Workflow
青岛银行(002948) - 2026年1月16日投资者关系活动记录表
2026-01-16 10:10
证券代码:002948 证券简称:青岛银行 青岛银行股份有限公司投资者关系活动记录表 编号:2026-01 | 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: | | 参与单位名称 及人员姓名 | 信达证券 张晓辉、大成基金 林起渠、博时基金 姚城玉 | | 时间 | 年 月 日(星期五)14:00-15:00 2026 1 16 | | 地点 | 青岛银行股份有限公司总行 6 楼会议室 | | 上市公司接待 人员姓名 | 本行相关部门工作人员 | | | 1.青岛银行存款增长情况如何? | | | 答:本行充分发挥地方法人银行优势,积极拓展维护本 | | | 地客群,存款保持稳健增长,截至 2025 年 9 月末,本行客 | | | 户存款总额 4,817.27 亿元,比 2024 年末增加 497.03 亿元, | | | 增幅 11.50%。 | | | 公司业务方面,坚持公司客群分类分层策略,抓流量、 | | 投资者关系活 动主要内容 | 抓结算、抓产品渗透,增加低成本 ...
合百集团(000417) - 000417合百集团投资者关系管理信息20260116
2026-01-16 10:10
Group 1: Retail Strategy and Store Management - The company plans to implement tiered management for its department stores, targeting specific customer demographics such as high-net-worth individuals and young families [1][2] - New store concepts include flagship stores, family-oriented centers, cultural theme stores, and trendy social spaces aimed at Gen Z [1][2] Group 2: Supermarket Operations and Performance - In 2025, the company revamped 10 supermarket locations in Hefei, achieving sales increases of 35.98% at Feixi Baida store and 52.54% at Sifanglou store, with overall customer traffic rising by 26.89% [3] - The newly opened Gaoxin store generated sales of 78.6 million yuan, a 42% year-on-year increase, with customer traffic and average transaction value also improving [3] Group 3: Supply Chain and Private Label Development - In 2025, the company introduced 317 new brands and 5,630 new products while eliminating 6,945 old items, resulting in a total of 352 direct brands [4] - Sales from the core private labels increased by 93.21%, with 80 new SKUs added across various categories [4] Group 4: Home Appliance Sales and Market Trends - The company experienced a significant decline in home appliance sales in late 2025 due to policy changes, but a provincial subsidy introduced in December positively impacted sales [5] - Over 100,000 units were sold under the trade-in program, generating 509 million yuan in sales, with expectations for further growth in 2026 [5] Group 5: Logistics and Distribution - The Feixi Logistics Park, operational since September 2024, has attracted over 300 merchants and achieved a transaction volume of 6.347 billion yuan in 2025 [7] Group 6: Investment and Fund Management - The company has invested in several venture capital funds, contributing a total of 232.5 million yuan, with investments in various technology companies [9]
富特科技(301607) - 2026年1月16日投资者关系活动记录表
2026-01-16 10:02
证券代码:301607 证券简称:富特科技 公告编号:2026-001 浙江富特科技股份有限公司投资者关系活动记录表 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 __ 时间 2026 年 1 月 16 日 地点 上海 参与单位名称 农银基金、永赢基金 上市公司接待 人员姓名 董事会秘书 李岩 投资者关系经理 李晨红 投资者关系活 动主要内容介 绍 1、公司业绩增长的主要原因是什么? 主要有两大方面:一是整个新能源汽车市场态势仍旧高速 增长,为公司的业绩增长提供了有利的外部条件。二是公司与 国内外多家主流主机厂建立起深度合作关系,国内市场方面, 为蔚来、小米、零跑等主流车企配套了多款畅销车型;国际市 场方面,公司的国际化道路战略初显成效,与雷诺汽车达成深 度合作,成功配套其多款主力车型,实现了海外销售占比的稳 步提升,国内国际双市场协同发展的格局正加速成型,同时, 今年公司安吉二厂也顺利投产,团队基于业务需求迅速响应提 升产能,提供了关键支撑。基于前述内容,公司 2025 年业绩 整体实现翻番的结果。 2、公司现阶段客户情况及未来拓 ...
和顺科技(301237) - 2026年1月16日和顺科技投资者关系活动记录表
2026-01-16 09:54
Group 1: Company Overview - The company, established in 2003, specializes in the R&D, production, and sales of differentiated, functional biaxially oriented polyethylene terephthalate (BOPET) films [1] - Main products include colored optoelectronic base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [1] - The company aims to expand its product range and application fields while exploring new materials, particularly in high-performance carbon fiber [1] Group 2: Industry Challenges - The impact of internal competition in the BOPET film industry is being addressed through a steady price adjustment strategy, focusing on differentiated and functional film products to enhance added value [2] - The company is avoiding low-end film price competition to maintain its competitive edge [2] Group 3: Carbon Fiber Project - The carbon fiber project is progressing with preparations for trial production in the spinning phase, adhering to legal and regulatory requirements for information disclosure [2] - The acquisition aims to enhance the vertical integration of the carbon fiber supply chain and improve business synergy, leveraging the target company's established market channels and customer resources [2] - Due diligence, auditing, and evaluation of the target company are set to commence soon [2]
普蕊斯(301257) - 301257普蕊斯投资者关系活动记录表20260116
2026-01-16 09:54
证券代码:301257 证券简称:普蕊斯 普蕊斯(上海)医药科技开发股份有限公司 投资者关系活动记录表 编号:2026-001 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 名称及人员 姓名 汇添富基金 华夏基金 万家基金 信达澳亚基金 慎知资产 人保养老 建投基金 华泰保兴基金 太平洋保险 财通资管 农银汇理 中邮证券 华泰证券 华创证券 东方证券 国联民生证券 招商证券共 17 家机构 20 人 时间 2026 年 1 月 6 日、2026 年 1 月 9 日、2026 年 1 月 12 日—2026 年 1 月 13 日、2026 年 1 月 16 日 地点 上海公司会议室 上市公司接 待人员姓名 董事会秘书 赖小龙 投资者关系 活动主要 内容介绍 一、介绍公司基本情况 普蕊斯是一家大数据驱动型临床研究服务商,始终秉持"以 患者为中心"的理念,通过将临床试验和医院实际场景进行解 构,创建出一套临床试验全流程项目管理体系,公司深耕临床试 验现场管理组织(SMO)业务,致力于为中国临床试验执行提 质增效,助力新药更快惠及患 ...
恒鑫生活(301501) - 301501恒鑫生活投资者关系管理信息20260116
2026-01-16 09:42
Group 1: Company Overview - The company, Hengxin Life Technology Co., Ltd., is involved in the production of biodegradable materials and has a comprehensive processing capability combining paper and plastic products [2][4]. - The company reported a revenue of approximately CNY 1.384 billion for the first three quarters of 2025, representing a year-on-year growth of 19.49%, and a net profit of approximately CNY 185 million, up 14.12% year-on-year [5][6]. Group 2: Policy and Market Trends - The domestic plastic ban policy has evolved from "limited plastic" to "banned plastic," with increasing enforcement and a focus on comprehensive and detailed governance [3]. - The European Bioplastics Association has updated its certification scheme for industrial compostable materials, effective January 2026, which includes stricter requirements for organic content [3]. Group 3: Product Development and Production Capacity - The company has developed the capability to produce PHA products, which are gaining commercial traction and can be industrially composted, home composted, and marine biodegradable [3]. - The Thailand factory began regular production in April 2025, focusing on U.S. market orders and is currently ramping up capacity [4]. Group 4: Competitive Advantages - The company possesses a full-process production capability, a diverse product range, and strong customer resources, which contribute to its competitive edge in the biodegradable product market [5]. - The company has received international compost certification for its biodegradable products, enhancing its market recognition and competitiveness [5]. Group 5: Future Growth Drivers - Future growth is expected to stem from advancements in biodegradable technology, increasing sales driven by the plastic ban policies, and the gradual release of production capacity [6]. - The company is focusing on new product development and expanding its customer base in sectors such as coffee, tea, and supermarkets [6].
瑞凌股份(300154) - 300154瑞凌股份调研活动信息20260115
2026-01-16 09:26
Group 1: Company Overview and Market Position - Shenzhen Ruiling Industrial Group Co., Ltd. is actively involved in the welding equipment industry, focusing on innovation and technology development [1][2]. - The company has a strong brand presence with products like Ruiling and Ruilong, achieving high recognition and reputation in the market [3]. - The domestic market includes nearly 400 first-level distributors and over 2000 second-level distributors, while there are more than 100 distributors in over 60 countries globally [3][4]. Group 2: Product and Technology Advantages - The company emphasizes autonomous innovation, having developed the first domestic inverter field-effect tube manual arc welding machine in 1987 [2][3]. - Products are designed with a focus on quality assurance and cost control, resulting in high reliability and low failure rates compared to industry averages [3]. - The company has integrated digital welding machine chips into its products, enhancing performance and reducing costs [11]. Group 3: Sales and Marketing Strategies - The sales model primarily relies on a distributor system, complemented by digital marketing strategies on platforms like Douyin and Kuaishou [4]. - The company is expanding its product range to cover all categories of welding products, including machines, accessories, and materials [4]. - Active participation in industry exhibitions and hosting distributor exchange meetings to enhance market visibility and brand promotion [4]. Group 4: Industry Applications and Growth Opportunities - The company's products are widely used in various sectors, including marine engineering, aerospace, and new energy vehicles, indicating a broad application scope [6][9]. - The company is closely following the "Belt and Road" initiative, with business operations extending to key countries involved in this strategy [5]. - There are ongoing efforts to explore strategic partnerships and acquisitions in areas like intelligent manufacturing and chip development to expand market opportunities [12]. Group 5: Future Developments and Investments - The company is constructing an intelligent manufacturing industrial park in Shunde, aimed at enhancing production capabilities and competitiveness [14]. - A consistent and proactive profit distribution policy has been in place since the company went public, ensuring returns for investors [13].
南网数字(301638) - 2026-003投资者关系活动记录表0116
2026-01-16 09:20
Group 1: Company Overview and Development - The company was established in 2017, originally named Dingxin Information Technology Co., Ltd., and rebranded in 2019 as Southern Power Grid Digital Grid Research Institute Co., Ltd. [2] - The company has integrated multiple digital-related businesses within Southern Power Grid and has established several subsidiaries, implementing a corporate middle platform strategy and prioritizing artificial intelligence [2] - Major digital technology platforms, including the Southern Grid Cloud Platform and Big Data Platform, have been constructed and upgraded since 2022 to accelerate the development of a new power system [2] Group 2: AI and Technology Development - The "Dawatt" AI model achieves 100% full-stack domestic control of software and hardware, providing specialized services in power knowledge retrieval, defect detection, power scheduling, and grid planning [3] - The Fuxi series chips are dedicated control chips for the power industry, utilizing a fully domestic instruction set and achieving a power consumption of less than 1.71W [3] - Current applications of the Fuxi chip include distribution automation terminals and low-voltage intelligent switches, with plans to expand into smart terminals and low-voltage communication [3] Group 3: Investment Projects and Expected Outcomes - Six major investment projects are expected to be completed within three years, focusing on digital twin platforms, intelligent IoT systems, and advanced AI applications [4] - The projects aim to enhance market scale, product capabilities, and establish a cloud service platform capable of processing real-time data from millions of energy devices [4][5] Group 4: Competitive Strategies and Talent Management - The company aims to lead in digital transformation by aligning core technologies with industry trends, focusing on digital twin and autonomous controllability [5] - A comprehensive talent recruitment mechanism is in place, collaborating with universities and research institutions to attract high-level talent, particularly in chip and AI model fields [5][6] - Employee training programs are regularly conducted to enhance professional skills, and a competitive compensation system is established to motivate R&D personnel [6]
睿智医药(300149) - 睿智医药2026年1月15日投资者关系活动记录表
2026-01-16 09:12
证券代码:300149 证券简称:睿智医药 睿智医药科技股份有限公司投资者关系活动记录表 编号:2026-01 | | 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 | | 参与单位名称及 | 西部证券、灏霁资产、兴全基金、复胜资产 | | 人员姓名 | | | 时间 | 2026 年 1 月 15 日 13:30-15:00 | | 地点 | 公司会议室 | | | 睿智医药首席财务官(CFO):查胤群 | | 上市公司接待人 | 上海睿智医药联席总裁:马兴泉 | | 员姓名 | 上海睿智医药投资发展部副总裁:许剑 | | | 睿智医药投资者关系负责人:朱子白 | | | 一、公司介绍; 二、问答交流: | | | 1、公司目前的整包战略具体是怎么样的? | | 投资者关系活动 | 公司当前的战略方向是通过"整包战略+CVC 生态投资"双轮驱动,构 | | 主要内容介绍 | 筑增长新根基:一方面持续强化靶点→PCC→IND→NDA 的全链条整包服务 | | | 能力, ...
粤宏远A(000573) - 000573粤宏远A投资者关系管理信息20260116
2026-01-16 09:02
证券代码:000573 证券简称:粤宏远A 东莞宏远工业区股份有限公司 投资者关系活动记录表 编号:2026-001 | | □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 □电话会议 | | | ☑其他:投资者来访 | | 活动参与人员 | 投资者:刘忠庆 李莉。 | | | 公司接待人员:证券事务部经理、证券事务代表朱玉龙;证券事务主管 | | | 李艺荣。 | | 时间 | 2026 年 1 月 16 日 | | 地点 | 宏远公司会议室 | | 形式 | 座谈交流 | | | 座谈人员以互动问答方式沟通交流,以下为交流的概要内容: | | | 问1.公司的地产自营项目在售有哪些? | | | 答:目前,公司自营房地产在售楼盘有东莞桥头帝庭山花园和东莞 | | | 南城时代国际雍雅台项目;江苏昆山花桥项目待推售。 | | | 问2.厂房等租赁业务经营情况怎样? | | 交流内容及具 | 答:公司房地产出租方面2024年度业务收入约3632万元,2025年半 | | 体问答记 ...