| | 公司 9 月末合同负债 2.32 亿，均为已签订合同的预收款项 | | --- | --- | | | 执行，未来的订单情况请关注公司披露的公告，谢谢！ | | | 5、截止目前，与新能源汽车客户的合作订单增长情况如何？ | | | 您好！目前我们的智能物流装备和固态电池装备主要客户是 | | | 锂电池生产厂商。谢谢！ | | | 6、与海外知名车企完成带料测试与送样生产，什么时候完 | | | 成合作签约?签约额预估有多少？ | | | 您好！目前海外知名车企处于带料测试和送样状态中。谢谢！ | | | 7、目前，全固态电池生产线进入国内电池厂商有哪几家? | | | 正在带料测试的有哪几家? | | | 您好！已经签署海希通讯 合同，还有一些正在商 200MWH | | | 务沟通中。在公司测试的有数家知名电池企业。谢谢！ | | 附件清单（如有） 无 | | | 日期 | 2025-12-02 | 深圳市全景网络有限公司 苏州华亚智能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 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 √ 业绩 ...

编号：2025-004 | | 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 | | 参与单位名称 及人员姓名 | 中金公司 沈旸 武雨欣 | | 时间 | 2025年12月2日 | | 地点 | 公司 | | 上市公司接待 | 副总经理、董事会秘书 郑铭 | | 人员姓名 | 财务总监 项金宏 | | | 证券事务代表 杨斌 | | | 一、我们了解到公司产品已经进入山姆超市渠道，已经过了考核 | | | 期吗，是否能持续向山姆供货？ | | | 答：公司产品"鱼极 五福到家"已成功入驻山姆超市，目前仍处 | | | 于销售考核期。凭借优质的产品品质与市场认可度，该产品在山姆火 | | | 锅丸滑类目中销量位居前列。后续公司将持续围绕山姆等优质商超业 | | | 态，深化爆品开发与推广力度，优化产品适配性与供应链协同，全力 | | 投资者关系 | 保障稳定供货，同时探索更多品类合作机会。 | | 活动主要内容 | | | 介绍 | 二、公司长期深耕冻品行业，除了火 ...

证券代码：301262 证券简称：海看股份 海看网络科技（山东）股份有限公司 投资者关系活动记录表 编号：2025-004 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 及人员姓名 华源证券：陈良栋、魏桢 华宝基金：蓝仝 泰康基金：翟一柠 （排名不分先后） 时间 2025 年 12 月 2 日（周二） 地点 公司会议室 上市公司接待 人员姓名 董事会秘书：邓强 证券事务代表：王闯 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 1、公司 2025 年前三季度业绩情况如何？ 公司前三季度在主营业务面临一定行业政策压力的背景下实 现了稳健盈利，营业收入约 6.98 亿元，尽管同比小幅下降 5.94%， 但仍保持了较高的利润率，公司业务模式的高盈利能力确保了基 本盘的稳固。公司努力提升业务回款能力和运营效率，前三季度 经营活动产生的现金流量净额大幅改善，同比增长 46.62%。当前 现金储备较为充裕，为未来一定时期的核心战略投入提供了坚实 保障，同时也为开展对外投资和实施股东回报提供了从容布局空 ...

Group 1: Acquisition Termination - The company decided to terminate the acquisition of Ningbo Zhongxin due to the inability to reach consensus on related matters within the expected timeframe, prioritizing the long-term interests of the company and investors [2][4][5] - The company followed all legal and regulatory requirements during the acquisition process, including internal decision-making procedures and information disclosure obligations [3][4][5] Group 2: AI Chip Development - The company is focused on its "ALL IN AI" strategy, developing AI SoC products based on self-researched MLPU technology, with a dual product line of high-end and affordable AI visual chips [5][6] - The GK7606V1 series targets the high-end market with a dual-core A55 architecture and up to 2.5T NPU, while the GK7206V1 series, designed for affordable applications, has been mass-produced and integrated into major supply chains [5][6] Group 3: Market Outlook and Strategic Focus - The integrated circuit industry is supported by multiple policies, with significant growth potential in AI, automotive electronics, and ultra-high-definition display sectors, driven by technological advancements and market demand [9][10] - The company aims to enhance its market share by focusing on core areas such as AI, ultra-high-definition display, and automotive electronics, while also investing in industry ecosystem development and deepening collaborations with leading clients [10][11]

Group 1: Company Overview and Industry Context - The company primarily engages in the research, production, and sales of building ceramics. As of the end of 2024, there were 993 large-scale enterprises in the building ceramics industry, a decrease of 29 from 2023. The exit rate of production lines in the ceramics industry was 11.75% compared to 2022 [2] - The ceramics industry is transitioning from an era of incremental growth to one of stock competition, with an expected increase in industry concentration. The industry is anticipated to continue its development trend from 2024, driven by national policies and market demands in urbanization, stock housing renovation, and public building decoration [2] Group 2: Export and International Strategy - The export of ceramic products faces high transportation costs due to their heavy nature. Recent years have seen some companies "go out" to establish production bases in Southeast Asia, the Middle East, Central Asia, Africa, and South America to mitigate the impacts of tariffs and anti-dumping measures [2] - The company currently has no plans to establish overseas production bases but will disclose any future arrangements as per regulations [3] Group 3: Financial Health and Risk Management - The company has conducted an analysis of the recoverability of accounts receivable and has recognized significant impairment indicators, leading to credit impairment losses on certain receivables from real estate clients. The company will continue to monitor the operational and risk conditions of these clients [3] - The real estate market has not yet stabilized, with new investment, completion, and sales indicators still in a downturn. However, the large existing real estate market still holds significant demand [3] Group 4: Industry Trends and Quality Standards - The ceramic industry is undergoing automation and intelligent upgrades, with a high degree of standardization in operations. This allows for continuous improvement in production efficiency through employee training [3] - The establishment of a multi-dimensional quality evaluation system for ceramic products is significant for promoting industry quality upgrades and guiding market segmentation, which is crucial for high-quality development [3] Group 5: Financial Instruments and Future Considerations - The current conversion price for the company's convertible bonds is set at 19.84 CNY per share. The company will consider various factors, including operational conditions and market trends, when deciding on any potential adjustments to the conversion price [3]

Group 1: Supply Chain Management - The company emphasizes the importance of supply chain resilience as a core strategy to mitigate potential risks from global economic challenges, including supply chain restructuring and raw material price fluctuations [1] - A multi-level response system is in place, focusing on "early prediction, diversified layout, and rapid response" to ensure production continuity and stable profitability [1] Group 2: Innovation in Technology - The company’s scroll compressor technology is increasingly replacing traditional compressor technologies in the electric vehicle market due to its high efficiency, low vibration, and reliability [2] - Current applications of the electric drive vehicle scroll compressor include cooling and heating in stationary environments and thermal management systems for new energy vehicles, with a focus on commercial vehicle applications [2] Group 3: Financial Reporting and Business Outlook - The company will implement new accounting standards starting in 2025, which will affect the structure of its financial statements [2] - Business operations are reported to be stable, with ongoing progress in various sectors, and specific details about the fourth quarter will be disclosed in future reports [2] Group 4: Investor Communication - The company regularly updates investors on operational developments through various channels, including its official website and public accounts, within the scope of disclosure regulations [2] - The recent investor relations activity did not involve any undisclosed significant information [2]

证券代码： 301560 证券简称：众捷汽车 苏州众捷汽车零部件股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 □ | 媒体采访 √ 业绩说明会 | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 2025 | 年 月 日 下午 12 2 (周二) 13:30~17:05 | | 地点 | 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 | | 上市公司接待人 | 1、财务总监计惠 | | 员姓名 | 2、董事会秘书孙琪 | | | 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： | | | 1、鉴于每股收益保持稳定，但相比去年同期略有下降，公 | | | 司如何看待市场竞争力的变化?有哪些关键因素可能影响未来每 | | | 股收益的增长 ...

Group 1: Market Development and Product Launch - The company is currently in the market development phase for carbon capture fiber products, with ongoing construction of a new materials pilot base [1] - The 100,000 tons/year POE facility has been completed and is currently supplying samples to downstream photovoltaic industry clients, with smooth progress reported [3] Group 2: Financial Performance and Risk Management - The company has diversified its raw material sources through "oil, coal, gas" strategies, enhancing cost control and risk management against cyclical fluctuations [2] - The company emphasizes shareholder returns through dividends and buybacks, with ongoing monitoring of the controlling shareholder's increase in holdings [2] Group 3: Technological Advancements and AI Integration - Significant achievements in digital transformation have been noted, with the establishment of an AI division aimed at deeply integrating AI into core business operations [2] - The company has been recognized for its advanced intelligent factories, contributing to a new paradigm in manufacturing transformation [2] Group 4: Future Capital Expenditure and Project Planning - Future capital expenditures are expected to gradually decline, with no new large-scale projects planned beyond current new materials projects [2] - The company is focusing on building a diversified industrial chain around new energy materials and high-performance materials [3]

证券代码：000551 证券简称：创元科技 创元科技股份有限公司 2025 年 12 月 2 日投资者关系活动记录表 编号：2025-014 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 年苏州上市公司投资者集体接待日 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 12 月 2 日 星期二 下午 15:30 至 17:00 地点 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 上市公司接待人 员姓名 创元科技董事长、总经理 周成明先生; 创元科技独立董事 蒋薇薇女士； 创元科技董事会秘书、副总经理 周微微女士； 创元科技财务总监 刘文华先生； 创元科技证券事务代表 陆枢壕先生; 创元科技董秘处 魏雨雁女士。 投资者关系活动 主要内容介绍 1、如何提升公司估值，给投资者回报呢？ 答：尊敬的投资者，您好！感谢您对公司的关心。公司始 终深耕主营业务，筑牢价值根基。通过加大技术研发与产品创 新力度，优化产品矩阵，强化市 ...

答：尊敬的投资者，您好！ 长期以来，公司积累了重要的行业上 下游领域的供应商和客户资源，采购、销售业务触及中国（含港、 台地区）、欧美、日韩和东南亚等国家。感谢对公司您的关注。 证券代码：301329 证券简称：信音电子 信音电子(中国)股份有限公司投资者关系活动记录表 编号：2025-003 | | 特定对象调研 ☐ | 分析师会议 ☐ | | --- | --- | --- | | | 媒体采访 ☐ | 业绩说明会 ☐ | | 投资者关系活动 类别 | ☐ 新闻发布会 | ☐ 路演活动 | | | ☐ 现场参观 | | | | 其他（"苏州上市公司投资者集体接待日"活动） | | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 2025年12月2日 | 15:30-17:00 | | 地点 | 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参与"苏州上市公司投资者集体接待日"活 | | | 动 | | | | 上市公司接待人 员姓名 | 副总经理兼董事会秘书 | 曾赐斌 | | | 投资者提出的问题及公司回复情况 ...