Financial Performance - In Q1 2025, the company achieved total revenue of 97.42 million yuan, an increase of 8.68% compared to the same period last year [1] - The net profit attributable to shareholders was 26.63 million yuan, a decrease of 34.06% year-on-year [1] - Earnings per share stood at 0.15 yuan [1] Market Position and Competition - The company’s oral product sales have seen a year-on-year increase in Q1 2025, despite missing previous opportunities in the dental implant market [3] - Competitors in the orthopedic sector are actively developing next-generation products, indicating a need for the company to maintain a sense of urgency in its active bone sales [3][4] - The market for bone repair materials is expected to grow steadily, benefiting from the increasing demand in China [4] Product Development and Strategy - The company plans to promote its active biological bone products in UBE surgical applications, leveraging its unique technology that prevents BMP-2 diffusion in water environments [3][4] - There are ongoing efforts to expand the product line, including potential new product development and market entry strategies [4][5] - The company is considering mergers and acquisitions to enhance its product offerings and market presence [4] Sales and Marketing - The company has an independent sales team focused on promoting active biological bone products, with plans to enhance their professional capabilities [6] - The number of distributors has increased to over 1,410 nationwide as of 2024 [7] - The company is committed to a precision marketing strategy to strengthen its market share and brand recognition [6][8] Future Outlook - The company remains optimistic about the future of regenerative medicine and is expanding its technical platforms to include additive manufacturing and synthetic biology [5] - New products, such as the second-generation oral repair membrane and calcium silicate biological bone materials, are expected to enhance the company’s market position [8] - The company is actively monitoring industry trends and regulatory changes to adapt its strategies accordingly [4][8]

证券代码：300682 证券简称：朗新集团 朗新科技集团股份有限公司 投资者关系活动记录表 | 投资者关系 | 特定对象调研 电话会议 | | --- | --- | | 活动类别 | | | 参与单位名 | 中金公司、长江证券、中信建投证券、中泰证券、国泰海通、 | | 称及人员姓 | 广发证券、瑞银证券、摩根士丹利、富瑞金融、华商基金、金 | | 名 | 鹰基金等多家国内外券商及投资机构人员参加了本次沟通交流 | | | 会，参会人员共计 80 余人。 | | 时间 | 年 月 日 2025 4 22 15:00~16:00 | | 地点 | 电话会议 | | 上市公司接 | 董事会秘书王慎勇 | | 待人员姓名 | 投资者关系总监王彬彬 | | | 证券事务代表王利 | | | 会议主要交流内容： | | | 董秘王慎勇先生首先对公司 2024 年度业绩情况及业务进展 | | | 向投资者做了总体介绍： | | 投资者关系 | 2024 年度，公司聚焦能源数智化、能源互联网双轮发展战 | | | 略，大力投入 AI 技术研究与应用，推动公司从客户业务驱动到 | | 活动主要内 | AI 技术驱动，从项目 ...

证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 编号：2025-001 答：公司充分发挥自身优势，车用照明业务全方位拓展市场， 已进入包括上汽大众、上汽通用、东风日产、蔚来乐道、零跑汽车、 法雷奥、马瑞利、星宇车灯在内的众多主机客户和 Tier1 客户供应 链。同时，公司车用 LED 大功率产品成功进入了上汽大众、广汽、 吉利、法雷奥等厂商的资源池。在车用 ISD（Intelligent Signal Display，ISD 智能交互车灯）领域，获得智己、广汽、奇瑞、长安 等多个品牌采用。 7、问：未来公司的资本开支将会在哪？ 答：公司的资本开支主要来自于各产品根据市场需求扩充的生 产线设备，扩建方面主要是 Mini LED 、车用、中尺寸、传统业务 的海外市场扩张，还有光耦等新产品。 8、问：公司的红外产品应用如何？ 1 | 公司 LED 产品实现销售收入 277,831.74 万元，比上年同期 | | --- | | 上升 20.37%，占营业收入的 90.99%，产品综合良率达 99.32%。 | | 2025 年第一季度实现营业收入 7.79 亿元，同比增长 ...

苏州工业园区和顺电气股份有限公司 投资者关系活动记录表 编号：2025-001 | | □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 | | 活动类别 | □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 | | | 称及人员姓 | 线上参与公司 2024 年度业绩网上说明会的投资者 | | 名 | | | 时间 | 年 月 日 15：00-17：00 2025 04 22 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长兼总经理 王东 | | 上市公司接 | 独立董事 袁建军 | | 待人员姓名 | 财务总监 王凯 | | | 副总经理兼董事会秘书 缪龙飞 | | | 1、请问公司未来在新能源领域是否有计划拓展新的业务？ | | | 答:您好！公司将在新能源领域，聚焦光伏、储能、氢能等特种电源产 | | | 品技术，立足自主研发创新，持续深耕，积极拓展新的业务方向。感谢您的 | | | 关注！ | | | 2、公司本期盈 ...

证券代码：300547 证券简称：川环科技 2.请问公司一季度为啥净利润增速这么慢，后续订单是否充足，还有说过增加 产能 20 亿，就一季报来说没有啥增加，这是什么原因 答：您好，公司将加大与现有客户的深化合作，以长安汽车、比亚迪、赛力 斯、广汽埃安等新能源汽车厂家为主，产品已全面进入新能源汽车液冷管路市场 领域。公司客户群体中例如，比亚迪的产品中标率同比持续提升；全面参与了长 安汽车全系车型的配套服务工作；作为赛力斯的核心战略管路系统供应商，独家 参与了赛力斯问界 M5、问界 M7、问界 M8 的橡胶管路系统配套，并积极参与后 续相关车型管路系统的同步开发等。随着这些客户新车型或后续车型的推出，公 司有望获得更多订单。感谢您的关注，同时请注意投资风险。 3.请介绍公司 60000 订单的确认节奏的情况，液冷方面的产品预计何时开始放 量，请介绍公司增加员工的情况。 答：您好，我们所供的服务器整体解决方案服务商某项目的液冷管路（详见 公司披露的相关公告），我们正按照客户子订单的交付需求，有序推进批次交付工 作。公司将持续跟踪该客户后续子订单的交付需求及执行进度，全力保障产品质 量与交付时效，以切实满足客户需求。 ...

Group 1: Financial Performance - In 2024, the company's total revenue was 4.159 billion CNY, representing a year-on-year growth of 3.99% [4] - The net profit attributable to shareholders was 712 million CNY, an increase of 15.04% year-on-year [4] - The non-recurring net profit was 647 million CNY, showing a growth of 21.38% compared to the previous year [4] - Earnings per share reached 0.83 CNY, up by 15.28% year-on-year [4] Group 2: Production Capacity and Product Launches - The production capacity utilization rate at the Shandong base is expected to rapidly increase in 2025, aiming to reach the design output of the initial facilities [1] - The company has submitted the market application for the generic drug Calirizine capsule, with updates to be provided in regular announcements [1] - The company anticipates that the Shandong chemical base will help recover the revenue decline in the raw material drug business, which saw a revenue of 876 million CNY in 2024, down by 8.37% year-on-year [2] Group 3: Strategic Focus and Market Position - The company aims to combine generic and innovative drug development, establishing a second growth curve while maintaining cost advantages [4] - The company is focusing on expanding its market share and improving product profitability, particularly in the fields of mental health and cardiovascular treatments [4] - The company believes that the future of the domestic pharmaceutical industry will be characterized by "innovation-driven, differentiation integration, and global competition" [2] Group 4: Challenges and Industry Outlook - The pharmaceutical industry in 2024 is facing pressure from policy-driven innovation, international breakthroughs, and price reductions due to centralized procurement [2] - The company views the impact of the US-China trade war on its export business as minimal, given that direct revenue from the US constitutes a small portion of overall income [3] - The company acknowledges that its valuation in the pharmaceutical industry has been relatively low, attributed to a lack of strong growth products in recent years [5]

2024 年度业绩说明会 编号：2025-003 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：线上交流活动 参与单位名称及 人员姓名 网上投资者 时间 2025 年 4 月 22 日 15:00-16:30 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—林武辉 独立董事—王琳琳 财务负责人—倪海龙 董事会秘书—杨高锋 保荐代表人—姚奔 投资者关系活动 主要内容介绍 问：1、公司在定增募集说明书中预测，高阻隔复合材料项目 达产后年销售收入达 7.66 亿，净利润 1.46 亿，现在先产线 已经运行半年了，实际情况与预测对比如何？目前新产线产 能利用率如何？2、公司在可转债募集说明书中预测，功能性 聚烯烃膜材料项目达产后年销售收入达 3.10 亿，目前产品拓 展情况如何？公司有没有信心达到预计目标？3、根据定增及 可转债募集说明书的预测，公司 2025 年的收入在 20 亿以上， 净利润在 2 亿以上。公司设定的员工持股计划解锁目标是 20 24 年基数上，收入增 ...

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（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年度业绩说明会的全体投资者 | | 时间 | 2025年04月22日 15:00-17:00 | | 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、总经理 万占升 | | | 财务总监 刘志诚 | | | 董事会秘书 杜银婷 | | | 独立董事 俞波 | | | 1.请问公司2024年智能制造项目目前投产情况如何？是否符合 预期目标？ | | 投资者关系活动主要内容 | 答:尊敬的投资者您好，年产2.5万吨精密传动部件智能制造项 | | 介绍 | 目于2024年10月31日建设完成。公司引进莱斯豪尔的磨齿机、德国 | | | 埃马克的车磨中心、日本卡希富基滚齿机、德国宝飞螺滚扎机、爱 | | | 协林热处理线、中车珩磨机，并配 ...

证券代码：000049 证券简称：德赛电池 深圳市德赛电池科技股份有限公司投资者关系活动记录表 编号：2025-001 二、回答调研提问，主要问答简述如下： 1、智能手机类产品 24 年收入下滑，量和价的影响分别是？ 答：公司智能手机类电池业务营业收入同比下降 10.39%，量和 价的影响差不多，量下降了约 5%，整体出货均价也下降了 5%左 右。 2、2025 年一季度收入分业务情况？客户拉货节奏有提前吗？ 答：2025 年一季度，公司智能手机类电池业务营业收入同比增 长 8.97%，智能穿戴类设备电池业务营业收入同比增长 15.79%，笔 记本和平板电脑电池业务营业收入同比增长 14.96%，电动工具、智 能家居和出行类业务营业收入同比增长 24.37%，储能业务同比下降 了 14.86%。 从年初客户指引看一季度实际出货情况，出货节奏没有明显的 提前。 | 投资者关 | ■特定对象调研 □分析师会议 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 系活动类 | □媒体采访 □业绩说明会 | | | | | ...

Financial Performance - In Q1 2025, the company achieved revenue of 6.256 billion CNY, a year-on-year increase of 1.22% [1] - The net profit attributable to shareholders was 653 million CNY, up 16.45% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 504 million CNY, a growth of 0.44% [1] Business Segment Analysis - Domestic revenue growth has rebounded, particularly in the enterprise sector, with strong performance in traditional energy and education sectors [1] - Government business remains under pressure due to cautious domestic investment, with only large-scale transportation and public welfare digital upgrades showing demand [1] - The distribution business is still in an adjustment phase, resulting in relatively weak performance [1] International Operations - The company has exited the U.S. market and has diversified its overseas revenue sources, with a significant portion coming from developing countries [3] - The company has localized its materials to mitigate the impact of U.S. tariffs and sanctions [3] Innovation and Future Planning - The innovation business segment generated revenue of 5.566 billion CNY in 2024, reflecting a year-on-year growth of 13.44% [4] - The company aims to maintain rapid growth in its innovative subsidiaries, with expectations for some loss-making subsidiaries to reach breakeven [4] Technological Advancements - The Starry Sky Model 2.0 has been upgraded to include V, M, and L series models, enhancing capabilities in visual processing, multi-modal data analysis, and vertical domain knowledge [5][7] - The V series model offers improved visual analysis and contextual understanding, while the M series supports cross-modal data analysis [7] Market Trends and Customer Needs - There is a growing demand for integrated machine products, with the cost of implementing large model projects decreasing significantly [9] - The company is focusing on demonstrating tangible value to clients to facilitate business integration and commercialization [10]