Group 1: Company Performance - The company's 2024 revenue reached 2 billion CNY, with a net profit of 6.4 million CNY [7] - The profit decline is attributed to intensified market competition and strategic project involvement, leading to compressed profit margins [5] - The company plans to enhance market share and optimize management processes to achieve performance growth in 2025 [4] Group 2: Research and Development Focus - Current R&D efforts are concentrated on upgrading existing products and developing new product lines, particularly in the tobacco industry [3] - The company is advancing into new sectors, such as renewable energy and semiconductors, with a focus on automation in battery production [3] - Continuous investment in R&D is aimed at maintaining technological leadership and developing proprietary solutions [4] Group 3: International Market Strategy - The company is actively pursuing internationalization in response to the "Belt and Road" initiative, establishing capabilities for overseas market expansion [2] - The impact of U.S. tariffs on exports is minimal due to a stable supply chain, with only a small portion of components sourced from North America [5] Group 4: Operational Challenges and Strategies - The company faces challenges in cost control when entering new industries, which can lead to low project gross margins [5] - To improve profitability, the company is implementing reforms to enhance operational efficiency and establish a clear organizational structure [6] - The company is focusing on smart manufacturing upgrades to mitigate cyclical risks in traditional sectors like tobacco and liquor [8]

证券代码：301396 证券简称：宏景科技 宏景科技股份有限公司投资者关系活动记录表 编号：2025-004 | | □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） | | 参与单位名称 | 投资者网上提问 | | 时间 | 年 月 2025 5 9 日（周五）15:00-16:30 | | 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 | | | 董事长 欧阳华 1、 | | 上市公司接待人 | 2、 独立董事 李敏才 | | 员姓名 | 副总经理、财务总监 夏明 3、 | | | 4、 董事会秘书 张铁舰 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、公司本期盈利水平如何？ | | | 尊敬的投资者，您好！2024 年度，公司实现营业收入 6.58 | | 投资者关系活动 | 亿 ...

Financial Performance - In 2024, the company achieved a revenue of approximately CNY 3.399 billion, a year-on-year increase of 9.43% [4] - The net profit attributable to shareholders was approximately CNY 161 million, a slight decrease of 1.64% year-on-year [4] - The net profit after deducting non-recurring gains and losses was approximately CNY 85.84 million, an increase of 53.02% year-on-year [4] Business Segments Revenue - The main business revenue for 2024 was CNY 3.362 billion, a growth of 9.71% compared to the previous year [4] - Financial technology business revenue: CNY 1.827 billion, up 7.09% [4] - Intelligent IoT business revenue: CNY 1.066 billion, up 17.13% [4] - Smart energy information business revenue: CNY 387 million, up 12.80% [4] R&D Investment - From 2022 to 2024, the average annual R&D investment exceeded CNY 350 million, accounting for over 10% of revenue [7] - The focus of R&D is on open-source Harmony, openEuler, and AI technologies [7] Strategic Partnerships and Innovations - The company collaborates with Alibaba Cloud in financial digital transformation projects, leveraging its solutions and technology capabilities [3] - The intelligent IoT business has seen a growth of 17.13% in 2024, with a focus on balancing R&D investment and market expansion [3] Future Business Directions - In 2024, the revenue from innovative businesses based on open-source Harmony, openEuler, and AI solutions was approximately CNY 681 million, a growth of 41.52%, accounting for 20.03% of total revenue [14] - The company plans to focus on innovation in open-source Harmony, openEuler, enterprise-level AI solutions, and the Star Flash technology in 2025 [9] Market Position and Recognition - The company serves over 260 financial institutions, including major state-owned and joint-stock banks, and has been recognized in the IDC Global Financial Technology Top 100 for four consecutive years [8] - The company has received multiple honors for its contributions to the open-source community and its innovative AI applications [18] Chip Technology and Solutions - The company provides comprehensive chip-level solutions, including design, hardware, and software capabilities, to enhance market position [15] - The Star Flash technology is being commercialized across various industries, including power, coal, education, and manufacturing [16] Accounts Receivable Management - The company is implementing strict credit approval and collection mechanisms to accelerate accounts receivable recovery [23]

证券代码：300784 证券简称：利安科技 宁波利安科技股份有限公司投资者关系活动记录表 编号：20250509 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 参会单位名称及人 员姓名 投资者网上提问 时间 2025 年 5 月 9 日 15:30-17:00 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 上市公司接待人员 1、董事长：李士峰先生 2、董事、总经理：邱翌女士 3、董事、董事会秘书、副总经理：陈军先生 4、独立董事：高金波先生 5、财务总监：叶奇山先生 6、保荐代表人：罗云翔先生 投资者关系活动主 要内容介绍 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、领导，您好！我来自四川大决策 麻烦介绍一下公司"宁波利安科技股份有 限公司消费电子注塑件扩产项目"和"宁波利安科技股份有限公司滨海项目"的进 展情况？ 答：感谢您对公司的关注！"宁波利安科技股份有限公司消费电子注塑件扩产 项目"和"宁波利安科技股份有限公司滨海 ...

Financial Performance - In 2024, the company achieved a revenue of CNY 1.32 billion, a year-on-year increase of 28.64%, and a net profit of CNY 106 million, up 132.90% [2] - In Q1 2025, the company reported a revenue of CNY 340.73 million, a 15.18% increase year-on-year, and a net profit of CNY 30.61 million, growing by 51.88% [2] Business Strategy - The company has established a "1+2+N" diversified business layout, focusing on core areas: 1) Consumer electronics (mobile phones, tablets, laptops), 2) Rapidly growing automotive display business, and 3) New potential growth areas such as AR/VR displays and precision components [3][10] - The automotive display sector is expected to grow significantly due to the increasing demand for new display technologies like Mini-LED [6][10] Research and Development - The company has applied for a total of 543 patents, including 155 invention patents, with 417 granted [5] - Ongoing R&D projects include innovations in Mini-LED technology for automotive and VR applications, as well as advancements in LIPO technology for OLED displays [4][8] Market Demand - The recovery of the macro economy and consumer demand is positively impacting the consumer electronics sector, with steady growth in revenue from mobile phones, tablets, and laptops [6] - The growth of the electric vehicle market is driving demand for automotive displays, with the company positioned as a leader in Mini-LED technology [6][10] ESG Initiatives - The company is committed to integrating ESG principles into its development strategy, focusing on sustainable practices and social responsibility [9] Stock Performance and Investor Relations - The company has implemented stock buyback plans and employee stock ownership programs to enhance shareholder value [13] - The management acknowledges the volatility in stock prices and emphasizes ongoing communication with investors to improve value perception [13]

证券代码：300337 证券简称：银邦股份 银邦金属复合材料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 参与单位名称 及人员姓名 全体投资者 时间 2025 年 5 月 9 日 15:00—17:00 地点 全景网路演平台 上市公司接待 人员姓名 董事长兼总经理：沈健生 独立董事：许春亮 董事、副总经理：李如亮 董事、财务总监：王洁 董事会秘书：顾一鸣 证券事务代表：曾曙轩 投资者关系活 动主要内容介 绍 银邦股份 2024 年年度业绩网上说明会 提问及回答： 1、请问贵公司的淮北项目，投产了没有？主要为哪些企业配 套？有没有配套周边大企业的计划？ 回答：您好，公司年产 35 万吨新能源用再生低碳铝热传输材 投资者关系活动记录表 料项目（一期）截止到 2024 年底，完成累计投资 13.7 亿元， 成功实现主体厂房全面建成，总建筑面积达 14 万平方米。 在设备安装与调试方面：熔炼铸造、加热热轧、退火、冷轧、 精整分切等核心生产设备已全部安装完成，并顺利进入试运 行阶段。生产经营模式和无锡工厂 ...

Group 1: Company Performance and Financials - The company reported a net cash flow from operating activities of 98.67 million in 2024, despite a decline in revenue and impairment losses leading to a reported loss [8] - As of the end of 2024, the company's cash reserves amounted to 624 million [8] - The average annual investment scale in oil and gas exploration and development reached 354.3 billion since the "14th Five-Year Plan," representing an increase of over 35% compared to the "13th Five-Year Plan" [6] Group 2: Strategic Direction and Growth Plans - The company aims to enhance operational efficiency by focusing on core business and optimizing resource allocation, while also exploring external mergers and acquisitions for a second growth curve [4] - The company is committed to maintaining a strict financial and fund management system to ensure the safety and efficiency of fund usage [4] - Future performance drivers include global oil and gas development investments, industry competition dynamics, and product market demand [8] Group 3: Market Position and Industry Outlook - The company operates in the oil and gas equipment and services sector, which is closely tied to global economic fluctuations, international trade policies, and energy market demands [5] - The domestic oil and gas exploration and development sector continues to progress steadily under the support of national energy security strategies [5] - The company has established an international marketing network covering multiple regions, including the Middle East, North Africa, and North America, with a focus on maintaining market share and cautious expansion [8]

| 股票简称：锦浪科技 | 证券代码：300763 | | 记录表编号：2025-002 | | --- | --- | --- | --- | | 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： | | | 单位名称 | 线上参与公司 | 2024 | 年度网上业绩说明会的投资 | | | 者 | | | | 时间 | 年 月 2025 05 | 日 09 | 15：30-16：30 | | 地点 | | 价值在线（https://www.ir-online.cn/）网络互动 | | | 公司接待人员姓名 | 董事长：王一鸣 | | | | | 董事会秘书：张婵 | | | | | 财务总监：郭俊强 | | | | | 独立董事：楼红英 | | | | | 保荐代表人：廖翔 | | | | 投资者关系活动主要内容介绍 | 详见会议纪要 | | | | 关于本次活动是否涉及应披露 | 否 | | | | 的重大信息 | | | | | 日期 | 年 月 2025 05 ...

Financial Performance - In 2024, the company's total revenue reached 154,465.51 million yuan, a year-on-year increase of 12.17% [2] - The net profit attributable to shareholders was 3,158.45 million yuan, representing a significant growth of 168.76% compared to the previous reporting period [2] - The gross margin improved significantly in 2024 due to enhanced product value and optimized business operations [2] Product Sales Breakdown - LED products generated sales of 135,762.27 million yuan, up 11.08% year-on-year, accounting for 90.96% of main business revenue, with a gross margin of 23.26% [3] - Electronic paper products achieved sales of 13,489.21 million yuan, a remarkable increase of 75.87%, making up 9.04% of main business revenue, with a gross margin of 10.44% [3] Future Growth Opportunities - The Mini LED market is expanding rapidly, with significant sales and gross margin improvements due to optimized technology and supply chains [3] - The company is actively developing car LED products, enhancing its market share by expanding its customer base and improving product offerings [3] - New applications for electronic paper technology are being explored, with products being used in various fields such as electronic labels and advertising displays [3] R&D Investments - In 2024, the company invested 96,080,031.41 yuan in R&D, which is 6.22% of its sales revenue [6] - The company holds 322 valid patents, including 48 invention patents and 233 utility model patents, indicating a strong commitment to innovation [6] Industry Outlook - The optical and optoelectronic industry is poised for unprecedented growth due to rising demand for high-quality lighting and display products driven by emerging technologies [6] - The company aims to enhance its market position by increasing R&D investments and focusing on innovative product development [6] Q1 2025 Performance - In Q1 2025, the company reported revenue of 384,844,123.24 yuan, a 16.90% increase from the previous year [7] - The net profit attributable to shareholders, excluding non-recurring items, was 16,057,237.43 yuan, reflecting an increase of 181.58% year-on-year [7]

Group 1: Business Performance - The revenue growth in Q1 2025 was driven by the panoramic/sport camera business and new business segments, while other businesses also showed good growth [1] - The gross margin in Q1 2025 decreased primarily due to lower margins in camera modules, with high chip costs and unsatisfactory yield rates for new products [1] - The company aims to improve overall gross margin by enhancing product yield rates [2] Group 2: Client and Market Insights - Major clients for the smart automotive products include Tier 1 manufacturers such as Desay SV, Baolong Technology, and Haon Technology, with end customers like Chery, Geely, and Xpeng [1] - The company has established a stable partnership with Ying Shi Innovation since 2015, with a strategic cooperation agreement signed in 2022 to deepen collaboration [2] - The impact of U.S. tariff policies on the smart home business is limited, as products are primarily sold to designated manufacturers in Southeast Asia [2] Group 3: Market Outlook - The global smart home market is projected to reach $231.6 billion by 2028, with a compound annual growth rate (CAGR) of 10.69% from 2024 to 2028 [3] - The company views the smart home business as one of its three core areas and plans to increase market share [2] Group 4: Product Development - AI glasses lenses are characterized by lightweight, miniaturization, and wide-angle features, with some R&D projects entering the product validation stage [3] - The company is expanding into the robotics field, with products applicable in machine vision, and some projects have entered the small batch production phase [4] Group 5: Future Strategy - The company will implement a "3+N" product strategy to enhance market share in smart automotive, smart home, and panoramic/sport camera sectors, while also expanding into emerging fields like AI hardware, machine vision, industrial inspection, and healthcare [4]