Group 1: Company Positioning and Strategy - The company is transitioning from a "high-end content provider" to an "IP creator and operator" to adapt to market demands and ensure sustainable growth [4] - The focus will shift towards multi-faceted operations around IP, moving away from reliance on box office revenue, which has been volatile [4][5] Group 2: Business Transformation - The company will allocate more resources towards animated films, leveraging its existing strengths and talent in this area [5][6] - Live-action films will still be produced, but with an emphasis on blockbusters, genre films, and complete innovation [5] - A significant expansion of animation production capacity is planned, aiming to increase the team from approximately 150 to over 300 personnel, enabling the production of 1.5 to 2 high-quality animated films annually [6] Group 3: IP Operations and Development - The company aims to enhance its IP operations by developing a wider range of derivative products and expanding its operational team [7] - Investment strategies will be utilized to identify and collaborate with quality teams in the IP operation and derivative product sectors [7] - The company plans to initiate IP operations during the content creation phase to maintain IP relevance and market interest [8] Group 4: Revenue Generation and Market Impact - The company has already generated hundreds of millions in revenue from its IP operations in the first quarter, with expectations for this to grow significantly as more IPs are developed [10] - The success of "Ne Zha" is projected to contribute approximately 200 billion CNY to GDP, highlighting the substantial economic impact of animated films compared to live-action films [14] - The company recognizes that non-box office revenue streams are crucial for long-term sustainability, with current non-box office income still very low compared to box office revenue [14] Group 5: Future Projects and AI Integration - Upcoming projects include multiple live-action and animated films scheduled for release from 2025 to 2028, with a focus on maintaining a steady release rhythm [11][12] - The company has integrated AI tools into its operations since 2023, enhancing efficiency while emphasizing that human creativity remains paramount [12] Group 6: Financial Management and Risk Mitigation - The company maintains a strong cash flow to support its expansion and investment strategies without engaging in reckless spending [13] - The risk associated with blockbuster strategies is mitigated by diversifying film releases and leveraging the higher success rate of animated films [17]

证券代码：920106 证券简称：林泰新材 公告编号：2025-047 江苏林泰新材科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net）、公司会 议室 参会单位及人员：通过网络方式参加公司本次业绩说明会的投资者、申万宏 源研究、中邮基金、中山证券、国泰海通证券、江海证券、华鑫证券、开源证券 资管、喜世润私募、指南基金、宁远资产 上市公司接待人员：公司董事长、总经理：刘健先生；公司副总经理、董事 会秘书、财务负责人：沈建波先生；公司保荐代表人：陈逸先生、郑立人先生 三、 投资者关系活动主要内容 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、请问公司一季度销售收入和业绩情况如何？收入的增长原因是什么？ 回 ...

债券代码：123078 债券简称：飞凯转债 上海飞凯材料科技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 | | --- | --- | | 投资者关系活动 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 2024 年度暨 2025 年一季度业绩交流会 | | 参与单位名称及 | 详见附件 | | 人员姓名 | | | 时间 | 2025 年 4 月 23 日 10:00——11:00 | | 地点 | 上海飞凯材料科技股份有限公司会议室、线上会议室 | | 上市公司接待人 | 董事长兼总经理：ZHANG JINSHAN 先生 董事会秘书：严帅先生 | | 员姓名 | | | | 财务总监：王楠女士 一、 介绍 年一季度经营情况 2024 年度、2025 | | | 1、2024 年年度关键财务数据及经营业绩情况 2024 年度，公司实现营业收入约 29.18 亿元，较上年同期 | | | 增长 6.92%，主要受报告期内全球经济和宏观消费环境回暖影 | | 投资者关系活动 | 响，半导体材 ...

广东风华高新科技股份有限公司 2024 年度业绩说明会活动记录表 编号：2025-02 | | □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 | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 4 月 23 日 (周三) 下午 15:00~17:00 | | 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业绩说明会 | | | 1、董事长李程 | | 上市公司接待人 | 2、独立董事张荣武 | | 员姓名 | 3、董事会秘书殷健 | | | 4、财务负责人黄宗衡 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： 1、请问公司对于做大做强并购重组都有什么规划，涉及什 | | | 么行业！谢谢 | | 投资者关系活动 | 您好，公司始终聚焦主业发展，结合行业 ...

Financial Performance - In 2024, the company achieved operating revenue of CNY 4.729 billion, a decrease of 10.40% compared to the previous year [7] - The net profit attributable to shareholders was CNY 224 million, down 31.92% year-on-year [7] - Operating cash flow was CNY 261 million, a decline of 14.91% from the previous year [7] Business Strategy and Market Position - The company is focusing on market expansion and business structure optimization to enhance contract value, targeting areas like "new infrastructure," "dual carbon," and "low-altitude economy" [2][3] - A comprehensive receivables management system has been established to mitigate risks and improve cash flow [3][8] - The company has developed a "value management system" and "negative public opinion management regulations" to enhance market value and manage public perception [3] Industry Outlook - The engineering consulting and contracting industry faces both opportunities and challenges, with government policies supporting sectors like smart transportation and green projects [3] - The company anticipates stable demand in the transportation infrastructure sector, with annual fixed asset investment expected to remain above CNY 3-3.5 trillion [3] Growth Drivers - Technological innovation is a key growth driver, with the establishment of national-level research platforms and numerous patents granted [4][10] - Digital transformation initiatives are underway, focusing on smart upgrades and the development of low-altitude economy services [4][5] - International expansion through subsidiaries, particularly in regions along the Belt and Road Initiative, is a strategic focus [5] Low-altitude Economy Development - The company has established a joint venture for low-altitude flight services and is actively developing a low-altitude flight supervision platform [5][6] - Ongoing projects include the establishment of a low-altitude economic development research institute and collaboration with government bodies for regulatory frameworks [8] Financial Management - The company's accounts receivable as of Q1 2025 accounted for 2046.01% of the latest annual net profit, indicating a significant impact on cash flow [8] - Measures to enhance receivables recovery include risk identification, contract compliance monitoring, and a structured collection mechanism [8] Investment Plans - In 2024, the company increased its investment by 84.22% compared to the previous year, focusing on new business areas and regional expansion [8][9] - Future investments will continue to align with the company's strategic development goals [9]

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： 电话会议交流 参与单位 及人员 附件一：参与单位及人员清单 时间 第一场：2025 年 4 月 23 日 15:00-16:00 地点 电话会议 公司接待 人员 董事会秘书：陈宏儒；证券事务代表：刘会玉；证券事务专员：高 倩 投资者关 系活动主 要内容介 绍 一、简要介绍公司 2024 年年报及 2025 年一季度的业绩情况 2024 年，益客食品实现销售收入 208 亿元，与 2023 年基本持平， 但规模净利润达到 1 亿元，同比增长约 160%。利润增长主要得益于战 略调整，从追求规模增长转向提升盈利能力，强化全产业链布局。2025 年一季度营收约 41 亿元，亏损 7,100 万，主要受鸭产品价格及鸭苗 价格持续低位影响。 二、与参会者交流 1、展望未来公司 2-3 年，在屠宰、种禽及食品端的目标是什么？ 在肉鸭方面，计划 3 年内实现全产业链封闭，保持行业头部地位； 在肉鸡方面，屠宰量目标为进入行业第一梯队，重点配套发展商品养 殖能力；在食品端，依托邳州新工厂新 ...

公司的影响及目前的应对举措。 证券代码： 002079 证券简称：苏州固锝 苏州固锝电子股份有限公司投资者关系活动记录表 | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 4 月 23 日 (周三) 下午 15:00~17:00 | | 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业绩说明会 | | 上市公司接待人 | 1、董事、总经理滕有西 | | 员姓名 | 2、董事长吴炆皜 | | | 3、副总经理、财务总监谢倩倩 | | | 4、副总经理、董事会秘书李莎 | | | 5、独立董事、董事会审计委员会主任委员陈春华 | | | 6、苏州晶银新材料科技有限公司总经理汪山 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者 ...

证券代码：301508 证券简称：中机认检 中机寰宇认证检验股份有限公司 | 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 | | | | 华夏基金管理有限公司 彭海伟 | | | 参与单位名称及人员姓名 | 国泰基金管理有限公司 李行 | | | | 广发证券股份有限公司 史嘉麒 | | | 时间 | 2025年04月23日 10:00-12:00 | | | 地点 | 电话会议 | | | 上市公司接待人员姓名 | 董事会秘书、总会计师：魏永斌 | | | | 证券事务代表：夏明珠 主要交流内容如下： | | | | 答：中机认检主要业务为检验检测、认证及汽车设计技术服 | | | | 1.请介绍一下公司现有业务结构及未来业务增长点的展望？ | | | 投资者关系活动主要内容 | 务，在检验检测和认证服务领域深耕多年，可以提供汽车整车、军 | | | | 用装备、工程机械、特种设备、民航地面设备、零部件等产品检验 | | | ...

债券代码：123119 债券简称：康泰转 2 证券代码：300601 证券简称：康泰生物 深圳康泰生物制品股份有限公司 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） | | 参与单位名称 | 线上参与康泰生物 2024 年度网上业绩说明会的投资者 | | 及人员姓名 | | | 时间 | 2025 年 04 月 23 日（星期三）下午 15:00-17:00 | | 地点 | "约调研"微信小程序 | | 上市公司接待 | 董事、总裁：苗向先生 | | 人员姓名 | 独立董事：李皎予先生 | | | 副总裁、董事会秘书：陶瑾女士 | | | 财务总监：马建英先生 | | | 公司于 2025 年 04 月 23 日（星期三）15:00-17:00 在"约调 | | | 研"微信小程序举办 2024 年度网上业绩说明会，就投资者关 | | | 注的问题进行了回复。本次交流的主要内 ...

Group 1: Financial Performance - In Q1, the company produced 1.77 tons of gold with a gross margin of 77.57%, a year-on-year increase of 9.59% [2] - Silver production reached 22.05 tons, with a gross margin of 61.54%, reflecting a year-on-year growth of 23.18% [2] - Lead and zinc production totaled 2,707.46 tons, also showing a year-on-year increase of 9.59% [2] - The company achieved a revenue of 4.321 billion yuan, marking a year-on-year growth of 55.84% [2] - Net profit attributable to shareholders was 694 million yuan, up 37.91% year-on-year [2] Group 2: Cost Management and Projections - The cost of gold sales per gram slightly decreased compared to the same period last year, but remained stable compared to the previous year [3] - Future cost projections may rise due to varying mining stages and fluctuations in labor and material costs, but the company aims to maintain its cost advantage [3] Group 3: Strategic Planning and Resource Development - The company plans to achieve a gold production target of 12 tons by the end of the 14th Five-Year Plan, based on existing mining capacity and potential acquisitions [3] - In 2024, the company plans to invest 175.92 million yuan in exploration, with expected new resource additions of 12.686 tons of gold, 95.716 tons of silver, 5,930 tons of lead, and 13,288 tons of zinc [4] Group 4: Project Updates and Future Outlook - The company is progressing with the resumption of operations at the Mangshi Huasheng Gold Mine, having signed agreements for acquiring exploration rights [4] - The Namibia gold project is on track, with construction expected to commence in the first half of 2027 [4] - The company anticipates that silver, lead, and zinc production will stabilize in the upcoming quarters after a lower output in Q1 due to seasonal factors [5]