投资者关系活动记录表 | □特定对象调研 | 分析师会议 □ | 投资者关系活动 | | --- | --- | --- | | □ 媒体采访 | √ 业绩说明会 | 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） | | | 投资者网上提问 | | 参与单位名称及 | | | | 人员姓名 | | 年 月 2025 4 | 日 (周一) 下午 28 15:00~16:30 | 时间 | | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | 地点 | | 采用网络远程的方式召开业绩说明会 | | | | 1、董事长 | 卜爱民 | 上市公司接待人 | | 2、常务副总经理（代总经理） | 梁向阳 | 员姓名 | | 3、财务总监、副总经理、董事会秘书 | 董惠 | | | | 4、中信证券投行委工业与先进制造行业组副总裁 肖尧 | | | | 5、中航证券有限公司证券承销与保荐分公司业务董事 闫亚格 | | | 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 ...

Financial Performance - In 2024, the company achieved revenue of CNY 268.795 billion, a year-on-year increase of 15.91% [3] - Net profit attributable to shareholders was CNY 13.366 billion, up 22.03% from the previous year [3] - The gross profit margin for 2024 was 10.41%, down 1.17 percentage points from 11.58% in 2023 [3] - In Q1 2025, revenue reached CNY 61.788 billion, a 17.90% increase year-on-year [6] - Q1 2025 net profit was CNY 3.377 billion, a 31.25% increase compared to the same period last year [6] Operational Efficiency - Operating expense ratio for 2024 was 5.94%, down from 6.30% in 2023, indicating improved operational efficiency [3] - The company’s cash flow from operating activities in 2024 was CNY 27.117 billion, slightly down from the previous year [4] - Inventory turnover days decreased to 45.94 days in 2024, down 12.98 days year-on-year, reflecting better inventory management [5] Business Segments Consumer Electronics - The consumer electronics segment saw significant growth, with a focus on "scene ecology, AI empowerment, and global collaboration" [7] - The wearable device market is projected to reach 190 million units in 2024, with a focus on health monitoring features [8] - The company plans to reduce the carbon footprint of health monitoring products by 30% by 2025 [9] Communication - The communication segment's revenue for 2024 was CNY 18.359 billion, a 26.29% increase year-on-year [14] - The company is positioned to benefit from the growing demand for AI infrastructure, with expected GPU server penetration increasing from 7% in 2023 to 30% by 2028 [15] Automotive - Automotive sales reached CNY 13.7 billion in 2024, nearly a 50% increase from 2023 [20] - The automotive wiring harness segment accounted for 60% of automotive business revenue, with significant growth in high-voltage and high-speed harnesses [20] - The company is the only domestic firm capable of fully developing automotive connectors, with high-voltage connectors now in stable supply to major manufacturers [21] Strategic Outlook - The company aims to enhance its technology capabilities and expand its market presence in the automotive sector, particularly in smart driving and intelligent cockpit products [22] - Future capital expenditures are expected to focus on upgrading facilities in Vietnam and Indonesia, with a projected capacity contribution of nearly 30% from the Vietnam plant by 2025 [26] - The company plans to maintain a growth target of 20%-25% despite fluctuating tariff policies, indicating resilience in its operational strategy [30]

3、公司的长期发展战略是什么？ 证券代码：300928 证券简称：华安鑫创 华安鑫创控股（北京）股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 业绩说明会 | | | □路演活动 □新闻发布会 | | | □现场参观 | | | □其他 | | 参与单位名称 | 线上参与华安鑫创 2024 年度网上业绩说明会的投资者 | | 及人员姓名 | | | 时间 | 2025 年 4 月 28 日（星期一）下午 15:00-17:00 | | 地点 | "约调研"微信小程序 | | 上市公司接待 | 董事长、总经理：何攀先生 | | 人员姓名 | 独立董事：周丽君先生 | | | 独立董事：解占军先生 | | | 董事、财务总监：牛晴晴女士 | | | 董事会秘书：易珊女士 | | | 保荐代表人：邱新庆先生 | | | 公司 2024 年度业绩说明会互动问答的主要内容如下： | | | 1、智能座舱终端业务在 2024 年实现了 10,065.33 万元的营收，同比增 | | 投资者关系活 ...

证券代码：000623 证券简称：吉林敖东 吉林敖东药业集团股份有限公司 投资者关系活动记录表 编号：2025-002 | | □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（请文字说明其他活动内容） | | | 参与单位名称 | 通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 及人员姓名 | 参与本次 2024 年度业绩说明会的投资者 | | | 时间 | 2025 年 4 28 日（星期一）15:00—17:00 | 月 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待 | 副董事长、总经理：郭淑芹 | | | | 独立董事：肖维维 | | | 人员姓名 | 董事、副总经理、财务总监：张淑媛 | | | | 董事、副总经理、董事会秘书：王振宇 | | | | 1、行业以后 ...

证券代码：002074 证券简称：国轩高科 国轩高科股份有限公司 投资者关系活动记录表 编号：2025-001 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 □一对一沟通 □券商策略会 ■其他__投资者电话交流会__ 参 与 单 位 名 称 及 人 员姓名 与会投资者约 380 人 时 间 2025 年 4 月 28 日 15:00-16:00 地 点 电话交流会 上 市 公 司 接待人员 董事会秘书：汪泉 财务负责人：张一飞 证券事务代表兼 IR 总监：徐国宏 公 司 基 本 情 况 及 核 心要点 报告期内，公司国内外市场稳健发展，不断推出创新产品及解决方 案，综合竞争力持续增强，业绩实现稳健增长。2024 年度，公司出货约 63 GWh，实现营业收入 353.92 亿，同比增长 11.98%；实现归母净利润 12.07 亿，同比上升 28.56%；实现扣非净利润 2.63 亿，同比增长 125.86%。 2025 年一季度，公司出货约 18 GWh，实现营业收入 90.55 亿，同 比增长 20.61%；实现归母净利润 ...

Financial Performance - In 2024, the company achieved a revenue of CNY 5.118 billion, a year-on-year increase of 19.16% [2] - The net profit attributable to shareholders was CNY 1.628 billion, up 11.41% year-on-year [2] - As of December 31, 2024, total assets reached CNY 8.026 billion, growing by 21.42% compared to the previous year [2] - For Q1 2025, revenue was CNY 1.353 billion, reflecting a 3.46% year-on-year growth [3] - The net profit attributable to shareholders for Q1 2025 was CNY 518 million, a significant increase of 21.57% [3] Business Growth Drivers - The growth in performance is attributed to the stable operation of long-term products such as "Original Legend" and "Blood of Heroes," as well as the successful launch of new products like "New Legend of the Dragon Slayer" and "Monster Alliance" [3] - The increase in net profit outpaced revenue growth due to a shift in business structure, with a higher proportion of R&D business and reduced marketing expenses [3] International Expansion - In 2024, overseas revenue reached CNY 375 million, marking a substantial year-on-year increase of 221.48% [3] - The company has established deep partnerships with various overseas channels and is actively expanding its global distribution strategy [4] Dividend Policy - In 2024, the company conducted two cash dividend distributions totaling CNY 425 million [5] - Future dividends will be balanced with business development needs and operational conditions to ensure stable returns for investors [5] Shareholder Confidence - The actual controller and executives have committed to not reducing their shareholdings for five years, reinforcing investor confidence [6] - In 2024, the chairman and executives collectively increased their holdings by approximately 979,950 shares, valued at about CNY 89.77 million [7] Product Pipeline - The company has several upcoming products, including "Tomb Raider: Journey" and "Douluo Continent: Evil Suppression Legend," which are expected to enhance its market presence [7] - A diverse range of IPs has been accumulated, including popular titles like "Gundam" and "Overlord," supporting the company's product diversification strategy [10] Strategic Investments - As of March 31, 2025, the company completed an investment in Tyrell AI Limited, acquiring over 16% of the shares, which is expected to enhance its capabilities in AI-driven gaming applications [12]

Financial Performance - In 2024, the company achieved a revenue of CNY 1.44 billion, with AI native application revenue approximately CNY 67 million, marking a year-on-year growth of over 100% [3][11] - In Q1 2025, the company reported a revenue of CNY 380 million, representing a year-on-year increase of 6.06% [3][10] Research and Development - In 2024, the company invested CNY 442 million in R&D, with a R&D expense ratio of 30.73%, highlighting its commitment to innovation [4] - The company developed a multimedia model "Tianmu" covering video, audio, image, and language models, and enhanced its AI capabilities across various products [4] Product Innovation - The video creative product Filmora upgraded to version 14, introducing over ten innovative features, resulting in a 68% increase in Trustpilot ratings [5] - The mobile version of Filmora saw a 90% increase in monthly active users in 2024, with a significant rise in revenue share [5][14] - AI marketing short video tool Virbo's revenue grew approximately 200% year-on-year, while the AI image product SelfyzAI's revenue increased about 400% [6] Team Development - By the end of 2024, the company employed 1,704 people, an increase of 8.26% year-on-year, with R&D personnel accounting for approximately 54% [7] - The company promotes a "big platform, medium product, small team" management strategy to foster innovation and entrepreneurship among employees [7] Ecosystem Collaboration - The company actively participates in AI hardware and software ecosystem collaborations, achieving a 34% year-on-year growth in government and enterprise revenue in 2024 [8] - The company received the "Outstanding Contribution Member Unit" award from the Xinchuang Working Committee in 2024, enhancing its brand recognition [8] Future Outlook - The company is optimistic about the development of multimodal AI applications and aims to integrate AI capabilities deeply into traditional workflows [9] - The company plans to continue expanding its user base and enhancing the perceived value of AI through real experiences [9][12] Marketing and Commercialization - The company increased marketing expenses significantly in 2024 to enhance brand awareness and product visibility, with a 9% decrease in sales expenses in Q1 2025 compared to Q4 2024 [10] - AI native application revenue is expected to continue growing, with the company focusing on enhancing user experience and commercializing AI features [11][12] External Model Integration - The company maintains an open attitude towards external large models while focusing on self-developed algorithms for vertical user scenarios [17][18] - The integration of external models is expected to accelerate the iteration and commercialization of AI functions [18]

证券简称：星云股份 证券代码：300648 福建星云电子股份有限公司 答：研发验证测试主要来源于三个方面：一是客户对于新 电池的测试需求，这是占比最高且耗时最长的部分；二是 更换新材料、新配方或新供应商时，需要进行大量的验证 测试；三是为满足客户定制 pack 的需求，即针对不同车 企的独特要求进行专门的定制化测试，这也需要大量的验 证工作。 5. 对于电芯自燃问题，如何通过检测来预防？ 答：通过有效检测手段，可以在电池发生临界状态前预警 以预防自燃等风险。电池性能变化是一个过程，可通过检 测及时发现问题并采取措施，而不是等到电池达到临界点 才进行干预。这样可以有效解决电池安全问题。 | 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（线上会议） | | | 开源证券、国信证券、长江证券、财通基金、中国国金、 | | 参与单位名称 | 中信建投、国盛证券、华福证券、平安资本、同泰资金、 | | 及人员姓名 | 吉富创业投资、前海中船（深圳）私募、长城财富保险资 | | | 产管理、 ...

北京汉仪创新科技股份有限公司 2024 年度业绩说明会 投资者关系活动记录表 证券代码：301270 证券简称：汉仪股份 编号：2025-002 | | □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 □电话会议 | | | | | □其他： （请文字说明其他活动内容） | | | | 参与单位名 | 汉仪股份2024年度业绩说明会采用网络远程方式进行，面向全体投 | | | | 称 | 资者 | | | | 及人员姓名 | | | | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 | | | | 公司接待人 | 主持人：汉仪股份 董事长, 总经理：谢立群 | | | | | 董秘：练源 | | | | 员 | | | | | 姓名 | 财务总监：陈晓力 | | | | | 独立董事：苗丁 | | | | | 保荐代表人：张玥 | | | | | 1.公司上市今年就要到三年 ...