Group 1: Business Overview and Product Applications - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271°C to 200°C [3] - Products are widely used in various industries such as food processing, cold chain logistics, industrial refrigeration, commercial air conditioning, and energy recovery systems [3] - The company has developed innovative technologies for nuclear power applications, including cooling systems and heat recovery solutions, supporting multiple nuclear power stations in China [6][7] Group 2: Data Center and Cooling Systems - The company’s subsidiary, Dunham-Bush, provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems, with successful projects in both domestic and international markets [4] - The proportion of centrifugal chillers, especially magnetic levitation types, is increasing in the IDC market, while the proportion of screw chillers is decreasing [6] - The company has established a global after-sales service system supported by overseas manufacturing bases [6] Group 3: Heat Recovery and Energy Management - The company’s heat management segment focuses on industrial heat pumps and has been recognized as a national-level specialized "little giant" enterprise, with 96 patents and 33 software copyrights [8] - The company’s technologies for waste heat recovery and high-temperature heat pumps are aligned with national carbon neutrality policies, providing long-term demand certainty [10] - The company’s absorption heat exchangers and other technologies have received multiple national awards and recognitions for their energy-saving capabilities [9] Group 4: Aerospace and Fusion Energy Applications - The company produces liquefaction units for aerospace fuels, including hydrogen and methane, and has developed a helium gas compressor for superconducting magnet cooling systems used in controlled nuclear fusion [11][12] - The helium gas compressor is recognized as a significant technological equipment project by the National Energy Administration, supporting major scientific research projects [11] Group 5: Financial Projections and Market Demand - The joint venture with Yantai Modern Ice Wheel Heavy Industry is projected to generate revenues of over 700 million in 2024 and approximately 1 billion in 2025, driven by strong market demand [7]

Company Overview - The company, Yinchuan Weili Transmission Technology Co., Ltd., focuses on the development and production of gearboxes, particularly wind power gearboxes, and has a significant growth trajectory [1]. Cost Optimization Strategies - **Technical Optimization**: Increased R&D investment to enhance product design, reducing material costs while maintaining output power and torque [2]. - **Smart Manufacturing**: The smart factory is in the ramp-up phase, aiming for a capacity of 1,500 units, which will lower production time and labor costs through automation and information management [2]. - **Supply Chain Efficiency**: Established a supplier evaluation system to ensure quality and cost-effectiveness, focusing on high-margin in-house production and low-margin outsourcing [2]. - **Operational Synergy**: Improved internal management to reduce order response times and expand market reach, which will lower unit operational costs as sales increase [2]. Employee Recruitment and Impact on Profitability - The company is proactively hiring for its smart factory, which may increase short-term costs but is expected to drive capacity and revenue growth in the long term [3]. Quality Control Measures - A dedicated quality assurance center has been established, implementing comprehensive quality management throughout the production cycle, including adherence to ISO9001 and IATF16949 standards [4]. Competitive Advantage from Smart Factory - The smart factory will enhance competitiveness by addressing market demands for larger and smarter wind turbines, improving production efficiency, and increasing revenue potential [4][5]. - Expected annual revenue increase in the hundreds of millions following the release of new production capacity, alongside improved financial metrics such as liquidity ratios [5]. Financing Progress - The company plans to raise up to 600 million CNY through a targeted A-share issuance to fund the smart factory and enhance working capital [5].

投资者关系活动记录表 证券代码：300969 证券简称：恒帅股份 宁波恒帅股份有限公司 编号：2026-003 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（电话会议） 参与单位名称及人 员姓名 中信证券：李景涛、陈彦龙；民生加银：董士萱、刘霄汉 时间 2026 年 1 月 26 日 地点 公司会议室 上市公司接待人员 姓名 董事会秘书：廖维明 投资者关系活动主 要内容介绍 公司业务及经营情况交流 问题一：简单介绍下公司从汽车拓展到机器人领域的开拓情况 及进展情况？ 答：公司深耕汽车产业多年，不仅与核心客户构建了稳固且 良好的合作关系，在电机技术领域亦积淀了深厚实力，相关产 品在汽车客户中已树立良好口碑，加之汽车和人形机器人在产 业上高度重合，这些都为公司向机器人领域延伸奠定了坚实基 础，推动业务开拓工作进展顺利。 从技术层面而言，公司当前的电机产品在各项核心技术指标上 | 均已满足机器人客户的要求，为业务的进一步拓展提供了有力 | | --- | | 支撑。机器人产业存在巨大的发展机遇，该领域的拓展有望成 | | 为公司未来第三大增 ...

Group 1: Company Overview and Activities - The investor relations activity included a visit to the company's laboratory, product exhibition hall, and selection center [2] - The meeting featured a Q&A session addressing various topics related to the company's operations and market strategies [2] Group 2: Applications in New Energy Vehicles - The company has developed removable pressure-sensitive adhesives combined with mushroom fasteners for applications in new energy vehicle interior assembly, dashboard, and various interior components [2][3] - Anti-puncture protective materials are designed to safeguard battery packs in new energy vehicles, reducing the risk of safety incidents during collisions [3] - Multi-functional coating materials enhance the scratch resistance of vehicle paint, minimizing damage during regular use and transport [3] Group 3: Financial Performance and Growth Strategy - In the first three quarters of 2025, the company experienced revenue growth but a decline in profits due to external pressures and increased R&D investments [3] - The company aims for a revenue growth rate of no less than 20% and a net profit growth rate of no less than 25% by 2026, with emerging business revenue targeted at no less than 210 million yuan [3][4] - The growth strategy focuses on channel upgrades, business expansion, and exploring new markets, particularly in the B-end sector [3][4] Group 4: B-end Business Development - The company is leveraging its material technology to expand into diverse application scenarios, including functional adhesives and TPE materials, which have gained trust from industrial clients [3] - The company is actively developing coating materials for anti-icing and scratch resistance applications [4] - Future plans include deepening collaborations with industrial clients to enhance product performance [4] Group 5: Future Business Development Plans - The company plans to maintain steady growth in the C-end market while aggressively expanding B-end business, focusing on security, outdoor, flexible connections, and functional coatings [4]

证券代码：300218 证券简称：安利股份 | 材、沙发家居。但该排序为品类整体平均水平，若聚焦单一客 | | --- | | 户、单一产品，销售单价排序根据产品工艺复杂度、性能指标 | | 要求、合作体量等因素会有所变化，不能一概而论。 | | 3、公司第 4 期员工持股计划股份支付费用对业绩的影响？ | | 答：公司第 4 期员工持股计划产生的股份支付费用，于 2025 | | 年三、四季度计入相关成本费用，对公司经营业绩的影响体现 | | 在 2025 年。 | | 4、耐克 2026 年订单预期及合作进展？新兴运动品牌拓展 | | 情况？ | | 答：公司与耐克的合作态势持续向好，当前耐克给公司下 | | 达了一定的预告订单，但具体订单以最终实际生产情况为准。 | | 公司开发的创新材料获得耐克高度认可与青睐。自 2025 年 | | 升级为耐克战略合作伙伴后，公司的优势显现、机遇良好，努 | | 力扩大在耐克供应链体系中的总体占比。 | | 公司积极联系接洽 HOKA、昂跑等新兴品牌，相关工作正在 | | 积极推进中。 | | 5、公司消费电子品类 2024 年、2025 年销售情况？未来如 | | ...

编号：2026001 | | √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 | | 参与单位名称 | 华夏基金 张雪韬；中正投资 杨忠水；骏耀投资 张子钢、陈 | | 及人员姓名 | 帅君 | | 时间 | 2026 年 1 月 22 日；2026 年 1 月 23 日 | | 地点 | 公司全资子公司南通润邦重机有限公司 | | 上市公司 | 副总裁兼董事会秘书 谢贵兴；证券事务代表 刘聪；证券事务 | | 接待人员姓名 | 专员 窦晓林 2026 年 1 月 22 日和 2026 年 1 月 23 日，公司分别接待了华夏 | | | 基金、中正投资和骏耀投资等机构的基金经理、投资经理的来 | | | 访并与其进行了交流。主要沟通内容如下： | | | 1、问：自进入 2026 年以来，公司业务拓展情况如何？ 答：今年以来，公司在物料起重搬运装备业务领域持续取得积 | | | 极进展。公司已成功获取多份包括轮胎吊、门座式起重机、轨 | | 投资者关系活 | 道式龙门起 ...

答：二氧化碳聚醚是环氧丙烷与二氧化碳的共聚产物，不仅 具有低温柔顺性、耐水解性等优点，而且兼具聚碳酸酯的力学强 度、耐磨性、耐热性等特点，由其制备的聚氨酯材料具有优异的 抗氧化、耐磨、耐化学品、耐水解等性能；除此之外，二氧化碳 聚醚分子链上含有碳酸亚丙酯键，更容易被降解再生，由其制备 的聚氨酯制品更容易实现可持续循环再生，因此预计未来二氧化 碳聚醚在聚氨酯行业市场容量能够持续扩大。 证券代码：301518 证券简称：长华化学 长华化学科技股份有限公司 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 东吴证券股份有限公司 | 陈淑娴、周少玟 | | | 浙商基金管理有限公司 上海瓦洛兰投资管理有限公司 | 景徽 董骁 | | | 五地投资管理有限公司 | 成佩剑 | | 参与单位名称及 | 贵山基金管理有限公司 | 毛程霖 | | 人员姓名 | 基明资产管理（上海）有限公司 | ...

证券代码：300503 证券简称：昊志机电 广州市昊志机电股份有限公司投资者关系活动记录表 编号：2026-002 | | √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 电话会议 | | | 华富基金管理有限公司、招商基金管理有限公司、红土创新基金管理有限 | | | 单位 中航基金管理有限公司、博时基金管理有限公司、嘉实基金管理有限公司、 | | | 公司、万家基金管理有限公司、朱雀基金管理有限公司、兴银基金管理有 限责任公司、富安达基金管理有限公司、同泰基金管理有限公司、前海开 | | | 源基金管理有限公司、鹏华基金管理有限公司、长安基金管理有限公司、 | | | 汇添富基金管理股份有限公司、泰信基金管理有限公司、安信基金管理有 | | | 限责任公司、东兴基金管理有限公司、华商基金管理有限公司、深圳道朴 | | 参与单位名称 | 私募证券基金管理有限公司、上海歌汝私募基金管理有限公司、上海古曲 | | | 私募基金管理有限公司、上海钦沐资产管理合伙企业（有限合伙 ...

Group 1: Business Overview and Product Applications - The company provides advanced system solutions and lifecycle services in the energy and power sectors, focusing on compressors and heat exchange devices, covering a temperature range of -271°C to 200°C [3] - Products are widely used in various industries, including food processing, cold chain logistics, industrial refrigeration, commercial air conditioning, and energy recovery systems [3] - Key applications include data centers, nuclear power, and industrial heat management, with a focus on energy efficiency and carbon reduction technologies [3][10] Group 2: Data Center and Cooling Systems - The company’s subsidiaries supply cooling equipment for data centers, including Dunham-Bush, which has a 131-year history and offers advanced cooling solutions [4] - Notable products include variable frequency centrifugal chillers and integrated natural cooling systems, recognized in the national green data center technology catalog [4] - The market for data center cooling is robust, with successful projects in both domestic and international markets [4][6] Group 3: Nuclear Power Applications - The company focuses on cooling and heating solutions for nuclear power plants, developing technologies for safe and efficient operation [6][7] - Recent projects include cooling systems for various nuclear power stations across China, supporting the country's nuclear energy initiatives [6][7] Group 4: Heat Recovery and Energy Management - The company is committed to energy management through industrial heat pumps and waste heat recovery technologies, aligning with national carbon reduction policies [8][10] - The Beijing Huayuan Taima company has been recognized as a national-level "little giant" enterprise, holding numerous patents and awards for its innovative technologies [8][9] Group 5: Innovative Technologies and Future Prospects - The company has developed a helium gas compressor for low-temperature applications, contributing to significant scientific research projects [11] - Future projects include gas turbine waste heat cooling technologies, enhancing energy utilization efficiency [12]

Group 1: Company Overview - Chuangyuan Technology is involved in clean environmental solutions through its subsidiary Jiangsu Sujing, which offers products in four main categories: air purification systems, biological safety equipment, energy-saving environmental systems, and gas production and purification [2][3]. Group 2: Subsidiary Business Highlights - Jiangsu Sujing is a leading supplier in the clean environmental sector, with applications in emerging industries such as new information technology, energy conservation, biomedicine, new energy, and aerospace [2]. - Suzhou Electric Porcelain, a subsidiary, specializes in high-voltage porcelain insulators for ultra-high voltage transmission lines and has a strong R&D capability, contributing to national standards [3]. - Suzhou Bearings produces a variety of bearings used in automotive systems, industrial automation, and aerospace, among other fields [3]. Group 3: Export Business Performance - In 2024, the company's export revenue was CNY 675 million, accounting for 16.11% of total revenue, with Suzhou Bearings contributing CNY 311 million (46.09%) and Suzhou Electric Porcelain contributing CNY 172 million (25.40%) [5]. - For the first half of 2025, export revenue reached CNY 345 million, representing 16.58% of total revenue, with Suzhou Bearings at CNY 154 million (44.72%) and Suzhou Electric Porcelain at CNY 113 million (32.84%) [5]. Group 4: Compliance and Disclosure - The investor relations activity adhered to information disclosure regulations, ensuring that all communications were accurate, complete, and did not involve undisclosed significant information [6].