证券代码：002332 证券简称：仙琚制药 浙江仙琚制药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 | 特定对象调研 | | 现场会议□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  | 电话会议 | | | | 参 与 单 位 名 称 | 祝嘉琪 | 中泰证券 | 赵辉 | 博时基金 | 蒯学章 | 大家资管 | | | 何玮 | 东方财富 | 朱述政 | 光大理财 | 田鑫 | 广发医药 | | 及人员姓名 | 吴晗 | 国君医药 | 文惠霞 | 国都证券 | 潘天奇 | 国联基金 | | | 刘柏川 | 国联基金 | 浩 陈 | 国联基金 | 李博闻 | 国寿安保 | | | 浩 陈 | 国联基金 | 李博闻 | 国寿安保 | 周航 | 国泰海通 | | | 唐巍 | 荷荷(北京) | 陆元娅 | 红土创新 | 张丽青 | 鸿运私募 | | | ...

Group 1: Market Position and Growth Strategy - The company is a leading player in the mobile communication inductance market, with a significant market share and full coverage of core customers in the industry chain [1] - The product portfolio is divided into traditional products (high market share) and new products (future growth), with strategies in place to maintain market share and drive growth through continuous new product launches [1] - The increasing demand in mobile applications is expected to enhance the unit value of mobile business continuously [1] Group 2: Performance in Key Segments - The power management sector saw a year-on-year growth of 23.87% in Q1, driven by various platforms, while automotive electronics and energy storage products experienced a remarkable growth of 65.46% [2] - Sales of various molded platform power inductors in the power management sector have increased significantly, applicable in devices ranging from mobile phones to AI servers with power requirements of 5-2000W [2] Group 3: Automotive Electronics and Product Structure - The automotive electronics product structure focuses on "three electrics and one integration," covering applications in smart driving, smart cockpits, and new energy vehicles, with a single vehicle value ranging from 1,500 to 3,000 yuan [2] - Continuous introduction of new products and technologies is expected to further optimize the product structure and increase the single vehicle value in the automotive electronics sector [2] Group 4: Data Center Development and Trends - The data center business is a strategic emerging area for the company, supplying various types of power inductors and capacitors, with plans to expand new products and application modules [3] - The global penetration rate of AI servers is increasing, leading to higher demand for magnetic components with high power density and low power consumption [3] Group 5: Pricing and Market Conditions - The company's products are positioned as basic electronic components, maintaining competitive technology levels comparable to global leaders, with a stable pricing structure influenced by market conditions [3] - The company has a full order book and maintains a high capacity utilization rate since Q2 [3]

四川国光农化股份有限公司 投资者关系活动记录表 证券代码： 002749 证券简称：国光股份 四川国光农化股份有限公司投资者关系活动记录表 编号：2025-012 | | ☑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（ ） | | | 活动参与人员 | 国海证券 | 杨丽蓉 | | | 华安基金 | 王晨 | | | 兴证全球基金 | 朱喆丰 | | | 交银施罗德基金 | 何雄 | | | 泰康基金 | 张洋伟 | | | 鹏华基金 | 王云鹏 | | | 德邦基金 | 张培栋 | | | 财通资管 | 郭齐坤 | | | 平安养老 | 袁帅 | | | 国光股份 董事会秘书 | 颜铭 | | | 国光股份 证券事务代表 | 李超 | | 时间 | 2025 年 4 月 23 日 | | | 地点 | 公司龙泉办公区 | | | 形式 | 现场调研 | | | | 一、公司董事会秘书颜铭向证券、投资机构介绍公司 | 2024 年 ...

证券代码：300952 证券简称：恒辉安防 江苏恒辉安防股份有限公司 投资者关系活动记录表 编号：2025-006 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） 形式 ☐现场 ☐网上 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 15:00-16:00 地点 线上会议形式 上市公司接待人 员姓名 副总经理、董事会秘书：张武芬 证券事务代表：林旭金 投资者关系活动 主要内容介绍 公司于2025年4月24日，通过电话会议的形式与部分券商分析师、机 构投资者进行交流，会议不涉及应披露的重大信息。 公司董事会秘书参加了本次电话会议，首先介绍了公司基本情况， 2024年度及2025年一季度营收及生产经营现状： 2024年，面对全球经济格局深度调整、行业竞争加剧的复杂环境，公 司坚守战略定力，以技术创新为引领，以产业升级为驱动，持续深化全 产业链布局。在新材料领域加速技术突破，在产能建设方面推进国内外 项目协同落地，在市场端积极拓展全球多元化销售网络。一系列战略举 措的高效实施，有力推动公司经 ...

Group 1: Financial Performance - In 2024, the company achieved a total revenue of 1.67 billion CNY, with significant contributions from supermarkets, major clients, exports, and snacks [2] - For Q1 2025, the company reported a revenue of 413 million CNY and a net profit of 39.81 million CNY, marking a year-on-year increase of 216.08% [3] - The company aims for "double growth" in sales revenue and profit, focusing on cost control and revenue enhancement strategies [5] Group 2: Product and Market Strategy - The company is implementing a "ten major operational development strategies," including sustainable development in the red date sector and optimizing product tiers [3] - The product list contributes over 80% of revenue and 90% of profit, with a focus on high-quality red dates and targeted marketing strategies across various channels [5] - New products such as low GI black dates have been well-received in channels like Sam's Club and Yonghui Supermarket [3][4] Group 3: Dividend Policy - For the 2024 fiscal year, the company plans to distribute a cash dividend of 10 CNY per 10 shares, totaling 432 million CNY [6] - The company has consistently returned cash dividends, with a total of 911 million CNY distributed over the last three fiscal years [6] Group 4: Investor Relations - The investor relations activity took place on April 24, 2025, with participation from various financial institutions and analysts [2][8] - The company emphasizes compliance with information disclosure regulations and warns investors about the risks associated with performance predictions [7]

证券代码：002714 证券简称：牧原股份 牧原食品股份有限公司 投资者关系活动记录表 编号：2025-04 重要提示：参会人员名单由组织机构提供，由于调研对象数量较多，公司无法 保证参会单位、人员的完整性、准确性，提示投资者特别注意。 | 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 | | | | 年一季报交流会）  其他（2025 | | | 参与单位名称及人员姓名 | 高毅资产管理薛皓月、兴证全球基金陈玲、交银 | | | | 施罗德基金谢欣怡、高盛史慧瑜、玄卜投资夏 | | | | 一、麦格理资本宜欣、国投瑞银基金周思捷、永 | | | | 赢基金张弛、海富通基金周其源等 232 位投资者 | | | 时间 | 2025 年 4 月 24 日 | | | 地点 | 公司会议室 | | | 上市公司接待人员姓名 | 首席财务官 曈 | 高 | | | 董事会秘书 军 | 秦 | | | 投资者关系主管 | 王翰斌 | 公司经营情况介绍 2025 年 ...

Financial Performance - In 2024, the company achieved operating revenue of CNY 256.51 million, a year-on-year increase of 5.59% [2] - The net profit attributable to shareholders was CNY -97.60 million, a decline of 165.02% compared to the previous year [2] - As of the end of the reporting period, total assets amounted to CNY 1,007.63 million, up 9.27% from the beginning of the year [2] - The net assets attributable to shareholders decreased by 6.52% to CNY 346.38 million [2] R&D Investment - In 2024, R&D investment totaled CNY 73.06 million, representing 28.48% of operating revenue, with a year-on-year increase of 10.78% [4] - Semiconductor testing R&D investment was CNY 35.80 million, up 32.76% year-on-year [4] - Display testing R&D investment was CNY 31.53 million, a 4.23% increase [4] - New energy sector R&D investment decreased by 34.38% to CNY 5.74 million [4] Order Status - As of the latest report, the company had total orders on hand amounting to approximately CNY 2.84 billion, with semiconductor orders constituting over 90% of this figure [3] - Orders in the semiconductor sector were approximately CNY 1.67 billion, accounting for 58.65% of total orders [9] - Display sector orders on hand were about CNY 764 million [10] - New energy sector orders on hand were approximately CNY 412 million [13] Profit Margins - In 2024, the gross margin for the display sector was 38.36%, down 9.02% year-on-year [6] - The semiconductor sector's gross margin was 45.75%, a decrease of 6.18% [6] - The gross margin for the new energy sector was 30.81%, down 4.54% [6] Market Challenges - The display sector faced significant challenges due to global economic instability and increased competition, leading to a decrease in revenue by 8.98% to CNY 1.59 billion [10] - The new energy sector experienced a revenue decline of 30.71% to CNY 16.70 million due to market saturation and increased competition [13] Strategic Focus - The company aims to enhance its core competitiveness through continuous R&D investment and innovation in semiconductor testing equipment [4] - It is also focusing on expanding its presence in the AR/VR market by developing comprehensive testing solutions [12]

Financial Performance - In 2024, the company achieved an operating revenue of 2.417 billion yuan, a year-on-year increase of 25.49% [1] - The net profit attributable to shareholders reached 1.049 billion yuan, a staggering year-on-year growth of 1,054.18% [1] - Excluding the impact of Huafang Group, the net profit was 1.039 billion yuan, with a year-on-year increase of 25.24% [1] - Operating cash inflow was 1.445 billion yuan, indicating strong revenue quality [1] - Total assets at the end of 2024 were 9.796 billion yuan, with a net asset attributable to shareholders of 8.112 billion yuan and a debt-to-asset ratio of 14.13% [1] Dividend Policy - The proposed dividend for 2024 is 2 yuan per share, totaling 525 million yuan, which accounts for 50.01% of the net profit [1] Project Performance - The Foshan project became profitable in its opening year, exceeding expectations [2][3] - The Xi'an project saw a revenue increase of 178% and turned a profit, with significant growth in visitor numbers [3] - The Shanghai project reopened additional spaces and introduced new interactive experiences, leading to a significant reduction in losses in 2024 [4] Market Trends - The Chinese cultural tourism industry is undergoing a historic strategic upgrade, with the goal of building a "tourism powerhouse" [2] - The company is adapting to market changes, focusing on product upgrades, visitor experience, and marketing strategies to ensure sustained growth [2] Challenges and Strategies - Older projects are facing market maturity, with some experiencing slight revenue declines, while others like Guilin and Jiuzhai are maintaining growth [5][6] - The company is enhancing its marketing strategies and product offerings to adapt to changing consumer behaviors and market conditions [8][12] - The company is also focusing on optimizing its operations in Sanya, which is recovering slowly due to market competition [6] Consumer Behavior - There is a noticeable shift towards a more diversified consumer base, with increasing demand for personalized and experiential offerings [12] - The company is observing a trend of rising online ticket sales, with a 35% year-on-year increase in e-commerce revenue [9] Future Outlook - The company plans to implement targeted marketing strategies and expand its project portfolio, balancing both light and heavy asset investments [15] - The focus will remain on enhancing the core performing arts business while exploring new project opportunities [15]

丽珠医药集团股份有限公司投资者关系活动记录表 编号：2025-06 | | 特定对象调研 □分析师会议 □媒体采访 √业绩说明会 | | --- | --- | | 投资者关系活动类 | | | | □新闻发布会 □路演活动 | | 别 | 现场参观 | | | 其他 | | 活动参与人员 | 丽珠集团——执行董事、总裁 唐阳刚； | | | 丽珠集团——副总裁、丽珠生物总经理 刘大平； | | | 丽珠集团——副总裁、财务负责人 司燕霞； | | | 丽珠集团——董事会秘书 刘宁； | | | 参会机构共 88 家，详见附件。 | | 时间 | 4 月 24 日 16:30-17:30 | | 地点 | 本公司会议室 | | 形式 | 线上接入 | | 交流内容及具体问 | 一、公司整体情况介绍 | | | 1.一季度经营情况：2025 年一季度公司实现销售 | | | 收入 31.81 亿，同比小幅下滑 1.92%，归母净利润 6.37 | | | 亿，同比增长 4.75%，扣非后归母净利润 6.19 亿，同 | | | 比增长 4.82%，保持利润持续增长趋势。从板块细分来 | | 答记录 | 看 ...

Financial Performance - In 2024, the company achieved a revenue of CNY 2.55 billion, a year-on-year increase of 2.6% [2] - The net profit attributable to shareholders reached CNY 787 million, up 9.8%, with net profit growth outpacing revenue growth by 1 percentage point [2] - The revenue from the salt lake lithium extraction project was CNY 720 million, accounting for 13.9% of total revenue, a significant decline compared to 81% in 2023 [2] - Excluding the salt lake lithium project, the core business revenue was CNY 2.46 billion, a 25% increase, representing 96.1% of total revenue [2] - The operating cash flow for 2024 was CNY 730 million, reflecting a 9.3% year-on-year growth [2] Q1 2025 Performance - In Q1 2025, the company reported a revenue of CNY 577 million, a decrease of 8% year-on-year [3] - The net profit attributable to shareholders for Q1 2025 was CNY 193 million, a 14% increase [3] - Excluding the salt lake lithium project, core business revenue in Q1 2025 was CNY 577 million, showing a 9% year-on-year growth [3] Project Developments - The Zhecha project in Tibet is expected to complete its first 3,300-ton lithium hydroxide production line, overcoming significant challenges [4] - The project aims to utilize a "zero-carbon" process powered by renewable energy, which is anticipated to contribute to new performance increments for the company [4] Business Segments - The life sciences segment's sales revenue for 2024 was CNY 568 million, a 28% increase, driven by the demand for GLP-1 peptide drugs [5] - The water treatment and ultra-purification segment achieved sales revenue of CNY 688 million in 2024, a 34% increase, with significant market penetration in high-end drinking water [8] - The company has established long-term contracts with major clients in the ultra-pure water sector, enhancing its market position [8] Future Outlook - The company plans to maintain a dual increase in production and sales of adsorbent materials, targeting a total production of 65,700 tons in 2024, a 33.4% increase [9] - A proposal to invest in a high-end materials manufacturing park with a capacity of 20,000 tons has been approved, aimed at meeting high-value market demands [9]