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安培龙(301413) - 301413安培龙投资者关系活动记录表20251231
2025-12-31 09:34
证券代码:301413 证券简称:安培龙 深圳安培龙科技股份有限公司投资者关系活动记录表 编号:2025-013 | 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 ☑ | | | □其他网络会议 | | 参与单位名称 | 华安证券、长江证券、摩根士丹利基金、东方财富、方正证券 | | 时间 | 年 月 日 华安证券 2025 12 01 09:45-10:45 | | | 年 月 日 长江证券、摩根士丹利基金 2025 12 04 15:00-16:00 | | | 2025 年 12 月 15 日 10:00-11:00 东方财富 | | | 2025 年 12 月 19 日 10:00-11:00 方正证券 | | 地点 | 年 月 日 公司会议室 2025 12 01 09:45-10:45 | | | 2025 年 12 月 04 日 15:00-16:00 公司会议室 | | | 2025 年 12 月 15 日 10:00-11:00 公司会议室 | | | 2 ...
广立微(301095) - 2025年12月31日投资者关系活动记录表
2025-12-31 09:08
杭州广立微电子股份有限公司 投资者关系活动记录表 编号:2025-006 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 线上交流 □其他(请文字说明其他活动内容) 活动参与人员 博时基金、易方达基金、广发基金、安信基金、长盛基金、平安 基金、诺安基金、国泰基金、招商基金、长城基金、财通基金、 真科基金、淳厚基金、东方基金、中加基金、西部利得基金、摩 根士丹利基金、创金合信基金、金信基金、民生加银基金、华泰 保兴基金、恒生前海基金、九泰基金、路博迈基金管理(中国) 有限公司、金鹰基金、格林基金、交银施罗德基金、农银汇理基 金、华夏理财有限责任公司、太平资本保险资产管理有限公司、 中国人寿养老保险股份有限公司、中移资本控股有限责任公司、 中邮人寿保险股份有限公司、信泰人寿保险股份有限公司、农银 人寿保险股份有限公司、建信养老金管理有限责任公司、平安证 券、中信证券、中金公司、中信建投、国信证券、招商证券、瑞 穗证券、民生证券、华源证券、瑞银证券、华西证券、万和证券、 金元证券、山西证券、平安银行、杭州银行、上海银行、昆仑银 行股份有限公司、健顺投资 ...
智光电气(002169) - 002169智光电气投资者关系管理信息20251231
2025-12-31 09:04
Group 1: Investor Relations Activities - The company conducted multiple investor relations activities, including site visits and conference calls, with participation from various financial institutions and analysts [1] - Notable events included a site visit on December 16 with Guangzhou Haotou Private Fund and a conference call on December 29 with Great Wall Securities [1] Group 2: Energy Storage Projects - The company is progressing with its independent energy storage projects, aiming for the following operational timelines: - Qingyuan Phase II (100MW-200MWh) and Phase III (200MW-400MWh) targeted for Q1 2026 - Meizhou Pingyuan Phase I (100MW-200MWh) expected to be operational in a specified month of 2026 [2] - The company has a robust order situation in its energy storage business, ensuring timely and quality delivery of orders [2] Group 3: Technology and Product Development - The company emphasizes its expertise in high-power power electronics technology, producing most systems in-house, including PCS, EMS, BMS, and DMS [2] - High-voltage cascade energy storage systems offer significant advantages over low-voltage systems, including: - Higher power capacity, typically over ten times that of low-voltage systems - Simplified coordination and control due to fewer parallel units in large systems - Enhanced grid support capabilities and superior response characteristics [2] - The high-voltage cascade technology allows for effective reactive power compensation, crucial for voltage stability in the grid [2] Group 4: Market and Investment Insights - The company is monitoring policies in other provinces and abroad for potential investments in independent energy storage stations, focusing on economic viability and feasibility [3] - Updates on the IPO progress of the invested Yuxin Semiconductor should be referenced from official communications from Yuxin Semiconductor and relevant regulatory bodies [3]
怡合达(301029) - 2025年12月2日-12月25日投资者关系活动记录表
2025-12-31 08:56
Group 1: Business Progress and Challenges - FB non-standard business relies on 60% core brand components, 10-15% "white label" non-core standard parts, and 25-30% customized non-standard parts [2][3] - The main challenge is the scattered demand, which complicates achieving economies of scale and requires significant skilled labor for quoting, programming, and operation [2][3] Group 2: Automation and Process Improvement - The company launched an automated quoting system in May 2024, reducing quoting time from hours to seconds [3] - Upgrades to the automated programming system now support multiple processing scenarios, enhancing programming capabilities and efficiency [3] - A flexible intelligent production line was introduced in the second half of 2024, allowing quick product model changes and reducing downtime for small-batch production [3] Group 3: Product Development and SKU Management - The new SKU development process includes five stages: planning, internal review, development, implementation, and product launch [4] - As of September 2025, the company successfully developed 2.82 million SKUs for FA factory automation components [4] Group 4: Core Competitiveness and Customer Focus - The company identifies long-tail demand characterized by weak planning, diverse product categories, small order sizes, and high delivery speed requirements [5] - Continuous investment in product advancement, selection diversity, and service responsiveness is aimed at establishing a one-stop supply platform for customers [5] Group 5: Supplier Management - A comprehensive supplier management process includes qualification assessments and performance evaluations based on delivery punctuality and quality [6] - The company maintains multiple supplier relationships to ensure supply chain resilience and reduce dependency on single suppliers [6] Group 6: Organizational Development - Future organizational development will focus on process-oriented structures, matching responsibilities with authority, and creating agile project teams for cross-departmental collaboration [7] - Emphasis on a flexible front office, empowering middle office, and stable back office to support transformation efforts [7] Group 7: Digital Transformation Initiatives - The company has made strides in digital transformation, including establishing an information system for its Vietnam subsidiary and automating customer interactions [8][9] - AI technology is being integrated into various processes, enhancing cost reduction, product innovation, and customer experience [8][9] - Ongoing efforts to strengthen external digital partnerships and improve the information flow in non-standard business processes [9]
弘业期货(001236) - 2025年12月31日投资者关系活动表
2025-12-31 08:30
证券代码:001236 证券简称:弘业期货 苏豪弘业期货股份有限公司 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) | | | 参与单位名称及人员姓名 | 国金证券:方丽 | | | 时间 | 2025年12月31日 10:00-11:00 | | | 地点 | 线上会议 | | | | 党委委员、副总经理、董事会秘书 | 黄海清 | | 上市公司接待人员姓名 | 证券部相关工作人员 | | | | 会谈内容: 董秘黄海清先生首先对公司进行了介绍,接下来双方就具体业 | | | 投资者关系活动主要内容 介绍 | 务及事项进行了进一步交流,具体如下: | | | | 1.怎么看待行业供给端未来的发展情况,比如说交易品种持续 | | | | 扩容? | | | | 答:期货行业供给端正迎来全方位结构性变革,未来或将呈现 | | | | "品 ...
中集车辆(301039) - 2025年12月26日投资者关系活动记录表
2025-12-31 08:26
证券代码:301039 证券简称:中集车辆 中集车辆(集团)股份有限公司 投资者关系活动记录表 编号:2025-22 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 √路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 2025 年 12 月 1 日至 2025 年 12 月 26 日期间,本公司参与 | | 及人员姓名 | 多场一对一路演会议: | | | 中信证券、招银基金、睿远基金、彬元资本、华源证券、国 | | | 信证券、南方基金、东吴证券、富国基金、招商基金、融通 | | | 基金、和谐汇一、长江证券、景顺长城、西南证券、万家基 | | | 金、大成基金等 | | | 2025 年 12 月 17 日至 2025 年 12 月 26 日期间,本公司参 | | | 多场券商策略会: | | | 第一场:国金证券 年 月上市公司系列交流会 2025 12 | | | 国金证券、景顺长城基金、润德盈喜私募 | | | 第二场:东方证券 2026 年度投资策略会 | | | 东方证券、中 ...
普蕊斯(301257) - 301257普蕊斯调研活动信息20251231
2025-12-31 08:10
Company Overview - Proris is a big data-driven clinical research service provider focused on creating a comprehensive project management system for clinical trials, emphasizing a patient-centered approach [1][2] - As of Q3 2025, the company achieved a revenue of CNY 219 million, representing a year-on-year growth of 9.84% [2] - The net profit for Q3 2025 was CNY 69.67 million, a significant increase of 120.72% compared to the previous year [2] Financial Performance - For the first three quarters of 2025, the total revenue reached CNY 609 million, with a year-on-year growth of 2.59% [2] - The net profit for the first three quarters was CNY 67.67 million, reflecting an 11.48% increase year-on-year [2] - The company distributed cash dividends totaling CNY 5.37 million in 2025, demonstrating a commitment to shareholder returns [4] Market Position and Competitive Landscape - The SMO industry is experiencing a concentration of resources towards leading firms, with increased competition characterized by: - Leading SMO companies expanding their client resources, professional talent, and research coverage [3] - Smaller SMOs gradually exiting the market, leading to increased industry concentration [3] - Proris has established partnerships with major global pharmaceutical companies and CROs, enhancing its service capabilities in innovative drug projects [4] Project Execution and Areas of Expertise - As of September 2025, Proris has undertaken over 4,200 clinical projects, with 2,538 currently in execution, covering various disease areas including hematological tumors, solid tumors, and rare diseases [4] - The company has a competitive advantage in several therapeutic areas, including cardiovascular diseases and endocrine disorders [4] Digital Transformation and Efficiency - Proris is focused on integrating digital technologies into its operations to enhance efficiency and service quality [6] - The company has developed a robust quality management system that supports cost reduction and efficiency improvements [4][6]
熵基科技(301330) - 301330熵基科技投资者关系管理信息20251231
2025-12-31 08:06
证券代码:301330 证券简称:熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号:2025-12 | 投资者关系活 | 特定对象调研 媒体采访 | 分析师会议 | 业绩说明会 | 新闻发布会 | | --- | --- | --- | --- | --- | | 动类别 | 路演活动 其他 | 现场参观 | | | | 参与单位名称 | 天风证券、信达澳亚基金、宝盈基金、融通基金、个人投资者詹国强 | | | | | 及人员姓名 | | | | | | 时间 | 2025 年 12 月 31 日 | 10:00-12:00 | | | | 地点 | 熵基科技会议室 | | | | | | 副总经理、董事会秘书 郭艳波 | | | | | 上市公司接待 | 投资总监 陈川 | | | | | 人员姓名 | 智能创新研究院院长 仲崇亮 | | | | | | 生物识别及脑机事业部负责人 叶峰 | | | | | | 首先公司相关负责人向投资者介绍了公司主营业务、主要产品等基本情况,并对公 | | | | | | 司当前研发方向进行了讲解。 | | | | | | 其次公司参与接待人员与投 ...
江波龙(301308) - 2025年12月29日投资者关系活动记录表
2025-12-31 08:06
投资者关系活动记录表 编号:2025-038 深圳市江波龙电子股份有限公司 | 投资者关系活动 | √特定对象调研 □媒体采访 | □分析师会议 | | --- | --- | --- | | 类别 | □业绩说明会 □路演活动 | □新闻发布会 | | | □现场参观 □其他 | □电话会议 | | 参与单位名称及 | 中信证券、江苏瑞华、红杉中国、巨子私募、Optimas Capital、 达晨财智、新思哲、秦皇岛宏兴钢铁、深圳市创新投资集团、 | | | 人员姓名 | 粤财中垠、深圳博普资产、宝盈基金、为顺投资、金九瑞和 | | | | 投资 | | | 时间 | 年 月 2025 12 29 | 日(周一)15:00-16:30 | | 地点 | 深圳市前海深港合作区南山街道听海大道 号鸿荣源前 5059 | | | | 海金融中心二期 B | 座 2301 | | 上市公司接待人 | 投资者关系经理 黄琦 | | | 员姓名 | 投资者关系资深主管 | 苏阳春 | | | 1、公司新产品 mSSD 相较于传统 SSD 有哪些优势?mSSD | | --- | --- | | | 未来将有多大的市场空 ...
欧陆通(300870) - 2025年12月29日-12月31日投资者关系活动记录表
2025-12-31 07:58
证券代码:300870 证券简称:欧陆通 债券代码:123241 债券简称:欧通转债 深圳欧陆通电子股份有限公司 投资者关系活动记录表 编号:(2025-15) | | □分析师会议 特定对象调研 | | --- | --- | | | □媒体采访 业绩说明会 | | 投资者关系活动 | □新闻发布会 路演活动 | | 类别 | | | | □现场参观 | | | 其他 (线上会议) | | | 天风证券、高毅资产、华福证券、宏利基金、银华基金、民 | | | 生加银基金、万家基金、博时基金、华泰资产、德邦基金、 | | | 国泰海通资管、前海开源基金、安信基金、国华兴益保险资 | | | 管、国联基金、pinpoint、中欧基金、南方基金、国信证券、 | | | 平安基金、交银施罗德基金、招商证券自营、汇安基金、光 | | | 大理财、华夏久盈、睿远基金、易方达基金、东方阿尔法基 | | 参与单位名称 | 金、东证资管、财通资管、富国基金、建信养老、国泰基金、 | | | 广东正圆私募基金、foresight fund、华富基金、方正资管、 | | | 国投瑞银基金、西部利得基金、润晖投资、远信投资 ...