Group 1: Company Overview - The company focuses on differentiated product strategies in the PCB market, primarily serving communication devices, data centers, and automotive electronics [2] - The revenue from AI-driven servers, data storage, and high-speed network infrastructure in 2024 is approximately CNY 10.093 billion, with AI servers and HPC-related PCB products accounting for 29.48% [3] - The automotive PCB revenue in 2024 is around CNY 2.408 billion, with emerging automotive products like millimeter-wave radar and HDI-based autonomous driving assistance making up 37.68% [3] Group 2: Business Strategy - The company emphasizes long-term sustainable growth by maintaining a balanced customer base and focusing on major clients [4] - Investment in technology and innovation is prioritized to adapt to market demands, particularly in high-density integration and high-speed signal transmission [4] - The company aims to enhance resilience and competitive advantage through diversified customer structures and supply chain flexibility [4] Group 3: Production Capacity and Investment - Increased demand for high-end products in AI-driven servers and data storage has led to a supply shortage, prompting the company to invest in key processes [5] - Cash flow for capital expenditures in Q1 2025 was approximately CNY 658 million, reflecting the company's commitment to expanding production capacity [5] Group 4: Thailand Factory Development - The company is transitioning its Thailand production base from trial production to mass production, aiming for efficiency and quality by Q2 2025 [6] - Cost control measures and risk management strategies are being implemented to ensure operational profitability during the initial phases of production [6]

证券代码：000750 证券简称：国海证券 国海证券股份有限公司投资者关系活动记录表 编号：2025-02 | | √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 （请文字说明其他活动内容） | | 活动参与人员 | 华创证券研究所刘潇伟先生、杜婉桢女士，金鹰基金吴可娇 女士，国寿安保基金黄山颖先生，苏州银行王春雪女士，工 银瑞信基金王君颜女士，长城基金周伟航先生，中信保诚基 | | | 金侯伊姗女士，兴业基金李钧帆先生 | | 时间 | 2025 年 5 月 13 日下午 14:00-16:00 | | 地点 | 广西壮族自治区南宁市滨湖路 46 号国海大厦四楼会议室 | | 形式 | 现场会议、线上会议 | | 公司接待人员 | 公司党委副书记、总裁度万中先生，合规总监兼董事会秘书 | | | 覃力先生，财务管理部总经理黄学嘉女士，法律合规部副总 | | | 经理李洪艳女士，证券事务代表易涛先生等。 | | 交流内容及具体 | 详见附件。 | | 问答记录 ...

证券代码：300963 证券简称：中洲特材 编号：2025-001 Q9：高温合金和金属基复合材料行业技术更新换代较快，公 司如何跟踪和应对行业内的技术变革？ 公司及子公司均为国家高新技术企业，配置有专业的研 发部门及实验室。公司与上海交大材料学院联合组建了高端 金属特材及制品联合研究中心，公司十分重视技术研发及新 品开发，紧贴市场需求，积极应对行业内的技术变革。 Q10：江苏新中洲二期、三期项目已投产，新增产能是否已转 化为订单？ 公司正紧紧围绕装备优势精准定位，抓好市场开发，合 理做好生产要素配置，全力释放生产产能。江苏新中洲二期、 三期项目规划具有一定的前瞻性，目前部分新增产能已转化 为订单。 上海中洲特种合金材料股份有限公司 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 | | | | | （请文字说明其他活动内容） □其他 | | | | 参与单位名称 及人员姓名 | 第一场：特定对象调研 ...

证券代码： 001267 证券简称：汇绿生态 汇绿生态科技集团股份有限公司投资者关系活动记录表 亿，净利润 6,566.32 万，净利润率 11.19%，毛利率 26.57%。2025 年第一季度财务报表包含武汉均恒2月3月财务数据，谢谢关注！ 2、现在 ai 增长对光模块市场增长很快，1.5 年就升级一代光模 块；请问是否有观察到传统海外云计算市场的复苏和升级，按理 3 年左右维度，400g 从 2022 年批量上，现在理论上也应该到 800g，想看是否这块市场启动也带动了今明高速光模块的增长。 云计算的升级可能什么时间点会看的更明确 尊敬的投资者您好！目前北美 800G 市场的预测大幅超出之 前的行业预期，最主要的原因就是传统的数据中心整体升级，而 绝大部分的升级都是基于 800G 的方案，同时推理需求也进一步 推动了 800G 的网络建设。从预测看，北美 2025/2026 两年的需 求乐观，下半年会更准确，但现在趋势已经非常明显。谢谢关注！ 3、领导，您好！我来自四川大决策，财报显示应收账款账龄 1 年以上的占比超 50，坏账计提比例是否充分？ 尊敬的投资者您好！在坏账计提上，公司已按照企业会计准 则 ...

证券代码：002916 证券简称：深南电路 深南电路股份有限公司投资者关系活动记录表 编号：2025-18 | 投资者关系 | √特定对象调研 □分析师会议 □现场参观 | | | --- | --- | --- | | 活动类别 | □媒体采访 □业绩说明会 □新闻发布会 | | | | □路演活动 √其他 （ 券商策略会 ） | | | 活动参与人 | 华富基金、国泰海通、太平洋保险、睿远基金、中财投资、中国人寿、国融证券、宏鼎财 | | | 员（排名不 | 富管理、新华股份、国信证券、世纪证券、上海南土、博衍私募、中信建投证券、汇添富 | | | 分先后） | 基金、南方天辰、涌乐私募、中信资管、中信证券、国金证券、国投证券 | | | 时间 | 2025 年 5 月 13 日 | | | 形式 | 实地调研 | | | 投资者关系 | | | | 活动主要内 | | Q1、请介绍公司 2025 年第一季度 PCB 业务经营拓展情况。 | | 容介绍 | 公司在 业务产品下游应用以通信设备为核心（覆盖无线侧及有线侧通信），重点布 PCB | | | | 局数据中心（含服务器）、汽车电子（聚焦新能源和 A ...

Group 1: Financial Performance - In 2024, the company achieved operating revenue of 169,896.25 million, a year-on-year increase of 113.70% [3] - The net profit attributable to shareholders was 3,069.92 million, a decrease of 91.01% compared to the previous year [3] - In Q1 2025, the operating revenue was 43,809.96 million, up 139.20% year-on-year, with a net profit of 560.00 million, down 90.24% year-on-year but turning profitable compared to the previous quarter [3] Group 2: Business Development and Projects - The company secured over 20 billion in new orders for energy storage in 2024, including a contract worth 41,400 million for the "Chabei Management Area (300MW/1.2GWh) independent energy storage power station project" [3][5] - The company has a total of 412 authorized patents as of the end of 2024, including 49 invention patents and 329 utility model patents [4] Group 3: Strategic Focus and Future Plans - The company aims to enhance its industrial layout across "new energy + semiconductor" sectors, focusing on lithium batteries, semiconductors, energy storage, hydrogen energy, and robotics [5] - The company plans to continue developing core technologies in PEM electrolyzers and hydrogen production systems [3][5] Group 4: R&D and Innovation - In 2024, the company emphasized R&D in new ceramic materials, dry film systems, and automated closed-loop systems, among others [6] - The company launched experimental "slit-type desktop coating machines" to meet the needs of semiconductor packaging processes [6] Group 5: Market Challenges and Responses - The company noted that its overseas sales proportion is small, and current trade restrictions on lithium battery equipment do not significantly impact its business [2] - The decline in gross margin is attributed to changes in product structure, with energy system business revenue rapidly increasing to 71.62% of total revenue, while new businesses are still in the cultivation stage [6]

证券代码：301009 证券简称：可靠股份 杭州可靠护理用品股份有限公司投资者关系活动记录表 编号：2025-002 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 通过全景网网络平台参与 2025 年浙江辖区上市公司投资者网上集体接 待日暨 2024 年度业绩说明会的投资者 时间 2025年5月13日（周二） 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 上市公司参与 人员姓名 董事长、总经理兼董事会秘书（代行）：金利伟 独立董事：肖炜麟 副总经理兼财务总监：李超楠 保荐代表人：庞燎源 投资者关系活 动主要内容介 绍 公司于 2025 年 5 月 13 日(周二)下午 15:00-17:00 在全景网平台参 加了"2025 年浙江辖区上市公司投资者网上集体接待日暨 2024 年度业 绩说明会"，主要问答情况如下: 1、想请问，贵司 2024 年线上 GMV 超过 7000 万元且同比增长超 20%， 在抖音、快手等内 ...

Group 1: Financial Performance - In Q1 2025, the company's natural gas production increased by 129%, and sales volume rose by 143%, leading to a revenue growth of 156% year-on-year [21] - The net profit attributable to shareholders in Q1 2025 was 20.93 million yuan, marking a turnaround from previous losses [21] - The company aims to achieve a daily production target of 3.2 million cubic meters by the end of 2025, with an annual production forecast exceeding 900 million cubic meters [22] Group 2: Operational Strategy - The company plans to enhance production capacity through ongoing natural gas exploration and development, targeting a significant increase in output [3][6] - Cost reduction strategies include optimizing deep coalbed methane development and improving infrastructure to lower operational costs [3][6] - The company is focused on expanding its downstream sales business to match increased production with better pricing for customers [3] Group 3: Market Outlook - China's natural gas consumption in 2024 was 426.05 billion cubic meters, reflecting an 8% year-on-year increase, with a projected growth of over 6% in 2025 [5] - The domestic market is expected to benefit from improved pipeline connectivity, with over 2,000 kilometers of new gas pipelines anticipated by 2025 [5] - The company recognizes the importance of natural gas in achieving carbon neutrality goals, reinforcing its market position [5] Group 4: Challenges and Risks - The company faces challenges related to non-cash costs impacting cash flow, such as asset depreciation and amortization [3] - There is a need to manage the risks associated with increasing accounts payable, which grew by approximately 800 million yuan in 2024 [10] - The company is aware of potential market risks and is implementing strategies to mitigate price volatility and supply chain uncertainties [8]

理工光科投资者关系活动记录表（2025 年度） 证券代码：300557 证券简称：理工光科 编号：2025-002 | |  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 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | 参与单位名称及 | 申万宏源证券何佳霖和李蕾、中信证券胡彬、广发证券朱宇航等 | | 人员姓名 | 四人（排名不分先后） | | 时间 | 2025 年 5 月 13 日（星期二） 14:00-15:00 | | 地点 | 理工光科 708 会议室 | | 上市公司接待人 | 证券事务代表：范洪汝 | | 员姓名 | | | | 一、公司情况介绍 | | | 介绍公司概况、技术与产品、典型解决方案、未来发展基础及 展望等。 | | | 二、问答 | | | 1、公司介绍的光纤光栅技术与分布式技术有什么区别？ | | | 目前，产业化应用最为广泛的光纤传感技术主要有光纤光栅 | | 投资者关系活动 | 传感技术、分布式光纤测温技术、分布式光纤振动测量技术三种， | | 主要内容介绍 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, recognized as a high-tech enterprise and a "specialized and innovative" small giant [3] - The company achieved a revenue of CNY 1.402 billion in 2024, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% compared to the previous year [3] - In Q1 2025, the company reported a revenue of CNY 348 million, a 40.28% increase year-on-year, with a net profit of CNY 40 million, up 14.42% from the same period last year [3] Group 2: Future Growth Strategies - The company's future revenue growth will primarily come from three areas: international expansion, product diversification, and technological advancements [3] - In 2024, overseas sales generated CNY 327 million, a staggering growth of 399.37% compared to 2023 [3] - Revenue from other smart hardware reached CNY 142 million in 2024, reflecting a 21.70% increase from 2023, showcasing the success of the company's product diversification strategy [3] Group 3: Market and Product Insights - The company is focusing on overseas markets, with significant sales in Africa and ongoing efforts for product certification and promotion in Europe and the United States [4] - The disparity between profit and revenue growth in Q1 2025 is attributed to the rapid revenue increase from smart sleep terminals and smart travel components, which affected overall gross margin [4] - The company plans to enhance internal control and optimize resource allocation to align profit and revenue growth as business scales [4] Group 4: Product Development and Domestic Market - The smart sleep terminal, primarily sold overseas, is designed to improve sleep quality without altering existing home decor [4] - The company aims to explore partnerships with domestic brands based on customer needs and industry trends [4]