证券代码：300016 证券简称：北陆药业 债券代码：123082 债券简称：北陆转债 2025 年 2 月 18 日投资者关系活动记录表 1 的影响。 Q2、医未医疗的业务开展情况 参股公司深圳市医未医疗科技有限公司是国家级专精特新 "小巨人"企业，是中国唯一全面覆盖脑部疾病早期筛查、精准诊 断和康复训练治疗全流程的脑科学医疗 AI 企业，也是目前中国唯 一在神经退行性疾病及脑血管疾病双领域中均获批 NMPA 三类证 的脑科学人工智能企业。医未医疗的核心产品聚焦卒中、阿尔茨海 默病、认知症、青少年发育障碍等脑部疾病，围绕政府端高效认知 筛查和医疗机构临床的决策端与治疗端解决全流程的卡脖子难题， 产品技术已成功应用于脑病筛查、诊断和康复治疗等各环节并形成 一套完整的价值闭环，广泛服务头部三甲医院重点医院及基层医 院、体检机构、康养机构、政府单位、院校等不同客户，在脑部认 知疾病智能筛查诊疗领域处于领先地位。其产品包括： - 全球首款应用于 AD 早期诊断的 AI 医疗软 件，已取得国家药品监督管理局 III 类证书及 CE 认证，系国内唯 一国际国内双认证的断 AD 的影像 AI 产品。 - 脑卒中急性期一站 ...

证券代码：002958 证券简称：青农商行 | 投资者关系活动类 |  特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 别 | □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 | 浙商证券李超、于科、徐安妮、费瑾、王瑞明、刘子源，国寿资产龚诚， | | | | 员姓名 | 富国基金魏明湖、潘逸君，嘉实基金洪流、刘绍林、陈秋媛，银华基金伍 | | | | | 威，交银基金柳轩，光大理财周观平 | | | | 时间 | 2025 年 月 19 | 2 | 日上午 | | 地点 | 本行 4 楼会议室 | | | | 上市公司接待人员 | 本行高管及相关部门人员 | | | | 姓名 | | | | | | 1.贵行如何展望后续零售存款增长？ | | | | | 答：2025 年，我行将持续聚焦客群精细化经营策略，深耕零售主力客 | | | | | 提升；同时， 群，继续做好分户管户和分群营销，实现零售客户数量、AUM | | | | | 积极创新存款产品、优化服务模 ...

| 投资者关系活动 | ☑特定对象调研 □分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | | 类别 | □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、线上调研 | | | | | | 参与单位名称及 | 华福证券、长江证券、申万宏源证券、南方基金、平安养老、 华夏基金、华商基金、泰康资管、浦银安盛基金、摩根基金、 | | | | | | 人员姓名 | 东吴证券、广发基金、国寿安保基金、中泰证券、光大保德信 | | | | | | | 基金、北京谦和资产、中国人保资产、混沌投资、景林资产、 | | | | | | | 平安资产等 | | | | | | 时间 | 年 月 日-2025 月 2025 2 2 | 12 | 年 | 19 | 日 | | 地点 | 券商策略会、公司会议室、线上会议 | | | | | | 上市公司接待人 | 董事会秘书 戴勇斌 | | | | | | 员姓名 | 中坚科技智能创新研究院院长 黄一洺 一、风 ...

Group 1: Power Generation and Pricing - The company's controlled power generation for 2024 is projected to be 60.15 billion kWh, representing a year-on-year increase of over 17% [1] - The increase in power generation is primarily attributed to new projects, including gas power generation in Hefei and coal power generation in Xinjiang, which are expected to contribute significantly to the overall output [1] - The annual trading electricity price in Anhui Province is expected to decrease slightly by over 0.02 CNY/kWh in 2025 [1] Group 2: Coal Supply and Taxation - The expected structure of coal supply is anticipated to remain stable, with long-term contracts and market structure maintaining their respective proportions year-on-year [2] - New power plants in Xinjiang benefit from three tax exemption policies, with the income tax rate expected to be 15% after the exemptions end [2] Group 3: Ongoing Projects and Market Operations - The company has three major projects under construction: Qianyingzi Coal Power Phase II (1,000 MW) expected to be operational this year, a large-scale photovoltaic project in Xinjiang aiming for full capacity connection by Q3, and a wind power project in Suzhou expected to achieve full capacity by the end of the year [2] - The trial operation of continuous spot market settlement began this month, with the proportion of spot electricity expected to be significant [2] - The auxiliary service revenue for 2024 is projected to be slightly over 1.2 billion CNY, primarily from peak-shaving auxiliary services [2]

Company Overview - Shenzhen LianDe Automation Equipment Co., Ltd. has over 20 years of experience in the semiconductor display equipment industry, achieving significant technological integration and product quality [2][3] - The company has established long-term stable partnerships with renowned clients such as Bosch, BOE, and Apple, enhancing its reputation in the industry [2] Competitive Advantages - The company leverages its industry experience, R&D innovation, brand strength, comprehensive service capabilities, and customer resources to achieve stable growth in operational scale and performance [3] - It maintains a strong product development and manufacturing capability, positioning itself at the forefront of the industry [2] Future Development Plans - The company plans to enhance R&D in semiconductor display module equipment, automotive intelligent cockpit systems, semiconductor packaging and testing equipment, and new energy equipment [4] - It aims to explore emerging markets for flexible display module equipment and Mini/Micro LED devices, while increasing R&D efforts in these areas [4] Supply Chain and Product Offerings - The company provides comprehensive solutions for the folding screen supply chain, having secured sales orders and shipments in the related niche market [5] - In the semiconductor sector, it produces advanced packaging and testing equipment, including COF flip chip machines and AOI inspection machines, with several products already in mass production [7] R&D Approach - The company adopts a self-research model, supported by a stable and innovative professional R&D team, ensuring a robust innovation system and intellectual property protection [8] - It combines customer-driven customized R&D with forward-looking industry research to meet market demands effectively [9]

证券代码：300806 证券简称：斯迪克 2025-011 江苏斯迪克新材料科技股份有限公司 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（电话） 参与单位名称及人 员姓名 山东嘉信私募基金管理有限公司，1 人。 时 间 2025 年 2 月 19 日 地 点 江苏省太仓市青岛西路 11 号 上市公司 接待人员姓名 董事、财务总监、董事会秘书（吴江） 投资者关系活动主 要内容介绍 一、公司整体情况介绍： 斯迪克是一家专注于全品类功能性涂层复合材料研发、生产、销售 的膜材料供应商，是国内少数和同行业全球标杆企业（3M、日东、德莎） 一样具备涂布原料自行开发、合成能力的领先厂商。产品涵盖功能性薄 膜材料、电子级胶粘材料、热管理复合材料、薄膜包装材料及高分子聚 合材料。除薄膜包装材料外，公司其他产品可广泛应用于消费电子制造 领域，以实现智能手机、平板电脑、笔记本电脑、可穿戴设备等产品各 功能模块或部件之间粘接、保护、防干扰、导热、散热、防尘、绝缘、 导电、标识等功能。依托于高水平的胶水自制能力、产业链垂直整合能 力 ...

1 | 2、公司产品出口情况如何？主要出口到哪些区域？ | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 公司的出口业务主要通过集团旗下的重汽国际公司予以 | | | | | | | | 实现，该公司已连续 | 年保持行业第一。2024 | 年公司产品 | 19 | | | | | 出口占总销量的近五成，2025 | 年一月份依然保持良好态势。 | | | | | | | 产品的主要出口区域是非洲、东南亚、中东等市场，同时在 | | | | | | | | 战略新兴市场实现突破。 | | | | | | | | 公司将持续借助重汽国际公司加大对潜力市场和区域的 | | | | | | | | 开发拓展，创造新的增量，从而对公司的销量形成强有力的 | | | | | | | | 支撑。 | | | | | | | | 3、请问公司的新能源重卡经营情况怎么样？ | | | | | | | | 根据第一商用车网数据，2024 | 年，我国新能源重卡市场 | | | | | | | 累计销量 | 万辆，同比大增 | 140%。2025 | 年 | ...

Group 1: Market Expansion and Customer Base - The Thai factory primarily produces cleaning pumps and automotive motor products, which have low shipping costs and tariff barriers, allowing for a global market reach [2] - The company aims to continuously invest in overseas markets to meet international demand and increase customer support ratios [2] Group 2: Profitability and Cost Structure - The ADAS active perception cleaning system has a higher value compared to traditional systems, but initial production volumes are low, impacting overall cost structure [3] - Future gross margin will depend on market scale and production volume, with expectations of stable and competitive margins as production increases [3] Group 3: Strategic Outlook on Mergers and Acquisitions - The company views overseas mergers and acquisitions as a strategic means to expand international markets and enhance competitiveness, while remaining open to suitable opportunities [4] Group 4: Technological Development - ADAS sensor cleaning products utilize various cleaning methods, including liquid, gas, and gas-liquid mixed cleaning, with the latter offering superior cleaning effects but at a higher cost [4] - The company possesses the capability to support all mentioned technological solutions [4] Group 5: Market Trends in Automotive Components - The market for automotive seat motors is expected to grow due to the increasing popularity of electric vehicles and consumer demand for enhanced comfort and functionality [5] - Emerging applications, such as smart cockpits, will drive further growth in this sector [5] Group 6: Product Penetration and Revenue Contribution - The company has expanded its charging door product to other automotive manufacturers, increasing its customer base [6] - The revenue contribution from the self-developed harmonic field motor technology is currently small, but the company plans to adapt this technology to more fields to enhance overall profitability [6]

Group 1: Tire Mould Business - The company holds a significant market share in the mid-to-high-end tire mould market, with potential for further growth despite fluctuations due to economic conditions and industry trends [2] - The gross margin for tire mould products is influenced by various factors including product specifications, complexity, and order cycles [2] Group 2: Gas Turbine Business - The gas turbine business is expected to maintain growth, with a full order book for the year 2024, driven by strong market demand [2] Group 3: Machine Tool Business - The machine tool business is in a developmental phase with high R&D investment and low profit margins; however, it has seen good revenue growth from January to September 2024 [3] - The company focuses on multi-axis composite processing machine tools, offering a range of products including five-axis machining centers and customized services [3][4] Group 4: Sales and Distribution - The machine tool business plans to adopt a combination of distribution and direct sales models [4] - The company collaborates with various domestic and international firms for CNC systems, with the specific choice depending on customer needs [4] Group 5: R&D and Facilities - R&D centers have been established in locations such as Weifang and Qingdao, in addition to the main facility [4] - The construction of the machine tool laboratory is progressing as planned, with expected operational readiness in the second half of the year [4] Group 6: Financial Performance and Shareholder Returns - The company increased its dividend payout to nearly 500 million yuan in 2023 and plans to continue optimizing investor returns based on operational performance and shareholder expectations [4] - Two employee stock ownership plans were implemented in 2022 and 2023, with ongoing considerations for future operations [5]