Group 1: Sales Performance - In 2024, the sales revenue for memory products reached 20.685 billion CNY, accounting for 42.53% of total sales; processor revenue was 14.972 billion CNY, making up 30.78%; analog devices generated 4.990 billion CNY, representing 10.16%; and RF and wireless connection products contributed 2.979 billion CNY, which is 6.13% [1] - The significant sales growth in 2024 was primarily driven by increased demand from consumer terminals and AI server-related customers for memory and processor products [1] Group 2: Financial Growth - In Q1 2025, the company achieved an operating revenue of 17.470 billion CNY, a year-on-year increase of 49.01%; the net profit attributable to shareholders was 84.555 million CNY, up 64.99% [2] - The growth in revenue and profit was mainly due to the company seizing opportunities in the electric vehicle, AI computing, and robotics sectors [2] Group 3: Design Chain Services - The design chain services rely on the application innovation platform "Firefly Workshop," focusing on technical services and application innovation to support the growth of distribution business and innovation in upstream and downstream enterprises [3] Group 4: Industry Role - The company serves as a leading platform for electronic component application innovation and modern supply chain services, acting as a crucial link between electronic component manufacturers and downstream electronic information manufacturers [4] - It helps upstream manufacturers promote new products and expand customer bases while reducing marketing costs, and provides technical support and application solutions to downstream customers, enhancing value and service innovation [4] Group 5: Currency Risk Management - Currency fluctuations impact the company's foreign currency assets and liabilities, affecting exchange gains and losses [5] - To mitigate currency risk, the company implements measures such as adjusting inventory and accounts receivable structures, expanding domestic transaction volumes, and increasing credit limits with foreign banks to reduce foreign exchange costs [5] Group 6: Key Suppliers - As of the end of 2024, the company authorized 139 product lines, with key domestic semiconductor suppliers including Cambrian, OmniVision, Jiangbo Long, Shengbang Micro, and Aiwei, representing 11 out of the top 20 domestic semiconductor brands [6]

Financial Performance - The company's net profit for 2024 increased by approximately 366.61% compared to the previous year, driven by expanded sales and profits in the shipbuilding sector, enhanced cost management, and tax incentives from advanced manufacturing policies [2][3]. Research and Development Strategy - The company has established a technology innovation system centered on collaboration with research institutions and universities, focusing on green and smart technologies for future development [3][4]. - Plans to increase R&D investment, particularly in catalyst materials and hydrogen fuel cell applications, are in place to enhance product offerings in the hydrogen energy sector [3][4]. Inventory Management - The company employs a zero-inventory management strategy for downstream customers, producing based on customer orders and ensuring safety stock as needed [3][4]. Competitive Position - As the first domestic company focused on exhaust after-treatment, the company has built a strong brand image and customer base, particularly among leading enterprises in various sectors [4][5]. - The company aims to maintain its competitive edge through continuous R&D, quality management, and by capitalizing on emission upgrade opportunities [4][5]. Future Business Plans - The company plans to deepen its focus on green environmental protection, with projects aimed at enhancing product performance and expanding into new markets, including heavy-duty diesel engines and hybrid systems [4][5]. - In the shipping sector, the company will develop new products such as shipboard carbon capture systems and ammonia-hydrogen engine after-treatment systems to meet market demands [4][5]. Industry Trends - The exhaust after-treatment industry is experiencing rapid growth, supported by national policies and increasing environmental regulations, with significant demand expected from commercial vehicles and non-road machinery [5]. - Future growth points include the implementation of national emission standards and the push for ultra-low emissions in industries like power and steel [5].

Financial Performance - The company's asset-liability ratio for 2024 is 67.03%, a decrease from 67.93% in 2023, indicating a stable financial position [2][3] - A significant decline in net profit attributable to shareholders of 496.85% is attributed to increased provisions for bad debts due to special institutional clients' payment policies [4] - The company plans to enhance cash flow and reduce bad debt risks by improving accounts receivable management and communication with clients [5] Business Strategy - The company aims to leverage the "Belt and Road" initiative to expand its international market presence and enhance the stability and profitability of its overseas operations [3] - The focus is on developing a comprehensive diagnostic technology and data service ecosystem, with a commitment to aircraft safety and agile support systems [6][7] - The company is actively involved in the research and development of various sensors and has achieved domestic substitution for several products, applying them across multiple sectors [7] Market Position and Growth - The overseas subsidiary MMRO benefits from the rapid development of the international aviation industry, with a saturated order book for major repair services [6] - The company recognizes the impact of international market fluctuations on operational costs, which may affect its overseas service business [6] Future Outlook - The company has established a scientific and stable dividend mechanism to ensure reasonable returns for investors while maintaining sustainable development [8][9] - Future goals include advancing product lines, enhancing core competitiveness, and achieving industry-leading levels in safety and comprehensive support technology [7][8]

2.暖通空调设备营收占比提升至 33.04%，请问主要涉及到 哪些业务产品？ 答: 暖通空调设备作为公司持续深耕的新业务，其 2024 年 营业收入为 25,573.68 万元，占总营业收入的 27.58%。公司暖通 空调设备产品，主要分 3 大平台：离心机平台、螺杆机平台、涡 旋机平台；3 大平台共分 8 大系列产品：磁悬浮离心式冷水机组、 水地源磁悬浮离心热泵机组、能源塔磁悬浮离心热泵机组、超高 温 85℃水地源螺杆热泵机组、低环温能源塔螺杆热泵机组、-35℃ 超低环温空气源螺杆热泵机组、商用低温空气源热泵机组、户用 低温空气源热泵机组。未来将持续扩大暖通产品在数据机房、医 院、酒店、工业制冷、农业养殖等下游领域的拓展。 证券代码：301317 证券简称：鑫磊股份 鑫磊压缩机股份有限公司 投资者关系活动记录表 编号：2025-003 | ☑ | 特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 □ | □ 业绩说明会 媒体采访 | | 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 ...

Financial Performance - The company's net profit attributable to shareholders for 2024 is 96.6 million CNY [3] Business Focus and Growth Drivers - The core business revolves around mold manufacturing, particularly for automotive inspection tools and automation equipment [3] - Emphasis on technology accumulation and innovation to enhance production efficiency and product quality [3] - The company targets mid-to-high-end markets, providing comprehensive solutions including molds, inspection tools, and automation equipment [3] Industry Overview - The automotive interior and exterior market is experiencing stable growth, driven by increasing consumer demands for quality and aesthetics [4] - The market is also influenced by the rapid development of new energy vehicles and smart technologies, necessitating continuous innovation [4] - Global automotive sales are steadily increasing, contributing to ongoing demand in the automotive interior and exterior market, especially in China [4] Client Base and Market Position - The company serves a diverse range of clients, including major international automotive suppliers and local manufacturers [4] - Established long-term partnerships with renowned companies such as HP Pelzer, Faurecia, and BYD, among others [4]

Group 1: Industry Outlook - The metal packaging industry has a broad market outlook due to its safety, durability, environmental friendliness, and aesthetic appeal [1] - Continuous growth in market demand, particularly in food and beverage sectors, is expected, with increasing canning rates in beer contributing to this demand [1] - Industry concentration is rising, enhancing scale effects and market competitiveness, which will optimize resource allocation and improve overall profitability [1] - Opportunities for international development are increasing as domestic companies can explore overseas markets and engage in international competition [1] - Metal packaging's recyclability aligns with sustainable development goals, making it a preferred choice over other packaging types [2] Group 2: Company Growth Drivers - Industry consolidation and market share expansion following the acquisition of COFCO Packaging have positioned the company as the market leader in two-piece cans [2] - Steady growth in the domestic market, with significant potential for increasing beer canning rates compared to developed countries, will drive revenue growth [2] - International business expansion through overseas operations and partnerships with international clients is a key growth strategy [2] - Continuous optimization of production operations and cost reduction initiatives will enhance profitability [2] Group 3: Financial Performance - In 2024, the company achieved a revenue of CNY 13.67 billion, a decrease of 1.23% year-on-year, while net profit attributable to shareholders was CNY 0.791 billion, an increase of 2.06% year-on-year [3] - The company's market capitalization has decreased from over CNY 30 billion in 2015 to below CNY 14 billion, influenced by market conditions and intensified industry competition [3][4] Group 4: Strategic Initiatives - The company aims to enhance operational performance and profitability through integration with COFCO Packaging and optimizing production layouts [4] - Strengthening communication with investors through regular reports and investor meetings to build confidence in the company's value and growth potential [4] - Investment in R&D for green packaging technologies and innovative materials to maintain profit margins amid increasing competition [5][6] - Collaboration with educational institutions to prepare graduates for industry needs and support talent development [6]

Financial Performance - The company achieved operating revenue of 1.933 billion, a year-on-year increase of 5.38% [7] - The net profit attributable to shareholders was 94.6 million, showing a slight decline compared to the previous year [7] - The total assets and net assets attributable to shareholders experienced significant growth [7] Market Expansion - In 2024, the revenue from exported vehicle-mounted products increased to 6.8% of total revenue, indicating progress in international market development [2] - The company successfully secured projects with leading global automotive brands, contributing to future revenue growth [5] - The global sales of new energy vehicles reached 18.236 million units in 2024, a year-on-year growth of 24.4% [5] Research and Development - The R&D investment for 2024 was 200 million, accounting for 10.35% of operating revenue, with a capitalization rate of 0% [2] - The R&D team expanded to 813 members, covering various key functions to enhance innovation capabilities [7] - The company maintains a high level of R&D investment to support long-term development and ensure product performance remains industry-leading [3] Accounts Receivable - The accounts receivable and notes receivable increased by 136.22% compared to the previous year, with a 13.41 percentage point rise in their proportion of total assets [7] - The increase in accounts receivable is primarily due to high sales in the fourth quarter, with good quality of receivables from major clients [7] Strategic Outlook - The company plans to strengthen its domestic market while leveraging its brand advantages to explore international clients [2] - Future gross margin levels are expected to be influenced by customer pricing and supply chain cost reduction measures [4] - The company aims to enhance its market share in the global high-voltage power supply systems for new energy vehicles [2]

Group 1: Company Performance - In 2024, the company achieved a total revenue of 295,581.03 million yuan, a slight decrease of 1.70% compared to the previous year [2][3] - The revenue from the testing technology and services segment decreased by 4.09%, while the digital security and confidentiality segment saw an increase of 11.92% [2][3] Group 2: Strategic Goals and Plans - For 2025, the company aims to focus on "cost reduction, efficiency enhancement, innovation, and optimization" to maintain its core advantages and explore new business growth opportunities [2][3] - The company plans to establish automated testing capabilities in semiconductor laboratories to support the continuous development of emerging markets [2][3] Group 3: Market Position and Competition - The company positions itself as a technology enabler and comprehensive service provider in the digital security and intelligent application sectors, with significant advantages in technology and product offerings [2][3] - The company is actively seeking to expand into high-growth strategic industries to enhance its differentiated competitive capabilities [2][3] Group 4: Financial Health and Profitability - The net profit attributable to shareholders, excluding non-recurring gains and losses, was -206,592,355.87 yuan in 2024, reflecting a decrease of 52.25% year-on-year [4][5] - The company is focused on improving profitability by enhancing management efficiency and optimizing operational processes [4][5] Group 5: Future Outlook - The company is optimistic about the future of the testing technology and services sector, particularly in high-tech industries such as semiconductors, robotics, and aerospace [5] - The digital security and intelligent application sectors are expected to benefit from the rapid development of the digital economy and artificial intelligence [5]

证券代码：002955 证券简称：鸿合科技 鸿合科技股份有限公司 2024 年度业绩说明会暨投资者关系活动记录表 编号：2025-002 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 2024 年度业绩说明会的投资者 时间 2025 年 5 月 16 日(周五) 15:00-17:00 地点 全景网投资者关系互动平台 上市公司接待人 员姓名 董事、实际控制人 XING XIUQING 董事、总经理 冷宏俊 副总经理兼董事会秘书 夏亮 财务总监 谢芳 独立董事 马哲 投资者关系活动 主要内容介绍 本次投资者交流内容概要： 1. 实控人对公司长期战略的制定和重大决策的支持有哪 些？ 实际控制人始终将支持上市公司健康发展作为首要责任， 主要从以下方面提供持续支持：在治理结构方面，秉持"到位 不越位"原则，确保公司在人员、财务、业务等方面保持独立 性，并通过参与董事会决策为公司把握战略方向。在团队建设 方面，充分信任并授权核心管理团队，并在关键人才引进和激 励机制优化方面提供必要支 ...

证券代码：002558 证券简称：巨人网络 2024 年年度业绩说明会投资者关系活动记录表 答：您好，经过两年的积累，公司已构建起围绕自研大模型为核 心的全方位 AI 基础能力，在技术、场景、生态方面均已展现出领先 的技术穿透力。公司在图像、视频、语音、代码、文本、策略等方面 构建了高效的 AI 生产链路，实现 AI 工业化管线与多模态全矩阵布 局，在 AI 技术的游戏场景落地上呈现出清晰的演进逻辑——前期聚 焦研发提效，中期突破体验优化，终局指向玩法创新。 4、请问超自然行动组什么时候上线？ 答：您好，公司自研多人组队手游《超自然行动组》已于 2025 年 初开启不删档付费测试，近期用户数据增长表现优异，公司计划于 2025 年内正式上线推广。 编号：2025-002 | | □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 | | 参与单位名称及 | 巨人网络 2024 年度业绩说明会采用网络远程方式进行，面向全体投 | | 人员姓名 | 资者 | | 时间 ...