证券代码：001287 证券简称：中电港 深圳中电港技术股份有限公司 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 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐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名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年5月8日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 董事长 朱颖涛 | | | 董事、总经理 刘迅 | | 上市公司接待人员姓名 | 独立董事 蔡元庆 | | | 财务总监 田茂明 | | | 董事会秘书 刘同刚 | | | 保荐代表人 王申晨 | | | 1、中电港2024年的增长主要来自于存储和处理器，请问产品主 | | | 要应用在哪些领域？ | | | 公司2024年授权分销业务中，存储器业务收入206.85亿元，同比 | | 投资者关系活动 | 增长134.32%；处理器业务 ...

Group 1: Company Performance and Market Dynamics - The company currently relies heavily on a single customer, which raises concerns about order volume fluctuations if competitors engage with the same clients [1] - The price of low-cost carbon fiber has significantly decreased from a state of supply shortage in 2022 to oversupply in 2023, leading to a stable but declining price trend [1] - The company has a production capacity of 120 tons for the hundred-ton line and 300 tons for the thousand-ton line, with plans for three additional lines of 200 tons each [2] Group 2: Research and Development Strategy - R&D remains a core focus for the company, with a commitment to increasing investment and innovation despite a reported decrease in R&D expenses for 2024 compared to 2023 [4] - The establishment of a new subsidiary, Changhong Functional Materials, aims to develop new materials with special functional characteristics beyond traditional carbon fiber applications [4] - The company is actively pursuing the development of new product models, including low-cost variants suitable for the low-altitude economy [2] Group 3: Financial Management and Accounts Receivable - Fluctuations in accounts receivable are primarily due to the industry's long payment cycles, which can range from six months to a year [3] - The company anticipates that the 2024 accounts receivable will reflect sales from 2023, leading to potential discrepancies in reported values [3] Group 4: Market Trends and Future Outlook - The eVTOL industry is expected to face a complex commercial landscape over the next five to ten years, with varying opinions on the timeline for commercialization [6] - The company is committed to adapting its product strategy based on market demands and customer feedback, ensuring alignment with quality standards while exploring cost reduction opportunities [6]

金属结构件细分领域众多，特别是汽车零部件，不同公司主营业务 产品结构并不一致，公司主营业务包括了汽车模具、汽车车身结构件、 动力电池箱体、光伏储能设备、通信服务器等产品。 就汽车领域，2024 年中国汽车行业保持高质量发展，汽车产销分别完成 3,128.2 万辆和 3,143.6 万辆，同比增长 3.7%和 4.5%，连续两年突破 3,000 万辆大关， 新能源汽车表现尤为亮眼，市场渗透率超过 40%，标志着产业进入规模 化发展新阶段。公司 2024 年汽车零部件全年营收 50.02 亿元，占比 74.18%，同比增长 12.86%。其次是，2024 年中国汽车出口量达到 585.9 万辆，同比增长 19.3%，汽车出口再创新高。2024 年公司海外市场营收 6.29 亿元，同比增长 12.89%，墨西哥子公司营收高速增长，全球化布局 成效初显。 2024 年全国光伏新增装机 2.78 亿千瓦，同比增长 28%，其 中集中式光伏 1.59 亿千瓦，分布式光伏 1.18 亿千瓦。2024 年公司光储 设备营收 12.17 亿元，占比 18.04%，同比增长 123%，成为第二大增长 引擎。通信及服务器等产品的营 ...

证券代码：300466 证券简称：赛摩智能 答：尊敬的投资者，您好：公司已在定期报告中详细披露了本期财务状况及经 营成果，具体盈利数据建议您查阅正式报告。从核心指标来看，公司本期营业 收入、净利润等关键盈利指标承压 。公司后续将在管理上积极应对，持续通 过精细化运营、战略资源投入、风险防控等措施，推动盈利能力稳步提升。更 多细节请参考报告附注或后续投资者沟通，感谢您的关注！ 问题 6: 请问公司与靖和实业的合作有没有进展？ 赛摩智能科技集团股份有限公司 投资者关系活动记录表 编号：2025-026 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 线上参与公司赛摩智能 2024 年度网上业绩说明会的投资者 时间 2025 年 5 月 8 日 15:00-17:04 地点 东方财富路演平台 上市公司接待 人员姓名 董事长 杨景卓 总经理 厉冉 独立董事 袁朝春 副总经理 吴洪军 董秘 朱伟峰 财务总监 刘飞 投资者 关系活 动主要 内容介 绍 问题 1: 今年业绩有望转正吗？ 答：尊敬的投资者，您好： 2025 年公司将坚定信心 ...

Financial Performance - In 2024, the company's operating income was ¥578,662,643.08, with a net profit attributable to shareholders of -¥153,590,983.03, indicating a significant decline compared to the previous year [5] - The main business product gross margin was negative due to intensified competition and declining product prices, leading to underutilization of capacity and increased depreciation costs [9][11] Industry Overview - The wind power industry faced intensified competition in 2024, with continuous declines in main engine bidding prices, impacting the entire supply chain and upstream suppliers [2][5] - The company anticipates long-term growth driven by the "14th Five-Year Plan" for renewable energy, promoting offshore wind power cluster development and the replacement of old units [3][4][11] Strategic Initiatives - The company plans to optimize product structure and focus on high-margin products to improve profitability in 2025 [13][14] - Cost control measures will include strengthening strategic cooperation with suppliers and optimizing production processes to enhance efficiency [14] Research and Development - In 2024, the company invested ¥18,450,000 in R&D, holding 57 invention patents and leading the drafting of 2 industry standards [17] - The company has developed key technologies for large and high-performance forgings, enhancing its competitive edge in the market [8][10] Market Position and Customer Base - The company has established a strong customer base, including well-known domestic and international enterprises, which enhances brand recognition and market influence [15][16] - In 2024, the proportion of overseas revenue increased to 64%, attributed to stable international clients [16]

Group 1: Business Performance - The company's revenue from the new energy gear business reached 3.37 billion CNY in 2024, accounting for 38.38% of total revenue, with a year-on-year growth of 51.21% [1][3] - The overall performance of the gear industry is rapidly evolving, with various companies showcasing unique strengths and advantages [1][2] Group 2: Industry Outlook - The gear industry in China is experiencing steady growth, characterized by a large scale and comprehensive categories, indicating a broad market space [1] - The new energy vehicle sector is entering a high growth phase, reshaping the automotive parts market and increasing demand for outsourced components like gears [2] Group 3: Future Growth Opportunities - The company plans to enhance production efficiency and profitability through digital transformation and innovative management models [2] - There is a significant increase in demand for lightweight, low-noise, and wear-resistant gears due to trends in automotive intelligence and electrification [2][4] Group 4: Product Development and Market Expansion - The company's smart actuator products are widely applicable, with a focus on expanding into the automotive sector, particularly in electric tailgates and smart lock modules [4] - Future research will target non-metal materials for smart actuators, aiming to provide innovative solutions for various industries, including automotive and smart home [4] Group 5: Asset Management and Profitability - The company aims to improve asset turnover rates by upgrading existing equipment capabilities to meet market demands [5][6] - A comprehensive lifecycle management system will be established to enhance equipment longevity and asset return rates [6]

Group 1: Core Competencies - The company's core competencies include technological advantages in automated and intelligent production processes [1] - Quality control systems and multiple certifications contribute to product quality superiority [1] - Rapid response and comprehensive service capabilities enhance customer satisfaction [1] - Strong brand recognition and established partnerships with well-known enterprises provide a competitive edge [1] - Cost control measures across production and management processes expand profit margins [1] Group 2: Business Overview - The company focuses on advanced manufacturing applications, intelligent manufacturing, and packaging design and production [1][2] - Transitioning from providing basic packaging to offering a diverse range of consumer-oriented packaging products [1][2] - The customer base spans various sectors, including fast-moving consumer goods, electronics, and high-end food products [2] Group 3: Financial Performance - The company reported revenue of ¥815,839,279.18, a 14.46% increase year-on-year [4] - Net profit attributable to shareholders was -¥3,780,908.83, up 46.55% from the previous year [4] - The net profit excluding non-recurring items was -¥7,890,471.39, reflecting an 18.23% increase year-on-year [4] - Factors affecting net profit include depreciation from new projects and impairment testing on goodwill [4] Group 4: Industry Trends - The printing and packaging industry is experiencing a shift towards digital printing and automation [5] - Green technology is becoming mainstream due to stricter environmental regulations [5][6] - The policy environment encourages innovation and supports small and medium enterprises through subsidies and tax incentives [6] Group 5: Challenges and Opportunities - The company faces challenges in technology acquisition, supply chain management, and market channel integration during its transition [7][8] - Strategies to explore new growth opportunities include market research, collaboration with academic institutions, and participation in industry events [8] - The rise of personalized packaging and e-commerce presents new market demands [8] Group 6: Future Strategies - The company plans to enhance its information technology infrastructure to improve operational efficiency [8] - Research and development efforts will focus on new materials and efficient production processes to stabilize profit margins amid rising costs [9] - Differentiation strategies will involve developing high-end packaging products and improving existing offerings based on market feedback [9]

Group 1: Financial Performance - In 2024, the company achieved operating revenue of 812.13 million yuan, a year-on-year increase of 3.43% [7] - The net profit attributable to shareholders was 37.50 million yuan, showing a decline compared to the previous year due to non-operating factors [7] - The company aims for a revenue target of 1 billion yuan and plans to double its net profit in 2025 [5] Group 2: Sales and Profit Margins - The gross margin for online sales is approximately 60%, while offline sales have a gross margin of around 50% [2] - The company is focusing on expanding its online sales, which require higher promotional expenses [2] Group 3: Strategic Initiatives - External mergers and acquisitions are a key strategy for future growth, with the company actively monitoring potential targets [3] - The company has successfully restructured Henan Xinxin Pharmaceutical, adding 125 products to its portfolio, including 4 exclusive items [3] - Plans to launch 30 new non-pharmaceutical personal care products in 2025, targeting various consumer segments [6] Group 4: Product Development and Market Expansion - The company is prioritizing the launch of key products from Henan Xinxin Pharmaceutical, with the first batch including antiviral oral liquids and heat-clearing detoxification oral liquids [5] - The company aims to cultivate 8 to 10 products with annual sales exceeding 100 million yuan, ensuring long-term sustainable growth [6] - Continuous collaboration with hospitals and research institutions to enhance the value of core products like Jier Yin Wash [3][7]

证券代码：300851 证券简称：交大思诺 北京交大思诺科技股份有限公司 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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 8 日 (周四) 下午 15:00~17:00 地点 深圳证券交易所互动易平台（http://irm.cninfo.com.cn）"云 访谈"栏目 上市公司接待人 员姓名 1、董事长李伟 2、董事会秘书、副总经理童欣 3、财务总监徐红梅 4、独立董事王琰 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 一、高管您好，请问您如何看待行业未来的发展前景？谢 谢。 尊敬的投资者您好，发展前景值得期待。 1、政策引领：国家高度重视轨道交通行业的发展，一系列 政策举措持续赋能行业发展。《中共中央关于制定国民经济和 社会发展第十四个五年规划和二〇三五年远景目标的建议》明 确提出"加快城市群和都市圈轨道交通网络 ...

企业客户数智化转型。感谢您对公司的关注！ 6.公司所处行业竞争激烈，公司如何保持在数字政府与智慧企 业领域的核心竞争力？ 证券代码：300730 证券简称：科创信息 湖南科创信息技术股份有限公司 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（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与科创信息（300730）2024年度业绩说明会的全体投资者 | | 时间 | 2025年05月08日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长 费耀平 | | | 董事、总经理兼财务总监 李杰 | | 上市公司接待人员姓名 | 独立董事 李新首 | | | 董事会秘书 张园美 | | | 财务经理 龙仲 | | | 1.董事长，您好！请问您对公司当前的市值表现是否满意？公 | | | 司在市值管理方面有哪些具 ...