Group 1: Company Overview and Operations - The company specializes in flexible printed circuit boards (FPC) and has achieved large-scale production capabilities, particularly in the electric vehicle sector [3] - The company has established partnerships with major automotive clients, including XPeng Motors, Dongfeng Nissan, and Geely, among others [3] - The company is positioned as a leading supplier in the CCS (Cell Connection System) market, with cumulative shipments exceeding 100 million units [3] Group 2: Market and Clientele - Key clients in the energy storage sector include CATL, Sungrow, and other industry leaders [5] - The company has begun mass production for a leading North American electric vehicle manufacturer [6] - The company has secured significant orders from Bloom Energy for AIDC components, indicating strong demand [7] Group 3: Future Plans and Development - The company plans to expand production capacity across multiple locations, aiming to meet increasing client demands [10] - A new production base in Ningde is expected to increase capacity by approximately 2 billion yuan [24] - The company is exploring new applications for FPC in areas such as low-altitude economy and robotics [16] Group 4: Financial Performance and Projections - The average value per electric vehicle for the company is approximately 3,000 yuan for a 100 kWh electric vehicle [26] - The company anticipates an increase in the proportion of revenue from energy storage products, which will be a key focus area in the coming year [20] - The company is committed to achieving ambitious targets set forth in its recent equity incentive plan [30]

Group 1: Market Trends - The global LED display market is projected to reach $79.71 billion by 2025 and $102.36 billion by 2028, with a compound annual growth rate (CAGR) of 7% from 2023 to 2028 [2][3] - Mini LED is identified as a new growth point, with the global market expected to reach $3.3 billion by 2028 and a CAGR of approximately 40% from 2024 to 2028 [3] Group 2: Company Products in MLED - The company has launched several products in the MLED field, including MLED core detection equipment and MLED core integrated circuits [4] - Key detection equipment includes the MLED Demura system, MLED lighting test machine, MLED color grading machine, and MLED fully automatic repair machine, enhancing production efficiency and quality [4] - Integrated circuits include MLED ASIC control chips, high-speed interface chips, and PWM+PAM mixed drive chips, improving display quality and meeting industry demands for high-quality and ultra-thin MLED displays [4] Group 3: R&D Investment - R&D investments for the first three quarters of 2024 and 2025 were $5.40 million and $3.88 million, respectively, accounting for 16.47% and 16.05% of revenue [4] - The company plans to maintain high R&D investment levels and focus on cutting-edge technology to enhance its competitive advantage [4] Group 4: AI Technology Integration - The company is actively exploring the application of AI technology in the video display control industry [5][6] - AI technology has been integrated into some products to enhance visual quality, with plans for continued exploration of potential applications [6]

Group 1: Company Overview - Suning Universal Co., Ltd. focuses on real estate development and sales, pursuing a dual business strategy in real estate and medical aesthetics [1] - The company operates nationwide, with a strong emphasis on the Yangtze River Delta region, adhering to a "low debt, high return" operational strategy [1] Group 2: Medical Aesthetics Business Performance - The medical aesthetics segment has seen a 50% year-on-year increase in new customer prepayments [2] - The company has established 7 medical aesthetics institutions, with the Wuxi Suya Medical Aesthetics Second Hospital beginning trial operations [2] - The medical aesthetics institutions are characterized by complete qualifications, standardized management, advanced technology, and high-quality service [2] Group 3: Competitive Advantages and Achievements - The Tangshan institution achieved significant growth despite market challenges, reflecting the company's commitment to quality [3] - The Wuxi institution received multiple awards, including the "Ten Thousand Genuine Product Guardian Award" and "Annual Impact Brand Award," highlighting its strong market position [2] - The Shanghai institution possesses unique qualifications for advanced surgical techniques, with plans for upgrades to attract more customers [3] Group 4: Target Market and Strategic Planning - The medical aesthetics business targets mid-to-high-end clientele, focusing on high-quality service and competitive pricing to attract new customers [4] - The company aims to integrate the medical aesthetics industry chain, enhancing operational efficiency and reducing costs through strategic property use and bulk purchasing [4] - By 2026, the medical aesthetics segment's revenue share is expected to increase significantly with the operation of new institutions in the Yangtze River Delta [4] Group 5: Future Business Development Outlook - The company maintains a dual-driven development approach in real estate and medical aesthetics, leveraging stable cash flow from real estate to expand medical aesthetics revenue [5] - Continuous attention to new industries and opportunities will support the optimization of business structure and resource allocation for sustainable growth [6]

附件二：投资者关系活动记录表格式 证券代码： 002202 证券简称：金风科技 | | 编号： | | --- | --- | | 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 | 西部证券 邓宇轩 中金公司 车昀佶 天风证券 杨志芳 东吴证券 胡隽颖 | | 姓名 | 中信证券 林劼 | | 时间 | 2025年12月26日 | | 地点 | 线上会议 | | 上市公司接待人员姓 | 投资者关系经理 于洋 | | 名 | 投资者关系主管 刘茜 | | | 公司在智慧运维方面有何布局？ | | | 答：新能源发电项目全面参与电力市场交易，显著提升了行业对电力交易 | | | 相关产品与服务的需求。"数智化"转型作为应对市场变革、提升竞争力 | | | 的核心路径，持续引领行业发展。在"无人化"场站建设方面，公司通过 | | | 智慧运营平台建设提升故障预警效率与实时监测能力，加速场站"无人化" | | | 进程，运维人效平均提升25%以上。2 ...

深圳市昌红科技股份有限公司 投资者关系活动记录表 编号：2025-003 | | □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 | | 参与单位名称及 | 山西证券杜鹏程，国金证券周焕博，亚洲红马投资高鼎、陈一 | | | 鸣，国宝人寿邹斌，高毅资产王骊鹏，泰康资管刘勍等 10 名 | | 人员姓名 | 投资者。 | | 时间 | 2025 年 12 月 26 日 15:30-16:00 | | 地点 | 线上会议 | | 上市公司接待人 | 副总经理兼董事会秘书刘力；证券事务代表陈晓芬、程筱玥。 | | 员姓名 | | | | 一、介绍鼎龙蔚柏基本情况 | | | 鼎龙蔚柏在半导体生产领域主要为客户提供半导体晶圆载具 | | | 和洁净包装物等产品，致力于为半导体制程提供全方位、高精 | | | 度的承载、运输产品。目前在研产品包括 FOUP、FOSB、HWS、 | | | 光罩载具、超洁净桶等多款产品。 | | | 二、提问与交流 | | | 1、请 ...

股票代码：002920 股票简称：德赛西威 惠州市德赛西威汽车电子股份有限公司 投资者关系活动记录表 惠州市德赛西威汽车电子股份有限公司 | 商柔芷 | 信达澳亚基金 | 林峰 | 中信证券资产管理有限公司 | | | | --- | --- | --- | --- | --- | --- | | 王可丹 | 共青城鼎睿资产管理有限公司 | 刘宇尘 | 银华基金管理股份有限公司 | | | | 李峰 | 平安证券股份有限公司 | 郭子琪 | 博时基金管理有限公司 | | | | 史世祺 | 兴华基金管理有限公司 | 金炜 | 中信保诚资产管理有限责任公司 | | | | 林仁兴 | 上海金恩投资有限公司 | 成佩剑 | 上海五地私募基金管理有限公司 | | | | 张端锋 | 华泰自营 | 阎安琪 | 中银基金管理有限公司 | | | | 黄向前 | 深圳市尚诚资产管理有限责任公司 | 周宗舟 | 汇丰晋信基金管理有限公司 | | | | 郑常斌 | 中航基金管理有限公司 | 王梁 | 长江养老保险股份有限公司 | | | | 李其东 | 上海嘉世私募基金管理有限公司 | 劳杰男 | 汇添富基金管理股份有限公 ...

证券代码：001391 证券简称：国货航 中国国际货运航空股份有限公司 投资者关系活动记录表 | 和资本运作效率，提升投资回报。 | | --- | | 问题二：公司新引进运力是否都是新货机，未来是 | | 否还有客机改装计划？ | | 答：2025 年度，国货航引进的波音 777 货机均为全 | | 新货机，A330 货机为客机改装货机。关于未来是否 | | 继续推进客机改装项目，公司将根据实际运营需 | | 求、市场环境及经济效益等因素，综合评估后审慎 | | 决策。 | | 问题三：国货航的航线拓展和价格管理情况如何？ | | 答：国货航通过强化生产组织快速响应客户需求， | | 共同把握市场趋势、创造商业价值。2025 年上半 | | 年，全货机方面，结合市场需求和公司运力引进计 | | 划，新开成都-迪拜、上海-河内、广州-格拉斯哥 | | 等 6 条航线，抢占新兴机会市场，同时加密上海始 | | 发到欧美干线的航班频次，巩固上海市场传统大客 | | 户合作。 | | 价格管理方面，深化包机与协议竞价系统应用，探 | | 索更具市场吸引力的竞价模式，进一步拓展销售渠 | | 道；推进运价管理规范化水 ...

证券代码： 300597 证券简称：吉大通信 吉林吉大通信设计院股份有限公司投资者关系活动记录表 编号：2025-005 | | 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） | | 参与单位名称及 人员姓名 | 国信证券、吉林省证券业协会及个人投资者，共计 21 人。 | | 时间 | 2025 年 12 月 26 日 15:30-17:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 公司董事、董事会秘书、副总经理耿燕女士及证券部工作人 | | 员姓名 员 | | | | 董事会秘书向投资者介绍了公司基本概况和发展历程， | | | 并就投资者比较关注的问题进行了逐一回答，随后投资者对 | | | 合作的智慧餐厅进行了参观体验。主要问题及回复如下： | | | 1、根据国家"十五五"规划，公司整体战略规划是什么？ | | | 发展重点和投向是什么？ | | | 答：感谢您的提问，公司将紧扣国家"十五五"规划， | ...

Group 1: Company Performance and Strategy - In 2025, the company achieved a revenue of 9.175 billion CNY in the first three quarters, a decrease of 27.2% year-on-year, with over 70% of revenue coming from overseas markets [3] - The company focuses on maintaining high-quality clients and differentiating its competitive strategy amid the domestic steel industry's structural adjustments [3] - The company aims to enhance its core capabilities and competitiveness to ensure stable performance despite domestic challenges [3] Group 2: Overseas Operations and Market Conditions - The primary currencies for overseas project settlements are USD, EUR, and CNY, with manageable foreign exchange risks [4] - The company actively participates in international projects, aligning with China's "Belt and Road" initiative and focusing on risk management and localized operations [5] - The resolution of the Russia-Ukraine conflict could create new project opportunities, but current geopolitical uncertainties make it difficult to predict the timing of these opportunities [6] Group 3: Future Outlook and Financial Policies - The company plans to implement a stable dividend distribution policy as part of its three-year shareholder return plan (2023-2025) to enhance transparency and encourage long-term investment [8] - The gross profit margin for engineering projects was 15% in Q3 2025, showing stability and slight improvement compared to the first half of the year [9] - The company's overseas market is primarily focused on countries along the "Belt and Road," which are experiencing steady growth in their steel industries [10]

Group 1: Business Overview - The company focuses on providing comprehensive foreign trade services through an integrated platform, Made-in-China.com, which connects Chinese suppliers with global buyers [1][2] - The platform's core competitiveness lies in its dual strategy of enhancing global buyer traffic and creating a comprehensive empowerment system for suppliers [2][3] Group 2: AI Applications in Foreign Trade - The company leverages AI technology to drive innovation in foreign trade, with key products like AI Mai Ke that enhance efficiency in various operational aspects [3][4] - AI Mai Ke supports sellers in product editing, customer service, social media marketing, and buyer background checks, filling gaps in transaction efficiency [3][4] Group 3: Cross-Border E-Commerce - The cross-border e-commerce business operates a dual model of "one-stop supply chain service + drop shipping platform," with InQbrands Inc. focusing on North America and Doba.com specializing in drop shipping [4][5] - InQbrands Inc. enhances supply chain services through supplier selection and quality control, while Doba.com expands brand influence via innovative marketing strategies [4][5] Group 4: Insurance Agency Business - The company conducts insurance agency operations through a subsidiary, utilizing an online-offline integrated service model to offer various insurance products [5][6] - Key advantages include technology-driven management, scenario-based marketing, and a focus on corporate insurance solutions [5][6] Group 5: Future Directions - The company aims to deepen its core foreign trade platform advantages and accelerate the integration of AI technology with foreign trade and cross-border operations [6][7] - The goal is to expand global market presence and enhance the competitive position of Chinese enterprises in international markets [6][7]