道道全(002852) - 002852道道全投资者关系管理信息20250922
2025-09-22 08:22
Group 1: Strategic Development - The company plans to invest in a 1 million ton edible oil processing project in Weinan, Shaanxi, leveraging geographical advantages to reduce logistics costs and enhance market coverage [1] - The project aims to capitalize on the consumption upgrade opportunities in the northwest market, increasing overall operational scale [1] Group 2: Product Promotion and Sales - The company focuses on brand-oriented operations and has collaborated with various media to promote high-end products, resulting in significant sales growth [1] - High oleic rapeseed oil has gained high consumer recognition and repurchase rates, while Oriental camellia oil has performed well as a gift oil during festive seasons [1] Group 3: Dividend Policy - A long-term dividend policy for 2024-2026 has been established, reflecting the company's commitment to shareholder returns and responding to regulatory calls for regular dividends [2] - Future dividend plans will consider development strategies, capital expenditure needs, profit performance, and cash flow [2] Group 4: Product Range and Health Considerations - The company offers a diverse range of rapeseed oil products catering to different nutritional needs and cooking scenarios, including high oleic, low erucic, and flavored oils [2] - Economical options are available, such as a 6.18L package of pure rapeseed oil, along with specialized products for health-conscious consumers [2]
东莞控股(000828) - 东莞控股投资者关系活动记录表
2025-09-22 08:12
Group 1: Financial Performance - As of June 30, 2025, the company's debt-to-asset ratio is 37.11% [2] Group 2: Strategic Plans - The company is studying the injection of quality road assets to enhance the scale of its highway industry, based on experiences from peers in the industry [2] - There are currently no plans to acquire additional shares of Dongguan Securities [2] Group 3: Market Value Management - The company places high importance on market value management, focusing on improving operational performance and increasing dividend levels [2] - The company will continue to engage in investor relations activities through performance briefings and institutional communications, in accordance with regulatory guidelines [3]
恒基达鑫(002492) - 2025年9月19日投资者关系活动记录表
2025-09-22 08:10
证券代码:002492 证券简称:恒基达鑫 珠海恒基达鑫国际化工仓储股份有限公司 投资者活动记录表 编号:2025-02 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 □电话会议 ☑其他: 广东辖区上市公司投资者关系管理月活动投资者集体接待日 参与单位名称 及人员姓名 广东辖区上市公司投资者关系管理月活动投资者集体接待日采用网络远程方式进 行,面向全体投资者 时间 2025 年 9 月 19 日 15:30-17:00 地点 全景网https://rs.p5w.net/ 公司接待人员 姓名 董事长:王青运 董事、总经理:张辛聿 副总经理、董事会秘书:朱海花 负责人:谭静筠 投资者关系活 动主要内容介 绍 1.请问一下向特定群体定向增发股票募资什么时候搞,目前进展如何了?或者 是说有了确定的方案,比如已选择了某一时段 20 天的平均值作为增发股价,只待 证监会批复了吗? 答复:关于公司以简易程序向特定对象发行股票事项,目前暂未推进,后续若 该事项有任何进展,公司将严格依照信息披露相关规定,及时履行信息披露义务。 附件清单 无 日期 2025 ...
华天酒店(000428) - 2025年湖南辖区上市公司投资者网上集体接待日投资者关系活动记录表
2025-09-22 08:10
华天酒店集团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:2025 年湖南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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 (周五) 下午 2025 9 19 14:30~17:00 | | 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 | | 上市公司接待人 | 董事会秘书:谢彩平 | | 员姓名 | 证券事务代表:魏欣 | | | 1、请问湘超联赛会增加本公司的餐饮住宿收入吗? | | | 答:尊敬的投资者,您好!公司积极捕捉"湘超"的市场需 | | | 求,目前公司旗下部分酒店已成为湘超联赛观赛球迷和参赛队员 | | | 的住宿及餐饮服务承接单位,同时,线上平台也已同步销售湘超 | | | 联名产品,预计对公司收入有一定的带动,具体以公 ...
劲仔食品(003000) - 003000劲仔食品投资者关系管理信息20250922
2025-09-22 07:50
Group 1: Marketing and Sales Strategy - The company adheres to a "big product, all-channel" development strategy, focusing on differentiated strategies for traditional and emerging channels to enhance terminal coverage [2] - Marketing expenses will be directed towards core channel displays and brand recognition, both online and offline, to adapt to changing consumer trends [3] - The company aims to strengthen channel construction and enhance service capabilities to ensure sustainable development across various channels [3] Group 2: Financial Performance - In the first half of the year, the company achieved revenue of CNY 1.124 billion and a net profit of CNY 112 million [7] - The company is implementing a share repurchase plan to stabilize stock prices amid market fluctuations [3] - The company’s gross margin is under pressure due to rising raw material costs, particularly for anchovies and quail eggs [4] Group 3: Research and Development - The company maintains high R&D investment, focusing on health-oriented products such as low-salt and preservative-free snacks [3] - New product launches include DHA-rich deep-sea fish and antibiotic-free quail eggs, aimed at enhancing market competitiveness [3] - The company is developing differentiated products to meet channel demands, including popular items like "Jingmen Explosive Belly" and "Zhou Shuangshuang" crispy marinated peanuts [3] Group 4: International Expansion - The company has established an international trade department to expand into over 30 countries, including Japan, Korea, and Southeast Asia [6] - The overseas revenue growth rate exceeded 40% in the first half of the year, although the base remains small [6] - The company is focusing on key regions and product categories for market development in international markets [6] Group 5: Competitive Positioning - The company is addressing industry competition in poultry products by upgrading to high-end, differentiated products like antibiotic-free quail eggs [7] - The market feedback for these new products is positive, with plans to expand their reach across more channels [7] - The company aims to leverage its core channels to enhance market scale and counteract negative impacts from industry price wars [7]
凌霄泵业(002884) - 2025年9月19日投资者关系活动记录表
2025-09-22 07:50
Group 1: Production and Sales - The company produced 3.1 million electric motors in 2024 to support its water pump production [1] - In the first half of 2025, the company achieved a revenue of 840 million CNY and sold approximately 1.6 million water pumps [3] Group 2: Export and Market Impact - The company’s export products are primarily priced and settled in USD, making it sensitive to fluctuations in the exchange rate, which can affect gross profit margins [1] - Stainless steel pump sales grew by approximately 18% year-on-year in the first half of 2025, driven by marketing efforts and expanded market coverage [2] Group 3: Governance and Strategic Planning - The company is committed to enhancing its corporate governance structure in compliance with legal regulations and has not identified any significant internal control deficiencies in financial reporting [2] - Future development will focus on the research, production, and sales of electric pumps, with an emphasis on expanding the stainless steel pump market and improving product categories [2] Group 4: Competitive Landscape - The main competitors in the industry are manufacturers of civil centrifugal pumps [2] - The company aims to become a leading water pump manufacturer globally, aspiring for its products to be the most competitive in the market [3]
乔锋智能(301603) - 301603乔锋智能投资者关系管理信息20250922
2025-09-22 07:46
| 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(2025 年广东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 | 通过"全景路演"网站(http://rs.p5w.net)参与 2025 年广东辖区上 | | 人员姓名 | 市公司投资者网上集体接待日活动的投资者 | | 时间 | 年 月 日 2025 9 19 15:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台(https://rs.p5w.net)采 | | | 用网络远程的方式召开。 | | 上市公司接待人 | 副总经理、董事会秘书:陈地剑 | | 员姓名 | 证券事务代表:王璐 为加强与投资者的互动交流,公司于 年 月 日参 2025 9 19 | | | 加了由广东证监局、广东上市公司协会与深圳市全景网络有限 | | | 公司联合举办的"向新提质,价值领航—2025 年广东辖区投资 | | | 者集体接待日暨辖区上市公司中报业绩说明会" ...
超达装备(301186) - 2025年9月22日投资者关系活动记录表
2025-09-22 07:42
Group 1: Company Overview - The company has undergone a change in its actual controller, but its main business operations remain unchanged [2] - The company is a leading domestic supplier of automotive interior and exterior molds, providing comprehensive solutions including molds, inspection tools, and automation equipment [2][3] Group 2: Client Base and Market Position - The company serves major international automotive interior and exterior suppliers, including clients like Faurecia, Lear, and Great Wall Motors [3][4] - In the domestic market, the company covers most well-known local automotive suppliers and has established stable partnerships with global automotive brands such as Audi, BMW, and Tesla [4] Group 3: Business Performance and Financials - In 2024, the company achieved a total revenue growth of 14.91% year-on-year, with mold product revenue accounting for approximately 58.63% of total revenue and a gross margin of 37.78% [3][4] - The company has a sufficient backlog of orders and is operating normally, with production tailored to customer specifications [3][4] Group 4: Future Development and Innovations - The company is focused on continuous innovation in mold technology, having developed several leading-edge techniques in the industry [3] - Plans for future expansion into agricultural robotics and other automation sectors are being explored, with potential investments contingent on market developments [4]
金杯电工(002533) - 002533金杯电工投资者关系管理信息20250922
2025-09-22 07:40
Group 1: Company Overview and Market Position - Jinbei Electric Co., Ltd. focuses on the research, production, and sales of flat electromagnetic wires and cables, providing integrated green energy transmission solutions [5] - The company has expanded its applications into emerging sectors such as new energy vehicles, wind power, photovoltaics, energy storage, and industrial robots, contributing to new market growth [5] Group 2: Research and Development Initiatives - In 2024, the company developed a "10 million times ultra-flexible industrial robot drag chain cable," which has been applied in the industrial robot sector and is undergoing further research for higher durability cables [5][6] - The company has successfully developed several innovative products, including new types of enameled conductors for electric vehicle drive motors and high-lifetime cables for industrial robots, with many products currently in customer prototype validation stages [7] Group 3: Production Capacity Expansion - In the first half of 2025, the company plans to increase production capacity by 8,000 tons/year for flat wires used in new energy vehicle drive motors at its Xiangtan base [3] - The company is also establishing a smart production base in Europe with a planned annual capacity of 20,000 tons of electromagnetic wire, with the first phase of 8,000 tons/year expected to be operational by 2026 and the second phase of 12,000 tons/year planned for 2028 [3] Group 4: Financial Performance - In the first half of 2025, the company achieved operating revenue of 9.335 billion yuan, a year-on-year increase of 17.50%, and a net profit of 337 million yuan, up 9.78% year-on-year [6] - The company continues to maintain growth in revenue and net profit, reinforcing its competitive position in the industry and making it onto the "2025 Top 500 Private Manufacturing Enterprises in China" list [6] Group 5: Stock Performance and Market Challenges - The company's stock price fluctuations are influenced by various factors, including industry policies, external environments, and market sentiment, despite its consistent focus on core business and profitability [6] - The company has maintained annual cash dividends to shareholders, enhancing its intrinsic value [6]
日丰股份(002953) - 002953日丰股份投资者关系管理信息20250922
2025-09-22 07:28
Group 1: Financial Performance - Tianjin Yourong's revenue for the first half of the year exceeded 800 million, but net profit was only over 10 million due to intense industry competition, shrinking market demand, and high operating costs [2][3] - The company's overseas revenue reached 404 million in the first half of 2025, a year-on-year increase of 37.71% [3] Group 2: Research and Development - In 2024, the company increased R&D investment to 129 million, a year-on-year growth of 5.34%, focusing on high-end flexible cables and products in the new energy sector [3] - The number of R&D personnel reached 182, with 40.66% holding a bachelor's degree or higher, emphasizing key areas like cables and polymer materials [3] Group 3: Market Strategy - The company adopts a dual-driven strategy for domestic and international business, actively obtaining necessary qualifications and certifications for various markets [3] - The company is expanding its overseas sales strategy, focusing on ASEAN, EU, Belt and Road countries, and parts of the Middle East [3] Group 4: Product Development - The "New Energy and Special Equipment Cable Component Project" was officially completed on June 30, 2025 [5] - The company has developed and produced cables for humanoid robots, with plans to expand applications in this area [5][8] Group 5: Market Value Management - The company has implemented a cash dividend policy, with a total cash dividend of 101 million over the past three years [6] - A three-year shareholder return plan (2024-2026) has been established, along with a focus on emerging industries like AI server cables [6]