Group 1: Financial Performance - In 2024, the company achieved a revenue of 4.047 billion CNY, a year-on-year increase of 4.86% [2] - Net profit attributable to shareholders reached 605 million CNY, up 6.27% from the previous year [2] - The net profit after deducting non-recurring gains and losses was 581 million CNY, reflecting a growth of 7.05% [2] - In Q4 2024, the company reported a revenue of 1.08 billion CNY and a net profit of 123 million CNY [2] Group 2: Business Segment Performance - Electronic materials segment: Recovery in demand for MLCC dielectric powder and accelerated domestic substitution of electronic slurry [2] - Catalytic materials segment: Performance impacted by high base from the previous year and heavy truck inventory; coverage of mainstream domestic passenger car clients is nearly complete [2] - Biomedical materials segment: Establishing overseas structure to promote internationalization and enhancing product innovation and brand layout [2] - New energy materials segment: Rapid cost reduction in diaphragm coating materials, supporting high growth in production and sales [2] - Precision ceramics segment: Significant growth in ceramic balls for new energy vehicles, with positive market expansion [2] - Ceramic ink segment: Revenue growth impacted by decreased real estate completion area; focusing on digital printing materials for a second growth curve [3][2] Group 3: Investor Q&A Highlights - MLCC raw material recovery is benefiting from downstream demand recovery, with sales gradually increasing and domestic substitution accelerating [4] - The company has deepened cooperation with clients in the honeycomb ceramic products sector, entering the supply chain of leading clients despite market inventory cycles [5] - The ceramic substrate business of Guoci Saichuang has seen significant improvements in product performance and reliability, with stable supply to global leading companies [6] - Guoci Kanglitai is developing new products to strengthen its position in the domestic market and exploring overseas market demands [7]

润贝航空科技股份有限公司 投资者关系活动记录表 | 投资者关系活 | 特定对象调研 分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | | | | | □新闻发布会 □路演活动 | | | | | | | 现场参观 □其他（券商策略会） | | | | | | 参与单位名称 | 参会人员详见附件参会名单 | | | | | | 及人员姓名 | | | | | | | 时间 | 2025 年 月 21 日 16:00~18:00 | 4 | | | | | 地点 | 线上电话会 | | | | | | 上市公司接待 | 董事、副总经理、董事会秘书：徐烁华 | | | | | | 人员 | 副总经理、财务总监：于松松 | | | | | | | 证券事务代表：邵晨 | | | | | | 投资者关系活 | 公司 年度业绩概况： 2024 | | | | | | 动主要内容介 | 2024 年，公司实现营业收入 9.09 亿元，较同期增长 | | | | 10.14%； | | 绍 | 实现归母净利润 ...

Group 1: Financial Performance - In 2024, the company achieved a total revenue of 202.4 billion RMB, a year-on-year increase of 15.28%, with Q4 revenue reaching 35 billion RMB, marking a historical high [4] - The passenger and new energy vehicle segment generated 70.9 billion RMB in revenue, up 30.6% year-on-year, with Q4 revenue of 21.79 billion RMB, a quarter-on-quarter increase of 26% [4] - The commercial vehicle and non-road segment reported a revenue of 41.7 billion RMB, a decline of 7.52% year-on-year [4] - The digital and energy segment achieved 10.26 billion RMB in revenue, a growth of 47%, with Q4 revenue of 3.28 billion RMB, up 25% quarter-on-quarter [4] Group 2: International Sales - In 2024, overseas revenue reached 32.86 billion RMB, accounting for 25.87% of total revenue, an increase from 22.42% in 2023 [4] - North America generated 1.96 million USD in self-operated business revenue, a year-on-year increase of 50.47%, with a net profit of approximately 604,000 USD [4] - Europe reported self-operated revenue of 1.57 billion RMB, a growth of 31.29%, although still at a loss, with expectations of breakeven in 2025 [4] Group 3: Profitability Metrics - The net profit margin for 2024 was 6.17%, an increase of 0.61% year-on-year, marking the third consecutive year of improvement [4] - The gross profit margin for 2024 was 20.12%, a decrease of 1.45% compared to 2023, primarily due to accounting policy adjustments [4] - In Q4, the net profit attributable to shareholders was 1.79 billion RMB, with a non-recurring net profit of 1.33 billion RMB, reflecting a quarter-on-quarter decline due to one-time impacts [4] Group 4: Cost Management - The period expense ratio (excluding R&D expenses) was 7.22%, with a total expense ratio of 8.57%, a decrease of 0.32% year-on-year [5] - The reduction in expense ratio is attributed to scale effects and effective cost control measures [5] Group 5: New Project Acquisition - In 2024, the company secured over 300 new projects, with an estimated annual sales revenue of approximately 90.73 billion RMB [6] - Revenue breakdown by business: digital energy 9.53 billion RMB, new energy vehicles 68.43 billion RMB, and fuel vehicles & non-road business 12.77 billion RMB [6] Group 6: Emerging Business Developments - The company made significant progress in digital energy and embodied intelligence sectors, achieving breakthroughs in liquid cooling solutions for data centers [8] - In the robotics field, the company has obtained 10 patents and is focusing on key customer breakthroughs and external collaborations [8] Group 7: Risks and Opportunities - Short-term impacts from tariffs on profitability are limited, while long-term overseas capacity expansion is expected to accelerate order acquisition and enhance profitability [9] Group 8: Global Manufacturing Layout - The company has established production bases in the USA, Mexico, Poland, Malaysia, India, and Sweden, with plans for further global manufacturing enhancements in 2025 [11] - Specific developments include the completion of a third factory in Mexico and the operational launch of a passenger vehicle factory in Malaysia [11]

2025 年 4 月 18 日武汉锐科光纤激光技术股份有限公司 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 | | | --- | --- | --- | --- | --- | --- | | 投资者关系 | □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 （请文字说明其他活动内容） | | | | | | | OCTO Rivers | | | | | | | piont72 | | | | | | | 博时基金管理有限公司 | | | | | | | 高盛基金 | | | | | | | 国联基金管理有限公司 | | | | | | | 国联基金管理有限公司 | | | | | | | 国泰海通 | | | | | | | 国泰海通 | | | | | | | 华安基金 | | | | | | 参与单位名 | | | | | | | 称及人员姓 | 华创证券 | | | | | | | 华泰柏瑞基金 | | | | | | 名 | 华泰 ...

| 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 | | | 来自博时基金、大家资产、国融基金、国寿安保、国泰基金、 | | | 和聚投资、华建函数基金、华商基金、华夏基金、建信基金、 | | | 交银施罗德、金元资管、明世伙伴基金、人保养老、融汇投资、 | | 参与单位名称 | 泰康资产、新华基金、原点资产、中金资管、中信建投基金、 | | 及人员姓名 | 中信自营、海通证券、华创证券、开源证券、民生证券、兴业 | | | 证券、浙商证券、中金证券、中泰证券等机构的 32 位投资者和 | | | 分析师 | | 时间 | 年 月 2025 4 21 日（周一）15:00 | | 地点 | 北京市海淀区中关村东升科技园北领地 B2 号楼 5 层 | | 上市公司 | 高管团队：郭颖、赵晓明、韦光宇 | | 接待人员姓名 | 业务专家：孙明东、米坤、舒畅、史鹏 | | 投资者关系活 | 本次交流主要问题及回复如下： 1. 2024 | | | 公司 年度经营情况如何？ | | | 2024 ...

证券代码：000425 证券简称：徐工机械 徐工集团工程机械股份有限公司 投资者关系活动记录表 | | 铰卡产品协同发展，形成行业内产品系列最齐全、竞争力最强的露天矿山机械 | | --- | --- | | | 挖、装、运成套化解决方案，为全球矿山客户提供一站式服务。 | | | 此次整合徐工集团、徐工机械下属的矿山机械相关产业，有助于资源集约 | | | 化发展和协同价值最大化，徐工机械将重点打造矿山机械成为徐工机械"第二 | | | 曲线"战略新兴产业和增长极。 | | | （二）矿机机械业务市场前景？ | | | 答：公司对矿山机械业务的未来充满信心，在新能源矿产需求增量驱动下， | | | 全球矿产资源开发总产量呈稳定增长态势，同时，随着矿山开采工艺的深部化 | | | 发展，矿山设备升级换代需求将持续增长，矿山机械还将迎来矿山设备更新高 | | | 峰期。 | | | （三）新能源矿机的竞争优势？ | | | 答：徐工机械集依托公司"三电"核心零部件布局，增强新能源矿机竞争 | | | 力，有成熟的电控等核心零部件产业布局以及在矿山机械场景应用经验的积 | | | 累，可以对矿机产品基于应用场景工 ...

Group 1: Company Overview - Qin Chuan Machine Tool Group Co., Ltd. is focused on the machine tool industry, emphasizing high-end, intelligent, and green development strategies [7] - The company aims to become a global leader in machine tool manufacturing and precision transmission solutions [7] Group 2: Financial Performance - In 2024, the machine tool industry experienced a revenue decline of 5.2%, while the total profit decreased by 10.4% [4] - Qin Chuan Machine Tool achieved a revenue of 3.86 billion CNY in 2024, a 2.62% increase from 3.76 billion CNY in 2023 [4] - The net profit attributable to shareholders was 53.78 million CNY, reflecting a 2.92% increase from 52.26 million CNY in the previous year [4] Group 3: Product Development and Market Position - The company has developed a comprehensive range of industrial robot joint reducers, with over 40 specifications and a production capacity of 60,000 to 90,000 sets per year [6] - The five-axis machining center product line includes 20 models, covering most machining types and sizes in the high-end CNC cutting machine tool sector [9] - Walker Gear's products in the new energy sector are characterized by high precision and low cost, with strong supply chain management [8] Group 4: Export and International Business - The company’s machine tool exports increased by 35% year-on-year, with significant sales to Europe, South America, East Asia, and Africa [4] - Components are exported to countries like Spain and Germany, indicating a strong international presence [4] Group 5: Research and Development - R&D investment increased by 2.2% in 2024, highlighting the company's commitment to innovation [4] - The company has a solid foundation in R&D and manufacturing capabilities for components used in robotics [5]

山东隆华新材料股份有限公司投资者关系活动记录表 编号：IR-2025002 | | 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 （电话会议） | | | 长城财富保险资管 胡纪元；天弘基金 丁雪松；泰康香港 尹煜 | | | 晖；诺安基金 张伟民；上银基金 林竹；宝盈基金 侯星宇、何 | | | 相事；长江证券 李昊明；汇泉基金 陈谦；上海季胜投资 俞忠 | | | 华；中金公司 袁咪；摩根士丹利华鑫基金 张迪欧；天风证券 唐 | | | 婕、郭建奇；上海五聚资管 王鑫；东兴证券 朱佳怡；上海合 | | | 远基金 王烨华；鹏华基金 杨浩；北京源峰基金 雷蒙；兴银基 | | | 金 石亮；LCRICH CAPITAL MANAGEMENT 闫慧辰；东兴基金 周 | | | 昊；中信建投基金 谢玮；光大保德信 苏淼；上海途灵 赵梓峰； | | | 光大证券 朱成凯；玄卜投资 韦琦；Hao Advisors Management | | 参与单位名称 及人 ...

证券代码：000598 证券简称：兴蓉环境 成都市兴蓉环境股份有限公司 2025 年 4 月 21 日投资者关系活动记录表 编号：2025-08 | 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 | | | | | | | | | | | | 参与单位名称及 | 中邮人寿 王东、张文鹏 | | | | ；景顺长城 | | 王平川 | | ；南方基金 | 尹 | | | 人员姓名 | 力、毛瑞丰 | ；汇添富基金 | | 温宇峰 | | | ；浦银安盛 | | 郑豆豆 | ；富兰 | | | | 克林基金 于军 | ；招商基金 | | | 王可晗 | | | ；泓德基金 | 黄海 ...

浙江华策影视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 | | --- | --- | | | □媒体采访 √业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 | | | □其他 | | 参与单位名称 | 通过东方财富路演平台（http://roadshow.eastmoney.com/luyan/4694970）远程参与 | | 及人员姓名 | 公司 2024 年度网上业绩说明会的投资者 | | 时间 | 2025 年 4 月 21 日 15:00-16:30 | | 地点 | 东方财富路演平台（http://roadshow.eastmoney.com/luyan/4694970） | | 上市公司 | 公司董事长赵依芳女士，董事、总裁、财务总监傅斌星女士，独立董事陈 | | 接待人员 | 良照先生，董事会秘书张思拓先生。 | 1 证券代码：300133 证券简称：华策影视 2024 年度网上业绩说明会互动交流内容如下： Q1：今年公司有新项目储备吗？如何平衡短期业绩与长期内容储 备？ A1：您好，今年公司的 ...