Group 1: Company Overview - Shanghai New Times Dahua Electric Co., Ltd. is involved in the robotics industry, offering a range of products including multi-joint robots, SCARA robots, semiconductor robots, and special robots, applicable across various sectors such as 3C, semiconductor, automotive parts, and more [2] - The company is one of the few domestic manufacturers that entered the robot body market through its own controller, leveraging its proprietary control systems for high-speed and high-precision operations [2] Group 2: Product Details - The semiconductor robots developed by the company are fully autonomous and controllable, with a product matrix covering eight series and dozens of models, suitable for various semiconductor processes [2] - The company’s robots are designed to replace imported equipment, with successful applications in the production of simulation chips, power chips, sensor chips, and LED chips [2] Group 3: Competitive Advantages - The company’s robotics business is built on a deep understanding of motion control technology, with a history of product development dating back to 2008 [3] - Key components such as reducers, servo systems, and controllers are all supplied by the company, ensuring control technology is a core competitive advantage [3] Group 4: Future Plans - The company aims to enhance its elevator business through AI-driven digitalization, focusing on global customer strategies and expanding overseas market investments [3] - Collaboration with Haier Group is expected to enhance asset management efficiency and improve competitive capabilities in the industrial automation sector [3]

Group 1: Company Overview and Strategy - Baotong Technology has signed a cooperation agreement with Yushu Technology for the secondary development of industrial robots, with successful testing in steel and power industries [1][2] - The company aims to promote the large-scale application of robotics technology in energy and manufacturing sectors through an "AI + Industry" strategy [2] Group 2: Subsidiary Establishment - The establishment of Wuxi Tailis Electric Drive Technology Co., Ltd. (Tailis) is driven by strong market demand and prior validation [3] - Tailis focuses on developing core control and drive components for robots, leveraging years of experience in industrial intelligent control [3] Group 3: Team and Expertise - Tailis's R&D team has nearly 20 years of experience in micro-motor design and manufacturing, having served leading companies like Tesla and Hikvision [4] - The team possesses deep knowledge in electric motor design and has achieved full domestic intellectual property rights in their projects [4] Group 4: Technological Advantages - Tailis produces the world's smallest mass-produced frameless torque motor, with a diameter of 10mm, breaking foreign monopolies and enabling import substitution [5] - The micro frameless torque motor offers torque density and power density advantages, being nearly 10 times greater than traditional cup motors [5] Group 5: Market Potential - The micro-motor market in China is projected to exceed 200 billion yuan in 2024, with humanoid robot motors expected to grow by 380% [8] - Tailis aims to become a leading manufacturer of micro-special motors in China, supported by its technological reserves and experience [8]

Group 1: Financial Performance and Growth Strategies - In 2024, the company's revenue in the white goods sector grew by 21.04%, achieved through technological upgrades and cost reduction strategies [1] - The company aims to achieve approximately 2 billion CNY in revenue for 2025, focusing on direct sales and new market development [7] - The company has established partnerships with well-known enterprises like Midea and Haier, enhancing its market presence and technical capabilities [2] Group 2: Market Expansion and Sales Strategies - The domestic market accounts for a significant portion of revenue, with the company leveraging its reputation for product quality and customer service to strengthen client relationships [2] - The company plans to enhance its overseas market performance by maintaining a direct sales strategy and increasing support for overseas customers [2] Group 3: Technological Advancements and Product Development - The company is actively developing flat wire technology and high-efficiency permanent magnet motors to meet the growing demand in the motor industry [6] - The company has received UL Solutions authorization for its testing laboratory, which will streamline product testing and facilitate entry into international markets [7] - The company is focusing on upgrading its thermal protectors and starters to align with the smart appliance trend [9] Group 4: Research and Development Investments - The company has consistently invested in R&D across products, equipment, and processes to maintain its competitive edge [11] - The company plans to increase R&D investments in high-efficiency permanent magnet motors and servo motors, anticipating new business growth opportunities [13] Group 5: Project Management and Future Plans - As of the end of 2024, the investment progress for the "2GW high-efficiency solar photovoltaic module construction project" stands at 42.43%, with plans to repurpose remaining funds for operational liquidity [14] - The company is adjusting its investment projects in response to cyclical changes in the photovoltaic industry [14]

Financial Performance - In 2024, the company's operating revenue decreased by 9.67% compared to 2023, while the net profit attributable to shareholders increased by 97.93% [2] - The industrial internet business revenue declined by 8.10%, with the smart conveyor digital product manufacturing revenue dropping by 16.59% [3] Business Strategy and Technology Development - The company is focusing on AI technology integration in both industrial internet and mobile internet sectors to drive business transformation and create greater value [2] - A closed-loop approach of "demand insight - technology development - scenario adaptation - value creation" is being utilized to address efficiency bottlenecks and safety hazards in industrial transportation [2] Collaboration and Projects - The company is collaborating with multiple robotics companies, with a focus on the quadruped robot project with Yushu Technology, which is a key commercialization project for the year [3] - The construction of a digital conveyor belt production base in Thailand, with an annual output of 10 million square meters, is progressing, having successfully trial-produced the first conveyor belt [4] Future Growth Drivers - The company aims to enhance its core competitiveness through new product development, technological innovation, and new business models [5] - AI technology will be further integrated into game development and operations to improve user engagement and operational efficiency [4] Talent Acquisition and Retention - The company emphasizes the importance of talent as a core driver of development, implementing a comprehensive talent cultivation system and diverse incentive mechanisms to attract and retain professionals [5] R&D Focus Areas - Future R&D will concentrate on key areas such as bio-based materials, embodied intelligent robots, smart sensing, and low-carbon manufacturing, aiming to create a full-chain R&D system [5]

证券代码：002120 证券简称：韵达股份 韵达控股集团股份有限公司投资者关系活动记录表 编号：2025-002 3、公司于 2025 年 5 月 7 日发布了关于控股股东增持公司股 份计划的公告，请问目前进度如何？ 您好，感谢您的关注！上市公司已于 2025 年 5 月 7 日发布了 相关增持公司股份计划的公告，我们对公司未来的持续稳定发展充 满信心，并坚定认可其价值，上海罗颉思投资管理有限公司计划通 过深圳证券交易所交易系统以集中竞价、大宗交易等方式增持公司 股份，计划增持金额为人民币 10,000-20,000 万元。目前我们正在 积极推进中，上海罗颉思将本着"依法合规"的原则，根据工作计划， 结合市场情况，有序实施增持操作。同时，我们将持续做好相关信 息披露工作。 4、公司会下修可转债的转股价格吗？ 您好！感谢您的提问！关于可转债转股价格，公司将结合快递 行业发展态势及公司价值反映情况，审慎判断、合理判断，具体请 关注公司后续公告。 5、韵达在减少碳排放方面有哪些动作？ 您好，感谢您的提问！公司深入贯彻落实关于绿色环保工作要 求与部署，致力于提升可持续发展能力，切实履行环境保护责任， 积极响应生态文明 ...

证券代码：301056 证券简称：森赫股份 编号：2025-001 | 投资者关系活动 | 分析师会议 □ 特定对象调研 □ | | --- | --- | | 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 （2025 年浙江辖区上市公司投资者网上集体接待日暨 √ | | | 年度业绩说明会） 2024 | | 参与单位名称及 | 参加2025年浙江辖区上市公司投资者网上集体接待日暨2024年 | | 人员姓名 | 度业绩说明会的投资者 | | 时间 | 2025 年 5 月 13 日 (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 | | 上市公司接待人 | 1、董事长、总经理李东流 | | 员姓名 | 2、副董事长、副总经理李仁 | | | 3、董事会秘书王香杰 | | | 4、财务总监凌洪章 | | | 5、独立董事陈刚 | | | 6、保荐代表人冯颂 投资者提出的问题及公司回复情况 | | ...

证券代码： 300025 证券简称：华星创业 杭州华星创业通信技术股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 13 日 (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 | | 上市公司接待人 | 1、董事长朱东成 | | 员姓名 | 2、董事、副总经理王志刚 | | | 3、独立董事俞立 | | | 4、财务总监项峰 | | | 5、董事会秘书张艳 | | | 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： | | | 1、年轻就是资本！投资先投人，公司有通信行业与虚 ...

Group 1: Market Trends and Product Development - The storage industry is entering a phase of supply-demand balance improvement and value recovery, driven by supply chain optimization and technological innovation. Storage prices are expected to show steady recovery throughout 2025 [2][3] - The demand for enterprise storage products is benefiting from rapid developments in AI computing, data centers, and cloud computing, demonstrating strong growth resilience [2][3] - The company focuses on core storage business, achieving product validation breakthroughs in enterprise storage and entering the supply chain of leading customers [2][3] Group 2: Business Model and Customer Collaboration - The company positions its enterprise business as a solution provider, offering customized main control chips, firmware development, and comprehensive supply chain management [3][4] - The enterprise-level team has grown to over 100 members by the end of 2024, emphasizing customer service and high-performance product development [3][4] Group 3: Embedded Storage and SSD Growth - The company has made significant strides in embedded storage, launching products like eMMC, UFS, and LPDDR, with plans to expand into consumer electronics and industrial applications [4][5] - The growth of the SSD business is attributed to market demand responsiveness, product matrix optimization, and leveraging domestic trends and emerging applications [5][6] Group 4: Inventory and Operational Efficiency - The company maintains a neutral inventory strategy, adjusting procurement plans based on market feedback to enhance inventory turnover [6][7] - As of the end of 2024, the company has 846 employees, focusing on optimizing operational efficiency while expanding its workforce [7][8]

| 投资者关系 | □特定对象调研 □分析师会议 | | --- | --- | | 活动类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名 | 以网络远程方式参与公司"2025 年浙江辖区上市公司投资者网上 | | 称及人员姓 | | | 名 | 集体接待日暨 2024 年度业绩说明会" | | 时间 | 2025 年 5 月 13 日 15:00 至 17:00 | | 地点 | 杭州 | | 上市公司接 | 董事长袁仁军先生、副董事长杨威先生、董事、总经理李文明先生、 | | 待人员姓名 | 独立董事许永斌先生、财务总监邓朱明先生、副总经理兼董事会秘 | | | 书雷邦景先生 | | | 1、问：1、请介绍一下江苏德龙欠公司货款问题解决的情况？ | | | 公司有多大把握解决这些货款问题？2、介绍一下公司前 4 个月的 | | | 经营情况？3、大股东提出增持股份已一个月了，贷款也到手了， | | 投资者关系 | 到底开始增持股份了没有？ | | 活动主要内 | 答：您好，诉讼进展情况公司将及时进行披露，请关注有关公 ...

证券代码：002892 证券简称：科力尔 科力尔电机集团股份有限公司 2024 年度业绩说明会投资者活动记录表 2、高管您好，能否请您介绍一下本期行业的整体表现？谢谢。 答：尊敬的投资者，您好！公司主营业务为电机及智能驱控系统的 研发、生产与销售，未来伴随下游应用领域的不断拓展升级，电机及智 能驱控系统行业将保持持续的创新活力，长期处于稳定增长的发展阶 段。公司有着三十多年的电机及智能驱控产品的研发和制造经验，掌握 了电机、驱动系统、智能控制系统等核心技术，产品性能达到国际先进 水平。感谢您的关注！ 3、董秘，您好！现在 AI 智能机器人的崛起，贵公司在 AI 智能方 面有哪些布局？有关机器人概念股走势都很强劲，贵公司的走势有些 不匹配，是什么原因？谢谢。 答：尊敬的投资者，您好！公司的伺服系统已广泛应用于机器人与 工业自动化领域，公司将继续加大在该领域的技术和研发投入，积极开 拓市场；股价波动受国内外经济形势、宏观政策及市场情绪等多重因素 影响。公司将不断持续提高自身经营水平，着力增强企业核心竞争力， 以良好的业绩回报广大投资者。感谢您的关注！ 4、您好，请问伺服驱动器有哪些客户已经在使用？ 答：尊敬的投资 ...