Group 1: Investor Relations Activities - The company held an annual performance briefing on May 8, 2025, via the "Investor Relations Interactive Platform" [3] - Attendees included the company's chairman, general manager, financial director, board secretary, and sponsor representative [3] Group 2: Stock Price and Market Performance - The company is focused on improving its operational performance to support stock price recovery, emphasizing the importance of fundamental improvements [4] - The company aims to maximize shareholder value and ensure satisfactory returns for investors [4] Group 3: Product Applications and Market Expansion - The company has existing collaborations in the automotive sector, primarily for in-car folding tables, with plans to expand into other applications like car refrigerators [4] - The company is actively seeking to acquire international server clients, building on its strong domestic customer base [5] Group 4: Financial Performance and Profitability - In Q1 2025, the company's net profit excluding non-recurring items grew faster than revenue, attributed to improved gross margins due to product updates and sales structure changes [5] - The company plans to enhance cost efficiency, optimize marketing, and strengthen brand development to improve market share and profitability [5] Group 5: Domestic Production and Market Trends - The push for domestic production in the server industry is expected to increase the demand for server sliding rails, with the company positioned as a qualified supplier for several manufacturers [6]

Group 1: Industry Overview - In 2024, China's new photovoltaic installed capacity reached 277.57 GW, a year-on-year increase of 28.3% [2] - Global photovoltaic installed capacity in 2024 is approximately 530 GW, with optimistic projections for 2025 suggesting a growth of 10%, estimating between 531 GW and 583 GW [2] Group 2: Environmental and Regulatory Compliance - The company has obtained pollution discharge permits and is committed to adjusting environmental investments based on business development and regulatory requirements [2] Group 3: Product Pricing and Profitability - The price of diamond wire products has significantly decreased in 2024 but has stabilized recently; measures to mitigate price decline include lean production, equipment upgrades, and enhanced R&D [3][4] - The company aims to transition from carbon steel diamond wire to tungsten wire, with tungsten wire revenue surpassing carbon steel in April and May 2025 [4] Group 4: Research and Development Focus - R&D investment in 2024 accounted for 7.71% of revenue, with plans for increased investment in 2025 to support product upgrades and new product commercialization [9][10] - The company is focusing on the development and promotion of wet electronic chemicals and AF materials in 2025, adapting R&D spending based on project progress and customer needs [5] Group 5: Market Expansion and Supply Chain Management - The company targets a market share of approximately 30% in the stone materials sector by 2025, actively pursuing sales growth in this area [8] - To ensure stable and secure raw material supply for high-purity quartz sand, the company is evaluating mining sources in Africa and Brazil and enhancing quality detection capabilities [8]

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 7, 2025, from 15:00 to 17:00 [3] - The event was conducted online via the Shanghai Securities News and China Securities Network [3] - Key participants included the Chairman and General Manager, CFO, and sponsoring representatives [4] Group 2: Sales and Production Capacity - The company reported a decline in sales revenue for 2024 and discussed strategies to absorb increased production capacity from the new factory [3] - Strategies to manage new capacity include developing new products for existing customers, increasing demand in the domestic special medical food sector, and expanding into overseas markets [4] Group 3: Research and Development Progress - The project on "Preparation Method and Industrialization Research of High Purity L-Leucine" is currently in the industrialization verification stage, with expected sales in the second half of the year [4] - The histidine project is also in the industrialization verification phase, with significant progress noted in the establishment of a production line [5] Group 4: Supplier Relations and Market Impact - The acquisition of Japan's Kyowa by Meihua Group may have implications for the supply of raw materials, but the company believes the impact will be minimal due to a sufficient supply of amino acid raw materials [5] - The company is focused on enhancing its technological innovation and overall strength to mitigate potential supply chain risks [5]

Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 60.91 million yuan, representing a year-on-year growth of 27.47% [4] - The net profit attributable to shareholders and net cash flow from operating activities also showed significant growth compared to the same period last year [4] Group 2: Strategic Development - The company is focusing on communication testing services in the low-altitude economy and satellite internet sectors as part of its "1+3" development strategy [5] - New products include the mmWave 5G integrated testing system and the Rainbow series for low-altitude signal monitoring, aimed at supporting the commercial development of the low-altitude economy [5] Group 3: R&D and Technological Advancements - The company is actively involved in 5G/6G and millimeter-wave communication testing technology research, with several national-level projects underway [6] - It has successfully applied for 13 major national projects in 2024, leading to breakthroughs in key technologies such as ultra-high-speed baseband signal processing [8] Group 4: Market Value Management - The company emphasizes the importance of market value management, with a dedicated office to oversee this function [9] - It aims to enhance governance, operational efficiency, and profitability while ensuring transparent communication with investors [10]

证券代码：837663 证券简称：明阳科技 公告编号：2025-041 明阳科技（苏州）股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 8 日 活动地点：公司通过全景网"投资者关系互动平台"（http://ir.p5w.net）采用 网络方式召开 2024 年年度业绩说明会。 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：公司董事长、总经理：王明祥先生；公司董事会秘书、 财务总监：郭成文先生；公司保荐代表人：张明先生、周祥先生。 三、 投资者关系活动主要内容 本次业绩说明会通过年报视频解读等形式对公司情况及 2024 年经营业绩情 况进行了介绍。同时，公司就投资者在本次说明会中的提问进行了回复，主要问 题及回复如下： 问题 2：请对 ...

Industry Outlook - The domestic robotics industry is in a rapid growth phase, with significant opportunities for development as robots integrate with AI and big data technologies [2][4] - Future trends include broader applications in sectors such as semiconductors, new energy, smart healthcare, smart education, finance, and national defense [3] Financial Performance - In 2024, the company achieved a record revenue of CNY 4.138 billion, a year-on-year increase of 4.33%, while the net profit attributable to shareholders was CNY -194 million, with a gross margin of 14.62%, up by 0.84% [4] - R&D investment for 2024 was CNY 301 million, reflecting a year-on-year growth of 3.6% [4] Strategic Initiatives - The company’s "3+3+N" strategy focuses on three core product areas (industrial, mobile, and special robots) and three application technologies (welding automation, assembly automation, and logistics automation), aiming to foster new business through strategic investments [5][6] - Plans to enhance technological innovation, profitability, market share, and operational efficiency in response to external market changes [4][15] Market Challenges - The company faces challenges from global trade disputes and fluctuating international political and economic conditions, with overseas business revenue accounting for approximately 12.25% in 2024 [8][9] - The slowdown in the growth rate of the Chinese industrial robot market has impacted the company's performance [12] Core Competencies - The company has completed over 800 national technology projects and holds more than 700 patents, establishing a strong foundation in core technologies such as industrial robot control and 3D vision [10] - A diverse product line covers a full range of industrial, mobile, and special robots, certified by ISO9001 quality management systems [10] Future Development Plans - The establishment of the Embodied Intelligence Research Institute aims to advance AI technologies and products, with a focus on creating a comprehensive ecosystem for development [14][15] - The company plans to enhance its overseas market presence, particularly in Southeast Asia, to mitigate regional risks and strengthen its competitive edge [9]

证券代码：002015 证券简称：协鑫能科 协鑫能源科技股份有限公司投资者关系活动记录表 编号：2025-002 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 √业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位 | 通过全景网"投资者关系互动平台（" http://rs.p5w.net）在线参与本次 2024 | | 名称及人 | | | | 年度暨 年第一季度业绩说明会的投资者 2025 | | 员姓名 | | | 时间 | 年 月 日 2025 5 9 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司 | 公司董事长朱钰峰，副董事长兼总裁费智，副总裁兼财务总监彭毅，董 | | 接待人员 | | | 姓名 | 事会秘书杨而立，独立董事罗正英 | | | 1、董事长好！协鑫能科作为能源数字化与清洁化转型的领军企业， | | | 与其他公司相比，公司的核心竞争力是什么？发展战略是什么？今年有 | | ...

Financial Performance - The net profit attributable to shareholders for 2024 was 52.2772 million yuan, while the net profit for the first quarter of 2025 was 38.3578 million yuan [2]. Business Strategy - The company will focus on its core businesses of smart manufacturing and smart information technology to achieve sustainable organic growth [3]. - In smart manufacturing, the company aims to optimize market layout and customer structure, expanding into non-home appliance sectors, particularly in the automotive electronics and new energy vehicle supply chain [3]. - The smart information technology sector will adopt a dual-driven model of "traditional business + emerging products," promoting its self-developed smart safety comprehensive control platform [3]. Industry Outlook - The company’s main products include smart controllers and smart information solutions, which enhance the intelligence and automation of various terminal products [3]. - The industry is experiencing technological iterations driven by the "dual carbon" strategy and the global trend towards smartization, presenting development opportunities for the company [3].

Financial Performance - In 2024, the company's operating revenue was 26.07 billion, a decrease of 50.74% year-on-year [15] - Net profit for 2024 was 2.018 billion, down 74.99% compared to the previous year [15] - The decline in performance is attributed to economic cycles, structural changes, industry adjustments, and increased vaccine hesitancy [15] Challenges and Responses - The company has faced significant operational difficulties since Q2 2023, with a notable drop in sales of core products like HPV vaccines [2][3] - Measures taken include enhancing communication with partners, adjusting promotional policies, and increasing public awareness of disease prevention [3] - As of Q1 2024, accounts receivable decreased to 14.6 billion, with ongoing efforts to manage aging receivables [4] Inventory and Debt Management - The increase in inventory is primarily due to reduced sales of key products, with a focus on managing raw materials and finished goods [6][7] - The company aims to reduce inventory risks through collaboration with partners and improving market promotion [7] - Short-term borrowings have increased to support normal operations, with a focus on debt structure optimization [7] Market and Value Management - The company has implemented a market value management system, with a planned cash dividend of 2.394 billion for 2024, including a mid-year dividend of 479 million [8] - Since its listing in 2010, the company has distributed over 7.318 billion in dividends and conducted multiple share buybacks [8] ESG and Sustainability Efforts - The company released its first sustainability report, highlighting its commitment to environmental, social, and governance (ESG) practices [10] - It has engaged in 12 public welfare projects, donating over 10.96 million in the past year [10] - The company received an AA rating in MSCI ESG ratings, showcasing its leadership in governance and social impact [11] Future Outlook and Strategic Initiatives - The company aims to transition into the therapeutic biopharmaceutical field, with a focus on metabolic diseases [13] - It has a robust pipeline of products, including several in clinical trials, to support future growth [13][15] - The vision is to become a world-class biopharmaceutical enterprise, leveraging innovation and market expansion [14]

编号：2025-01 | 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 | 线上参与博亚精工（300971）2024年度网上业绩说明会的全体投资 者 | | 时间 | 2025年05月09日 15:30-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长、总经理 李文喜 | | | 董事、财务总监 康晓莉 | | | 独立董事 董敏 | | | 董事会秘书 钟声 1.公司特种装备配套零部件业务营收下降明显，未来该业务板 | | | 块有哪些新的市场拓展计划和产品研发方向？ | | 投资者关系活动主要内容 | 答:您好！公司特种装备配套零部件业务受需求影响存在波 | | 介绍 | 动，目前市场需求回暖趋势明显，公司与核心客户建立了长期紧密 | | | 的合作关系，积极配合装备使用单位、主机厂推进新型装备配套项 ...