Group 1: Company Overview and Strategic Direction - Beijing Jingyeda Digital Technology Co., Ltd. focuses on developing large models tailored for the education sector, integrating various educational processes to enhance teaching and management [3] - The company aims to leverage AI-generated content (AIGC) to empower the entire talent development process, addressing school needs and pain points through AI applications [3][4] Group 2: AI Applications in Education - The "Starry Sky+" AI teaching platform integrates the Starry Sky education model with the DeepSeek model, offering ten modules including AI tutoring, AI assessment, and AI diagnostics, enhancing the intelligence of educational practices [3] - DeepSeek demonstrates strong reasoning capabilities in complex scenarios such as lesson planning and assignment analysis, significantly improving outcome quality [3] Group 3: Market Position and Competitive Advantages - Jingyeda has established a unique data barrier through extensive accumulation of teaching training data, allowing for better adaptation to the complex demands of the education sector [4] - The company’s product offerings cover the entire talent development process, providing a comprehensive educational solution that differentiates it from competitors [4] Group 4: Revenue Model and Market Acceptance - The revenue model is based on product type and application scenarios, including private deployment for smart classroom construction and subscription-based services for quality diagnostics and industry analysis [4][5] - The AI education products have been piloted in several schools, gaining recognition and gradually converting users into paying customers, with expectations of increased market acceptance as technology matures [5]

证券代码：301022 证券简称：海泰科 债券代码：123200 债券简称：海泰转债 青岛海泰科模塑科技股份有限公司 投资者关系活动记录表 编号：2025-014 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 财通证券研究所 汽车行业首席分析师 邢重阳 时间 2025 年 2 月 17 日 15:00-16:00 地点 线上会议 上市公司接待人 员姓名 财务总监兼董事会秘书 梁庭波先生 投资者关系活动 主要内容介绍 本次交流不涉及应披露的重大信息，详见下文。 附件清单 （如有） 无 日期 2025 年 2 月 17 日 投资者关系活动主要内容介绍： 本次调研活动首先由青岛海泰科模塑科技股份有限公司（以下简称"公司"）董事会秘 书通过线上会议的方式向参与调研人员介绍了公司的基本情况，并进行相关沟通交流。 一、公司基本情况介绍 2、公司主要产品和客户 公司客户主要为国内外知名整车厂和汽车零部件供应商，公司产品主要为汽车内外饰注 塑模具，内饰模具包括汽车仪表板模具、门板模具、副仪表板模具、立柱模具等，外饰模具 ...

Group 1: Production and Sales Performance - In January, the company sold 95 million meat chickens and approximately 2.9 million live pigs, including 2.78 million live pigs and 120,000 piglets [1] - The company adjusted its sales statistics to include piglets starting January 2025, which increased the sales volume and revenue [1] - The company achieved a meat pig breeding comprehensive cost of 6.4-6.5 RMB per kg, maintaining a leading position in the industry [3] Group 2: Industry Situation - As of the end of January, the company had 1.78 million breeding sows, with a piglet production cost of 300-310 RMB per head and a meat pig market rate of 93.7% [3] - The chicken production maintained a high level, with a meat chicken market rate of 95.2% and a total cost of 5.6-5.7 RMB per kg for live chickens [4] Group 3: Financial Health - The company's asset-liability ratio decreased to around 52% in January, indicating ongoing improvement in the balance sheet [5] - The company aims to reduce the debt ratio further to ensure long-term stability in operations [5] Group 4: Future Goals and Investments - The sales target for meat pigs in 2025 is set at 33-35 million heads, excluding piglet sales [6] - The company plans to invest approximately 50 billion RMB in fixed assets in 2025, focusing on pig breeding facilities, chicken farms, slaughterhouses, and equipment upgrades [13] Group 5: Collaboration with Farmers - The company emphasizes a stable partnership with farmers, providing comprehensive support including insurance and training, to enhance cooperation and mutual benefits [12]

证券代码：300281 证券简称：金明精机 广东金明精机股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动类别 | 特定对象调研 | | --- | --- | | 参与单位名称及人员 | 北京世邦私募基金管理有限公司 崔卫国、于千可、王晓春、 | | | 傅良明、沙秀峰、武颖、张诗堃 | | 时间 | 2025 年 2 月 17 日 | | 地点 | 腾讯会议 | | 上市公司接待人员 | 董事会秘书 郑芸 | | | 证券事务代表 胡玲儿 | | | 证券事务专员 黄可姻 | 公司董事会秘书郑芸女士感谢北京世邦私募基金管理有限公司对公司的关注与 支持。调研人员就公司经营状况、业务规划、发展计划等事宜进行了解，具体如下： 一、公司介绍 答：公司成立于 1987 年，于 2011 年上市，是一家集研发、设计、生产于一体 的专业膜生产装备制造商和方案解决商，公司成立三十多年以来，稳抓工艺精度， 不断科技攻坚，追求卓越品质，一直致力于引领薄膜装备行业的发展方向，是行业 内少数具备实力提供全系列薄膜装备及薄膜智慧工厂集成解决方案的领导企业，是 目前国内高端塑料机械薄膜装备行业的领先企业。 ...

电子膨胀阀等高附加值产品的占比的提升，有利于公司优化收入构成， 提升高毛利产品的占比，从而进一步提升公司整体盈利能力，与公司的 发展战略相契合。 3、新能源汽车热管理业务增长 证券代码：002011 证券简称：盾安环境 浙江盾安人工环境股份有限公司投资者关系活动记录表 编号：2025-001 | | □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（券商交流会） | | | 汇添富基金、华安基金、富国基金、兴业基金、华富基金、中金资管、 永赢基金、兴银基金、博道基金、上银基金、汇丰晋信基金、长江证券 | | 参与单位名称 | 资管、华夏久盈资管、国泰君安资管、兴证证券资管、宁波宝隽资管、 | | | 安和资本、华泰证券、杭银理财、前海鸿富投资、兴银理财、恒泰证 | | | 券、永安财险、光大证券、中航信托 | | 时间 | 2025 年 2 月 13 日-2 月 14 日 | | 地点 | 上海 | | 上市公司接待人 | 投资者关系经理 俞晓露 | | 员姓名 | ...

Group 1: Loan Allocation - The bank focuses its loan allocation on advanced manufacturing, private small and micro enterprises, and import-export businesses to meet the financial service needs of clients in its operational area [2]. Group 2: Risk Management - The bank adheres to a risk management philosophy that emphasizes "operating a bank is managing risk," continuously improving a comprehensive risk management system that includes unified credit policies, ongoing industry research, and independent credit approval processes [2]. Group 3: Services for Small and Micro Clients - The bank is committed to exploring new comprehensive operating models for small and micro clients, continuously innovating financial products to meet their needs and provide more professional financial services [2]. Group 4: Investor Relations Activity - The investor relations activity involved thorough communication between the company's reception team and investors, ensuring compliance with disclosure regulations and preventing the leakage of any undisclosed significant information [2].

Group 1: Crop Management Solutions - In 2024, the company promoted its crop management solutions across approximately 700,000 acres [2] - For 2025, the company aims to significantly increase the promotion area of its crop management solutions [2] Group 2: Profit Distribution - As of the end of Q3 2024, the company's cash reserves amounted to ¥1,171,531,131.48, with retained earnings of ¥915,494,908.70, providing a solid basis for cash dividends [3] - The company has implemented mid-term dividends to stabilize investor expectations, in line with regulatory guidelines [3] Group 3: Recruitment Plans - The company plans to recruit 300 graduates from agricultural colleges in 2025 to enhance its technical service personnel [3] - The recruitment strategy is aimed at meeting the high demand for terminal promotion personnel in the company's technical service model [3] Group 4: Acquisition Strategy - The company remains committed to the plant growth regulator sector and seeks to achieve synergistic effects through potential acquisitions that align with its development strategy [3]

Group 1: Company Strategy and Market Position - The company plans to expand its main engine market, with a focus on high-quality projects. The completion of the "annual production of 6.29 million sets of high-end automotive bearing intelligent construction project" is expected to enhance production capacity and product structure [1] - The company has developed lightweight, high-sealing, low-friction bearings with smart chips for applications in automated parking and intelligent driving, although these products currently represent a small sales percentage [2] - The company has established a differentiated manufacturing advantage through a tailored supply chain and a flexible production line capable of small-batch, multi-variety, and quick response, with over 6,000 product models covering mainstream global vehicle types [2] Group 2: Robotics and Future Capacity Planning - The company is focusing on the research and mass production of harmonic reducers, which are applicable in various robotic scenarios. Core equipment for this product line is expected to be in place by the end of 2024, with plans for a second production line investment in H1 2025 to meet future market demand [2]

Group 1: Company Overview and Strategy - The company focuses on the activated carbon industry chain and aims to expand into high-end products such as health medicine, environmental energy, and new materials to enhance core competitiveness [2]. - The company plans to build a circular industrial park to promote green development, strengthen the industry chain, and implement a green, low-carbon, and circular development model [2]. - The company aims to transform from a product supplier to a comprehensive solution provider, evolving into an innovative high-tech enterprise [2]. Group 2: Technological and Production Capabilities - The company has developed and mastered key technologies in activated carbon production processes, equipment, and new product development, ensuring autonomy and control [2]. - The production capacity utilization rates for activated carbon, sodium silicate, and silica gel remain high, with ongoing projects to steadily expand production capacity [3]. - The company is considering new capacity expansion plans in response to market demand for new application products [3]. Group 3: New Energy Carbon Materials - The development of new energy carbon materials is progressing well, with hard carbon and porous carbon already in mass production and gaining interest from well-known downstream manufacturers [2]. - The company plans to closely connect with key downstream customers and keep pace with market dynamics to accelerate the formation of new growth drivers [2]. Group 4: Investor Returns - According to the company's "Shareholder Return Plan for the Next Three Years (2024-2026)," it will distribute at least 50% of the annual distributable profits in cash (including share buybacks) each year [3]. - The share buyback will comply with relevant regulations and guidelines for listed companies [3].

编号：【2025】第 006 号 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □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 | 中金公司张杰敏、张梓丁、严佳 | | | 时间 | 2025 年 2 月 17 日 | | | 地点 | 腾讯会议 | | | 上市公司接 待人员姓名 | 董事会秘书孙秀欣 | | | 活动期间谈论的主要内容如下： | 一、讨论了公司定期报告披露的经营情况 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 二、讨论了公司产品在数据中心的应用 | 公司旗下顿汉布什公司和换热技术公司为数据中心提供冷 | | | | | | | | | 源装备和热交换装置等冷却装备，"变频离心式冷水机组""集成 | 自然冷却功能的风冷螺杆冷水机组"两项产品入选工信部《国家 | | | | | | | | | 绿色数据中心先进适用技术产品目录》。 ...