Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 1.871 billion CNY, representing a year-on-year growth of 56.71% [2] - The net profit attributable to shareholders reached 277 million CNY, with a year-on-year increase of 83.55% [2] - The third quarter alone generated a revenue of 657 million CNY, up 69.98% compared to the same period last year [2] - The net profit for the third quarter was approximately 97.68 million CNY, showing a significant year-on-year growth of 182.23% [2] Industry Insights - The company’s machine tool products are heavily supported by the growth in downstream industries, particularly in consumer electronics (25% share), molds (6% share), and engineering machinery (5% share), all of which experienced over 100% growth [2][3] - The automotive and motorcycle parts sector, primarily related to new energy vehicles, saw an increase of approximately 80% [3] 3C Business Growth - The consumer electronics sector is currently experiencing high demand, driven by several factors including structural adjustments in orders, equipment upgrades, and innovations in terminal products [3][4] - The company’s core product, the drilling and tapping machine, is expected to see increased sales due to enhanced production capacity and favorable market conditions [3][4] Capacity and Production Management - New production capacities in Dongguan and Nanjing are expected to alleviate capacity constraints significantly over the next two to three years [4] - The company has established an efficient, modular production management system that allows for rapid capacity expansion in response to market demands [4] Market Characteristics and Competitive Advantage - The Chinese metal cutting machine tool market is large but fragmented, with many small enterprises facing challenges in high-end markets [5] - The company has developed a competitive edge through a comprehensive product range, a strong R&D team of over 250 members, and a robust sales service system with over 300 personnel [5] Profitability and Stability - Since 2022, the company's gross margin has remained stable between 29% and 30%, supported by product upgrades and improved manufacturing efficiency [6] - The company has effectively countered price declines in the industry through cost management and operational efficiency, leading to an increase in net profit margin [6]

Group 1: Company Overview and Strategy - The company focuses on RFID technology as the cornerstone of its IoT industry, emphasizing long-termism and core technology [3][10]. - It targets three main sectors: smart railways, smart culture, and smart retail, while also exploring emerging industries such as tourism, electricity, and tobacco [3][10]. - The company aims to become a world-class provider of IoT solutions centered around RFID technology [7][10]. Group 2: Financial Performance - In the first three quarters of 2025, the company achieved revenue of ¥417,703,884.71, representing a year-on-year growth of 11.16% [6]. - The net profit attributable to shareholders was ¥144,692,131.47, showing a significant increase of 128.50% year-on-year [6]. Group 3: Technological Advancements - The company has over 600 authorized patents and proprietary technologies, with a strong emphasis on innovation in RFID and AI integration [4][10]. - Recent innovations include the "RFID visual inventory robot," which combines RFID and AI technologies for intelligent library management [3][10]. Group 4: Market Position and Competitive Advantages - The company has over 30 years of experience in the RFID industry, establishing itself as a leading brand in China and globally [4][5]. - It has received multiple awards, including recognition as a national "champion enterprise" in manufacturing [4][5]. Group 5: Investor Relations and Market Management - The company emphasizes rational investment and risk management, focusing on enhancing development quality and exploring various market management tools [6][8]. - It actively engages with investors through online platforms and Q&A sessions to address concerns and provide updates on company performance [2][6].

Group 1: Production and Sales Targets - The company aims to achieve a pig production target of 1.3 million heads in 2025, with future targets yet to be determined [2] - The proportion of commercial pigs in the total output will adjust according to market conditions [2] Group 2: Cost Management - The target sales cost for commercial pigs in 2025 is set at 13 CNY/kg, with the current cost reported at 13.26 CNY/kg [2] - Major cost components include feed, vaccines, labor, and depreciation, with additional public expense allocations required for total cost [2] Group 3: Market Outlook and Strategy - The future pig market is subject to significant uncertainty, and the company is implementing cost-reduction and efficiency-enhancement measures to strive for profitability in the coming year [3] - The company has established a new subsidiary in Xinjiang to expand its ruminant feed business, leveraging local agricultural resources [3] Group 4: Revenue and Business Transformation - The company anticipates stable revenue growth in Q4 2025 and is actively exploring new production capabilities [3] - A strategic transformation is underway, shifting from heavy asset models to lighter asset collaborations, and diversifying into pet food and new feed products [4] Group 5: Debt Management and Financing - The company is focused on controlling non-operational expenditures and managing debt levels while exploring diverse financing channels [3] - Plans include attracting long-term strategic equity investments and capital market financing [3] Group 6: Robotics and Innovation - The company is exploring the robotics sector, with a new subsidiary established to focus on intelligent robotics development [4] - The robotics business is seen as a continuous investment area, with funding sourced from ongoing operations and potential refinancing [4]

| 序号 | 提问内容 | 回复内容 | | --- | --- | --- | | | | 尊敬的投资者，您好！ | | | 请问公司目前针 | 在数据中心散热业务领域，公司主要通过全资子公司深圳创源智热 | | | 对数据中心或者 | 技术有限公司（以下简称"创源智热"）开展数据中心散热结构件业务， | | | | 产品包括虹吸式特种散热模组、液冷板等。数据中心热管理产品及解决 | | | 是算力类方向的 | | | | | 方案作为公司 2025 年经营计划举措的重要部分，公司管理层一直保持 | | | 冷 板 出 货 怎 么 | | | | | 高度重视，目前公司正在按照既定策略积极推进各项经营工作。基于商 | | 1 | 样？今后除了以 | | | | | 业保密原则，关于公司业务、客户的具体情况，请您关注公司公开披露 | | | 收购某公司方式 | 的定期报告及临时公告。 | | | 外，还有哪些计 | | | | 划方式切入液冷 | 未来公司将综合考虑当前宏观环境、行业机遇、市场发展趋势，结 | | | | 合公司自身的产业资源优势，不断把握市场机遇，持续推动数据中心液 | | | 这个赛道呢？ ...

Group 1: International Business Advantages - The company has established over 70 overseas offices, operating in more than 100 countries, primarily along the "Belt and Road" initiative [4] - It has completed hundreds of large-scale turnkey projects and equipment exports, demonstrating strong international operational capabilities [4] - The company maintains a low asset-liability ratio and has diverse financing channels, supporting business development [4] - It has a strong technical and brand advantage in niche areas such as medical construction and solid waste handling [4] Group 2: Digital Infrastructure Achievements - The company has developed a comprehensive design system for intelligent computing centers, covering the entire lifecycle [5] - It has undertaken key projects like the National Supercomputing Center in Shenzhen and various data centers for major banks, contributing to the digital transformation of the financial sector [6] Group 3: Deep Earth Economy Initiatives - The company has successfully entered the high-value oil and gas sector, receiving accolades such as "Outstanding Contractor" from the Iraqi Prime Minister [7] - It has signed multiple contracts for projects in Iraq, including the central processing facility and gas field operations [7] Group 4: Overseas Business Orders and Growth - From January to September 2025, the company signed new international contracts worth $1.881 billion, a year-on-year increase of 19.58% [8] - The effective contract amount reached $1.621 billion, with a growth rate exceeding 90%, marking a recent high [8] Group 5: Shareholder Returns - The company has distributed a total of 3.24 billion yuan in dividends since its listing, maintaining a high dividend payout policy of at least 40% of distributable profits [9] - In 2025, the company initiated a share buyback program with a budget of 50 million to 100 million yuan to enhance shareholder value [9]

证券代码：000017、200017 证券简称：深中华 A、深中华 B 深圳中华自行车（集团）股份有限公司 投资者关系活动记录表 | 3、请问王总，您对公司最近 3 年有没有什么规划？ | | --- | | 尊敬的投资者您好，关于公司经营情况和规划，在公司的年度 | | 报告里都有相关阐述，请投资者关注每年度的年度报告中"公 | | 司未来发展的展望"相关章节内容。2025 年公司经营计划如 | | 下：1、加强公司治理，规范运作，进一步改革和完善内部经 | | 营管理机制、考核机制等，加强管理团队、业务团队、技术团 | | 队建设，完善公司发展规划。2、黄金珠宝业务方面，进一步 | | 搭建供应商体系和拓展客户资源，特别是珠宝行业知名品牌商 | | 和上市公司层面的业务合作，拓展国际业务，加强产品开发和 | | 质量管理，推动创新工艺应用，加强知识产权保护及转化运用， | | 完善内部业务流程和内控体系建设，推进供应链系统平台搭建 | | 提升运营质量效率，争取实现营业收入增长。3、自行车电动 | | 自行车及新能业务方面，以品牌维护和市场维护拓展为目标， | | 加强销售网络建设，加强质量管理，加强品牌 ...

证券代码：002823 证券简称：凯中精密 深圳市凯中精密技术股份有限公司 深圳市凯中精密技术股份有限公司 投资者关系活动记录表 | 所处的新能源汽车行业在国内发展迅猛，但公司的股价最近几 | | --- | | 年一直不愠不火，公司能不能进行股份回购等措施提振一下股 | | 价？ | | 答：您好！感谢您的宝贵建议！公司将积极研究各类提升内在 | | 价值及市场认同感的举措，进一步强化与市场的沟通，丰富价 | | 值传递内容，通过多种渠道和方式，及时、准确、全面地向市 | | 场传递公司的战略规划、经营成果及发展前景，增进投资者对 | | 公司价值的理解与认同。谢谢！ | | 7、贵公司是否已切入特斯拉供应链，具体供应什么产品？ | | 答：您好，公司新能源精密连接器等零组件产品已配套国内、 | | 外一线车企、众多知名 Tier1 优质客户。感谢您的关注！ | | 8、贵公司在机器人这块是否有布局？是否已和小米、特斯拉等 | | 建立合作关系？ | | 答：公司已密切关注人形机器人等新兴产业及市场发展变化， | | 公司将结合自身优势能力和客户需求，进行相关技术拓展和业 | | 务规划，谢谢。 | | 9 ...

深圳市实益达科技股份有限公司 证券代码： 002137 证券简称：实益达 投资者关系活动记录表 您好，公司与部分主要客户签署了保密协议，相关信息不便 披露，敬请谅解。感谢您对公司的关注！ 5、公司投资那些企业未开可能会上市，当前六和的上市状态是 什么，公司开发了那些大客户，公司产品有没有用于军工产品。 您好，参股公司会依据自身的发展需要适时选择适合自身的 融资方式和资本市场发展路径，关于参股公司的具体信息请以其 官网公布信息为准。公司与部分主要客户签署了保密协议，相关 信息不便披露。公司目前无用于军工的产品。感谢您对公司的关 注！ 6、董事长好请问公司供货给 ASMPT 的具体设备是啥?能透露吗 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 （2025 年度深圳辖区上市公司网上集体接待日） 参与单位名称及 人员姓名 参与公司 2025 年度深圳辖区上市公司网上集体接待日活动的投 资者 时间 2025 年 11 月 20 日 (周四) 下午 14:30-17:00 地点 全景网"投资者关系互动平台"（ ...

证券代码：300656 证券简称：民德电子 深圳市民德电子科技股份有限公司投资者关系活动记录表 编号：2025-04 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 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：（2025 年度深圳辖区上市公司集体接待日活动） | | 参与单位名称 | 投资者网上提问 | | 时间 | 2025 年 11 月 20 日(周四)下午 14:30-17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网络远程的方式举办 投资者交流活动 | | 上市公司接待 | 董事长许文焕；董事、总经理黄效东；财务总监范长征；董事会秘书陈国兵；证券事 | | 人员姓名 | 务代表杨佳睿 | | | 年 月 日，公司参加由深圳证监局和中证中小投资者服务中心指导、深 2025 11 20 | | | 圳上市公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司 | | | 投资者网上集体接待日活动"，与广大投资者通过网络平 ...

答：尊敬的投资者您好。2025 年 9 月，公司与洛阳 奥维特签署了《投资协议》，战略入股洛阳奥维特，目前 公司持有奥维特 18%的股权。此次投资是公司在高端装备 产业链布局中的重要举措，旨在通过协同奥维特的技术与 产品优势，切入机器人核心零部件赛道，为公司培育新的 业务增长极。未来，公司将依托奥维特在精密轴承领域的 技术积累与生产能力，持续深化在机器人核心零部件领域 的布局，助力高端装备制造的国产化升级。感谢您的关注。 证券代码：001326 证券简称：联域股份 深圳市联域光电股份有限公司 投资者关系活动记录表 编号：2025-005 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(2025 年深圳辖区上市公司集体接待日活动) 活动参与人员 通过全景网络提供的网上平台参与 2025 年深圳辖区上市 公司集体接待日的投资者 时间 2025 年 11 月 20 日(周四)下午 14:30-17:00 地点 通过全景路演（http://rs.p5w.net）线上交流 形式 线上交流 上市公司接待人员姓 名 1、董事会秘书、财务总监：李群艳 ...