Group 1: Company Performance and Financials - The company's net profit for 2024 decreased significantly, with a decline of 102.25% to -2.8095 million yuan [4] - The main reasons for the profit drop include reduced revenue from traditional cable TV and broadband services, increased depreciation costs due to fixed asset growth, decreased government subsidies, and increased deferred tax expenses due to tax policy changes [1][4] - The company plans to achieve a net profit of 0 yuan in 2025, a reduction of 100% from the 2024 loss [4] Group 2: Business Strategy and Focus Areas - The company aims to transform into a leading smart broadcasting operator and smart city service provider, focusing on "new infrastructure, new government-enterprise, new business, and new culture" [3] - Key areas of focus include enhancing broadband services, integrating 5G and gigabit optical networks, and exploring diversified investments in sectors like artificial intelligence and cultural media [1][5] - The company is actively seeking to optimize its business structure and improve cost control to enhance profitability [5] Group 3: Market Position and Competition - The company faces intense competition in the cable and broadband sectors, with strategies to leverage broadband as a key growth driver and enhance product offerings [4] - The company reported a 11.82% decline in revenue for 2024, attributed to fluctuations in user numbers and a decrease in average revenue per user (ARPU) [5] - As of December 31, 2024, the company had 1.2775 million cable TV users, a 1.75% increase year-on-year, and 575,200 broadband users, a 2.53% increase [6]

证券代码：300129 泰胜风能集团股份有限公司-投资者关系活动记录 泰胜风能集团股份有限公司 投资者关系活动记录表 | 时间 | 地点 网络 2025 年 5 月 9 日 15:00 – 16:00 | | --- | --- | | 参与单位及 | 社会公众 | | 人员 | | | 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（投资者电话交流会） | | 接待人员 | 公司董事长黎伟涛先生、董事兼总裁邹涛先生、独立董事杨林武先生、首席财务官朱华先生、董 | | | 事会秘书李鎔伊女士 | | | 1、高管您好，能否请您介绍一下本期行业整体和行业内其他主要企业的业绩表现？谢谢。 | | | 公司的主要业务属于风电行业的风电装备制造及风力发电细分领域。GWEC《2025 全球风能 | | | 报告》显示，2024 年全球风电新增装机容量 | | | 见各上市公司披露的相关公告。谢谢关注。 | | | 2、高管您好，请问您如何看待行业未来的发展前景？谢谢。 | | | 年全球风电新增装机容量 具备持续稳健成长的特点。GWEC《2 ...

编号：2025-001 | 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 | 线上参与公司2024年年度网上业绩说明会的投资者 | | 时间 | 2025年05月09日 15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长、财务总监 季长彬 | | 上市公司接待人员姓名 | 总经理、董秘 姜大广 | | | 独立董事 李建军 1.尊敬的贵公司！你好！贵公司布局低空领域现在进展如何！ | | | 是否有借壳给多弗航空公司上市可能！谢谢 | | 投资者关系活动主要内容 | 答:尊敬的投资者:您好，2024年6月，公司全资子公司北京多 | | | 弗海龙飞控科技有限公司，从事航空运营支持服务等业务，目前已 | | 介绍 | 招聘到研发人员投入项目研发中。目前多弗航空不属于上市公司板 | | | 块，后续如果有注入上市公司，公司 ...

证券代码：001331 证券简称：胜通能源 胜通能源股份有限公司 2025年5月9日投资者关系活动记录表 编号：2025-001 公司密切跟踪国际市场和国内市场的动态，通过窗口 期协议，在现货资源具备价格优势时，采购现货资源平抑 资源采购单价，同时利用新加坡子公司对窗口期长协资源 价格进行套期保值，降低价格敞口风险；此外，公司利用 租赁 LNG 储气库实现液价的错峰调配等措施积极应对因 执行"进口 LNG 窗口一站通"5 年期长期协议给公司带来 的业绩波动风险。 2025 年是 5 年期长期协议的最后一年，公司将继续 采取上述措施严格控制价格风险；未来，公司将在深耕国 内 LNG 市场的基础上，继续积极对接上游国内和海外资 源，通过采购渠道的多元化降低采购成本，通过开展套期 保值业务进行价格风险管控，以此提升公司的盈利性和风 险防范能力。 | | 型新赛道，围绕企业健康可持续发展，按照多元化、一体 | | --- | --- | | | 化、智慧化和国际化发展思路，持续提升公司盈利能力和 | | | 抗风险能力。 | | 关于本次活动是否涉 | | | 及应披露重大信息的 否 | | | 说明 | | | 活 ...

广州市浩洋电子股份有限公司投资者关系活动记录表 2025-002 | 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 （请文字说明其他活动内容） | | □ | | 参与单位名称及 | 投资者网上提问 | | | | 人员姓名 | | | | | 时间 | 2025 年 5 月 9 日 (周五) 下午 15:00~17:00 | | | | 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 | 1、浩洋股份 董事长兼总经理蒋伟楷 | | | | 员姓名 | | 2、浩洋股份 财务总监许凯棋 | | | | 3、浩洋股份 董事会秘书劳杰伟 | | | | | 4、独立董事王艳 | | | | | 投资者提出的问题及公司回复情况 | | | | | 8.98 万台，产销率也 ...

成都利君实业股份有限公司 投资者关系活动记录表 编号：2025-01 | | □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 | | | | | □新闻发布会 □路演活动 | | | | 活动类别 | □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 | 通过全景网"投资者关系互动平台"网络远程参与公司 2024 | | 年年度业绩 | | | 说明会的投资者 | | | | 名 | | | | | 时间 | 2025 年 5 月 9 日 15:00—17:00 | | | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | | | 上 市 公 司 接 | | | 总经理、财务总监林麟先生，董事会秘书胡益俊先生，独立董事胡宁先生， | | 待人员姓名 | 证券事务代表高峰先生。 | | | | | 容如下： | | | | | 1、请问贵公司出口南亚国家的歼 10 战机有没有贵公司 ...

Financial Performance - In 2024, the company's net profit decreased significantly by 79.84% year-on-year, amounting to 13.65 million CNY, compared to 68 million CNY in 2023 [3][7] - The total operating revenue for 2024 was 652.61 million CNY, reflecting a decline of 7.36% compared to the previous year [3][7] - Major factors contributing to the profit decline include increased credit impairment losses of 50.77 million CNY and asset impairment losses of 10.68 million CNY [7] Market and Business Strategy - The company is focusing on digital transformation in the water industry, emphasizing the importance of technology innovation to enhance operational efficiency and reduce energy consumption [5][6] - Future business directions include urban renewal, integrated urban and rural water supply, and advanced water treatment solutions [5][6] - The company plans to leverage AI technology and national-level projects to drive industry development and expand its market presence [5][6] Industry Trends and Policies - The water industry is transitioning from an "incremental era" to a "quality era," with a focus on high-quality development and sustainable practices [8][9] - Recent government policies, including the "Beautiful China" initiative and the "2024-2025 Energy Conservation and Carbon Reduction Action Plan," are expected to create favorable market conditions for the company [8][9] - The company aims to capitalize on these policies to enhance its business expansion and technology application [9] Future Outlook - The company anticipates that the demand for infrastructure upgrades in the water sector will create significant market opportunities [9][10] - The digital transformation and smart water management solutions are expected to expand, driven by the dual carbon strategy [10] - The company is committed to maintaining a competitive edge through continuous technological advancements and strategic partnerships [10]

证券代码：300713 证券简称：英可瑞 编号：2025-001 深圳市英可瑞科技股份有限公司 投资者关系活动记录表 | 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（请文字说明其他活动内容） | | 参与单位名称及 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 人员姓名 | | | 时间 | 2025年05月09日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长 尹伟先生 董事兼总经理 王孟腾先生 | | 上市公司接待人 | 财务总监 孙晶女士 | | 员姓名 | 董事会秘书 邓琥先生 | | | 独立董事 净春梅女士 | | | 1.计划如何保持或提升盈利水平？25年能扭亏为盈吗？ | | | 答:投资者你好，感谢对公司的关注！2025年第一季度公司实现营业收入 | | 投资者关系活动 | 82,645,086.39元，比上年同期增长7 ...

编号：2025-001 | 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 □一对一沟通 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 通过深圳证券交易所"互动易"平台 | | | （http://irm.cninfo.com.cn）进入"云访谈"栏目参与 | | 及人员姓名 | 公司 2024 年度网络业绩说明会的投资者 | | 时间 | 2025 年 5 月 9 日（星期五）下午 15:00-16:00 | | 地点 | 互动易平台（http://irm.cninfo.com.cn） | | 上市公司接待人员 | 公司董事长程芳芳女士（代行董事会秘书职责），总经理、 | | | 财务负责人齐龙龙先生，独立董事宋岩涛先生，副总经理 | | | 宗冉先生，副总经理武景海先生 | | | 公司于 2025 年 5 月 9 日（周五）15:00-16:00 在互动 | | | 易平台（http://irm.cninfo.com.cn）举行 2024 ...

Group 1: Company Overview and Strategy - Huahong Technology has transformed from a manufacturer of recycling equipment to a resource operator in the circular economy sector, focusing on the dismantling of scrapped vehicles and recycling of various materials [2][3] - The company has established a circular economy industrial chain, with a significant focus on the recycling of waste steel, old magnetic materials, and rare earth recovery [2][3] Group 2: Financial Performance and Challenges - In 2024, the company reported a net profit loss of 356 million yuan, primarily due to a goodwill impairment provision of 334 million yuan related to the acquisition of Jiangsu Weierman [3][4] - Excluding the impact of the goodwill impairment, the company's operating performance showed a significant reduction in losses compared to 2023 [3][4] Group 3: Production Capacity and Market Position - The current production capacity for rare earth magnetic materials is 15,000 tons per year, with a rare earth oxide production capacity of 12,000 tons per year, positioning the company as a leader in the industry [3][4] - Sales from the rare earth resource utilization and magnetic materials segments account for over 60% of the company's total sales, indicating their critical role in revenue generation [3][4] Group 4: Future Outlook and Industry Trends - The company plans to enhance its gross margin through technological innovation, cost reduction, and production efficiency improvements [3][4] - The demand for rare earth products is expected to grow due to the rapid development of industries such as electric vehicles, industrial automation, and energy-efficient appliances [3][4] Group 5: Regulatory Environment and Compliance - The company does not engage in the export of rare earth technology, which is subject to strict regulations, and primarily sells its rare earth oxide products domestically [4] - The impact of China's export controls on rare earths is minimal for the company, as its export sales ratio is relatively low [4]