证券代码：002483 证券简称：润邦股份 江苏润邦重工股份有限公司 编号：2025003 | | √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 □其他 | | 参与单位名称 | 东吴证券 呼书逸、先琳；南方基金 都逸敏、熊琳、万朝辉、 | | 及人员姓名 | 种一帆 | | 时间 | 2025 年 2 月 26 日 | | 地点 | 公司全资子公司南通润邦重机有限公司 | | 上市公司 | 副总裁兼董事会秘书 谢贵兴；证券事务代表 刘聪；证券事务 | | 接待人员姓名 | 专员 窦晓林 | | | 2025 年 2 月 26 日，公司接待了东吴证券、南方基金等机构分 | | | 析师、基金经理、研究员的来访并与其进行了交流。主要沟通 | | | 内容如下： | | | 1、问：目前公司签订的各种船舶订单情况如何？ | | | 答：在过去一年，公司加大船舶市场的开拓力度并已经陆续获 | | | 得来自德国、新加坡、拉美等国家和地区的船舶订单，包括化 | | 投资者关系活动 | ...

宁波创源文化发展股份有限公司 投资者关系活动记录表 证券代码：300703 证券简称：创源股份 | 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（ 线上策略会） | | | | 甬兴证券 应豪 | | | | 甬兴证券 黄伯乐 | | | | 甬兴证券 林致 | | | | 华桐创投 徐夏铭 | | | | 华桐创投 俞马金 | | | | 来为资本 谢寅烜 | | | | 国盛传媒 顾晟 | | | | 天风证券 都春竹 | | | | 汇盈基金 林昱明 | | | | 国寿安保基金 王蕴涵 | | | | 远东宏信 戴家玥 | | | 参与单位名称及人员姓名 | 易方达基金 赵辰 | | | | 德邦证券 易丁依 | | | | 新华基金 成斐昳 | | | | 金鹰基金 谭亚兰 | | | | 农银汇理基金 许悦 | | | | 海富通基金 赵晨凯 | | | | 国泰君安 刘佳昆 | | | | 建信基金 李树磊 | | ...

金字火腿股份有限公司投资者关系活动记录表 证券代码： 002515 证券简称：金字火腿 | | 公司认为在没有专业团队的情况下做期货套保业务，只会加重 | | | | | | --- | --- | --- | --- | --- | --- | | | 公司的负担。因此目前不考虑生猪期货套保业务。但公司管理 | | | | | | | 层会参考生猪期货走势，做猪肉采购决策。 | | | | | | | 9、公司是否满足异地客户的口味需求，并产生复购需求？ | | | | | | | 答：金华火腿主流口味为传统风味火腿，公司会不断地创新应 | | | | | | | 用场景，开发火腿新产品。 | | | | | | 附件清单（如有） 无 | | | | | | | 日期 | 2025 月 | 年 | 2 | 26 | 日 | | | ☑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 | | | □其他 | | | 宁波知远投资、深叶泽源投资公司、蓝马资本、浙江思悦投资 | | 参与 ...

投资者关系活动记录表 证券代码：002398 证券简称：垒知集团 垒知控股集团股份有限公司投资者关系活动记录表 编号：2025-003 | 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 | | 参与单位名称及 | 国泰君安 | | 人员姓名 | | | 时间 | 2025 年 2 月 24 日 10：00——2025 年 2 月 24 日 12：00 | | 地点 | 科之杰建设科技大厦德垒合（3 楼大会议室） | | 上市公司接待人 | 林祥毅、万樱红、刘婉欣 | | 员姓名 | | | 投资者关系活动 | 董事会秘书林祥毅就公司基本情况、业务发展以及公司发展前景等进 行了介绍，对投资者所关心的问题进行了认真回答。主要问答如下： | | | 1、请问公司如何应对下游需求承压？ | | | 答：面对近年来建筑建材行业周期性调整及下游需求结构性承压的挑 | | 主要内容介绍 | 战，公司持续深耕市场，积极开拓业务，提高市场占有率，同时，加 | | | 大海 ...

Group 1: Company Overview - The company, established in 2000, focuses on thermal power technology and serves various sectors including cold chain logistics, industrial refrigeration, ice economy, clean energy, and hydrogen power [1] - The company expects a net profit of 30 million to 45 million yuan for the fiscal year 2024 [1] Group 2: Data Center Business Expansion - The company has engaged in the data center business through compressor refrigeration equipment supply and key project construction [2] - It has developed a diversified product line including piston compressors, open screw compressors, semi-hermetic screw compressors, and centrifugal compressors, with a new centrifugal compressor now on the market [2] - The company utilizes low-charge ammonia refrigeration technology for overseas data centers, providing energy-efficient and environmentally friendly solutions, such as for Facebook's Denmark data center [2] Group 3: Key Projects and Collaborations - The company's subsidiary, Hangzhou Longhua, undertakes HVAC integration projects for major clients including China Mobile, China Unicom, and Alibaba [2] - The company is involved in significant projects like the Zhijiang Laboratory's new computing power center and China Telecom's Jiangbei data center [2] Group 4: Market Trends - The global data center market is experiencing new growth opportunities, with a shift towards liquid cooling technology for supercomputing and AI data centers, increasing the demand for refrigeration compressors [2]

Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. is involved in various semiconductor products including SRAM, DRAM, and FLASH [2] - The company has a significant focus on automotive applications, with over 50% of its LED DRIVER products used in this sector [2] Group 2: Product Development - The company is researching new DRAM processes, specifically 21nm and 20nm, with samples expected to be available to customers this year [2] - AI technologies, including algorithms and NPU, are integrated into the company's SOC chips [3] Group 3: Market Position and Sales - Over 80% of the company's computing chips target the consumer market, primarily for security monitoring products [3] - More than 20% of the revenue from storage chips comes from domestic customers, while over 50% of revenue from analog chips is also from domestic clients [3] Group 4: Future Prospects - The company is monitoring the market for AI DRAM products, which are believed to have significant market potential [3] - The competitive landscape for computing chips is intense, with domestic competitors affecting profit margins [3]

Group 1: Company Overview - Ice Wheel Environment Technology Co., Ltd. focuses on creating artificial environments through temperature and pressure management, providing advanced system solutions in the energy and power sectors [2] - The company's product categories include compressors and heat exchangers, emphasizing lifecycle service [2] Group 2: Data Center Applications - The company’s subsidiaries, Dunham Bush and Heat Exchange Technology, supply cooling equipment and cooling towers for data centers, with notable products like the "Variable Frequency Centrifugal Chiller" and "Air-Cooled Screw Chiller with Integrated Natural Cooling Function" listed in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for green data centers [2] - Successful projects include major data centers such as the National Supercomputing Center in Guangzhou (Tianhe-2), China Mobile (Guizhou), China Unicom (Xi'an), and several others across China, with positive trends in the overseas data center market [2] Group 3: Ownership and Business Structure - The company holds a 98.65% stake in Dunham Bush Group, which has seen its overseas business proportion exceed that of domestic operations in recent years [2]

四川国光农化股份有限公司 投资者关系活动记录表 证券代码： 002749 证券简称：国光股份 四川国光农化股份有限公司投资者关系活动记录表 编号：2025-004 答：据测算，植物生长调节剂总市场容量约为 630 亿元。 问 2：为什么调节剂的增速比其他农药快？ 答：主要是因为植物生长调节剂在国内的应用时间还不长，还 有很多空白市场和空白作物，市场容量较大。 问 3：公司持有的植物生长调节剂登记证情况如何？ 答：最新数据显示（截至 2024 年 12 月 31 日），国内植物生 长调节剂登记证共计 1734 个，其中登记证在 10 个以上的企业共计 33 家持有 632 个登记证（我公司占其中的 22.5%）。目前公司有国 光农资、国光园林、依尔双丰、浩之大、依尔全丰五大营销业务板 块，产品覆盖的作物以及作物生长阶段多，竞争力和品牌影响力持 续提升。 问 4：公司有哪些竞争优势？ 答：一是公司是国内较早进入植物生长调节剂的企业，具有较 明显的先发优势和品牌优势；二是产品多，产品线长，应用技术积 累深厚；三是渠道覆盖广，物流配送快；四是技术服务能力强；五 是人力资源管理能力强，特别是对分布全国各地的技术服务人员 ...

Group 1: Company Overview - The company, Henan Hengxing Technology Co., Ltd., was established in 1995 and operates in two main business segments: metal products and chemical products [2] - The metal products segment includes the production and sales of galvanized steel wire, galvanized steel strands, steel cord, prestressed steel strands, and diamond wire, with applications in various industries such as power cables, high-voltage projects, and automotive [2] - The chemical products segment focuses on the production and sales of silicone and related products, serving industries like construction, electronics, textiles, and pharmaceuticals [2] Group 2: 2024 Business Performance - In 2024, both the metal products and chemical segments experienced steady growth, with overall production and sales volume increasing year-on-year [2] - The silicone product output grew by over 60%, and revenue increased by over 30%, with the fourth quarter achieving a turnaround from loss to profit [2] - The company aims to continue high-quality development through internal innovation and external market expansion [2] Group 3: Advantages of Silicone Project - The silicone project is located in the Daqing Economic Development Zone, benefiting from abundant resources such as water, electricity, and steam, which provide a cost advantage for raw materials [3] - Proximity to transportation infrastructure, including the Baoshen Railway and Baodong Expressway, enhances logistics efficiency, supporting low-cost operations [3] Group 4: Market Insights - The company is monitoring the market for tungsten wire and has developed cold-drawing technology for tungsten wire, indicating potential future applications [3] - The economic viability of tungsten wire versus carbon steel wire will determine market preference [3]

股票代码：002096 股票简称：易普力 易普力股份有限公司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 东北证券：庄嘉骏、赵 哲、郭 娟、邝 威、杨孟良 个人投资者：杨小午、黄 盈、柏 青、刘双奇、 陈思洁 时间 2025 年 2 月 25 日 地点 公司 105 会议室 上市公司接待人员 姓名 董事会秘书 邹七平 证券事务部 王秋英 投资者关系活动主 要内容介绍 公司董秘介绍了公司重组以来的基本情况。 1.问：请介绍矿山开采未来的发展前景以及对民爆 行业的影响？ 答：您好，我国高度重视矿山资源的勘探开发，制 定了战略性矿山目录，加大国内勘探开发和增储上产力 度。在政策驱动下，采矿资本开支稳中有增，根据国家 统计局公布，2024 年全年采矿业投资增长 10.5%，为矿 山资源开发提供了有力支持。矿业是民爆行业最大的下 游应用领域，占比超过 70%，矿山开采周期普遍在 20～ 50 年，在这一较长周期内，持续的开采作业为民爆行业 创造了长期且稳定的产品与服务需求。 公 ...