证券代码:002668 证券简称:TCL 智家 广东 TCL 智慧家电股份有限公司 投资者关系活动记录表 答:2024年,公司自有品牌业务海外收入同比增长 51%。TCL 冰箱 和洗衣机积极走出国门,在泰国、菲律宾、法国等国家实现主流渠道覆 盖,且在中高端细分市场表现亮眼。根据第三方数据,合肥家电在泰国 的洗烘一体机市场中稳居前二,而在菲律宾滚筒市场,合肥家电稳居第 一。在品牌建设方面,子公司合肥家电积极参与国际重要展会,并通过 与欧洲杯、美洲杯等多支明星球队合作,运用体育营销策略,进一步提 升 TCL 品牌冰箱和洗衣机在全球范围内的品牌认知度和市场地位。 6. 请介绍一下奥马冰箱在海外各区域的市占率情况? 答:根据第三方数据,奥马冰箱已实现连续 16年中国冰箱出口全球 总量第一,连续17年中国冰箱出口欧洲第一;在中国冰箱冷柜出口前十 的国家中,奥马冰箱已在日本、英国、法国、意大利、加拿大等市场出 口市占率位居第一,在德国、巴西、澳大利亚等市场出口市占率位居第 二或第三。2024年奥马冰箱出口法国、巴西销量同比增速超 100%,远超 行业增速:出口加拿大、意大利销量增速亦高于行业水平。 7. 公司为什么不回购 ...

Group 1: Business Development and R&D - In 2024, the company's new energy vehicle sales reached 4.27 million units, a year-on-year increase of over 40%, with a market share of 33.2% [2] - R&D investment for the period was 54.2 billion RMB, up over 35% year-on-year, with cumulative R&D investment exceeding 180 billion RMB [2] Group 2: Market Performance and Financial Strength - The company has a robust strategic layout, leading technology capabilities, and a strong cash reserve of approximately 154.9 billion RMB as of December 31, 2024, supporting rapid business growth [3] Group 3: Technological Innovations - The launch of the "Super e Platform" includes fast-charging batteries, 30,000 RPM motors, and a new generation of automotive-grade silicon carbide power chips, enabling megawatt-level charging power [4] - The company is advancing its "Intelligent Vehicle" strategy, promoting widespread access to high-level intelligent driving technologies [4] Group 4: Brand Positioning and Market Expansion - The company is enhancing its high-end brand strategy by applying disruptive technologies to meet consumer demands for safety, intelligence, convenience, and environmental sustainability [5] - In 2024, overseas passenger vehicle sales reached 417,000 units, a significant year-on-year increase of 71.9%, with products now available in over 100 countries and regions across six continents [6]

证券代码：002766 证券简称：索菱股份 深圳市索菱实业股份有限公司投资者关系活动记录表 编号：2025-01 | | □特定对象调研 □媒体采访 √业绩说明会 | □分析师会议 | | --- | --- | --- | | | 投资者关系活 | | | | □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 线上参与 年度业绩说明会的投资者 2024 | | | | 及人员姓名 | | | | 时间 2025 年 3 月 27 日下午 15:30 至 16:30 | | | | 上 海 证 券 报 · 中 国 证 券 网 路 演 中 心 （ 网 址 ： | | | | https://roadshow.cnstock.com/） | | | | 上市公司接待 公司董事长盛家方先生、总裁白新平先生、独立董事李明先生、 | | | | 1.现金流紧张有什么实质措施？ | | | | 答：尊敬的投资者您好，感谢您的关注。公司目前现金流正常。 | | | | 公司重视现金流管理，建立相应的预警机制，加强过程管控，稳 | ...

Financial Performance - In 2024, the company's revenue increased by 4.77% year-on-year, while the net profit attributable to shareholders decreased by 2.29%, marking the first instance of negative growth [2] - The gross margin for the API segment declined by 2.59 percentage points to 14.79%, and CDMO revenue fell by 6.05% year-on-year [2] - The formulation business showed minimal growth of only 0.51% [2] Challenges and Responses - Profit growth slowdown is attributed to market conditions, industry policies, and increased fixed asset depreciation and R&D investment [3] - The company is focusing on enhancing the integration of API and formulation businesses to improve competitiveness and sustainability [3] - The company is actively addressing risks from policy changes and market fluctuations, including price volatility in traditional products like antibiotics and veterinary drugs [4] R&D and Talent Management - R&D expenses increased by 2.66% year-on-year, but the number of R&D personnel decreased by 4.07%, indicating a challenge in converting technical investment into human resource optimization [3] - The company plans to maintain a moderate increase in R&D personnel in 2025 to support business development [3] Strategic Initiatives - The company has optimized its development strategy for 2024, focusing on strengthening its core areas: refining APIs, enhancing CDMO capabilities, and expanding into medical aesthetics [8] - Plans to accelerate the development of new formulation products, with an expectation to initiate 25 new projects annually [9] Market Expansion and Internationalization - The company is advancing its internationalization strategy, establishing BD offices in the US, Europe, and Japan to enhance overseas market penetration [10] - The impact of the US Biodefense Act on the company's operations is expected to be minimal [13] Product Development and Future Outlook - The company’s clinical trial for the semaglutide project is progressing well, currently in the Phase III enrollment stage [5] - The company anticipates that the veterinary drug market will perform better than the previous year and will adjust production plans accordingly [5] - New production lines for solid formulations and APIs are expected to be operational in 2025 [13]

Group 1: Industry Overview and Company Positioning - The domestic LED chip localization rate has exceeded 90%, yet the company has maintained revenue growth for seven consecutive years, with a net profit increase of over 60% in 2024 [2][4] - The company focuses on high-end products such as high-efficiency lighting and automotive lighting, which have seen strong sales performance [2][4] - The company has established itself as a key player in the LED chip industry, ranking among the top six globally by 2024 [6][30] Group 2: Strategic Initiatives and Product Development - The company has launched a red-yellow light project, marking its entry as a full-spectrum LED chip supplier, with an annual production capacity of 2.4 million pieces [4][22] - The red-yellow light chips are expected to enhance product offerings in various applications, including automotive displays and professional color accuracy in media [4][5] - The company has invested significantly in R&D, with a compound annual growth rate of 20.56% over the past five years, ensuring continuous innovation and product upgrades [12][18] Group 3: Financial Performance and Growth Metrics - In 2024, the company achieved a revenue of 2.76 billion yuan, a year-on-year increase of 11.23%, and a net profit of 196 million yuan, up 61.44% [14][30] - The gross margin reached 24.99%, reflecting a 6.78% increase year-on-year, driven by product structure upgrades and cost control measures [12][14] - The company has maintained high production capacity utilization rates, with LED chip production reaching 22.83 million pieces in 2024, marking a growth of 5.02% from 2023 [14][30] Group 4: Market Trends and Future Outlook - The Mini LED market is projected to reach a scale of 30 billion yuan by 2025, indicating significant growth potential in emerging sectors [8][10] - The company anticipates that the red-yellow light project will contribute over 100 million yuan in annual profit once fully operational [29][30] - The company is well-positioned to leverage growth in sectors such as automotive lighting and plant lighting, which are expected to see substantial demand increases [10][30] Group 5: Sustainability and ESG Commitment - The company is recognized as a national-level green factory, focusing on innovations in third-generation semiconductor materials and energy-saving processes [33][34] - The company aims to integrate ESG principles into its core strategy, enhancing its commitment to sustainable development and carbon neutrality [33][34] - Efforts include reducing environmental impact through cleaner production methods and promoting energy-efficient applications in downstream markets [34][33]

Group 1: Financial Performance - The company's main watch business achieved revenue of 3.656 billion yuan in 2024, a year-on-year decline of 14.32% [1] - The company aims to stabilize its watch business and enhance operational efficiency through various management measures [1] Group 2: Strategic Direction - The company is focusing on "high-quality development" as its guiding principle to strengthen its watch industry and enhance core competitiveness [1] - Plans to accelerate the development of strategic emerging industries, including precision technology and smart wearables [2] Group 3: Product Innovation and Market Positioning - The "Feiyada" brand will continue to position itself as a high-quality Chinese watch brand with a focus on aerospace-themed products [2] - The company is enhancing product differentiation and marketing strategies to align with consumer preferences and cultural elements [2] Group 4: Market Expansion and Technology Integration - The company is actively exploring the integration of third-party AI applications in its smart watch products, enhancing features like DIY watch faces [3] - Ongoing efforts to expand into sectors such as medical devices and laser technology through its precision technology business [4] Group 5: Shareholder Engagement and Value Management - The company has implemented multiple share buyback programs, utilizing approximately 279.14 million HKD to repurchase and cancel 41.06 million B shares [4] - Continuous communication with investors and high-quality information disclosure are prioritized to enhance company value and mitigate asset loss [4] Group 6: Asset Management and Corporate Governance - The company is monitoring the market changes in property leasing, with a total area of approximately 170,000 square meters across various locations [5] - Management is committed to improving performance evaluation and incentive mechanisms for executives to ensure accountability [5]

证券代码： 001231 证券简称：农心科技 农心作物科技股份有限公司 投资者关系活动记录表 编号：2025-001 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 （座谈会交流） 参与单位名称及 人员姓名 西部证券股份有限公司及资本市场自然人投资者共 24 人 时间 2025 年 3 月 26 日 (周三) 15:00~17:00 地点 陕西上格之路生物科学有限公司厂区、会议室 形式 现场参观、座谈会交流 上市公司接待人 员姓名 1、董事长、总经理 郑敬敏先生 2、董事会秘书、副总经理 袁江先生 3、证券事务代表 白喜富先生 投资者关系活动 主要内容 2025 年 3 月 26 日，西部证券股份有限公司（以下简称"西 部证券"）投资者代表及资本市场中关心、关注公司发展的投资 者共 24 人来访参观了本公司全资子公司陕西上格之路生物科学 有限公司（以下简称"上格之路"），并于参观后与公司管理层 座谈交流，本次活动有关情况如下： 公司董事长、董事会秘书及上格之路生产、研发主要负责人 向来访嘉宾现场讲解了上格之路制剂工厂的 ...

| 答：尊敬的投资者您好！公司红外光学业务下游应用涵盖安防 | | --- | | 监控、工业检测、医疗诊断、自动驾驶、边海防监控、工业园区、 | | 森林防火、机场空防等领域。感谢您对公司的关注。 | | 3.请问公司在研发上的投入情况？ | | 答：尊敬的投资者您好！2024年研发投入金额为1.56亿元，占 | | 营业收入比例为10.74%。感谢您对公司的关注。 | | 4.请问公司一季度的业绩预期情况？ | | 答：尊敬的投资者您好！公司将严格按照相关规则及时履行信 | | 息披露义务，具体业绩情况请关注公司在深交所指定官方媒体披露 | | 的定期报告和临时公告。感谢您对公司的关注。 | | 5.公司未来在海外市场有什么布局规划呢？ | | 答：尊敬的投资者您好！公司非常重视海外市场，未来公司将 | | 通过设立国外子公司或办事处形式扩大海外市场份额、提升国际竞 | | 争力。感谢您对公司的关注。 | | 6.请问公司最新股东户数，谢谢！ | | 答：尊敬的投资者您好！截至最近一期（2025年3月20日）公司 | | 股东人数约2.6万户。感谢您对公司的关注。 | | 7.在锗材料领域的有什么技术优势 ...

隆扬电子（昆山）股份有限公司 投资者关系活动记录表 编号：2025-005 | 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 网络会议 | | 参与单位名称 | 中信建投 招商基金 | | 时间 | 2025 年 3 月 27 日 | | 地点 | 网络会议 | | 上市公司接待人员姓 | 董事长助理 萧庆华 | | 名 | 董事会秘书 金卫勤 | | | 证券事务代表 施翌 | | | 公司证券事务代表向与会人员介绍了公司概况、发展布局及 | | | 2024 年公司经营情况，董事会秘书同与会人员进行了问答交流， | | | 证券事务代表进行了会议记录。本次交流主要内容如下： | | | （一）公司介绍 | | | 2024 年公司经营情况 | | | 2024 年度，公司实现营业收入 287,942,035.52 元，同比增长 | | 主要内容介绍 | 8.51% ，归属于上市公司股东的净利润 82,231,686.40 元， 同 | | | 比下降 15. ...