Financial Performance - In 2024, the company achieved total revenue of 48.615 billion yuan and a net profit attributable to shareholders of 4.076 billion yuan, with a non-recurring net profit of 3.162 billion yuan, reflecting a year-on-year growth of 14.76% [3][4]. Business Segments Consumer Batteries - The consumer battery segment continues to lead, with ongoing enhancements in delivery capabilities and expansion into emerging markets such as BBU data centers, eVTOL, drones, and aircraft [3][4]. - The company expects a 20% year-on-year growth in the consumer battery segment for 2025 [8]. Energy Storage - The energy storage business saw a significant leap, with a total shipment of 50.45 GWh in 2024, representing a year-on-year increase of 91.90% [4]. - The company ranks second globally in energy storage cell shipments, with a 24.25% share of overseas direct sales in 2024 [7][8]. Power Batteries - The power battery segment experienced a 7.87% year-on-year growth, with shipments reaching 30.29 GWh in 2024 [4]. - The company holds a 12.15% market share in the domestic commercial vehicle battery market, ranking second [4]. Production and Capacity - The company’s Malaysian factory is progressing as planned, with energy storage production expected to commence in early 2026 [5][6]. - The company is enhancing production capacity utilization through line modifications and customer expansion, with expectations for steady improvement in 2025 [8]. Market Outlook - The company remains optimistic about the U.S. market despite uncertainties regarding tariff policies, with large-scale deliveries of energy storage orders anticipated to begin in 2026 [5][6]. - The cancellation of mandatory storage policies is expected to stimulate more application scenarios in the energy storage market [7]. Strategic Developments - The company is focusing on new technologies, including solid-state batteries and sodium batteries, with plans for pilot production lines in 2025 and gradual scale-up in 2026 [8]. - The company’s commercial vehicle solutions include a range of products for various applications, with ongoing performance iterations [8].

证券代码：300561 证券简称：*ST 汇 科 珠海汇金科技股份有限公司 投资者关系活动记录表 编号：2025-001 3、鉴于金融行业数字化转型加速，特别是《推动数字金 融高质量发展行动方案》的出台，准备如何具体布局以抓住这 一政策红利？ 答：尊敬的投资者您好！上述政策的推出，为金融科技行 业营造了良好的政策环境，带来新发展机遇，将促进行业的发 展壮大与转型升级。公司将充分发挥与银行客户运营安全防 范、现金及重控物品管理等业务提供智能化集中管控整体解决 方案，形成一体化服务为特点的经营模式，持续投入国产化、 信创可控、人工智能、大数据分析、物联网等前沿技术，加强 市场成果转化的同时，储备可助力银行客户设备改造提质增 效、升级换代的产品，释放市场潜力。通过以上研发技术提升、 产品布局和市场运作来寻求更好的发展机遇！感谢您对公司的 关注。 4、高管您好。请问贵公司本期财务报告中，盈利表现如 何？谢谢。 答：尊敬的投资者您好！公司 2025 年一季度实现销售收 入 1871.48 万元， 归属于上市公司股东的净利润 135.28 万 元，归属于上市公司股东的扣除非经常性损益的净利润为 109.51 万元。公司通 ...

证券代码：301210 证券简称：金杨股份 无锡市金杨新材料股份有限公司 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 巨杉投资、华创证券、中信证券、华宝兴业基金管理有限公司、 浦银安盛基金管理有限公司、广州云禧私募证券投资基金管理 有限公司、创金合信基金管理有限公司、光大保德信、中泰证 券、上海复胜资产管理合伙企业（有限合伙）、财通证券股份 有限公司、太平养老保险股份有限公司、华泰柏瑞、深圳正圆 投资有限公司、上海鑫垣私募基金管理有限公司、上海筌笠资 产管理有限公司、国信证券股份有限公司、上海利幄私募基金 管理有限公司、上海筌笠资产管理有限公司、国信证券股份有 限公司、上海利幄私募基金管理有限公司、红华资本管理(深圳) 有限公司、上海天驷资产管理有限公司、博时基金管理有限公 司、太平洋证券、上银基金、华夏财富创新投资管理有限公司、 兴银理财、长城财富保险资产管理股份有限公司、东北证券（自 营）、上海投言互联网科技有限公司、浙商基金、天风(上海) ...

证券代码：837174 证券简称：宏裕包材 公告编号：2025-032 湖北宏裕新型包材股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 活动时间：2025 年 4 月 25 日 15：00-16:00 活动地点：中证网"中证路演中心"（https://www.cs.com.cn/roadshow/yjsmh/） 参会单位及人员：通过网络方式参与公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：董事长、总经理朱少华先生，副总经理、财务负责人蔡 华女士，董事会秘书蒋慧婷女士，保荐代表人赵炜华先生。 三、 投资者关系活动主要内容 本次年度报告业绩说明会通过年报视频解读等形式，介绍公司基本情况，分 析行业情况与发展趋势，回顾公司 2024 年经营业绩情况及对未来发展展望。同 时，公司就投资者关心的问题进行了沟通交流，主要问题及回复如 ...

编号：2025-001 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 参会人员名单见后续附表 时间 2025 年 04 月 25 日(周五) 上午 8:30-9:30 地点 电话会议 上市公司接待人 员姓名 1、董事会秘书 朱彬； 2、投资者关系总监 邓子龙； 投资者关系活动 主要内容介绍 一、公司经营情况介绍 2024 年是公司深化转型、夯实基础、直面挑战的一年。 2024 年公司完成陆上装备业务的有序收缩及内部整合，原 塔筒与叶片业务整合为"风能装备事业部"。装备制造业务战略 重心聚焦风电海工装备，持续拓展产品边界，形成涵盖海上超大 型结构件、水下固定式基础、漂浮式平台、升压站、汇流站、海 洋牧场及特种船舶等多元产品体系。同时，公司零碳实业板块也 完成组织运营体系升级，于武汉中碳登大厦设立零碳实业事业部 总部，围绕电力交易、碳资产管理、绿证交易等核心能力进行团 队构建，组建了具备电力市场化交易实操经验的专业队伍，释放 绿色资产价值；同步打造专业的风电场建设与运维团队，强化从 资 ...

股票代码：002913 股票简称：奥士康 奥士康科技股份有限公司 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 | | 参与单位名称 | 线上参与公司 年度暨 年第一季度网上业绩说明会 2024 2025 | | | 的投资者 | | 时间 | 2025 年 04 月 25 日 15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长：程涌先生 | | | 董事、总经理：贺梓修先生 | | | 副总经理兼董事会秘书、财务总监：尹云云女士 | | | 独立董事：刘雪生先生 交流主要内容： | | | 1、Prismark 报告显示 2024 年全球 PCB 行业呈现结构 分化的复苏态势，预计全年产值将达到 733.46 亿美元，同比 | | | 增长 5.5%。公司如何看待行业的这种复苏趋势？ | | | 回复： ...

证券代码：301310 证券简称：鑫宏业 无锡鑫宏业线缆科技股份有限公司 投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 ☑业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他 | | 参与单位名称及 | 无锡鑫宏业线缆科技股份有限公司 2024 年度业绩说明会采用 | | 人员姓名 | 网络远程方式进行，面向全体投资者 | | 时间 | 2025 年 4 月 25 日 星期五 下午 15：30-17:00 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn | | | "云访谈"栏目 董事长、总经理：卜晓华 | | 上市公司接待人 | | | | 董事、副总经理：孙群霞 | | | 副总经理、董事会秘书：丁浩 | | 员姓名 | 财务总监：徐吉军 | | | 独立董事：黄亮 | | | 问题一：高管您好，请问您如何看待行业未来的发展前景？谢 | | | 谢。 | | | 答：尊敬的投资者，您好！在新能源革命与智能化浪 ...

Group 1: Company Performance Overview - In 2024, the company achieved a business volume of 22.729 billion pieces, a year-on-year increase of 29.8% [1] - The market share reached 13.0%, up by 0.83 percentage points compared to the previous year [1] - Revenue for 2024 was CNY 47.17 billion, reflecting a growth of 15.3%, with express delivery revenue at CNY 46.65 billion, up 19.3% [1] Group 2: Cost and Profitability Metrics - The single-piece express delivery cost was CNY 1.94, a decrease of CNY 0.21 year-on-year [2] - The net profit attributable to shareholders for 2024 was CNY 1.04 billion, a significant increase of 205.2% [2] - Operating cash flow for 2024 was CNY 3.94 billion, with capital expenditure at CNY 3.25 billion, indicating improved free cash flow [2] Group 3: Strategic Initiatives and Future Plans - The company plans to enhance profitability through revenue growth and cost reduction, focusing on expanding reverse and scattered parcel volumes [2] - Capital expenditure is expected to maintain 2024 levels, with daily throughput capacity projected to exceed 90 million pieces by 2025 [2] - The company is exploring the use of unmanned vehicles for last-mile delivery to improve efficiency and reduce costs [3] Group 4: Market Trends and Challenges - The shift of foreign trade enterprises to domestic sales is anticipated to boost demand in the logistics sector [3] - The company aims to balance market share and profitability by focusing on economic express delivery and leveraging artificial intelligence [3] - The recent cancellation of the "refund only" policy by e-commerce platforms is expected to optimize the e-commerce environment, although its immediate impact on delivery volume remains unclear [3]

Financial Performance - In 2024, the company achieved a total revenue of 15.46 billion CNY, representing a year-on-year growth of 24.1%, meeting the established target [2] - Domestic market revenue was 12.336 billion CNY, accounting for approximately 80% of total revenue; overseas market revenue was 3.122 billion CNY, accounting for about 20% [2] - The company secured new orders worth 21.5 billion CNY in 2024, fulfilling the set goal [2] - Net profit attributable to shareholders was 2.05 billion CNY, a year-on-year increase of 31.4%; the net profit excluding non-recurring items was 1.88 billion CNY, up 32.2% year-on-year [2] Revenue Structure - The revenue structure is primarily dominated by the power distribution and transmission industry, with the automotive electronics sector contributing a relatively low proportion [3] Overseas Market Growth - The rapid growth in the overseas market in 2024 is attributed to the company's long-term commitment to overseas strategies and continuous investment in products and markets [4] - Key regions for overseas business include Europe and the Middle East (UK, Italy, Saudi Arabia, Kuwait), the Americas (Central and South America), Central Asia, Asia-Pacific (Southeast Asia), and Africa [5] R&D Investment - In 2024, the company invested 1.11 billion CNY in R&D, a 21.07% increase compared to the previous year [8] - The focus of R&D investment includes new product development, basic research, and key areas such as environmental products, automotive electronics, and energy storage [8] Inventory and Management - The increase in inventory indicates significant room for improvement in planning and inventory management [10] - The company is reflecting on and improving its inventory management practices [10] Industry Challenges - The transformer industry currently faces supply-demand imbalances, with insufficient supply capacity amid high demand growth [12] - The company is actively planning and investing in environmental product technology to meet market demands [13] Profitability in Overseas Markets - The gross profit margins in overseas markets vary significantly based on region, product, and customer, influenced by economic conditions, product mix, and operational costs [14]

投资者关系活动记录表 编号：2025-006 | | ☑特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活 | □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 | □电话会议 | | | □券商策略会 | | | | 兴业证券：石砾、石康、祁佳仪；中银国际证券：陆莎莎； 富安达基金：栾庆帅；华融证券：毛晓光；创金合信基金： | | | | 李晗；华夏基金：胡斌；南银理财：邹昊；江信基金：杨 | | | 参与单位名称 | 凡；太平基金：陈豪；华泰柏瑞基金：盛豪；中航基金： | | | 及人员姓名 | 杨中楷；北信瑞丰基金：石础；中欧基金：高松；恒健投 | | | | 资：张津源；浙商证券：许运凯；金鹰基金：金达莱；陆 | | | | 家嘴国际信托：江坤；信达澳银基金：陈一博；龙航资产： | | | | 沈振华；上海国际信托：陆方；广发基金：曾质彬。 | | | 时间 | 2025 年 4 月 25 日 | | | 公司接待人员 | 董事会秘书：吴亚光 | | | 姓名 | 财务总监：周珊 | | | | 一、公司基 ...