长文本处理能力正好与法律领域文本为主和严谨的特征 高度契合，法律是目前人工智能技术较为适合的应用场景之一。因 此，公司也在积极推进"AI+法律"战略，围绕立法、执法、司法、 守法、公共法律服务等领域，将 AI 赋能于公安、政法委、司法行 政、仲裁、纪委监委等法律相关部门，扩展法律科技应用场景。 公安是与法 ...

Group 1: Credit and Deposit Performance - As of the end of September 2025, the personal deposit balance of the group reached CNY 2,560.34 billion, an increase of CNY 326.21 billion, representing a growth rate of 14.60% compared to the beginning of the year [1] - The bank has achieved a good start in credit issuance for 2026, with proactive preparations for the peak season to ensure efficient project approval and implementation [1] Group 2: Asset Quality Management - The bank is committed to maintaining a stable asset quality throughout the year by continuously improving its comprehensive risk management system, optimizing credit policies, and enhancing monitoring and inspection frequency [2] - The bank aims to prevent and mitigate risks in a timely manner to ensure that asset quality remains stable [2] Group 3: Investor Relations and Communication - During the investor relations activity, the company engaged in thorough communication with investors, adhering strictly to regulations and ensuring no undisclosed significant information was leaked [2]

证券代码：002839 证券简称：张家港行 江苏张家港农村商业银行股份有限公司投资者关系活动记录表 编号:2026-01 | | √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 （请文字说明其他活动内容） | | 参与单位名称及 | 华泰证券 沈娟、贺雅婷 | | | 中邮资管 冯雪莹 | | 人员姓名 | 招商信诺人寿 崔真荣 | | | 北大方正人寿 范泽挺 | | 时间 | 2026 年 1 月 30 日上午 10：00-11：00 | | 地点 | 张家港行总行 1703 会议室 | | 上市公司接待人 员姓名 | 公司业务部 陆敏先生 庞丽女士 | | | 小微金融部 | | | 董事会办公室负责人 陶鹰女士 | | | 证券事务代表 张伊琦女士 | | | 以及相关工作人员 | | 投资者关系活动 | Q:请问贵行 2026 年信贷投放思路如何？ A:我行始终坚持服务实体经济的根本宗旨，紧密围绕做 | | | 主要就张家港行近期相关经营 ...

证券代码：000951 证券简称：中国重汽 中国重汽集团济南卡车股份有限公司 投资者关系活动记录表 编号：20260202 | 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 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（请文字说明其他活动内容） | | 参与单位名称 | 西南证券 郑连生、戴剑箫 | | 及人员姓名 | 富国基金 曹文俊、冯升、吴一静 | | 时 间 | 2026 年 2 月 2 日 13:30-14:30 | | 地 点 | 公司会议室 | | 上市公司 | 董事会秘书 张 欣 | | 接待人员姓名 | 公司 IR 何炳易 | | | 公司董事会秘书张欣女士简要介绍了公司情况，并就投 | | | 资者关心的问题进行了沟通和交流。主要内容如下： | | | 1、公司近期的生产经营及产销情况如何？ | | 投资者关系活动 | 根据第一商用车网数据，2025 年我国重卡市场总销量 | | 主要内容介绍 | 114.5 万辆，同比增长 27%。公司在 2025 年总体产销情况较 | | | ...

Group 1: Company Performance and Strategy - In 2025, the company focused on strengthening its core business and extending its industry, emphasizing project construction for industrial upgrades and structural optimization [2] - The production and operation remained stable during the reporting period, with project construction progressing as planned [3] - The company adjusted its production and operational strategies based on market conditions to mitigate risks and enhance cost management [3] Group 2: Biomass Fiber Industry Development - The biomass fiber industry projects, including the utilization of mushroom grass, are progressing according to plan, although current revenue contribution is minimal [3] - The core advantage of mushroom grass products lies in their antibacterial properties, targeting markets such as personal fabrics and medical supplies [3] Group 3: Market Trends and Product Insights - The domestic spandex industry has seen rapid development and maturation, with increasing application areas and stable demand growth [4] - Current spandex prices are at historical low levels, with industry concentration continuing to rise [4] - The company has signed long-term supply agreements with major raw material suppliers, primarily focusing on domestic sales [4]