为应对国际粮价下跌、巴西气候异常、雷亚尔兑人民币大幅 贬值等多重因素的挑战，隆平巴西采取稳健发展策略，优化销售 代理机制，做好细分市场管理，进一步稳定了市场份额和地位。 公司对隆平高科未来管控举措为：（1）增派团队力量。委派、抽 调国内具有丰富种业经营管理、科研、生产、销售经验的核心管 理人员及骨干人才常驻巴西补充中方团队力量，着力提升隆平巴 西经营管理、科研、田间生产、加工、仓储、销售、货运等全链 条管理水平，提升盈利能力。（2）降低财务风险。加强国内国外 两地财务协同，优化资金配置、预算管理和财务审计。通过统一 财务标准的管控，减少跨国汇率波动、税务风险等因素带来的不 确定性，实现资源的最优配置；在中信集团的指导下，加强汇率 风险管理，并探索与粮贸企业合作，以更好利用巴西资产并对冲 汇率风险。（3）种质资源协同增效。加速在国内开发利用巴西优 质种质资源，利用隆平巴西拥有的稀缺的热带和亚热带种质资源， 在国内推进研发融合，创造更多利润增长点。（4）探索第二增长 曲线。探索跨区域共享营销资源，调整和优化营销策略，并将探 | | 讨大豆、高粱等新的业务，努力打造第二业务增长曲线。 | | --- | --- | ...

证券代码:002053 证券简称:云南能投 编号: 2025-003 | 投资者关系活动 | ☑ 特定対象调研 曰分析师会议 | | --- | --- | | 类别 | 曰媒体采访 □业绩说明会 | | | ロ新闻发布会 o路演活动 | | | 曰现场参观 | | | 口其他 | | 参与单位名称及 | 银华基金:康惠楷 | | 人员姓名 | 中金公司:刘佳妮 | | 时间 | 2025年１月13日 （周一） 上午 10:00~11:00 | | 地点 | 公司 429 会客室 | | 上市公司接待人 | 副总经理、董事会秘书:李政良 | | | 证券事务代表:刘益汉 | | 员姓名 | 新能源事业部生产运营分部副部长:周强 | | | 1、请介绍一下公司各板块情况及未来的发展展望? | | | 答:公司锚定绿色能源战略,持续推进转型发展,新能源装机规 | | | 模从零快速增至 194 万千瓦,五年累计投产风电项目装机规模全 | | | 省排名第一。盐业板块,优化配置生产资源,提升规模效应,淘 | | | 汰落后产能,产销协同能力和市场竞争力双重提升。 | | | 未来公司将坚定不移做强做优做大绿色能源核 ...

证券简称:广信材料 证券代码:300537 2025年1月10日投资者关系活动记录表 编号： 2025-005 团特定对象调研 ☑分析师会议 投资者关系 □媒体采访 □业绩说明会 活动类别 口新闻发布会 □路演活动 团现场参观 口其他: 国泰租赁 王家利;海珠城发 孟皓;迪策投资 罗祥城、杨光;国元证券 花冠、 曹宇捷;江西金投私募基金 张磊;浪潮投资 边策;南昌产投基金 徐晨洋;乐苍 参与单位名称及 人员姓名 投资 谢桂;东兴证券自营 张梦迪;宁聚投资 翁杰昂;陕西金控创新 杨斌,东 海基金 陆广军; 时间 2025 年 1 月 10 日 10:00-12:00 地点 江西广臻 2 楼会议室 上市公司 董事长 李有明:董事 安丰磊:董事 刘斌:董事 刘光曜;董事会秘书 张启斌: 接待人员姓名 汉璞石墨烯总经理 赵振亮 一、公司董事会秘书张启斌介绍公司及子公司的基本情况和产品情况,简要介绍 公司及行业发展情况等。 二、公司董事长李有明、董事安丰磊、董事刘斌、董事刘光曜、董事会秘书张启 斌、汉璞石墨烯总经理赵振亮就以下问题和参与者进行了交流,并会同参与者参 观了江西广臻龙南基地: 问:请介绍一下公司自成立以来到 ...

证券代码:872953 证券简称:国子软件 公告编号：2025-003 山东国子软件股份有限公司 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 □路演活动 口其他 投资者关系活动情况 活动时间: 2025年1月 10 日 活动地点:山东国子软件股份有限公司第一会议室 参会单位及人员:中邮证券有限责任公司 回答：近年来，随着对国有资产管理的日益重视，相关规定及配套政策相 继推出，国家对加强行政事业性国有资产管理与监督提出了更全面、更系统的 要求。财政部于 2024 年 12 月印发《关于依托预算管理一体化系统建立全国行 政事业单位国有资产调剂共享平台的通知》，部署通过预算管理一体化系统建 立全国行政事业单位国有资产调剂共享平台，实现行政事业单位国有资产跨部 门、跨级次、跨地区调剂共享。公司将按照通知要求，加大政府公物仓、校内 公物仓、大型仪器共享共用平台等产品营销推广，协助各 ...

Product and Technology Advancements - Expanded applications in robotics, including floor-cleaning robots, underwater robots, service robots, and industrial robots, offering functions like obstacle avoidance, pressure and temperature sensing, material recognition, anti-tipping, liquid level monitoring, dust particle detection, and underwater distance sensing [4] - Achieved breakthroughs in precision industrial dispensing robots and precision force-controlled robotic arms [4] - Developed AK II in-vehicle ultrasonic sensors for smart driving, supporting AVP L2+ autonomous driving levels, with features like multi-function switching, integrated short and long-range radar, longer detection range, smaller blind spots, and compliance with ASIL B functional safety standards [6][7] - Provided solutions for smart cockpits, including front hood touch sensing, smart screen touch feedback, CPD child presence detection, ultrasonic lens self-cleaning, and smart in-car essential oil solutions [7] - Applied ultrasonic technology in drones and flying cars for obstacle avoidance, hovering, landing, and sensor fusion, enhancing safety and precision [8] Market and Regulatory Developments - Ultrasonic lead-free flow metering solutions showcased at Enlit Europe 2024 in Milan, with potential for large-scale adoption driven by EU RoHS regulations, which may phase out lead exemptions for specific functional ceramics by July 2026 [5] - The company holds core technology and patents for lead-free piezoelectric ceramics, enabling mass production to meet future market demands [5] Investment and Operational Updates - Added Guangdong Audiowell Sensors Technology Co Ltd as an implementation entity for the "Multi-layer Tactile and Feedback Micro-actuator Development and Industrialization Project," with a new location in Guangzhou, Guangdong [9] - The change in implementation entity and location was made based on actual business conditions, market needs, and talent development considerations [9] Investor Relations - Conducted an online investor relations event on January 9, 2025, attended by 42 institutions, including Huayuan Securities, Penghua Fund, and Cinda-Australia Fund [3][11] - The event focused on product, technology, industry, and market updates, with responses provided to investor inquiries [4]

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 three quarters of 2024, the company achieved operating revenue of ¥2,563,843,911.84, a year-on-year increase of 0.54%, and a net profit of ¥116,253,194.83, a year-on-year increase of 11.35% [2][3] New Energy Business Development - The company entered the new energy sector in 2015, focusing on photovoltaic projects and expanding into charging and energy storage products by 2018 [4] - As of 2023, the new energy business is in a rapid growth phase, with significant achievements in technology innovation and market expansion [4] - The company’s new energy business primarily focuses on downstream activities, including investment in photovoltaic power plants and EPC engineering [5] Power Distribution Business Trends - The power distribution industry is increasingly emphasizing green technology and energy efficiency, with a focus on remote monitoring and predictive maintenance [6] - The company has developed its own distribution equipment, including ring main units and switchgear, to meet the demands of new power distribution systems [6] - The power distribution business is expected to maintain stable growth [6] Export Business - The company exports distribution products such as ring main units and switchgear to over 20 countries, including Sweden, Turkey, and South Africa [8] - The products have passed rigorous testing, ensuring compliance with international quality and safety standards [8] Transformer Product Market - The company’s transformer products are produced by its subsidiary, Wuxi Power Transformer Co., Ltd., which has established a strong reputation in the market [9] - Due to high market demand, the subsidiary has been operating at full capacity and is currently expanding production capacity to meet demand [9] Cost Reduction and Efficiency Improvement - The company has implemented significant cost reduction and efficiency improvement measures through digitalization and lean management [10] - Upgrades to various operational and management information systems have enhanced supply chain management and operational capabilities [10] Future Business Development - The company aims to leverage its industrial chain layout to enhance resource sharing and market expansion, focusing on the new energy sector [11] - Future strategies include maintaining stable growth in power distribution while expanding into the "wind, solar, storage, charging, and swapping" new energy industry chain [11]

2025 年 1 月 13 日投资者关系活动记录表 编号: 2025-003 | 投资者关系活 | 团特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 动类别 | □业绩说明会 | | | 团现场参观 □其他(电话会议) | | 参与单位 | 中信证券 | | 时间 | 2025年1月13日14:00-15:00 | | 地点 | 1#楼5层 会议室(一) | | 上市公司接待 | 冯静女士、潘敏涛先生、金少明先生 | | 人员 | | | 投资者关系活 | 1、请介绍一下公司的业务及经营情况 | | 动主要内容 | 答:公司是为智能汽车及产业物联网客户提供智能网联 | | | 解决方案的科技服务商。公司的主营业务包括车联网智能终 | | | 端、物联网智能模组的研发、生产和销售,同时为客户提供 | | | 软件和技术服务。 | | | 公司与智能汽车产业领先的整车厂商及其一级供应商建 | | | 立了长期稳定的合作关系,为上汽集团、奇瑞汽车、吉利汽 | | | 车、比亚迪、长城汽车、广汽集团、理想汽车、蔚来汽车、 | | | 宁德时代、德赛西威、电装天、安波福等供车联网智能终端、 ...

Group 1: Company Overview - The company specializes in rain enhancement and hail suppression rocket business, maintaining a market share of over 50% for several years [2][3] - The main model, WR-98 rocket, has a unit price of approximately 3,000 yuan per rocket [2] Group 2: Production Capacity and Market Demand - The company has received approval for an annual production capacity of 100,000 rain enhancement rockets [3] - The company’s rain enhancement rocket and supporting equipment business has shown stable development [3] Group 3: Financial and Business Strategy - As of December 2024, the convertible bond fundraising project has completed construction and acceptance as per the planned schedule [4] - The company aims to maintain a dual development strategy for military and civilian products, ensuring synchronized growth in both sectors [4] Group 4: Challenges and Future Plans - The carbon/carbon material business has faced profitability declines due to market economic pressures in 2024, prompting the company to implement cost-reduction and efficiency-enhancing measures [4] - The company’s weather modification business remains stable, with no significant impact on accounts receivable [4] - The company is confident in its multi-sector development strategy to enhance market competitiveness and address future challenges [5]

深圳市亿道信息股份有限公司 投资者关系活动记录表 编号：2025-03 3、什么是加固类产品？ | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □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  | | | 其他（线上交流） | | 活动参与人员 | 中信证券、国金证券、华安证券、银河证券、华夏久盈资管、 | | | 宿迁产业基金、创富兆业私募 | | 时间 | 2025 年 1 月 13 日 | | 地点 | 公司会议室 | | 上市公司接待 | 副总经理、董事会秘书：乔敏洋 | | 人员姓名 | 投资者关系专员：谢蝶 | | | 1、介绍一下公司？ | | | 答：亿道信息是一家以产品定义、研发设计为核心的智能电子产 | | | 品及解决方案提供商，以产品为分类，公司主要业务可分为加固智能 | | | 终端和消费类智能终端。 | | | 加固智能终端的形态包括加固笔记本电脑、加固平板和加固类手 | | | 持终端及各式各样的加固类工控产品。目前已成功应用于智能制造、 | | | 交通运输、能源勘探、公共事业等丰富 ...

编号:【2025】第 001 号 | | ▽特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | 口业绩说明会 | | 活动类别 | 口新闻发布会 | 口路演活动 | | | 口现场参观 | ロ其他 | | 参与单位名称 及人员姓名 | | 交银施罗德基金黄鼎、杨芝廷、刘鹏、西部证券刘博 | | 时间 | 2025年1月13日 | | | 地点 | 腾讯会议 | | | 上市公司接 待人员姓名 | 董事会秘书孙秀欣 | | | | | 活动期间谈论的主要内容如下： | | | --- | --- | --- | --- | | | | 一、讨论了公司产品在数据中心的应用 | | | | | 公司旗下顿汉布什公司和换热技术公司为数据中心提供冷 | | | | | 源装备和热交换装置等冷却装备，"变频离心式冷水机组""集成 | | | | | 自然冷却功能的风冷螺杆冷水机组"两项产品入选工信部《国家 | | | | | 绿色数据中心先进适用技术产品目录》。国内已成功服务了国家 | | | | | 超级计算广州中心（天河二号）、中国移动（贵州）大数据中心、 ...