证券代码:300049 证券简称:福瑞股份 公告编号: 2024-037 内蒙古福瑞医疗科技股份有限公司 关于参加内蒙古辖区上市公司 2024 年投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 __ 为进一步加强与投资者的互动交流,内蒙古福瑞医疗科技股份有限公司(以下简称 "公司"）将参加由内蒙古证监局、内蒙古上市公司协会与深圳市全景网络有限公司联 合举办的"内蒙古辖区上市公司 2024 年投资者网上集体接待日活动"，现将相关事项 公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参与本次 互动交流,活动时间为 2024 年 8 月 9 日 (周五) 15:00-17:00。届时公司高管将在线就 公司 2023 年度业绩、公司治理、发展战略、经营状况、融资计划、股权激励和可持续 发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 内蒙古福瑞医疗科技股份有限公司董事会 二零二四年 ...

证券代码: 600988 证券简称:赤峰黄金 公告编号: 2024-047 赤峰吉隆黄金矿业股份有限公司 关于参加内蒙古辖区 2024 年投资者网上集体接待日 活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为进一步加强与投资者的互动交流,赤峰吉隆黄金矿业股份有限公司(以下简 称"公司")将参加由内蒙古证监局、内蒙古上市公司协会与深圳市全景网络有限 公司联合举办的"内蒙古辖区上市公司 2024 年投资者网上集体接待日活动",现 将相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参与本 次互动交流，活动时间为 2024 年 8 月 9 日（周五）15:00-17:00。 届时公司高管将在线就公司 2023 年度业绩、公司治理、发展战略、经营状况、 融资计划、股权激励和可持续发展等投资者关心的问题,与投资者进行沟通和交流, 欢迎广大投资者踊跃参与！ 特此公告。 赤峰吉隆黄金矿业股份有限公司 董 ...

证券代码: 601216 证券简称:君正集团 公告编号:临2024-037号 内蒙古君正能源化工集团股份有限公司 关于参加内蒙古辖区上市公司 2024 年投资者 网上集体接待日活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为进一步加强与投资者的互动交流，内蒙古君正能源化工集团股份有限公 司（以下简称"公司"）将参加由内蒙古证监局、内蒙古上市公司协会与深圳 市全景网络有限公司联合举办的"内蒙古辖区上市公司 2024 年投资者网上集体 接待日活动"，现将本次活动的相关事项公告如下： 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 （https://rs.p5w.net）或关注微信公众号"全景财经"，或下载全景路演 APP 参 与本次互动交流，活动时间为 2024 年 8 月 9 日（星期五）15:00-17:00。届时， 公司董事长张海生先生,总经理乔振宇先生,独立董事郝银平先生和财务总 监、董事会秘书杨东海先生将在线就公司 2023 年度业绩、公司治理、发展战 略、经营状况和可持续发展等投资者关心的 ...

证券代码: 600201 证券简称:生物股份 金宇生物技术股份有限公司 关于参加内蒙古辖区 2024 年投资者 网上集体接待日活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为进一步加强与投资者的互动交流，金宇生物技术股份有限公司（以下简 称"公司"）将参加由内蒙古证监局、内蒙古自治区上市公司协会与深圳市全景 网络有限公司联合举办的"内蒙古辖区上市公司 2024 年投资者网上集体接待日 活动"，现将相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net）,或关注微信公众号:全景财经,或下载全景路演 APP, 参与本次互动交流,活动时间为 2024年 8 月 9 日（周五） 15:00-17:00。届时 公司高管将在线就公司 2023 年度业绩、公司治理、发展战略、经营状况、融资 计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交 流，欢迎广大投资者踊跃参与！ 特此公告。 金宇生物技术股份有限公司 董 事 会 二〇二四年八月六日 ...

公告编号: 2024-090 证券代码: 300627 证券简称:华测导航 上海华测导航技术股份有限公司 关于举办投资者接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 为更好与投资者沟通交流,便于广大投资者深入全面地了解上海华测导航技 术股份有限公司（以下简称"公司"）情况，公司拟举办投资者接待日活动,现 将有关事项公告如下： 1、接待时间：2024年8月9日（星期五）下午14:00-16:00 2、接待地点：上海市青浦区崧盈路577号华测时空智能产业园C座二楼会议 室 3、公司主要参与人员:公司董事长赵延平先生,公司副总经理、董事会秘 书孙梦婷女士（如有特殊情况，参会人员会有所调整） 4、预约方式:为更好的安排本次活动,请有意参与此次活动的投资者通过 扫描下方二维码进行预约报名或将附件一预约登记表及身份证明文件发送至下 述指定邮箱，以便公司做好接待登记和安排。预约时间: 2024年8月8日17:00前。 如有疑问，可拨打电话进行沟通确认。 联系人:付争妍 电话: 021-64950939 电子邮箱:huace@huace.cn 证券代码:3 ...

编号：临 2024-019 | --- | --- | --- | --- | --- | |-------|------------------|-------|--------------------------|-------| | | | | | | | | A 股代码 600295 | | A 股简称 鄂尔多斯 | | | | B 股代码 900936 | | B 股简称 | | 内蒙古鄂尔多斯资源股份有限公司 关于参加内蒙古辖区上市公司 2024 年投资者 网上集体接待日活动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 会议召开时间: 2024年８月９日（星期五）下午 15:00-17:00 ● 会议召开平台:深圳市全景网络有限公司网上平台,投资者可登录"全 景路演"(http://rs.p5w.net),或关注微信公众号:全景财经,或下载全景 路演 APP，参与本次互动交流。 ● 会议召开方式:网络远程互动 ● 投资者可以在 2024 年 8 月 8 日 15:00 前将需要了解的情 ...

Summary of Conference Call Notes on Su Mei Da Company Overview - Su Mei Da was established in 1978, originally as Jiangsu Mechanical Equipment Export Company, focusing on industrial product exports. The company underwent mixed ownership reform in 1998 and was listed in 2017 after restructuring with Changling Co. [2] Industry and Business Segments 1. Company Performance and Growth Points - The company reported a revenue growth of approximately 5% with a stable growth trend. The shipbuilding business generated revenue of 4.6 billion, contributing over 10% to total profits despite accounting for less than 4% of total revenue. Expected revenue and profit growth for 2024 is over 30%. The company commits to distributing 40% of net profit as dividends, with a consistent dividend payout ratio of around 40% from 2020 to 2023, exceeding 40% in 2023. Profit forecasts for 2024 to 2026 are 1.082 billion, 1.132 billion, and 1.174 billion respectively [1][10][17]. 2. Advanced Manufacturing Business - This segment includes outdoor power equipment, diesel generators, and shipbuilding. The shipbuilding orders extend to the first half of 2028, with 82 vessels ordered, ranking first globally in a specific category. Expected growth for the shipbuilding business is 30% in 2024, with subsequent growth stabilizing [3][11]. 3. Consumer Business - The consumer segment includes clothing exports, textile blankets, and branded school uniforms. The clothing export business consistently contributes over 10 billion in revenue, with the school uniform business exceeding 1 billion, collaborating with over 5,000 schools and benefiting from high gross margins [4][12]. 4. Environmental Business - The environmental segment encompasses clean energy and ecological protection. The company is involved in major wastewater treatment projects, contributing approximately 1.9 billion in revenue in 2023. Future developments will align with the Belt and Road Initiative, focusing on clean energy projects [5][13]. 5. Supply Chain Business - The supply chain primarily involves bulk commodity trading, with a low market concentration indicating growth potential. However, revenue from bulk commodities declined by 21.33% in 2022 due to demand fluctuations. The import business for electromechanical equipment remains stable, contributing around 15 billion in revenue [6][14][15]. Financial Status and Forecast - In 2023, total revenue exceeded 120 billion, with a stable net profit margin of 2.52%. The dividend payout ratio increased from 26.38% in 2019 to 42.80% in 2023, with future ratios expected to remain above 40%. Revenue growth is projected to decline from 7% in 2024 to 5% in 2026, while profit growth is expected to decrease from 5% to 3.7% [7][16][18]. Valuation and Market Outlook - The current valuation is around 9 to 10 times earnings, with a potential increase to 12 times by 2025, suggesting a market value between 12 billion and 13 billion. Compared to industry peers like CITIC Metal and Yulong Co., which have valuations of 16, 14, and 13 times, Su Mei Da's valuation is considered advantageous [19][20]. Key Takeaways - The primary growth driver for the company is the shipbuilding sector, while other segments are more susceptible to macroeconomic conditions. The company maintains a stable long-term dividend ratio above 40%, providing a reliable return for shareholders [20].

Summary of the Conference Call on Dameng Data Company Overview - **Company**: Dameng Data (达梦数据) - **Industry**: Database Software - **Position**: Leading domestic database provider in China, focusing on the development and commercialization of database software since the late 1970s [2][4][6] Key Points and Arguments Company Development and Financial Strength - Dameng Data has evolved from its origins in the late 1970s, with significant milestones including the development of China's first proprietary database operating system in 1988 [4] - The company has undergone several phases of product development, with a focus on core technology breakthroughs from 2013 to 2019, culminating in the launch of the W8 database software in 2019, which filled a significant gap in the domestic market [6][7] - The company has seen robust revenue growth, with a reported revenue increase of 15.44% and a net profit increase of 10.4% in 2023 [15][14] Industry Growth and Market Position - The database industry is characterized as a foundational software sector, essential for data management and security in IT infrastructure [7][8] - The global database market is projected to exceed $100 billion by 2024, with China's market expected to grow from approximately 40.37 billion yuan in 2022 to 122.68 billion yuan by 2027, reflecting a compound annual growth rate of 26.1% [24][25] - Dameng Data's market share is approximately 2.73%, positioning it as a significant player among domestic competitors [31] Competitive Advantages - Dameng Data emphasizes its proprietary technology, with 100% self-developed core source code, which enhances its security and reliability [36][45] - The company has established a comprehensive product ecosystem, focusing on database management systems and integrated software solutions, which account for 92% of its revenue [15][12] - The company has a strong focus on compatibility with existing systems, allowing for seamless migration from foreign database solutions [41][44] Strategic Partnerships and Market Focus - The company has strategic ties with China Electronics Group, which holds an 18.9% stake, enhancing its market influence [10] - Dameng Data is actively expanding its presence in key sectors such as government, finance, and energy, with a notable shift in revenue sources as the government sector's contribution decreased from 58.87% to around 30% [21][22] Risks and Future Outlook - Potential risks include increased competition in the database market and the possibility of optimistic revenue projections not being met [50][51] - Despite these risks, the company is positioned for long-term growth, supported by ongoing investments in product development and market expansion [49][50] Additional Important Insights - The company has a well-structured management team with extensive industry experience, which is crucial for driving innovation and strategic direction [11] - Dameng Data's business model primarily relies on software licensing, with a high gross margin of 95.81% in 2023, indicating strong profitability [18][19] - The company is committed to maintaining a steady growth trajectory while exploring new market opportunities and technological advancements [48][49]

因为最近这个市场对一些这个宏观的一些因素包括油价包括贸易贸易这个壁垒以及这个一系列的一些问题包括公司的内部的一些治理的一些变化以及这个新领域的一些扩张的一些变化都有些质疑那其实跟年初一样 但是最近可能大家担心的问题可能会更多一些然后所以我们把这个公司的这个深度再做一个重要的一个这个更新和重申然后回头我们再讨论一下这个整个最近的一些变化 那站在这个时点来看的话我们觉得后续的整个公司应该都是朝着非常这个确定性的一个方向去发展那我就先不耽误各位领导的时间了那首先请我们更新师邵俊宇给各位领导汇报一下万华的一个深度 好的好的,谢谢宋老师,然后各位领导大家下午好,我来就是在这个时点就是还是想跟大家从基本面或者从价值的角度来看,去分析整个万华目前的一个情况,以及短期外界的环境,以及公司内部的一个变化,对于公司未来的一个价值,包括对于未来的一个投资性的这么一个方向,大概做一个这样的一个探讨吧。 然后先从基本面角度来看,然后随便我们在过程中再去讨论整个近期的一些变化,然后对公司未来到底有多大的一个影响。然后从整个公司的一个产业布局角度来看呢,公司基本上是有四大核心的五大核心的一个基地啊,做一个布局,国内主要有4个。 一个是烟台 ...

Summary of the Conference Call for Shandong Sanyuan Biotechnology Co., Ltd. Company Overview - Shandong Sanyuan Biotechnology Co., Ltd. was established in 2007, focusing on the fermentation production of erythritol, a high-tech biological enterprise dedicated to the production and research of multifunctional sugars [4][6][10]. Key Industry Insights - The company is facing challenges due to the European Commission's preliminary ruling imposing a 156.7% anti-dumping duty on erythritol products from China, which contributed 81.67% to the company's main business revenue in 2023 [10][11]. - The company reported that the affected products accounted for only 18.79% of its revenue during the investigation period, indicating a limited overall impact [11]. - The global erythritol market is experiencing a supply-demand imbalance, with China's production capacity reaching 380,000 tons/year against a global demand of 173,000 tons in 2022 [14][15]. Financial Performance - In 2023, the company's revenue and net profit decreased by 25.99% and 64.03% year-on-year, respectively, with a net cash flow from operating activities of 57 million yuan, down 31.99% [12]. - The gross margin for erythritol turned negative, dropping from 10.50% in 2022 to -1.11% in 2023, attributed to industry overcapacity and price wars [12][13]. Strategic Responses - The company is implementing cost control measures, including optimizing production processes and increasing automation to reduce energy costs and improve efficiency [12][13]. - To mitigate the impact of the anti-dumping duties, the company is customizing products for EU clients to reduce erythritol content below 90% and is promoting high-quality stevia as an alternative sweetener [11][12]. - The company is expanding its market presence in domestic and emerging markets such as Southeast Asia, India, the Middle East, and South America to reduce reliance on the EU market [11][15]. Product Development and Innovation - The company is focusing on new product development, including the production of allulose and tagatose, with a trial production of 10,000 tons of allulose already underway [17][20]. - The newly developed high-quality stevia has achieved scale production capabilities, with plans to expand to 3,000 tons/year based on market demand [19][20]. - The company is also addressing the cost challenges of tagatose production and aims to lower costs through technological advancements [16][17]. Market Outlook - The company anticipates a recovery in the erythritol market by December 2023, as excess capacity is expected to be gradually eliminated, restoring supply-demand balance [15][16]. - The company is optimistic about the market potential for its new products, particularly high-quality stevia, which is expected to contribute positively to revenue in the future [21]. Conclusion - Shandong Sanyuan Biotechnology Co., Ltd. is navigating significant challenges in the erythritol market due to regulatory changes and competitive pressures. However, through strategic innovation, market diversification, and product development, the company aims to stabilize its performance and enhance its competitive position in the industry [11][15][19].