Group 1: Product Development - The company is focusing on the development of ultra-fine, ultra-thin, and multi-structured photovoltaic soldering ribbons [1] - Optimization of solder ribbon structure design aims to reduce the usage cost of solder ribbons in photovoltaic modules [1] - Enhancements in the shape structure of solder ribbons are intended to improve optical utilization on module surfaces, thereby increasing conversion efficiency [1] Group 2: Customer Service Capabilities - The company possesses a comprehensive technical innovation system and complete product support capabilities [1] - It provides all-around soldering solutions for global customers in the photovoltaic sector [1] - Continuous development of new solder ribbon products tailored to different technological routes aligns with advancements in solar cell technology [1] Group 3: Disclosure Information - The activity did not involve any undisclosed significant information [1]

Group 1: Offshore Engineering Outlook - As of June 2025, the offshore engineering segment has a backlog of approximately $55.5 billion, with production scheduled until 2027/2028 [2][3] - The company focuses on high-quality, high-end equipment orders, primarily in FPSO/FLNG projects, while non-oil and gas orders are tracked through existing partnerships [3] - Industry forecasts suggest that delayed offshore oil and gas projects will be released in 2026, with significant investments in deep-sea projects expected to peak for at least three consecutive years [3] Group 2: Container Manufacturing Prospects - Long-term confidence in container manufacturing is based on the correlation with global trade volumes, driven by population growth and increased wealth [4] - The annual demand for containers is projected to rise from the recent baseline of approximately 4 million units to higher levels [4] Group 3: Commercial Aerospace Developments - The subsidiary CIMC Enric has established itself as a key supplier in the aerospace storage equipment sector, with expected revenue and backlog exceeding 100 million RMB in 2025, half of which comes from overseas [5] - The company has launched China's first RAP active temperature-controlled air cargo container, filling a market gap and initiating commercial operations with major domestic airlines [5] Group 4: Data Center Business Advantages - CIMC JianKe is innovating in modular construction, providing efficient and sustainable solutions for high-density IT deployments [6][7] - The first ultra-large modular data center in Malaysia, delivered in 2024, features 833 modules and approximately 60MW of IT load, with a construction cycle of less than 10 months [7] - The company has developed a unique cooling solution combining air cooling and chilled water for high-density computing applications, enhancing construction speed and energy efficiency [7]

Group 1: Product Launch and Features - The company’s subsidiary, Beijing Ruihong, launched the AIYA intelligent companion robot on January 6, 2026, in Shanghai [2] - AIYA features a "long-term memory engine" and a "dynamic personality evolution system," allowing it to learn and adapt to user preferences over time [2] - The robot incorporates a multi-dimensional, human-like interaction system, utilizing visual recognition to interpret faces, expressions, and gestures [2] Group 2: Market Trends and Demand - The robot industry is transitioning from "functional tools" to "emotional carriers," driven by increasing solitary populations and aging demographics [2] - Emotional companionship products are shifting from niche markets to real demand due to rising emotional value needs [2] Group 3: Company Strategy and Future Outlook - The primary tasks for the Ruihong team include ensuring product technology stability and adapting to real-life scenarios [2] - Continuous product improvement and iteration will be based on user feedback [2] - The company is optimistic about the market potential for companion robots, viewing it as a key development direction [3] Group 4: Financial Performance and Projections - The company is currently experiencing stable growth across all business sectors, with a positive performance in the first three quarters of 2025 [3] - The annual performance report for 2025 will be disclosed on March 31, 2026, following financial audits [3]

| 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 电话会议 | | 参与单位名称及 | 天风证券：杨松、曹文清；东吴证券：朱国广、杨智灿、苏丰； | | 人员姓名 | 西南证券：杜向阳、伍云逍；华安证券：任婉莹；首创证券：王 | | | 斌；开源证券：刘艺；东财财富证券：何炜；甬兴证券：彭波、 | | | 郏怡越。 | | | 西部利得基金：冯皓琪；华融基金：赵起鹤；中加基金：高爱聪； | | | 博远基金：谭飞；国金基金：范亮；中信产业基金：耿华；中海 | | | 基金：陈玮；国海富兰克林：刘牧；先锋基金：孙卫党；人保养 | | | 老：王晓琦；兴银理财：卢新平；渤海证券（自营）：张山峰； | | | 中信期货：魏巍；陆家嘴国际信托：江坤；财通证券资管：韩锋； | | | 深圳翼虎投资：黄琦；山东鲁创私募基金：王浩鑫；重庆金科投 | | | 资：荣富志；上海玖鹏资产：陆漫漫；深圳量度资本：罗涛；肇 | | | 万资产：韩曦轩；诚通基金： ...

深圳顺络电子股份有限公司投资者关系活动记录表 编号：2026-001 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 活动参与人员 | 卫宁投资 1 人；天风证券 3 人，华泰资产 2 人，共 6 人。 | | 时间 | 年 月 日 2026 1 6 | | 地点 | 公司 | | 形式 | 公司现场会议 | | 上市公司接待人员 | 董事会秘书 任怡 | | 姓名 | 证券事务代表 张易弛 | | | 回答投资者提问： | | | 1、请问公司AI数据中心的业务进展情况？ | | | 回答： | | | 数据中心、服务器是公司战略布局新兴战略市场之一， | | | 公司立足于小型化、高精度、大功率技术优势，为客户供应 | | | 各类型的一体成型功率电感、组装式功率电感、超薄铜磁共 | | | 烧功率电感、钽电容产品等，并为客户定制配套的产品解决 | | | 方案。 | | 交流内容及具体问 | 公司基于对材料、设备、设计、制造工艺的能力，把 ...

证券代码：300100 证券简称：双林股份 双林股份有限公司 投资者关系活动记录表 编号：2026-01 | | √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 □电话会议 | | | √其他：双林十万套丝杠产线、新一代磨床投产发布会 华鑫证券、国联基金、国泰基金、海通怡投资管理有限公司、上海彰天 | | | 投资管理有限公司、中泰国际、光大证券、民生证券、国盛证券、开源 证券、天风证券、长江证券、中金公司、中邮证券、上海韦豪创芯投资 | | | 管理有限公司、工业母机产业投资基金、广汽资本、国器元禾、金景资 | | | 本、宁波通商基金、首钢基金、浙江省创业投资集团有限公司、浙江省 | | 参与单位名称 | 发展资产、浙江省国有资本运营有限公司、工银瑞信基金、兴业证券香 | | | 港、国泰海通资管、上海九祥资产、银河证券、永赢基金、华源证券、 | | | 大成基金、国金基金、惠升基金、浙江国有资本、清研资本、春雷基金、 | | | 海富通基金、华安基金、光大保德信、路博迈、高 ...

Group 1: Company Overview - Qingdao Huicheng Environmental Technology Group Co., Ltd. was established in 2006, focusing on original technology innovation to address industrial solid waste and environmental governance challenges [2]. - The company operates three main business segments: catalyst-related services, high-sulfur petroleum coke hydrogen ash utilization, and mixed waste plastic resource utilization [2]. Group 2: Catalyst Business - The catalyst-related business provides waste catalyst treatment services and produces FCC catalysts and regenerated catalysts, establishing a comprehensive service model [2]. - The company has a stable market share domestically and is actively expanding into overseas markets [2]. Group 3: High-Sulfur Petroleum Coke Utilization - The high-sulfur petroleum coke hydrogen ash utilization project is the primary and stable source of revenue, utilizing proprietary technology to provide ash treatment services and produce steam, crude vanadium, and crude nickel hydroxide [2]. Group 4: Waste Plastic Resource Utilization - The company’s 200,000 tons/year mixed waste plastic resource utilization project is a core future development direction, converting waste plastics into high-value chemical products [2][4]. - The project successfully commenced trial production in July 2025 and passed performance assessments, achieving over 92% yield of oil and gas products relative to effective carbon in waste plastics [3]. Group 5: Future Expansion Plans - The company plans to enhance the load rate of the waste plastic project and is exploring expansion opportunities in various regions, including Jieyang, Yueyang, Heze, and Tianjin [4]. - Future expansion will depend on project approvals and raw material recovery conditions, with interest from foreign enterprises for collaboration [4]. Group 6: Financial and Operational Considerations - The company’s catalyst treatment capacity is 58,500 tons/year, with catalyst production capacity at 40,000 tons/year, focusing on overseas market growth [10]. - Funding for expansion projects will be sourced from self-funding and various financing channels, including market financing and loans [12].

Group 1: Strategic Cooperation - The strategic cooperation between Tangyuan Electric and Xinyi Chang in the field of embodied intelligent robots is based on the actual needs of industries such as rail transit, smart emergency response, intelligent manufacturing, and healthcare [3]. - The collaboration aims to focus on four core areas: rail transit, intelligent manufacturing, smart emergency response, and healthcare, promoting joint R&D and industrialization of embodied intelligent robots [4]. Group 2: Market Demand and Policy Influence - National policies are increasingly guiding the development of smart emergency response, with a focus on risk monitoring and early warning capabilities in high-risk industries [6]. - The company has expanded its smart emergency business to provinces such as Sichuan, Gansu, Xinjiang, and Tibet, validating the effectiveness of its technical solutions and rapid replication of its business model [7]. Group 3: Application Scenarios and Challenges - Current applications of embodied intelligent robots in smart emergency response include automated safety inspections and monitoring in high-risk environments, such as mines and hazardous chemical parks [8]. - Key challenges for large-scale implementation include ensuring reliability in extreme industrial environments and establishing clear cost and return on investment models [8]. Group 4: AI Technology and Future Strategy - The company’s core advantage in AI technology stems from its practical experience in high-speed rail operations, with its "ShenYuan" AI operation and maintenance platform achieving over 95% accuracy in defect identification [10]. - The strategic focus for 2025 includes leading with AI technology, expanding into multiple industry scenarios, and enhancing capabilities in the "Belt and Road" initiative [10].

Company Overview - Chongqing New Aluminum Era Technology Co., Ltd. was established in December 2015 with a registered capital of 143.841247 million yuan [2] - The company plans to list on the Shenzhen Stock Exchange's Growth Enterprise Market in October 2024, with the stock code 301613 [2] Business Focus - The company specializes in the R&D, production, and sales of aluminum alloy components for electric vehicle battery systems, with a complete business system covering material R&D, product design, advanced production processes, and large-scale manufacturing [3] - Key products include battery box housings, which are critical components of electric vehicle power battery systems, along with cell shells and precision structural parts [3] Intellectual Property - As of June 30, 2025, the company holds 155 patents, including 23 invention patents, covering key production processes and product designs for battery box housings and cell shells [3] Financial Performance - The company is committed to strict information disclosure obligations, with relevant information to be disclosed on the official platform [4] Mergers and Acquisitions - The company is progressing with the acquisition of Honglian Electronics, with the suspension of the announcement due to the need for updated financial data in the restructuring application [5] - As of November 2025, sales to the top five customers accounted for 59.99%, 58.73%, and 58.82% of the company's revenue, indicating a high customer concentration [6][7] Competitive Strategy - The company aims to combat industry competition by building technological barriers and expanding its industrial layout [8] - It focuses on the R&D of high-performance aluminum alloy materials and advanced manufacturing technologies, maintaining a leading position in the industry [8] - The company is actively pursuing new lightweight component production projects and aluminum recycling initiatives to diversify market and revenue sources [8]

Group 1: Company Overview and Market Position - The company has shown significant growth in overseas markets, particularly in the waste incineration sector, driven by demand in developing countries and policy support [1] - The company has established a new production base in Vietnam, which is expected to enhance production capacity and support market expansion [1] - The company has a strong competitive edge due to its technology barriers and brand advantages, with three production bases globally [2] Group 2: Financial Performance and Shareholder Returns - The company has distributed approximately 100 million RMB in dividends since its listing, enhancing shareholder satisfaction [2] - From October 2024 to October 2025, the company plans to repurchase shares worth over 40 million RMB, which will be fully canceled to stabilize and enhance investment value [2] Group 3: Production Capacity and Market Strategy - The company plans to build 12 HRSG production lines in Vietnam, targeting the North American market, where demand is currently outstripping supply [3] - Each of the three production bases has an annual planned capacity of approximately 600 million RMB, with actual output dependent on various operational factors [4][5] - The company primarily relies on business negotiations to acquire overseas clients, leveraging its strong technical foundation and product quality [6] Group 4: Cost Management and Logistics - The pricing of HRSG products is structured to remain unaffected by rising raw material costs, as it is based on a defined profit margin [7] - Transportation costs for HRSG products from the Vietnam base are borne by the customers under the FOB (Free On Board) trade model [7]