山东路桥(000498) - 000498山东路桥投资者关系管理信息20250415
2025-04-15 12:08
2025 年公司将在深耕路桥施工业务的同时,加大 "进城出海"力度,积极开拓新兴业务板块,促进业 务结构持续优化。 2.公司 2025 年如何改善现金流情况。 现金流问题是施工行业普遍存在的问题,行业属 性决定了先施工后结算的特性。公司将以"严控增 量、化解存量、防范风险"为核心目标,将"两金" 清收、营收现金比等指标纳入权属单位年度绩效考 核,加大回款力度,改善现金流状况,防范经营风 险。同时,公司融资渠道丰富,充分利用上市公司及 3A 信用等级,多渠道筹集资金,融资利率较低,可为 公司生产经营提供充足的资金保障。 3.公司进行计提减值的原因。 为真实反映财务状况及经营成果,公司严格按照 企业会计准则计提坏账准备。本次年报计提资产减值 准备的资产项目主要为应收款项、合同资产和固定资 产。计提减值情况根据工程结算比例变动,计提不代 表对应资产实际发生损失。未来,公司将持续加强 证券代码:000498 证券简称:山东路桥 山东高速路桥集团股份有限公司投资者关系活动记录表 编号:2025-3 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明 ...
中集环科(301559) - 2025年4月15日投资者关系活动记录表
2025-04-15 12:08
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__ 活动参与 人员 鼎晖股权投资管理(天津)有限公司 尹竟行、刘穗、黄弘翰、吕牧泉、夏宇轩 公司董事、总裁 季国祥 公司副总裁、首席财务官兼董事会秘书 张 毅 公司董事会办公室主任 王延民 时间 2025 年 4 月 15 日 地点 中集环科公司 形式 □现场 □网上 ☑电话会议 交流内容 及具体问 答记录 问题 1:请介绍目前业务部门的业务范围,对应的收入、盈利规模,人员 情况。 答:公司主要从事罐式集装箱行业的设计研发、生产制造和销售,是全球 领先的液体、液化气体(常温)集装箱化物流装备制造企业和全生命周期服务 商,并衍生出医疗设备部件业务。 2024 年,公司实现营业收入 334,909.30 万元,其中:罐式集装箱营业收 入 274,834.64 万元;医疗设备部件营业收入 24,092.41 万元;后市场业务营 业收入 14,723.08 万元。2024 年,公司归母净利润 30,387.02 万元。 2024 年,公司在职员工数量合计 2256 人。 问题 2: ...
迪普科技(300768) - 300768迪普科技投资者关系管理信息20250415
2025-04-15 12:04
Company Overview - The company has implemented a counter-cyclical expansion strategy in 2023, achieving preliminary goals of revenue growth and profit improvement [2] - Future plans include maintaining strategic focus to drive revenue growth and profit enhancement despite macroeconomic challenges [2] Product Strategy - Focus on strengthening core products such as high-performance firewalls and anti-DDoS solutions, while continuously innovating and enhancing product performance [2] - Investment in markets with solid business foundations and financial support, particularly in telecommunications, finance, and energy sectors [2] AI Integration - The company leverages AI to enhance its product offerings, applying AI technologies in network security, big data analysis, and DDoS protection, thereby improving product effectiveness [2] - Development of comprehensive AI solutions, including AI integrated machines and advanced security services, to boost core competitiveness [2] Financial Performance - In 2024, the company reported a revenue of CNY 1.155 billion, a year-on-year increase of 11.68%; net profit reached CNY 161 million, up 27.26% [2] - The cash flow from operating activities for 2024 was CNY 328 million, reflecting a significant increase of 160.69% [2] - For Q1 2025, revenue was CNY 279 million, marking a 9.57% year-on-year growth [2] Personnel and Product Planning - The company allocates resources to markets with strong business foundations, ensuring quality revenue growth through controlled personnel expansion [3] - Continuous investment in advantageous products expected to contribute to performance growth, with a focus on enhancing product performance and integration with business scenarios [3] AI Product Development - The company emphasizes practical applications of AI to enhance automation efficiency and manage unstructured data, with ongoing exploration in penetration testing and vulnerability verification [3] - Active participation in AI-related market opportunities, particularly in telecommunications and public safety sectors [3] Market Demand and Cash Flow Management - The company observes strong demand in key industries, particularly in large intelligent computing centers, which supports the need for high-performance security products [3] - Effective cash flow management and credit policies have led to improved cash flow performance in 2024, with a focus on timely collection of accounts receivable [3] Employee Stock Ownership Plan - The company has established an employee stock ownership plan based on the core values of "contribution & sharing," aimed at enhancing organizational vitality and combat effectiveness [3]
青鸟消防(002960) - 投资者关系活动记录表(2025年4月15日)(编号:2025-001)
2025-04-15 11:58
青鸟消防股份有限公司 证券代码:002960 证券简称:青鸟消防 编号:2025-001 青鸟消防股份有限公司 投资者关系活动记录表 (2025 年 4 月 15 日) | 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 | 交银施罗德基金、天弘基金、朱雀基金、华宝基金、汇丰晋信基金、太 | | 人员姓名 | 平基金、中庚基金、中海基金、泓德基金、东兴基金、贝莱德基金、泉 | | | 果基金、中国人保资管、中意资管、昆仑保险、东方证券资管、光大证 | | | 券资管、华夏银行、中信期货、摩根大通、中金国际、博裕资本、红杉 | | | 资本(天津)、苏州高新基金、中新融创资本、德汇集团、CPE 源峰、长 | | | 江证券、财通证券、东方证券、东吴证券、方正证券、国金证券、国信 | | | 证券、国海证券、海通证券、华泰证券、华安证券、华西证券、天风证 | | | 券、西部证券、兴业证券、信达证券、中信建投证券、中信证券、招商 | | ...
朗鸿科技(836395) - 投资者关系活动记录表
2025-04-15 11:50
证券代码:836395 证券简称:朗鸿科技 公告编号:2025-035 杭州朗鸿科技股份有限公司 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 投资者关系活动记录表 二、 投资者关系活动情况 活动时间:2025 年 4 月 11 日 活动地点:杭州朗鸿科技股份有限公司(以下简称"公司")在全景网"投 资者关系互动平台"(https://ir.p5w.net)举办 2024 年年度报告业绩说明会。 参会单位及人员:通过网络方式参加 2024 年年度报告业绩说明会的投资者。 上市公司接待人员:公司董事长、总经理 忻宏先生;公司董事会秘书 陈晓 雨女士;公司财务负责人 江志平先生;财通证券保荐代表人 徐小兵先生 三、 投资者关系活动主要内容 本次业绩说明会公司对基本情况进行了介绍,同时公司在业绩说明会上就投 资者关心的问题进行了回答,主要问题及回复情况如下: 问题 1:公司目前主要 ...
一致魔芋(839273) - 关于投资者关系活动记录表的公告
2025-04-15 11:40
证券代码:839273 证券简称:一致魔芋 公告编号:2025-048 湖北一致魔芋生物科技股份有限公司 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 参会单位及人员:方正证券、东北证券、华源证券、汇添富基金、博时基金、 汇丰晋信基金、中信资管、丹羿投资、国投瑞银基金、开源资管、创富兆业、和 谐汇一资产、青骊投资、汇安基金、中融基金、德臆禾资产、安联保险资产、非 马投资、灏霁投资、博道基金、永赢基金、甬兴证券、宏利基金、国君资管、新 疆前海联合基金、德邦证券资管、施罗德投资、天治基金 上市公司接待人员:董事会秘书唐华林先生 三、 投资者关系活动主要内容 问题 1:公司对未来魔芋粉的价格走势有何判断? 回复:就目前来看,今年国内魔芋价格走向,取决于 2025 年全国实际的种 植面积,以及今年的天气气候状况,这些因素对产量形成了直接影响,并导致价 格出现波动。我们判 ...
中科信息(300678) - 300678中科信息投资者关系管理信息20250415
2025-04-15 11:06
证券代码:300678 证券简称:中科信息 答:随着国家对人工智能、数字化转型等产业政策支持力度的不断加大,公 司将积极参与制造业智能化改造、数字化转型行动,协助企业开展数字化、 智能化改造,形成更多优质解决方案,实现业务的规模化增长。同时,在国 家大力推进信创产业发展的背景下,公司作为四川省信创联盟副理事长单 位,已经完成自身产品的国产化,未来将进一步拓展本地信创市场。在政务、 金融、能源等对信息安全要求较高的行业,凭借产品的国产化优势、技术的 先进性以及对行业的深入理解,获取更多项目订单,推动智慧政务、智能制 造(如印钞、油气等涉及国家关键领域的智能制造项目)等业务板块的信创 | | 业务增长。 | | --- | --- | | | 4.公司是否涉及视频监控分析业务? | | | 答:公司的高速机器视觉与智能分析技术在保持了国际先进、国内领先水平。 | | | 机器视觉识别与检测的速度和精度得到行业的充分认可。公司将根据客户需 | | | 求,提供相关软件、算法,或软硬件结合的产品以满足监控及分析的要求。 | | | 例如,公司有中科超瞳 5D 智能视频监控分析平台,为特殊及危险作业场景 | | | 的 ...
西部建设(002302) - 002302西部建设投资者关系管理信息20250415
2025-04-15 10:57
Group 1: Company Performance and Financials - The company achieved a revenue of 20.347 billion yuan in 2024, with a net profit attributable to shareholders of -263 million yuan [6] - The total new contract amount signed in 2024 was 56.081 billion yuan [6] - As of December 31, 2024, the company's cash balance was 3.488 billion yuan, indicating a stable financial position despite previous concerns about cash flow [5] Group 2: Market Trends and Challenges - The concrete industry is facing a significant downturn, with a 10.1% decrease in total concrete production and a 35.84% drop in total profits in 2024 [5] - The overall market is experiencing a simultaneous decline in both volume and price, influenced by reduced investment in real estate and infrastructure [5] Group 3: Strategic Initiatives and Future Plans - The company is focusing on green transformation, digitalization, and diversification to adapt to market changes and enhance competitiveness [2] - Plans include strengthening innovation, expanding into new business areas such as nuclear and wind power, and increasing the proportion of non-concrete business [2] - The company aims to enhance its market presence in key strategic regions and improve operational efficiency through digital transformation and supply chain optimization [6] Group 4: Risk Management and Credit Control - The company is implementing measures to manage accounts receivable, including enhancing customer credit management and contract governance [4] - The risk of bad debts is considered low due to a strong customer base primarily consisting of state-owned enterprises [4] Group 5: International Expansion - The company has seen rapid growth in overseas markets, with significant increases in concrete production and revenue in 2024, including entry into Papua New Guinea [6] - Future plans involve deepening market penetration in countries with favorable conditions and enhancing local operations [6]
苏试试验(300416) - 300416苏试试验投资者关系管理信息20250415
2025-04-15 10:56
Group 1: Demand and Market Trends - The demand for testing equipment and services has shown recovery, particularly in the downstream sectors of new energy vehicles, integrated circuits, aerospace, and special industries [2] - The overall trend in downstream industries is towards cost reduction and efficiency improvement, leading to price pressures on mature products and services [3] - The company is focusing on innovation and fine management to enhance market competitiveness and profitability [3] Group 2: Capital Expenditure and Capacity Management - The company plans to control overall capital expenditure, leveraging existing capacity to meet downstream demand fluctuations [4] - In emerging sectors, the company aims to seize industry development opportunities and increase production capacity in areas like commercial aerospace and aviation [4] Group 3: Infrastructure Development - The Wuhan laboratory has acquired 32,117.53 square meters of state-owned land use rights to support the expansion of local testing services [5] Group 4: Integrated Circuit Sector - The company is expanding its testing capabilities in the integrated circuit verification and analysis services, responding to the accelerating trend of domestic demand [6] - The company is currently in a capacity ramp-up phase, with utilization rates gradually recovering [7] Group 5: EMC Testing Expansion - The company is actively expanding its EMC testing capabilities across multiple laboratories in cities like Suzhou, Beijing, Chengdu, Xi'an, and Shanghai to meet diverse customer needs [8] Group 6: New Ventures - Su Shi Tuo Wei, completed in mid-2024, focuses on testing and certification services in wireless communication, IoT, and consumer electronics, and has obtained international laboratory accreditation [9]