成都云图控股股份有限公司 证券代码：002539 证券简称：云图控股 投资者关系活动记录表 编号：2025-019 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 活动参与人员 华福证券、建信养老金机构人员 上市公司接待 人员姓名 董事会秘书 陈银 时间 2025 年 12 月 17 日下午 15:00-17:00 地点 云图控股会议室 形式 现场调研 交流内容及具 体问答记录 公司董事会秘书陈银女士向来访者介绍了公司的产业链布局、 核心竞争优势等，并进行了互动交流，主要内容如下： 1、请介绍公司磷酸分级利用的产业布局及其在磷复肥、新能 源材料领域的应用情况？ 答：围绕磷矿资源的高效利用和磷酸价值的梯级开发，公司已 打通湿法磷酸到精制磷酸、工业级磷酸一铵、水溶性磷酸一铵、磷 酸铁和复合肥的完整产业链。我们以湿法磷酸为核心，根据浓度和 纯度进行分级利用：一方面，磷酸可直接用于工业级磷酸一铵的生 产，并将副产的低纯度磷铵物料用于生产水溶性磷酸一铵、复合肥 等；另一方面，通过浓缩和萃取等工序，可将磷酸进一步制备成精 制磷酸，用于 ...

证券代码：000930 证券简称：中粮科技 中粮生物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 （中粮集团上市公司投资者集中交流活动） ☑ | | 参与单位名称及 | 建信养老金 田恒、农银投资 邢涛 黄九亮 郑宇、新华资产 韩越秦、 | | | 阳光资产 周丽红、光大永明 王申璐、中信产业基金 胡腾鹤 鞠洪一、国 | | 人员姓名 | 投创益产业基金 何钢 刘磊、信达资本农业事业部 万毅、招商局资本农 | | | 垦基金 刘峥 殷琨、盘京投资 陈静、润晖投资 李勇、中邮证券 张 | | | 子健 李泽坤、国新发展 潘加伟 余德涵 向威、中加基金 薛杨 陈静、天 | | | 弘基金 马雪薇、华夏基金 胡慧婷 李柄烨、易方达 王蕾、嘉实基金 | | | 马晓煜、新华基金 雷凯、民生加银基金 张泽、诺安基金 李新帜、广发 | | | 基金 袁辰昱、昌发展 亓立程、井冈山资本 曹律、浙江省投促进中心 张 | ...

Group 1: Company Performance and Strategy - The company achieved significant growth in Q3 due to a focus on international market penetration and localized operations, enhancing brand recognition and customer value [2][3] - The company is expanding its global presence by establishing or renovating experience centers in key regions such as North America, Europe (Germany), Asia-Pacific (Singapore), and Latin America (Brazil) [2][3] - The development strategy emphasizes technology leadership, high-quality LED products, and a comprehensive service lifecycle to attract premium customers and expand brand influence [6] Group 2: Core Competencies - The company maintains a leading position in technology through continuous innovation and investment in cutting-edge areas like Micro LED and virtual production [3][7] - Brand influence has been strengthened through over 20 years of global operations, transitioning from product sales to a comprehensive international brand, technology, and service model [7][8] - A robust service system supports the company’s competitive edge, providing comprehensive pre-sale, in-sale, and post-sale support [8] Group 3: Market Trends and Product Development - The global performance market is growing, leading to increased demand for LED rental screens, with products being used in major events like concerts and music festivals [5] - The company has developed a product matrix that caters to various stage rental needs, ensuring high-quality local service and technical support [5] - Recent applications include notable events such as BLACKPINK's tour and the Tomorrowland festival in Brazil [5] Group 4: Awards and Recognition - The company received multiple awards at the 2025 Industry Conference, including recognition for its management practices and innovations in COB and virtual production technologies [9] - The company was named a "Benchmark Enterprise of 2025" and ranked among the top ten LED display companies, showcasing its operational excellence [9] - The company contributed to the "2025 Global LED Display Research White Paper," providing insights into new display technologies and applications [9]

Group 1: Company Overview - The company focuses on anti-corrosion and wear-resistant welding equipment, with applications in energy, chemical, metallurgy, and paper industries [1] - It possesses key core technologies in materials, processes, and equipment, along with comprehensive special equipment production qualifications [1] - The management team has extensive industry experience and a stable core technical staff, contributing to competitive advantages [1] Group 2: Market Opportunities - The waste incineration market shows broad demand, with increasing penetration rates due to downstream upgrades [2] - The coal-fired power generation sector is experiencing a demonstration effect, indicating significant growth potential [2] - The company has strategically positioned itself in HRSG and oil-gas composite pipe businesses, with HRSG already achieving certain production capacity [2] Group 3: Financial Performance - As of September 30, 2025, the waste incineration power generation sector accounts for approximately 58.99% of the company's revenue [4] - The overseas revenue share is about 54.28%, with major exports to Asia, North America, South America, and Europe [4] Group 4: Competitive Landscape - The company has notable representative projects overseas, including the largest waste incineration power facility in Dubai [3] - Key EPC partners include General Electric, Mitsubishi, and others, enhancing the company's international collaboration [3] Group 5: Future Outlook - The domestic coal-fired boiler market is expected to grow due to increasing electricity demand and the need for upgrades [5] - The company's HRSG products are primarily designed for heavy-duty gas turbines, with a production cycle of approximately six months [6] - The Vietnam base is projected to produce about two HRSG units per year, depending on production schedules and resource availability [7] Group 6: US Market Demand - The US HRSG market is driven by structural growth in electricity demand, with significant increases in gas turbine market needs [8] - The transition to cleaner energy sources enhances the market potential for HRSG, as it improves overall power generation efficiency [9]

投资者关系活动记录表（2025） 证券代码：002334 证券简称：英威腾 | 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 线上调研 | | 参与单位名称及 | 嘉实基金、国金证券 | | 人员姓名 | | | 时间 2025 | 年 月 日 12 15 15:00 | | 2025 | 年 月 日 12 16 10:00 | | 地点 | 英威腾光明科技大厦 | | 上市公司接待人 | 董事会秘书：左桃林 | | 员姓名 | 证券事务代表：刘玲芳 | | | 1、公司整体情况介绍 | | | 公司聚焦工业自动化和能源电力两大领域，业务包括工业自 | | | 动化、网络能源、新能源动力、光伏储能四大板块。工业自动化 | | | 等核心部件及一体化 业务能提供变频器、伺服系统、PLC＆HMI | | | 解决方案；网络能源业务能提供微模块数据中心、供配电产品、 | | 投资者关系活动 | 智能温控产品、智能监控产品及一体化解决方案；新能源动力业 | | ...

证券代码：002668 证券简称：TCL 智家 广东 TCL 智慧家电股份有限公司 投资者关系活动记录表 编号：2025-18 公司高度重视研发创新对公司业务的长期驱动。截至 2025 年 6 月， 公司拥有研发人员超 1,000 名，拥有授权专利 2,000 多项。未来公司将继 续加大冰箱、洗衣机业务关键技术领域的资源投入，构建在产业链关键 环节的技术领先壁垒，增强核心业务的领先优势，以科技创新推动公司 | | 分析师会议 特定对象调研 ☐ | | --- | --- | | 投资者关系活 动类别 | 媒体采访 业绩说明会 ☐ ☐ | | | ☐ 新闻发布会 ☐ 路演活动 | | | 现场参观 ☐ | | | 其他 ☐ | | | 招商基金 于立勇、吴潇、王奇玮、姚飞军、苏超、张潇潇、邹成、高岩、 | | | 姜春曦、孙麓深、赵季新、郑若慈、孙燕青、莫凡；银河证券 刘立思、 | | 参与单位名称 | 华富基金 欧阳芷一；国金证券 王刚、融通基金 张文玺、华安合鑫基金 | | 及人员姓名 | 卢慧语、华西基金 张月宁、资瑞兴投资 薛建明、国源信达资本 阳来军、 | | | 格拉汉维尔 何富荣、里思私募 陈柏 ...

证券代码： 002202 证券简称：金风科技 金风科技股份有限公司投资者关系活动记录表 附件二：投资者关系活动记录表格式 | | | 编号： | | --- | --- | --- | | 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（请文字说明其他活动内容） | | | 参与单位名称及 | 华福证券 万伟 国投证券国际 罗璐 | | | 人员姓名 | 华创证券 张一驰 | | | 时间 | 2025年12月18日 | | | 地点 | 线上会议 | | | 上市公司接待人 员姓名 | 投资者关系经理 于洋 投资者关系主管 刘茜 | | | | 公司是否有帮助客户管理风电场的业务，发展情况如何？ | | | | 答：在资产管理服务方面，公司以新能源资产保值与增值为目标，聚焦资 | | | | 产电量、电价、运营成本的持续优化，推动运营理念从"电量最大化"向 | | | | "电量最优化"升级。持续迭代升级金风天机交易云平台和数智中心，构 | | | | 建"全域数据融合+智能决策闭 ...

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 潍柴动力股份有限公司投资者关系活动记录表 1 | | 球能源装备市场提供"中国方案"。 | | --- | --- | | | 2.公司 SOFC 业务发展规划 | | | 公司在 SOFC 领域持续深耕，通过一系列技术创新与市场布 | | | 局，不断推动这一战略性新兴产业的发展。 | | | 2025 年 11 月，公司与希锂斯在电池电堆层面签订了技术 | | | 许可协议，这意味着公司可全面掌握电池、电堆、系统、电站 | | | 的核心技术。近年来，公司聚焦 AI 数据中心、工业园区等核心 | | | 场景，对标国际竞品推出新一代大功率金属支撑商业化产品， | | | 在发电效率、体积功率密度、可启停次数及启动速度等方面均 | | | 有显著提升，凭借性能优势已与国内外多家头部企业达成意向 | | | 合作，为规模化商用奠定基础。公司将继续致力于技术创新与 | | | 应用拓展，发挥在 SOFC 领域的技术引领作用，为客户提供高可 | | | 靠性产品，助力实现"双碳"目标和全球能源转型。 | | | 3.公司在新能源重卡方向的布局和规划 ...

Group 1: Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [3] - Key product types include screw compressors, centrifugal compressors, absorption chillers, piston compressors, and industrial heat pumps, among others [3] Group 2: Revenue and Market Performance - The low-temperature refrigeration segment experienced a slight decline in revenue in the first three quarters, with a decreasing rate of decline each quarter; however, the special air conditioning and thermal management segments showed year-on-year growth [4] - The joint venture Yantai Modern Ice Wheel Heavy Industry Co., Ltd. is projected to generate over 700 million in revenue in 2024, driven by strong market demand [8] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including liquid cooling systems, with significant projects completed for major clients such as the National Supercomputer Center and various banks [4] - Dunham-Bush, a subsidiary, has been recognized in the national green data center technology product directory for its energy-efficient cooling solutions [6] Group 4: Thermal Management and Carbon Neutrality - The company is actively involved in thermal management, focusing on industrial heat pumps and technologies that support carbon neutrality, with a total of 96 patents and 33 software copyrights authorized as of the end of 2024 [6][7] - The company’s technologies, such as waste heat recovery and high-temperature heat pumps, are expected to become essential under new carbon reduction policies, providing long-term demand stability [7] Group 5: HRSG Products - The company’s joint venture produces heat recovery steam generators (HRSG) for combined cycle gas power plants, collaborating with major global firms like GE and Siemens, and has a competitive edge in the market [8]

一、讨论了业务情况和产业板块 公司致力于在能源和动力领域提供先进的系统解决方案和全生 命周期服务，主要产品形式为压缩机和换热装置，实施温控、增压等 冷热能管理功能，覆盖-271℃-200℃温度区间。具体有螺杆式压缩机、 离心式压缩机、吸收式制冷机、活塞式压缩机、涡旋式压缩机、工业 热泵、储能蓄能装置、真空冻干设备、速冻装置、换热设备、船用制 冷设备、多联机等。 投资者关 系活动主 从客户行业维度看公司产品广泛应用于食品/农副产品冷冻冷藏 及深加工、冷链物流基地建设、食品/药品真空冻干、冰雪运动场馆、 加工预处理产线等商业制冷系统；能源/化工生产工艺冷却、航天风 洞/超导科研等人工特殊环境、建筑骨料冷却、隧道矿井探凿冻结等 工业冷冻系统；轨道交通、商业地产、公共场馆、科研文教等商用舒 适空调；数据中心、核电站、冶金石化、洁净空间、电子厂房、制药、 矿井热害、节能改造等工业特种空调；以及余热余能利用、气体压缩 及液化、储能系统、新能源装备、洁净排放；黑色金属铸造、有色金 属铸造、铸件精密加工、3D 智能成型；工业智控、智能产线、智慧 物流等。 证券代码：000811 证券简称：冰轮环境 冰轮环境技术股份有限公司投 ...