Business Overview - In 2024, the total business volume reached 13.33 billion parcels, a year-on-year increase of 11.3% [2] - Revenue for 2024 was CNY 284.4 billion, up 10.1% year-on-year [2] - International revenue growth outpaced domestic, with express logistics revenue at CNY 205.8 billion (up 7.7%) and supply chain & international revenue at CNY 70.5 billion (up 17.5%) [2] Financial Performance - EBITDA profit reached CNY 32.7 billion, a year-on-year increase of 11.0%, with an EBITDA margin of 11.5% [2] - Net profit attributable to shareholders was CNY 10.2 billion, up 23.5%, with a net profit margin of 3.6% [2] - The company returned CNY 10.66 billion to shareholders through dividends and share buybacks [2][17] Operational Efficiency - Labor costs as a percentage of revenue (excluding KLN) increased by 0.8 percentage points [10] - Transportation costs as a percentage of revenue (excluding KLN) decreased by 0.8 percentage points [10] - Other operating costs as a percentage of revenue (excluding KLN) decreased by 1.2 percentage points [10] Strategic Initiatives - The company aims to enhance operational agility by empowering frontline decision-making and transitioning from management to service-oriented headquarters [3] - Focus on industry transformation and expanding supply chain capabilities to improve market penetration [3] - Emphasis on cross-border logistics and tailored solutions for clients [3] Growth Segments - Time-sensitive express revenue grew by 5.8%, with a parcel volume increase of 12% [5] - Economic express revenue (excluding Fengwang) increased by 11.8%, with parcel volume up 18% [5] - Fast freight revenue grew by 13.8%, with a volume increase exceeding 20% [6] International Expansion - The international business is positioned as a second growth curve, with international revenue growth exceeding domestic growth by over 2 times in 2024 [28] - The company has secured over 100 overseas supply chain projects, enhancing its cross-border capabilities [7][29] ESG Commitment - The company improved carbon efficiency by 9.3% in 2024, with a 12% reduction in carbon footprint per parcel [18] - Recognized for its ESG practices, ranking high in various international ratings [18] Future Outlook - The company plans to maintain a dual focus on high-end express and economic segments to drive growth [20] - Continuous investment in technology and operational efficiency to enhance service quality and reduce costs [22] - Anticipates stable revenue growth and profitability improvements in 2025 [25]

Group 1: Company Overview - New Aluminum Era focuses on "high precision, high strength, high performance" aluminum alloy products, successfully applied in the new energy vehicle sector and targeting the 3C industry's demand gap for high-precision materials [1] - The company has established production bases in Dongguan and Suzhou, with an additional factory in Vietnam, creating a "materials + precision manufacturing" advantage [2] Group 2: Core Products - The main products include display brackets, precision shafts, and precision stamping products, recognized as a leading enterprise in these segments and certified as a national-level "specialized and innovative" small giant [3] - Key applications for products include all-in-one machines, tablets, drones, and smart home devices, with representative clients such as Dell, Lenovo, DJI, and Xiaomi [4] Group 3: Competitive Advantages - The company is the largest supplier of high-end display brackets in mainland China, with significant technical and product advantages over competitors [5] - It has received first-tier supplier certification from a globally recognized North American electronics company, ensuring stable supply relationships [6] - The company boasts over 500 authorized patents, including more than 30 invention patents, showcasing its strong R&D capabilities [6][7] Group 4: Client Relationships - Core clients include internationally renowned brands like Dell, Lenovo, Xiaomi, and DJI, as well as long-term partnerships with major OEMs such as Foxconn and Wistron [6][7] - The strong market presence and high standards of these clients enhance the company's reputation and facilitate market expansion [6][7]

Group 1: Investor Relations Activity - The investor relations activity was conducted online from March 26 to March 27, 2025, with a total of 65 participating institutions [3][4] - Key company representatives included the board members and financial officers [4] Group 2: Company Performance and Revenue - Domestic revenue for 2024 reached ¥330,558,354.83, a year-on-year increase of 43.00%, while overseas revenue was ¥286,606,003.62, up by 21.49% [6] - The overall gross margin slightly decreased due to higher domestic revenue growth compared to overseas [6] Group 3: Product Development and Applications - The ultrasonic underwater distance sensor has been successfully developed and is recognized by downstream customers for applications in underwater detection and robotics [5] - The six-axis multi-head precision dispensing robot is designed for high-precision applications in electronics, medical, and automotive sectors, enhancing manufacturing efficiency [8] - The flexible sensor, or "electronic skin," has been launched and is used in precision robotic hands, with potential applications in service robots and smart wearable devices [13] Group 4: Market Trends and Strategic Focus - The company is focusing on the smart driving sector, with the AKⅡ ultrasonic sensor already in mass production, meeting safety requirements for advanced driving levels [14][15] - The demand for consumer electronics is expected to grow, with products like pressure feedback sensors being integrated into various devices [16] - The development of lead-free piezoelectric materials is anticipated to expand the application scenarios for ultrasonic sensors, addressing market needs in food processing and medical devices [16]

Company Overview - Tianrun Industrial Technology Co., Ltd. provides a brief overview of its 2024 annual report and operational performance [1] Market Performance - The first quarter production levels are stable compared to the same period last year, with expectations for steady or upward trends in Q2, Q3, and Q4 [1] - The company anticipates greater revenue growth in the latter half of the year due to new product developments and business expansions [1] Client Structure and Revenue - The largest client, Weichai, accounts for approximately 33% of total revenue, while Cummins contributes around 20% [2] - The revenue from large-diameter products, primarily from Weichai, constitutes about 60% of the large-diameter crankshaft and connecting rod business [2] - Last year, large-diameter product revenue represented about 7% of total revenue, with projections for 2025 estimating this to rise to around 10% [2] Product Pricing and Profitability - Pricing for connecting rods ranges from 1,300 to 2,000 RMB, while large-diameter crankshafts can vary significantly from 10,000 to 50,000 RMB based on specifications [3] - The gross margin for heavy-duty crankshaft products is generally around 25%, with large-diameter crankshafts expected to have a higher margin [3] Equipment and Production Flexibility - Equipment for large-diameter crankshafts can be adjusted across different production lines, although switching between heavy-duty and light-duty lines is not feasible [4][5] Industry Trends - The heavy-duty truck sector is currently in a downturn, but production increases could positively impact profit margins [5] - The company is exploring opportunities in the robotics sector, leveraging its automation capabilities and existing technology [6] Air Suspension Business - The air suspension business generated approximately 276 million RMB in 2024, with a projected growth of 10% to 20% for the current year [7]

证券代码： 002420 证券简称：毅昌科技 广州毅昌科技股份有限公司投资者关系活动记录表 编号：2025-001 | 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 3 月 28 日（周五）下午 15:00~17:00 | | | 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 | 1、董事长 宁红涛先生 | | | 员姓名 | 2、副总经理、董事会秘书、财务负责人 叶昌焱先生 | | | | 3、独立董事 胡彬先生 | | | | 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、请问公司跟江 ...

证券代码：002536 证券简称：飞龙股份 飞龙汽车部件股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 ☑业绩说明会 | | 类别 | □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 2024 年年度网上业绩说明会的投资者 | | 时间 | 2025 年 3 月 28 日 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 副董事长、总经理：孙耀忠 | | | 独立董事：方拥军 | | 员姓名 | 保荐代表人：杨曦 | | | 副总经理、财务总监：孙定文 | | | 副总经理、董事会秘书：谢国楼 | | 投资者关系活动 | 1、孙总你好，请问 2025 年公司计划在 AI 服务器液冷领域取得 | | | 哪些进展？ | | | 回复：公司已组建专业技术和营销团队，全力开发 ICT 及商用 | | | 泵市场。 | | 主要内容介绍 | 2、孙总下午好，贵司是否已 ...

Business Overview - The company has diversified its services in the low-altitude economy, including smart control system development, aerial command management, and training [1] - Future plans involve expanding into aircraft component manufacturing and processing, leveraging its maintenance advantages in the general aviation sector [1] Revenue Growth - The low-altitude economy is expected to provide significant revenue growth opportunities across various segments, including aircraft manufacturing, operational services, and comprehensive service guarantees [1] - Current revenue growth is primarily driven by offshore oil flight services, emergency rescue, general aviation maintenance, and pilotage services [1] Fleet and Operations - The company operates the largest civil helicopter fleet in Asia, featuring models from Airbus, Sikorsky, and Leonardo, along with 11 deployed drones [2] - The company has established regular flight routes, including Shenzhen-Zhuhai and Zhoushan-Dongji Island, as well as multiple sightseeing routes in Shenzhen [7] Financial Performance - The projected cash dividend for the 2024 fiscal year is CNY 1.25 per 10 shares (tax included), with no stock distribution or capital reserve conversion planned [3] - The gross profit margin for 2024 is expected to be 23.04%, an increase of 1.88% from the previous year, with plans to enhance it through fleet upgrades and cost management [4] Competitive Advantages - The company maintains a strong brand influence, comprehensive service capabilities, and high safety production standards, which contribute to its competitive edge in the offshore oil service market [5] - It has achieved over 500,000 hours of safe flight, establishing a leading safety record in the industry [6] - The company employs 212 pilots and 425 maintenance personnel, ensuring a skilled workforce to support its operations [7] Innovation and Development - The company has developed a unique safety management system and is actively involved in enhancing safety standards within the industry [6] - It has signed a strategic cooperation agreement in the eVTOL sector and is participating in setting technical standards for eVTOL takeoff and landing sites [7] Market Management - The company emphasizes value management by enhancing its competitiveness and improving communication with investors [7]

证券代码：001313 证券简称：粤海饲料 广东粤海饲料集团股份有限公司 投资者关系活动记录表 编号：2025-002 | |  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 | | 参与单位名称 及人员姓名 | 粤海饲料 冯明珍 渤海财产保险股份有限公司、万家基金管理有限公司、中加基金管理有 | | | 限公司、广发证券股份有限公司、东北证券股份有限公司研究员及分析 | | | 师，具体名单详见附件。 | | 时间 | 2025 年 3 月 27 日-28 日 | | 地点 | 粤海饲料 1 号会议室 | | 形式 | 现场交流 | | | 公司就投资者在本次交流会中提出的问题进行以下回复： 1、今年公司开启了战春行动效果如何？1 季度饲料各品种的销量情 | | | 况？ | | | 答：公司启动的战春行动大大激发业务人员的积极性，管理干部和 | | | 业务人员走访市场频率大幅度提高，开发优秀客户数量倍增。截至目前， | | 投资者关系活 | 公司主要产品销量同比 ...

证券代码:002668 答:公司 2024年销管研费用率 10.9%,同比下降 0.7%,主要为收入 上升带来的规模效应影响;财务费用率-0.8%,同比下降 0.1%,主要因本 期美元升值影响,汇兑收益有所增加。 证券简称:TCL 智家 广东 TCL 智慧家电股份有限公司 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□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 | | | 参与单位名称国信证券王兆康、国信证券邹会阳、申万菱信游彤煦、富国基金樊博文、 | | | 及人员姓名 | 国投瑞银张宇初、银河基金陆帅坤 | | 时间 | 2025年3月27日、2025年3月28日 | | 线上会议 地点 | | | 上市公司接待 | 董事会秘书 温晓瑞女士、证券事务代表 吴鑫、投资者关系主管 王珮璇 | | 人员姓名 | | | 1. | 公司 2024 年经营情况介绍? | | | 答:公司致力于成为全球领先的智慧家电企业,坚定推进全球化战 | | 投资者关系活 ...

证券代码：002053 证券简称：云南能投 | 利润的 年末，公 45%，相比前两年有一个较大的提升。截至 2024 | | --- | | 司新能源总装机容量 194.64 万千瓦，其中风电 182.04 万千瓦，光 | | 伏 12.6 万千瓦。 | | 年内金钟风电场一、二期工程 万千瓦、葫芦地光伏电站一、二 35 | | 期 2 万千瓦陆续并网发电，67 万千瓦风电扩建项目建设有序推进， | | 马龙竹园光伏项目 12 月正式开工建设，新能源新赛道延链补链加 | | 速推进；盐板块业务统筹绿色低碳和降本增效，持续推动盐业稳中 | | 求进；以所持有的天然气公司股权对页岩气公司增资完成后，有利 | | 于公司集中资源进一步聚焦新能源核心主业发展、进一步优化公司 | | 的资源配置。综上所述，2024 年公司资产、收入、利润、经营净 | | 现流等主要指标实现全面增长，较好地完成了年度经营目标，公司 | | 盈利能力和核心竞争力进一步提升，高质量发展迈向新的台阶。谢 | | 谢！ | | 年度新能源补贴发放情况如何？ 2.2024 | | 答：2024 年公司所属公司累计获得国家可再生能源电价附加资金 | ...