海得工业交换机采用工业级设计，符合工业现场的苛刻环境要求，如环境温 度、电池干扰、现场振动以及通讯协议和实时通信要求，该产品具备强大的兼容 性和稳定性，可确保在机器人设备满足各类工业生产关键实时系统的严苛要求， 助力企业实现智能制造转型；海得第二代PLC（EControl Studio）用Linux + RT 实时操作系统，兼具Linux开源性与实时性优势，可显著提升控制精度与响应速 度，在电子半导体、水处理泵站、交通隧道、管廊、制药等相关行业具有广阔的 发展前景；工业AI控制器的AI功能开发将深度整合神经网络运行时与机器学习 框架，重点突破传统工业控制器在复杂工况下的策略控制和预测性维护的技术课 题。 证券简称：海得控制 证券代码：002184 2025 年 9 月 24 日投资者关系活动记录表 编号：2025-007 | | ■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 | | | | 参与单位名称 及人员姓名 | 平 ...

Group 1: Company Overview and Financial Performance - The company achieved a revenue of 443,249.77 million yuan in the first half of 2025, representing a year-on-year growth of 25.17% [15] - The net profit attributable to shareholders was 31,115.43 million yuan, with a year-on-year increase of 8.47% [15] Group 2: Solid-State Lithium Battery Materials - The company has developed solid-state lithium battery cathode materials with high energy density and safety, achieving batch shipments of 10 tons [3] - The solid electrolyte has been successfully developed with high ionic conductivity and stability, with production capacity established for both oxide and sulfide electrolytes [5][6] Group 3: Lithium Manganese-Based Materials - Lithium manganese-based materials are positioned as a key development direction, with industry-leading performance in density, capacity, and cycle life [4] - The company has established a comprehensive layout for lithium manganese-based materials, covering both liquid and solid-state battery applications [4] Group 4: Three-Dimensional Materials Business - The company has established deep cooperation with international giants like LGES and SK on, securing orders exceeding 100 billion yuan for the next three years [9] - The products are integrated into high-end electric vehicle supply chains, including partnerships with major brands like Volkswagen and BMW [9] Group 5: Lithium Cobalt Oxide and Lithium Iron Phosphate - High-rate lithium cobalt oxide products dominate markets in electronic cigarettes and drones, while high-capacity variants have shown significant performance improvements [10] - Lithium iron phosphate products have seen a substantial increase in sales, with monthly shipments nearing 10,000 tons [12] Group 6: International Market Development - The company has expanded its international customer base, with a growing proportion of international clients contributing to revenue growth [14] - The Finnish base construction is underway to enhance local supply capabilities for international clients [15]

Group 1: Company Overview and Technology - The company has successfully completed the full process technology breakthrough for its anti-VOC pollution light-absorbing coating technology, which is now adopted by companies like Xiaomi, Geely, Chery, and Volkswagen [3] - The nano-coating series materials are designed to address key pain points in the automotive industry, including appearance quality, safety, environmental compliance, durability, and health needs [4] Group 2: Applications of Nano-Coating Materials - The nano-coating materials are widely applicable in various automotive scenarios, such as: - **Assisted Driving Components**: The technology enhances the environmental perception accuracy of assisted driving cameras and ensures clear visibility in cold conditions [4] - **Vehicle Exterior and Decoration**: The materials replicate the metallic feel of traditional chrome plating without environmental pollution, maintaining long-lasting aesthetics [4] - **Interior Environment and Functional Components**: The antibacterial properties of the materials help create a healthier car interior by inhibiting microbial growth [4] Group 3: Future Applications Beyond Automotive - The company is exploring applications of its nano-coating materials in other industries, including: - **Robotics**: The materials can prevent ice formation in cold environments, enhancing the stability and safety of robots [5] - **3C Products**: The materials provide a metallic appearance for consumer electronics without relying on chrome plating, meeting both aesthetic and compliance needs [5] Group 4: Collaboration with Huawei Cloud - The partnership with Huawei Cloud aims to leverage advanced data processing and cloud computing capabilities to enhance digital transformation and smart manufacturing processes [6] - This collaboration will not significantly impact the company's operating performance for the current year, and investors are advised to be aware of investment risks [7]

Company Overview - Beijing Shuangjie Electric Co., Ltd. was established in 2002 and listed on the Shenzhen Stock Exchange in 2015 under stock code 300444.SZ [2] - The company has over 2,000 employees and six production bases located in Beijing, Hefei, Inner Mongolia, Xinjiang, Wuxi, and Hubei [2] - In the first half of 2025, the company achieved operating revenue of ¥2,375,894,832.52, a year-on-year increase of 41.95%, and a net profit attributable to shareholders of ¥103,516,272.94, up 20.11% year-on-year [2] Business Segments - The company focuses on two main business segments: power distribution and renewable energy, which are mutually reinforcing [2] - The product matrix includes solutions for power distribution and intelligent equipment in the renewable energy sector, covering four key areas: source, network, load, and storage [2] Charging Business - The company has adopted a multi-modal approach in the heavy-duty truck charging sector, including self-operated charging stations and collaborative models with partners [3] - Current projects are being implemented in regions such as Shandong, Shaanxi, Shanxi, Inner Mongolia, Hubei, and Hebei, prioritizing locations near large cement and steel factories [3] International Projects - A 100MW solar project in Kyrgyzstan is planned, covering approximately 200 hectares, with an additional 20MW of energy storage [4] - This investment aligns with the company's strategic goals for international expansion and enhancing its renewable energy business [4] Renewable Energy Development - The company’s wind and solar projects encompass investment, construction, and operation, supported by self-developed intelligent equipment [5] - Focus areas include Xinjiang, Inner Mongolia, and Hubei, where the company collaborates with local industries for project development [5] Future Plans and Financing - The company is actively exploring development opportunities while focusing on its core business [6] - It has a diversified financing strategy to meet future funding needs, with sufficient project reserves to support investment requirements [9]

证券代码：300606 证券简称：金太阳 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 国泰海通证券、华福证券、前海开源、诺安基金、西藏信托、 盈科证券、财达资管、峰辰资产、熵一资本、上海复利、朝桦 创业投资 时间 2025年09月24日 10:00-11:00 地点 线上/线下会议 上市公司接待人 员姓名 副总经理、董事会秘书 杜燕艳 证券专员 谢慧仪 投资者关系活动 主要内容介绍 1. 领航电子目前进展情况如何，抛光液产品有什么优势？ 答：您好！领航电子在产品研发与市场拓展方面取得了显 著进展，其核心战略始终坚持以客户当前需求痛点为导向，聚 焦于解决芯片制造中关键材料领域的"卡脖子"问题，特别是 核心产品钨抛光液，填补了该领域国内产业链的空白。目前， 领航电子已建立年产万吨级的产能体系，产品覆盖芯片制造、 半导体晶圆及消费电子领域的抛光液及配方化学品。其中IC、 硅晶圆、碳化硅等半导体级抛光液已完成性能验证并具备量产 能力，多款芯片级抛光液收获了国内FAB厂订单，核 ...

Group 1: SaaS Business Model - The SaaS business charges subscription fees based on monthly usage and the number of hotel rooms [2] - Cloud PMS pricing varies depending on the type of hotel (Full Service vs. Limited Service) and the number of functional modules used [2] Group 2: Contractual Agreements - After signing the MSA with hotel management groups, individual hotels still need to negotiate service agreements [2] - The MSA includes a service agreement template that hotel owners must sign according to the management group's standards [2] Group 3: Revenue Growth Drivers - Revenue growth in the SaaS business relies on the accumulation of single hotel clients adopting various cloud systems [3] Group 4: Product Implementation - The implementation of cloud products in signed hotel groups follows a slow start, requiring system integration and certification before rapid deployment [4] - Once a certain number of demonstration hotels are successfully launched, the rollout speed for other hotels in the region increases [4] Group 5: Market Opportunities - The Asia-Pacific region shows faster adoption of cloud products due to higher familiarity, followed by Europe and then the U.S. [5] - The company has already signed landmark clients in the U.S., including Peninsula and Langham hotels, and aims to leverage these clients for market penetration [5] Group 6: Competitive Differentiation - DAYLIGHT PMS is designed as a platform for group clients, utilizing a microservices architecture that allows for external integration [6] - The system centralizes customer data, simplifying data management for hotel groups and ensuring compliance with local data security regulations [6] Group 7: Cloud Service Providers - The company primarily recommends using Amazon Cloud, with partnerships also established with Alibaba Cloud and Tencent Cloud [7] Group 8: Strategic Partnerships - The collaboration with Alibaba is strategic, covering various sectors including hotel, restaurant, and retail information systems [8] - Alibaba's decision-making team provides significant support and understanding of the company's platform and globalization transformation [8] Group 9: AI Integration - AI is being utilized in two main areas: marketing tools that generate revenue based on GMV and predictive analytics within PMS and POS products [9] - The company is actively using AI in product development to enhance efficiency, particularly in its European R&D center [9]

证券代码：002463 证券简称：沪电股份 沪士电子股份有限公司 投资者活动记录表 编号：2025-0924-027 | 投资者关系 | 特定对象调研 □分析师会议 □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 □电话会议 □其他： | | 参与单位名称 | 国泰海通证券、方瀛研究与投资、立格资本、法国巴黎资产管理、三井住友、 富达国际、安本资产管理、Sunrise Asset亘曦资产、TrivestAdvisors、国泰基金、 | | | 交银基金、国海证券、常春藤基金 | | | （参会者已签署书面调研承诺函，在交流活动中，我公司严格遵守相关规 | | | 定，保证信息披露真实、准确、及时、公平，没有发生未公开重大信息泄露 | | | 等情况。下文会议纪要中的内容不代表公司对未来的盈利预测和业绩指引， | | | 请投资者注意投资风险并谨慎投资。） | | 时间 | 年 月 日 10:20-11:30；12:00-13:00 2025 9 24 | | 地点 | 公司会议室 | | 形式 | 实地调研 | | 公司接待 | 钱元君、王术 ...

Group 1: Company Overview and Financial Performance - The company achieved a revenue of ¥354,731,314.86 in the first half of 2025, representing a year-on-year growth of 16.79% [2] - The net profit for the same period was ¥68,242,031.52, with a year-on-year increase of 24.20% [2] - The company is transitioning to become a comprehensive current application solution provider, leveraging its leading position in precision resistors [2][3] Group 2: Product Development and Market Strategy - The company is focusing on developing a full range of current sensor products, including technologies like magnetic flux gate, Hall effect, and tunnel magnetoresistance (TMR) [3] - Current sensors are identified as a new growth point, with significant market potential driven by demand in electric vehicles and industrial automation [4] - The company plans to enhance its product offerings in high-precision current measurement solutions to meet the needs of automotive and industrial sectors [3][4] Group 3: Market Outlook and Competitive Landscape - The global sensor market is expected to grow at a compound annual growth rate (CAGR) of approximately 9%, with China being one of the largest markets [4] - Automotive and industrial control are the largest and fastest-growing application areas for sensors, particularly for precision sensors [4] - The company has established a sustainable competitive advantage in overseas markets, with a revenue ratio of approximately 70% domestic and 30% international [5] Group 4: Strategic Acquisitions and Future Growth - The acquisition of Flat Electronics Co., Ltd. will enhance the company's capabilities in high-precision thin-film resistors and expand its product matrix [6][7] - The company aims to deepen its presence in high-end markets through localized services and tailored solutions [8] - Future growth will be driven by multiple high-potential sectors, including electric tools, electric vehicles, and energy storage [9][10]

Group 1: Company Performance and Strategy - The company's core technology is self-developed materials, enhancing the performance of automotive springs through years of technical accumulation and heat treatment processes, resulting in a unique competitive advantage [2] - The company will continue to focus on its main business, upgrading existing products in terms of materials, technology, and processes to achieve further lightweighting and intelligence [2] - The company plans to expand into overseas markets and optimize product structure, particularly in valve and special-shaped spring businesses [2] Group 2: Robotics Business Development - The humanoid robot business is currently led by the sales director, with no plans to establish a dedicated team at this time; however, future integration of valve and special-shaped spring products into a separate division is being considered [3] - The company is continuously sending samples and has received small batch orders in the humanoid robot sector, but the current volume does not significantly impact overall performance [2] Group 3: Growth Projections and Market Conditions - The company has maintained a high growth rate due to the rapid rise of self-branded vehicles, but growth is expected to slow down in the coming years, influenced by production capacity release and market conditions [3] - The company anticipates a slowdown in growth rates due to a higher performance base in 2024 and significant capacity release in the latter half of 2024 [3] - The automotive parts industry faces annual downward pressure, which is a common market behavior; the company aims to control costs and expand material production capacity to optimize manufacturing costs [3]

Group 1: Acquisition and Ownership - The company has acquired 43.18% of Kaike Weishi's shares and holds 14.30% of voting rights. Future acquisition of remaining shares will depend on performance commitments being met [1] - Kaike Weishi collaborates with over 300 banks, with more than 90% of its business coming from bank partnerships [2] - The company plans to pursue horizontal and vertical mergers and acquisitions based on Kaike Weishi, responding to national digital finance initiatives [2] Group 2: Business Operations and Strategy - Kaike Weishi's AI products primarily serve the banking sector, including applications like wealth management assistants and intelligent marketing tools [2] - The payment and clearing services provided by Kaike Weishi do not require a license and currently focus on domestic clients, with potential future international expansion [2] - The company is consolidating its gold and jewelry retail operations under Beijing Yuewang for better management and efficiency [2] Group 3: Financial Performance and Shareholder Structure - The top two shareholders, Haixin Asset and Haike Jin Group, are the controlling shareholders, with financial investors from restructuring holding less than 10% of shares [6] - The company engages in gold hedging activities as approved by the board, adapting strategies in response to rising gold prices [5] Group 4: Brand and Management - The gold and jewelry retail business operates primarily through wholly-owned brand stores, focusing on mid-to-high-end markets with a pricing strategy based on processing fees [4] - The management structure of Kaike Weishi includes a five-member board, with three directors nominated by the company, ensuring unified management and independent operations [8]