Group 1: Market Demand and Product Applications - The company focuses on the research, production, and sales of printed circuit boards (PCBs), including rigid multilayer PCBs (MPC), high-layer count boards (HLC), high-density interconnect boards (HDI), flexible circuit boards (FPC), flexible circuit board assemblies (FPCA), and rigid-flex boards (R-F) [1] - Emerging technologies such as artificial intelligence, next-generation networking, and automotive electronics are driving demand in related downstream application fields, prompting the company to accelerate capacity ramp-up of its Zhuhai project and optimize product structure [1] - The company’s PCB products can be applied in data center-related areas, including servers, storage devices, optical modules, and GPU accelerator cards [2] Group 2: Investment and Production Scale - The investment scale for the Thailand smart factory project (Phase I) is approximately 550 million yuan, with construction actively progressing [2] - The company is currently a secondary supplier to Huawei, primarily involved in mobile phones, tablets, and consumer electronics, but does not provide PCB substrates for Huawei's AI chips [2] Group 3: Stock Performance and Market Management - The company's stock price is currently at a lower level compared to peers, influenced by multiple factors, and the company encourages investors to view short-term market fluctuations rationally [2] - The company aims to strengthen communication with investors and enhance compliance information disclosure to share development achievements [2]

Group 1: Company Overview - The company is named Shenglan Technology Co., Ltd. with stock code 300843 and bond code 123258 [1] - The main products include consumer electronic connectors, new energy vehicle connectors, data communication connectors, and optical lenses [3][4] Group 2: Investor Relations Activity - The investor relations activity took place on September 19, 2025, from 15:30 to 17:00 via the Panoramic Network platform [2] - The event was attended by the company's chairman, financial director, and board secretary [2] Group 3: Production and Capacity - The company is currently constructing new production capacity, expected to be operational in the first half of next year [2] - The current production capacity utilization rate is reported to be sufficient to meet existing orders [3] Group 4: Market and Technology Development - The company is focusing on expanding market share in the liquid cooling technology sector and has made progress in micro-channel technology [4] - The company has received certifications from major clients such as AMD, Inspur, and Lenovo, indicating a shift towards domestic alternatives [3] Group 5: Financial Performance and Future Outlook - The company aims to enhance its core competitiveness through technology upgrades and market demand orientation, which will support long-term value creation for shareholders and creditors [3] - The company is committed to maintaining stable operations and leveraging convertible bond projects to drive performance growth [3]

| | 尊敬的投资者您好，我们经营管理层将会审慎考虑您的建 | | --- | --- | | | 议，感谢您对公司的关注。 | | | 4、未来 AI 眼镜有可能代替手机，我们惠威可以开展 AI 眼 | | | 镜吗 | | | 尊敬的投资者您好，公司当前还将继续深耕电子音响生产的 | | | 主营业务，新业务的开展需要审慎、综合地考虑，感谢您对公司 | | | 的关注。 | | | 5、惠威和腾讯云有合作开发硬件吗 | | | 尊敬的投资者您好，公司没有和腾讯云合作开发硬件，感谢 | | | 您对公司的关注。 | | | 6、你好，总经理，惠威科技如何提升市值？ | | | 尊敬的投资者您好，市值管理与公司经营情况有脱不开的关 | | | 系，近年来音响行业的竞争逐渐加剧，公司持续夯实业务基础， | | | 业绩有了很大的提升。公司今后将会继续聚焦主营业务，合理利 | | | 用并购手段，综合提升公司市值，感谢您对公司的关注。 | | 附件清单（如有） | | | 日期 | 2025-09-19 17:08:09 | 广东惠威电声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 ...

Group 1: Company Overview and Business Segments - The company focuses on three main business areas: smart cities and cloud platforms, smart healthcare and big health, and green dual carbon and digital energy [1][2] - It provides full lifecycle information solutions, from top-level design to platform operation in the smart city sector [2] Group 2: Product Development and Innovation - The intelligent inspection robot for buildings, developed and accepted in 2019, is designed to replace manual inspections and manage facilities, but has not yet been put into production [3] - The company is leveraging artificial intelligence in smart city operations and healthcare, with projects like the AI medical assistant "Xingzai" to enhance data utilization and decision-making [3][4] Group 3: Financial Performance and Client Relationships - The signing amount for smart healthcare projects has remained stable over the past three years, indicating strong client retention and satisfaction [4] - The company continuously optimizes its products and services to deepen relationships with core clients in the healthcare sector [4] Group 4: Future Plans and Collaborations - Currently, there are no specific plans to develop new robots or large models in the fields of smart healthcare and elderly services [5] - There is no ongoing project collaboration with Huawei in AI healthcare, although potential future cooperation is acknowledged [6]

证券代码：301396 证券简称：宏景科技 宏景科技股份有限公司投资者关系活动记录表 编号：2025-005 尊敬的投资者，您好！感谢您的建议！公司将持续以为股 东创造更多价值为目标，促进公司高质量发展。感谢您的关注。 5、请问宏景科技的芯片什么时候发布？ 尊敬的投资者，您好！公司是具备自主研发能力的智算中 心、智慧城市综合服务商，在算力业务方面，公司凭借多年的 创新研发团队建设、计算集群技术积累和持续的研发投入的基 础上，依托完善、高性价比的算力供应链及出色的供应链整合 能力，在丰富的智算资源池及大型客户服务经验的基础上，能 够根据客户需求，提供系统设计、设备供应、安装部署、测试 调优等销售及技术服务，可为客户提供 GPU 硬件采购、集算 力组网一体化解决方案，实现服务器的上架、集群、调优、组 网以达到客户要求的算力水平，从而为客户提供全方位、多元 化、高效、低成本的 AI 解决方案，以推动大模型应用持续创 新与发展。公司通过高速网络将分散的计算资源连接起来，形 成统一的、可弹性调度的计算能力池，以支持客户的高性能计 算、人工智能训练、大数据分析等任务，帮助客户实现算力的 高效聚合、协同共享，突破单机算力限 ...

Financial Performance and Goals - The company aims to achieve a revenue target of 300 million in 2025, which is a core objective for the year [3][5][8] - The company reported a revenue of 80 million in the previous year, indicating a significant increase is needed to meet the 2025 target [7] - The company is actively implementing cost control measures and enhancing operational efficiency to improve financial performance [3][6][15] Operational Strategies - The company is focusing on reducing costs and improving efficiency as part of its strategy to enhance financial health [3][6][15] - There is an emphasis on increasing the collection of accounts receivable to boost cash flow [3][6][15] - The company is exploring opportunities in emerging industries and optimizing resource allocation to drive growth [5][7] Business Development and Market Expansion - The newly established Beijing Yuntu Gaosi Technology Co., Ltd. will focus on technology services and promotion, with future business plans to be disclosed in subsequent announcements [1] - The company is committed to expanding both domestic and international markets to increase product sales and production capacity [5][8] - The company is considering mergers and acquisitions as a means to achieve sustainable growth and industry integration [7] Compliance and Legal Matters - The company is working on completing property transfer procedures to facilitate asset liquidation for operational funding [2][6] - The company has received a court ruling for compensation related to stock and property, which is expected to aid in financial recovery [6][7]

Group 1: Investor Relations Activities - The company participated in the "2025 Guangdong Online Investor Reception Day" on September 19, 2025 [2] - Key executives present included Chairman and President Mr. Luo Weiman, CFO Ms. Yang Bing, and several independent directors [2] Group 2: Customer Base and Market Expansion - The company primarily serves well-known clients such as Avery Dennison and Finotex, with plans to expand its customer base through product innovation and enhanced R&D capabilities [2][3] - The company is actively exploring collaborations with universities and research institutions for technology development [2][3] Group 3: R&D and Product Development - R&D investment increased by 13.92% year-on-year in the first half of 2025, focusing on new product development and upgrades [4] - Key projects include the development of the seventh-generation adhesive-free film and graphene transfer film for electronic devices [4] Group 4: Financial Performance - Investment income increased by 363.25% year-on-year, primarily due to cash management strategies involving large deposits and structured savings [6] - Inventory decreased by over 20 million compared to the beginning of the year, with a stock turnover rate of 8.92 times, indicating improved inventory management [7] Group 5: Production and Quality Control - The company has established a comprehensive quality control system and achieved ISO9001 certification, with several products passing international standards [3] - The company operates multiple production lines for functional films and masterbatches, enhancing its manufacturing capabilities [3] Group 6: Market Challenges and Strategic Responses - The company is addressing market challenges by focusing on value management and maintaining a stable dividend policy to enhance investor confidence [8] - Plans to utilize AI technology for optimizing supply chain management and customer service are in place, aiming to improve operational efficiency [8][9]

珠海汇金科技股份有限公司 投资者关系活动记录表 编号：2025-002 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：广东辖区 2025 年投资者网上集体接待日活动 参与单位名称 及人员姓名 参加公司 2025 年投资者网上集体接待日活动的投资者 时间 2025 年 9 月 19 日（星期五）15:30-17:00 地点 "全景路演"网站（http://rs.p5w.net） 上市公司接待 人员姓名 董事长：陈喆 董事、总经理：马德桃 董事、董事会秘书：李佳星 独立董事：杨国梅 副总经理、财务总监：孙玉玲 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，主 要问答情况如下（已合并相似问题）： 1、公司现在的股东人数是多少？请介绍公司现在订单饱 和程度？与 23 年、24 年同期相比较 答：尊敬的投资者您好，截至 2025 年 9 月 10 日，公司股 东总户数（未合并融资融券信用账户）为 31248 户。有关公司 业绩情况请以后续定期报告为准。感谢您对公司的关注！ 2、请问 ...

Group 1: Core Competitiveness - The company has a strong R&D capability in polyether polyol products, with an annual production capacity of 20,000 tons, ensuring stable quality and consistency [1] - The company has established a five-year customized supply agreement with China National Offshore Oil Corporation (CNOOC) and a three-year cooperation framework agreement with Huizhou Yuananda, positioning itself as a core supplier for polyether polyol products [1] Group 2: International Market Expansion - The company is closely monitoring overseas market opportunities, particularly in Europe, where high energy costs have diminished local chemical production capabilities [2] - There is significant interest from international clients in the company's products, and the company is prepared to expand its overseas market presence when conditions are favorable [2] Group 3: Industry Leadership and Applications - The company specializes in the concrete admixture industry, focusing on polycarboxylate superplasticizers and offering customized products based on client needs [3] - The company's products have been successfully applied in major projects such as the Hong Kong-Zhuhai-Macao Bridge and the Guinea Amari Hydropower Station, demonstrating high customer recognition and extensive engineering service experience [3]

证券代码：000987 证券简称：越秀资本 编号：2025-005 广州越秀资本控股集团股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他（投资者集体接待日） | | 活动介绍 | 参加2025年广东辖区上市公司投资者关系管理月活动，与广大 | | | 投资者在线交流公司经营管理情况。 | | 时间 | 2025 年 9 月 19 日 15:30—17:00 | | 形式 | "全景网"资本市场路演互动平台 董事长：王恕慧 | | 上市公司 | | | | 副董事长、总经理兼董事会秘书：吴勇高 | | | 独立董事：刘中华 | | 接待人员姓名 | 独立董事：冯科 | | | 财务负责人（代）：潘永兴 | | | 1、新能源业务上半年实现营业收入 24.23 亿元，同比增长 | | | 122.69%，这个增长速度非常快。请问公司目前在新能源领域 | | | 有哪些核心竞争力？ | | | 答：投资者您好！越秀新能源具有以 ...