Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 17.063 billion, a year-on-year increase of 10.10% compared to Q1 2024 [1] - The net profit attributable to shareholders reached CNY 429 million, reflecting a significant year-on-year growth of 38.71% [1] - The net operating cash flow amounted to CNY 2.630 billion, up 29.59% year-on-year, indicating improved cash flow management [1] Group 2: Operational Highlights - The gross profit margin for Q1 2025 was 12.80%, an increase of 0.28 percentage points from Q1 2024, driven by high-margin assembly operations [2] - The company successfully reduced the ratio of sales, management, and financial expenses by 1.27 percentage points, showcasing effective cost control [2] - R&D expenses increased by 37.73% year-on-year to CNY 791 million, primarily due to numerous new product developments [9] Group 3: Strategic Initiatives - The company has diversified its customer base, reducing revenue from its largest customer from 71% to 49.5% over three years, while increasing the proportion of domestic brand customers from 18% to 41% [5] - The vertical integration of the supply chain has been strengthened, allowing the company to provide comprehensive manufacturing services from design to mass production [5] - The company is focusing on emerging fields such as AI terminals, new energy vehicles, and humanoid robots, leveraging material innovation and smart manufacturing advantages [2] Group 4: Market Position and Risk Management - The company has established a robust global supply chain, with 58% of its overseas business in 2024, primarily in components and functional modules, mitigating tariff risks [3] - The company’s overseas production capacity includes nine major R&D and production bases, enhancing its ability to respond quickly to customer needs [11] - The anticipated impact of foreign tariff policy changes on overall operations is expected to be minimal, with strategies in place to adapt to external environmental changes [4]

Group 1: Financial Performance - The company's net profit for 2024 reached 143.24 million CNY, a year-on-year increase of 166.55%, with a net profit margin of 24.8% [9] - Basic earnings per share rose to 0.7110 CNY, reflecting a 172.31% increase year-on-year [9] - The weighted average return on equity improved by 11.53 percentage points to 19.03% [9] Group 2: Business Segments and Trends - The gross margin of the intelligent equipment segment decreased due to a faster delivery pace in Q4 2024, with some projects having lower margins [1] - The company reported a 43% year-on-year increase in orders as of Q1 2025 [1] - The analysis instruments revenue is declining primarily due to the transition to unmanned testing systems and reduced demand for integrated purchased instruments [3] Group 3: Market and Industry Insights - The "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" is expected to boost demand for intelligent equipment in existing power plants [2] - The global coal production reached 906.8 million tons in 2024, with China accounting for 52.5% of this production [13] - The company is positioned as a leading player in the coal quality analysis and intelligent equipment market, with a focus on digital transformation in traditional industries [14] Group 4: Product Lifecycle and Warranty - The warranty period for intelligent equipment and analysis instruments is typically 12 months, as per contractual agreements [4] - The expected lifespan for analysis instruments is 6-8 years, while unmanned intelligent equipment is designed for at least 10 years [5] Group 5: International Market and Expansion - The company currently has a 3.10% revenue contribution from overseas markets, with plans to explore international opportunities as conditions mature [17] - The intelligent equipment segment is rapidly expanding in the domestic market, particularly in the thermal power sector, with ongoing penetration into coal, metallurgy, and construction industries [17]

证券代码：300022 证券简称：吉峰科技 吉峰三农科技服务股份有限公司 答： 首先是持续扩大销售规模，通过全国性网络布局深化市场覆盖， 以规模效应摊薄运营成本。其次是强化服务溢价能力，依托密布的服务网 点提供即时田间维修支持，将服务响应转化为差异化竞争优势。更关键的 是提升整体解决方案输出能力，针对土地流转催生的规模化经营主体，从 单一设备销售转向涵盖育苗、耕种、收获、烘干的全产业链服务方案设 计，这种模式不仅带来项目类业务占比提升，更显著优化了利润结构。 苗、耕种、收获、烘干于一体的综合服务中心，公司为其提供整体策划与 执行支持，业务占比及利润率持续提升。 2、公司现在是否有代理销售智能农机？ 答：公司目前与软件公司合作研发了AI除草机器人，主要用于标准化 蔬菜种植场景。该除草机器人主要针对高标准农田蔬菜种植场景，通过图 像采集、数据传输、算法训练形成识别模型，使除草机器人能精准区分作 物与杂草，既能避免化学药剂污染土壤，也解决了人工除草成本高的问 题。其核心优势在于适配标准化种植模式——比如生菜这类行距、株距规 范的经济作物，机器人能高效完成大面积作业，尤其适合附加值较高的经 济作物。而传统大宗作物如玉 ...

Group 1: Company Overview - In 2024, the company's operating revenue was 976.343 million yuan, a decrease of 10.10% compared to the previous year [2] - The net profit attributable to shareholders was 72.5504 million yuan, down 0.82% year-on-year [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 58.2917 million yuan, an increase of 3.26% year-on-year [2] Group 2: Business Development - The revenue from humanoid robots is currently small, but the company is actively exploring market opportunities and enhancing R&D innovation [2] - The company has established connections and collaborations with several domestic main engine manufacturers [2] Group 3: Market Value Management - The company is committed to improving operational management and internal value as part of its market value management strategy [3] - The company plans to communicate with the capital market through multiple channels to convey value concepts and create stable returns for investors [3] Group 4: Product Strategy - The improvement in gross margins across the three main business segments is attributed to technological innovation and the development of high-value-added products [3] - The company aims to enhance product quality and technological content by introducing advanced technologies, thereby increasing customer loyalty and market share [3] Group 5: Future Plans - The company is considering various opportunities and plans for mergers and acquisitions or financing based on industry trends and overall strategic planning [3] - Any future plans that align with strategic directions will be disclosed in compliance with regulatory requirements [3]

Financial Performance - In 2024, the company achieved a revenue of CNY 663,245.97 million, a year-on-year decrease of 6% [1] - The net profit attributable to shareholders was CNY 54,225.31 million, down 27.6% year-on-year, with a net profit margin of 8.2% [1] - The proposed cash dividend is CNY 3.00 per 10 shares, totaling CNY 263,755,214.40, which accounts for 48.64% of the net profit [1] Strategic Focus - In 2024, the company will optimize cooperation models in direct sales, enhance market promotion, and develop customized products to meet diverse consumer needs [1] - The e-commerce team has improved significantly, with a self-built live streaming team enhancing the return on investment [2] - The company aims to strengthen consumer insight capabilities and innovate products to cater to diverse consumption trends in 2025 [2] Future Outlook - The company plans to expand its presence in traditional offline channels while also focusing on new retail and e-commerce channels [2] - There will be a push for digital and intelligent construction across various business dimensions to enhance competitiveness [2] - A more market-oriented assessment mechanism will be implemented to stimulate team creativity and focus on core capabilities for sustainable, high-quality development [2]

策技术以及碳监测碳足迹等技术，不断开展业务创新和产品 创新，提升公司智慧能源产品的市场竞争力。 证券代码：002063 证券简称：远光软件 远光软件股份有限公司 投资者关系活动记录表 编号： 20250008 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 西部证券刘荣辉 时间 2025 年 4 月 22 日 地点 线上会议 上市公司接待人 员姓名 副总裁、董事会秘书袁绣华，证券事务代表刘多纳 投资者关系活动 主要内容介绍 1.智慧能源业务未来重点投入在哪些方面？ 结合行业和市场趋势，公司智慧能源业务下一步重点投 入的方向包括 AI 大模型应用以及行业关键技术的研究突破： 1）在 AI 大模型应用上，远光软件将持续深化 AI 大模型在智 慧能源业务和产品中的应用，在应用方式上，通过嵌入式方 式或者通过知识库及 RAG 方式，或采用单智能体或多智能体 的方式等，提升智慧能源软件平台的理解、生成、决策等维度 的能力，提升用户的使用体验；在应用场景上，重点聚焦电站 监测预警处理、电站智慧运维、电力交易决策以及发电负荷 ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 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 | | | 参与单位名称及 | 通过"全景•路演天下"（http://rs.p5w.net）参与本次业绩说明会 | | | 人员姓名 | 的广大投资者 | | | 时间 | 2025 年 4 月 日 (周一) 下午 15:00~17:00 | 21 | | 地点 | "全景•路演天下"（http://rs.p5w.net）互动平台 | | | 上市公司接待人 | 1、董事长、法定代表人：黄善兵 | | | 员姓名 | 2、副董事长、总经理：黄健 | | | | 3、副总经理、董事会秘书、工会主席：张家铨 | | | | 4、财务总监、副总经理：朱瑛 | | | | 5、独立董事：刘志耕 | | | | 6、华创证券有限责任公司：杨锦雄 1 ...

证券代码：300016 证券简称：北陆药业 债券代码：123082 债券简称：北陆转债 2025 年 4 月 21 日投资者关系活动记录表 编号：【2025】第 013 号 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 浙商证券：王明路 太平洋资管：汪奇立 华商基金：余丹妮 银华基金：李宛达 华夏基金：袁绮蔓 时 间 2025 年 4 月 21 日 地 点 公司会议室 上市公司接 待人员姓名 证券事务代表：孙志芳 投资者关系活动 主要内容介绍 Q1、公司 2024 年度经营情况 2024 年度，公司继续以成为"中国医药制造百强企业"为中长期 发展目标，践行"化药+中药"双轮驱动的业务模式：化药板块主要 聚焦于对比剂产品、降糖类产品、原料药等化学药品的生产、研发、 营销等工作。中成药板块，公司自主研发的九味镇心颗粒持续拓展市 场；2024 年 6 月，公司通过收购天原药业 80%股权，将中成药产品数 量增加至 59 个，打造了较为丰富的中成药产品矩阵，实现了在中枢神 经、清热解毒、补益类等领域的布局；以九味镇 ...

编号：T2025-002 证券代码：002541 证券简称：鸿路钢构 安徽鸿路钢结构（集团）股份有限公司 2025 年 4 月 18 日投资者关系活动记录表 回答：1、公司致力于钢结构制造，自主研发了一套可复制的信息化管理系统，确保产 品质量和项目的按时履约，是实施多基地生产的必要条件。公司信息化系统以"项目管 理平台"为核心，与 OA、HR 系统、NC 系统互联互通，开发了报工质检、鸿路智造小程 序，通过小程序能清楚追溯到每根构件每道工序谁生产的、谁检验的，也清楚自动核算 了每个班组每天的计件工资，提高了工作效率降低了成本。同时建设了公司统一的管理 考评、管理日志、统一排产、统一下料等管理系统。 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 电话调研 □其他 调研时间/参 与单位名称及 人员姓名 2025年4月18日下午14：00—17：00 富国基金 李峙屹；国海富兰克林基金 张登科；天风证券 王悦宜；华富基金 吴卓凡； 光大证券 孙伟风、陈奇凡；景顺长城 王平川；永赢基金 杨啸宇；南方基金 刘祎；长 江证券 袁志芃、张弛；中国人民养老基金 ...

证券代码：001203 证券简称：大中矿业 债券代码：127070 债券简称：大中转债 大中矿业股份有限公司投资者关系活动记录表 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 参与单位名称 中金公司、中信证券、中信建投、广发证券、长江证券、民生证券、中 泰证券、华福证券、东亚期货、长信基金、国金证券、浙商证券、国信 证券、和谐汇一、景林资产、国泰海通、西南证券 时间 2025 年 4 月 21 日 地点 上海浦东丽思卡尔顿酒店 3 楼多功能 A 厅 上市公司接待人 员姓名 1、董事长牛国锋先生 2、董事、总经理林圃生先生 3、董事会秘书林圃正先生 4、证券事务代表李云娥女士 投资者关系活动 主要内容介绍 1、2024 年底，公司铁精粉有一定库存，是否与销售节奏有关？另 外，安徽地区的球团 2024 年未生产，后续的规划是什么？ 回复： 有关铁精粉库存，主要是由于铁精粉的销售呈季节性特征，在冬 季北方地区，大部分钢厂停工、放假，会导致累积一定的库存。在 2025 年年初，公司加大销售的力度，以消耗去年年底库存。 ...