证券代码：002277 证券简称：友阿股份 湖南友谊阿波罗商业股份有限公司投资者关系活动记录表 编号：2025-003 | | √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 | 申万姚宏福、建信养老官忠涛、信达澳银李博、西部利得冯皓 | | | 琪、合晟资产陆志锋、华创证券董智薇、华创证券姚婧、国金 | | | 基金张博特、国金基金赵晋萱、国金基金潘文玮 | | 时间 | 2025 年 2 月 19 日（星期三） | | 地点 | 公司会议室 | | 上市公司接待人 | 公司董事会秘书陈学文先生 | | 员姓名 | 公司证券事务代表高晟女士 | | 形式 | 线下交流 | | 交流内容及具体 | 1、请介绍关于公司主业经营情况和关于近期跨界并购半导体 公司概况。 | | | 答：公司于 2009 年在深圳证券交易所上市，当时在资本 | | | 市场获得了广泛关注。近年来，随着网络零售的兴起和消费者 | | | ...

Group 1: Industry Trends and Competitive Advantages - The company views environmental packaging and digital transformation as key drivers for the corrugated packaging industry due to increasing awareness of green practices and intensified market competition [1][2] - Competitive advantages include: 1. Standardized factory management and effective group and refined management reducing operational costs [2] 2. High brand recognition of "Hexing" and a loyal customer base [2] 3. Nearly 60 production bases nationwide, making it the packaging enterprise with the most locations in the industry [2] 4. Strong technical and R&D capabilities in corrugated packaging [2] 5. A pool of skilled technical and management personnel accumulated over 30 years of development [2] Group 2: Financial Management and Market Strategies - The company plans to adjust the convertible bond conversion price to 3.28 CNY/share effective December 26, 2024, based on shareholder approval [3] - The company maintains a stable cash flow and strong creditworthiness, ensuring repayment capabilities for the convertible bonds [3] - Market value management strategies include high cash dividends, multiple share buybacks, and improved information disclosure [4] Group 3: Customer Relations and Market Expansion - The company's clients span various sectors, including home appliances, IT, food and beverages, daily chemicals, pharmaceuticals, and furniture [5] - The company focuses on maintaining existing customer relationships while actively exploring new markets and potential clients, enhancing technical capabilities and market competitiveness [5] - The company is monitoring industry developments for potential investment and acquisition opportunities, with plans to comply with legal disclosure requirements if such opportunities arise [5]

Group 1: Company Operations and Market Position - The cabinet rental rate is influenced by data center location, quality, customer needs, and market changes, with a stable rental rate due to the company's advantageous location [1] - The company is actively exploring the impact of DeepSeek on its business and has deployed DeepSeek-R1 models on its general computing power platform for customer experience [1] Group 2: AI Application and Development - The company aims to validate the adaptability of domestic computing power for state-owned enterprises' AI application needs, providing secure and efficient intelligent solutions [2][3] - DeepSeek's emergence is expected to significantly influence the AI sector, promoting local deployment and reducing energy consumption in IDC operations [3] Group 3: Project Development and Future Plans - The construction of the "Fangheng Technology Supercomputing and Financial Cloud Computing Base Project" is progressing as planned, with the main structure completed [3] - The project is anticipated to enhance the company's data center operational scale and comprehensive computing power service capabilities [3] Group 4: Data Asset Services - The company provides data asset registration consulting services, assisting government departments in utilizing public data resources [4] - Current clients include Tianjin Binhai Smart Group, Henan Jiyun Smart Technology, and Beijing New Energy Vehicle Co., with a focus on expanding government and state-owned enterprise clients [5]

证券代码：300246 证券简称：宝莱特 广东宝莱特医用科技股份有限公司投资者关系活动记录表 编号：20250201 | |  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 | 路演活动 新闻发布会  | | | | | | | | 现场参观 | | | | | | | | 其他 | | | | | | | 时间 | 2025 年 月 日、2025 年 2 19 | 2 | 18 | 月 | 日 | | | 地点 | 深圳市宝原医疗器械有限公司会议室、腾讯会议 | | | | | | | 参与单位名称 | 深圳创华投资：李军辉 | | | | | 中信证券：纪敏 | | | 华安证券；喻明 | | | | | 国诚投资：相健 | | | 恒江联合投资：周泽翊 | | | | | 作为科技：肖冬军 | | | 深圳友博私募：邓家淇 | | | | | 汇金并购：李绍武 | | | 幸福阶乘(香港)基金：张东晓 | | | | ...

Group 1: Company Overview and Strategic Direction - Anhui Fuhuang Steel Structure Co., Ltd. is focusing on the integration of information technology, digitalization, and intelligent management to enhance operational efficiency and management standards [2][3]. - The company aims to achieve high-quality development through the "two integrations" of digitalization and management innovation, benchmarking against leading enterprises [3]. Group 2: Technological Advantages - The company has established a strong technical team and an integrated technology system for prefabricated steel structure buildings, holding numerous industry patents and awards [4]. - Fuhuang Steel Structure has been recognized as a national technology center and has developed leading new products and processes in the steel structure sector [4]. Group 3: M&A Strategy - The acquisition of Zhongke Vision is a strategic move towards transforming the company into a new productivity model, opening a second growth curve in the high-speed vision sector [5]. - The high-speed vision industry is expected to grow steadily, driven by advancements in artificial intelligence, which will enhance the company's growth and transformation capabilities [5]. Group 4: Zhongke Vision's Market Position - Zhongke Vision specializes in high-speed visual perception and measurement technology, with proprietary technology for high-speed imaging systems [6]. - The company is positioned in the second tier of the global high-speed vision market, closely competing with first-tier leaders, indicating strong market competitiveness [6]. Group 5: M&A Progress - Since the announcement of the transaction, the company has been actively collaborating with intermediaries to conduct due diligence, audits, and evaluations, with all related work progressing smoothly [8].

Group 1: Company Advantages in the Concrete Admixture Industry - The company is a leading enterprise in China's concrete admixture industry, possessing strong brand recognition and loyalty, which enhances its bargaining power and attracts more customers [2] - The company has multiple production bases nationwide, allowing for better market coverage and rapid response to market demands, thereby increasing market share [2][3] - Scale production reduces costs and improves efficiency, contributing to competitive pricing [2] - The company has a dedicated research institution backed by a strong innovation foundation, enhancing product development capabilities [2] - Advanced R&D capabilities and an excellent technical service team enable the company to continuously launch high-performance and environmentally friendly products, improving market competitiveness and reducing production costs [3] Group 2: National Layout Strategy - The nationwide layout of production bases allows for better market coverage and quick response to customer needs, which enhances market share [3] - Proximity to customers reduces transportation costs and enables tailored solutions to meet specific client requirements [3] - Familiarity with local materials allows for efficient design and formulation based on regional material properties, ensuring customer satisfaction [3] Group 3: New Energy Vehicle Testing Business - The company has obtained authorized laboratory qualifications from two automotive manufacturers, providing testing, data, and reporting services to their suppliers, which has led to new business growth [3] - The company is actively seeking partnerships with more new energy vehicle manufacturers to expand its authorized laboratory qualifications and services [3] Group 4: International Market Expansion - The company is accelerating its internationalization strategy in the concrete admixture new materials sector, achieving significant results in multiple countries [3] - In 2023, the company successfully completed the construction and operation of a concrete admixture industrial base in Laos, serving as a hub for expanding into Southeast Asian markets like Thailand and Vietnam [3] - The company leverages its technological innovation and service experience to explore new cooperation models and steadily expand its overseas market presence [3]

公司旗下农产品批发市场以租金、管理费、佣金及停车费构 成主要收入来源。上述费用采用市场化定价机制，其标准与所在 区域的经济发展水平、消费能力及市场自身运营情况直接关联， 同时受属地市场竞争格局影响。具体租金调整将综合考量租期约 定、市场运营实况及区域经济环境等多维度因素。 2.公司未来的农批布局规划 证券代码：000061 证券简称：农产品 编号：2025-001 深圳市农产品集团股份有限公司投资者关系活动记录表 | 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（请文字说明其他活动内容） | | | 形式 | 现场 ☐网上 电话会议 | | | 参与单位名称及人员姓名 | 兴证基金 邓荃文、张晓峰、谢长雁（电话会议） | 1. | | | 南方基金 赵舜（现场调研） | 2. | | 时间 | 2025 年 2 月 18 日 15:00-16:00； | 1. | | | 年 月 日 10:00-11:00。 2025 2 ...

Group 1: Company Overview - The company is recognized as a "national manufacturing single champion" for high-performance sintered NdFeB permanent magnets used in new energy vehicles [3] - The company has established extensive business relationships with leading users in the wind power generation, energy-saving motors, robotics, and smart consumer terminal industries [3] Group 2: Market and Customer Insights - The company has a balanced customer structure, primarily focusing on the automotive market, especially energy-saving and new energy vehicles, with an average coverage rate of 90% for the top 10 international automotive brands and top 5 domestic brands [2] - The company has a 100% coverage rate for the top 5 global EPS brands and top 5 variable frequency air conditioning compressor brands [2] Group 3: Product Development and Strategy - The company is actively engaged in the humanoid robot sector, collaborating with multiple downstream customers for joint development and sample supply [2] - The company adopts a customer-oriented pricing model, focusing on customized non-standard products with a cost-plus pricing strategy [5] Group 4: Operational Efficiency - The company employs a procurement model that combines strategic and dynamic purchasing to ensure stable supply of raw materials, supporting normal production operations [6] - In 2024, the company achieved a 22% year-on-year increase in product sales, marking seven consecutive years of growth [7] Group 5: Regulatory Environment - The newly proposed management measures for rare earth mining and separation are seen as beneficial for the protection and rational development of rare earth resources, promoting high-quality development in the rare earth industry [8]

Company Overview - Sdik is a leading manufacturer specializing in adhesives and functional coating composite materials, with capabilities in self-developed coating raw materials and synthesis [2] - The company has a strong focus on innovation, precision manufacturing, and rapid market response, providing high-quality functional coating composite materials for various markets including optics, new energy vehicles, and microelectronics [2] Technology Advantages - In the foldable screen sector, Sdik has leveraged its partnerships with leading clients to develop multi-layer flexible optical materials, breaking international monopolies and addressing industry challenges such as visible creases and adhesive detachment [3] - For MLCC release films, Sdik offers high cleanliness production environments and high-quality PET base films, establishing solid relationships with key industry clients [4] - In the new energy vehicle sector, Sdik's self-developed materials like ear glue tape and aerogel packaging films enhance battery safety by preventing thermal runaway and improving fire resistance [5] - Sdik has made significant advancements in AR glasses, transitioning from single-layer to multi-layer delivery of optical materials, and collaborating with North American clients for core material development [6] Equity Incentive Plan - In 2024, Sdik launched a new equity incentive plan granting 2,221,971 restricted stocks to 102 individuals, representing 0.49% of the total share capital [7] - The performance targets for the incentive plan are ambitious, with revenue growth rates set at no less than 40%, 75%, and 120% for the years 2025-2027 [7][8] - The company acknowledges the challenges of meeting these targets but remains optimistic due to its strong market planning and performance across multiple business segments [8]