Group 1: Strategic Overview - The medical service market continues to grow, with enhanced competitive advantages [2] - The company shifts its strategic positioning from "provider of integrated medical diagnostic solutions" to "leader in intelligent medical diagnostic solutions" [2] - The focus is on high-quality development, shifting from scale and revenue growth to profitability and healthy cash flow [2] Group 2: Core Competitive Factors - Key competitive elements include scale cost leadership, differentiated services/technology value addition, business model innovation, and an AI + big data ecosystem [2] - The strategic goal is to achieve the largest revenue scale and the highest industry influence in smart diagnostic AI products [2] Group 3: AI and Data Strategy - The AI strategy involves a dual-track approach of "independent breakthroughs + ecosystem integration" to develop specialized models in gene analysis, pathology recognition, and intelligent diagnosis of blood diseases [3] - The company aims for a compound annual growth rate (CAGR) of over 100% in revenue from smart products [3] Group 4: Market Trends and Responses - The third-party testing market is expected to grow, with outsourcing penetration projected to rise from 6%-8% to double digits [6] - The company is actively engaging with major hospitals to enhance recognition of third-party services [6] Group 5: AI Applications and Opportunities - AI applications in healthcare are expanding across eight major scenarios, including disease risk prediction and health management [7] - The integration of AI and big data enables personalized treatment plans through the construction of specialized disease databases [8] Group 6: Financial Projections - AI-related business revenue is projected to reach approximately 20 million yuan in 2024, with significant annual investments in AI [9] - Future AI business revenue is expected to maintain a CAGR exceeding 100% [9] Group 7: International Expansion - The establishment of the Vietnam laboratory marks a new phase in internationalization, transitioning from "product export" to "technology export" [10] - The strategy includes localizing successful "AI + healthcare" solutions and leveraging partnerships with local hospitals [10]

A：目前 25 年销售目标是在 24 年新签订单的基础上增长 20%，国 内国外各产品线同比例增长。根据目前国内、海外市场需求以及各条产 品线跟踪项目来看，对于 25 年新签订单增长比较有信心。 Q：请问公司产品能否应用于可控核聚变领域？ 杭州中泰深冷技术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 □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 | | | | 源峰基金：王奔 星石投资：孔嘉祥 中金证券：鲁烁 | | 参与单位名称及 | | 国金证券机械研究员：李子安 泰康资产机械研究员：张厚喆 | | 人员姓名 | | 华夏基金机械研究员：邓寒 财通基金机械研究员：翁嘉敏 | | | | 财通基金基金经理：张胤 国联证券：张天浩 | | 时间 | 2025 年 | 6 月 6 日 | | 地点 | | 公司会议室——线下会议 | | 上市公司接待 | | 董事会秘书：周娟萍 | | 人员姓名 | | 证券事务代表：凌诗轶 | | | | 公司介绍： | | ...

中山大洋电机股份有限公司 证券代码：002249 证券简称：大洋电机 中山大洋电机股份有限公司投资者关系活动记录表 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 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及 | 国信证券 李全 | | 人员姓名 | 招商证券 马显翠 | | | 大兴华旗资管 何海杰 | | 时间 2025 | 年 月 日 6 6 10:00-11:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 肖亮满 | | 员姓名 | 证券事务主管 刘晚秋 | | | 公司董事会秘书向参会人员介绍了公司发展历程以及三大产业布局， | | | 包括各个关键发展节点以及相关的发展战略；同时，介绍了公司 2024 年各 | | | 业务板块的发展情况以及公司在全球的产业布局情况，包括在不同国家和 | | | 地区的工厂建设、业务分布、市场拓展等。主要交流内容如下： | | | 1．2024 年，公司 BHM 事业部营收同比 ...

2、 问：公司益生菌产品目前主要针对的是什么人群？未来 将如何塑造益生菌产品，使其成为市场上的爆款？ 答：公司益生菌产品包括益生菌菌粉、保健食品以及功能性 食品。益生菌粉包括各种功能菌株，今年公司重点推广的是减脂 益生菌、情绪调节益生菌等功能性益生菌。公司保健食品益生菌 产品主要通过两大渠道销售益生菌产品：一是线下药店渠道，二 是线上销售渠道。功能性食品益生菌产品未来主要通过线上渠道 销售，特别是通过抖音、快手等新零售平台来进行推广并销售。 3、 问：公司的益生菌菌株是如何发现和积累的？ 证券代码： 301507 证券简称：民生健康 杭州民生健康药业股份有限公司 投资者关系活动记录表 编号：2025-005 | 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 | 湘禾投资林小伟 | | 人员姓名 | 河清资本董醒华 | | | 上海如仪投资 徐路鹏 | | | 上海藤树投资 王远清 | | ...

Group 1: Company Position and Achievements - The company has established a leading market position in the malt industry, with an annual production capacity of 1.08 million tons, ranking first in Asia and fourth globally [1] - Key factors contributing to this success include a focus on core business, high-end positioning, demand-driven capacity optimization, continuous innovation, supply chain improvement, and unified management [1] Group 2: Challenges Faced - The company faces challenges in adapting to changing customer and market demands, requiring timely adjustments to production strategies [1] - Technological advancements necessitate automation, digitalization, and intelligent transformation in traditional manufacturing processes [1] - Increasing environmental pressures due to national carbon neutrality goals, with the company aiming to enhance the use of clean energy [1] Group 3: Future Plans and Goals - The company aims to become a world-class malt supplier, focusing on providing high-quality malt and professional services to brewers [2] - Plans include deepening reforms, strengthening innovation, enhancing core functions, and improving operational efficiency for balanced growth [2] Group 4: Risk Management - The company manages bad debt risk by implementing a credit rating system for clients, offering credit terms primarily to reputable large beer groups while requiring cash transactions from new or retail clients [2] - There have been no occurrences of bad debts in recent years [2]

证券代码：300820 证券简称：英杰电气 四川英杰电气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 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 华夏基金：马伟恩新华资产：李浪德邦基金：李乐行新华基金： 刘海滨 浙商机械：李思扬、周向昉 国泰海通：马潇浙商证券：孙二召、李熙、邱元琴 国海证券：钟琪富国基金：潘逸君 中泰证券：赵宇鹏银华基金：侯昱晨金鹰基金：汪达 中信证券：陈建、贾袆樊 西部证券：杨敬梅、陈龙沧、张嘉豪 时间 2025 年 6 月 6 日 10:00—12:00 地点 电话调研、公司会议室 上市公司接待 人员姓名 副总经理兼董事会秘书：刘世伟先生 投资者关系活动 主要内容介绍 公司副总经理兼董事会秘书刘世伟先生向调研人员介绍 了公司近期经营情况，并与调研人员进行了交流，主要内容记 录如下： 问题 1：请介绍一下光伏行业销售收入确认及尾款回收的情况。 答：公司一直高度重视光伏行业的货款回收与销售收入确 认工作。当前行业面临项目延缓等挑战，若部分企业出现呆坏 ...

Group 1: Investor Relations Activity - The company participated in a broker strategy meeting in Chengdu with 17 investors from various institutions [2] - The meeting was hosted by the Securities Department Manager, Li Tanhang [2] Group 2: Sales and Market Performance - In 2024, the company's overseas feed sales reached 2.36 million tons, a year-on-year increase of approximately 40%, accounting for about 10% of total feed exports [2][4] - The company aims to achieve a short-term target of 3 million tons in feed sales by 2025, with cumulative external sales exceeding 2 million tons to date [4] Group 3: Industry Insights - The poultry inventory remains stable, while pig prices are consistently above cost, with an increase in inventory [3] - Most special fish species have seen price increases year-on-year, with some at historical highs; common fish have stabilized after a loss period [3] Group 4: Future Development Plans - The company plans to accelerate overseas feed business expansion, targeting 7.2 million tons in sales by 2030, focusing on Southeast Asia, Africa, and South America [5] - In Southeast Asia, Vietnam is the core market, with expansions planned in Indonesia, Bangladesh, and Malaysia; in Africa, Egypt serves as a hub for further market penetration [5] Group 5: Research and Development - The company has a research team of nearly 4,000 people, with cumulative R&D investment exceeding 5 billion yuan [7] - A comprehensive three-tier R&D system supports the company's rapid development, with a large database for animal nutrition needs and raw material formulation technology [7][8] Group 6: Competitive Landscape - The pig feed market has seen significant changes, with competition easing compared to the previous year, but remains intense overall [8] Group 7: Capital Expenditure - Capital expenditure will focus on overseas markets, while domestic spending will prioritize upgrading and renovating existing capacities [8]

桂林三金药业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 | | | 长江证券 2 人 | | 活动参与人员 | 桂林三金董秘 李春 | | | 桂林三金证代 朱烨 | | 时间 | 2025 年 06 月 06 日 | | 地点 | 会议室 | | 形式 | 线下交流 | | | 业绩情况简介： | | | 2024 年度公司实现营业总收入 219,399.20 万元，较 | | | 上年同期 217,160.34 万元增长 1.03%；实现利润总额 | | | 64,393.50 万元，较上年同期 51,828.39 万元增长 24.24%； | | | 实现归属于上市公司股东的净利润 52,153.36 万元，较上 | | | 年同期 42,129.88 万元增长 23.79%；2025 年第一季度实现 | | | 归属上市公司股东扣非净利润 9,767.29 万元，较上年同期 | | | 8,751.54 万元增长 11. ...

深圳市澄天伟业科技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 | □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□其他 | | 参与单位名称 | 山西证券、宝盈基金、前海道明资产、国泰海通、平安证券、中山证 | | /人员姓名 | 券、第一创业证券、首泽投资、华风资本、恒泽私募及个人投资者 | | 时间 | 2025 年 6 月 6 日 | | 地点 | 深圳市福田区皇岗路 5001 号深业上城 T2 大楼 18 楼 全景网路演厅 | | 上市公司接待 | 董事长、总经理：冯学裕 董事：宋嘉斌 | | 人员姓名 | 董事会秘书、财务总监：蒋伟红 | | | 证券事务代表：陈远紫 | | | 一、公司介绍公司基本情况和发展历程。 | | | 二、与调研机构的互动交流。 | | | 公司与调研机构方互动交流的主要内容如下： | | | Q1：公司液冷产品的性能优势、竞争格局及单台服务器价值量？ | | | 答：（1）性能优势：公司液冷散热产品采用自研的高性能制造工艺， | | | 在结构一体化、 ...

股票代码：002703 股票简称：浙江世宝 浙江世宝股份有限公司投资者关系活动记录表 | | 6、问：公司今年收入的展望？ | | | | --- | --- | --- | --- | | | 答：2025 年，在汽车行业整体保持稳定发展的前提下， | | | | | 公司对收入增长持审慎乐观态度。受益于新能源汽车渗 | | | | | 透率的持续提升、智能化转向系统需求的增长，以及国 | | | | | 产替代加速，公司预计收入将保持稳健增长。 | | | | | 7、问：今年新产能的投放主要是哪些产品？ | | | | | 答：主要是电调管柱和 R-EPS。 | | | | | 8、问：公司有无与无人车/低速物流车等企业展开业务 | | | | | 合作？ | | | | | 答：公司的智能转向可用于各类型无人驾驶汽车，公司 | | | | | 与多个客户开展了无人物流车的转向技术交流。未来， | | | | | 公司将继续深化在智能驾驶领域的技术研发和市场拓 | | | | | 展，以满足行业快速增长的需求。 | | | | | 9、问：公司后轮转向布局情况？ | | | | | 答：公司在后轮转向领 ...