Company Overview - Huashu Media is a leading digital content operator in interactive TV, mobile TV, and internet TV, serving over 30 provinces and cities in China with a user base exceeding one billion [2] - The company reported a revenue of CNY 9.395 billion and a net profit of CNY 534 million for the fiscal year 2024, with total assets of CNY 29 billion and net assets of CNY 14.9 billion [2] Revenue Structure - The revenue is balanced across three main sectors: - Smart Home: CNY 3.503 billion, accounting for 37.29% - Technology (Smart City Digitalization): CNY 3.562 billion, accounting for 37.92% - New Media: CNY 2.329 billion, accounting for 24.79% [3][5] Performance Metrics - In Q1 2025, the company achieved a revenue of CNY 2.119 billion, a year-on-year increase of 3.62%, and a net profit of CNY 131 million, up 17.16% [4] Strategic Vision - The company aims to be a "leading digital social enabler" with a focus on steady operational performance and maintaining a leading position in the broadcasting industry [3] - Development strategies include "new layout, stable benefits, optimized structure, and improved efficiency" [3] ESG and Internal Control - Huashu Media has been recognized for six consecutive years as one of the top 30 listed companies in Zhejiang for internal control [3] - The company has published its 2024 Environmental, Social, and Governance (ESG) report, emphasizing harmonious development with employees, society, and the environment [3] Future Industry Layout - The company plans to continue developing its three main business sectors while exploring new business models and opportunities in low-altitude economy and smart governance [5] AI and Technology Integration - Huashu Media is enhancing content investment and production, integrating AI technologies to innovate content creation and expand distribution channels [6][9] - The company has developed several AI-driven platforms, including "Linghong" for model applications and "AIGC" for content creation [9] Cloud Computing and Infrastructure - The company has invested over CNY 200 million in cloud computing centers, providing services with a capacity of 3.6 million CPU cores and 3.8 PB of storage [10] - Plans for a new smart computing industrial park in Quzhou with an investment of CNY 500 million are underway [10] Cultural and Tourism Integration - The "Poetic Zhejiang Cultural Tourism Card" was launched at a price of CNY 199, offering access to over 120 scenic spots, with nearly 90% being 5A and 4A rated [8] - The card has sold over 300,000 units, providing various benefits valued at over CNY 10,000 [8]

| 投 资 者 关 系 活 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 ☑业绩说明会 | | 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 | 部分投资者 | | 及人员姓名 | | | 时间 | 2025 年 5 月 8 日下午 15:00-16:00 | | 地点 | 网络方式 | | 上 市 公 司 接 待 | 公司董事长、总经理 王雪颖女士 | | 人员姓名 | 公司董事、董事会秘书、副总经理 周辉先生 | | | 公司副总经理 李旭斌先生 | | | 公司董事、财务总监 汪建华先生 | | | 公司独立董事 邓博夫先生 | | | 1.请问贵公司与成飞集团是否有业务往来 | | | 答：谢谢您对公司的关注。公司目前不是成飞集团的直接供应商，仅为其直接 | | | 供应商的配套供应商。 | | | 2.请问公司目前一体成型电感的进展如何了？ | | | 答：谢谢您对公司的关注。公司可提供多种规格的一体成型电感，该类产品采 | | | 用金属粉末压铸而成，具有大电流、 ...

Group 1: Financial Performance - The company's revenue for 2024 increased by 18.77% due to market expansion and increased customer orders [2] - The R&D investment for 2024 amounted to 30.84 million CNY, representing 4.87% of the total revenue [3] - The profit distribution plan for 2024 proposes a cash dividend of 2.4 CNY per 10 shares, totaling 24.19 million CNY [4] Group 2: Business Operations - The main business includes the R&D, production, and sales of relay control components and fluid electromagnetic valves, with applications in various sectors such as home appliances, automotive manufacturing, and industrial control [3][5] - The company plans to innovate product categories and extend application fields while enhancing its R&D capabilities and team [3] - The company is actively considering expanding into overseas markets while maintaining a strong domestic presence [4][5] Group 3: Accounts Receivable Management - The increase in accounts receivable at the end of 2024 is primarily due to the growth in revenue, with major clients being high-credit customers [6] - The company maintains close communication with accounts receivable entities to ensure timely collection of payments [6] Group 4: Shareholder Information - As of March 31, 2025, the number of shareholders is 8,288 [4]

证券代码：300994 证券简称：久祺股份 公告编号：2025-003 久祺股份有限公司投资者关系活动记录表 | 投资者关系活动 | 分析师会议 √特定对象调研 □ | | --- | --- | | 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 | 详见附件 | | 人员姓名 | | | 时间 | 年 月 日 月 日（周三） 2025 5 6 (周二) 、5 7 | | 地点 | 上海新国际博览中心 W2 馆久祺股份有限公司展位 | | 上市公司接待人 | 1、董事会秘书兼财务总监 雍嬿 | | 员姓名 | 2、证券代表 陆佳骐 | | 投资者关系活动 | 1、今年公司业务复苏的原因，全年增速预期如何？ 答：主要原因是海外库存消化，加上海外市场需求恢复带来 业务复苏。 | | | 2、公司客户库存周期一般是多久，前几年库存高是什么原 | | | 因？ | | | 答：公司客户正常情况库存周期一般是 2-3 个月，包括销售、 | | | 款、下单到运输到销售等环节。近年库存高点 ...

Group 1: Financial Performance - The company's net profit for 2024 saw significant growth due to the continuous deepening of smart manufacturing and digital transformation at its subsidiary, Suzhou Electric Porcelain [1] - Suzhou Electric Porcelain has successfully completed the delivery of multiple key products for the State Grid's ultra-high voltage lines, enhancing product quality and service [1] - The subsidiary Suzhou Bearing has increased sales of high-value-added products and is expanding its global market presence, with overseas market growth showing higher gross margins than domestic [1] Group 2: Future Business Directions - The company is focusing on two main business segments: clean environmental equipment and high-voltage insulators, which will drive future development [2] - There is an emphasis on strengthening core competencies, enhancing research and development capabilities, and targeting high-end customers in key industries such as electronic information, healthcare, and renewable energy [2] Group 3: Market Expansion and Client Base - Jiangsu Sujing is expanding its market presence in three key industries: electronic information, healthcare, and renewable energy, with a focus on high-end clients [2] - Suzhou Electric Porcelain's products are gradually gaining influence in over 40 countries and regions, including Europe, America, and Australia, with a strong reputation for its "Lightning" products [3] Group 4: Mergers and Acquisitions - The company is actively seeking investment targets that align with its strategic development goals, with plans to disclose relevant information as required by law [2] Group 5: Production Capacity and Orders - Suzhou Electric Porcelain plans to increase production capacity and implement smart transformation measures to meet market demand and enhance product quality in 2025 [2] - Suzhou Bearing has not yet established partnerships with humanoid robot manufacturers and currently has no related revenue [3]

Financial Performance - In 2024, the company achieved operating revenue of ¥5,695,178,073.59, a year-on-year increase of 1.91% [1] - Net profit for 2024 was ¥213,487,437.36, reflecting a significant year-on-year growth of 366.42% [1] - For Q1 2025, operating revenue reached ¥1,278,360,881.91, up by 2.20% compared to the previous year [2] - Q1 2025 operating profit was ¥73,642,844.60, showing a year-on-year increase of 78.58% [2] - Net profit attributable to shareholders for Q1 2025 was ¥47,793,114.62, a remarkable increase of 3,542.85% [2] Sales and Market Dynamics - In 2024, external sales revenue was ¥315,621,561.84, accounting for 5.54% of total operating revenue, which is a decrease of 9.48% year-on-year [2] - The dye industry is characterized by intense competition, with major players including Zhejiang Longsheng, Runtu Co., and Jihua Group [3] - The downstream demand for the dyeing market remains strong as of the end of Q1 [4] Industry Challenges - The company’s direct export ratio is low, indicating minimal short-term impact from trade frictions; however, long-term effects may arise if tensions persist [4] - The domestic effective capacity for H acid is below 60,000 tons, leading to a supply gap of over 10% [5] - Current market prices for H acid are around ¥40,000 per ton, with expectations of a price increase [5] Strategic Initiatives - The company is implementing a "backward integration" strategy to enhance its supply chain, focusing on key intermediates [7] - The dye production system has been established to include a comprehensive industrial chain from thermal power to dye products [8] - In 2025, the company aims to deepen its focus on "internal control" and "innovation," enhancing operational efficiency and investor returns [8]

证券代码：301203 证券简称：国泰环保 杭州国泰环保科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □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 年度业绩说明会的全体投资者 | | 人员姓名 | | | 时间 | 2025 年 5 月 8 日（星期四）14:30-15:30 | | 地点 | 深圳证券交易所"互动易"平台 | | | （http://irm.cninfo.com.cn） | | 上市公司接待人 | 董事长 陈柏校先生 | | 员姓名 | 董事、财务总监 陈华琴女士 | | | 副总经理、董事会秘书 沈家良先生 | | | 独立董事 刘晓松先生 | | | 国信证券股份有限公司 徐怡先生 | | | 公司于 2025 年 5 月 8 日 14:30-15:30 通过网络互动方式，召 | | | 开了 2024 年度业绩说明会，就投资者关注 ...

Group 1: Company Performance - Mars Man's total revenue for 2024 is approximately CNY 1.376 billion, maintaining the leading position in the integrated stove industry for four consecutive years [2] - The net profit attributable to ordinary shareholders of the listed company is CNY 11.1512 million, indicating short-term performance pressure [2] Group 2: Industry Outlook and Company Strategy - The integrated stove industry is significantly impacted by real estate cycle adjustments and changes in consumer demand, leading to notable pressure in 2024 [2] - Mars Man is committed to high-end and professional strategies, focusing on solving kitchen smoke issues and maintaining long-term R&D investments to strengthen its competitive edge [2] - The industry is transitioning towards high-quality development, driven by technological innovation and upgraded consumer demands [3] Group 3: Investment Activities - The company has invested CNY 198 million in collaboration with Xiamen Zongheng Jinding Private Equity Fund Management Co., Ltd. to establish a venture capital partnership [3] - The fund has completed financial investments in three companies, including Beijing Xingdong Jiyuan, without holding controlling stakes [3] - The company emphasizes risk management and close monitoring of investment projects due to the uncertainties associated with venture capital [3] Group 4: Disclosure Information - The investor relations activity did not involve any undisclosed significant information [3]

Group 1: Industry Outlook - The renewable energy and new energy vehicle industries are experiencing rapid growth, with short-term fluctuations being normal [1] - Future developments in the photovoltaic and automotive lightweight sectors are expected to lead the green energy transition, improving the operational conditions of upstream and downstream companies [1] Group 2: Company Performance - In Q1 2025, the company achieved a revenue of 1.2 billion yuan, representing a year-on-year growth of 19.81% [2] - The net profit attributable to shareholders was 34.86 million yuan, a decrease of 15.12% compared to the same period last year [2] - The net profit after deducting non-recurring gains and losses decreased by 23.98% year-on-year [2] Group 3: Cost Reduction and Product Development - The new material photovoltaic aluminum frame's cost reduction can reach 7%-10%, influenced by fluctuations in aluminum ingot prices [2] - The old production line requires equipment and line modifications, which may result in lower cost reduction compared to the new production line [2] Group 4: Future Growth Drivers - The company aims to enhance the penetration rate of the new generation photovoltaic aluminum frame to increase unit profitability [2] - The development of components for new energy vehicles and recycled aluminum projects is expected to create a second growth curve [2] - The completion of the Malaysia project will significantly enhance the company's global strategic layout and future performance [2]

Group 1: Industry Overview - The steel industry has entered a "reduction and quality improvement" phase, with weak supply-demand balance due to slowing infrastructure and manufacturing sectors [4] - The company aims to leverage its engineering technology advantages to support clients in achieving high-quality development [4] - The company will shift focus from quantity to quality in project acquisition, emphasizing project effectiveness for stable growth [4] Group 2: International Market Expansion - In 2024, the company saw significant growth in overseas contracts, capitalizing on the expanding overseas steel market [5] - The company plans to maintain its international development strategy while exploring new markets in the Middle East and Africa [5] - The company has established a robust overseas business management system to mitigate risks associated with local political and economic factors [8] Group 3: Financial Performance - In 2024, the company achieved a net cash flow from operating activities of CNY 1.504 billion, a 9.95% increase year-on-year [7] - The company reported a 33.10% decline in revenue for 2024, but net profit increased by 9.69% due to optimized business structure and improved project management [12][13] - The company's gross profit margin for engineering projects was 13.61%, with domestic and overseas margins at 15.26% and 13.67% respectively [13] Group 4: Technological Innovation and R&D - The company has made significant advancements in low-carbon metallurgy technology, focusing on high-efficiency processes and equipment [23][24] - The company’s R&D efforts have led to the successful implementation of various low-carbon projects, including the world's first hydrogen-based direct reduction iron production line [24] - The company plans to enhance its digitalization efforts to improve operational efficiency and support technological innovation [18] Group 5: Environmental and Social Responsibility - The company has contributed over CNY 12 million to rural revitalization efforts, enhancing local economic development [27] - The company is committed to supporting low-carbon initiatives and has established a comprehensive environmental management system [25][26] - The company aims to align its operations with national carbon reduction goals, contributing to the steel industry's green transformation [22][29]