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、 ...

Group 1: Market Insights - The 2025 home decoration subsidy policy is expected to stimulate consumer enthusiasm and stabilize market confidence, with the government actively supporting home decoration consumption [2][3] - The implementation of the "old-for-new" subsidy policy in Q4 2024 has already shown positive effects on the home furnishing market [2] Group 2: Business Strategy - The company plans to focus on expanding its presence in untapped cities and lower-tier markets, enhancing its national channel layout [3] - The use of AI design factories will help new partners reduce the difficulty of acquiring design services, improving operational certainty [3] Group 3: Management Confidence - Recent share purchases by company executives reflect their confidence in the company's future development and investment value [3] Group 4: Retail Channel Dynamics - Changes in retail channel traffic have led to the emergence of new customer acquisition methods, such as the importance of the "package deal" channel for obtaining clients from newly decorated homes [4] - The increase in the proportion of unfinished homes and the demand for renovations in second-hand properties have made comprehensive decoration an important customer acquisition channel [4]

证券代码:300357 证券简称:我武生物 3. 公司是否会考虑开拓海外市场？ 答：目前，在变应原制品产品线方面，公司专注国内市场。 4. 脱敏治疗的周期一般是多少？ 答：根据《中国变应性鼻炎诊断和治疗指南（2022 年，修订 版）》，变应性鼻炎的过敏原免疫治疗（脱敏治疗）的总疗程为 3 年。 5. 公司新产品有何期待？ 答：2024 年 12 月，由公司提交注册的"悬铃木花粉变应原皮 肤点刺液"、"德国小蠊变应原皮肤点刺液"、"猫毛皮屑变应 原皮肤点刺液"3 项点刺液品种上市许可申请获得批准，与公司 已上市的"粉尘螨皮肤点刺诊断试剂盒"、"屋尘螨皮肤点刺诊断 试剂盒"、"黄花蒿花粉变应原皮肤点刺液"、"白桦花粉变应原皮 肤点刺液"、"葎草花粉变应原皮肤点刺液"产品互为补充，可以 满足更多过敏性疾病患者的过敏原检测需求。 浙江我武生物科技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 | ▪特定对象调研 口分析师会议 后媒体采访 | | --- | --- | | 动类别 | o业绩说明会 ロ新闻发布会 o路演活动 | | | 曰现场参观 ロ其他 | | 参与单位名称 | 海通证 ...

浙江新农化工股份有限公司 投资者关系活动记录表 证券代码:002942 | | 答：从我国的情况看，每年的 3-9 月是农作物生长的有利时 | | --- | --- | | | 期，同时也是农药使用的高峰期，所以对于农药企业来说，每年的 | | | 上半年是农药生产和销售的高峰期；从全球来看，由于南、北半球 | | | 自然条件、季节的差异，全球农药生产和使用的季节性特征不明 | | | 显。因此，公司一方面在国内加大南方地区市场的拓展力度，另一 | | | 方面也在积极地进行海外布局，以期逐步降低季节性波动对业绩的 | | | 影响。 | | | 4、公司以制剂业务为龙头的发展规划，意味着后续会逐渐减 | | | 少工业品的业务吗？ | | | 答：公司坚持以制剂业务为龙头的产业链一体化模式，公司产 | | | 品包括农药中间体、农药原药和农药制剂，覆盖了整个农药产品产 | | | 业链。公司原药所需的关键中间体以及大部分制剂产品所需的原药 | | | 由公司自产，不仅有利于控制综合成本，形成可持续的供货保障， | | | 并且能够保证各类产品的品质持续改进和稳定提升。因此，相比原 | | | 药类、制剂 ...

Group 1: Investor Relations Activity - The meeting was categorized as a specific object investigation and on-site visit [2] - Participants included representatives from Agricultural Bank of China and Northeast Securities [2] - The meeting took place on January 10, 2025, at the company's headquarters [2] Group 2: Purpose of the Meeting - The main objective was to understand the company's production and operational status [2] - The meeting involved discussions on relevant issues concerning the company's performance [2] Group 3: Attendees - Company representatives included securities affairs representative Li Mengjue and investor relations manager Yang Kexin [2]

Sales Performance - In the first half of 2024, the sales revenue of Pudilan Anti-inflammatory Tablets exceeded 100 million CNY, achieving nearly double-digit growth year-on-year [2] - The sales revenue of Gongxuening Capsules increased by 36% year-on-year [2] - The health product segment achieved a revenue of 3.144 billion CNY, with a net profit of 1.231 billion CNY, and a net profit growth of 1.7% year-on-year [4] - The sales revenue of Yangyuanqing hair care products reached 195 million CNY, with a growth rate of 41% [4] Marketing and Brand Positioning - The online marketing campaign generated approximately 350 million exposures and 2.96 million interactions, attracting over 1.1 million consumers and achieving a GMV growth of 47% year-on-year [2] - Yunnan Baiyao toothpaste maintained its leading market share in the domestic oral care sector, ranking as the top oral care brand during the "618" shopping festival [4] - Yangyuanqing was recognized as the top brand for anti-hair loss shampoo on Tmall during the "618" period [4] Dividend Distribution - In 2023, Yunnan Baiyao's dividend plan was 20.77 CNY per 10 shares, totaling 3.706 billion CNY, which accounted for 90.53% of the net profit [5] - A special dividend of 12.13 CNY per 10 shares is proposed for 2024, with a total amount of 2.164 billion CNY, representing 50.02% of the net profit for the first three quarters of 2024 [6] Future Development Plans - The provincial pharmaceutical company aims to stabilize revenue growth, enhance risk management, and improve operational efficiency [7] - The overall strategic goal is to achieve growth in revenue, profit, and asset scale through a "2+3" strategy from 2024 to 2028, positioning itself as a leading modern pharmaceutical group [8]