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立中集团(300428) - 300428立中集团投资者关系管理信息20250421
2025-04-21 09:08
证券简称:立中集团 证券代码:300428 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 63 家机构,具体内容详见附件。 时间 2025 年 4 月 21 日 上市公司接待 人员姓名 立中集团副总裁、董事会秘书李志国;立中集团证券事务代表冯 禹淇。 投资者关系活 动主要内容介 绍 1、公司 2024 年业绩和各业务板块的经营情况如何? 答:2024 年,公司积极应对国内外市场及行业竞争压力,充 分发挥产业链协同优势,聚焦主营业务,提升运营效能,深入开 拓市场与客户资源,全力推动高附加值产品的研发与市场开拓, 落实降本增效策略,持续提升公司盈利能力。2024 年累计实现营 业收入 2,724,637 万元,较上年同期增长 16.61%,累计实现归属 于上市公司股东的净利润为 70,712 万元,较上年同期增长 16.77%,剔除股权激励费用归属于上市公司股东的净利润为 74,723 万元,较上年同期增长 5.31%。 (1)功能中间合金业务 功能中间合金业务始终保持行业龙头优势,公司积极布局高 端新兴产业, ...
长春高新(000661) - 2025年4月21日投资者关系活动记录表
2025-04-21 09:00
Financial Performance - In 2024, the company achieved a revenue of CNY 13.466 billion and a net profit of CNY 2.583 billion attributable to shareholders [2] - JinSai Pharmaceutical contributed CNY 10.671 billion in revenue and CNY 2.678 billion in net profit [2] - R&D investment reached CNY 2.690 billion, an increase of 11.20% year-on-year, accounting for 19.97% of revenue [2] - Sales expenses increased to CNY 4.439 billion, a year-on-year growth of 11.81% [2] Q1 2025 Performance - In Q1 2025, the company reported a revenue of CNY 2.997 billion and a net profit of CNY 0.473 billion [3] - JinSai Pharmaceutical generated CNY 2.617 billion in revenue and CNY 0.535 billion in net profit [3] Product Sales and Market Strategy - Long-acting growth hormone revenue constituted approximately 32% of growth hormone product sales in 2024, increasing to 35% in Q1 2025 [5] - Nutritional products saw a revenue increase of nearly 60% in 2024 [5] - The company is focusing on enhancing market promotion and compliance in its sales strategy [10] R&D and Innovation - The company has 9 innovative drugs in clinical stages, including treatments for various conditions such as rheumatoid arthritis and ovarian cancer [6] - The international sales of JinSai Pharmaceutical saw a remarkable growth of 454% year-on-year, with emerging markets like Algeria becoming significant growth points [3] Management and Operational Adjustments - Management expenses rose to CNY 1.202 billion, a 25.59% increase due to structural adjustments in JinSai Pharmaceutical [3] - The company terminated its stock incentive plan, resulting in a one-time expense of CNY 0.055 billion [3] - A total of CNY 1.33 billion in capitalized development expenses was written off due to project termination [3] Future Outlook - The company aims to enhance its internationalization strategy and increase participation in major academic conferences to boost market recognition of its innovative products [9] - Plans to optimize the real estate business and explore new operational models are underway to improve financial efficiency [12]
广电运通(002152) - 2025年4月18日投资者关系活动记录表
2025-04-21 08:08
软件系统以及生态运营一体化的解决方案。硬件方面,公司深度参与了数字人民 币的运营及兑换环节,参与六大行多个数字人民币钱包推广项目,在文旅消费、 地铁出行、零售购物、边境贸易等多个数币场景实现突破。目前公司正全力抢占 外币自助兑换解决方案市场,公司推出的数字人民币外币兑换机支持港币、美元、 英镑、日元、欧元等实时兑换,可在出入境关口、机场、涉外酒店、国际展览中 心、对外贸易区以及银行网点等场景为境内外人士提供 7*24 小时外币自助兑换服 务,极大提升支付便利性。公司外币自助兑换解决方案已经在工商银行、农业银 行、建设银行、交通银行、广发银行等国有大行及股份制银行落地。近日,由公 司主导的面向多元场景的 AR 数字人民币硬钱包关键技术与应用示范项目获颁十 五运会和残特奥会广州赛区科技创新应用立项证书。数币 AR 硬钱包即将亮相"十 五运",首次实现赛事侧与城市侧多场景覆盖,直击跨境支付痛点,为粤港澳大 湾区三地资金流动、商贸往来提供标准化解决方案。软件方面,公司为诸多商业 银行及机构提供智能合约、数字人民币支付通道、核心业务系统等生态产品。2024 年,公司在数字人民币跨境贸易场景的应用上取得重要突破,中标了千 ...
光库科技(300620) - 2025年4月18日投资者关系活动记录表
2025-04-21 07:48
珠海光库科技股份有限公司 投资者关系活动记录表 编号:2025001 | 投资者关 | □特定对象调研 | □分析师会议 | □媒体采访 | 业绩说明会 | | --- | --- | --- | --- | --- | | 系活动类 | □新闻发布会 | □路演活动 | □现场参观 | | | 别 | □其他 | | | | | 参与单位 | | | | | | 及人员姓 | 线上参与公司2024年年度报告网上说明会的投资者 | | | | | 名 | | | | | | 时间 | 2025年4月18日下午15:00-16:00 | | | | | 地点 | 同花顺路演平台 | | | | | 上市公司 | 联席董事长、总经理Wang Xinglong先生;副总经理吉贵军先生;独立董事刘 | | | | | 接待人员 | 成昆先生;副总经理、董事会秘书吴炜先生;财务总监姚韵莉女士;保荐代表 | | | | | 姓名 | 人胡彦威先生。 | | | | | | 公司与本次参与业绩说明会的投资者进行了网上互动交流,就投资者关注的 | | | | | | 问题进行了回复。具体问题回复如下: | | | | | ...
史丹利(002588) - 002588史丹利投资者关系管理信息20250421
2025-04-21 07:48
Group 1: Financial Performance - In 2024, the company achieved an operating revenue of 10.263 billion yuan, a year-on-year increase of 2.71%, and a net profit attributable to shareholders of 1.88 billion yuan, up 17.89% [3] - In Q1 2025, the company reported an operating revenue of 3.405 billion yuan, a year-on-year increase of 29.56%, with a net profit of 288 million yuan, up 20.84% [3] Group 2: Sales and Production Insights - In 2024, the compound fertilizer sales reached 3.3464 million tons, a year-on-year increase of 12.68%, while the production of monoammonium phosphate surged by 93.8% [3] - The retail sales of horticultural fertilizers reached 4.411 billion yuan, marking a 40.86% increase, with a total of 6.09 million units sold, up 87.96% [3] Group 3: Market Dynamics - The growth of leading companies in the compound fertilizer industry is driven by increased industry concentration, as smaller firms exit the market due to supply-side reforms and stricter environmental regulations [3] - The company anticipates stable growth in the compound fertilizer market despite the zero growth policy for chemical fertilizers, as the planting area for economic crops increases [8] Group 4: Raw Material Price Trends - The company predicts that potassium fertilizer prices may decrease due to negotiations with suppliers, while urea prices are influenced by export policies, which may lead to further price adjustments [4][5] - The future price trends for sulfur and phosphate rock remain uncertain, dependent on export policies and market dynamics [10] Group 5: Subsidiary Performance - The subsidiary Lihe Fertilizer is expected to achieve a profit of approximately 93 million yuan in 2024, while the subsidiary Songzi New Materials is projected to incur a loss of 112 million yuan due to initial production costs [6] - The profitability of Songzi New Materials is expected to improve in the latter half of 2025 as production stabilizes [6] Group 6: Capital Expenditure and Dividends - The company's capital expenditure for 2025 is primarily allocated to settling project payments for Songzi New Materials and relocating the Guangxi Guigang compound fertilizer project, estimated at no more than 400 million yuan [7] - The company plans to enhance cash dividend levels, supported by a strong cash position [7] Group 7: Brand and Sales Strategy - The company is shifting marketing expenses from online to offline channels, focusing on direct sales to large customers and enhancing brand value [10] - The company is leveraging CRM systems for better customer management and expanding its sales force to support direct sales to large agricultural operators [10]
宗申动力(001696) - 001696宗申动力投资者关系管理信息20250421
2025-04-21 07:22
重庆宗申动力机械股份有限公司投资者关系活动记录表 重要提示:凡涉及公司未来计划、发展战略等前瞻性描述不构成公司对投资者 的实质承诺,敬请投资者注意投资风险。 编号:2025-02 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 (请文字说明其他活动内容) 参与单位名称及 人员姓名 投资者现场及网上提问 时间 2025 年 4 月 18 日 (周五) 下午 15:00-17:00 地点 深圳证券交易所"互动易"平台(http://irm.cninfo.com.cn) "云访谈"栏目 上市公司接待人 员姓名 副总经理、董事会秘书林艺 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 公司就投资者在本次说明会中提出的问题进行了回复: 1、美国加征关税对公司的影响大吗?贵司有什么应对措 施? 2024 年度公司内销占总营业收入的比例为 51.99%,出口业 务占总营业收入的比例为 48.01%,内销占比高于外销,此外, 公司出口的国家和地区广泛,公司从国内直接出口美国的占比较 小。针对美国加征关税等外部风险,公司在几 ...
普洛药业(000739) - 2025年4月18日投资者关系活动记录表
2025-04-21 07:14
证券代码:000739 证券简称:普洛药业 普洛药业股份有限公司 投资者关系活动记录表 编号:2025-03 | 投资者关系活动 | ■其他 (投资者电话交流会) | | --- | --- | | 类别 | | | | 山西证券(邓周宇、刘浩然、魏赟、张智勇);国盛证券(胡偌碧、 | | | 徐雨涵);太平洋医药(周豫、乔露阳);广发证券(罗佳荣、田鑫、 | | | 方程嫣);中信证券(陈竹、王凯旋、韩世通、王郑洋);中信建投 | | | 证券(贺菊颖、王云鹏、赖俊勇、袁清慧、刘若飞);招商证券(侯 | | | 彪、许菲菲);浙商医药(郭双喜、盖文化);东吴医药(俞昊岚); | | | 华源证券(陶宸冉);兴业证券(乔波耀);天风证券(刘一伯); | | | 西部证券(邓琳茜);信达证券(贺鑫);华西证券(孙曼);华泰 | | | 证券(李奕玮);华福证券(王宣宇);国信证券(彭思、高熹); | | | 国泰海通(周航、吴晗);申万医药(余玉君);财通证券(邹一瑜); | | | 中泰证券(祝嘉琦);开源证券(阮帅);平安证券(李峰);中金 | | | 公司(吴婉桦);中海基金(陈玮);浙商证券(赵媛);易 ...
星宸科技(301536) - 301536星宸科技投资者关系管理信息20250421
2025-04-21 06:18
证券代码: 301536 证券简称:星宸科技 星宸科技股份有限公司投资者关系活动记录表 编号:2025-003 | | 分析师会议 √特定对象调研 □ | | --- | --- | | 投资者关系活 | □ 媒体采访 □ 业绩说明会 | | 动类别 | □ 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 | 中邮证券、中信证券、国联民生证券、财通证券、东吴证券、长城证券、国金 | | 及人员姓名 | 证券、光大证券、中金公司、山西证券、广发证券、瑞穗证券、东莞证券、富 | | | 国基金、鹏华基金、汇添富、华宝基金、广发基金、浦银安盛、中银基金、永 | | | 赢基金、银华基金、中海基金、申万菱信、东吴基金、财通资管、长城财富、 | | | 兴业基金、东方基金、融通基金、大摩、华西基金、汇丰晋信、中信保诚、金 | | | 鹰基金、交银施罗德、长城基金、大成基金、广东正圆私募、上海宁泉资产管 | | | 理、明景资本、五地私募、Willing Capital、Centerline Investment Management | | | ...
光环新网(300383) - 300383光环新网投资者关系管理信息20250419
2025-04-21 06:00
Group 1: Project Delivery and Development - The Tianjin Baodi project is expected to complete its first and second phases by mid-2025, with revenue generation starting thereafter [1][2] - The company has acquired 368 acres of industrial land in Tianjin Baodi for the third phase, which has received energy consumption indicators and will be developed based on market demand [2][3] - The overall planning for the Tianjin Phase III project is 140 MW, while the Inner Mongolia and Hohhot projects are planned for 63 MW and 100 MW respectively [4][5] Group 2: Market Conditions and Pricing - The current market supply-demand relationship shows no significant changes, with considerable price pressure [3][4] - Demand primarily comes from leading internet companies and cloud service providers, with competitive pressure leading to lower prices [4] - The rental price for computing power has decreased by 30-40% compared to the same period last year [5] Group 3: Energy Efficiency and Sustainability - The company is focusing on green energy requirements for data centers, utilizing solar systems in various locations to meet these demands [5] - The average energy utilization efficiency and renewable energy utilization rates are being improved in response to national policies promoting low-carbon development [2][3] Group 4: Financial Performance and Challenges - The company's cloud computing business is expected to be impacted by the disposal of assets related to Amazon, with an estimated profit reduction of approximately 100 million due to this [4] - The subsidiary Kexin Shencai reported losses due to client strategy adjustments leading to decreased revenue [4]
乐普医疗(300003) - 2024年年报及2025年一季度报投资者关系活动记录表
2025-04-21 05:39
证券代码:300003 证券简称:乐普医疗 乐普(北京)医疗器械股份有限公司 投资者关系活动记录表 编号:2025-001 | | □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 | □新闻发布会 □路演活动 | | 动类别 | | | | □现场参观 | | | □其他 | | 参与单位名称 | | | | 108 家境内外机构共 154 名参会人员,详见附件明细 | | 及人员姓名 | | | 时间 | 2025 年 4 月 20 日 | | 地点 | 电话会议 | | 上市公司接待 | 董事长 蒲忠杰 | | | 财务总监 王泳 | | 人员姓名 | 董事会秘书 江维娜 | | | 公司介绍: | | | 各位投资者上午好,感谢大家来参加业绩说明会,我先介绍一 | | | 下公司 2024 年业绩情况和 2025 年展望。 | | | 2024 年公司总体营收同比下降 23.52%,其中医疗器械板块营收 | | | 同比下降 9.47%,主要是因为体外诊断业务降幅较大,冠脉植介入 | | | 和结构性心脏病业务分别同比增长 6.35%和 44.0 ...