Group 1: Product Performance - The company's main products are currently in a high-efficiency and orderly production and sales state [2] - Production capacity utilization remains at a good level due to scientific capacity planning and supply chain coordination [2] - Market demand for main products is strong, with smooth sales channels and timely order fulfillment [2] - The company will continue to monitor market changes and dynamically optimize business strategies to enhance market competitiveness and share [2] Group 2: Financial Performance - In the first three quarters, the company achieved a revenue growth of 12.13% compared to the same period last year [3] - Production and operational activities are proceeding as planned and in an orderly manner [3] - The management and all employees are focused on achieving performance targets set by the equity incentive plan to deliver good results for investors [3] - Final performance results for the year will be disclosed in the company's periodic reports [3]

Group 1: Production Capacity and Utilization - The company has established a lithium iron phosphate production capacity of 225,000 tons, with an additional 75,000 tons under construction [2] - The effective capacity utilization rate has remained high since Q4 2025, benefiting from sustained growth in downstream demand [2] Group 2: Pricing and Market Strategy - The company is monitoring industry trends and customer feedback to potentially adjust prices for cathode materials [3] - A recent seminar by the China Chemical and Physical Power Industry Association emphasized innovation and quality competition, which the company aims to leverage for long-term competitive advantage [3] Group 3: Customer Collaboration and Relationships - The company is enhancing long-term partnerships with core customers through joint R&D and product innovation [3] - Efforts are being made to optimize the customer structure by collaborating with leading enterprises in the industry [3] Group 4: Future Performance Outlook - The global market for power and energy storage batteries is showing clear growth trends, presenting opportunities for the lithium battery cathode materials sector [3] - The company plans to focus on improving operational efficiency and profitability through cost reduction and management enhancements [3] Group 5: Financing Plans - The company will consider its funding needs and market dynamics to conduct diversified financing activities as necessary [3]

证券代码：002508 证券简称：老板电器 杭州老板电器股份有限公司 公司将洗碗机视为未来有望向烟灶体量看齐的核心成长 品类，但判断需要一个较长的培育周期。公司重点打造"光 焱洗碗机"等系列产品，从清洗效果、消杀能力、空间利 用和使用便捷性等多个维度持续迭代，兼顾新装与改造场 景，让更多家庭愿意尝试并形成使用习惯。在燃气热水器 方面，公司依托每年可观的烟机销售规模，重点提升热水 器与烟机的配套率，以此带动热水器业务成倍增长。围绕 "烹饪生态"，公司也在探索更多与厨房场景高度相关的 配套产品与服务，通过与专业烹饪伙伴合作，强化在家庭 烹饪场景中的整体专业形象。 投资者关系活动记录表 编号：2025-003 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 国联民生证券：管泉森 南方基金：孙鲁闽、吴冉劼、刘祎、尹力、赵舜、李想 时间 2025 年 12 月 2 日 地点 公司会议室 上市公司接待人 员姓名 任富佳、王刚、陶一荻 投资者关系活动 主要内容介绍 1、在存量市场中，公司对渠道结构和终端运营有哪些重点思 路 ...

证券代码：300509 证券简称：新美星 投资者关系活动记录表 江苏新美星包装机械股份有限公司 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 （"2025 苏州上市公司投资者集体接待日"活动） | | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | | | | 时间 | 2025 年 12 月 2 日 (周二) 下午 15:30~17:00 | | | 地点 | 公司通过全景网"全景路演"（http://rs.p5w.net）采用网络 | | | | 远程的方式参与"2025 苏州上市公司投资者集体接待日"活动 | | | 上市公司接待人 | 1、财务总监陈红 | | | 员姓名 | 2、董事会秘书张钦杰 | | | | 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： | | | | 【问题 1】领导您好，我是中泰机械分 ...

国内首个实现量产的厂商。25 年前三季度，营收 9.67 亿，归母净利润 0.57 亿。在产品规划上，公司将聚焦白色家电、智能家居、智能汽车、智能机 器人等应用场景开展新品研发，例如变频电机 MCU、WiFi/BLE-MCU、车规 MCU、车规 AFE、人形机器人关节控制 MCU 等。战略目标是成为世界级 MCU 厂商。在企业战略上，要争取做 MCU、BMIC 领域单项冠军、IC 行业头部厂 商。定位进口替代，做中国芯先行者。实施出海战略：1.0 海外市场；2.0 国际品牌；3.0 国际化；4.0 全球在地化。争取成为国际级的 IC 厂商。在 业务战略上，以高品质、差异化产品巩固家电市场。推出车规 MCU、车规 AFE 进军汽车电子市场。布局智能机器人关节控制 MCU 产品技术。在职能战 略上，把人才作为核心资产，有效激励。运用上市公司政策工具，整合资 本市场资源。强化供应链管理，坚持合作共赢。严把质量关，追求客户满 意度。未来将采用内生式增长+外延式并购双引擎驱动发展模式，进一步加 强治理和管理，力争成为世界级、国际化的 MCU 芯片设计企业。 2、公司 2022 年归母净利润达 3.23 亿元，2023 ...

Group 1: Overseas Business Overview - The main overseas clients of the company are in the consumer electronics, furniture, and home appliance industries [2] - The company has six factories in Vietnam, Thailand, Malaysia, and Mexico, with additional capacity available for expansion based on market demand [2] - The expansion of overseas capacity is primarily achieved through leasing factories and reallocating existing domestic equipment, keeping capital expenditures manageable [3] Group 2: Competitive Landscape and Profitability - The competitive landscape for overseas business is currently stable, with the company benefiting from early market entry and advantages in product R&D, service, and multi-regional layout [3] - The company aims to maintain its profit margins next year by focusing on higher-value clients and reducing low-margin orders, with overall profitability expected to improve due to growth in overseas business [3] Group 3: Risk Management Strategies - The company negotiates product prices with clients during significant fluctuations in raw material costs and considers these factors in new pricing [3] - Currency fluctuations impact the company's foreign exchange gains and losses, and the company is exploring risk hedging strategies to mitigate these effects [3] Group 4: Financial Obligations and Shareholder Returns - The major shareholder has reached a settlement with Zhejiang Commercial Bank regarding a financial dispute, with all payments due in 2025 already made and 2026 payments on track [4] - The company emphasizes cash dividends as a key method of returning value to shareholders and plans to disclose a minimum dividend ratio based on operational and financial conditions [4]

Group 1: Regulatory Standards and Compliance - The EU's NG-eCall standard was updated to align with advancements in communication technology, transitioning from 2G/3G to 4G/5G to enhance emergency response efficiency and societal value [2][3] - The national standard AECS in China is on par with the EU's NG-eCall, with some requirements being even stricter, including support for 4G/5G technology and integration of the Beidou satellite navigation system [3] Group 2: Product Development and Market Position - The company has introduced a 5G-V2X TBOX product to meet the growing demand for smart driving and connectivity, significantly increasing the value per vehicle [4] - The TBOX market is dominated by three types of suppliers: international automotive component suppliers, suppliers with automotive backgrounds, and independent third-party suppliers like the company [4][5] Group 3: Competitive Advantages in eCall - The company was an early entrant in the eCall sector, obtaining the first EU eCall certification in China in 2019 and the new NG-eCall certification in January 2025, establishing a technological lead [7][8] - The company has participated in the development of national standards and was the first to pass the national AECS test, ensuring compatibility with all global emergency call systems [7] Group 4: International Expansion and Revenue Growth - The company's current export model primarily involves domestic manufacturers, with plans to enhance international presence by transitioning from "exporting vehicles" to "exporting technology" [9] - The company has achieved the German VDA6.3 certification, which enhances its credibility and capability to expand its international market share [9] Group 5: Future Development Strategies - The company aims to deepen its core business while exploring new growth areas, including digital energy management solutions and expanding applications of 5G-V2X technology [10] - The strategy includes leveraging existing technological foundations to support domestic and international automotive manufacturers in meeting safety standards [10]

Group 1: Company Overview and Market Position - The company is committed to the AI toy sector, driven by market growth, technological advancements, and evolving user demands [2][3] - AI toys are experiencing rapid growth, with significant capital influx breaking traditional industry growth ceilings [2] - The company aims to establish a "hardware + content + service" ecosystem to create long-term connections with users, enhancing both product and corporate value [3] Group 2: Product Development and Features - The company is focusing on three product design directions: "fun tools," "emotional companionship," and "growth mentorship" [3][8] - AI Magic Star, designed for children aged 3-10, is the first AI toy to achieve continuous dialogue, featuring smart voice interaction and knowledge retrieval [8] - The AI Little Bear, set to launch soon, utilizes a 230B parameter model for low-latency interaction and real-time voice capabilities [5] Group 3: Competitive Advantages - The company possesses a fully self-developed intelligent interaction platform, allowing rapid product development across various categories and user demographics [12] - Strong partnerships with renowned IP copyright holders enable the company to create unique character designs and narratives, enhancing product appeal [12] - The company emphasizes flexible manufacturing to quickly respond to market changes, ensuring seamless integration of innovative product designs [12] Group 4: Future Product Strategy - Future products will focus on three core areas: fun tools for knowledge services, emotional companionship with personalized traits, and growth mentorship for educational purposes [9][10][11] - The company plans to leverage AI technology for personalized educational toys, targeting different age groups with tailored learning experiences [11] - Upcoming AI + IP products, such as "Piglet P" and "Clever Baby," are set to launch in Q1 2026, combining AI capabilities with popular IPs [13]

Group 1: Company Overview and Strategy - The company adheres to the value proposition of "product leadership, value service, and partner growth," focusing on product, market, customer, and efficiency [2] - The company has established a nationwide marketing network in China and a professional marketing and technical service team to provide valuable products and solutions [3] - The company has been operating internationally for over 20 years, developing a mature method for selecting quality distributors and a unique "partner growth" model [4] Group 2: Financial Performance and Revenue Structure - The company's overseas business revenue accounts for nearly 40% of total revenue, indicating rapid growth in international markets [3] - The main customers include feed production enterprises, breeding enterprises, and distributors, with notable clients such as New Hope and Tongwei [3] Group 3: Product Development and R&D - The core products include functional feed additives, nutritional feed additives, and enzymatic plant proteins, with functional feed additives generating the highest revenue [5] - The company aims to develop high-efficiency, safe, and environmentally friendly feed additives and enzymatic protein products to address industry pain points and enhance animal production performance [5] Group 4: Market Expansion and Future Plans - The company has established sales networks in over 40 countries, including Vietnam, Russia, and Brazil, and plans to continue expanding its international presence [4] - The company is developing a corn protein processing project with an expected annual output of 100,000 tons, which will diversify its product offerings and mitigate market risks [6] Group 5: Collaborations and Research Initiatives - The company collaborates with various universities and research institutions to enhance its research capabilities and support product innovation [7] - Ongoing research projects focus on non-antibiotic disease prevention in poultry and improving the efficiency of fish feed, contributing to sustainable aquaculture [7] Group 6: Market Position and Future Outlook - The company is exploring opportunities in the pet market and is open to potential mergers and acquisitions, depending on industry trends and long-term strategic planning [8] - The company emphasizes a dual approach of expanding into new markets while deepening existing market value [4]

证券代码：002863 证券简称：今飞凯达 浙江今飞凯达轮毂股份有限公司投资者关系活动记录表 编号：2025-004 2、铝价的波动是否会影响公司利润水平？公司的定价原 则是什么？ | 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） | | 参与单位名称及 | 鑫元基金管理有限公司 徐欢 | | 人员姓名 | | | 时间 年 2025 | 月 日 12 2 | | 地点 | 浙江今飞凯达轮毂股份有限公司会议室 | | 上市公司接待人 | 浙江今飞凯达轮毂股份有限公司董事会秘书葛茜芸、财务总监 | | 员姓名 朱妍 | | | | 互动交流情况如下： | | | 1、公司的供应商管理策略如何？选择去云南、宁夏建厂 | | 有何优势？ | | | | 答：公司在供应商方面秉持"稳定、高效、协同、共赢" | | | 的核心理念。公司注重与核心供应商建立长期稳定的战略合作 | | | 关系，通过签订长期协议、实施合作开发等方式提升供应链的 | | 投 ...