Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 5.973 billion, representing a year-on-year growth of 22.40% [4] - The net profit attributable to shareholders was CNY -0.077 billion, with a year-on-year increase of 60.99% [4] Group 2: Challenges and Responses - The decline in feed business revenue was primarily due to a decrease in raw material prices and changes in the structure of downstream breeding groups, with a 11.33% year-on-year drop in feed sales volume [2] - The company plans to accelerate customer transformation and adjust its product structure towards high-margin, cost-effective feed products [2] Group 3: Market Strategy and Competitiveness - The company has a strong competitive advantage through a comprehensive industry chain strategy, advanced products and breeding technology, and digital transformation capabilities [3] - The company aims to maintain and enhance its market share amidst increasing competition by leveraging its 37 years of experience in the pig farming industry [3] Group 4: Cost Management and Risk Mitigation - The company implements a low-cost competitive system and comprehensive disease prevention management to address the cyclical fluctuations in pig prices [5] - In 2024, the company plans to reduce the cost of fattening pigs by CNY 1.59 per kilogram and the cost of weaned piglets by CNY 46.34 per head compared to the previous year [8] Group 5: Expansion Plans - The company focuses on national expansion, particularly in regions such as Hunan, Guangdong, Guangxi, and Shandong for its feed and pig production businesses [6][9] - The meat processing business is being developed through a combination of online and offline strategies for nationwide coverage [6] Group 6: Research and Development - The company continues to invest in product research and development, aiming for a 100% coverage of the new breeding sow system by 2025 [7] - Emphasis is placed on enhancing the quality of pork products and promoting regional specialties to increase the added value of the pig industry chain [7]

证券代码：002374 证券简称：中锐股份 山东中锐产业发展股份有限公司 投资者关系活动记录表 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 线上参与公司2024年度网上业绩说明会的投资者 时间 2025年5月13日 15:00-17:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待人员 姓名 1、董事兼总裁周科轩 2、财务总监周俊 3、董事会秘书朱拓 4、独立董事钱志昂 5、独立董事朱永新 6、独立董事刘胜军 投资者关系活动 主要内容介绍 1.贵司未来将如何进一步提升包装科技业务的市场竞争力， 拓展市场份额？ 答:公司将持续稳定提升包装科技主业的规模和盈利能力， 同时不断探索进入酒类以外的饮料、保健品、食用油、乳品等新 领域市场，并持续发力拓展国际市场，进一步提高公司在亚洲、 美洲、欧洲、澳洲等地区的销售规模。感谢您的关注！ 2.公司2024年和2025年一季度营业收入均出现下滑，在当 前市场环境下，有哪些具体措施可以扭转这一趋势， ...

中光学集团股份有限公司 投资者关系活动记录表 编号：2025-003 证券代码： 002189 证券简称：中光学 | | 分析师会议 □ 特定对象调研 □ | | | | | --- | --- | --- | --- | --- | | 投资者关系活 | □ 媒体采访 √ 业绩说明会 | | | | | 动类别 | □ 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 及人员姓名 | 线上参与公司2024年度暨2025年第一季度网上业绩说明会投资者 | | | | | 时间 | 年 月 日 2025 5 13 (周二) 下午 15:00~17:00 | | | | | 地点 | | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | | | | 采用网络远程的方式召开业绩说明会 | | | 1.董事长 陈海波 | | | | | 上市公司接待 | 2.总经理 魏全球 | | | | | 人员姓名 | 3.总会计师、财务负责人、董事会秘书 杨凯 | | | ...

Group 1: Investor Relations Activity Overview - The investor relations activity took place on May 13, 2025, at the company's technology park in Shenzhen, Guangdong Province, with a total of 46 investors attending [3][4]. - Key attendees included representatives from various investment firms such as Bosera Fund, Shenwan Hongyuan, and CITIC Securities [3]. Group 2: New Product Launch - The company launched the "Beian FLEX" semi-solid and "GUARD" all-solid-state battery materials, providing solutions for next-generation battery technology with a focus on "high energy + high safety" [5]. - The high-nickel positive electrode material in the Beian FLEX series reduces resistance by 6% compared to equivalent nickel content ternary materials, while the silicon-based negative electrode can achieve a capacity of 2,300 mAh/g [5]. Group 3: Production and Market Insights - The company has the production technology for solid-state battery materials, with 2024 expected to be a representative year for semi-solid battery product shipments, while 2027 is anticipated for large-scale production of all-solid-state batteries [6]. - The company is strategically positioned in the solid-state battery materials market, leveraging its extensive R&D background and engineering capabilities [7][8]. Group 4: Cost and Production Challenges - The third-generation silicon-based materials are currently in mass production, with costs comparable to industry standards [9]. - The company faces challenges in scaling up the production of sulfide materials, which still have high production costs despite recent reductions [12]. Group 5: Future Growth and Strategic Planning - The company aims to transition from a material supplier to a provider of comprehensive battery material solutions, focusing on new technologies and products to enhance value for customers [15]. - The strategic focus on high-nickel materials and overseas market expansion is expected to drive growth, with a significant emphasis on developing a closed-loop recycling system for materials [16]. Group 6: Market Dynamics and Competitive Landscape - The company acknowledges the downward pressure on prices due to market oversupply and the need for technological breakthroughs to reduce costs [18]. - The competitive landscape in the negative electrode market is evolving, with the company emphasizing the importance of balancing cost and performance in new product developments [19].

Group 1: AI and Product Development - The company is enhancing its AI server and storage products, focusing on high-performance and low-energy consumption to meet market demands [1] - The "AI for ALL" strategy is being accelerated in 2024, aiming to empower various industries with AI applications [2] - The company has launched the LinSeer Cube, a deep integration of computing, algorithms, and governance, which has been successfully applied in multiple industries [9][10] Group 2: Financial Performance and Growth - In Q1 2025, the company achieved a revenue of 20.79 billion yuan, a year-on-year increase of 22.25% [4] - The revenue from the subsidiary, New H3C, reached 55.074 billion yuan in 2024, growing by 6.04% [3] - The overseas business revenue for New H3C in 2024 was 2.916 billion yuan, a year-on-year increase of 32.44% [12] Group 3: Research and Development - The company's R&D investment in 2024 was 5.102 billion yuan, a decrease of 9.6% compared to the previous year [5] - R&D personnel account for 40% of the total workforce, with over 16,000 patent applications, 90% of which are invention patents [6] - The company has established R&D centers in multiple cities, focusing on core technologies in networking, servers, storage, and cloud computing [5][6] Group 4: Market Strategy and Expansion - The company is actively expanding its overseas market presence, with a focus on key industries such as healthcare and education [12] - The "Turing Town" model is being replicated in various locations to enhance digital transformation for government and enterprise users [10] - The company plans to issue H shares to strengthen its global strategy and increase capital strength [3] Group 5: Technology and Innovation - The company has introduced a high-end firewall, M9000-X, which incorporates a security model for enhanced threat detection and analysis [6] - Liquid cooling technology is being integrated into data centers to improve energy efficiency and support green computing initiatives [11][12] - The company has received national awards for technological advancements, enhancing its brand image and market competitiveness [16]

编号：2025-004 证券简称：钧达股份 证券代码：002865 海南钧达新能源科技股份有限公司 投资者关系活动记录表 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 参与单位名称及人员姓名 投资者网上提问 时间 2025 年 5 月 13 日 (周二) 下午 14:00~17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人员姓名 1、董事会秘书郑彤 2、财务总监黄发连 3、证券事务代表陈伟 投资者关系活动主要内容介 绍 投资者提出的问题及公司回复情况 问题 1：请问 2025 年能实现盈利么？股份预计最高会达多 少？ 答：尊敬的投资者，您好！2025 年，经过过去一年多时间 的市场化出清，光伏行业去产能周期进入后程。伴随产业链各环 节供需关系持续改善，光伏行业正回归良性发展轨道。公司将依 托光伏电池核心技术优势，不断巩固行业领先地位；持续深化全 球战略布局，提升全球客户服务能力，推动企业高质量发展。 问题 2：请问公 ...

证券代码：300771 证券简称：智莱科技 深圳市智莱科技股份有限公司 投资者关系活动记录表 答：公司控股子公司在负责医疗板块的业务，已在医疗行业中 进行了 3 年的业务拓展，部分知名的医院已开始使用公司的产 品。此外，公司正在积极开拓海外医疗行业的业务。总体来看， 医疗行业的保管与交付市场处于起步发展阶段。 | | 6、公司战略并购方向和要求？ | | | | | --- | --- | --- | --- | --- | | | 答：公司一直在持续关注，但目前没有可提供的信息。 | | | | | | 7、公司未来 3-5 年主要的增长动力？ | | | | | | 答：智能保管与交付行业目前仍处于稳定增长的趋势中，我们 | | | | | | 对未来的市场抱有信心。同时，智能保管与交付行业的细分领 | | | | | | 域很大，应用场景很多。我们目前也在积极探索保管与交付的 | | | | | | 细分领域，如医疗行为系统、充换电柜、售卖机等。 | | | | | 附件清单（如有） | 无 | | | | | 日期 | 2025 5 月 | 年 | 13 | 日 | 4、湖北工厂和越南工厂的产能利用率 ...

Group 1: Market Trends and Product Performance - In Q1 2025, household consumption remained stable, with high-end products like Hu Jihua peanut oil and Ouwangxiang cold-pressed rapeseed oil showing rapid growth, while price-competitive products like soybean oil faced industry competition [2][3] - Domestic soybean supply is expected to improve as South American soybeans arrive in May, alleviating tight supply conditions [3] - The company is developing health-oriented products under the "Fengyitang" brand, leveraging traditional Chinese concepts and advanced processing technology [3][4] Group 2: Financial Performance and Taxation - The company's Q1 2025 tax rate is high due to increased total profits and varying tax rates among subsidiaries, with some high-tax subsidiaries profitable and others at a loss [4] - The outlook for the flour business in 2024 is cautious, with expected improvement due to stable and slightly rising wheat prices after a poor performance in 2023 [4] Group 3: Pricing and Supply Outlook - Palm oil prices are expected to stabilize or decrease due to recovering production and increased inventory, despite previous supply tightness [4] - The company anticipates that the gross margin for health products will be higher than that of regular grain and oil products, contributing to future sales growth and profit [3][4] Group 4: Marketing and Distribution Strategies - The marketing strategy for "Fengyitang" health products focuses on specific demographics and channels, including hospitals and rehabilitation centers, to enhance consumer experience and awareness [3] - Employee feedback from product trials in company cafeterias has been positive, indicating strong confidence in the health product line [3]

证券代码：836414 证券简称：欧普泰 公告编号：2025-032 上海欧普泰科技创业股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 □特定对象调研 √业绩说明会 活动时间：2025 年 5 月 12 日 活动地点：公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用 网络远程的方式召开业绩说明会 参会单位及人员：通过网络方式参与公司 2024 年年度报告说明会的投资者 上市公司接待人员：公司董事长、总经理：王振先生 公司董事、副总经理、董事会秘书：顾晓红女士 公司财务负责人：戴剑兰女士 公司保荐代表人：王润达先生 三、 投资者关系活动主要内容 问题一：请问公司在海外市场的布局进展如何？未来是否有进一步拓展的 计划? 回答：随着光伏制造出海产能的加速，公司也在积极拓展和布局海外的项目， 在 2024 年度，欧普泰携" ...