地铁等新兴板块合计中标 50.91 亿元。其他情况可参 见公司以季度为单位披露的经营情况公告。感谢您的 关注。 2.目前建筑行业现金流都很差，贵公司下一步如 何改善现金流？ 证券代码：000498 证券简称：山东路桥 山东高速路桥集团股份有限公司投资者关系活动记录表 编号：2025-9 | 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 | 山东路桥董事长、法定代表人 林存友 | | | 山东路桥董事、副总经理、董事会秘书 赵明学 | | | 山东路桥总会计师 裴仁海 | | | 山东路桥独立董事 宿玉海 | | | 山东路桥独立董事 魏士荣 | | | 山东路桥独立董事 李建军 | | | 山东路桥独立董事 王莉 | | 时间 | 2025 年 9 月 12 日 15:00-16:00 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo. | | | com.cn"云访谈"栏目 | | 形式 | 网上业 ...

证券代码：002539 证券简称：云图控股 编号：2025-015 | | ☐ 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 | 新闻发布会 路演活动 ☐ ☐ | | 动类别 | 现场参观 ☐ | | | 其他（四川辖区 2025 年投资者网上集体接待日及半年度报告业绩 | | | 说明会活动） | | 活动参与人员 | 线上参加"四川辖区 2025 年投资者网上集体接待日及半年度报告业 | | | 绩说明会"活动的全体投资者 | | | 副董事长、总裁：宋睿 | | 上市公司接待 | 财务负责人：蒋淑萍 | | 人员姓名 | 董事会秘书：陈银 | | | 独立董事：胡宁 | | 时间 | 年 月 日下午 2025 9 12 14:00-17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 形式 | 网络远程 | | | 公司就投资者在本次活动中提出的问题进行了回复： 1、请问公司下半年，有新增投产哪些项目？请介绍一下情 | | | 况。 | | 交流内容及具 | 答：您好，感谢您 ...

证券代码：300805 证券简称：电声股份 广东电声市场营销股份有限公司 投资者关系活动记录表 编号：2025-002 | 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 （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 参与公司 2025 年半年度网上业绩说明会的投资者 | | 时间 | 2025 年 9 月 12 日 15 点-17 点 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net）（本次业绩 | | | 说明会采用网络远程方式举行） | | 上市公司接待人 | 董事长：梁定郊 | | 员姓名 | 董事、总经理：黄勇 | | | 独立董事:段淳林 | | | 副总经理、财务总监：何伶俐 | | | 副总经理、董事会秘书：王云龙 | | 投资者关系活动 | 投资者提出的主要问题及公司回复情况: | | 主要内容介绍 | 1、公司在 Al 的布局上有何新的拓展？ | | | 您好！感谢您的关注。公司一 ...

证券代码：300789 证券简称：唐源电气 成都唐源电气股份有限公司 投资者关系活动记录表 编号：2025-005 | □ | 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 （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 9 月 12 日（周五）下午 | 2025 | 15:00~17:00 | | | 通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | | 地点 | 用网络远程的方式举办的四川辖区 2025 年投资者网上集体接待 | | | | | 日及半年度报告业绩说明会活动 | | | | | 董事长陈唐龙 独立董事邹燕 | | | | 上市公司接待人 | 独立董事胡伟 | | | | 员姓名 | 财务总监张南 | | | | | 董秘陈玺 | | | | | ...

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - It aims to become a global expert in IoT intelligent application solutions, adhering to the mission of "empowering everything with wisdom" [1] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [1] Group 2: Recent Performance - In the first half of 2025, the company reported a revenue of CNY 805 million, a year-on-year increase of 20.17%, and a net profit of CNY 108 million, an increase of 19.07% [2] Group 3: Cloud Management Platform - The cloud management platform addresses the fragmented nature of the IoT market by providing standardized solutions that can be customized for diverse industry needs [2] - The platform has been enhanced with the local deployment of Deepseek large language model and Tongyi Qianwen video analysis model, improving user experience and technical capabilities [2] Group 4: Smart Sleep Terminal - The smart sleep terminal uses an ODM business model, allowing it to integrate seamlessly into existing home environments without requiring changes [2] - It tracks and analyzes users' sleep patterns in real-time, adjusting temperature based on individual needs to enhance sleep quality [2] - The primary markets for the smart sleep terminal include North America, Europe, the Middle East, and East Asia, with plans to enter the domestic market following product certification [2]

证券代码：001391 证券简称：国货航 中国国际货运航空股份有限公司 | 面提升安检效率，以信息化数字化提升保障能力 | | --- | | 和服务水平。感谢您的关注！ | | 问题九：现在全球大环境不好公司在未来航线布 | | 局方面有什么新的计划么？ | | 答：国货航在中航集团区域发展规划的基础上， | | 深入研究各区域经济发展特点和航空物流行业发 | | 展需求，结合公司业务布局和发展战略，统筹优 | | 化公司在长三角(华东)、粤港澳(华南)、成渝(西 | | 南)、京津冀(华北)等几个主要区域的业务发展、 | | 在航线网络方面积极运用新增运力，拓展航线网 | | 络和运力布局，调整资源投入和航线比例，改变 | | 原有货机机队在上海浦东单一航点运行的局面， | | 满足客户的多样化需求。未来国货航将坚持深耕 | | 华东市场、布局华南市场、培育西南市场的中长 | | 期策略，通过差异化定位和网络协同，形成独特 | | 网络布局及竞争优势。感谢您的关注，谢谢！ | | 问题十：美国及其他国家或地区的关税政策，对 | | 公司业务会产生哪些影响？ | | 答：当前，中美关税处于"暂停期"，还在进 ...

Group 1: Company Overview and Technology - The company specializes in high-end equipment manufacturing and advanced materials for nuclear power, hydropower, wind power, petrochemical, metallurgy, and defense industries [7][20] - The company possesses key manufacturing technologies for nuclear equipment, including modular manufacturing capabilities for pressure vessels, stabilizers, evaporators, and main pipelines [15][14] - The company has advanced manufacturing technologies for second and third-generation nuclear power main pipelines, covering major domestic technology routes [15] Group 2: Financial Performance and Market Concerns - The company reported a total revenue of 338 million yuan for the first half of 2025, which raised concerns due to the significant drop in stock price, approximately 30% from a peak of 10.18 yuan to 7.17 yuan [12][20] - The management is focused on stabilizing the company's operational fundamentals through budget control, market expansion, and collection of accounts receivable [4][9] - The company acknowledges the impact of various complex factors on stock price fluctuations and is committed to enhancing internal value [5][9] Group 3: Project Development and Future Outlook - The company is actively involved in multiple ongoing projects aimed at enhancing production capacity and optimizing manufacturing processes [4][18] - The management expresses confidence in the future growth of the nuclear equipment manufacturing industry, particularly in light of national strategies for carbon neutrality and the development of coastal nuclear power [18] - The company is exploring opportunities in the hydropower sector and is committed to expanding its market presence [11][18] Group 4: Investor Relations and Communication - The company holds regular investor relations activities, including performance briefings and Q&A sessions to address investor concerns [2][20] - Investors are encouraged to submit inquiries regarding shareholding proof and other related matters, with prompt responses promised [6][10] - The company emphasizes the importance of maintaining investor confidence, particularly among small and medium-sized investors, through effective market management [25][30]

公司致力于通过上述举措提升公司市值，切实回报广大股 东。后续相关进展若达到信息披露标准，公司将严格依照法律法 规及监管要求履行信息披露义务，敬请投资者关注公司公告。感 谢您对安控科技的关注！ 3、公司长期处于亏损状态，公司有重组的打算吗？ 证券代码：300370 证券简称：安控科技 四川安控科技股份有限公司投资者关系活动记录表 编号：2025-002 | 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 （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 2025 | 年 9 月 12 日 （周五）下午 13:00~17:00 | | 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召开业绩说明会 | | 上市公司接待人 | 董事长：张志刚 | | 员姓名 | 总经理：张磊 | | | 董事会秘书：王超 | | | 财务 ...

Group 1: Company Partnerships and Collaborations - The company has entered the supplier system of CoolerMaster and is currently developing products according to customer processes [2][49] - The company is actively promoting its self-developed products to potential clients in the liquid cooling field, including CoolerMaster, AVC, and others [3][10][29] Group 2: Production and Capacity - The new factory is expected to be fully operational by the end of 2024, which will support the company's production capacity [46] - The company operates on a made-to-order production model, aligning production with customer orders [14][16] Group 3: Market Position and Competitiveness - The company has over 30 years of experience in rubber pipeline formulation and manufacturing, which enhances its competitive edge [11][39] - The liquid cooling server pipeline products have achieved V0 level standards and have received UL certification [9][39] Group 4: Financial Performance and Future Outlook - The revenue from server liquid cooling products currently constitutes a relatively small proportion of the company's total income [12] - The company aims to enhance its market share and product quality in the liquid cooling sector through focused R&D efforts [23][12] Group 5: Customer Engagement and Order Management - The company is closely monitoring customer order demands and is prepared to adjust production plans accordingly [18][14] - The company is in the process of promoting its liquid cooling connectors and is seeking more potential collaboration opportunities [21][41]

Group 1: Mining Projects and Production Capacity - The Jin Xin Mining's 5,000 tons/day beneficiation plant construction is nearly complete, entering the trial operation phase [5] - The company is actively processing the application for a mining license of 5 million tons/year for Jin Xin Mining, with key procedures already met [3] - The Zhongdu Mining's 350,000 tons/year expansion project has received approval, with other procedures progressing smoothly [3] Group 2: Financial Performance and Profitability - In the first half of 2025, the company reported a net profit of 5.21 billion yuan, a year-on-year increase of 1,111.34%, primarily due to non-recurring gains from the sale of a 65% stake in Yubang Mining [7] - The company's operating cash flow was -341 million yuan, attributed to increased production costs and inventory [6] - The overall gross margin decreased by 23.96 percentage points to 13.51% [7] Group 3: Strategic Development and Market Position - The company plans to enhance its investment value and shareholder returns through ongoing management of production, cash dividends, and investor relations [5] - The company is focusing on optimizing production processes and expanding diversified sales channels to strengthen market competitiveness [6] - The company is exploring the potential of solid-state batteries, leveraging its lithium and sulfide resources, which are crucial for the production of electrolytes [4] Group 4: Resource Management and Future Plans - The company will continue to conduct exploration and resource increase work within its mining rights [4] - The company is in the process of restructuring and evaluating its assets, with significant progress expected in the near future [6] - The company is enhancing its resource utilization efficiency and economic benefits through technical upgrades and expansion projects [8]