Financial Performance - In 2024, the company expects a net profit attributable to shareholders of between 5.2 billion and 5.5 billion CNY, doubling year-on-year [1] - The estimated net profit for Q4 2024 is approximately 1.9 billion to 2.2 billion CNY, showing significant year-on-year growth and nearly doubling quarter-on-quarter [1][2] Market Dynamics - The demand for LCD TV products surged due to the "trade-in" policy in mainland China and promotional activities in overseas markets, leading to increased shipment volumes and stabilizing prices [2] - In Q4 2024, the company shipped over 40 million flexible AMOLED panels, showing significant quarter-on-quarter growth and continuous improvement in product structure [2] Industry Trends - Global TV panel shipments and area are expected to grow in 2024, with a peak demand in Q2 driven by overseas sports events and a resurgence in the mainland market in Q4 due to subsidies [3] - By December 2024, some large-size LCD TV product prices began to rise, with mainstream sizes experiencing price increases in January 2025 [3] Production and Depreciation - The overall depreciation for 2024 is expected to increase slightly due to new production lines and the expiration of mature line depreciation [6] - From 2024 to 2025, depreciation is anticipated to remain stable, with a potential decrease starting in 2026 [6] New Business Developments - The company is actively pursuing perovskite solar cell technology, achieving a sample with an industry-leading conversion efficiency in 2024 [7] - The "AI+" strategy has been launched to enhance production, product innovation, and management efficiency [7]

证券代码：001270 证券简称：铖昌科技 浙江铖昌科技股份有限公司 投资者关系活动记录表 编号：20250120 答：研发投入的布局上主要分为两个方面，一方面结 合客户对芯片产品的功能和性能等需求，依托积累的技术 与经验，承担多领域新装备研发需求，不断提升性能、保 持产品的技术先进性及成本优势，为下游应用提供更全面、 完整的产品解决方案。另一方面公司坚持技术引领方向， 重点把握市场发展趋势，在前瞻性技术应用领域进行布局， 进一步提高产品的竞争力。 近些年公司持续加大研发投入，从 2024 年营收的规模 来看，研发费用比重预计相对高一些。公司将持续增加研 发投入，研发费用占比将相对趋于稳定。 7、根据公司 2024 年的业绩预告，公司预计会被*ST 风险警示，请问公司怎么样可以撤销风险警示？ | 行卫星通信 芯片解决方案的迭代研制，从客户需求来 T/R | | --- | | 看，节奏已经在加快。随着卫星的批量发射和组网应用， | | 该领域将成为公司营收新的增长点。 | | 公司前期布局的多个项目中，机载领域配套产品自 | | 年的小批阶段陆续进入批产阶段，目前客户已陆续下 2023 | | 达新的需求订单 ...

Financial Performance - The company expects a net profit of -200 million to -170 million CNY for 2024, marking its first loss since its listing in 2010 [3] - The overall cost input for the FCBGA packaging substrate project is over 760 million CNY, an increase of over 364 million CNY year-on-year [3] - The combined expected losses for subsidiaries Yixing Silicon Valley and Guangzhou Xingke in 2024 are approximately 203 million CNY, an increase of about 77 million CNY [3] - The total impact on net profit after tax from various factors is approximately 180 million CNY [4] Industry Overview - The PCB industry is expected to grow by 5.8% in 2024 and 6.1% in 2025, with a projected market value increase from 73.6 billion USD to 91.1 billion USD from 2023 to 2028, reflecting a compound annual growth rate of 5.6% [5] - The best-performing sectors are AI and renewable energy, particularly in the server/data center market, which is expected to remain strong in 2025 [5] Project Updates - The FCBGA packaging substrate project has exceeded an investment of 3.5 billion CNY and is currently in small-batch production, focusing on market expansion and ramping up production [6] - The CSP packaging substrate business is expected to maintain steady growth in 2024, driven by increased market share from major storage clients [7] - The semiconductor test board business has seen continuous improvement in capacity utilization and product quality, contributing to revenue growth [8] Strategic Focus - The company is committed to digital transformation and high-end packaging substrate strategies, aiming to enhance competitiveness through quality and efficiency improvements [14] - Future investments will focus on expanding production capacity for CSP packaging substrates and advancing customer certification for FCBGA packaging substrates [14] AI Sector Engagement - The company is actively investing in AI-related PCB and semiconductor businesses, with a focus on enhancing production capacity for AI server applications [12]

证券代码：835640 证券简称：富士达 公告编号：2025-005 □路演活动 中航富士达科技股份有限公司 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 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □其他 二、 投资者关系活动情况 活动时间：2025 年 1 月 20 日 活动地点：线上交流会 参会单位及人员：华源证券、华夏基金、富国基金、博时基金、广发基金、 中信建投基金、平安大华基金、海富通基金、中庚基金、天治基金、上海人寿、 百年保险资管、渤海证券、第一创业证券、国投证券、红塔证券、山西证券、中 泰证券、华鑫证券、长江证券、联储证券、开源证券、浙商证券、光大证券、财 信证券、东北证券、深圳市国晖投资有限公司、中天汇富基金管理有限公司、杭 州正鑫私募基金管理有限公司、复通私募投资基金、中烨正企(北京)国际投资有 限公司、上海冰河资产管理有限公司、北京指南创业投资管理有限公司、鹏山资 产、上海瀚伦私募基金管理有限 ...

Group 1: Investor Relations Activity Overview - The investor relations activity was conducted on January 17, 2025, via the Jinmen Finance APP [3] - Attendees included various prominent funds and asset management companies, such as BlackRock, HSBC Global Asset Management, and others [3][4] - Company representatives included Vice General Manager Li Zhigang and Board Secretary Wu Minqiang [3] Group 2: Key Questions and Responses - **Question 1: Progress on Overseas Market Expansion?** The company is focusing on internationalization and accelerating overseas layout, particularly benefiting from the rapid growth of the overseas lithium battery equipment market [4][5] - **Question 2: Progress on Dry Process Equipment?** In July 2023, the company established a joint venture to develop new dry process electrode technology, which has already secured orders from leading domestic clients [6] - **Question 3: Status of Solid-State Battery Equipment?** A strategic cooperation agreement was signed in October 2024 to jointly develop solid-state battery production equipment, marking the start of comprehensive implementation [7][8] - **Question 4: Plans for Mergers and Acquisitions?** The company is open to acquisitions to enhance its industrial layout while being cautious about associated risks [9] - **Question 5: Performance Outlook for 2024?** The company aims to maintain stable growth and profitability by deepening cooperation with key clients and exploring new opportunities [10]

证券代码：300945 证券简称：曼卡龙 曼卡龙珠宝股份有限公司投资者关系活动记录表 1 | | 局天猫渠道。此外，抖音、京东等其他渠道也看到增量的机会。24 年 | | --- | --- | | | 公司线下渠道处于持续布局过程中，我们除了扎根长三角核心圈，更 | | | 多是走到新的区域，跨省扩张战略取得了一些成效，基本达到了我们 | | | 的预期。 | | | 2、线下方面，公司拓店一直比较稳健，对单店的质量比较注重，下 | | | 一步公司在拓店上主要针对哪些区域？大致的拓店数量有没有指引？ | | | 答：公司开店的策略依旧是在核心城市的核心商圈开设直营门店，在 | | | 其他地区开放加盟，向全国扩张。公司计划在今年继续拓展全国市 | | | 场，打破区域性品牌的限制。过去没有覆盖到的地区、区域、空白市 | | | 场会是重点拓展的市场。 | | | 3、能否介绍一下关于凤华系列子品牌店？ | | | 答：凤华子品牌的诞生过程是从一个品到一个系列再到一个子品牌 | | | 的。从凤华戒指开始，有了爆品，成就了凤华系列，如今成为一个子 | | | 品牌，凤华子品牌是以宫廷文化为核心的品牌。 | ...

Company Overview - Jiangsu Bojun Industrial Technology Co., Ltd. was established in 2011, focusing on the R&D, design, production, and sales of automotive precision components and molds [2][3] - The company offers a one-stop solution for automotive parts, covering various systems such as steering, power, doors, sunroofs, electronics, interiors, and seating [2][3] - Bojun has established strategic partnerships with renowned manufacturers like Geely, Changan, BYD, and Magna [3] Financial Performance - The company anticipates significant growth in 2024 due to a stable increase in the passenger car market and the rapid growth of the new energy vehicle sector [4] - In 2023, other business income accounted for 8.06% of total revenue, with expectations for this percentage to change in 2024 [4] Production Capacity - The company has installed two 9000T die-casting units at its subsidiary in Changzhou, with a third unit planned for installation in Q1 2025 [4][5] Market Engagement - Bojun has secured project allocations for various platforms from Leap Motor, including A, B, C, and D platforms [5]

| 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 及人员姓名 | 东北证券 周颖、魏珊珊、陈唯嘉 | | 时 间 | 2025 年 1 月 20 日 13:00-15:00 | | 地 点 | 公司办公室 | | 上市公司 接待人员姓名 | 董事会秘书助理兼证券事务代表 张欣 | | | 投关专员 胡啸 公司董事会秘书助理兼证券事务代表张欣女士简要介 | | | 绍了公司情况，并针对投资者关心的问题进行了沟通和交流。 | | | 主要内容如下： | | 投资者关系活动 | 1、公司 年的生产经营情况以及目前的订单如何？ 2024 | | 主要内容介绍 | 根据中汽协数据，2024 年我国重卡市场销售各类车型 | | | 90.17 万辆，同比降幅 1.03%。公司 2024 年的产销情况与去 | | | 年同期相比均保持增长态势，总体好于行业水平。同时，公 | | | 司产品出口依然保持良好态势，市场份额 ...

证券代码：831832 证券简称：科达自控 公告编号：2025-010 山西科达自控股份有限公司 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 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 √分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 1 月 20 日 □新闻发布会 问题 1：请问公司三大业务板块如何划分，未来有何规划？ 回答：感谢您的关注！公司的业务分为智慧矿山、物联网+、智慧市政三大 板块。其中，智慧矿山业务主要从事矿山安全生产环节的无人值守，覆盖煤矿生 产"采、掘、运、提、排、通、洗选"等各个关键环节，应用系统性的自动化、 智能化、信息化等技术，为矿山实现智能化提供整体解决方案，是公司的主营业 务。为了缓解这一业务板块应收账款较大带来的影响，公司在物联网+板块拓展 了新能源充换电业务，该业务为民生类项目，现金流较好，同时可与智慧矿山业 务形成良性循环。目前该业务推广效果良好，可形成业绩增长第二曲线。此外 ...

Financial Performance - The company forecasts a net loss for 2024 between CNY 550 million and CNY 280 million, with a net loss excluding non-recurring items between CNY 607.93 million and CNY 337.93 million [3] - Basic earnings per share are projected to be a loss of CNY 0.5153 to CNY 0.2623 [3] Reasons for Loss - Intense competition in the consumer electronics industry has led to low product gross margins [3] - High management, financial, and sales expenses have negatively impacted profits [3] - Significant R&D investments in automotive electronics have contributed to the losses [3] - Comprehensive asset impairment tests have been conducted, leading to provisions for potential losses [3] Business Outlook - The company expects improved profitability as the consumer electronics sector recovers and the scale of the smart driving industry grows [3] - The automotive optical business has a full order book, indicating a positive future outlook [3] - The Hefei automotive industrial park is projected to reach full production capacity by 2026 [3] Strategic Focus - The company plans to optimize its asset structure and enhance integrated supply chain management to control costs and improve profitability [3] - There is a shift in focus towards automotive business, with a reduction in the scale of touch display and mobile optical businesses [4] - The company aims to improve its financial structure by broadening financing channels and controlling debt levels [5] Future Plans - The company intends to leverage its optical expertise to drive market growth and enhance operational performance [5] - Continuous R&D investment and internal management improvements are prioritized to boost product quality and competitiveness in the global optical and optoelectronic industry [5]