证券代码：300703 证券简称：创源股份 宁波创源文化发展股份有限公司 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 | | | | 新华基金 成斐昳 | | | | 西部利得 陈保国 | | | | 博时基金 付伟 | | | | 汇华理财 郄文惠 | | | | 融通基金 关山 | | | | 建信基金 李树磊 | | | | 西部利得 温震宇 | | | | 银河基金 杨琪 | | | | 信泰人寿 云昀 | | | | 复胜资产 戴卡娜 | | | | 远信私募 张骏 | | | 参与单位名称及人员姓名 | 混沌投资 黎晓楠 | | | | 于翼资产 陈竞 | | | | 明河投资 杨伊淳 | | | | 东方睿石 唐谷军 | | | | 磐厚动量 张云 | | | | 同犇管理 刘慧萍 | | | | 中天国富证券 李思琦 | | | | 海通资管 李天舒 | | | ...

证券代码：002550 证券简称：千红制药 4、2025 年原料药业务展望如何，其中海外需求和 价格趋势如何？毛利率趋势如何？ 目前，原料药业务订单情况良好，海外需求整体呈 现平稳趋势，但相较历史高峰期水平仍处于偏弱态势。 基于当前国内外市场联动性强、供需稳定的外部生态环 境，若无美国关税政策干扰，预计全年原料药价格将保 持平稳趋势。然而，倘若美国对中国肝素加征关税导致 出口受阻，可能引发不确定性的连锁反应，最终肝素价 格走势需持续观察关税政策实际影响，目前尙无法精准 预判。当前公司业务暂未受显著影响，但需警惕后续市 场结构性波动。 肝素原料药业务的毛利率，预计 2025 年整体毛利 率较 2024 年将呈小幅下降趋势，主要原因为终端销售 价格呈下行趋势，但成本端保持稳定。尽管如此，得益 于规范市场的价格支撑，叠加上游成本端的平稳因素， 单位毛利额得以保障，2025 年公司肝素原料药业务毛 利率仍将处于历史较高水平。 常州千红生化制药股份有限公司 投资者关系活动记录表 编号： | | □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 ...

证券代码：300320 证券简称：海达股份 江阴海达橡塑股份有限公司 海达股份 2024 年度业绩说明会 投资者活动记录表 编号：2025-03 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 海达股份2024年度业绩说明会采用网络远程方式进行，面向全体投资 者 时间 2025 年 4 月 22 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 公司接待人员 姓名 主持人：海达股份 董事长, 总经理：钱振宇 董秘：胡蕴新 财务总监：华平 独立董事：金剑 投资者关系活动 主要内容介绍 1.行业以后的发展前景怎样？ 答：您好，行业未来发展前景向好。公司所属橡胶零件制造业和铝制 品行业受益于国家推动高质量发展、现代化产业体系建设和新质生产 力发展，以及"双碳"进程、绿色转型带来的机遇。公司在汽车、轨 道交通、建筑、航运领域保持领先地位，并积极布局新能源（风光储 氢）等新兴领域，把握市场需求增长。感谢 ...

证券代码：300633 证券简称：开立医疗 编号：2025-001 深圳开立生物医疗科技股份有限公司 投资者关系活动记录表 问：1、请问随着县域需求和集采的加快，公司预期未来 2-3 年 内镜中县域的占比是不是可能提升？ | | □ 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 别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 □ 一对一沟通 | | | □ 电话会议 □ 其他 | | 参与单位 | 广大投资者 | | 名称 | | | 时间 | 2025 年 4 月 22 日 | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | 上市公司 | 公司董事长陈志强先生、董事会秘书李浩先生、财务总监罗曰佐先 | | 接待人员 | 生、独立董事华小宁先生、保荐代表人郭小元先生 | | | 年 月 日下午 15:00-17:00，公司董事长陈志强先生、 2025 4 22 | | | 董事会秘书李浩先生、财务总监罗曰佐先生、独立董事华小宁先生、 | | | 保荐代表人郭小元先生通过全 ...

Group 1: Overall Business Performance - The company's total revenue for 2024 reached 233.43 billion CNY, an increase of 18.79% compared to 196.50 billion CNY in 2023 [6] - Gross profit for 2024 was 99.52 billion CNY, reflecting an 18.70% growth from 83.84 billion CNY in 2023 [6] - Net profit attributable to shareholders decreased by 14.76% to 5.60 billion CNY from 6.57 billion CNY in the previous year [6] - The net profit after deducting non-recurring gains and losses increased by 59.32% to 1.88 billion CNY from 1.18 billion CNY [6] - Operating cash flow reached a record high of 24.95 billion CNY, a significant increase of 613% from 3.50 billion CNY in 2023 [10][11] Group 2: Quarterly Performance - In Q4 2024, revenue was 70.37 billion CNY, a 21% increase from Q4 2023 [8] - Cash flow for Q4 2024 was 33.16 billion CNY, up 118% from Q4 2023 [8] - Net profit for Q4 2024 was 9.04 billion CNY, a 62% increase compared to 5.58 billion CNY in Q4 2023 [8] Group 3: Research and Development Investment - In 2024, the company invested 7.44 billion CNY in large model research and application, maintaining a R&D expenditure ratio of around 20% of revenue [17] - R&D investment for 2024 was 45.80 billion CNY, slightly increasing from 38.36 billion CNY in 2023, with the R&D expenditure ratio at 19.62% [18] Group 4: Business Structure and Strategy - The company has optimized its business structure, with the proportion of revenue from core business areas increasing by 5% [15] - The number of operational bases increased from 54 in 2022 to 60 in 2023, and further to 46 in 2024, indicating a significant expansion [14] - The company emphasizes a self-controlled core technology strategy, which is crucial for maintaining competitive advantages in the AI sector [16][61] Group 5: AI Model Performance - The Spark-X1 model has shown significant improvements in various tasks, outperforming competitors like OpenAI and DeepSeek in text generation and language understanding [24] - In the medical field, the Spark medical model achieved a diagnostic accuracy rate of 94.0%, surpassing GPT-4o and DeepSeek R1 [30] - The legal model demonstrated a comprehensive accuracy rate of 82.89% across nine legal tasks, with key tasks exceeding 90% accuracy [34] Group 6: Market Position and Future Outlook - The company is positioned as a leader in various sectors, including education, healthcare, and enterprise applications, with a focus on personalized AI solutions [70] - The competitive landscape is intensifying, with a need for self-sufficiency in AI technologies due to increasing geopolitical tensions [61][66] - The company aims to leverage its advancements in AI to enhance productivity and foster innovation in various industries [74]

Performance Overview - In Q1 2025, iFlytek's revenue grew nearly 30%, with gross profit increasing by 35% and business opportunities rising by almost 50% [4] - The company achieved a historical high in cash flow for 2024, with a net cash flow from operating activities of CNY 2.495 billion [21] - The overall gross margin remains stable, with a projected revenue growth of approximately 27% and gross profit growth of about 35% in Q1 2025 [22] AI Model Development - iFlytek's Starfire X1 model, based on fully domestic computing power, is recognized as the best deep reasoning model among 70B parameter models, achieving performance comparable to international top models [6][17] - The company emphasizes the importance of high precision and reliability in key areas, focusing on closed-source systems while also embracing open-source models [5] - The Starfire model's training efficiency has improved significantly, with training efficiency rising from 55% to 85% compared to A100 [6][20] Market Demand and Strategy - The demand for domestically controlled AI solutions is increasing, especially in sectors like government, education, and healthcare, where iFlytek is well-positioned [8][24] - The company is actively expanding its presence in the education sector, with a focus on AI-driven personalized learning solutions [10][12] - iFlytek's hardware products, such as the AI learning machine and smart office notebook, have shown significant revenue growth, with the smart office notebook's revenue increasing by 50% in Q1 [14] Geopolitical Context - The ongoing US-China trade tensions are not expected to significantly impact iFlytek's operations, as the company has developed a self-sufficient supply chain and primarily serves the domestic market [23] - The company anticipates that the demand for autonomous AI solutions will grow in response to geopolitical challenges, positioning itself to capitalize on these opportunities [24] Future Outlook - iFlytek plans to enhance its international business through the development of multilingual models, supporting various languages to meet global market needs [18] - The company aims to leverage its technological advantages in the healthcare sector, focusing on AI-assisted medical solutions and expanding its partnerships with top hospitals [15][16]

广东领益智造股份有限公司 投资者关系活动记录表 证券代码：002600 证券简称：领益智造 债券代码：127107 债券简称：领益转债 广东领益智造股份有限公司 投资者关系活动记录表 编号：2025-003 | 投资者关系活动 | 特定对象调研 分析师会议 媒体采访    | | | | --- | --- | --- | --- | | 类别 |  业绩说明会  新闻发布会  路演活动 | | | | | 现场参观（领益智造福田总部交流）  | | | | |  其他 | | | | 参与单位名称与 | 华安资产；运舟资本；前海人寿；长城基金；博时基金；长江养 | | | | 人数 | 老；趣时资产；上银基金；建信养老；和谐健康保险资管；野村 | | | | | 资管；国联基金；中信资管；中航信托；华西基金；大成基金； | | | | | 上海汐泰投资管理；国信自营；华泰保兴；华富基金；国华基 | | | | | 金；长盛基金；青骊投资 | ；东北自营；银河基金；硕丰基金； | | | | | | 杭州优邦私募基金；上海瞻程投资；深圳晟隆投资；金田基金； | | | 资管理；广发证券；银河证 ...

京东方科技集团股份有限公司 投资者关系活动记录表 三、业绩解读 编号：2025-010 | 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 电话会议 | | 参与单位名称 | 参会投资机构 141 家，名单详见附件 | | 时间 | 2025 年 4 月 22 日 | | 地点 | 电话会议 | | 上市公司接待人员姓名 | 杨晓萍 执行委员会委员、执行副总裁、首席财务官 | | | 郭 红 副总裁、董事会秘书 | | | 徐娅晓 会计机构负责人 | | | 罗文捷 证券事务代表 | | 投资者关系活动主要内 | 讨论的主要内容： | | | 一、行业及市场概况 | | | 宏观方面，国际贸易环境的不确定性扰动北美市场需求预 | | | 期，而反观国内市场，受"以旧换新"政策确定性刺激影响， | | | LCD TV 大尺寸化趋势加速，产品结构持续向中高端升级。 | | 容介绍 | 供需方面，行业面板厂商坚持"按需生产"的经营策略， | | | 根据市场需 ...

中国石油集团资本股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □分析师会议 ☑特定对象调研 | | --- | --- | | | □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） | | 参与单位名称 | 北京世邦私募基金 崔卫国、于千可、武 颖 | | 及人员姓名 | 杨 立、王昊晨、傅良明、毛祖宽、戴修云 | | | 张诗堃 | | 时间 | 2025 年 4 月 22 日 | | 地点 | 通过腾讯会议远程交流 | | 接待人员 | 证券事务部副总经理 吴成 | | | 证券事务代表 王云岗 | | | 接待人员首先介绍公司基本情况，之后就相 | | | 关问题展开交流。 | | | 1. 公司旗下有财务公司、银行、金融租赁、 | | | 信托、保险等多项业务，公司如何看待各个业务 | | | 板块？后续将优先发展什么业务？ | | | 公司构建了"11445"战略体系，即以"产融结 | | | 合国际知名、国内一流金融服务企业"为愿景，以 | | | "能源金融服务专家及引 ...

Financial Performance - In 2024, the company achieved a revenue of CNY 114.601 billion, a slight decrease of 1.31% year-on-year, with a net profit of CNY 4.504 billion, an increase of 64.30% year-on-year [2] - In Q1 2025, the company reported a revenue of CNY 25.629 billion, a year-on-year increase of 10.60%, and a net profit of CNY 1.282 billion, up 48.99% year-on-year [2] Feed Sales and Market Share - In 2024, the company sold 26.52 million tons of feed, including approximately 2.1 million tons for internal use, representing a year-on-year growth of about 9% [2] - Domestic feed sales reached 22.06 million tons, a year-on-year increase of about 5%, while overseas feed sales were 2.36 million tons, up approximately 40% [2] - In Q1 2025, feed sales were approximately 5.95 million tons, reflecting a year-on-year growth of about 25% [2] Livestock Business - The company marketed approximately 6 million fat pigs in 2024, successfully turning around its pig farming business to profitability [2] - The company is focusing on a light-asset risk control model for its pig farming operations, which has yielded positive results [3] Industry Trends and Challenges - The aquaculture industry is experiencing favorable pricing for most fish species, with specific increases noted for certain varieties [3] - The exit of smallholders from the pig farming market is a significant trend, prompting the company to target family farms with strong profitability and larger-scale farming operations [3] - The feed industry is facing intensified competition, particularly in poultry feed, with smaller companies struggling to survive [4] Supply Chain and Raw Material Procurement - The company maintains a secure and controllable supply chain for feed raw materials, primarily sourcing corn domestically and soybeans from South America [3] - The company has a robust research and development team focused on animal nutrition and feed formulation, allowing it to adapt to fluctuations in raw material prices [3] Future Outlook - The company is exploring a light-asset, low-risk pig farming model, which is becoming increasingly clear [4] - Plans for overseas capital expenditures will proceed cautiously, with ongoing assessments in multiple countries [4]