Group 1: L3 Autonomous Driving Approval - Changan Automobile's Deep Blue vehicle received L3 autonomous driving approval on December 15, allowing for automated driving in congested traffic at speeds up to 50 km/h [1][2] - The first L3 autonomous driving license plate "渝AD0001Z" was issued on December 20, marking a significant milestone for China's autonomous driving industry [1][2] Group 2: Practical Value and User-Centric Design - The speed limit of 0-50 km/h was chosen based on user needs and safety considerations, focusing on high-frequency congested driving scenarios [2][3] - The TJP traffic congestion autonomous driving system is designed to meet user demands in urban commuting, with daily conditions in Chongqing supporting its functionality [3] Group 3: Safety Measures and Technology - Changan prioritizes safety, equipping approved models with advanced 4D imaging millimeter-wave radar, which outperforms traditional laser radar in extreme scenarios [4][5] - The TJP system has undergone extensive testing, accumulating over 500,000 kilometers, with no accidents or violations reported during the approval period [5] Group 4: Robotics Business Strategy - Changan's robotics strategy is based on a "1+N+X" framework, focusing on humanoid robots and various applications across different environments [6][7] - The company aims to leverage its automotive industry leadership to integrate robotics technology, covering hardware, software, and service dimensions [7] Group 5: Competitive Advantages in Robotics - Changan's early entry into the robotics sector aligns with national policies, providing a competitive edge in securing support and funding [7] - The company’s technological capabilities position it as a leader in the robotics field, capable of matching and exceeding the functionalities of competitors' products [7]

证券代码：000501 证券简称：武商集团 武商集团股份有限公司投资者关系活动记录表 1 目前黄梅项目已开业，武穴项目计划于2026年投入运营。此外 ，公司正积极研究商业不动产REITs、消费类基础设施REITs的 发行路径，旨在优化资产结构，搭建可持续的资本循环平台。 3.新赛道孵化与产业布局方面，公司已成功开辟市内免税 与会员制零售两大新业务，并通过产业投资与数字科技双轮驱 动，系统布局未来增长点。合资运营的武汉首家市内免税店已 于2025年5月开业；同时成功推出"WS江豚会员店"，正式切入 会员制零售赛道。通过旗下"武商江豚基金"，完成对科技、 文化IP等前沿领域的多个项目投资，并举办"江豚杯"创新创 业大赛，持续挖掘和孵化潜在商业机会。公司于2024年10月成 立武汉江豚数智科技有限公司，作为集团数字化转型总平台， 现已自主研发12大数字系统并获得软著授权，通过五项ISO国际 标准认证。超市私域小程序、防飞单系统等相关技术应用有效 实现降本增效；统一移动营销平台与智慧停车场平台的成功上 线，正加速推动集团从传统零售向商业科技公司转型。 4.多元经济与业态融合方面，公司紧密围绕"赛事经济" "宠物经济" ...

| 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 | | 活动参与人员 | 中信证券、南方基金 | | 时间 2025 | 年 12 月 26 日 | | 地点 | 八里店久立特材 楼会议室 3 | | 上市公司接待 | 董事长李郑周、董事会秘书寿昊添、证券事务代表姚慧莹 | | 人员 | | | | 一、市场开拓情况 | | （一） | 核电业务 | | | 公司核电产品品类较多，覆盖核 1、2、3 级及非核级各类设 | | | 备配管、传热管、管道管等核心产品。当前，核电行业国产化进 | | | 程提速，公司作为蒸发器管等核电高附加值产品的核心供应商， | | | 将合理统筹在手订单的生产组织与发货安排；同时，公司将进一 | | | 步拓展发展视野，积极挖掘核电领域新的应用场景，加大核级产 | | | 品研发投入力度。 | | 活动主要内容 （二） | 复合管业务 | | 介绍 | 公司深度推进与 的资源整合优化，充分释放协同效应潜 EBK | | | 力。EB ...

（二） 复合管业务 公司持续深化与 EBK 的资源整合及优化工作，充分激发协同 效应的释放潜力。EBK 已于本年度顺利完成重要合同的生产与交 付任务，实现了高质量、高效率履约，该合同的顺利落地对公司 复合管业务板块的经营业绩产生了积极带动作用；此外，国内核 能及油气领域高性能管材项目，是公司依据中长期战略规划，顺 应行业发展趋势、精准对接客户需求，保障复合管业务未来增长 而推进的内部自建项目，目前项目建设正按计划稳步推进。从长 远来看，该项目实施将助力公司持续优化产品结构，提升整体盈 利能力，增强在复合管国际市场的综合竞争实力。 证券代码： 002318 证券简称：久立特材 浙江久立特材科技股份有限公司投资者关系活动记录表 编号：108 | | ■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 □其他 | | | 华创证券、融通基金、博道基金、海通资管、月阑基金、中广云 | | 活动参与人员 投资 | | | 时间 2025 | 年 月 日 12 25 | | 地点 | 八里店久立 ...

| | 5．是否有投资并购的计划？ | | --- | --- | | | 答：您好！公司将在聚焦主业的基础上，充分利用上市公 | | | 司的融资能力和资本运作平台，积极整合同业及上下游产业的 | | | 优质标的，进一步扩大在国家支持的新型材料及高端智能装备 | | | 领域的业务布局，实现资源互补与协同，优化完善产品供应链， | | | 持续为公司的发展注入新动力。 | | 附件清单（如有） | | | 日期 | 2025年12月25日 | 投资者关系活动记录表 编号：2025-006 | 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（策略会） | | | 中信证券、东北证券、华福证券、平安基金、华安基金、海富 | | 参与单位名称及 | 通基金、平安资管、雪球资管、金九瑞和私募、欣歌投资、和 | | 人员姓名 | 怡兆恒投资、博众投资、三亚兆恒。 | | 时间 | 2025年12月25日 | | 地点 | 公司会议室、东北证券策略会 ...

Group 1: Financial Performance - The company's accounts receivable recovery has been positively impacted by the active debt reduction measures implemented by various levels of government in Guangxi, enhancing cash flow management [2] - In Q3 2025, the increase in design-related business revenue was driven by project progress due to government debt reduction efforts [2] - The photovoltaic business saw a significant increase in revenue due to a substantial rise in power generation compared to the same period last year, following the completion of distributed photovoltaic projects in the first half of 2025 [2] Group 2: Business Development - As of June 30, 2025, contracts from outside Guangxi accounted for 22% of the company's total business, supported by 20 branch offices outside the region [3] - The company has established an international business division and opened an office in Cambodia to expand into Southeast Asian markets, including Laos [3] - The company is also developing business in countries like Pakistan and Kazakhstan, with plans to intensify its international expansion efforts [3] Group 3: Business Direction - The company's primary focus is on architectural design, with additional services in land spatial planning and municipal design [3] - Recent expansions include water conservancy and electrical design services, with the company obtaining relevant qualifications to support these new business areas [3]

Group 1: Company Overview and Operations - The company specializes in flexible printed circuit boards (FPC) and has achieved large-scale production capabilities, particularly in the electric vehicle sector [3] - The company has established partnerships with major automotive clients, including XPeng Motors, Dongfeng Nissan, and Geely, among others [3] - The company is positioned as a leading supplier in the CCS (Cell Connection System) market, with cumulative shipments exceeding 100 million units [3] Group 2: Market and Clientele - Key clients in the energy storage sector include CATL, Sungrow, and other industry leaders [5] - The company has begun mass production for a leading North American electric vehicle manufacturer [6] - The company has secured significant orders from Bloom Energy for AIDC components, indicating strong demand [7] Group 3: Future Plans and Development - The company plans to expand production capacity across multiple locations, aiming to meet increasing client demands [10] - A new production base in Ningde is expected to increase capacity by approximately 2 billion yuan [24] - The company is exploring new applications for FPC in areas such as low-altitude economy and robotics [16] Group 4: Financial Performance and Projections - The average value per electric vehicle for the company is approximately 3,000 yuan for a 100 kWh electric vehicle [26] - The company anticipates an increase in the proportion of revenue from energy storage products, which will be a key focus area in the coming year [20] - The company is committed to achieving ambitious targets set forth in its recent equity incentive plan [30]

Group 1: Market Trends - The global LED display market is projected to reach $79.71 billion by 2025 and $102.36 billion by 2028, with a compound annual growth rate (CAGR) of 7% from 2023 to 2028 [2][3] - Mini LED is identified as a new growth point, with the global market expected to reach $3.3 billion by 2028 and a CAGR of approximately 40% from 2024 to 2028 [3] Group 2: Company Products in MLED - The company has launched several products in the MLED field, including MLED core detection equipment and MLED core integrated circuits [4] - Key detection equipment includes the MLED Demura system, MLED lighting test machine, MLED color grading machine, and MLED fully automatic repair machine, enhancing production efficiency and quality [4] - Integrated circuits include MLED ASIC control chips, high-speed interface chips, and PWM+PAM mixed drive chips, improving display quality and meeting industry demands for high-quality and ultra-thin MLED displays [4] Group 3: R&D Investment - R&D investments for the first three quarters of 2024 and 2025 were $5.40 million and $3.88 million, respectively, accounting for 16.47% and 16.05% of revenue [4] - The company plans to maintain high R&D investment levels and focus on cutting-edge technology to enhance its competitive advantage [4] Group 4: AI Technology Integration - The company is actively exploring the application of AI technology in the video display control industry [5][6] - AI technology has been integrated into some products to enhance visual quality, with plans for continued exploration of potential applications [6]

Group 1: Company Overview - Suning Universal Co., Ltd. focuses on real estate development and sales, pursuing a dual business strategy in real estate and medical aesthetics [1] - The company operates nationwide, with a strong emphasis on the Yangtze River Delta region, adhering to a "low debt, high return" operational strategy [1] Group 2: Medical Aesthetics Business Performance - The medical aesthetics segment has seen a 50% year-on-year increase in new customer prepayments [2] - The company has established 7 medical aesthetics institutions, with the Wuxi Suya Medical Aesthetics Second Hospital beginning trial operations [2] - The medical aesthetics institutions are characterized by complete qualifications, standardized management, advanced technology, and high-quality service [2] Group 3: Competitive Advantages and Achievements - The Tangshan institution achieved significant growth despite market challenges, reflecting the company's commitment to quality [3] - The Wuxi institution received multiple awards, including the "Ten Thousand Genuine Product Guardian Award" and "Annual Impact Brand Award," highlighting its strong market position [2] - The Shanghai institution possesses unique qualifications for advanced surgical techniques, with plans for upgrades to attract more customers [3] Group 4: Target Market and Strategic Planning - The medical aesthetics business targets mid-to-high-end clientele, focusing on high-quality service and competitive pricing to attract new customers [4] - The company aims to integrate the medical aesthetics industry chain, enhancing operational efficiency and reducing costs through strategic property use and bulk purchasing [4] - By 2026, the medical aesthetics segment's revenue share is expected to increase significantly with the operation of new institutions in the Yangtze River Delta [4] Group 5: Future Business Development Outlook - The company maintains a dual-driven development approach in real estate and medical aesthetics, leveraging stable cash flow from real estate to expand medical aesthetics revenue [5] - Continuous attention to new industries and opportunities will support the optimization of business structure and resource allocation for sustainable growth [6]

附件二：投资者关系活动记录表格式 证券代码： 002202 证券简称：金风科技 | | 编号： | | --- | --- | | 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 | 西部证券 邓宇轩 中金公司 车昀佶 天风证券 杨志芳 东吴证券 胡隽颖 | | 姓名 | 中信证券 林劼 | | 时间 | 2025年12月26日 | | 地点 | 线上会议 | | 上市公司接待人员姓 | 投资者关系经理 于洋 | | 名 | 投资者关系主管 刘茜 | | | 公司在智慧运维方面有何布局？ | | | 答：新能源发电项目全面参与电力市场交易，显著提升了行业对电力交易 | | | 相关产品与服务的需求。"数智化"转型作为应对市场变革、提升竞争力 | | | 的核心路径，持续引领行业发展。在"无人化"场站建设方面，公司通过 | | | 智慧运营平台建设提升故障预警效率与实时监测能力，加速场站"无人化" | | | 进程，运维人效平均提升25%以上。2 ...