Group 1: Industry Outlook - The global LED lighting market is projected to reach $82.042 billion by 2026, with a penetration rate expected to rise from 46.50% in 2019 to 87.40% by 2030 [1] - China, as the largest producer and exporter of LED lighting products, has significant growth opportunities in the industry [1] Group 2: Financial Performance - In 2024, the company achieved a revenue of ¥1,640,959,181.80, representing a year-on-year growth of 7.35% [3] - The net profit attributable to shareholders was ¥230,590,202.57, reflecting a slight increase of 0.17% compared to the previous year [3] Group 3: Shareholder Returns - The company has implemented a profit distribution policy, committing to distribute at least 50% of the annual distributable profits in cash [2] - As of 2023, the company has distributed a total of ¥249 million in cash dividends and repurchased 1,483,309 shares, accounting for 1.4171% of the total share capital [2] - The 2024 profit distribution plan includes a cash dividend of ¥18.95 per 10 shares, totaling approximately ¥195,538,779.45 [2] Group 4: Strategic Initiatives - The company plans to enhance operational quality through increased R&D investment and market expansion, particularly in Europe, Oceania, Asia-Pacific, and the Middle East [4] - The establishment of a production base in Vietnam aims to diversify the industrial layout and reduce operational costs, leveraging local labor and tax incentives [5][6][7][8] - The company anticipates that the investment in Vietnam will not negatively impact its performance and will improve market responsiveness and risk resilience [8] Group 5: Market Challenges - Approximately 7.3% of the company's total revenue comes from exports to the U.S., indicating that the impact of U.S. tariffs is minimal [9] - The company acknowledges the complexities and unpredictability of stock price fluctuations in the secondary market, emphasizing the importance of rational investment [12]

证券代码：002652 证券简称：扬子新材 苏州扬子江新型材料股份有限公司 投资者活动记录表 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位 名称及人 员姓名 扬子新材2024年度业绩说明会采用网络远程方式进行，面向全体投 资者 时间 2025 年 4 月 11 日 15:00-16:30 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 人员姓名 主持人：扬子新材 董事长：王梦冰 总经理助理：杨坤 董事、财务总监：滕凤娟 董事会秘书：丁富君 独立董事：钱志强 投资者关 系活动 主要内容 介绍 1.公司产品的优势及应用方向有哪些？ 答：公司是国内较早进入有机涂层板行业的民营企业之一，主要从 事有机涂层板的研发、生产和销售业务。公司有机涂层板产品应用 于多个终端产业，主要包括集成电路厂房、医药 GMP 厂房、医疗场 所、大型场馆等建筑项目建设、装饰以及家电行业产品的外观部件 等。根据应用场景需求的不同 ...

1 促使农业向规模化、机械化、高端化、智能化、 无人化的方向发展。同时，中国农业机械制造商 在走向海外时面对的是空间更大、利润率更高的 市场。公司正借助中国全球化战略，把我们产品 推向全球万亿的大市场。 近几年公司正在加速研发和投入农业机械 板块，以工程机械的技术制造水平、市场优势、 管理优势来助力农业机械向高端化、绿色化、智 能化方向发展。同时，公司的农业机械的核心零 部件方面也在持续取得突破。 2024 年，公司农业机械收入 46.5 亿元，同 比增长 122.29%，相信以中联重科工程机械的研 发实力，加上公司持续的研发投入，未来在农业 机械海内外市场取得亮眼表现值得期待。 证券代码：000157/1157 证券简称：中联重科 中联重科投资者关系记录表 编号：2025-04 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） 活动参与人员 境内、境外投资者及分析师等。 时间 2025年4月09日 地点 长沙 形式 线上 上市公司接待人 员姓名 董事会秘书陶兆波先生、农机营销总公司常务副 总经理张翅先生、投资 ...

编号：2025-012 | | □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：电话会议 | | 参与单位名称及 | 平安资管：顾皓卿、马继愈、范自彬 | | 人员姓名 | 长江证券：柯睿 | | 时间 | 2025 年 4 月 10 日 | | 地点 | - | | 上市公司接待人 员姓名 | 谢瑾琨等 | | | 互动环节 | | | 1、公司直接和间接出口到美国的占比有多少，加征关税预计对公司业务影响 | | | 有多少？ | | | 答：公司主要从事各类中高档服饰及箱包辅料产品的研发、制造与销售。从 | | | 产品交付的角度看，公司主要根据品牌服饰企业的要求将产品直接交付给客户自 | | | 有或其指定的成衣加工等企业，因而公司国际业务的出口区域基本集中在孟加拉、 | | | 越南等国际服装加工出口较多的国家或地区，直接出口到欧美源头国家的业务量 | | | 非常低。因此，终端消费国或区域调整成衣等商品的关税对公司业务的直接影响 | | 投资者关系活动 主要内容 ...

证券代码：300482 证券简称：万孚生物 债券代码：123064 债券简称：万孚转债 广州万孚生物技术股份有限公司投资者关系活动记录表 | 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：电话会议，投资者线上交流会 | | 参与单位名称及 | 华泰证券股份有限公司、中信建投证券股份有限公司、中信证券股份有限公 | | 人员姓名 | 司、国盛证券股份有限公司、信达证券股份有限公司、中国银河证券股份有 | | | 限公司、天风证券股份有限公司、太平洋证券股份有限公司、开源证券股份 | | | 有限公司、西南证券股份有限公司、国信证券股份有限公司、国联民生证券 | | | 股份有限公司、国泰海通证券股份有限公司、华创证券有限责任公司、中邮 | | | 证券有限责任公司、中泰证券股份有限公司、兴业证券股份有限公司等机构 | | 时间 | 2025 年 4 月 10 日 | | 地点 | 电话会议 | | 上市公司接待人 | 董事长：王继华 | | 员姓名 | 董事 ...

Group 1: Financial Performance - Gross margin reached 40.35%, an increase of 3.02% compared to the same period last year [1] - Total revenue for 2024 was 2.943 billion CNY, a year-on-year growth of 9.27% [1] - Revenue from headphones and headsets was 1.841 billion CNY, with a gross margin of 39.73%, up 3.53% year-on-year [1] - Domestic sales revenue was 2.312 billion CNY, a year-on-year increase of 11.57% [1] Group 2: Product Development and Market Strategy - The company launched several high-end new products, including NeoBuds Pro3 and Hi-Fi flagship speaker S300 [1] - Open-ear headphones (OWS) are a key growth area, with over ten models launched to date [2] - The company is focusing on enhancing product differentiation and expanding its global consumer base [2] - The introduction of AI products and algorithms has been completed, enhancing the functionality of various offerings [2] Group 3: Competitive Landscape and Brand Positioning - The headphone market has become increasingly competitive with the entry of major smartphone brands [2] - The company emphasizes its sound quality and rapid product iteration as key competitive advantages [2] - Brand expansion includes multiple sub-brands targeting different consumer segments, such as Hi-Fi and esports [2]

Financial Performance - In 2024, the company achieved a total revenue of 2.567 billion RMB, a decrease of 10.45% year-on-year [3] - The net profit attributable to shareholders was 88 million RMB, down 42.54% compared to the previous year [3] - The total profit for the year was 128 million RMB, reflecting a decline of approximately 34% year-on-year [3] - The company maintained stable operating expenses, with sales, R&D, and management costs at 37.78 million RMB, 131 million RMB, and 256 million RMB respectively [3] Business Development - The company successfully expanded its international market, achieving a record high of 1.365 billion RMB in overseas drone revenue [3] - Two new user countries were added, and the company received export approval for CH-9 and CH-3D drones, laying a solid foundation for future exports [3] - The company completed 40 flight projects, flying over 3,300 aircraft with a total flight time of 13,500 hours [3] Strategic Initiatives - The company is focusing on high-quality development and has made significant progress in governance and brand building, receiving an "A" rating for information disclosure from the Shenzhen Stock Exchange [4] - A total of 89 patents were applied for, with R&D investment reaching 516 million RMB, exceeding 20% of revenue [3] - The company is exploring new business models in after-sales service and has established a spare parts library in user countries [3] Market Outlook - The export revenue of drones is approximately 1.3 billion RMB, while domestic revenue is around 400 million RMB, with an export gross margin of about 36% and a comprehensive gross margin of 28% [4] - The market outlook for the next 3-5 years is optimistic, particularly for low-cost drones and high-altitude, high-speed drones [4] - The company anticipates a balanced revenue structure between domestic and international markets, with foreign military trade expected to contribute more significantly to profits [7] Challenges and Responses - The company faces challenges such as increased operating costs and changes in product structure, which have led to a decline in gross margins [5] - To maintain competitiveness, the company is enhancing customer engagement and rapidly responding to user needs [5] - The company is also addressing the competitive landscape in the drone market by improving product design and optimizing costs [7]

证券代码：002367 证券简称：康力电梯 康力电梯股份有限公司投资者关系活动记录表 编号：2025-01 | | □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 | | | □新闻发布会 □现场参观 | | 类别 | □路演活动 | | | □其他 | | 参与单位名称及 | 投资者网络提问 | | 人员姓名 | | | 时间 | 2025 年 4 月 10 日 15:00-17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（http://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | | 1、董事长、总经理 朱琳昊先生 | | 上市公司接待人 | 2、独立董事 韩坚先生 | | 员姓名 | 3、董事、副总经理、财务总监 沈舟群女士 | | | 4、董事、副总经理、董事会秘书 吴贤女士 典型问题如下： | | | 1、请问公司未来的发展战略，特别是在技术创新、市场拓 | | | 展、国际化布局等方面的具体规划和预期目标？ | | | 尊敬的投资者您好！公司当前的重要精力在电梯行业结构 | | | 性 ...

证券代码：002779 证券简称：中坚科技 浙江中坚科技股份有限公司投资者关系活动记录表 编号：2025002 | 有信息均以在上述指定媒体刊登的信息为准。 | | | --- | --- | | | 公司将严格按照有关法律法规的规定和要求，认真履行信 | | 息披露义务，及时做好信息披露工作。敬请广大投资者理性投 | | | 资，注意风险。 | | | 二、问答交流 | | | 1、公司目前海外销售业务分布情况及当下对等关税政策对公 | | | 司业务的影响。 | | | 答：公司园林机械海外销售业务欧洲区域占比超过 | 90%，北美 | | 区域收入占比较小，美国关税政策调整对公司的直接影响有限 | | | 且可控。此外，中欧关系与中欧贸易环境继续保持延续性、稳 | | | 定性。公司进一步开拓海外市场的战略部署不会发生变化，一 | | | 方面加快海外园林机械市场开拓与产能布局，另一方面加速在 | | | 人工智能机器人领域的拓展。公司管理层高度重视高质量持续 | | | 健康发展，紧抓服务国家战略和实体经济主线，主动融入新发 | | | 展格局，推动培育新质生产力，不断提升公司运营质量，为投 | | ...

Financial Performance - In 2024, the company achieved revenue of CNY 1,648,896,425.50 from polyester resin, accounting for 95.65% of total revenue [2] - R&D investment in 2024 was CNY 51,982,997.02, a year-on-year increase of 9.61%, representing 3.02% of revenue [2][3] - Gross margin for 2024 was 14.92%, an increase of 0.81% year-on-year, with net profit of CNY 146,396,329.13, up 39.10% [4] Sales Distribution - Domestic sales in 2024 amounted to CNY 1,406,096,499.56, making up 81.56% of total revenue, while international sales were CNY 317,848,577.67, accounting for 18.44% [3] - The company’s direct exports to the U.S. represented less than 1% of total revenue, indicating limited impact from U.S. tariffs [4] Product Development and Innovation - The company has developed 17 invention patents and 9 utility model patents, focusing on market-driven R&D [3] - New product developments include low-temperature curing indoor large-pattern resin and environmentally friendly powder coatings [3] Market Position and Strategy - The company is a leading supplier of polyester resin for powder coatings, with over 10% market share in 2023 [6] - Future strategies include enhancing core competitiveness, optimizing technology, and expanding product functionality to meet market demands [5][6] Capacity and Expansion - Current production capacity is 21.9 million tons, with an additional 150,000 tons under construction [5] - The new capacity project is expected to enhance market share and competitiveness, aligning with the company's strategic goals [5] Industry Trends - The powder coating industry is experiencing growth due to environmental policies and the shift towards green development, with a compound annual growth rate of 11.16% for polyester resin from 2018 to 2023 [6]