证券代码：002156 证券简称：通富微电 通富微电子股份有限公司投资者关系活动记录表 编号：2026-001 | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 鹏扬基金：章宏帆；泰康资产：余思雨；申万菱信：徐巡；拾贝 | | 人员姓名 | 投资：王祥宇；鑫元基金：施欣彤；南方基金：葛树名、金岚枫； | | | 兴银基金：阮姝漫；道仁资产：李晓光；汇丰晋信：刘昱辰；汇 | | | 添富：钱晨润；长江证券：钟智铧；丹羿投资：朱亮 | | 时间 | 2026 年 1 月 16 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 蒋澍 | | 员姓名 | | | | 一、公司概况 | | | 通富微电是集成电路封装测试服务提供商，为全球客户提供 | | | 从设计仿真到封装测试的一站式服务。公司的产品、技术、服务 | | | 全方位覆盖了人工智能、高性能计算、大数据存储、显示驱动、 ...

证券代码：002616 证券简称：长青集团 广东长青（集团）股份有限公司投资者关系活动记录表 编号：2026-0115 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 中信证券 周霆瑄 时间 2026 年 1 月 15 日下午 地点 广东长青集团总部 上市公司接 待人员姓名 副总裁、董事会秘书：何骏 先生 证券事务代表：苏慧仪 女士 投资者关系 活动主要内 容介绍 一、参观展厅：向参与现场调研的投资者介绍了公司的历史 沿革和业务概况，投资者还通过数字大屏观看了全国各地项目的 实况。 二、互动交流：在信息披露规定允许的范围内，就投资者关 心的问题进行了回答（同类问题已作汇总整理，近期已回复问题 不再重复），主要内容如下： 1. 国家可再生能源补贴到期后，生物质项目的盈利能力会否 下滑？公司有无应对措施？项目未来的收入结构，除了发电供热 外，是否还有其他收入来源？ 公司已建成的生物质能项目中，除了早期投产的三个项目， 其余均按热电联产模式进行选址、建设、运营，并逐步发展到以 供热收入为主。其下游供热客户主要为食品加工、 ...

Group 1: Company Overview and Investor Relations - The company conducted investor relations activities including site visits and meetings with representatives from various financial institutions [2][3] - Key participants included representatives from institutions such as 富国基金 (Fidelity Fund), 广发证券 (Guotai Junan Securities), and 中再资产 (China Re Asset) [2] Group 2: Gas Turbine Sales and Performance - The company signed a $106 million contract for gas turbine generator sales, equivalent to approximately ¥742 million, aimed at North American data centers and industrial power supply [3] - The success in North America is attributed to product performance, business experience, delivery capability, and comprehensive service strength [3] Group 3: Supply Chain and Strategic Partnerships - The company has established long-term partnerships with major gas turbine manufacturers like Siemens and Kawasaki Heavy Industries, enhancing its global supply chain [3][4] - The focus is on building a diversified gas turbine supply system to improve supply chain resilience and provide integrated power solutions [3] Group 4: Future Business Outlook - The company aims to deepen its involvement in three key areas: data centers, industrial energy, and new power systems, through continuous technological innovation and product iteration [4] - Plans include developing integrated solutions covering power generation, distribution, and thermal management to enhance energy system safety and efficiency [4] Group 5: Oil and Gas Engineering Services - The company emphasizes selecting high-quality oil and gas engineering projects based on profitability and cash flow criteria [5] - Successful projects include collaborations with Kuwait Oil Company and various other significant EPC projects, enhancing market recognition [5] Group 6: Natural Gas Business Development - To support the growth of its natural gas equipment business, the company has established the杰瑞天然气工业园 (Jereh Natural Gas Industrial Park) and is expanding capacity through various measures [6] - The company is also focusing on talent recruitment and training to ensure efficient operations in research, design, and manufacturing [6] Group 7: Site Visit and Facility Overview - The site visit included an introduction to the geographical layout and functional planning of the industrial park, showcasing high-end equipment manufacturing and natural gas facilities [7] - Key equipment demonstrated included fracturing equipment, cementing equipment, and gas turbine generators, highlighting the company's technological capabilities [7]

Group 1: Resource Acquisition and Management - The company emphasizes the importance of mineral resource replacement and increasing reserves, with ongoing investments in geological research and exploration in existing mining areas [2][3] - As of December 2025, the company holds a 60% stake in Liangshan Mining after receiving approval from the China Securities Regulatory Commission for asset acquisition [3] - The company is actively considering overseas mineral resources while focusing on sustainable development and strategic alignment with market demands [4] Group 2: Copper Supply and Production - The copper concentrate self-sufficiency rate is currently at 4.54%, projected to increase to 5.47% following the acquisition of Liangshan Mining assets [5] - Liangshan Mining has significant copper resources, with approximately 779,700 tons of copper metal and an average grade of 1.16% [7] - The company has a diversified copper smelting base, enhancing production flexibility and cost competitiveness through continuous cost reduction and quality improvement measures [9] Group 3: Financial Management and Risk Mitigation - The company engages in hedging activities to manage risks associated with raw material prices and foreign exchange fluctuations, achieving effective risk control and stable operations [11] - Sulfuric acid, a byproduct of copper smelting, has seen high sales prices due to strong downstream demand and tight international supply, contributing positively to the company's performance [10]

Group 1: Company Overview and Business Growth - The company maintains steady growth, with significant achievements in traditional business overseas expansion, rapid growth in HRSG business, and the oil and gas composite pipe business poised for development [1] - The company has established a production capacity of 12 HRSG production lines in Vietnam, with 4 lines already at full capacity and 8 lines under construction, expected to be operational in 2026 [3] - The new production base in Vietnam has begun to take shape, with plans for the Daou production base to commence operations this year [1][2] Group 2: Market Demand and Pricing Strategy - The demand for HRSG is increasing due to structural growth in U.S. electricity demand, driven by the expansion of AI data centers and the return of manufacturing [3] - The pricing of HRSG products will be adjusted based on market supply and demand, with recent orders reflecting price increases compared to earlier contracts [4] Group 3: North American Market Entry - To enter the North American HRSG market, the company must obtain certifications from the American Society of Mechanical Engineers and pass the production system certifications of major manufacturers [6] - The company has already secured ASME certification and is in the process of obtaining additional certifications from potential clients [6] Group 4: Project Management and Coordination - The company employs a project manager responsible system to oversee project execution, ensuring coordination among various departments to meet client requirements [6] - The management team has extensive industry experience, enabling the company to handle large-scale projects effectively [6] Group 5: Production Coordination and Quality Control - Resource allocation for orders is managed centrally by the headquarters, which coordinates production across different bases to optimize costs and meet client demands [7] - The company implements standardized time management and process-oriented manufacturing to ensure product quality and timely delivery [7]

证券代码：002345 证券简称：潮宏基 广东潮宏基实业股份有限公司投资者关系活动记录表 编号：20260115 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 □ 一对一沟通 □其他 参与单位名称 及人员姓名 长城证券、东北证券、光大证券、华福证券、广发基金 等机构共 7 人 时间 2026 年 1 月 15 日 地点 公司总部 上市公司接待 人员 公司董事会秘书 林育昊 证券事务代表 江佳娜 投资者关系活 动主要内容介 绍 一、 参观企业展厅、臻宝博物馆 二、 参观潮宏基珠宝门店、「臻ZHEN」体验馆 三、 问答环节： 各方就公司业绩预告情况、开店情况、海外门店情况、产 品结构变化、新品规划、电商业务、女包业务等内容进行了交 流，可参阅公司已披露公告、互动平台问答和前次活动记录表 之问答。 交流过程中严格按照有关制度规定，没有出现未公开重大 信息泄露等情况。 | 附件清单 | 无 | | | | | | --- | --- | --- | --- | --- | --- | | 日期 | 2026 | 年 | 月 1 | 15 | 日 ...

投资者关系活动记录表 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关系活动记录表 编号：2026-038-042 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 上银基金 李星仪 长江证券 魏邈 光大保德信基金 岳子瞳 盈游天下投资 李子轩 国海证券 陈云 时间 2026 年 1 月 16 日 地点 公司会议室 上市公司接待人 员 董事会秘书董旭海、董事会办公室人员 投资者关系活动 主要内容介绍 投资者：芳纶现在的价格比较稳定？ 答：现在是比较低的位置。短期来看还看不到往上走的迹象； 往下的话，大家现在卷成这样，再往下空间也不大。 投资者：间位和对位的价格？ 答：对位略高，间位低一些。 投资者：芳纶的量有增长吗？ 答：稍微有些增长。 投资者：芳纶的增长主要是哪块贡献的？ 答：如果看应用领域，像纤维的应用领域，增幅看着很强劲 的不多，主要是芳纶纸的下游。 投资者：芳纶纸的下游主要？ 1 投资者关系活动记录表 | 答：绝缘领域像变压器，包括新能源的电机，这块增幅比较 | | --- ...

Group 1: Company Overview - The company operates four business divisions, starting with spandex, which was first produced in 1989, making it the first domestic producer of spandex in China [2][3] - The company has developed various products, including meta-aramid and para-aramid fibers, with the former launched in 2004 and the latter in 2011, establishing itself as the first domestic producer of these products [2][3] Group 2: Product Applications - Spandex is primarily used in textiles and apparel, while meta-aramid is known for its flame retardant, high-temperature resistance, and insulation properties [3] - Para-aramid is utilized in high-strength applications such as optical cables and protective gear, including firefighting suits and industrial protective clothing [3] Group 3: Business Development and Innovations - The company is enhancing its chemical sector by supplying raw materials for aramid production, with projects for aniline and acyl chloride currently in the design phase [3] - Innovations in advanced textiles include green dyeing, digital printing, and fabric recycling to strengthen ties with downstream customers [3] Group 4: Financial Performance and Challenges - The spandex sector has faced profitability challenges, but recent improvements in quality and pricing have been noted, with a focus on technical upgrades to enhance efficiency [4] - The company aims to improve accounts receivable management, which has seen rapid growth, and plans to focus on this area in 2025 [5] Group 5: International Expansion - Overseas revenue accounts for over 20% of total income, with plans for internationalization including localizing sales and hiring local staff in key markets [5][6] - The company is considering investments to gradually expand its international presence, focusing on proximity to end-users [5] Group 6: Subsidiary Performance - Two key subsidiaries, focusing on aramid paper and deep processing, are performing well, with a management style based on delegation [6] - The aramid paper is used in electrical insulation and aerospace applications, while the other subsidiary produces aramid pulp and woven fabrics [6] Group 7: ESG and Future Outlook - The company adheres to national laws regarding safety, environmental protection, and labor practices, promoting products that align with social development goals [6] - There is a possibility of acquiring upstream or downstream enterprises to enhance business synergy [6]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - It aims to become a global expert in IoT intelligent application solutions, adhering to the mission of "empowering everything with wisdom" [1] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, an increase of 0.81% [1] Group 2: Business Growth and Strategy - The company is expanding its overseas market for smart vehicle terminals, with a steady increase in overseas customer numbers and successful entry into a foreign automotive brand's supplier system [2] - The commercial vehicle monitoring terminal market is expected to grow due to increasing safety regulations and technological advancements, with a shift towards intelligent video recording devices [2] - The smart travel component business saw significant growth, achieving revenue of CNY 229 million in the first half of 2025, a 39.26% increase year-on-year [3] Group 3: Market Trends and Opportunities - The domestic market for smart sleep terminals is expanding, driven by a growing demand for sleep health solutions, with 26% of people sleeping less than 6 hours and 65% experiencing weekly sleep disturbances [4] - The sleep economy market is expected to continue growing, providing ample opportunities for the company's smart sleep terminal products [4]

Group 1: Company Overview - The main business of the company includes manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [2] - The company also provides comprehensive environmental governance services for solid waste and wastewater treatment and recovery [2] Group 2: Waste Heat Boiler Business - The industrial special waste heat boilers designed and manufactured by the company are primarily used in industries such as steel, non-ferrous metals, coking, chemical, power, and papermaking [2][3] - The company maintains a leading market share in the domestic waste heat boiler market and is one of the drafting units for national standards for dry quenching waste heat boilers [3] Group 3: Pressure Vessel Business - The company produces large and special material pressure vessels mainly for coal chemical, petrochemical, and fine chemical industries [3] - Key products include heat exchangers, separators, reactors, storage tanks, towers, filters, and evaporators [3] Group 4: Nuclear Power Business - The company manufactures nuclear power equipment such as injection boxes, internal component lifting baskets, spent fuel coolers, and boric acid coolers [3] - The company actively participates in domestic and international nuclear power projects and is progressing with the investment in a fourth-generation nuclear power equipment project [3] Group 5: 2025 Operational Performance - The company's production and operational performance in 2025 met expectations, focusing on deepening existing markets and expanding new ones [3] Group 6: Future Strategic Planning - The company is committed to deepening its core business, increasing technological innovation and management efforts, and optimizing resource allocation to enhance profitability and market competitiveness [3]