证券代码：300271 证券简称：华宇软件 北京华宇软件股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系 | 特定对象调研 分析师会议 媒体采访 业绩说明会 | | --- | --- | | 活动类别 | 新闻发布会 路演活动 现场参观 其他 | | | 一、参与调研的人员 来自长盛基金、东兴基金、地泽投资、和聚投资、兴全基金、 | | 参与单位名称 | 银杏资本、中欧基金、民生证券、中邮证券、浙商证券等机构 | | 及人员姓名 的 | 11 位投资者和分析师 | | | 二、参与业绩说明会的人员 | | | 线上参与公司 2024 年度网上业绩说明会的投资者 | | 时间 | 2025 年 5 月 12 日（周一） | | | 一、调研的地点 | | 地点 | 北京市海淀区清华科技园科技大厦 座 层第二会议室 C 25 | | | 二、业绩说明会的地点 | | | 全景网（https://rs.p5w.net） | | | 董事长、总经理：郭颖先生 | | 上市公司 | 董事、副总经理：赵晓明先生 | | | 董事、首席财务官：王琰先生 | | 接待人员姓名 | ...

Group 1: Project Progress - The 200,000 tons/year mixed waste plastic resource utilization demonstration project is currently in the preparation stage for commencement, with progress reported as smooth [2][3][7][19]. - The project successfully completed ignition on April 8, 2025, and is now undergoing testing before official production [3][22]. - The project is expected to expand capacity based on strategic development plans and waste plastic recovery conditions after the initial production [5][21]. Group 2: Stakeholder Engagement - The company held a collective performance briefing for listed companies in Qingdao on May 12, 2025, to engage with investors [2]. - Investors are encouraged to check the company's periodic reports for the latest shareholder numbers, which can be confirmed by contacting the securities affairs department [4][8]. Group 3: Financial Matters - The company's current fundraising plan of 850 million yuan is on hold due to the need for energy approval processes, with a resumption of review pending [6][10][12][13]. - The company is closely monitoring stock price trends and emphasizes the importance of rational investor perspectives on market fluctuations [22]. Group 4: Technical and Operational Queries - The company has established a comprehensive technical management system to protect its proprietary technology related to waste plastic cracking [20]. - The expected yield from the mixed waste plastic deep catalytic cracking project is approximately 85%-90%, influenced by the types and compositions of the waste plastic [18].

Financial Performance - In 2024, the company's revenue reached a historical high of 447 million CNY, representing a year-on-year growth of 21.41% [2][3] - Revenue from semiconductor and new business sectors grew by 27.52%, while revenue from consumer electronics and existing businesses increased by 22.42% [3] - The laser business achieved a revenue of approximately 301.29 million CNY in 2024, with a year-on-year growth of 26.90% [5][6] Business Segmentation - Revenue from consumer electronics (including 3D printing) accounted for approximately 73.45% of total revenue, amounting to about 328.08 million CNY, with a year-on-year growth of 22.61% [3] - Revenue from new business sectors, including semiconductors and renewable energy, contributed approximately 22.80% of total revenue, totaling around 101.84 million CNY, with a year-on-year growth of 27.52% [3] R&D and Innovation - R&D investment accounted for 23.13% of total revenue, focusing on continuous innovation in consumer electronics and other new downstream industries [9] - The company is developing high-power ultra-fast thin disk lasers, with the first phase of development expected to be completed by 2025 [10][11] Market Position and Competitive Advantage - The company is one of the few manufacturers globally with core technologies and production capabilities for nanosecond, sub-nanosecond, picosecond, and femtosecond lasers [6][8] - The gross margin for the laser business reached 49.97% in 2024, an increase of 4.01 percentage points year-on-year [7] Future Outlook - The company has completed its layout in semiconductor, renewable energy, next-generation display, and biomedical sectors, aiming for diversified growth [8][12] - The global manufacturing trend towards precision is expected to drive the demand for laser technology, particularly in micro-processing applications [9]

证券代码：002907 证券简称：华森制药 重庆华森制药股份有限公司 投资者关系活动记录表 编号：2025-004 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 重庆环保基金 投资总监钟峥嵘 重庆环保基金 投资经理商思为 重庆环保基金 投资经理石思远 中金银海（香港）基金有限公司 总经理兼基金经理雍心 赢仕私募基金 董事长兼基金经理陈涛 时间 2025 年 5 月 12 日 地点 公司 3 楼会议室 上市公司接待人姓名 周智如（证券事务代表） 徐 君（证券事务专员） 投资者关系活动 主要内容介绍 一、公司在遵守信息披露制度的前提下，介绍公司经营业 绩、产品布局、市场开发和生产管理等情况，沟通内容与公司 公告内容一致。 二、采取问答方式，由周智如女士负责回答： 1.关注到公司有产品布局海外市场，请问具体的情况。 答：近几年公司通过提前布局，陆续在海外市场有了一定 的突破。2023 年 5 月公司第五期生产基地以零缺陷通过了美国 FDA 的 cGMP 现场检查，标志着公司 GMP 管理体系已达到较高水 平；2023 年 ...

Financial Performance - The company achieved total operating revenue of 5.745 billion yuan, a decrease of 5.47% year-on-year [3] - The total profit amounted to 1.706 billion yuan, down 11.06% compared to the previous year [3] - Total assets reached 47.832 billion yuan, an increase of 4.37% [3] - Net assets attributable to shareholders were 19.990 billion yuan, up 3.35% [3] Asset Restructuring Plans - The company is currently advancing a major asset restructuring, which is expected to significantly enhance asset scale and business strength post-completion [4] - The integration of quality nuclear power assets is anticipated to improve total assets, net assets, and operating revenue, thereby enhancing asset quality and profitability [4] Future Growth Drivers - The company aims to develop a nuclear power operation asset integration platform, ensuring the sustainability and stability of various business segments [5] - The ongoing restructuring is expected to maximize the benefits of the transaction, enhancing overall competitiveness and profitability [5] Industry Outlook - Nuclear power is viewed as a crucial energy choice for achieving carbon neutrality and addressing climate change, with significant long-term development potential in China [5] - As of September 2024, the company has operational nuclear units with a total installed capacity of 7.45 million kilowatts and additional projects in the pipeline, indicating a solid foundation for future growth [5] Shareholder Information - As of March 31, 2025, the total number of shareholders was 158,998 [8] - The company will adhere to disclosure obligations regarding shareholder information in regular reports [8]

Group 1: Financial Performance - In Q1 2025, the company's revenue increased by 13.51% year-on-year, driven by growth in both the data center and new energy sectors [1] - The net profit attributable to shareholders decreased by 10.44% year-on-year due to low gross margins in the new energy sector, impacted by intense competition and lower product prices [1] - Future recovery in gross margins is anticipated with the resurgence of overseas energy storage demand [1] Group 2: Market Outlook - The global renewable energy market is expected to grow, with emerging markets in the Middle East, Southeast Asia, and Africa showing sustained demand [2] - The previously competitive European market is gradually recovering after inventory depletion [2] - The company maintains an optimistic outlook on the global renewable energy market and is actively expanding new market channel development [2] Group 3: Production and Capacity - The company operates 5 automated production lines for lead-acid batteries, with an annual production capacity of 3 million kVAh to meet current demand [2] - The company offers two sales models for UPS: one with only the UPS head and another bundled with lead-acid batteries, allowing for customization based on customer needs [2] Group 4: Data Center Business - The internet industry's increased investment in data centers is expected to accelerate growth, although project timelines can be lengthy due to various stages of development [2] - The company has seen a year-on-year increase in data center business growth in Q1 and remains optimistic about the overall industry benefiting from AI development in the next three to five years [2] Group 5: Investor Relations - The company conducted the investor relations activity in compliance with information disclosure regulations, ensuring the accuracy and completeness of the information shared [2]

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] - 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, up by 0.81% [1] - In Q1 2025, the company reported a revenue of CNY 348 million, reflecting a 40.28% increase year-on-year, with a net profit of CNY 40 million, up by 14.42% [2] Group 2: Business Growth Drivers - The commercial vehicle monitoring sector is experiencing a product upgrade wave, with traditional devices being replaced by intelligent video recording devices [2] - The company is actively pursuing product certifications in the EU and Americas, aiming to expand its overseas market presence [2] - In the passenger vehicle positioning sector, the company plans to enhance its market share overseas while exploring new applications in asset tracking [2] Group 3: Product Development and Innovation - The company aims to diversify its smart sleep product offerings to enhance market competitiveness and achieve steady revenue growth [3] - The company has developed over twenty types of smart hardware, including electronic student IDs and smart wearable devices, generating CNY 142 million in revenue in 2024, a 21.70% increase from 2023 [6] - Future product development will focus on smart wearables, smart education, pet tracking, and smart city applications [6] Group 4: Sales and Market Strategy - The company’s smart vehicle terminal products primarily target the aftermarket, characterized by diverse regional distribution and varying customer needs [6] - The sales model involves collaboration with vehicle operation service providers, who purchase products and implement solutions tailored to local customer demands [7] - The relationship between the company and service providers is mutually beneficial, ensuring that customer needs are met effectively [7] Group 5: Risk Considerations - The information provided regarding industry forecasts and company strategies should not be interpreted as commitments or guarantees from the company or its management [7]

Group 1: Business Performance - The company's overseas orders increased by 32% quarter-on-quarter in Q1 2025, indicating strong market demand [1] - In Q1 2025, the company's revenue was 639 million CNY, a decrease of 8.75% year-on-year, while net profit attributable to shareholders was 33.635 million CNY, down 2.84% year-on-year [3] - The company's overseas sales revenue increased by 20% in Q1 2025, contributing to improved profitability [14] Group 2: Product Development and Standards - The company has actively participated in the standardization of photovoltaic soldering ribbon products, contributing to national and industry standards [4] - The company is focusing on continuous R&D to optimize product structure and introduce new products, including reflective films and solder paste for the photovoltaic industry [6] Group 3: Financial Management and Risks - The company established a comprehensive risk management system to ensure transparent decision-making and protect shareholder interests [2] - In 2024, the company made a provision for bad debts amounting to 37.25 million CNY, which reduced net profit by the same amount [9] Group 4: Future Strategies and Market Outlook - The company plans to focus on the photovoltaic industry, enhancing profitability and risk control while balancing output and profit [6] - The global photovoltaic market is expected to continue growing, driven by increasing demand for clean energy and supportive policies [15] Group 5: Corporate Governance and Compliance - The company operates in compliance with legal regulations and has provided independent directors with necessary resources to fulfill their duties [5] - The company has a clear dividend policy, distributing a total of 46.8 million CNY in cash dividends from 2022 to 2023, with plans to distribute 10.99 million CNY in 2024 [14]

合肥丰乐种业股份有限公司投资者关系活动记录表 | 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） | | | 国泰海通 林逸丹 | | | 光大保德信 张禹 | | 活动参与人员 | 华源证券 冯佳文 | | | 丰乐种业董事会秘书 顾晓新 | | 时间 | 2025 年 5 月 12 日（星期一） | | 地点 | 公司接待室 | | 形式 | 现场调研 | | | 1、公司 2024-2025 经营年度，玉米种子销量为多少？ | | | 其中铁 391 和铁 391K 的销售情况如何？ | | | 答：截至目前，公司 2024-2025 经营年度玉米种子实 | | | 现销量 3,000 多万公斤，其中铁 391 和铁 391K 销量合计 | | | 达 1,100 多万公斤，具体将在公司经营年度结束后披露的 | | | 经营年度报告中披露。 | | | 2、公司 2024-2025 经营年度，各销售区域值得关注 | | 交流内容及具体问答 ...

证券代码：301557 证券简称：常友科技 江苏常友环保科技股份有限公司投资者关系活动记录表 编号：2025-001 | | □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 | | | 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 | 通过全景网"投资者关系互动平台"（https://ir.p5w.net）参与 | | 人员姓名 | 公司 年度业绩说明会的投资者 2024 | | 时间 | 2025 年 5 月 12 日（星期一）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、公司董事长：刘文叶先生 | | | 2、董事会秘书：唐娜女士 | | | 3、财务总监：吴网娟女士 | | 员姓名 | 4、独立董事：陈耀明先生 | | | 5、保荐代表人：徐亮庭先生 | | | 投资者提出的问题及公司回复情 ...