证券代码：000408 证券简称：藏格矿业 藏格矿业股份有限公司投资者关系活动记录表 答：目前，老挝钾盐项目处探转采阶段，老挝发展已取得《资源 储量证》，《可研报告》通过首轮技术评审。2025 年 7 月，老 挝发展就地下开采系统充填研究攻关召开启动会，紫金集团副总 工程师带队攻关，项目科研与前期工程正按计划推进。后续项目 最新进展会按法律法规和交易所规定及时披露。 6、截止现在，我司是否收到新的察尔汗盐湖采权证？ 答：察尔汗矿区采矿证将于 2025 年 8 月 9 日到期，公司高 度重视并积极推进与主管部门的沟通和材料申报。藏格钾肥按照 逐级报送审批原则，向都兰县自然资源局、海西州自然资源局、 青海省自然资源厅、自然资源部提交了采矿权延续变更申请，目 前县州省三级均已审查完毕并下发了同意的审查意见，等待自然 资源部下发审查意见。自然资源部审查意见下发后，藏格钾肥可 根据自然资源部批复，办理新的《采矿许可证》。采矿证续期落 地的最终时间，需以主管部门完成对该方案的批复为准。公司将 持续密切关注审批进展，并严格遵循信息披露规则，及时、准确 地向广大投资者通报重要动态。再次感谢您对公司的理解与支 持！ 7、公司 ...

Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.075 billion CNY, a year-on-year decrease of 15.94% [2] - Net profit attributable to shareholders was 34 million CNY, down 83.12% year-on-year, while net profit excluding non-recurring items was 63 million CNY, a decrease of 68.24% [2] - The decline in revenue was primarily due to a reduction in agency product sales and increased competition in the domestic in vitro diagnostic market [2][4] Revenue Breakdown - Agency product sales revenue was approximately 200 million CNY, with an expected total for the year between 400-500 million CNY, projected to stabilize around 300 million CNY [10] - Self-owned product sales revenue was 872 million CNY, a decrease of 60 million CNY, representing a decline of 6.49% [2] - Self-owned instrument sales revenue reached 107 million CNY, a year-on-year increase of 44.48%, while self-owned reagent sales revenue was 765 million CNY, down 10.86% [6] Industry Analysis - The industry is experiencing intensified competition due to policy changes, shifting from an incremental market to a stock market [5] - The average ex-factory prices of biochemical, immunological, and clinical testing reagents have decreased due to increased competition [6] - The overall testing volume for biochemical tests decreased by 2%, while immunological tests increased by approximately 10% [10] Strategic Focus - The company is prioritizing the development of smart laboratories, which are expected to help hospitals reduce costs and improve efficiency [11] - A total of 16 smart laboratories have been signed, with 7 delivered, indicating a strong market acceptance [9] - The company aims to enhance its market share through existing products while focusing on long-term development strategies [9] Future Outlook - The current policy environment is expected to exert pressure on performance in the short term, but the company is adapting its strategy to focus on smart laboratory solutions [15] - The impact of collection policies on the sales of biochemical reagents is anticipated to stabilize over the next two years [10] - The company is well-positioned to leverage its capabilities in smart laboratory solutions, which are recognized by secondary and tertiary hospitals [13]

Group 1: Impact of Tariff Policies - The company has implemented measures to mitigate the impact of tariff policies, including accelerating global production capacity development by relocating some production to Vietnam and Indonesia [1] - The Vietnam factory has been delivering normally for nearly two years, while the Indonesian factory's capacity is expected to gradually release in the second half of the year [1] - The company is expanding its customer base and diversifying markets, focusing on traditional regions and "Belt and Road" countries, as well as capitalizing on domestic policy opportunities [2] Group 2: Revenue Changes and Strategic Adjustments - Revenue from asset management information smart terminals has dropped by 54.80% year-on-year, while emerging businesses like animal tracking and video telematics have seen significant growth [2] - The decline in smart terminal revenue is attributed to regional tariff policies causing customers to adopt a wait-and-see approach [2] - The company is focusing on high-value customized products to enhance profitability in the asset management sector while investing in emerging business areas as growth engines [3] Group 3: Investment in AI and Future Growth - A wholly-owned subsidiary focused on frontier industry investments was established in the first half of 2025, with operations progressing well [4] - The subsidiary aims to innovate in AI-related technologies and products, targeting young consumer demands with smart interactive products [4] - The company plans to deepen its focus on visual algorithm development and expand into the AI toy market, integrating technology with consumer preferences [4] Group 4: Institutional Investor Confidence - As of the first half of 2025, the number of institutional investors holding the company's stock has decreased to 1 from 52 in the same period of 2024 [5] - The company aims to improve investor confidence by enhancing performance, expanding emerging business areas, and increasing communication with institutional investors [6] - The company emphasizes shareholder returns, with a cash dividend of 100 million yuan in 2024, totaling 390 million yuan since listing, accounting for 35% of net profit [6] Group 5: Supply Chain Management - Global supply chain uncertainties have posed challenges to production and delivery [6] - The company is tracking political and economic risks in supplier countries and has implemented strategic reserves to mitigate supply cycle fluctuations [6] - Since 2020, the company has been replacing some core components with domestic alternatives, which has successfully maintained product quality and reduced costs [6]

Group 1: Investor Relations Activities - The company organized a high-end agricultural product innovation seminar on August 2, 2025, where it signed strategic cooperation agreements with Costa and Zhongke Yuandian [2][3] - Participants included representatives from various securities firms, indicating a broad interest in the company's activities [3] Group 2: RWA Asset Development - The company is actively researching the RWA (Real World Asset) pathways for high-end agricultural products and water assets, leveraging partnerships with intermediaries [4] - The agricultural division has established high-value crop cultivation businesses, including collaborations with US-based companies [4] Group 3: Flood and Drought Prevention Systems - The company's flood and drought disaster prevention systems are operational in over 20 provinces and 2000 counties, showcasing its extensive reach and technical capabilities [5] - The Beijing flood prevention command platform, built by the company, provides precise data support with millimeter-level accuracy [5] Group 4: Strategic Acquisitions and Collaborations - The company is preparing to participate in the bidding for the Huai'an Design Institute, which has a strong track record in water conservancy design [6][7] - A strategic cooperation agreement has been signed with Huai'an Design Institute to enhance project collaboration [6][7] Group 5: Agricultural Water Conservancy Policies - Recent national policies support increased investment in agricultural water conservancy, providing a favorable environment for future orders and revenue growth [8][9] - The company plans to leverage national strategies for water conservancy and rural revitalization to expand its project portfolio [9] Group 6: Technological Integration and Development - The company aims to integrate modern technologies such as IoT, cloud computing, and AI with traditional water conservancy and agriculture sectors to enhance productivity [9] - Continuous investment in R&D is emphasized to drive innovation and improve industry standards [9]

Group 1: Investor Relations Activities - The company held an RWA Era High-end Agricultural Products Innovation Seminar on August 2, 2025, in Tianjin, where strategic cooperation agreements were signed with Costa and Zhongke Yuandian [2][3]. - Participants included representatives from various securities firms and investment funds, indicating a broad interest in the company's activities [3]. Group 2: Business Development and Strategy - The company is actively researching pathways to integrate high-end agricultural products with water resources assets, leveraging partnerships with brokers and relevant entities [4]. - The company has established a leading position in high-standard farmland construction and operation, with significant experience in agricultural water conservancy and intelligent irrigation systems [4]. Group 3: Disaster Prevention and Management - The company's disaster prevention systems, developed by Huitu Technology, are operational in over 20 provinces and 2000 counties, providing real-time data for flood and drought management [5]. - The Beijing flood prevention command platform, built by Huitu Technology, demonstrates the effectiveness of the company's technology in providing precise data support [5]. Group 4: Mergers and Acquisitions - The company is preparing to participate in the bidding for the Huai'an Design Institute, which has a strong track record in water conservancy design [6][7]. - Successful acquisition of the Huai'an Design Institute is expected to enhance the company's capabilities in complex project designs and facilitate participation in significant projects like the Yarlung Tsangpo River Hydropower Station [7]. Group 5: Policy and Market Outlook - Recent national policies supporting agricultural water conservancy are expected to drive future orders and revenue growth for the company [8][9]. - The company plans to expand its national footprint and leverage integrated solutions to capitalize on opportunities presented by national strategies such as "Water Conservancy Power" and "Rural Revitalization" [9]. Group 6: Technological Integration - The company aims to enhance its technological capabilities by integrating modern technologies such as IoT, cloud computing, and AI with traditional water conservancy and agriculture sectors [9].

Group 1: Investor Relations Activities - The company held an RWA Era High-end Agricultural Products Innovation Seminar on July 2, 2025, where strategic cooperation agreements were signed with Costa and Zhongke Yuandong [2][3] - The seminar involved discussions on recent business developments and responses to investor inquiries [3][4] Group 2: Agricultural and Water Management Initiatives - The company is actively researching pathways to integrate high-end agricultural products with water assets, leveraging partnerships with brokers and relevant entities [4] - The company has established a leading position in high-standard farmland construction and operation, with significant experience in agricultural water management [4] Group 3: Flood and Drought Prevention Systems - The company's flood and drought disaster prevention systems are operational in over 20 provinces and 2,000 counties, providing real-time monitoring and precise data for local flood control decision-making [5] - The technology has been successfully implemented in platforms like the "Beijing Water and Drought Disaster Prevention Comprehensive Command Platform," showcasing its effectiveness [5] Group 4: Strategic Acquisitions and Collaborations - The company is preparing to participate in the bidding for the Huai'an Design Institute, which has a strong track record in water conservancy design [6][7] - A strategic cooperation agreement has been signed with Huai'an Institute to enhance collaboration in technology and resources [6] Group 5: Policy and Market Opportunities - Recent national policies have increased investment in agricultural water conservancy, providing a favorable environment for future orders and revenue growth [7] - The company plans to expand its national footprint and leverage integrated solutions to align with national strategies for water conservancy and rural revitalization [7]

证券代码：002415 证券简称：海康威视 杭州海康威视数字技术股份有限公司投资者关系活动记录表 编号：2025-8-2 | 投资者关系 | □特定对象调研 □分析师会议□现场参观 | | | | | --- | --- | --- | --- | --- | | 活动类别 | □媒体采访 √业绩说明会 | □新闻发布会 | | | | | □路演活动 □其他 （） | | | | | | Atebin Capital Mathew Vanover；Black Rock Globallimited | | 神玉飞；IGWT Investment 廖 | | | | 克铭；安和(广州)私募 王珏；北大方正人寿保险 | 孟婧、付丹婷；北京诚旸投资 | 尹竞超； | | | | 北京枫泉资管 陶静；北京高信百诺资管 | 李广帅；北京缪斯金服资管 | 韩月；北京润泽财富 | | | | 资管 郑旭；北京神农资管 汪洋；北京盛曦资管 | 吕心渊；北京源阖资管 | 刘春昊；博时基金 | | | | 谢泽林、符昌铨；博裕资本资管 | 姜涵奕；财通证券 郭琦、杨烨、吴姣晨、郑元昊；财通证 | | | | | 券资管 邓芳程； ...

Group 1: Company Strategy and Growth - The company initiated a second entrepreneurship in 2015, focusing on "unmanned and less manpower" in specific sectors such as finance, logistics, and healthcare, forming a strategic layout of "one body, two wings, and eight major businesses" [5] - The three strategic growth curves include: 1. First curve: stable growth in printing, scanning, and smart terminal products, expected to support revenue and profit growth in the next 2-3 years 2. Second curve: new retail operations and logistics automation, aimed at rapid growth in the next 3-5 years 3. Third curve: key component business, focusing on long-term competitive advantages over the next 5-7 years [5] Group 2: Financial Performance - In 2024, the company achieved revenue of CNY 2.376 billion, a year-on-year increase of 8.52%, and a net profit of CNY 48.54 million, up 152% [6] - The revenue composition includes: - Printing and scanning products: CNY 446 million (18.78%) - Smart self-service terminals: CNY 513 million (21.61%) - Smart financial devices: CNY 502 million (21.11%) - Smart logistics equipment: CNY 164 million (6.91%) - New retail operations: CNY 355 million (14.93%) - Key components: CNY 290 million (12.21%) [7] Group 3: Market Expansion and Product Development - The company has established long-term partnerships with leading logistics firms in Europe, expanding its market share in countries like Germany and Greece, with overseas revenue reaching CNY 999.2 million, a 24% increase, accounting for 42% of total revenue [7][10] - The logistics automation segment focuses on providing comprehensive solutions, including core components and integrated services, maintaining a leading market share in products like single-item separation and linear sorting machines [8] Group 4: Future Growth Areas - The smart financial devices segment is expected to grow due to domestic market trends, including the need for cash management solutions and the replacement of aging equipment, with an estimated market of 500,000 to 600,000 units [11][12] - The new retail operations are characterized by technological innovation and a focus on both public and commercial points, aiming to create a differentiated competitive advantage through a dense network of service points [13][14]

Group 1: Investor Relations Activities - The investor relations activities included specific object research and participation from various funds and securities firms [2][3][4] - The event took place on July 31 and August 1, 2025, at the subsidiaries of the company [3][4] - Key attendees included executives from the company and its subsidiaries, such as the Vice Presidents and independent directors [4][5] Group 2: Research Activities - On July 31, activities included site visits to the underground mining areas and various facilities of Yinman Mining [4] - On August 1, the focus was on visiting the underground operations of Yubang Mining and the scheduling room [4][5] Group 3: Key Questions and Responses - The progress of Yinman Phase II has received project approval and is in communication with local authorities for construction permits [5][6] - Yubang Mining's 8.25 million tons expansion project is awaiting emergency management approval for construction [5][6] - The company aims to maintain silver and tin as core businesses while gradually integrating copper and gold resources [5][6] Group 4: Production and Resource Estimates - Yubang Mining's expansion is projected to yield an annual output of 450 tons of silver once fully operational [5][6] - Yinman Mining's current production capacity is 1.65 million tons per year, with plans to double output after the expansion [6][7] - The company is actively exploring and investing in mineral resources, with significant drilling efforts in Morocco indicating promising mineralization [7][8]

股票代码：002747 股票简称：埃斯顿 南京埃斯顿自动化股份有限公司 2025 年 7 月 2 日-8 月 1 日投资者关系活动记录表 编号：2025004 | 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（电话会议） | | | | | 参与单位名称及人员姓名 | 2025年7月2日10:00-11:30 现场 | | | | | | Wexford、华泰证券共2人。 | | | | | | 2025年7月17日14:00-15:00 电话会议 | | | | | | 美银证券 、 3w Fund Management Llc | | 、 | Ai | | | Squared Management Limited | | | 、 | | | BeaUnionInvestment 、 Bluecrest Capital | | | | | | Management (Uk ...