| 动力系统、车门系统、天窗系统、电子系统、内饰系统、座 | | --- | | 椅系统等，向客户提供一站式的汽车零部件解决方案。公司 | | 拥有自主模具研发能力。公司主要生产工艺覆盖冲压、热成 | | 型冲压、机器人点焊、机器人气保焊、激光焊接、嵌件注塑、 | | 激光切割、一体化压铸及其他装配等生产工艺。 | | 公司与吉利汽车、长安汽车、长安福特、理想汽车、赛 | | 力斯、比亚迪、小鹏汽车、零跑汽车、蒂森克虏伯集团、伟 | | 巴斯特集团、麦格纳集团、凯毅德集团等国内外知名整车制 | | 造商和汽车零部件厂商建立了良好的合作关系，并形成战略 | | 合作。 | | 目前，公司在全国的子公司主要为以下 家： 16 | | 1. 重庆博俊工业科技有限公司，2017 年注册成立 | | 2. 成都博俊科技有限公司，2017 年注册成立 | | 年注册成立 3. 常州博俊科技有限公司，2021 | | 西安博俊汽车零部件有限公司，2022 年注册成立 4. | | 浙江博俊工业科技有限公司，2022 年注册成立 5. | | 6. 济南博俊汽车零部件有限公司，2022 年注册成立 | | 7. 河北博俊科技 ...

Group 1: Credit and Deposit Management - The bank has achieved a good start in credit issuance for 2026, with early preparations ensuring efficient project approvals [1] - The bank aims to continue expanding its credit market share to support stable growth in annual credit scale [1] - In 2025, the bank improved deposit interest costs by optimizing deposit structure and will continue to innovate deposit products in 2026 [1] Group 2: Asset Quality and Risk Management - The bank is enhancing its comprehensive risk management system to maintain stable asset quality throughout the year [2] - Continuous monitoring and adjustment of credit policies and approval strategies are in place to prevent and mitigate risks [2] - The bank strives to keep asset quality steady by improving tracking and inspection frequency across various business lines [2] Group 3: Investor Relations and Compliance - The meeting involved thorough communication between the bank's representatives and investors, adhering to disclosure regulations [2] - No significant undisclosed information was leaked during the reception process [2]

浙江洁美电子科技股份有限公司投资者关系活动记录表 编号：20260116 | | | ☑特定对象调研 □媒体采访 | | | | | | □分析师会议 □业绩说明会 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者关系 | | | | | | | | | | | | | □新闻发布会 | | | | | | □路演活动 | | | 活动类别 | | □现场参观 | | | | | | | | | | | ☑其他（电话会议） | | | | | | | | | 参与单位名称 | | 山西证券 | | | | | | | | | 时 | 间 | 2026 年 至 17:20 | 1 | 月 | 16 | 日下午 | 16:20 | | | | 地 | 点 | 浙江省杭州市拱墅区大关路 100 | | | | | | 号绿地中央广场 | 10 幢 24 层会议室 | | 上市公司接待 | | 董事、副总经理、董事会秘书：张君刚 | | | | | | | | | 人员姓名 | | 投资者关系助理：李彦霖 | | | | | ...

|  投资者关系 | 特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 活动类别 | □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） | | | Ai-Squared Management Limited Channing Li，Aspex Management | | | (HK) Limited Lewis Yang，Aspoon Capital Limited Tony Wang， | | | Broad Peak Investment Advisers PTE Ltd Amy Xiong，CPPIB Vennie | | | Kang，DE Shaw & Co LP Yongyan Zhu，Everflow Investment Management | | | Limited Richard Lu，ForwardEdge Investment Limited Patrick Huo， | | | HSBC Global Asset Management (HongKong) Limited Caroline | | 参与 ...

Group 1: Product Development and Strategy - Both "Whiteout Survival" and "Endless Winter" are performing steadily, with "Kingshot" in a rapid growth phase. The company has sufficient resources, ensuring no single product faces resource allocation issues [1] - The company employs a "horse racing" mechanism for new product incubation, enhancing recovery efficiency and success rates [1] - The company has accumulated substantial R&D and user acquisition experience in the casual gaming and SLG sectors, with successful integration of SLG+X products reinforcing its competitive edge [1] Group 2: Financial Management and Personnel Expansion - The company has expanded its personnel in response to rapid business growth, maintaining a balance between cautious expansion and efficiency [2] - Financial expenses are expected to improve as the company continues to optimize its financial structure and manage past debts effectively [2] Group 3: Market Insights and Competitive Landscape - There is little difference in overseas user acquisition channels for casual and SLG games, although content and frequency may vary based on target demographics. Casual games are projected to have longer lifecycles and more stable customer bases [2] - The impact of product imitation exists, but the company has established significant product barriers and user depth differences, alongside strong user acquisition and operational capabilities [2] - The gaming industry is experiencing multiple favorable factors, including supportive policies, focused industry professionals, and AI enhancements, indicating a supply-driven demand model [2]

江阴海达橡塑股份有限公司投资者关系活动记录表 编号：2026-01 | 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： | | 参与单位名称 | 中信证券 财通基金 | | 时间 | 2026 年 1 月 20 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 钱振宇---董事长、总经理 | | 员姓名 | 胡蕴新---董事、副总经理、董事会秘书 | | | 吴纪高---海达新能源总经理 | | | 1、总体介绍公司业务板块情况。 | | | 2、请问 2025 年经营情况及以后的业务展望： | | | 答：2025年公司生产经营正常，其中 1-9月实现营业收入 26.67 | | | 亿元，较上年同期增长 13.43%，归属于上市公司股东的净利 | | | 润为 1.67 亿元, 较上年同期增长 42.99%。 | | | 未来，公司将立足中高端定位，围绕橡胶制品密封、减振 | | | 两大基本功能，发挥多领域配套战略和技术融合的优势，夯实 ...

证券代码:300818 证券简称:耐普矿机 编号:2026-002 江西耐普矿机股份有限公司 投资者关系活动记录 | | 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 | | | 动类别 | 新闻发布会 | 路演活动 | | | | | 现场参观 | | 一对一沟通 | | | | 其他：线上交流 | | | | | | 公司 | 姓名 | 公司 | 姓名 | | | 民生加银基金 | 付裕 | 嘉实基金 | 高群山 | | | | 祝婳婷 | | | | | 国海富兰克林基金 | 覃晶晶 | 兴证全球基金 | 黄煜杰 | | | 中天汇富基金 | 古道和 | 紫金信托 | 魏宁伟 | | | 京管泰富基金 | 郎朗 | 交银施罗德基金 | 庄旨歆 | | | 国寿安保基金 | 初梓健 | 东海证券 | 王敏君 | | | 玄卜投资 | 夏一 | 粤佛私募基金 | 曹志平 | | | 共青城鼎睿资产 | 王可丹 | 瑞民私募基金 | 黄鹏 | | | 华夏久盈资产 | 桑永亮 | ...

证券代码：301045 证券简称：天禄科技 苏州天禄光科技股份有限公司 投资者关系活动记录表 编号：2026-005 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 申万菱信、华宝基金、东方证券资管 时间 2026 年 1 月 20 日 地点 上海 公司接待人员 姓名 投资者关系总监：李艳茹女士 投资者关系活 动主要内容介 绍 投资者提出的问题及公司回复情况 1、TAC膜主要依赖从日本进口，请介绍目前全球主要厂 商。 目前，TFT级偏光片用TAC膜供应商主要有五家：日本的富 士胶片、日本的柯尼卡美能达、韩国的晓星化学、中国台湾的 达辉和日本的瑞翁。其中富士胶片、柯尼卡美能达、瑞翁合计 约占全球市场的 80%，由此可以看出TFT级偏光片用TAC膜是一 款基本由日本厂商垄断的产品。 2、TAC膜的市场空间及竞争格局如何，近期中日关系对项 目推进有何影响？ 根据市场机构数据，TAC膜的需求量 2025 年有望达到 12.29 亿平方米。其下游的面板环节超过 70%产能在中国大陆，偏光 ...

Group 1: Company Overview and Leadership - Shenzhen Longkun Technology Co., Ltd. is represented by Chairman Chen Jianxiang and other key personnel during investor relations activities [1][3] - The company is actively engaging with various financial institutions and analysts to discuss its business strategies and developments [2][3] Group 2: AI Application Center - The AI Smart Application Center was officially established on January 11, 2025, to enhance internal efficiency and management through AI technology [4] - The center focuses on two main areas: internal management and digital applications related to the company's core business in organic waste resource utilization and bioenergy [4] Group 3: Collaboration with Sinopec - Longkun Technology is collaborating with Sinopec to build a full industrial chain for the collection, pre-treatment, and deep processing of waste oil into biodiesel and sustainable aviation fuel (SAF) [4] - The partnership is progressing steadily, with a signing ceremony held on August 15, 2025, although specific details are under confidentiality agreements [4] Group 4: HMO Product Development - The company has completed trial production for its first phase of HMO products, with a capacity of 260 tons, which has passed inspections from multiple downstream clients [5] - HMO products include various types such as 2'-FL, 3-FL, and LNnT, with some already approved by health authorities [6] Group 5: SAF Policy and Market - Thailand has implemented a mandatory blending policy for sustainable aviation fuel, requiring a 1% mix starting January 1, 2026, to support carbon neutrality goals [6] - In China, the target for SAF consumption is set at 20,000 tons for 2025, with a cumulative goal of 50,000 tons during the 14th Five-Year Plan period [6][7] Group 6: Project Progress - The Beijing Tongzhou project is on track for completion and trial operation in the second half of 2026 [7]

证券代码：300953 证券简称：震裕科技 宁波震裕科技股份有限公司 投资者关系活动记录表 编号：2026-001 公司 2025 年前三季度实现营业收入 65.93 亿元，同比增长约 31.47%； 归母净利润 4.12 亿元，同比增长约 138.93%；扣非归母净利润 3.98 亿元， 同比增长约 153.42%。其中锂电池结构件业务前三季度营业收入同比增长 超过 45%，毛利同步回升明显。 公司 2025 年度业绩预告，预计 2025 年实现营业收入为 93 亿元～103 亿元、归母净利润 5 亿元~5.5 亿元、扣非后净利润 4.8 亿元~5.3 亿元。 二、互动环节（部分重复及类似问题已经合并）： Q：公司 2025 年业绩大幅增长的原因？2026 年是否能够延续 2025 年增 长的势头？ A：根据公司 2026 年 1 月 15 日披露的 2025 年度业绩预告，预计 2025 年 实现归母净利润 5 亿元~5.5 亿元，扣非后净利润 4.8 亿元~5.3 亿元。2025 年公司经营计划有序开展，主营业务销售收入持续增长（初步测算 2025 年度营业收入预计为 93 亿元～103 亿元），产能利 ...