Group 1: Business Development and Market Trends - The specialized equipment business has seen stable growth driven by continuous R&D innovation and product upgrades, effectively meeting diverse customer needs and aiding furniture companies in manufacturing upgrades [2][3] - The demand for product processing quality and efficiency from downstream furniture enterprises is increasing, with leading brands requiring comprehensive solutions for production optimization [3] - The company's equipment performance and quality have reached or surpassed that of imported products, with domestic products priced at only 1/2 to 1/3 of similar imported products, indicating a strong trend towards domestic substitution [3] - The overseas sales of specialized equipment have exceeded 25%, reflecting an increasing market share and competitiveness in global markets [3] Group 2: Market Expansion Strategies - The company plans to leverage the demonstration effect of leading domestic furniture brands to actively engage in benchmark customer marketing and develop targeted marketing strategies [4] - There is a focus on expanding the overseas sales network, particularly in Southeast Asia, Europe, and the Americas, by researching product demand and collaborating with professional distributors [4] Group 3: Product Advantages and Innovations - The company offers intelligent workstations and complete smart production line solutions, utilizing algorithm optimization for smart control across various production stages [5] - Recent product innovations include a fully servo-controlled intelligent edge banding machine with a maximum speed of 45m/min and a new intelligent computer panel saw designed for large-scale custom cutting [6] Group 4: Future Development Plans for IDC and Cloud Computing - The company aims to deepen interactions with major telecom operators to explore more collaboration opportunities and enhance customer engagement [6] - There is a focus on expanding the product line and strengthening internal management to optimize resource allocation and improve operational efficiency [6] Group 5: Management and Financial Outlook - The core management team of the company is stable, possessing deep professional knowledge and strong decision-making capabilities, ensuring steady business development [7] - For 2024, the IDC and cloud computing services segment is expected to maintain stable revenue, with a projected goodwill impairment of approximately 19,880 to 12,128 million, leading to a net profit forecast of 18,000 to 23,800 million after excluding goodwill impairment effects [8]

| | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 □业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | √现场参观 □电话会议 | | | □其他： （请文字说明其他活动内容） | | 参与单位 | 西部证券：滕朱军 | | 名称及人 | 招商基金：滕越 | | | 海通资管：罗子博 | | 员姓名 | | | 时间 | 2025年2月20日14:00-16:30 | | 地点 | 宁夏东方钽业股份有限公司 | | 公司接待 | | | 人员姓名 | 副总经理兼董事会秘书：秦宏武；证券事务代表：党丽萍；证券部：孙立喆 | | | 1.参观公司展厅和部分生产车间 | | | 2.公司主要产品有哪些？其主要应用领域有哪些？ | | 投资者关 | 答：公司产品可分为消费电子类：钽粉、钽丝；高温合金类：高温合金添加剂 | | 系活动主 | 用熔炼铌、熔炼钽、钽条和铌条；半导体类：高纯钽靶材；超导材料类：高纯 | | | 超导铌材、铌超导腔等。其中钽粉、钽丝可用于制作钽电容器等产品；熔炼铌、 | | 要内容介 | 熔炼钽主要做为高温合金添加剂；高 ...

深圳市联得自动化装备股份有限公司 投资者关系活动记录表 深圳市联得自动化装备股份有限公司 投资者关系活动记录表 深圳市联得自动化装备股份有限公司 投资者关系活动记录表 | 证券简称：联得装备 | 证券代码：300545 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 券商策略会 | | 参与单位名称及人员 | | | 姓名 | 人 Dragonstone Capital、Capstone Capital、中信建投证券共 5 | | 时间 | 2025 年 2 月 20 日 | | 地点 | 券商策略会现场（香港） | | 上市公司接待人员 | 董事、董事会秘书：刘雨晴女士 | | 姓名 | | | | 一、介绍公司概况 | | | 简要介绍公司及子公司发展历程、主营业务、近年主要经营业绩，公 | | | 司及子公司的核心优势及未来发展规划等情况。 | | | 二、投资者会议问答交流 | | | Q1：公司在海外市场有哪些客户？ | | 投 ...

证券代码：300850 证券简称：新强联 债券代码：123161 债券简称：强联转债 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 | | 类别 | □新闻发布会 □路演活动 | | | ☑现场参观 | | | 其他（电话会议） | | 参与单位名称及 | 中庚基金：杨舜杰、诺安基金：刘晓飞、万家基金：王立晟、 | | 人员姓名 | 人保资产：尹金泽、国盛证券：杨润思、广发证券：王宁 | | 时间 | 2025 年 2 月 20 日 14:00—15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书、财务总监：寇丛梅 | | 员姓名 | 投资者关系管理经理：徐钊阳 | | | 1、公司产品无软带热处理工艺相对于其他工艺的优势有 哪些？ | | | 公司在行业内率先使用无软带热处理工艺，经过多年探索 | | 投资者关系活动 | 研究，加工产品质量稳定，相较于其他加工工艺，无软带热处 | | 主要内容介绍 | 理工艺在原材料的使用选择和每吨单位加工费，具有较强的成 | | | 本 ...

Group 1: Company Overview - Beijing BWS Technology Co., Ltd. is a leading membrane technology enterprise under China Communications Construction Group, holding a 33.40% stake in the company [2] - The company has over 20 years of experience in the environmental water treatment sector, establishing a full industry chain from membrane material R&D to manufacturing and application [2] - BWS has achieved a cumulative treatment capacity exceeding 22 million tons per day, with a market share leading in wastewater resource utilization [2] Group 2: Financial Performance - In the first three quarters of 2024, the company reported a revenue of 4.75 billion CNY, a year-on-year decrease of 11.88% [3] - The net profit attributable to shareholders was -42.94 million CNY, down 110.80% year-on-year, with a non-recurring net profit of -58.22 million CNY, a decline of 148% [3] - The primary reasons for the decline include significant losses from the company's investment in Yunnan Water, which resulted in approximately 200 million CNY loss on the financial statements [3] Group 3: Strategic Initiatives - The company has seen a substantial increase in orders, with EPC new orders reaching 4.9 billion CNY, nearly doubling compared to the same period in 2023 [4] - BOT investment orders increased to 1.2 billion CNY, a 23.5-fold increase from 49 million CNY in the first half of 2023 [4] - BWS is focusing on consolidating its core advantages in wastewater resource utilization and high-quality drinking water while expanding into emerging industries like seawater desalination and lithium extraction from salt lakes [4] Group 4: Accounts Receivable Management - As of the first three quarters of 2024, accounts receivable reached 12.2 billion CNY, an increase of approximately 1.2 billion CNY from the end of 2023 [5] - The company has implemented a series of internal and external strategies to accelerate accounts receivable recovery, including establishing a management process and a rewards mechanism for reducing bad debts [5] - BWS is actively participating in government debt reduction projects and closely monitoring policy developments to enhance communication with clients for faster recovery of accounts receivable [5]

| 研发方向，为用户提供相关齿轮加工、螺纹加工、花键加工 | | | | --- | --- | --- | | 刀具和量检具产品是公司的主业，公司已为国内汽车核心零 | | | | 部件、智能驱动、风电设备、工程机械等领域众多先进终端 | | | | 用户提供这类产品。齿轮加工主要有滚齿加工技术和车齿加 | | | | 工技术，目前公司给此领域相关客户开发及提供主要为齿轮 | | | | 刀具，用于加工总成中内齿圈的内齿结构加工和行星滚柱两 | | | | 端的直齿结构加工。目前相关客户仅处于出样试制阶段，相 | | | | 应刀具需求量不大，此领域业务收入对当期营业收入影响极 | | | | 小；总成中螺母的内螺纹结构加工，也有客户提出开发相应 | | | | 的丝锥产品进行粗加工或半精加工需求，公司也在做相应的 | | | | 产品开发与试制；另外客户也提出对相关齿轮、螺纹进行检 | | | | 测的需求，目前相关量检具产品也处于初期开发、试制阶段， | | | | 高精度量检具产品是公司的强项，公司建立了 | CNAS | 检测实 | | 验室，主持修制定多项量检具产品国家标准、行业标准。由 | | ...

证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 投资者关系活动记录表 编号 2025-001 | | 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 | | 参与单位名 | 建信基金、中邮基金、中信保诚基金、源峰基金、浙商证券、民生证券、 | | 称 | 太平洋证券、浙商资管、高致投资、浦银理财、西南证券 | | 时间 | 年 月 日 2025 2 20 10:00-11:30 | | 地点 | 公司会议室 | | 上市公司接 | 董事会秘书、财务负责人：谭周旦 | | 待人员姓名 | 证券事务代表：刘佳佳 | | | 一、介绍公司基本情况 | | | 二、互动问答 | | | 1、目前公司产品出货周期是怎么样的？ | | | 目前公司 LED 驱动电源产品能做到 2 周出货，储能逆变器产品 1 个半月左 | | | 右。 | | 投资者关系 活动主要内 | 2、美国对中国商品加征 10%关税对公司有影响吗？ | | 容介绍 | 中国作 ...

Group 1: Performance Forecast and Growth Drivers - The company's 2024 performance is expected to grow due to product structure optimization, with an increasing share of smart cockpits and large-size businesses [2] - The penetration rate of the new energy vehicle industry continues to rise, leading to rapid growth in vehicle-mounted business revenue [2] - The consumer electronics market is gradually recovering, contributing to the revival of the company's consumer electronics business [2] - Continuous cost reduction and efficiency improvement efforts are enhancing the company's profitability [2] Group 2: Vehicle Display Business Progress - As a leading company in Mini-LED vehicle backlight display technology, the company has established strong partnerships with well-known tier 1 clients and end vehicle customers [2] - Recognition from domestic and international clients is positively impacting the vehicle-mounted business, facilitating market expansion and technological upgrades [2] - The company aims to focus on the development of vehicle display business to enhance its core competitiveness [2] Group 3: Future Development Plans - The company will maintain a high-quality long-term development strategy based on profitability and profit goals [3] - Emphasis on a "technology-driven" business philosophy, focusing on core products and increasing R&D investment [3] - The company has laid out a full range of Mini-LED applications and is actively developing Micro-LED technology, along with related patent reserves [3] - The company is also preparing ultra-narrow bezel technology related to OLED panels to enhance product reliability and integration [3]

编号：2025-001 | | √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 | | | | □新闻发布会 □路演活动 | | | 动类别 | □现场参观 □其他 （请文字说明其他活动内 | | | | 容） | | | 参与单位名称 | 中信证券 董军韬、李湉漪 国泰基金 杨衍嘉 | | | 及人员姓名 | | | | 时间 | 2025 年 2 月 20 日 | | | 地点 | 公司会议室 | | | 上市公司接待 | 张峰、赵磊 | | | 人员姓名 | | | | | 一、简单介绍一下 年行业及公司运营情况 2024 | | | | 受宏观经济形势、新能源汽车补贴及以旧换新补贴政策等多方 | | | | 面因素影响，2024 年客车行业总体呈现增长态势。根据公司 | | | | 已披露的产销快报显示，公司 2024 年累计销售客车 | 11,409 | | | 辆，同比增长 51.49%。其中大型车 6,310 辆，同比增长 | 47.57%； | | | 中型车 辆，同比增长 76.36%， 轻型车及物流车 4,095 ...