证券代码：838262 证券简称：太湖雪 公告编号：2025-064 □路演活动 □其他 二、 投资者关系活动情况 苏州太湖雪丝绸股份有限公司 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 √分析师会议 活动时间：2025 年 4 月 23 日 活动地点：公司会议室、线上会议 参会单位及人员：华鑫证券有限责任公司、第一创业证券股份有限公司、平 安资产管理有限责任公司、明达资产管理有限公司、尚诚资产管理有限责任公司、 乾和资产管理有限公司、中颖投资管理有限公司、泰石投资管理有限公司、天猊 投资管理有限公司、临信资产管理有限公司、汇瑾资产管理有限公司、颢升私募 基金管理有限公司、浩瑜恒投资管理有限公司、江苏得桂私募基金投资有限公司、 鸿运私募基金管理有限公司、复通私募投资基金管理有限公司、洪泰基金、长谋 投资管理有限公司、晨鸣资产管理有限公司、同巨投资有限公司、青创伯乐投资 有限公司、友邦人寿保险有限公司、国泰海通证券股份有限公司、上海于翼资 ...

公司依托于算力设备集成销售、算力基础设施综合服务以及 数字化增值解决方案服务这三大核心业务板块，致力于提供覆盖 算力基础设施行业全产业链的综合服务。公司始终将客户需求置 于首位，深度挖掘系统能力，持续提升专业服务的深度；同时， 也在横向扩展多元化服务，拓宽业务范围，充分利用公司在算力 基础设施全生命周期服务中的独特优势。 基于此，公司紧跟算力行业的发展潮流，依托在算力基础设 施领域的深厚底蕴和丰富经验，随着算力租赁业务市场的兴起， 公司从设备选型、部署到后期运维、运营，公司构建了对应此类 业务完整的全流程服务体系，旨在全面满足客户对算力多种服务 的需求。 二、交流互动环节 1、公司 2024 年度被出具非标审计意见情况? 公司被出具非标审议意见事项主要系预付 一家公司 7,825.88 万元及预付另一家公司 5,450.00 万元，上述两家公司 未按照合同约定交割货物。公司虽已提起诉讼，但由于截止审计 报告出具日法院尚未审理，会计师依据现有证据及现有信息获取 渠道，无法准确判断上述款项的收回金额比例，因此对上述事项 出具了保留意见。除此事项外，会计师认为公司的财务报表在所 有重大方面按照企业会计准则的规定编制 ...

Group 1: Company Performance Overview - In 2024, the company achieved a revenue of 9.659 billion yuan, a year-on-year increase of 28.66% [4] - The controller business segment generated a revenue of 9.448 billion yuan, growing by 30.86% [4] - The net profit attributable to shareholders was 364 million yuan, reflecting a year-on-year growth of 9.91% [4] - The first quarter of 2025 saw a revenue of 2.585 billion yuan, up 30.44% year-on-year, with the controller segment contributing 2.493 billion yuan, a 27.06% increase [4] Group 2: Cost Management and Profitability - The company managed to reduce overall expense ratio by 1.41%, despite a 15.38% increase in period expenses [4] - The gross margin improved by 2.69% in Q1 2025, attributed to customer and product structure optimization [5] - The net profit margin also saw significant improvement, with a net profit of 169 million yuan in Q1 2025, a 75.41% increase year-on-year [4] Group 3: Strategic Initiatives and Future Outlook - The company plans to continue enhancing market share and focusing on high-value customers to improve product competitiveness [6] - A global layout strategy was initiated in 2018 to adapt to changing trade dynamics, with a focus on operational efficiency and cash flow management [8] - The overseas production capacity currently accounts for 30% of total capacity, with plans to adjust based on actual business needs [6] Group 4: Innovation and New Business Development - The company has made significant strides in the electric tools sector, with revenue surpassing 1 billion yuan, driven by new customer acquisitions and projects [7] - In the AI domain, the company has integrated advanced technologies into its products, enhancing algorithm precision and service quality [8] - The automotive electronics segment is expected to contribute significantly to future revenues, with new projects underway and a focus on deepening customer relationships [11]

证券简称：弘亚数控 证券代码：002833 转债简称：弘亚转债 转债代码：127041 广州弘亚数控机械股份有限公司 投资者关系活动记录表 编号：20250424 投资者关系活 动类别 特定对象调研 媒体采访 新闻发布会 现场参观 分析师会议 业绩说明会 路演活动 其他 电话会议 参与单位名称 及人员姓名 详见附件 时间 2025 年 4 月 24 日 9:30 地点 公司会议室 上市公司 接待人员姓名 副总经理、董事会秘书 莫晨晓 证券部高级部长 马涵 投资者关系活 动主要内容介 绍 公司副总经理、董事会秘书莫晨晓及证券部高级部长马涵 与投资者交流了公司 2024 年度经营情况，主要内容如下： （一）报告期内公司经营情况 2024 年，面对国内外多变复杂的经济环境，公司始终以市 场需求为主导，以持续创新为驱动，积极应对行业面临的各种 挑战，在变化中寻找可持续发展规律稳健发展。 业绩方面：实现营收 26.94 亿元，同比增长 0.43%；归母 净利润 5.17 亿元，归母扣非净利润 5.05 亿元，经营活动现金 流量净额 5.64 亿元，高于归母净利润。 收入方面：数控钻、裁板锯、自动化产品保持了一定的增 长 ...

编号：2025-10 证券代码：000598 证券简称：兴蓉环境 | 环保发电厂（三期）等项目正在有序推进项目建设工作。 | | | --- | --- | | 问题 3：请问公司供排水业务的调价机制。 | | | 答：（一）自来水调价机制 | | | 根据国家政策规定和相关特许权协议约定，在满足相关调 | | | 价原则的情况下可向政府价格行政主管部门提交水价调整申 | | | 请。供水价格的调整须经成本监审、听证会等程序通过后执行。 | | | 如遇国家或省对上游资源水价、水利工程水价开征或调整时实 | | | 行同步同幅联动调整。 | | | （二）污水调价机制 | | | 公司污水处理服务费单价按照与相关政府方签订的特许经 | | | 营协议中约定的调价周期及调价公式开展，一般每 年或 2 3 | 年 | | 进行一次定期调价。如因污水处理排放标准调整、服务范围扩 | | | 大、扩能提标等因素导致公司成本发生重大变化，可以对污水处 | | | 理价格申请临时性调整。根据《成都市财政局关于成都市中心城 | | | 区第五期（2024-2026 年）污水处理服务费暂定价格的批复》， | | | 成都市中 ...

Financial Performance - In 2024, the company achieved operating revenue of CNY 3.252 billion, a year-on-year increase of 67.74% [4] - The net profit attributable to shareholders reached CNY 1.344 billion, up 84.07% compared to the previous year [4] - In Q1 2025, the company reported operating revenue of CNY 0.945 billion, a year-on-year growth of 29.11% [5] - The net profit attributable to shareholders for Q1 2025 was CNY 0.338 billion, reflecting a year-on-year increase of 21.07% [5] Market Drivers - The growth in revenue and profit is primarily driven by the accelerated development of the artificial intelligence industry and the ongoing demand for high-speed optical devices due to global data center construction [5] - Continuous investment in R&D and improvements in automation and cost reduction have also contributed to revenue growth [5] Operational Updates - The first phase of the Thailand factory was successfully delivered and is operational, with the second phase on track for completion by the end of the month [6] - The company is enhancing production efficiency through detailed training plans and monitoring [6] Inventory and Cost Management - The increase in inventory levels in Q1 2025 is attributed to higher raw material reserves to meet potential production demands [9] - Fluctuations in gross margin are influenced by lower capacity utilization during the Spring Festival and rising material costs for active products [7] Tax and Financial Management - The increase in income tax expenses is a normal accounting treatment based on applicable tax rates and current profit levels [9] - The company maintains a high level of cash and equivalents, with plans for shareholder returns and investments in the Thailand factory and equipment upgrades [9] Shareholder Returns - Since 2015, the company has consistently distributed cash dividends exceeding 40% of the net profit attributable to shareholders, totaling CNY 1.506 billion [10]

证券代码：002560 证券简称：通达股份 河南通达电缆股份有限公司 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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 4 月 24 日(周四)下午 15:30—17:30 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 员姓名 1、董事长：马红菊 2、董事、总经理：曲洪普 3、独立董事：刘向宁 4、财务总监：闫文鸽 5、副总经理、董事会秘书、投资总监：刘志坚 投资者关系活动 主要内容介绍 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、请问公司长期以来，产品毛利率偏低，特别是铝板带产 品，毛利率仅 2 个百分点，业务是否持续亏损?电缆产品从已公 开的中标情况看，一季度也开局不错，但是否会存在增收不增利 的情况?电缆产品竞争激烈，公司的核心竟争优势是什么?公司股 价 ...

Group 1: Company Overview and Financial Performance - The company is a global leader in functional polymer materials and thermal management solutions, focusing on core materials and components to meet industry demands [2][3] - In 2024, the company achieved a revenue of CNY 1.566 billion, a year-on-year increase of 24.51%, and a net profit of CNY 201 million, up 173.04% [3] - In Q1 2025, the company reported a revenue of CNY 349 million, a 16.41% increase year-on-year, and a net profit of CNY 61.73 million, up 105.70% [3] Group 2: Impact of External Factors - The impact of U.S. tariffs on the company's revenue is minimal, as exports to the U.S. account for less than 1% of total revenue [4] - The company has established an overseas production base in Thailand to meet global supply chain demands and mitigate trade risks [4][5] Group 3: Product and Market Development - The Thai production base, part of a 2023 capital increase project, will enhance production capabilities across multiple product lines [5] - The company is focusing on high-value products and optimizing its product structure, which has led to improved gross margins [7][8] Group 4: Research and Development - In 2024, the company invested CNY 84.35 million in R&D, with a R&D expense ratio of 5.39% [8] - The company has successfully developed P-type graphite and is advancing in the production of various thermal management products [9][10] Group 5: Future Growth and Profit Distribution - The company plans to distribute a cash dividend of CNY 6.5 per 10 shares for 2024, totaling CNY 194 million, which represents 96.19% of net profit [10] - Future growth is expected from increased demand for thermal materials in AI terminals and new business areas such as data centers and smart vehicles [12]

Group 1: 2024 Annual Performance - In 2024, the company achieved revenue of 1.32 billion CNY, a year-on-year increase of 28.64% [2] - The net profit attributable to shareholders reached 106 million CNY, up 132.90% year-on-year [2] - The non-recurring net profit was 94 million CNY, showing a significant growth of 1,813.63% [2] Group 2: Business Strategy and Focus Areas - 2024 marked the initial success of the "1+2+N" diversified layout, focusing on consumer electronics and automotive display sectors [2] - The core business includes: 1) Consumer electronics (mobile phones, tablets, laptops), 2) Rapidly growing automotive display business, and 3) Emerging businesses related to AR/VR displays and precision components [2] Group 3: Q1 2025 Performance - In Q1 2025, the company reported revenue of 340.73 million CNY, a year-on-year increase of 15.18% [3] - The net profit attributable to shareholders was 30.61 million CNY, reflecting a growth of 51.88% [3] - The non-recurring net profit reached 26.92 million CNY, up 57.19% year-on-year [3] Group 4: Automotive Sector Developments - The company is a leading player in Mini-LED technology for automotive displays, leveraging its advantages in technology reserves and production capabilities [3] - Collaborations with major automotive brands like Xiaopeng, Geely, and NIO have led to successful mass production and delivery of new models [3] Group 5: LIPO Technology Market Outlook - The LIPO ultra-narrow bezel technology, adopted by Apple in 2024, is setting market trends and enhancing the company's competitiveness in OLED displays [3] - After three years of R&D, LIPO technology is entering the results transformation phase, with major brands actively pursuing this technology [3]