Group 1: Company Overview - The company specializes in high-end CNC machine tools, robots, new energy vehicles, and core functional components, recognized as a national high-tech enterprise [2] - Product range includes CNC machine tools, robotic components, hydrogen fuel cell compressors, and components for commercial aerospace [2][3] Group 2: Business Development in Commercial Aerospace - The company has entered the commercial aerospace sector, leveraging existing technology and precision manufacturing capabilities [3] - Products in this sector include rocket control system components and satellite propulsion systems, with small-scale applications already in place [3] - Anticipated growth in the commercial aerospace industry is expected to accelerate, with potential for increased market orders in 2026-2027 [3] Group 3: Robotics Sector - The robotics business has developed a "N+1+3" structure, focusing on core components and collaborative robots for various applications [4] - Sales revenue from robotic components has shown significant growth, driven by market demand and product competitiveness [4] - The company aims to enhance its robotics segment as a second growth curve [4] Group 4: Financial Performance - As of Q3 2025, the company reported total revenue of CNY 114,320.05 million, a year-on-year increase of 18.10%, with a net profit of CNY 12,157.67 million, up 50.40% [5] - The main revenue source is from spindle products, which generated CNY 75,800.12 million, accounting for 66.31% of total revenue [5] - PCB spindle products saw a remarkable growth of 83.99%, contributing significantly to overall performance [5] Group 5: Challenges and Strategic Responses - Infranor Group faced sales declines due to a weak European economy, with inflation and reduced customer investment impacting performance [6] - The company is implementing supply chain integration and sales management improvements to enhance operational efficiency [6] - Expected improvements in Infranor Group's performance are anticipated by 2026, driven by strategic initiatives [6]

Group 1: Company Advantages - The company has a deep mining service gene and technical leadership, with a unique "product + operation" business model that enhances customer efficiency and safety [3][4] - The company has established long-term partnerships with major global mining companies, leveraging their market influence to acquire more customers [4] - A mature global layout network allows the company to provide localized services and respond quickly to market demands across multiple countries [4] Group 2: Industry Demand Trends - Tire consumption costs account for approximately 24% of the operating expenses in large open-pit mines, indicating a strong correlation between the demand for all-steel giant tires and the mining industry [5] - By 2027, the global production of all-steel giant tires is expected to reach 358,000 units, driven by the increasing demand for mining resources and supportive national policies [5][6] Group 3: Competitive Landscape - The all-steel giant tire market is characterized by an oligopolistic structure dominated by three major international brands, with the company closely following in market share and technology [7][8] Group 4: Market Development Plans - The company aims to increase customer penetration in the domestic market while actively developing new clients and enhancing import substitution [9] - Internationally, the company plans to leverage its reputation and high-end talent to expand into traditional markets in Europe and North America, as well as emerging markets in BRICS countries and Southeast Asia [9] Group 5: Technical Capabilities - The company has diversified technical reserves covering key areas such as materials, processes, and testing, which are essential for maintaining product competitiveness [10] - The product validation process typically takes 12 to 24 months, reflecting the high technical barriers in the industry [11] Group 6: Business Expansion and Future Growth - As of July 31, 2025, the company had an order backlog of approximately CNY 1.424 billion for tire sales, with significant new orders and framework agreements signed [12][13] - The company has successfully developed over 30 clients in more than 15 countries since 2023, indicating strong global market expansion [13] Group 7: Profit Margin Outlook - The company maintains a positive outlook on future profit margins, recognizing the high technical barriers and the potential for increased market share through product quality and operational management services [15] Group 8: Market Dynamics - The replacement market for giant tires is significantly larger than the original equipment market, as tire selection is primarily based on mining conditions and owner preferences [16]

Group 1: Compliance and Regulation - The company ensures compliance of AI-generated content in advertising by adhering to current advertising laws and participating in industry standards development [3] - The company implements management measures based on specific platform rules, including mandatory labeling of AI-generated materials [3] - An intelligent review system for advertising materials is in place to ensure compliance and safety in actual business applications [3] Group 2: Core Value Advantages in the AI Era - The core barrier for advertising agencies lies in the accumulation of structured business data over time, which is difficult for startups to replicate [3] - The ability to organize content with brand thinking allows the company to consistently convey brand image and influence [3] - A large customer base formed through long-term service enables continuous optimization of content systems and service models [3] Group 3: Multi-Modal Content Capabilities - The company has developed multi-modal AI application capabilities, including text, images, charts, and videos [4] - These capabilities are aimed at enhancing content expression and information presentation, with gradual implementation based on business scenarios and client needs [4] Group 4: Event Disclosure - The activity does not involve the disclosure of any undisclosed significant information [4]

Group 1: Mining Operations - The drainage work at the Vatukoula gold mine has been largely completed, and restoration of the mining face is underway. The exploration at North Island Kashi Mountain is set to begin this year, with an estimated 2-3 years required for production readiness, subject to various approvals and external factors [1][2] - The Vatukoula gold mine has a gold grade of approximately 3 g/t for mined ore, while the geological grade is around 7 g/t. The difference is attributed to the mining method and the inherent variability of volcanic rock deposits [3] Group 2: Mergers and Acquisitions - The company’s acquisition strategy focuses on regions outside of existing mining areas in China, particularly in Africa, Central Asia, and potentially South America. Priority is given to projects that are either in production or nearing production, as they are more attractive for financing [2] Group 3: Financial Performance - The main source of revenue for the company comes from gold product sales and rental income, with sales from the Vatukoula gold mine accounting for over 95% of total revenue projected for 2024 [3] - The company utilizes various financing methods, including self-funding, financial institution loans, and capital market financing for its projects [2] Group 4: Risk Management - The political situation in Fiji is relatively stable, with the government focused on creating a safe environment to attract tourism. The company has measures in place to manage exchange rate risks, including procurement and sales strategies to mitigate potential impacts [2] - The rainy season in Fiji significantly affects surface construction but has minimal impact on underground operations, with the company implementing strategies to mitigate associated risks [3]

证券代码：002153 证券简称：石基信息 北京中长石基信息技术股份有限公司 投资者关系活动记录表 编号：2026-01 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 广发证券-王钰翔；国泰海通证券-于航；汇添富基金-胡骏豪、钱 诗翔；信达澳亚-曾丹妮、刘维华、杨超、齐兴方 时间 2026 年 1 月 14 日 地点 北京市海淀区复兴路甲 65 号石基信息大厦会议室+线上调研 上市公司接 待人员姓名 董秘、副总裁-罗芳；证券部-何龙光 投资者关系 活动主要内 容介绍 1、SaaS 业务的收费方式是怎样的？ SaaS 型业务按订阅费方式来收取费用，比如云 PMS 产品按 月和酒店房间数计费。公司的云产品单价与客户使用我们产品功 能模块的多少相关，比如对于 Full Service 和 Limited Service 类型 的酒店，对应的价格会不同。 2、AI 技术的发展对于咱们的系统有新的促进吗？ 目前酒店系统产品的 AI 分为两大块，一类是利用 AI 帮助酒 店营销，按照利用 AI 营销工具产生订单的 ...

| | 4. 公司新设的子"广东省唯智机器人制造有限公司"主要是 | | --- | --- | | | 有哪些战略布局？ | | | 【回复】公司全资子公司"广东省唯智机器人制造有限公司" | | | 致力于成为智能制造领域的先进企业。其核心业务围绕两大主 | | | 线展开：一是精密控制工业机器人及自动化装备的研发、制造 | | | 与系统集成；二是面向电子电力、新能源等领域的高性能磁性 | | | 元器件自动化生产。公司持续推动技术攻关与工艺流程创新， | | | 着力实现关键生产环节的智能化、柔性化与高精度控制，旨在 | | | 通过技术突破和产能升级，为客户提供高附加值的整体解决方 | | | 案，助力产业向高端制造转型升级。 | | 附件清单（如有） | 无 | | 日期 | 2026年 1 月 14 日 | | ☑ | 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 | | 参与单位名称及人员姓名 | 西部证券 徐乙苒 | | 时间 | 2026 年 1月 14 ...

浙江金固股份有限公司投资者关系活动 记录表 编号：20260113 | | □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（电话会议） | | | 开源证券；华泰柏瑞；国联民生；国泰基金；申万菱信； 东北证券；金鹰基金；中金资管；国海电新；长城基金； | | 活动参与人员 | 同花顺；浦银安盛；交银基金；中邮证券；中欧基金；东 | | | 方财富；上海健顺投资；东吴证券；华泰资产；华安基金； | | | 泰康资产；国投机械；华福证券；中金资管；平安资管； | | 华宝基金 | | | 时间 | 2026年1月5日-1月13日 | | 公司 地点 | | | 形式 | 一对多交流 | | | 一、金固股份基本情况 | | | 公司在2010年于深圳证券交易所上市，是中国车轮制 | | | 造行业的领先企业。以新材料技术为核心驱动力，历经三 | | | 十余年的发展，公司正逐步实现从传统零部件制造商向新 | | | 材料解决方案提供商的战略转型。 | | | （ ...

Group 1: Company Overview and Business Growth - The company maintains steady growth, with significant achievements in three areas: overseas expansion of traditional business, rapid growth in HRSG business, and the potential of oil and gas composite pipe business [1] - The company has established a production capacity in Vietnam, which is gradually ramping up, and the construction of the Daguo production base is progressing orderly, expected to be operational this year [2] Group 2: HRSG Market Demand and Production - The HRSG market in the U.S. is experiencing rapid growth due to structural increases in electricity demand, driven by factors such as the expansion of AI data centers and the return of manufacturing [3] - The company’s HRSG equipment primarily matches heavy-duty gas turbines and includes key components such as economizers and evaporators, with a production cycle of approximately 6 months [4][5] Group 3: Pricing and Production Capacity - HRSG product pricing is determined by material and labor costs, with adjustments based on market supply and demand [6] - The Vietnam base can produce about 2 sets of HRSG units per production line annually, with plans for 12 production lines in total [5][6] Group 4: Market Entry and Certification - To enter the North American HRSG market, the company must obtain certifications from the American Society of Mechanical Engineers and pass client production system certifications [8] - The company has achieved ASME certification and is progressing well with client certifications, with orders already in production [8] Group 5: Competitive Landscape - The main competitors in the Vietnam base are from South Korea, Thailand, and Vietnam, but the company has advantages in production costs and extensive experience in the energy equipment sector [10] - The company has established a strong customer base in North America, which enhances its competitive position [10] Group 6: Revenue Recognition - The company primarily uses the FOB (Free On Board) trade model for revenue recognition, confirming revenue upon completion of production and export procedures [11]

Financial Performance - The company's net profit attributable to shareholders for 2025 is expected to be between 130 million and 160 million CNY, representing a year-on-year growth of 74.07% to 114.24% [3]. Product Development - The company has successfully entered the commercial aerospace sector, introducing materials, cabinets, connectors, and electromechanical products into the aerospace industry, which injects new momentum for future growth [3]. - The R&D progress of the 750kV cable accessories includes collaboration with China Three Gorges Construction Group and China Electric Power Research Institute, resulting in two innovative products that have passed national-level technical appraisal, marking a significant technological breakthrough [3]. International Market Expansion - The company has successfully penetrated international markets, including Italy, the USA, Uruguay, Oman, and Algeria, achieving export sales of its full product range [3]. R&D Initiatives - The company’s subsidiary, Shuangjiang Energy, is in the experimental verification stage for its immersion-type insulating cooling liquid, which aims to broaden product variety and enhance market competitiveness [3].

Group 1: Financial Performance - The company achieved a revenue of 1,033.5985 million yuan in the first three quarters of 2025, representing a year-on-year growth of 14.77% [1] - The growth is driven by several factors, including business structure optimization and expansion into new sectors [1] Group 2: Business Strategy and Development - The company is actively expanding into new fields such as electric motors, automotive electronics, and healthcare technology, creating a multi-layered growth matrix [1] - A strategic investment of $10 million was made to enhance the production capacity of its subsidiary in Vietnam, aiming to alleviate capacity pressure and improve local service capabilities [4] Group 3: Robotics Sector Progress - The company has made significant strides in the robotics sector, establishing a collaborative ecosystem from core components to scene solutions through direct investments and industry funds [2] - Recent investments include strategic funding in Shenzhen Yutuo Intelligent Co., which has developed a multi-model robot inspection solution [2] Group 4: Industry Standards and Market Position - The upcoming 2026 smart home industry standards are expected to enhance the company's competitive edge by standardizing protocols and interfaces, thus promoting market expansion [3] - The company is a key player in the smart home industry, participating in the formulation of national and local standards, which positions it favorably for future growth [3] Group 5: Future Outlook and Strategic Initiatives - The company maintains a positive outlook for its overall performance in 2026, focusing on five strategic pillars to enhance operational efficiency and global expansion [4] - Plans for mergers and acquisitions are in place to strengthen the industrial chain and expand business boundaries, particularly in robotics and AI technologies [5]