Group 1: Company Overview - The main business areas of Shanghai NAR Industrial Co., Ltd. include digital printing materials (65% of revenue), automotive functional films (30%), and electronic and optical films (5%) [2] - The company's development strategy focuses on "new materials and new energy" dual drive, aiming to expand market share and enhance product quality and supply stability [2] Group 2: Growth Strategy - In the new materials sector, the company plans to increase market share, strengthen the supply chain, and enhance product quality through self-supply of raw materials [2] - The automotive protection film and optical film sectors will see increased investment in R&D and manufacturing capabilities, along with the establishment of multi-channel service systems for customers [2] Group 3: Core Competencies - The company has a strong focus on technology R&D, with a team of specialized personnel in fine chemicals, polymer materials, and mechanical equipment, contributing to its competitive edge [3] - NAR has established a robust brand presence, exporting products to multiple countries and providing agency services for international brands, which has built customer trust through quality and timely delivery [3] - The company has extensive industry experience, having evolved with the precision coating industry over nearly 20 years, allowing for a deep understanding of industry policies and trends [3] Group 4: Investment and Compliance - The investment in Jiangxi Lanwei Electronics Technology Co., Ltd. is progressing as planned, with adherence to legal and regulatory requirements for decision-making and information disclosure [4] - The company ensures compliance with regulations during investor communications, maintaining confidentiality of significant information [4]

Group 1: Future Growth Points in Detection Business - The company aims to increase market share in engineering detection services across various regions [2] - It plans to actively pursue opportunities in housing detection, leveraging national policies [2] - The company will expand its electronic and electrical testing services, focusing on centers in Xiamen and Shenzhen, and seek more authorizations from new energy vehicle manufacturers [2] Group 2: Future Growth Points in New Materials Business - The company will prioritize market-driven strategies to enhance its market share in new materials for additives [3] - It aims to increase the proportion of large engineering projects within its existing customer base and geographic distribution [3] - The company plans to diversify its overseas market expansion to boost brand recognition and market share [3] Group 3: Overseas Market Entry Strategy - The company will enter overseas markets with high-quality concrete additives and customized technical services [3] - It intends to establish strategic partnerships with local firms to explore joint ventures and technology collaborations, reducing entry barriers [3] - The company will leverage local talent and technology to enhance its additive products, focusing on a "technology + service + localization" strategy for international expansion [3]

Group 1: Company Overview and Product Introduction - Zhejiang Zhonghe Technology Co., Ltd. introduced three low-altitude products in 2024: UniTFCC tri-redundant flight control computer, UniSpace low-altitude comprehensive service platform, and UniPort smart public take-off and landing field management platform [2]. - UniTFCC tri-redundant flight control computer ensures high reliability in critical mission execution, maintaining safety risk control within 10^(-9) [2]. - UniSpace platform provides unified management for various low-altitude vehicles, optimizing ground and airspace resource management [2]. - UniPort platform offers intelligent management for public drone take-off and landing, enhancing safety and efficiency [2]. Group 2: Market Potential and Economic Impact - The low-altitude economy market is projected to exceed 500 billion CNY in 2023, with optimistic estimates suggesting it could surpass 1 trillion CNY by 2026 [3]. - The global drone flight control market is estimated at approximately 4.5 billion USD in 2023, expected to grow to 13 billion USD by 2030, with a CAGR of about 16.4% [3]. - The flight control system is anticipated to account for 20%-30% of the manufacturing cost of eVTOL products [3]. Group 3: Strategic Partnerships and Projects - The company has invested 32.5 million CNY in Yuanfei Technology, holding a 24.53% stake, positioning itself as the second-largest shareholder [4]. - Successful project implementations include the intelligent inspection system for the G30 Xinjiang section of the Lianhuo Expressway, although the order amount is relatively small [4]. - Yuanfei Technology has multiple operational cases in low-altitude management, including systems in Ganzhou and Hecheng [4]. Group 4: Future Plans and Infrastructure Development - Hangzhou's low-altitude economic development plan aims to establish over 275 take-off and landing sites and 500 low-altitude flight routes by 2027 [4]. - The company is actively pursuing low-altitude infrastructure construction in line with local government initiatives [4]. Group 5: Semiconductor Products and Production Capacity - The company's subsidiary, Haina Co., focuses on semiconductor-grade single crystal silicon materials, with production bases in multiple locations [4]. - Haina's production capacity includes 750 tons of 6-8 inch semiconductor-grade single crystal silicon ingots annually and 4.32 million 6-8 inch polished wafers per year by 2025 [4]. Group 6: Financial Performance and Order Status - In 2024, the company secured approximately 3.135 billion CNY in new orders within the smart transportation sector, maintaining a consistent performance above 2.5 billion CNY for three consecutive years [5].

证券代码：301550 证券简称：斯菱股份 浙江斯菱汽车轴承股份有限公司 投资者关系活动记录表 编号：2025-004 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他（请文字说明其他活动内容） 活动参与人员 国泰君安证券肖群稀、长江证券赵智勇、长江证券叶道 峰、长江证券喻亨一、长江证券阮丹宁、华鑫证券罗笛 箫、融通基金刘安坤、融通基金唐皓、融通基金卢文杰、 融通基金钱佳兴、融通基金张文玺、融通基金刘申奥、 博时基金金耀、平安资管邬炜、平安资管顾皓卿、平安 资管马继愈、平安资管史俊奇、平安资管樊建岐 时间 2025 年 2 月 20 日-2 月 21 日 地点 公司会议室 形式 现场交流 上市公司接待人员姓名 董事长姜岭，董事会秘书安娜、证券事务代表蔡航丽 投资者关系主要内容介绍 1、主业方面，贵公司如何打造"小批量、多品种" 的柔性生产模式？ 答：公司自主研发出适合"小批量、多品种、快速 响应"的柔性生产线，在满足产品品质的同时，根据产 品订单总量和批量的变化及时匹配生产能力，使得设备 运行灵活并能实现快速换型，能够提高设备利用率、缩 ...

业头部厂商。定位进口替代，做中国芯先行者。实施出海战略：1.0 海外市 场；2.0 国际品牌；3.0 国际化；4.0 全球在地化。争取成为国际级的 IC 厂 商。在业务战略上，以高品质、差异化产品巩固家电市场。推出车规 MCU、 车规 AFE 进军汽车电子市场。布局智能机器人关节控制 MCU 产品技术。在 职能战略上，把人才作为核心资产，有效激励。运用上市公司政策工具， 整合资本市场资源。强化供应链管理，坚持合作共赢。严把质量关，追求 客户满意度。 2、 来宾问：今年四季度的经营业绩情况？ 证券代码：300327 证券简称：中颖电子 中颖电子股份有限公司投资者关系活动记录表 编号 2025-001 | 投资者来访类别 | ■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 | 汇正财经、华福资本、赋远投资、中金公司、国联证券、上海证券报 | | | 人员姓名 | | | | 时间 | 2025 年 2 月 21 日 | | | 地点 | 会议室 ...

证券代码：002938 证券简称：鹏鼎控股 鹏鼎控股（深圳）股份有限公司投资者关系活动记录表 | 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 （ ） | | 参与单位名称 | 国投证券/长江证券/长盛基金/招银理财/农银汇理/东方阿 | | | 尔法/国君资管/融通基金/兴银基金/招商信诺资管/朱雀基 | | | 金/创金合信基金/凯丰投资/中信建投/中泰资管/永诚保险 | | | 资管/安联保险资管/第一创业自营/中海基金/中银证券/方 | | | 正证券/融通基金 | | 时间 | 2025 年 02 月 19-21 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总、董秘：周红 | | 员姓名 | 投关主管：侯琦 | | | Q：泰国产能建设进度？ | | | A：公司泰国园区一期计划投资 2.5 亿美金，主要是汽车 | | | 和服务器相关产品投入，预计 6 月份左右能建成并认证打 | | | 样，年底时能部分投产。公司在汽车领 ...

Growth Areas - The company's primary growth area in the past one to two years has been in automotive camera-related equipment, with significant orders from leading domestic clients in the new energy vehicle sector [1] - The server business is expected to see growth driven by cloud and AI servers, with a focus on meeting the testing needs of major clients like Amazon and Microsoft [2] Business Strategy - The company plans to extend its product line in the 3C and server sectors by investing in optical testing capabilities and expanding its traditional strengths in electrical and RF technologies [1] - The strategy includes increasing equipment supply for client testing needs and enhancing design capabilities to meet various production line requirements [2] Optical and Visual Equipment - Significant investments have been made in optical and visual testing equipment, with a focus on supporting the MR/AR sectors and adapting to technological iterations in mobile camera systems [3] MLCC and Semiconductor Equipment - The MLCC sector has entered a recovery phase, with the company having previously sold over 100 million RMB worth of equipment and developing higher-value devices [4] - The semiconductor business is currently generating several tens of millions in revenue, focusing on mini LED and Micro LED technologies, with a strategy to ensure equipment consistency and stability [5] Financial Performance - The company has transitioned from losses to profitability due to adjustments in product structure and the successful rollout of new equipment [8] - The overall financial health includes minimal impairment losses, primarily related to inventory and some goodwill [6][7] Production Capacity and Client Structure - The company has sufficient production capacity, with a client structure leaning towards overseas customers who prioritize testing and are willing to offer higher profit margins [11] Future Plans and Investments - The company is continuing its investment projects related to semiconductor equipment, with an estimated capital expenditure of 200-300 million RMB for the year [12] - Future financing plans may include acquisitions focused on standard equipment in sectors like MLCC and cutting machines [12]

Group 1: Investor Relations Activity - The event was categorized as a specific object investigation and analyst meeting [1] - Participants included representatives from nine financial institutions such as招商证券, 东方财富证券, and others [1] - The meeting took place on February 21, 2025, in the company's conference room [1] Group 2: Meeting Content Overview - The company was visited and observed by the participants [1] - Discussions covered the operating conditions for the first three quarters, product series, changes in product structure, new product planning, channel expansion, WeChat cloud store, overseas expansion, and women's bag business [1] - The company adhered to regulations, ensuring no significant undisclosed information was leaked during the discussions [1]

| 投资者关系活 | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 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 | □一对一沟通 | | | ■其他（电话会议调研） | | | 参与单位名称 | 磐耀资管、人保养老、民生加银基金、万家基金、观富资管、东 | | | 及人员姓名 | 北证券、天弘基金、西部证券、国信证券、平安资产、工银瑞信、 | | | | 星石投资、淳厚基金、银华基金、鹏华基金、鑫元基金、中金资 | | | | 管、汐泰投资、湘禾投资、长江环保、招商证券资管、泓德基金、 | | | | 华宝基金、宏利基金、汇添富基金、中银资管、兴业基金、青榕 | | | | 资产、华商基金、信诚基金、财通基金、广发证券、国金基金、 | | | | 睿远基金、诺安基金、广发基金、嘉实基金、平安养老、融通基 | | | | 金、金信基金、安信基金、人保资产、建信基金、钧泽基金、建 | | | | 信养老、合远私募基金、诺德基金、国泰基金、长信基金、浦银 | | | | 安盛基金、国联基金、太平养老、美港资本、中邮证 ...

证券代码：002520 证券简称：日发精机 浙江日发精密机械股份有限公司 投资者关系活动记录表 | 58、远策投资管理有限公司：李健 | | --- | | 59、长江证券股份有限公司（自营）：肖旭芳、胡加琪 | | 60、上海蓝墨投资管理有限公司：张中宇 | | 61、安联基金管理有限公司：吴迪 | | 62、安信证券股份有限公司：郑梦琴 | | 63、国泰君安证券股份资产管理有限公司：陈思靖 | | 64、汇添富基金管理股份有限公司：王旭冉 | | 65、浙江浙商证券资产管理有限公司：陈一 | | 66、卓岭基金管理(青岛)有限公司： 田间 | | 67、富荣基金管理有限公司：王锦烽 | | 68、深圳市河床资产管理有限公司：杨田 | | 69、南华基金管理有限公司：章健 | | 70、第一创业证券股份有限公司：李泽梓 | | 71、金元证券股份有限公司：杜旭 | | 72、上海睿亿投资发展中心：陈海华 | | 73、杭州遂玖资产管理有限公司：章诚 | | 74、珠池资产管理有限公司 ：尹晨 | | 75、长江证券研究所：刘晓舟、王硕 | | 76、深圳市惠通基金管理有限公司：王青晨 | | 77、深圳国 ...