Financial Performance - In 2024, the company achieved a revenue of CNY 663,245.97 million, a year-on-year decrease of 6% [1] - The net profit attributable to shareholders was CNY 54,225.31 million, down 27.6% year-on-year, with a net profit margin of 8.2% [1] - The proposed cash dividend is CNY 3.00 per 10 shares, totaling CNY 263,755,214.40, which accounts for 48.64% of the net profit [1] Strategic Focus - In 2024, the company will optimize cooperation models in direct sales, enhance market promotion, and develop customized products to meet diverse consumer needs [1] - The e-commerce team has improved significantly, with a self-built live streaming team enhancing the return on investment [2] - The company aims to strengthen consumer insight capabilities and innovate products to cater to diverse consumption trends in 2025 [2] Future Outlook - The company plans to expand its presence in traditional offline channels while also focusing on new retail and e-commerce channels [2] - There will be a push for digital and intelligent construction across various business dimensions to enhance competitiveness [2] - A more market-oriented assessment mechanism will be implemented to stimulate team creativity and focus on core capabilities for sustainable, high-quality development [2]

策技术以及碳监测碳足迹等技术，不断开展业务创新和产品 创新，提升公司智慧能源产品的市场竞争力。 证券代码：002063 证券简称：远光软件 远光软件股份有限公司 投资者关系活动记录表 编号： 20250008 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 西部证券刘荣辉 时间 2025 年 4 月 22 日 地点 线上会议 上市公司接待人 员姓名 副总裁、董事会秘书袁绣华，证券事务代表刘多纳 投资者关系活动 主要内容介绍 1.智慧能源业务未来重点投入在哪些方面？ 结合行业和市场趋势，公司智慧能源业务下一步重点投 入的方向包括 AI 大模型应用以及行业关键技术的研究突破： 1）在 AI 大模型应用上，远光软件将持续深化 AI 大模型在智 慧能源业务和产品中的应用，在应用方式上，通过嵌入式方 式或者通过知识库及 RAG 方式，或采用单智能体或多智能体 的方式等，提升智慧能源软件平台的理解、生成、决策等维度 的能力，提升用户的使用体验；在应用场景上，重点聚焦电站 监测预警处理、电站智慧运维、电力交易决策以及发电负荷 ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 类别 | □ 业绩说明会 媒体采访  | | | | □ 新闻发布会 □ 路演活动 | | | | □ 现场参观 □ 其他 | | | 参与单位名称及 | 通过"全景•路演天下"（http://rs.p5w.net）参与本次业绩说明会 | | | 人员姓名 | 的广大投资者 | | | 时间 | 2025 年 4 月 日 (周一) 下午 15:00~17:00 | 21 | | 地点 | "全景•路演天下"（http://rs.p5w.net）互动平台 | | | 上市公司接待人 | 1、董事长、法定代表人：黄善兵 | | | 员姓名 | 2、副董事长、总经理：黄健 | | | | 3、副总经理、董事会秘书、工会主席：张家铨 | | | | 4、财务总监、副总经理：朱瑛 | | | | 5、独立董事：刘志耕 | | | | 6、华创证券有限责任公司：杨锦雄 1 ...

证券代码：300016 证券简称：北陆药业 债券代码：123082 债券简称：北陆转债 2025 年 4 月 21 日投资者关系活动记录表 编号：【2025】第 013 号 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 浙商证券：王明路 太平洋资管：汪奇立 华商基金：余丹妮 银华基金：李宛达 华夏基金：袁绮蔓 时 间 2025 年 4 月 21 日 地 点 公司会议室 上市公司接 待人员姓名 证券事务代表：孙志芳 投资者关系活动 主要内容介绍 Q1、公司 2024 年度经营情况 2024 年度，公司继续以成为"中国医药制造百强企业"为中长期 发展目标，践行"化药+中药"双轮驱动的业务模式：化药板块主要 聚焦于对比剂产品、降糖类产品、原料药等化学药品的生产、研发、 营销等工作。中成药板块，公司自主研发的九味镇心颗粒持续拓展市 场；2024 年 6 月，公司通过收购天原药业 80%股权，将中成药产品数 量增加至 59 个，打造了较为丰富的中成药产品矩阵，实现了在中枢神 经、清热解毒、补益类等领域的布局；以九味镇 ...

编号：T2025-002 证券代码：002541 证券简称：鸿路钢构 安徽鸿路钢结构（集团）股份有限公司 2025 年 4 月 18 日投资者关系活动记录表 回答：1、公司致力于钢结构制造，自主研发了一套可复制的信息化管理系统，确保产 品质量和项目的按时履约，是实施多基地生产的必要条件。公司信息化系统以"项目管 理平台"为核心，与 OA、HR 系统、NC 系统互联互通，开发了报工质检、鸿路智造小程 序，通过小程序能清楚追溯到每根构件每道工序谁生产的、谁检验的，也清楚自动核算 了每个班组每天的计件工资，提高了工作效率降低了成本。同时建设了公司统一的管理 考评、管理日志、统一排产、统一下料等管理系统。 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 电话调研 □其他 调研时间/参 与单位名称及 人员姓名 2025年4月18日下午14：00—17：00 富国基金 李峙屹；国海富兰克林基金 张登科；天风证券 王悦宜；华富基金 吴卓凡； 光大证券 孙伟风、陈奇凡；景顺长城 王平川；永赢基金 杨啸宇；南方基金 刘祎；长 江证券 袁志芃、张弛；中国人民养老基金 ...

证券代码：001203 证券简称：大中矿业 债券代码：127070 债券简称：大中转债 大中矿业股份有限公司投资者关系活动记录表 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 参与单位名称 中金公司、中信证券、中信建投、广发证券、长江证券、民生证券、中 泰证券、华福证券、东亚期货、长信基金、国金证券、浙商证券、国信 证券、和谐汇一、景林资产、国泰海通、西南证券 时间 2025 年 4 月 21 日 地点 上海浦东丽思卡尔顿酒店 3 楼多功能 A 厅 上市公司接待人 员姓名 1、董事长牛国锋先生 2、董事、总经理林圃生先生 3、董事会秘书林圃正先生 4、证券事务代表李云娥女士 投资者关系活动 主要内容介绍 1、2024 年底，公司铁精粉有一定库存，是否与销售节奏有关？另 外，安徽地区的球团 2024 年未生产，后续的规划是什么？ 回复： 有关铁精粉库存，主要是由于铁精粉的销售呈季节性特征，在冬 季北方地区，大部分钢厂停工、放假，会导致累积一定的库存。在 2025 年年初，公司加大销售的力度，以消耗去年年底库存。 ...

Group 1: Financial Performance - In 2024, the company achieved revenue of CNY 1.659 billion, a year-on-year increase of 17.56% [4] - The net profit attributable to shareholders reached CNY 182 million, a significant increase of 1742.81% [4] - The net cash flow from operating activities was CNY 366 million, up by 105.20% [4] - As of the end of 2024, the company's debt-to-asset ratio was 34.26%, a decrease of 1.65 percentage points from the previous year [4] - In Q1 2025, the company reported revenue of CNY 329 million and a net profit of CNY 22.23 million, showing some fluctuations compared to the same period last year [4] Group 2: Business Segments and Growth - The plant-based chewable business generated over CNY 600 million in revenue in 2024, with a year-on-year growth rate of 43.68%, accounting for 36.62% of total revenue [4] - Domestic sales revenue reached CNY 288 million, primarily driven by the company's own brands, which grew by 33% [4] - The "Jueyan" brand saw a 52% increase in revenue [4] - The company is focusing on expanding its main grain product business, expecting rapid growth in the next two years [4] Group 3: Brand Strategy and Market Positioning - In 2025, the company will continue to develop its brand matrix and segmentation strategy, focusing on high-end dog food and extending into high-end cat food [4] - The company plans to enhance sales efficiency through differentiated product offerings on e-commerce platforms like Tmall and JD.com [4] - The company aims to expand its offline presence in major retail chains such as Sam's Club and Walmart [4] Group 4: International Operations and Challenges - The company has shifted all U.S. customer orders to Southeast Asian factories due to U.S. tariff policies, which are currently difficult to assess for their impact on business [5] - The New Zealand main grain brand is expected to release 20% to 30% of its capacity in 2025, meeting diverse demands for high-end grain products [6] - The company maintains a strong position in the pet snack market, particularly in the chewable segment, with significant R&D and manufacturing capabilities [5]

Group 1: Financial Performance - The company achieved a revenue of 5.222 billion CNY in Q1 2025, representing a year-on-year growth of 23.4% [2] - The net profit attributable to shareholders reached 458 million CNY, up 29.7% year-on-year; the net profit after deducting non-recurring gains and losses was 457 million CNY, increasing by 36.5% [3] - The weighted average return on equity was 4.45%, an increase of 0.6 percentage points compared to the previous year [3] Group 2: Business Segment Performance - The magnetic materials and devices segment generated a revenue of 1.13 billion CNY in Q1, with a year-on-year growth of 7%; magnetic material shipments totaled 53,000 tons, showing positive growth [3] - The photovoltaic segment achieved nearly 3.45 billion CNY in revenue, a 33% increase year-on-year, with shipments of 5.9 GW, up nearly 65% [4] - The lithium battery segment reported a revenue of 540 million CNY, an 8% increase, with shipments of 128 million units, growing by 28.5% [4] Group 3: Global Expansion and Market Strategy - The company is advancing its global layout, with the Indonesian battery base reaching near full production capacity, selling approximately 900 MW of batteries in a single quarter [4] - The company has set a differentiated competition strategy in the photovoltaic sector, focusing on both differentiated and standardized products to drive growth in various markets [4] - The company received the "Best Partner" award from Kyocera Group, recognizing its contributions among thousands of suppliers [4] Group 4: Market Outlook and Challenges - The overall demand in Europe is expected to show weak growth in 2025, with potential for growth in underdeveloped regions [6] - The company anticipates challenges in the domestic market due to a decline in demand following the end of the installation rush, predicting a difficult period for the photovoltaic industry in Q2 and Q3 [6] - The company is closely monitoring U.S. policies regarding tariffs and subsidies, which may impact future demand for photovoltaic products [6] Group 5: Inventory and Dividend Policy - The company reported inventory of 4 billion CNY, with over 60% related to photovoltaic materials, and plans to manage inventory effectively to avoid risks [11] - The company has maintained a high cash dividend ratio, with cash dividends exceeding 35% of the net profit in recent years, and plans to continue this trend in 2025 [12]

Financial Performance - The company achieved a revenue of CNY 1,757,661.27 million and a net profit of CNY 250,973.00 million for the reporting period [1] Semiconductor Equipment Progress - The company accelerated the domestic substitution of semiconductor equipment, successfully developing and selling 12-inch dry-in-dry-out edge grinding machines and 12-inch thinning polishing machines [1][2] - The company has developed 8-inch single and double wafer silicon carbide epitaxy equipment, significantly improving production capacity and reducing costs [2] Semiconductor Substrate Materials - The demand for conductive silicon carbide materials, especially 8-inch substrates, has rapidly increased due to the growth of the new energy vehicle market [3][7] - The company is expanding its production capacity for 8-inch silicon carbide substrates and actively developing optical-grade silicon carbide materials [3][4] Semiconductor Consumables and Components - The company has improved the efficiency of quartz crucible production through automation and innovation, increasing market share [5][6] - The subsidiary, Jinghong Precision, has developed core manufacturing capabilities for semiconductor components, focusing on domestic production [6] Customer Base and Risk Management - The company has established a strong reputation among high-end clients in the semiconductor and photovoltaic industries, including TCL Zhonghuan and Jinko Solar [8] - The company maintains a good order execution rate with major clients and implements strict credit management to mitigate risks [8] Future Development Strategy - The company aims to become a leading supplier in semiconductor materials and equipment, focusing on technological innovation and industry chain collaboration [8]

部企业通过"以价换量"进一步快速增加市场份额，充分发挥规模效应， 夯实其稳固的行业地位。 问：公司血液透析滤过产品情况？ 答：血液透析滤过是指在血液透析的基础上采用高通透性的透析滤 过膜，以提高超滤率，从血中滤出大量含毒素的体液，同时输入等量置 换液的血液净化方式。公司已打造涵盖血液透析全产品链和血液透析滤 过、连续肾脏替代疗法等多种治疗模式的终末期肾病血液净化产品体系， 其中，公司血液透析滤过产品主要包括透析滤过机、血液透析滤过器、 血液净化补液管路等产品。未来，公司将继续围绕完善血液透析、血液 透析滤过、连续肾脏替代疗法等多种治疗模式丰富产品群，并从肾病全 病程管理布局糖尿病、早中期肾病、血管介入等领域。 问：公司湿膜透析器产品情况？ 答：2024 年，公司自主研发的一次性使用血液透析器(湿膜、高通/ 非高通系列）产品取得医疗器械注册证，为国产品牌第一张注册证，该 产品已取得国家医保耗材的分类编码，其以先进的透析膜湿化填充工艺 和更加优异的生物相容性，在提升患者的透析体验和生存质量的同时， 提升医护人员操作的便利性，受到市场的欢迎。公司将按照国家医保相 关政策，持续加大湿膜透析器的市场开拓力度，加快推动血 ...