Group 1: Financial Performance - The company expects a loss of 216 to 264 million yuan for 2024, a year-on-year decline of 500% to 589% [6] - The company's revenue for the first three quarters of 2024 is 232 million yuan, with military procurement contributing 1.2265 million yuan, accounting for 0.53% of total revenue [1] - The company signed new contracts worth 559 million yuan in 2024 [5] Group 2: Order Status - As of March 31, 2025, the company has an order backlog of 340 million yuan [4] - The company has formed approximately 26 million yuan in orders related to inertial navigation products [2] - The company has received some sales orders in the international market for certain products [2] Group 3: Impact of Military Procurement Ban - The company has been banned from participating in military procurement activities since October 14, 2024, for a period of one year [4] - The ban has led to a significant reduction in order volume, impacting 2024 revenue [4] - The company is actively expanding into civilian markets to mitigate the impact of the military procurement ban [9] Group 4: Strategic Initiatives - The company is focusing on developing civilian market products such as emergency drones and low-orbit satellite terminals [7] - The company is optimizing its organizational structure and reducing personnel by approximately 20% to improve operational efficiency [6] - The company is exploring external cooperation opportunities to enhance competitiveness [6] Group 5: Market Outlook - The company is optimistic about the growth potential in the unmanned systems, satellite communication, and radar detection industries [3] - The company aims to leverage emerging industries like low-altitude economy and intelligent driving for future growth [6] - The company is committed to continuous innovation and product development to maintain market competitiveness [6]

证券代码：000880 证券简称：潍柴重机 潍柴重机股份有限公司投资者关系活动记录表 编号：20250512 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | ☑现场参观 | | | □其他（请文字说明其他活动内容） | | | 广发证券 黄晓萍 | | 参与单位名称 | 悦溪投资 李晓光 | | | 鸿道投资 赵 云 | | 及人员姓名 | 道仁资产 陈跃雄 | | | 中加基金 苗 超 | | 时间 | 2025 年 5 月 12 日 13:30-15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 温涛、盛卫宁、柳国超 | | 员姓名 | | | | 来访者首先参观了公司大缸径材料成型中心，随后在公司会 | | | 议室就关注问题与公司进行交流，交流内容主要包括： | | | 1.简单介绍下公司 2024 年及 2025 年一季度的经营情况。 | | | 2024 年，面对复杂多变的内外部环境及竞争激烈的行业发展 | | | 态势，公司最终实现公司运行平稳发展。报 ...

证券代码：300565 证券简称：科信技术 深圳市科信通信技术股份有限公司 投资者关系活动记录表 编号：2025-001 3、请介绍下公司目前的产品结构与应用情况 尊敬的投资者，您好。目前公司的主要产品类别为：无线网络能 源产品、数据中心产品和固定及传输网络产品。公司网络能源产品主 要应用于无线接入侧网络建设领域，主要是为无线通信基站提供能源 保障，一般包括电源模块、电池模块、监控模块、温控模块和结构件 等；公司数据中心产品主要包括智能微模块数据中心、封闭冷通道、 IDC 机柜等产品，主要为数据中心机房提供供电、数据传输、物理支 撑及散热等功能；公司固定及传输网络产品为公司传统产品，主要包 括无跳接光缆交接箱、光缆分纤箱、光纤配线产品、光无源器件等 ODN 设备，通过光纤光缆实现通信设备线路的连接、调配、管理的 功能。感谢您对公司的关注！ 4、无线网络能源产品和数据中心产品是公司营收增长的主要驱 动力，在这两个核心业务板块未来准备如何进一步提升产品竞争力 和市场份额？ 尊敬的投资者，您好。公司一直把技术研发作为战略重心之一， 在做好营销支撑的同时，结合公司的发展战略和规划，公司根据市场 趋势和客户需求，动态调 ...

证券代码：301577 证券简称：美信科技 广东美信科技股份有限公司 投资者关系活动记录表 【回复】公司 2025 年 4 月 30 日披露《关于特定股东减持股 份预披露公告》中所提及解禁股东为首发前持股 5%以上的机 构股东，公司股东的减持行为均严格遵守相关法律法规的规 定，确保合法合规。 4、对于公司使用到的原材料如铜这类大宗商品涨价，会给公 司带来成本压力吗？公司采取怎样措施避免压力？ 【回复】公司使用原材料主要为塑胶外壳、磁芯、漆包线、 锡条等。原材料价格上涨确实会对公司成本端带来一定压力， 其中铜的占比在公司产品成本中的比重相对较小，所以仅是 铜价的上涨构成的压力不会太大。针对于原材料的采购，公 司每半年或每季度会进行一次集中的招投标，采购部会根据 客户订单、生产计划、未来客户需求预测、库存物料、采购 周期等因素，尤其当预测原材料价格上涨时，会第一时间做 出管控，比如提前锁价等措施，以尽可能地去减少原材料上 涨对公司业绩的影响。 5、公司前五大客户的销售情况 【回复】2024 年度，前五名客户合计销售金额（元）15073.9 万元；前五名客户合计销售金额占年度销售总额比例35.70%。 6、2024 ...

青岛盘古智能制造股份有限公司 投资者关系活动记录表 证券代码：301456 证券简称：盘古智能 编号：2025-001 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 及人员姓名 参与公司 2025 年青岛辖区上市公司投资者网上集体接待日暨 2024 年度业绩说明会活动的投资者 时间 2025 年 5 月 12 日（周一）15:00-17:00 地点 "全景路演"网站（http://rs.p5w.net）或微信公众号（名称：全 景财经）或全景路演 APP 上市公司接 待人员姓名 董事兼总经理、财务总监：路伟 副总经理兼董事会秘书：郑林坤 独立董事：牛传勇 投资者关系活动 主要内容介绍 公司就投资者在本次活动中提出的问题进行了回复： 公司 2024 年净利润再度出现大幅下滑，今年一季度仍然微降。 2025 年公司有何积极举措，提振业绩？ 尊敬的投资者您好，公司 2024 年业绩波动的主要原因包括股 权激励股份支付成本。2025 年公司会继续专注主业，持续投入研发 和人才储备，打造公司核心竞争力。 ...

证券代码：301022 证券简称：海泰科 债券代码：123200 债券简称：海泰转债 青岛海泰科模塑科技股份有限公司 投资者关系活动记录表 编号：2025-060 | | □特定对象调研 □分析师会议 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资者关系活动 类别 | √业绩说明会 □媒体采访 | | | | | | | | □新闻发布会 □路演活动 | | | | | | | | □现场参观 √其他：2025 | | | | | 年青岛辖区上市公司投资者网上集 | | | 体接待日活动 | | | | | | | 参与单位名称及 | 参与 2025 年青岛辖区上市公司投资者网上集体接待日暨 | | | | | 2024 年度业绩说 | | 人员姓名 | 明会活动的投资者 | | | | | | | 时间 | 2025 年 15:00-17:00 | 5 | 月 | 12 | 日 | | | 地点 | "全景路演"网站（http://rs.p5w.net） | | | | | | | 上市公司接待人 | 公司董事兼总经理王纪学先生； | ...

Financial Performance - The company achieved operating revenue of 80,372.89 million yuan in 2024, representing a year-on-year growth of 5.75% [2] - The net profit attributable to shareholders was 10,642.93 million yuan, a decrease of 21.01% year-on-year [2] - The net profit excluding non-recurring gains and losses was 8,347.32 million yuan, down 26.88% year-on-year, primarily due to increased operational costs from hiring new personnel [2] - The total cash dividend for 2024 was 1,987.65 million yuan, accounting for 18.68% of the annual net profit [4] Contractual and Project Engagement - The company signed new non-tax contracts worth 10 billion yuan in 2024, with a 33% increase in the second half compared to the first half [3] - As of the end of 2024, the total amount of existing non-tax contracts was 18.89 billion yuan, a year-on-year increase of 0.38% [2] - The company executed 2,161 SMO projects by the end of 2024, contributing to the launch of nearly 190 products domestically and internationally [2] Industry Position and Competitive Landscape - The SMO industry is entering a new development phase, with leading companies expanding client resources and talent scale, while smaller firms are gradually exiting the market [2] - The company collaborates with all of the top 10 global pharmaceutical companies, providing high-quality clinical trial management services [3] Future Outlook and Strategic Plans - The company plans to continue exploring innovations in organizational management and the application of AI and new technologies in clinical trial execution [2] - There are ongoing discussions regarding potential mergers and acquisitions, with a cautious approach to align with the company's long-term vision of becoming a data-driven clinical research service provider [4] - The actual controller and chairman plans to increase shareholding between 6 million to 9 million yuan from January 15 to July 14, 2025, reflecting confidence in the company's future [4]

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]