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硕贝德(300322) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:50
Group 1: Business Capacity and Growth - The current antenna production capacity is not expected to become a bottleneck for business development, with future growth anticipated in phased array antennas for fields such as millimeter-wave communication and automotive radar [2] - The utilization rate of the wire harness production capacity is currently at a high level, with expectations for continued growth in the future [3] - The company is actively expanding its international market presence while consolidating and expanding its domestic customer base [3] Group 2: Product Development and Market Trends - The company has ongoing collaborations with North American clients, including the supply of products related to AI glasses [3] - In the AI infrastructure sector, the company offers products such as thermal management solutions, antennas, and harnesses for smart vehicles and wearables [3] - The company is optimistic about the liquid cooling industry, focusing on technological innovation and expanding order volumes to improve profit margins [4] Group 3: Financial Performance and Shareholder Engagement - The company is currently in a positive growth trend, with expectations for revenue growth in the current year [3] - The company plans to repurchase shares, with a budget of 10 million yuan, and can complete the buyback within 2-3 days due to the small number of shares involved [4] - The number of shareholders as of September 10, 2025, is not disclosed, and inquiries for specific shareholder data require verification [3]
鹏辉能源(300438) - 300438鹏辉能源投资者关系管理信息20250919
2025-09-19 11:42
证券代码: 300438 证券简称:鹏辉能源 280Wh/Kg 提升至 320Wh/Kg,新一代固态电池中固态电解质层自 动适应活性材料体积的变化,不需要加压模组,固态电池性能更 稳定。当前在按计划推进固态电池中试线建设。感谢您的关注! 3、公司固态电池进展情况,以及是否有应用在机器人的电 池推出市场? 答:您好!公司固态电池中试线正在建设,建成后将尽快进 行中试生产。有机器人生产企业向公司提出过固态电池意向需 求,未来不排除研制相应产品以满足客户需求。感谢您的关注! 4、请问固态电池中试产线月底建成后多久开始试产?目前 有意向或者送样客户了吗? 答:您好!公司固态电池中试线建成后将尽快进行中试生产。 有不少意向客户,暂未到提供样品的阶段。感谢您的关注! 广州鹏辉能源科技股份有限公司 投资者关系活动记录表 编号:PH20250919 | 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 (2025 广东辖区上市公司投资者关系管理月活动投资者 √ ...
兴蓉环境(000598) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:34
Group 1: Project Progress - The Chengdu Water Supply Plant Phase III has entered trial operation with a remaining capacity of 400,000 tons/day [2] - Several projects, including the Chengdu Sixth Reclaimed Water Plant Phase II and the Chengdu Central Urban Kitchen Waste Treatment Project Phase III, are progressing and expected to be operational within 1-2 years [2] Group 2: Accounts Receivable - The company's accounts receivable have increased due to expanded business scale and market development efforts [2][3] - The company actively collects receivables in line with local payment policies [3] Group 3: Market Value Management - The company emphasizes market value management to enhance intrinsic value and improve operational efficiency [4] - Continuous strategic layout and market feedback are integral to the company's value growth [4] Group 4: Cost Reduction and Efficiency Improvement - The company implements refined management and innovation to reduce costs and improve efficiency [5] - Establishment of a smart cloud control center and five operational centers enhances management quality and efficiency [5] Group 5: Future Capital Expenditure and Dividends - Significant capital expenditure is expected due to multiple ongoing projects, with a gradual decrease anticipated as projects become operational [6] - The company aims to increase dividend levels as free cash flow improves following project completions [6]
泰恩康(301263) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:30
Group 1: Clinical Trials and Research Progress - The company is actively promoting the CKBA clinical trial for vitiligo, aiming to start by the end of 2025 [2] - The IIT study for vitiligo in children aged 2-12 is progressing, with data expected in Q4 of this year [2] - The company plans to initiate clinical trials for CKBA in treating rosacea once the II/III phase trial approval is obtained [3] Group 2: Financial Performance and Dividends - The company has maintained a stable cash dividend ratio, proposing a dividend of 2 CNY per 10 shares for the 2024 fiscal year [4] - Recent increases in R&D investment and declining sales in men's health products have led to short-term performance pressure [5] - The company is focusing on launching high-potential generic drugs to create new profit growth points [5] Group 3: Employee Stock Plan and Disclosure - The employee stock plan will disclose purchase details monthly for six months after approval at the shareholders' meeting [5] - The company is committed to adhering to disclosure regulations regarding the employee stock plan [5] - No undisclosed significant information was revealed during the earnings presentation [6]
汤臣倍健(300146) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:30
证券代码:300146 证券简称:汤臣倍健 汤臣倍健股份有限公司 投资者关系活动记录表 编号:2025-010 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 2025 广东辖区上市公司投资者网上集体接待日暨中报业绩说明会 活动 参与单位名称及 人员姓名 通过网络平台参加公司 2025 年投资者网上集体接待日暨中报业绩说明会 活动的投资者 时间 2025 年 9 月 19 日 15:30-17:00 地点 广东省广州市黄埔区鱼珠街道黄埔大道东 916 号 上市公司接待人 员姓名 公司董事会秘书唐金银女士 投资者关系活动 主要内容介绍 会议采取互动问答形式,主要沟通内容如下: Q:请问,接下来汤臣倍健有没有新品发布计划?今年三季度各产品线有没 有销售亮点?——可不可以具体介绍一下?接下来对四季度及 2026 年一 季度营销铺排有没有新增安排? 公司旗下各品牌会根据市场需求、技术创新等适时推出新品,并在营销 资源上有针对性地匹配投入,进一步扩大新品铺货率。今年公司各主要品牌 均有新品推出,其中通过技术创新实现维矿分层技术,有效提升营养成分的 ...
唯万密封(301161) - 投资者关系活动记录表
2025-09-19 11:28
Group 1: Company Performance and Market Position - The company has seen steady growth in revenue across its main business sectors in the first half of 2025, with the engineering machinery sector remaining the largest contributor [4] - Significant revenue growth has been noted in the oil and gas, general machinery, and industrial automation sectors, indicating a positive trend in market expansion [4] - The company is actively working on domestic substitution in various industries, with specific progress being made in engineering machinery and other sectors [3] Group 2: Product Development and Innovation - The company is focusing on the localization rate of high-end materials, particularly in the high-performance PPDI new material system used in excavators and breakers [2] - Collaboration with leading clients in the robotics sealing sector is ongoing, with the company developing technical solutions and optimizing product forms [5] - The company is committed to deepening partnerships with core clients to enhance technology standards and product solutions in the robotics industry [5] Group 3: Customer Concentration and Revenue Stability - The company has observed changes in customer concentration over recent years, which has positively impacted revenue stability [4] - Continuous collaboration with core customers and the advancement of domestic production processes are expected to further stabilize revenue streams [4]
华菱线缆(001208) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:20
Group 1: Company Operations and Production - The Shaanxi Shenmu base is planned to have a production capacity of 600-1,000 million, and preparations for talent recruitment and training are currently underway [2] - The company's special cables can be applied to humanoid robots and industrial robots, with products already supplied to relevant enterprises [2] Group 2: Business Expansion and Market Presence - The company has operations in Xinjiang, covering multiple sectors, although the specific percentage of business in this region was not disclosed [2] - Recently, the company won a bid for a project with the China Institute of Atomic Energy, focusing on the supply of special cables for nuclear reactors, and is actively working on delivery [3] Group 3: Financial and Investment Activities - The implementation stage of the private placement has been reached, with announcements to be disclosed on the company's official channels [3]
长缆科技(002879) - 002879长缆科技投资者关系管理信息20250919
2025-09-19 11:16
长缆科技集团股份有限公司 证券代码:002879 证券简称:长缆科技 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 2025 年湖南辖区上市公司投资者网上集体接待日暨 半年度业绩说明会活动 公司接待人员姓名 黄平 (董事、董事会秘书、财务负责人) 尚丹妮(IR) 参与单位名称及 人员姓名 线上参与"2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动"的投资者 时间 2025 年 9 月 19 日 14:00-17:00 地点 全景网"投资者关系互动平台"(https://ir.p5w.net) 形式 网络远程 交流内容及具体问答 记录 1、定增什么时候落地定增价格是多少 公司严格按照深交所上市规则等有关规定履行信息披露 义务,请您及时关注公司相关公告。 2、长缆科技是否有做市值管理?是否有做国产替代的电缆接 头? 公司市值受公司基本面、宏观经济形势、证券市场活跃度、 国际形势等多个因素的影响。未来,公司将继续专心经营主业, 以良好的经营业绩,回报广大投资者。公司目前在高压、超高 压电缆附件 ...
中荣股份(301223) - 301223中荣股份投资者关系管理信息20250919
2025-09-19 11:16
中荣印刷集团股份有限公司 证券代码:301223 证券简称:中荣股份 编号:2025-002 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系 | √业绩说明会 | □媒体采访 | | 活动类别 | □路演活动 | □新闻发布会 | | | □其他(请文字说明其他活动内容) | □现场参观 | | 参与单位名称 | 投资者网上提问 | | | 及人员姓名 | | | | 时间 | 月 日(星期五)下午 9 19 15:30-17:00 | 年 2025 | | 地点/形式 | 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 | 董事长兼总经理黄焕然先生、董事会秘书陈彬海先生、 | | | 人员姓名 | 财务负责人赵琪先生 | | | | 投资者提出的问题及公司回复情况: | | | | 1、未来公司业绩的主要拉动点来自于哪里?通过什么吸引新客 | | | | | 户? | | | 回复:公司将努力保持在日化、食品及保健品、消费电子等细分 | | | | ...
岭南控股(000524) - 2025年9月19日投资者关系活动记录表
2025-09-19 11:14
Group 1: Company Strategy and Innovations - The company is embracing technological changes by integrating "smart + cultural tourism" strategies, collaborating with Xiaoma Zhixing to enhance tourist experiences through service robots [2] - A strategic cooperation agreement was signed in the first half of 2025 to launch automated travel routes in Nansha, leveraging advanced autonomous driving technology [2] Group 2: Investor Relations and Communication - The company is committed to enhancing its competitiveness and profitability, aiming to provide stable and sustainable returns to shareholders through diversified communication platforms [3] - Various channels such as online performance briefings, investor hotlines, and interactive platforms are utilized to engage with investors [3] Group 3: Shareholder Actions and Market Management - Guangzhou Industrial Investment Holding Group, a major shareholder with over 5% stake, is subject to legal disclosure obligations regarding any shareholding changes [4][6] - The recent share reduction by the major shareholder was attributed to personal funding needs, not a lack of confidence in the company's future [6] Group 4: Business Development and Market Integration - The company is exploring new business models by integrating tourism with sports and other sectors, aiming to stimulate local cultural and economic growth [5][6] - The company is focused on leveraging its full industry chain advantages to enhance consumer engagement in cultural tourism [5]