Group 1: Clinical Trials and Research Progress - The company is actively promoting the CKBA clinical trial for vitiligo, aiming to start by the end of 2025 [2] - The IIT study for vitiligo in children aged 2-12 is progressing, with data expected in Q4 of this year [2] - The company plans to initiate clinical trials for CKBA in treating rosacea once the II/III phase trial approval is obtained [3] Group 2: Financial Performance and Dividends - The company has maintained a stable cash dividend ratio, proposing a dividend of 2 CNY per 10 shares for the 2024 fiscal year [4] - Recent increases in R&D investment and declining sales in men's health products have led to short-term performance pressure [5] - The company is focusing on launching high-potential generic drugs to create new profit growth points [5] Group 3: Employee Stock Plan and Disclosure - The employee stock plan will disclose purchase details monthly for six months after approval at the shareholders' meeting [5] - The company is committed to adhering to disclosure regulations regarding the employee stock plan [5] - No undisclosed significant information was revealed during the earnings presentation [6]

证券代码：300146 证券简称：汤臣倍健 汤臣倍健股份有限公司 投资者关系活动记录表 编号：2025-010 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 2025 广东辖区上市公司投资者网上集体接待日暨中报业绩说明会 活动 参与单位名称及 人员姓名 通过网络平台参加公司 2025 年投资者网上集体接待日暨中报业绩说明会 活动的投资者 时间 2025 年 9 月 19 日 15:30-17:00 地点 广东省广州市黄埔区鱼珠街道黄埔大道东 916 号 上市公司接待人 员姓名 公司董事会秘书唐金银女士 投资者关系活动 主要内容介绍 会议采取互动问答形式，主要沟通内容如下： Q：请问，接下来汤臣倍健有没有新品发布计划？今年三季度各产品线有没 有销售亮点？——可不可以具体介绍一下？接下来对四季度及 2026 年一 季度营销铺排有没有新增安排？ 公司旗下各品牌会根据市场需求、技术创新等适时推出新品，并在营销 资源上有针对性地匹配投入，进一步扩大新品铺货率。今年公司各主要品牌 均有新品推出，其中通过技术创新实现维矿分层技术，有效提升营养成分的 ...

Group 1: Company Performance and Market Position - The company has seen steady growth in revenue across its main business sectors in the first half of 2025, with the engineering machinery sector remaining the largest contributor [4] - Significant revenue growth has been noted in the oil and gas, general machinery, and industrial automation sectors, indicating a positive trend in market expansion [4] - The company is actively working on domestic substitution in various industries, with specific progress being made in engineering machinery and other sectors [3] Group 2: Product Development and Innovation - The company is focusing on the localization rate of high-end materials, particularly in the high-performance PPDI new material system used in excavators and breakers [2] - Collaboration with leading clients in the robotics sealing sector is ongoing, with the company developing technical solutions and optimizing product forms [5] - The company is committed to deepening partnerships with core clients to enhance technology standards and product solutions in the robotics industry [5] Group 3: Customer Concentration and Revenue Stability - The company has observed changes in customer concentration over recent years, which has positively impacted revenue stability [4] - Continuous collaboration with core customers and the advancement of domestic production processes are expected to further stabilize revenue streams [4]

Group 1: Company Operations and Production - The Shaanxi Shenmu base is planned to have a production capacity of 600-1,000 million, and preparations for talent recruitment and training are currently underway [2] - The company's special cables can be applied to humanoid robots and industrial robots, with products already supplied to relevant enterprises [2] Group 2: Business Expansion and Market Presence - The company has operations in Xinjiang, covering multiple sectors, although the specific percentage of business in this region was not disclosed [2] - Recently, the company won a bid for a project with the China Institute of Atomic Energy, focusing on the supply of special cables for nuclear reactors, and is actively working on delivery [3] Group 3: Financial and Investment Activities - The implementation stage of the private placement has been reached, with announcements to be disclosed on the company's official channels [3]

长缆科技集团股份有限公司 证券代码：002879 证券简称：长缆科技 投资者关系活动记录表 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 2025 年湖南辖区上市公司投资者网上集体接待日暨 半年度业绩说明会活动 公司接待人员姓名 黄平 （董事、董事会秘书、财务负责人） 尚丹妮（IR） 参与单位名称及 人员姓名 线上参与"2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动"的投资者 时间 2025 年 9 月 19 日 14:00-17:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 形式 网络远程 交流内容及具体问答 记录 1、定增什么时候落地定增价格是多少 公司严格按照深交所上市规则等有关规定履行信息披露 义务，请您及时关注公司相关公告。 2、长缆科技是否有做市值管理？是否有做国产替代的电缆接 头？ 公司市值受公司基本面、宏观经济形势、证券市场活跃度、 国际形势等多个因素的影响。未来，公司将继续专心经营主业， 以良好的经营业绩，回报广大投资者。公司目前在高压、超高 压电缆附件 ...

中荣印刷集团股份有限公司 证券代码：301223 证券简称：中荣股份 编号：2025-002 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系 | √业绩说明会 | □媒体采访 | | 活动类别 | □路演活动 | □新闻发布会 | | | □其他（请文字说明其他活动内容） | □现场参观 | | 参与单位名称 | 投资者网上提问 | | | 及人员姓名 | | | | 时间 | 月 日（星期五）下午 9 19 15:30-17:00 | 年 2025 | | 地点/形式 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | | 用网络远程的方式召开业绩说明会 | | | 上市公司接待 | 董事长兼总经理黄焕然先生、董事会秘书陈彬海先生、 | | | 人员姓名 | 财务负责人赵琪先生 | | | | 投资者提出的问题及公司回复情况： | | | | 1、未来公司业绩的主要拉动点来自于哪里？通过什么吸引新客 | | | | | 户？ | | | 回复：公司将努力保持在日化、食品及保健品、消费电子等细分 | | | | ...

Group 1: Company Strategy and Innovations - The company is embracing technological changes by integrating "smart + cultural tourism" strategies, collaborating with Xiaoma Zhixing to enhance tourist experiences through service robots [2] - A strategic cooperation agreement was signed in the first half of 2025 to launch automated travel routes in Nansha, leveraging advanced autonomous driving technology [2] Group 2: Investor Relations and Communication - The company is committed to enhancing its competitiveness and profitability, aiming to provide stable and sustainable returns to shareholders through diversified communication platforms [3] - Various channels such as online performance briefings, investor hotlines, and interactive platforms are utilized to engage with investors [3] Group 3: Shareholder Actions and Market Management - Guangzhou Industrial Investment Holding Group, a major shareholder with over 5% stake, is subject to legal disclosure obligations regarding any shareholding changes [4][6] - The recent share reduction by the major shareholder was attributed to personal funding needs, not a lack of confidence in the company's future [6] Group 4: Business Development and Market Integration - The company is exploring new business models by integrating tourism with sports and other sectors, aiming to stimulate local cultural and economic growth [5][6] - The company is focused on leveraging its full industry chain advantages to enhance consumer engagement in cultural tourism [5]

Group 1: Company Orders and Financial Performance - The company has reported an increase in orders, with specific details available on the official website and WeChat account [2] - AI-related business revenue for the first half of the year reached 103 million CNY, with a positive outlook for the entire year [3] - Approximately 60% of AI revenue comes from the general ERP sector, while 40% is from intelligent manufacturing [3] Group 2: Product Development and Business Model - The company is set to launch a self-developed CAM software for the PCB industry next year [3] - The increase in contract assets is attributed to normal business operations and is not directly related to subscription or buyout models [3] Group 3: Investor Relations Activity - The investor relations activity was conducted online on September 19, 2025, with participation from the Chairman, General Manager, and Financial Director [2] - The event did not involve any undisclosed significant information [3]

Group 1: Shareholder Information - As of June 30, 2025, the total number of shareholders is 144,863 [2] Group 2: Company Performance and Future Plans - The company has planned ahead for its anime content, including films and related merchandise, to prepare for future performance improvements [2][3] - The company has not participated in the project related to the sale of 100,000 blind boxes [2] - The company is actively seeking to enhance its core competitiveness by learning from outstanding peers in the industry [3] Group 3: Risk and Compliance - The company does not face any delisting risk or other warning risks [3] - The employee stock ownership plan has been disclosed, and further details can be found in the relevant announcements [3] Group 4: Innovation and Content Development - The company adds thousands of minutes of new anime content each year, ranking high in the segmented industry for content volume [3] Group 5: Financial Forecast - Investors are advised to pay attention to the upcoming periodic reports for the third quarter and full-year performance forecasts [3]

4、公司半年报中提到的混合食材销售，具体是指哪些产品？ 您好！混合食材销售业务属于食品业板块，主要涵盖粮油、肉禽、水产、蔬菜、水果、 调味品等20个大类食材的全品类配送服务。该业务通过标准化流程实现规模化配送，覆盖信 宜市多家中小学及政府机关项目，服务6万余名师生用餐需求。"混合食材销售"业务是公司 向下游延伸，打通产业链的典型实践。感谢您的提问！ 5、"广弘3号"小白鸡在研发过程中有哪些创新举措，这些举措对品种成功培育有何意 义？ 广东广弘控股股份有限公司投资者关系活动记录表 编号：2025-03 | 投资者关系 | 特定对象调研 | □分析师会议 | □媒体采访 | | --- | --- | --- | --- | | 活动类别 | 业绩说明会 ☑ | □新闻发布会 | □路演活动 | | | 现场参观 | 电话会议 | 其他 | | 参与单位名称及人 | 投资者网上提问 | | | | 员名称 | | | | | 时间 | 2025年9月19日 (周五) 下午 15:30~17:00 | | | | 地点 | 公司通过全景网"投资者关系互动平台"（https://rs.p5w.net）采用网络 ...