Group 1: Company Performance and Strategies - The company has achieved continuous high growth, with 2024 profits reaching a ten-year high and strong performance in the first half of 2025 [2][3] - Market strategy optimization and improved procurement efficiency led to a market share increase of 0.46% for gasoline and 0.93% for diesel in 2024 [3] - The company has implemented a dual-service action plan and enhanced its service brand, "Hi-Run Service 1.0," to solidify market position in 2025 [3] Group 2: New Energy Transition and Digital Upgrades - In 2024, the company launched two LNG refueling stations and initiated smart microgrid energy storage projects, significantly improving operational efficiency [3] - The company accelerated its multi-energy complementary layout in 2025, establishing charging stations and collaborating on heavy-duty truck charging station construction, resulting in substantial revenue growth from new energy businesses [3] Group 3: Risk Management and Customer Integration - The company achieved zero risk incidents in 2024 through rigorous safety management and continues to strengthen environmental compliance and financial internal controls in 2025 [3] - A strategic customer department was established to enhance customer relationship management and develop a comprehensive service ecosystem combining energy, services, and social interaction [3][4] Group 4: Non-Oil Revenue and Future Outlook - The company is focusing on non-oil business planning, including hydrogen energy and photovoltaic projects, to diversify revenue streams and enhance service offerings [4][5] - The company is transitioning from traditional oil distribution to a comprehensive energy service provider, actively expanding LNG and charging station networks [5][6] Group 5: Regulatory Impact and Market Position - The implementation of the "Regulations on the Management of Oil Product Circulation" is expected to further standardize the market and enhance the company's competitive edge [6][7] - The company is committed to compliance and quality-first principles, leveraging regulatory opportunities to optimize market conditions and expand market share [6][7] Group 6: Clean Energy Initiatives - As of June 30, 2025, the company has built 423 charging guns with a total charging volume of 11.32 million kWh, alongside smart microgrid projects [7] - The company is exploring hydrogen energy business opportunities, contingent on market maturity and resource advantages [7]

随着 AI 算力需求的持续增长，将推动数字经济蓬勃发展， 带动半导体、通信、消费电子、新能源汽车等行业持续增长，以 光模块为代表的电子元器件和半导体设备等行业市场规模持续 上升。第三代半导体氮化镓通信基站射频芯片与器件领域，紧密 围绕战略目标，坚持"市场牵引、科技驱动"，在保持现有优势 的基础上，进一步提升市场占有率，保障公司持续、健康、稳定 发展。第三代半导体碳化硅功率模块及其应用领域，上半年碳化 硅芯片晶圆工艺线经过升级改造由 6 英寸升级为 8 英寸，目前已 通线，处于产品升级及客户导入阶段，今后将有效提升国联万众 碳化硅功率产品的市场竞争力。 3.公司光模块陶瓷产品中哪一类产品增长幅度较大？ 光通信市场的繁荣给公司光通讯相关产品领域订单带来增 长，公司氮化铝多层薄厚膜产品实现快速增长，产品应用于高频 高速光模块中，应用于 AI 智能和数据中心等新场景。公司时刻 关注该类产品更新换代趋势，紧跟市场及技术方向来加快新产品 开发，产品结构将随市场需求变化而调整。公司在积极开展现有 业务的同时，也在不断探索和跟进行业发展趋势及市场需求。 4.公司电子陶瓷领域目前产能利用率如何？ 公司产能利用率始终维持在较高水 ...

Group 1: Aerospace Applications - The company's aerospace application products mainly include accelerometers, precision manufacturing, aerospace auxiliary materials, and testing and control equipment [2] - The technology level of the company's accelerometers and other inertial devices is at a leading domestic level, widely used in the aerospace field [2] - The company's self-developed accelerometers are known for their high precision, reliability, compact size, and lightweight, making them the preferred product for inertial navigation systems over the past 20 years [2] Group 2: Automotive Electronics - The automotive electronics business includes three main areas: safety, comfort, and autonomous driving, with key products such as seat belt detection systems [3] - The domestic automotive electronics business primarily focuses on commercial vehicles, while the overseas business centers on automotive electronic sensors [3] - Core products in the overseas market include in-cabin sensors, which cover features like reminder devices and occupant classification systems [3] Group 3: Asset Management - The recent asset sales are aimed at implementing the company's strategic planning, focusing on core responsibilities, and reallocating resources to drive company growth [2] Group 4: Internet of Vehicles - The company has developed a comprehensive service cloud platform for the Internet of Vehicles, including smart logistics and regulatory platforms for hazardous materials transportation [3] - The Internet of Vehicles business has competitive advantages in markets such as Shandong, Guizhou, Jiangxi, and Ningxia, with ongoing expansion in other provinces [3]

Group 1: eCall Business Overview - The company has been early in the eCall product field, accumulating rich experience in certification and project management since 2013 [2] - In 2019, the company obtained the first EU eCall certification in China and was among the first globally to receive the UN-R144 standard certification [2] - As of January 6, 2025, the company received the next-generation NG eCall certification, becoming one of the first globally certified for this standard [2][5] - The company has expanded its certification scope to include countries like the UK, UAE, and Saudi Arabia, making it one of the few domestic companies with comprehensive certifications [2] Group 2: Involvement in National Standards - The company is one of the drafting units for the national standard AECS and has participated in the preparation of standard texts and technical specifications [3] - Recent tests conducted by the China Automotive Technology Research Center on the company's products have been successful, laying a solid foundation for the future application of the AECS system in vehicles [3] Group 3: R&D and Innovation - The company emphasizes forward-looking R&D, closely following industry trends and customer needs, leading to a steady increase in R&D expenses [3] - The R&D system is built on a "platform and modular" concept, allowing for rapid market introduction of new features and products tailored to customer demands [3] Group 4: Market Response and Competitive Advantage - The national standard AECS has been released, with mandatory implementation set for July 1, 2027, although certification and implementation will take time [4] - The company holds a first-mover advantage in the eCall sector, having passed the EU e-Call standard certification in March 2019 and continuously updating its products and technologies [5] Group 5: Production Capacity and Future Planning - The company has a flexible production line and an intelligent manufacturing system to meet the production needs of automotive-grade products [6] - The company collaborates with external manufacturers for non-core components, ensuring quality and compliance with production standards [6] Group 6: Digital Energy Management Solutions - The company's digital energy management solutions have been in development for several years and entered a new phase in the first half of this year [7] - These solutions support battery lifecycle management and digital operations for battery rental and charging stations, positioning the company for growth in high-value energy trading areas [7]

Group 1: Company Overview and Performance - Antai Technology focuses on advanced powder metallurgy, rapid solidification, additive manufacturing, and other core material preparation technologies, establishing a complete industrial platform from materials to products [2][4] - In the first half of 2025, the company achieved a new contract amount of CNY 42.23 billion, a year-on-year increase of 2.93%, while operating income was CNY 37.15 billion, a decrease of 5.29% [4] - The net profit attributable to shareholders, excluding last year's transfer payment impact, increased by 25.3% year-on-year, with a net profit of CNY 1.68 billion, a year-on-year increase of 19.1% [4] Group 2: Business Segments Performance - Advanced functional materials and devices segment generated CNY 14.31 billion in revenue, accounting for 38.54% of total revenue, with a slight increase of 0.71% year-on-year [4] - Special powder metallurgy materials and products segment revenue was CNY 13.62 billion, representing 36.75% of total revenue, down 10.44% year-on-year [4] - High-quality special steel and welding materials segment achieved CNY 9.18 billion in revenue, accounting for 24.71%, with a year-on-year growth of 12.20% [4] Group 3: Strategic Focus and Future Planning - The company has exited 6 non-core subsidiaries and disposed of inefficient assets, transitioning from a "small and scattered" to a "specialized and strong" model [5][6] - The "14th Five-Year Plan" has led to a new development pattern with core industries contributing over half of revenue, while key industries show strong growth potential [5][6] - The company is preparing the "15th Five-Year Plan," focusing on enhancing core functions, strengthening industry leadership, and promoting sustainable high-quality development [6] Group 4: Innovations and Market Developments - Antai Zhongke is the first domestic company capable of producing tungsten-copper filters for controlled nuclear fusion, with a complete technology chain from raw materials to component delivery [7][8] - The company has provided over 5,000 tungsten-copper parts to domestic and international clients, contributing to significant projects like EAST and ITER [8] - In the first half of 2025, the amorphous industry achieved a new contract amount of CNY 5.89 billion, with revenue of CNY 5.08 billion, a year-on-year increase of 12.88% [9] Group 5: Product Development and Market Trends - The company is actively collaborating with other enterprises and research institutions to develop standards for the amorphous motor industry, which is expected to grow significantly [10] - The powder high-speed steel project has seen a revenue increase of 100% year-on-year, with new contracts amounting to CNY 9.15 billion and operating income of CNY 7.96 billion [11]

证券代码：300316 证券简称：晶盛机电 浙江晶盛机电股份有限公司投资者关系活动记录表 编号：2025-8 | 投资者关系活动 | √特定对象调研 □分析师会议 □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 | | 参与单位名称及 | 参见附件：参会投资者清单。 | | 人员姓名 | | | 时间 | 2025 年 9 月 23 日—24 日 | | 地点 | 杭州 | | 上市公司接待人 | 董事长 曹建伟 | | 员姓名 | 投资者关系 林婷婷 | | | 1、请问公司半导体装备订单情况？ | | | 答：受益于半导体行业持续发展及国产化进程加快，公司半导 | | | 体业务持续发展，截至 2025 年 6 月 30 日，公司未完成集成电路及 | | | 化合物半导体装备合同超 37 亿元（含税）。 | | | 2、公司在半导体设备板块的布局？ | | | 答：在半导体集成电路装备领域，公司实现半导体 8-12 英寸大 | | 投资者关系活动 | 硅片设备的国产化，并延伸拓展至芯片制造和先进封装领域。在化 | | 主要内 ...

Group 1: Wastewater Resource Utilization - Wastewater resource utilization is a core business area, focusing on membrane technology iteration and process innovation [2] - The fifth generation of MBR membrane modules has been developed, with significant breakthroughs in structure and nitrogen removal processes [2] - The Meixi Lake wastewater treatment plant, with a design capacity of 250,000 tons/day, is a representative project, recognized as a national green low-carbon benchmark [2] Group 2: Seawater Desalination - The company is expanding into seawater desalination, previously a minor focus, with current technology matching international leaders [3] - The reverse osmosis membrane products achieve a desalination rate of 99.8%, with annual production capacity reaching 3 million square meters [3] - The Bohai New Area integrated seawater utilization project has a total investment exceeding 500 million yuan, aiming to become a new model for seawater desalination in Hebei Province [3] Group 3: Salt Lake Resource Utilization - Salt lake resource utilization is a new focus area, with the development of specialized adsorbents and integrated technologies [4] - The company has launched projects in Tibet and Qinghai, including a lithium extraction project using titanium-based adsorbents [4] - Future plans include expanding from salt lakes to industrial resource recovery, addressing various raw materials [4] Group 4: Biopharmaceutical Applications - The company has entered the biopharmaceutical sector, developing membranes for protein concentration and virus removal [5] - A professional team has been established, achieving breakthroughs in hollow fiber membrane design and manufacturing [5] - Initial applications include projects in CAR-T cell therapy and traditional Chinese medicine, with high recovery rates reported [5]

编号：2025-008 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他（请文字说明其他活动内容） 活动参与人员 广发证券、杭银理财、华能贵诚信托共计 3 人 上市公司人员 董事会秘书：赵婧；证券事务代表：李林，以及相 关工作人员 时间 2025 年 9 月 23 日(周二) 10:00-11:00 地点 国货航综合办公楼 816 会议室 形式 现场调研 投资者关系活动主 要内容介绍 公司就投资者在本次现场调研中提出的问题进行了 回复： 问题一：请先介绍下公司上半年经营情况，以及上 半年业绩增长的原因？ 答：公司 2025 年上半年实现营业收入 109.35 亿 元，同比增长 21.92%；归属于上市公司股东的净利 润 12.40 亿元，同比增长 86.15%，归属于上市公司 股东的扣除非经常性损益的净利润 11.98 亿元，同 比增长 82.64%。业绩增长的主要原因系公司积极应 对外部环境的扰动，机队规模和航线结构实现扩充 和优化，新增运能有效投入；航空油料综合价格同 比下降，提升了公司的盈利水平；货站板块和地面 | 综合物流板块均 ...

云南铝业股份有限公司投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □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 | 长江证劵、嘉实基金等机构投资者。 | | 时 间 2025 | 年 9 月 24 日上午 | | 地 点 | 云南铝业股份有限公司一楼会议室。 | | 上市公司接待 | 董事会秘书、财务总监：郑利海先生 | | 人员姓名 | 证券事务代表：王冀奭先生 | | | 投资者提出的主要问题及公司回复情况如下： | | | 1.公司如何拓展销售渠道？ | | | 回复：公司持续开拓汽车轻量化、航天航空、电力、国防军工、电 | | | 子等领域的市场渠道，充分发挥绿色品牌效益、规模化效应，加强绿色 | | | 铝营销，加大市场培育力度。 | | | 2.公司再生铝项目情况？ | | | 回复：公司积极拓展再生铝等循环经济业务，阳宗海 万吨铝资源 5 | | 投资者关系活 动主要内容介 | 综合利用项目顺利投产，建成"全自 ...

Group 1: Carbon Fiber Industry Strategy - The company focuses on high-end equipment and advanced composite materials in the carbon fiber industry, aiming for integrated construction of the entire industrial chain [2] - The carbon fiber production line technology is at an internationally advanced level, with a domestic market share exceeding 60% [2] - The goal is to become a world-class provider of new materials and specialized equipment system integration solutions [2] Group 2: Recent Developments in Carbon Fiber - The company has completed the layout of high-end equipment and is expanding in the material and composite fields [3] - The first raw silk production line is in the debugging phase, with expectations for significant cost reductions [3] - The carbonization line's capacity has increased from 3,000 tons to 5,000 tons, with a substantial reduction in energy consumption [3] Group 3: Composite Material Capabilities - The company has established composite material companies in Shaoxing and Wuhan, enhancing its production capabilities [4] - Progress has been made in developing applications such as exoskeleton robots, carbon fiber streetlights, and UAV bodies [4] - Collaborations with other companies aim to build a comprehensive capability in composite material research, manufacturing, and maintenance [4] Group 4: Employee Stock Ownership Plan - In 2024, the company launched its first employee stock ownership plan with performance targets set for 2024-2026 [6] - The first unlock period requires a net profit of no less than 184 million yuan in 2024 [6] - Subsequent unlock periods have cumulative profit targets of 414 million yuan and 713 million yuan for 2024-2025 and 2024-2026, respectively [6] Group 5: Polyester Recycling Production Line - The company is in the trial production phase of a polyester recycling line with a capacity of 50,000 tons [6] - This project aims to achieve a green closed-loop cycle from waste textile PET to regenerated new material PET [6]