证券代码：002489 证券简称：浙江永强 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 申万宏源 张文静 财通基金 吴谦 彤源投资 薛佳易 原点投资 程夏颖 时间 2025 年 1 月 20 日 地点 公司 上市公司接待 人员姓名 董事会秘书王洪阳 投资者关系活 动主要内容介 绍 主要内容如下： 一、 签署承诺书 二、 公司业务介绍？ 公司是一家集户外休闲家具及用品设计研发、生产和销售业务 于一体的高新技术企业。产品包括户外休闲家具、遮阳伞、帐篷三 大系列，主要用于家庭庭院和露台、户外休闲场所（餐馆、酒吧、 海滩、公园）及酒店等休闲场所。 公司所处行业具有较明显的季节性，每年的业务年度为 7 月份 至第二年 6 月份。大部分订单的流程大概如下：每年十一月份开始 至第二年三四月份是产品选样时间，四五月份到七八月份是下订单 时间，九月份开始生产忙季，十一月份开始大规模出货，二、三月 | | 份至九月份是面向终端市场的销售季节。 | | | | --- | --- | --- | --- | | | 每年 ...

Group 1: Company Performance and Outlook - The company has a diverse customer base, primarily consisting of listed companies, which supports a positive outlook for 2025 revenue growth [2] - The net profit margin has remained stable at around 15%-16% since 2021, reflecting effective cost and expense management [2][3] - The company aims to maintain or improve gross margins while controlling operating expenses to ensure net profit margins remain at reasonable levels [2] Group 2: Production and Capacity Expansion - The company plans to maintain active capacity expansion in Indonesia and Vietnam, with capital expenditures projected to be between 1.1 billion to 1.7 billion RMB annually from 2021 to 2023 [5] - New factories in Indonesia and Vietnam are expected to be operational within the next 3-5 years, driven by market demand and new customer acquisitions [6][7] - The company will adjust production capacity based on annual order conditions, utilizing new factories and equipment upgrades to enhance capacity [6] Group 3: Competitive Advantages - The company employs a multi-client model, allowing it to adapt to market dynamics and meet diverse customer needs, which has led to rapid revenue growth compared to industry peers [10] - The company has a strong reputation in the industry, attracting new clients and maintaining stable revenue even during challenging market conditions [10] Group 4: Dividend Policy - The company emphasizes shareholder returns, with cash dividends accounting for approximately 89% of net profit in 2021, 43% in 2022, and 44% in 2023 [11] - Future dividend distributions will balance shareholder interests with the company's growth needs, with expectations of reduced capital expenditure as the company scales [11]

证券代码：837242 证券简称：建邦科技 公告编号：2025-018 青岛建邦汽车科技股份有限公司 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 活动时间：2025 年 1 月 17 日 活动地点：线上交流会 √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 □路演活动 □其他 二、投资者关系活动情况 参会单位及人员：浙商证券、景顺长城基金、汇添富基金、鸿运私募基金、 国投证券、建信保险、指南投资、冰河资管、东北证券、行知创投、明达资管、 中信建投基金、新华保险、天猊投资、尚诚资管、度势投资、巴沃资管、融通基 金、西部证券、汇富基金、中泰证券、人民健康保险、永丰基金、苏豪投资、创 富金管、上海证券、临信资管、汇瑾资管、联储证券、交银国际证券、果实资本、 第一创业证券、长江证券、长城财富、渤海证券、星允资管、开源证券（排名不 分先后） 上市公司接待人员：公司董事长钟永铎先生、公司董事会秘书陈汝刚先生 三、投资者关系活动主要内 ...

证券代码：300494 证券简称：盛天网络 湖北盛天网络技术股份有限公司 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 □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 电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 华宝基金、泰康基金、国寿安保基金、华安基金、平安基金、海富通 基金、上海仙人掌私募基金、国泰君安证券、广发证券、海通证券、 西南证券、华源证券 时间 2025年1月17日- 2025年1月20日 地点 武汉、线上电话会议 公司接待 人员姓名 首席战略官 高维 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： 公司就投资者在本次说明会中提出的问题进行了回复，主要问题 涉及公司财务情况、战略方向、业务进展等，具体交流内容如下： Q1：2020-2023 年公司业绩持续保持增长，但 2024 年前三季度业 绩下滑明显，原因如何？ 答：2024 年前三季度业绩波动主要原因系报告期内暂无新 IP 游戏 产品上线，且基于市场环境动态以及产品多轮测试，公司与合作伙伴 Q3: 注意到给麦 APP 入选了国内多个 AI 应用 ...

Industry Overview - The PCB industry is moving towards a refined and high-quality development stage, with significant differences in product characteristics and business models among manufacturers [2] - Future competition will be layered, with companies showcasing unique development trajectories based on their target industries and customer groups [2] Revenue Structure - In 2024, the revenue distribution across application areas remains stable: - Communication applications: approximately 30% - Industrial control applications: approximately 30% - Automotive electronics: approximately 20% - Remaining portion from consumer electronics and other applications [2] Automotive Business Progress - The company benefits from the booming electric vehicle industry, with continuous growth in its three electric business [3] - Major clients include well-known companies like Weimais, focusing on providing automotive three electric products [3] Production Capacity - The company has established three production bases: - Shajing Factory: focuses on small batch production and R&D samples - Songgang Factory: focuses on medium batch production - Heshan Factory: focuses on large batch production and cutting-edge product R&D - A factory in Thailand is currently under construction [3] Technology Development - The company is actively advancing the R&D and implementation of PSIP and embedded technology, with a strategic focus on major domestic and international clients [4] Overseas Expansion - PCB companies are establishing overseas factories in response to national policies and industry trends, particularly in Southeast Asia, which offers competitive advantages in investment policies, market potential, and labor costs [3]

联化科技股份有限公司投资者关系活动记录表 证券代码：002250 证券简称：联化科技 编号：20250120 | 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 | | | | | | | | 天风证券 赵大震、钱晓杰 | 唐 婕 | | 国泰基金 | | | | | 中银证券 | 范琦岩 | | 弘尚资产 | 沙正江 | | | | 长江证券 | 王 明 | | 德邦基金 | 张培栋 | | | | 太平基金 | 夏文奇 | | 华富基金 | 邓贤波 | | | | 招商理财 | 彭治力 | | 勤辰投资 | 杨 晋 | | | 参与单位名称及人员 | 东方证券 | 万里扬 | | 永赢基金 | 林伟昊 | | | 姓名 | 松溪资产 | 葛新宇 | | 民生证券 | 刘海荣 | | | | 东北证券 | 冯先涛 | | 交银施罗德 | 何 | 雄、 ...

证券代码：000997 证券简称：新大陆 新大陆数字技术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 （线上交流） | | | | | 南方基金 朱伟豪 | 何欣冉；东方红资管 | | 郑童仁；前海开源基 | | 金 | 夏英研；西部利得基金 | 何奇 张昭君；博道基金 | | 高笑潇； | | | 国君资管 范明；亘曦资产 | 朱登科；华夏基金 | | 施知序；太平 | | 参与单位名称及 | 资产 尹维国 | 冯宝龙；大家资产 王凤娟 | | 付方宝；平安养老 | | 人员姓名 | 邵进明 许景源 金立 | 蔡晟 王雄辉 周光远 | 陈徐姗 | 陈良源； | | | 招商基金 杨成 | 杜亮；海富通 张颖；建信基金 | | 邵卓 刘志威； | | | 申万宏源证券 黄忠煌 | 罗宇琦；广发证券 | 刘雪峰 | 李婉云； ...

Group 1: Investor Relations Activity - The investor relations activity was an online communication meeting held on January 16, 2025, with participation from multiple securities firms [3][4]. - The meeting was attended by representatives from various securities companies, including Kaiyuan Securities, Guotou Securities, and others [4]. Group 2: Industry Demand and Revenue Growth - The company has seen an increase in orders compared to the same period last year, particularly in the wind power, hydrogen energy, engineering machinery, data centers, and air compressor sectors [4]. - The air compressor sector remains a stronghold for the company, with expected stable growth in 2025 due to ongoing collaborations with leading industry players [6]. Group 3: Overseas Expansion and Market Challenges - The company plans to expand its overseas revenue, particularly in the engineering machinery sector, and has established a subsidiary in Malaysia to support this initiative [5]. - The company is addressing market pressures in the wind power sector through internal management and market development strategies [12]. Group 4: Product Development and Market Trends - The company is focusing on new product development in hydrogen energy, data centers, and energy storage, with plans to enhance the integration of its products [11]. - The liquid cooling products for data centers have varying unit values, with liquid cooling plates ranging from hundreds to thousands of yuan, and dry coolers valued at tens of thousands to hundreds of thousands of yuan [9]. Group 5: Impact of Raw Material Prices - The company monitors aluminum prices closely, as fluctuations can impact profit margins, particularly in competitive markets like wind power and energy storage [12]. - The acquisition of Jufeng Aluminum Industry has strengthened the supply chain and improved economic efficiency for the company [14].

| 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 | 东北证券 周颖、魏珊珊、陈唯嘉 | | 及人员姓名 | | | 时 间 2024 | 年 1 月 20 日 13:00-15:00 | | 地 点 | 公司办公室 | | 上市公司 | 董事会秘书助理兼证券事务代表 张欣 | | 接待人员姓名 | 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： | | | 1、公司 2024 年的生产经营情况以及目前的订单如何？ | | 投资者关系活动 | 根据中汽协数据，2024 年我国重卡市场销售各类车型 | | 主要内容介绍 | 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 ...

Group 1: Company Overview - The company specializes in precision complex cutting tools and high-efficiency cutting tools, divided into seven series [1] - Main applications include automotive parts, aerospace, engineering machinery, power station equipment, smart drives, shipping, steel structure engineering, wind power equipment, high-end equipment, and rail transit [1] Group 2: Product Market Share - Automotive parts account for 50% to 60% of the company's product applications, including new energy passenger vehicles, fuel passenger vehicles, and commercial vehicles [1] - Precision machinery applications, such as smart drives, represent approximately 15% [2] - Aerospace, power station equipment, and wind power equipment also account for about 15% [2] - Shipping, steel structures, and rail transit make up around 10% [2] Group 3: Competition Landscape - Major competitors for the company's products include international firms like Japan's NACHI and the USA's Gleason, as well as domestic competitors like Hanjing Tools [3] - The company is positioned against leading domestic firms in the industry, particularly in gear measurement tools [3] Group 4: Business Development in Robotics - The company is focusing on the development of tools for humanoid robot applications, particularly in rolling screw processing [4] - There is a strategic alignment with the company's future development outlook, emphasizing precision tools for gears, threads, and splines [4] - Initial development and trial production of related tools are underway, with some orders already received [4] Group 5: Risks and Uncertainties - There are significant uncertainties regarding the successful development and mass production of tools for rolling screw processing [5] - The current market demand for humanoid robot components is low, which may affect the demand for related tools [5] - The company’s related tools are still in the early development stage and will not have a significant impact on short-term operational performance [5]