Group 1: Company Overview - The company focuses on the research, production, and sales of high-strength precision fasteners and special connectors, primarily used in automotive key components such as turbocharging systems and exhaust systems [2] - In the field of new energy vehicles, products are applied in battery trays, chassis, and electric control inverters [2] Group 2: Commercial Aerospace Business - The commercial aerospace business includes manufacturing rocket body structural components, with production lines completed in 2024 [3] - The company aims to optimize customer structure, expand production capacity, and deepen product categories in the commercial aerospace sector [3] Group 3: Team Advantages and Industry Barriers - The core team has over 40 years of experience in rocket manufacturing, ensuring a strong foundation for the business [3] - The commercial aerospace industry has significant entry barriers, including high technical requirements, talent scarcity, and substantial capital investment [4] Group 4: Production Capacity and Market Impact - The company has a production capacity of 10 rocket bodies per year, with the ability to increase capacity based on order demand [4] - Structural components account for over 25% of the total cost of a commercial rocket [3] Group 5: Future Trends and Technology - The maturity of reusable technology is expected to enhance the frequency and economic viability of launches, potentially increasing demand for new rocket body structural components [5] - Continuous tracking of advanced manufacturing technologies, including 3D printing, is planned to assess their impact on product structure and manufacturing systems [4]

证券代码：300945 证券简称：曼卡龙 曼卡龙珠宝股份有限公司投资者关系活动记录表 编号：2026-001 | | 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 （电话会议） | | | 财通证券 耿荣晨 | | 参与单位名称及 | 平安基金 区少萍 | | 人员姓名 | 国泰海通证券 刘越男、蔡昕妤 | | | 远桥投资 张家祺 | | 时间 | 年 月 日、15 日 2026 1 14 | | 地点 | 公司会议室 | | 上市公司接待 | 副总经理兼董事会秘书许恬 | | 人员姓名 | | | | 一、问答环节 | | | 1、公司近期有哪些 联名，可否介绍一下？ IP | | | 答：公司近期持续深化 IP 合作战略，已形成丰富的联名产品矩阵。目 | | | 前重点推出的系列包括：1）与杭州北高峰天下第一财神庙的联名系列， | | | 涵盖 DIY 转运珠、项链及吊坠等黄金产品，将传统福运文化融入现代 | | | 珠宝设计，线下部分门店同步开展互动打卡活动；2 ...

Group 1: Market Value Management - The company emphasizes the importance of market value management, focusing on improving fundamentals and strategic layout to enhance operational quality and solidify intrinsic value [2] - The company actively listens to market feedback and continuously refines its market value management mechanisms, employing scientific and standardized measures [2] Group 2: Dividend Policy - The company considers various factors such as operational funding needs, profitability, and cash flow when determining its dividend policy [2] - There is a commitment to explore a scientific, stable, and sustainable profit distribution mechanism to enhance dividend levels and improve investor satisfaction [2] Group 3: Business Development Strategy - The company aims to integrate supply and drainage services while focusing on both organic growth and external acquisitions [3] - Plans include expanding into water resource management in Chengdu and surrounding areas, as well as exploring new markets outside the province [3] - The company is committed to developing "light asset" businesses and will carefully evaluate investment opportunities based on profitability, quality of returns, future prospects, and risk control [3] Group 4: Pricing Adjustment Mechanism - Water supply prices are adjusted based on national policies and specific agreements, requiring approval from government price authorities [4] - Adjustments to sewage treatment service fees are based on agreements with government entities, typically occurring every 2 to 3 years, with provisions for temporary adjustments in response to significant cost changes [5]

Group 1: Company Overview - Beijing Sanfu Outdoor Products Co., Ltd. is listed under stock code 002780 and abbreviated as Sanfu Outdoor [1] Group 2: Investor Relations Activity - The investor relations activity was a targeted research meeting held on January 14, 2026, from 15:30 to 16:30 via a conference call [2] - Participants included representatives from various investment firms such as Huachuang Securities, Manulife Fund, and others [2] Group 3: Key Questions and Answers - **Q1:** The company plans to increase market investment in 2026, focusing on self-media platforms, event sponsorships, and brand activities to enhance brand recognition, particularly for the X-BIONIC brand [2] - **Q2:** The company will continue to focus on the X-BIONIC brand, increasing investment and innovation across product, channel, and market aspects while also managing other brands like HOUDINI and CRISPI with tailored strategies [2][3] - **Q3:** The introduction of mid-range products has not negatively impacted the brand positioning of X-BIONIC, as quality remains consistent across all products [3] - **Q4:** Different brands have distinct operational strategies; X-BIONIC focuses on direct sales while HOUDINI and CRISPI utilize distribution channels, ensuring no overlap in brand identity [3]

Group 1: Copper Mining Operations - The copper phase II project is currently in the capacity ramp-up stage, with a designed capacity of 11 million tons per year, expected to reach this standard by the end of the year [2] - The first phase of the copper mine is nearing closure, leading to a reliance on phase II for copper product supply [2] - The annual designed capacity for copper smelting is approximately 80,000 tons [2] - The sixth crusher for phase II is progressing normally and is expected to be operational by Q3 next year [2] Group 2: Financial Performance and Challenges - The low gross margin for copper products is primarily due to the underachievement of phase II production, resulting in high fixed costs per unit [3] - As production from phase II increases, the fixed cost per unit will decrease, leading to an improvement in gross margin to industry standards [3] Group 3: Iron Ore and Processing - The current stockpile of magnetite is approximately 110 million tons, with an average grade declining from an initial 58% [3] - The company plans to upgrade processing techniques to achieve a 65% grade iron ore with an annual output target of 6 million tons, enhancing market competitiveness [3] - Although costs per ton may slightly increase, the overall economic benefit is expected to improve due to a price difference of approximately $13 per ton between 62% and 65% grade [3] Group 4: Safety and Environmental Measures - The company prioritizes safety in production, implementing a weather warning system to mitigate risks from excessive rainfall [3] Group 5: Investor Relations and Dividends - The company emphasizes sustainable development in its dividend policy, aiming to balance profitability, cash flow, and investment needs to ensure stable returns for investors [3]

Group 1: Business Strategies - The bank is focusing on expanding its middle-income sources by enhancing wealth management services and diversifying asset allocation for clients [1] - The bank is actively pursuing new business growth points in government bond sales, non-financial corporate bond underwriting, and custody services [1] Group 2: Market Outlook - The bank plans to strengthen its investment research capabilities and improve market trend analysis to enhance returns amidst fluctuations in the bond market [2] - The bank will closely monitor changes in the internal and external operating environment to adapt its strategies accordingly [2] Group 3: Risk Management - The bank is committed to maintaining a comprehensive risk management system that covers all aspects and processes, aiming to keep asset quality stable throughout the year [2] - Continuous optimization of credit policies and approval strategies is being implemented to prevent and mitigate risks effectively [2] Group 4: Communication and Compliance - During the investor relations activity, there was thorough communication between the company representatives and investors, adhering to regulations without disclosing any undisclosed significant information [2]

广州达意隆包装机械股份有限公司 证券代码：002209 证券简称：达意隆 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 ☑ 现场参观 □分析师会议 业绩说明会 □路演活动 □其他(请文字说明其他活动内容) 活动参与人员 一、参与机构及人员 广发证券 李悦瑜；国投证券 王倜、张天然；上海尘星 聂 炜 二、上市公司接待人员 副总经理、董事会秘书：王燕囡 证券事务代表：冯天璐 时间 2026 年 1 月 15 日 地点 公司会议室 形式 现场调研 交流内容及具体问答 记录 一、公司产品体系及经营情况介绍 二、互动交流 1、公司服务的国内外主要客户有哪些？ 答：公司主要为饮料、粮油、调味品、日化等行业的客户提 供液态产品包装整体解决方案，目前服务的客户包括上述行 业的国内外知名企业。 2、公司如何看待东南亚、南亚饮料市场的发展潜力？ 答：上述区域饮料市场目前仍处于快速扩容期，整体市场增 速明显，市场规模将持续增长。随着城市化率提升和居民收 入增加，消费结构也会发生变化，饮料产品亦将呈现多元化 发展趋势，未来增量空间确定性高。 | 3、如何看待2026年国内国际市场发展情况？ | | --- | | ...

问题 3、公司在海外建厂拓展业务，是以 B 端为主还是 B 端、 C 端都会布局？ 答：公司维持国内现有在 B 端、C 端布局的模式，以现有优 势产品和渠道为基础，结合东南亚市场的文化及饮食习惯，利用 多年积累的服务国际型餐饮企业的品牌优势，拓展当地市场。 问题 4、公司在新零售渠道拓展中有何优势？ 答：从产品的角度来说，公司有服务大 B 端的产品定制化 研发能力；从质量控制的角度来说，公司各个生产及运输环节都 有严格的检测和监测；从生产的角度来说，公司具有稳定的供应 能力；从品牌认知的角度，公司自成立就深耕行业，获得了广大 消费者的好评。公司有能力服务好新零售渠道客户的需求。 证券代码： 001215 证券简称：千味央厨 郑州千味央厨食品股份有限公司 投资者活动记录表 编号：2026-001 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 （电话交流会） 参与单位名称及 人员姓名 详见附件清单 时间 2026 年 1 月 15 日 15:00-16:00 地点 郑州 上市公司接待 人员姓名 董事长 孙剑 董事会秘书 曹 ...

证券代码：002203 证券简称：海亮股份 浙江海亮股份有限公司投资者关系活动记录表 | 问题二、公司能否介绍 2025 年铜箔经营业绩？ | | --- | | 您好！公司铜箔业务发展于 2025 年有了很大的进步与变化， | | 无论是新能源领域用铜箔还是电子电路铜箔在 2025 年都出现了 | | 比较旺盛的需求，具体经营业绩敬请关注公司定期报告。谢谢！ | | 问题三、公司能否介绍一下印尼基地的情况？ | | 您好，印尼海亮作为中国第一家出海的铜箔工厂，目前已全 | | 面合作加速海外业务发展，与全球 top10 动力电池客户中 5 家、 | | 3C 数码 top3 客户中 2 家，签订定点供货协议。相关协议自 2026 | | 年开始，就双方合作产品规格、数量、金额等做出约定。印尼今 | | 年的情况值得期待，在未来可以强化海亮铜箔业务在国际化竞争 | | 中的核心优势。感谢您的关注！ | | 问题四、目前公司在甘肃和印尼的铜箔产能有多少？ | | 您好，公司经过持续的设备优化及技术创新，叠加市场需求 | | 等因素，目前公司铜箔产能利用率较 2025 年初有了很大提升， | | 具体产能数据敬请 ...

Group 1: Shareholder Structure and Corporate Strategy - The company is undergoing a shareholding restructuring, changing its controlling shareholder from Shishang Holdings to Beijing Data Group, which is a key state-owned enterprise in Beijing's digital economy [2][3] - This restructuring aligns with Beijing's digital economy layout and aims to enhance the company's focus on data services, leveraging resources from Beijing Data Group to expand in areas like intelligent computing centers and digital security services [3] Group 2: Project Development and Progress - The "Fangheng Technology Supercomputing and Financial Cloud Computing Base Project" is currently under construction, with the main building completed and ongoing work on external power supply and data center facilities [3] - The project is expected to enhance the company's operational scale and comprehensive computing service capabilities [3] Group 3: Industry Trends and Future Outlook - The company recognizes the rapid development of the digital economy as a new lever for economic growth, emphasizing the importance of data-driven innovation and digital transformation [4] - Future business expansion will be supported by national policies promoting digital economy growth and the backing of Beijing Data Group [4] Group 4: Green Energy Initiatives - The company is actively engaging with energy providers to promote the use of green electricity, aiming to reduce operational costs associated with high electricity prices in Beijing [5] Group 5: Data Asset Consulting Services - The company is capitalizing on the marketization of data elements by offering diverse data asset registration consulting services to various clients, including government departments [6][7] - Notable clients include Tianjin Binhai Smart Group, Henan Jiyun Smart Technology, and Beijing New Energy Vehicle Co., among others, with ongoing efforts to explore new application scenarios [7]