公司在 AI 专网领域已形成"管道-终端-应用"三位一体的完整布局， 围绕"AI+通信"核心逻辑构建起清晰的发展路径。在管道侧，公司通过引 入 AI 技术打造更智能的行业专网，实现网络自优化与动态决策，同时推动 专网与公网深度融合提升服务能力，更依托自研底层芯片、国产化通信核 心部件，结合与运营商合作的量子加密技术，构建起"端-管-云"全链路可 信通信体系，筑牢网络安全屏障。终端层面，除持续迭代对讲机、执法仪 等传统优势终端外，公司已实现机器狗、无人机等创新终端与指挥调度系 统的无缝接入。应用端，公司聚焦公共安全、应急、工业等垂直领域，打 造智慧公安、智慧应急、智慧园区、智慧工厂等场景化 AI 专网解决方案。 证券代码：002583 证券简称：海能达 海能达通信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 □ 其他 参与单位 名称及人 员姓名 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 ...

深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码：002170 证券简称： 芭田股份 深圳市芭田生态工程股份有限公司投资者关系活动记录表 编号：2025-05 深圳市芭田生态工程股份有限公司投资者关系活动记录表 | 答：您好，公司未来不排除会拓展电子级磷产品，谢谢。 | | --- | | 14、公司制定 年股票期权与限制性股票激励计划及配套 2025 | | 考核管理办法第二个考核期：2026 年净利润不低于 15 亿元， | | 这个公司会全力完成吗？ | | 答：公司会努力完成经营目标，最终完成情况需要以审计报告 | | 为准。 | | 15、公司新能源销售情况？ | | 答：您好，具体情况请以定期报告为准。 | | 万吨磷矿安全许可的审批进展如何？今年能获 16、贵公司 290 | | 批吗。贵公司磷酸铁项目，目前达产了吗？预计何时能达产？ | | 今年项目能否盈利？ | | 答：您好，公司小高寨磷矿二期项目正在审批当中，如批复公 | | 司将及时公告。 | | 17、请问公司在新能源电池材料上会加大投入吗？ | | 答：公司看好新能源材料这部分业务的未来发展。 | | 18、新能源公司除 ...

投资者关系活动记录表 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | | --- | --- | --- | | 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 （请文字说明其他活动内容） | | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 年 月 日（周四）下午 11 20 14:30~17:00 | 2025 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | | 用网络远程的方式召开业绩说明会 | | | 上市公司接待人 | 1、董事长王长春 | | | 员姓名 | 2、董事、董事会秘书、副总经理徐亚丽 | | | | 3、董事、财务负责人赵伟宏 | | | | 4、独立董事赵锡军 投资者提出的问题及公司回复情况 | | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1、请问贵司 年在海外市场布局上是否有新进展？ 2025 | | | | 感谢您的关注。在海外市场上，公司重点根植于东 ...

Financial Performance - The company achieved a net profit of 165 million CNY for the first three quarters of 2025, with a third-quarter net profit of 53.8 million CNY, representing a year-on-year increase of 602% [2] - The non-recurring net profit for the third quarter was 45.41 million CNY, up 291% year-on-year [2] - The operating cash flow net amount reached 440 million CNY, reflecting a 164% year-on-year growth [2] Business Operations - The company has a production capacity of 300,000 tons of sulfuric acid and 200,000 tons of monoammonium phosphate, with normal operational conditions [2] - The company is actively engaged in strategic cooperation with local mining enterprises, leveraging the abundant sulfur iron ore resources in the region [3] Shareholder Engagement - The company has implemented measures such as share buybacks and stable dividends to enhance shareholder returns and confidence in future growth [3] - A profit distribution plan for the first three quarters of 2025 has been disclosed, emphasizing the commitment to investor interests [3] Agricultural Services - The company operates as a leading entity in the agricultural input distribution sector, with over 70 distribution centers and more than 4,000 franchise stores across 32 provinces [4][5] - It focuses on a comprehensive agricultural service model, providing high-quality services across various agricultural processes, including supply, training, and financial services [5] Competitive Advantages - The company has established unique competitive advantages, including its supply chain background, comprehensive service capabilities, and a strong research and talent team [6] - Despite a higher asset-liability ratio compared to industry peers, the company plans to manage financial risks through refined internal management and exploring new growth opportunities [6]

Group 1: Mergers and Acquisitions - The company prefers horizontal mergers within the industry and acquisitions of new productive forces, actively seeking suitable opportunities [2] - Vertical mergers have limited complementary effects due to the short supply chain in the industry [2] Group 2: Accounts Receivable and Cash Flow - High accounts receivable at the end of Q3 is expected to improve quickly, enhancing year-end cash flow [2] - The company anticipates faster collection of receivables towards the end of the year [2] Group 3: Client Base and Revenue Distribution - Major clients include various commercial banks, with no significant reliance on any single client; the top five clients contribute a small revenue share [3] - The company has established itself as a benchmark in the domestic信创 (new infrastructure) business, gaining recognition from numerous clients [3] Group 4: Employee Growth and Market Expansion - The company has over 7,000 employees, with continuous growth driven by increasing sales contracts [3] - Focus on expanding into overseas markets, particularly Southeast Asia, where opportunities are gradually increasing [3] Group 5: Digital Currency and AI Development - The company is exploring digital asset operations in response to national policies on digital currency, while also monitoring stablecoin developments in Hong Kong [4] - AI technology is being integrated to enhance internal efficiency, with ongoing development of systematic product solutions [4] Group 6: Overseas Mergers and Acquisitions - The company is open to acquiring quality overseas enterprises, although challenges exist in the Southeast Asian market [4] - Past overseas acquisitions have yielded positive results, and the company continues to seek market opportunities that align with its existing product capabilities [4]

Group 1: ESG Initiatives - The company actively engages in environmental protection and resource conservation, responding to national environmental policies and enhancing environmental management [2] - Efforts include improving production processes to minimize waste and promoting electronic office practices to encourage resource savings [2] - The company aims to continuously improve its ESG performance in line with its development [2] Group 2: Export and Market Presence - Approximately one-third of the company's inverter welding and cutting equipment is sold overseas, with a distribution network of over 100 dealers in more than 60 countries [3] - The company closely follows the "Belt and Road" initiative, monitoring economic growth opportunities in related countries [3] Group 3: Industry Applications - The company's welding technology is widely applicable across various sectors, including new energy vehicles, marine engineering, military, aerospace, and power engineering [4] - Products are utilized in nuclear power construction, highlighting their importance in the energy sector [3] - The shipbuilding industry is a significant application area for the company's welding equipment [3] Group 4: Technological Integration - The company incorporates AI technology in its automated welding production lines and new welding process developments [4] - Continuous attention is given to advancements in AI and related technologies [4] Group 5: New Energy Vehicle Sector - The company has significant involvement in the new energy vehicle sector, with its products being essential for manufacturing related components [4]

Group 1: Financial Performance and Cost Management - The company's operating expenses increased significantly due to capacity expansion and business development, impacting profits [1] - In the first three quarters, the total expenses amounted to approximately 774 million RMB, with cash payments for fixed assets and other long-term assets around 244 million RMB [18] - The company aims to manage the expense ratio better in the future as new capacities come online and efficiency improves [2] Group 2: Market Position and Communication - The company acknowledges the need for improved communication with the capital market regarding business progress and operational status [2] - The company has achieved over 10% market share in the automotive wiring harness segment, breaking foreign monopolies [21] - The company plans to continue optimizing investor communication mechanisms to timely convey operational dynamics [2] Group 3: Product Development and Industry Trends - The company is actively monitoring industry trends and customer needs, focusing on optimizing global supply chain layouts and enhancing product competitiveness [6] - The automotive connector products are expected to account for approximately 31.34% of the 2024 revenue [12] - The company is exploring opportunities in the robotics and AI server sectors, although the market is still developing [11] Group 4: Production and Capacity Expansion - The company is expanding production capacity for automotive connectors based on customer orders, with current production running normally [15] - The specific production timeline for the Hefei factory will be disclosed according to project progress and regulatory requirements [3] - The company is committed to ensuring that new expenditures translate into economic benefits through efficient usage [8]

Group 1: Business Development and Market Strategy - The company is actively expanding its liquid cooling business, focusing on core customer mass production processes and has achieved small batch liquid cooling product orders [1][2] - The semiconductor packaging materials business is targeting major clients in the power semiconductor packaging sector, with a focus on applications in new energy vehicles and photovoltaic inverters [2][3] - The company aims to leverage its expertise in high thermal conductivity materials and semiconductor packaging to enter the thermal management market, with a comprehensive product range including liquid cooling plates and next-generation microchannel cooling solutions [3][4] Group 2: Financial Performance - In the first three quarters of 2025, the company reported revenue of CNY 310 million, a year-on-year increase of 24.48%, and a net profit attributable to shareholders of CNY 12.42 million, up 2,925.45% [2][3] - The growth in performance is attributed to increased sales of smart card products and the rapid expansion of the power electronics application market, which has enhanced the market penetration of semiconductor packaging materials [3][4] Group 3: Research and Development - The company holds 185 patents, including 5 invention patents and 126 utility model patents, with R&D investment increasing by 9.59% year-on-year [2][3] - Future R&D efforts will focus on semiconductor packaging materials and the newly developed liquid cooling business [3][4] Group 4: Future Outlook and Risks - The company is optimistic about the future growth of its liquid cooling business, despite its current revenue contribution being low, as it anticipates rapid growth with increased customer acceptance and mass production plans [3][4] - The company emphasizes the importance of adhering to legal disclosure requirements and encourages investors to be rational in their investment decisions, highlighting potential risks associated with new business developments [4][5]

Group 1: Impact of RMB Internationalization - The promotion of RMB internationalization positively impacts the company's overall development by reducing exchange rate fluctuation risks and enhancing financial stability [2] - It facilitates cooperation with emerging market partners, especially in key areas like the Belt and Road Initiative, providing more business opportunities [2] - The development of the offshore RMB market allows the company to broaden financing channels, issue RMB bonds, or obtain RMB loans, optimizing funding costs [2] Group 2: Company’s Product Offerings - The company develops diverse intelligent automation equipment using technologies such as barcode recognition, AI, and edge computing, including smart warehouse robots and intelligent sorting devices [3] - The products are applicable in various sectors, including logistics, e-commerce, retail, and manufacturing [3] Group 3: Overseas Business Performance - In 2024, overseas revenue accounted for 27.61% of the company's total revenue, indicating a strong focus on expanding international markets [3] Group 4: Financial Performance of Subsidiaries - Zhuhai Jiabo Technology Co., Ltd. has maintained a good profitability status in 2025, contributing positively to the overall company performance [4] - The sales revenue of Jiabo Technology's specialized printers increased by 12.30% year-on-year, with sales volume rising by 17.88% in the first three quarters of 2025 [5]

投资者关系活动记录表 编号：2025-004 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | | □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 年度深圳辖区上市公司投资者网上集体接待日 2025 | ☑ | | | | 活动 | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 年 月 日（周四）下午 11 20 14:30-17:00 | 2025 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 公司董事长、总经理王玉成先生 | | | 上市公司接待人 | 董事、董事会秘书王丽春女士 | | | 员姓名 | 董事、副总经理、财务总监孟振江先生 | | | | 独立董事吴守农先生 | | | | 公司与投资者交流的主要内容如下： 1、您是如何看待行业未来的发展？接下来贵司又有怎样 | | | | 的战略规划？ | | | 投资者关系活动 | 尊敬的投资者您好！国家近年来持续对半导体产 ...