创益通(300991) - 300991创益通2024年年度业绩说明会投资者关系活动记录表
2025-04-28 09:44
证券代码:300991 证券简称:创益通 深圳市创益通技术股份有限公司 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 | 线上参与公司2024年年度业绩说明会的投资者 | | 时间 | 2025年04月28日 15:00-17:00 | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | | 董事长兼总经理 张建明 | | | 独立董事 薛建中 | | 上市公司接待人员姓名 | 财务负责人兼董事会秘书 彭治江 | | | 保荐代表人 王昭 1.公司2024年业绩增长的主要原因是什么? | | | 答:您好,感谢您对公司的关注和支持。公司2024年度业绩增 | | 投资者关系活动主要内容 | 长的主要原因是:(1)受到宏观经济形势和消费电子行业回暖的 | | 介绍 | 影响,连接器行业的生产及销售规模都出现不同 ...
弘宇股份(002890) - 002890弘宇股份投资者关系管理信息20250428
2025-04-28 09:44
证券代码:002890 证券简称:弘宇股份 山东弘宇精机股份有限公司 投资者关系活动记录表 证券代码:002890 证券简称:弘宇股份 | 变革,公司同步推进液压传动系统轻量化、高效 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 能技术研发,并探索与电驱系统的兼容性设计, | | | | | | | | 为适配电动拖拉机提供技术支撑。感谢您的关 | | | | | | | | 注! | | | | | | | | 关于本次活动是否涉及应披露重大信息 | 本次活动未涉及应披露的重大信息 | | | | | | | 的说明 | | | | | | | | 活动过程中所使用的演示文稿、提供的 | 无 | | | | | | | 文档等附件(如有,可作为附件) | | | | | | | | 日期 | 年 | 月 | 日 | 2025 | 4 | 28 | 编号:20250428 | 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 | ...
丰茂股份(301459) - 301459丰茂股份投资者关系管理信息20250428
2025-04-28 09:42
证券代码: 301459 证券简称:丰茂股份 浙江丰茂科技股份有限公司 投资者关系活动记录表 编号:2025-003 | 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 | 年 月 日 (周一) 下午 2025 4 28 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、董事长蒋春雷 | | 员姓名 | 2、财务总监孙婷婷 | | | 3、董事会秘书吴勋苗 | | | 4、总经理王军成 | | | 5、独立董事宋岩 | | | 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、请问公司在成本控制和运营效率提升方面将采取哪些具 | | ...
华信新材(300717) - 300717华信新材投资者关系管理信息20250428
2025-04-28 09:38
证券代码:300717 证券简称:华信新材 编号: 2025001 江苏华信新材料股份有限公司 投资者关系活动记录 12、去年公司研发投入占比如何?研发投入是否产生了实质性效应? 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 □一对一沟通 □其他 ( ) 参与单位名称 及人员姓名 参与公司 2024 年度网上业绩说明会的投资者 时间 2025 年 4 月 28 日 15:00-17:00 地点 "中国证券报·中证网"(http://www.cs.com.cn/roadshow/)(本次 业绩说明会采用网络远程方式举行) 上市公司接待 人员 董事长、总经理:李振斌 董事、董事会秘书:束珺 财务总监:杨希颖 独立董事:刘涛 投资者关系活 动主要内容介 绍 与投资者进行互动交流和沟通,就投资者关注的主要问题进行了答复。 1、华信公司 2024 年度营收同比基本持平,净利润同比增加超过 23%,主要原 因是什么? 回复:投资者您好,主要原因一是产品结构持续优化,传统材料销售同比 下降,PETG、PC、生物基材料及循环再生材料等环保材料销售同比上升, ...
康弘药业(002773) - 2025年4月27日投资者关系活动记录表
2025-04-28 09:38
证券代码:002773 证券简称:康弘药业 成都康弘药业集团股份有限公司投资者关系活动记录表 | | □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 电话会议 | | 活动参与人员 | 参与单位名称及人员姓名: | | | 详见附件 | | | 上市公司接待人员姓名: | | | 董事、总裁 柯潇 | | | 董事、副总裁 殷劲群 | | | 副总裁、财务总监 钟建军 | | | 副总裁 徐燕华 | | | 董事会秘书 邓康 | | | 弘基生物总经理 郑强 | | 时间 2025 | 年 4 月 27 日 (周日) 下午 15:00-14:20 | | 地点 | 电话会议 | | 形式 口头 | | | 交流内容及具体 | 本次投资者交流会由公司总裁柯潇先生主持,并进行沟通 交流如下: | | | 1.问:请问康柏西普目前的国内市场格局以及后续的销售 | | | 增长空间如何?康柏西普各适应症的放量趋势?AAV疗法和康 | | 问答记录 | 柏的产品组合策略 ...
天宇股份(300702) - 300702天宇股份投资者关系管理信息20250428
2025-04-28 09:36
Group 1: Financial Performance Overview - In 2024, the company achieved a revenue of 263,081 million yuan, a 4.1% increase from 252,772 million yuan in 2023 [3] - Net profit attributable to shareholders reached 5,594 million yuan, a significant growth of 104.6% compared to the previous year [3] - In Q1 2025, revenue was 75,932 million yuan, up 10% from 68,945 million yuan in Q1 2024, with net profit increasing by 113% to 8,618 million yuan [4][5] Group 2: Business Segment Performance - Non-sartan raw materials and intermediates saw a revenue increase of 57% in Q1 2025, reaching 1.89 billion yuan [5] - The formulation business generated 80.77 million yuan in Q1 2025, a 97% increase year-on-year, driven by product structure changes and effective cost control [5] - CDMO business revenue in 2024 was 36,580 million yuan, a decrease of 9.8% from the previous year, but overall business scale remained stable [3][5] Group 3: Market Position and Strategy - The company has established partnerships with over 14,000 hospitals and 20,000 terminal markets, enhancing its market presence [3] - In 2024, the company received production approvals for 23 formulation specifications, expanding its product pipeline to 63 specifications [6] - The company is focusing on diversifying its product offerings, with a strong emphasis on non-sartan products, which are expected to continue their rapid growth [8] Group 4: Future Outlook and Challenges - The sartan product prices are expected to decline in 2025, impacting revenue despite stable sales volume [7] - The company aims to improve the operational efficiency of its Changyi Tianyu base, which is currently operating at a loss, with plans to narrow losses in 2025 [13] - R&D expenses are projected to remain stable in 2025, with a focus on efficient resource utilization to support long-term product pipeline development [15]
中海达(300177) - 300177中海达投资者关系管理信息20250428
2025-04-28 09:36
Group 1: Business Focus and Development - The company focuses on high-precision navigation and positioning technology, with three core business segments: precise spatial perception equipment, Beidou high-precision industry applications, and intelligent driving and navigation control [3][5]. - The company aims to expand high-precision positioning technology applications in low-altitude fields and industrial robots, continuously exploring integration opportunities [4][6]. Group 2: Market and Product Strategy - The company has achieved approximately 30% domestic substitution rate in high-precision positioning equipment, with key products like positioning terminals and industrial-grade LiDAR being fully domestically produced [5][6]. - In 2024, the proportion of government project-related business has decreased to 13.79%, with a strategic shift towards high-precision positioning equipment and solutions that have better cash flow [6][9]. Group 3: International Expansion and Collaboration - The company has established branches in 12 countries, implementing localization strategies for procurement, logistics, sales, and global technical services [7][9]. - Collaborations with Baidu Apollo and Beijing Hangji focus on high-precision differential positioning solutions, with successful deliveries of 5G+V2X smart antennas and high-precision positioning antennas [7][8]. Group 4: Technological Advancements - The company emphasizes continuous investment in core technology research and development, maintaining a leading position in key technologies such as laser radar and inertial navigation [6][8]. - The company has successfully developed disaster monitoring and early warning devices, which have been deployed in over 20 provinces and regions across the country [8][9]. Group 5: Financial Performance and Projections - The intelligent driving business is projected to grow by approximately 40% in 2024, although it currently represents a small portion of the overall revenue [9].
金河生物(002688) - 2025年4月28日投资者关系活动记录表
2025-04-28 09:36
Group 1: Financial Performance - The company's revenue for Q1 2025 reached 625.15 million CNY, representing a year-on-year growth of 20.35% [2] - The net profit attributable to shareholders for the same period was 51.12 million CNY, with a year-on-year increase of 13.23% [2] - The veterinary chemical drug revenue increased by 21.47% year-on-year, driven primarily by the sales of the product "Jinmei" [1] Group 2: Product Development and Market Strategy - The company plans to expand its product line with the new factory set to produce Jinmei, Tumei, and Qiangli products, enhancing its product diversity [1] - The R&D expenses grew by 27.03% in 2024, focusing on innovation and new product development [2] - The company has 16 vaccine products currently on the market and over 20 in the research and application phase [2] Group 3: Market Expansion and Competitive Advantage - The company exports 60-70% of its chemical products, with the U.S. being the primary market [5] - The introduction of the hydrochloride doxycycline project is expected to generate over 300 million CNY in revenue [3] - The company aims to enhance its market share in the veterinary vaccine sector by providing comprehensive technical solutions alongside its products [3] Group 4: Future Outlook and Industry Trends - The domestic veterinary drug market has a compound annual growth rate (CAGR) of 8.43% from 2019 to 2023, indicating significant growth potential [5] - The company anticipates that the market for veterinary biological products will expand, particularly with the ongoing development of the African swine fever vaccine [5] - The company is committed to strengthening its global presence and optimizing resource allocation to seize opportunities in the veterinary industry [6]
誉衡药业(002437) - 002437誉衡药业投资者关系管理信息20250428
2025-04-28 09:36
证券代码: 002437 证券简称:誉衡药业 哈尔滨誉衡药业股份有限公司投资者关系活动记录表 2025-001 | | 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 (请文字说明其他活动内容) | | | | | 天风证券、国盛证券、中信建投证券、太平洋证券、招商证券 、兴业证券、中信证券、东吴证券、首创证券、平安证券、华福 | | | | 参与单位名称及 | 证券、长江证券、永赢基金管理有限公司、深圳前海云溪基金管 | | | | 人员姓名 | 理有限公司、景顺长城基金管理有限公司、上海复胜资产管理合 | | | | | 伙企业(有限合伙)、工银瑞信基金管理有限公司、东源(天津) | | | | | 股权投资基金管理股份有限公司 | | | | 时间 | 2025 年 4 月 28 日 10:00~11:00 | | | | 形式 | 口现场 口网上 √电话会议 | | | | 上市公 ...
锡装股份(001332) - 001332锡装股份投资者关系管理信息20250428
2025-04-28 09:36
Group 1: Industry Overview - The metal pressure vessel industry is experiencing intensified competition, with a trend towards high-end and international products [2] - Some companies are benefiting from high-value products and export growth, leading to significant increases in gross margins, revenue, and profits, while others face challenges due to costs and bad debt risks [2] Group 2: Company Performance - In 2024, the company achieved operating revenue of CNY 1,533.74 million, a year-on-year increase of 22.85% [3] - The net profit attributable to shareholders was CNY 255.16 million, reflecting a year-on-year growth of 54.64% [3] - The net profit after deducting non-recurring gains and losses was CNY 245.73 million, up 78.99% year-on-year [3] Group 3: Market and Product Development - The company focuses on high-end products and markets, emphasizing technological innovation and continuous R&D investment [3] - The company has a civil nuclear safety manufacturing license and has applied its nuclear-related products in several domestic and international nuclear power projects [3] - The company has established partnerships with renowned international firms in the high-tech shipbuilding sector [3] Group 4: Business Segmentation - In 2024, revenue distribution by application area was as follows: - Oil and petrochemical sector: 62.18% - Basic chemicals sector: 27.18% - Solar energy sector: 8.51% - High-tech ships and marine engineering: 1.01% - Nuclear power sector: 0.52% - Other sales: 0.61% [4] Group 5: Future Outlook - The company is actively exploring high-quality investment and acquisition opportunities that align with its strategic development goals [3] - As of the end of 2024, the company had an order backlog of CNY 1.719 billion, with a high capacity utilization rate [4]