Group 1: Production Capacity and Infrastructure - The company has an annual production capacity of nearly 8 million tons for phosphate compound fertilizers, with an additional 1.9 million tons under construction [2][3] - The company is establishing production bases in various regions, including Hubei, Sichuan, Henan, Shandong, Liaoning, Heilongjiang, and Xinjiang, to cover major grain production areas and core markets [2][3] - The company is also constructing a 700,000-ton ammonia synthesis project at the Chengdu base, which includes supporting production lines for water-soluble compound fertilizers and controlled-release fertilizers [4] Group 2: Mining Projects and Resource Management - The company owns three phosphate mine resources in Leibo County, Sichuan, with a total resource volume of approximately 549 million tons [5] - The mining projects are progressing, with specific projects like the Aju Luogua mine and Niuniuzhai East section advancing in construction [5] - The company plans to use its self-mined phosphate rock for producing various products, ensuring stable supply and reducing production costs [6] Group 3: Phosphate Chemical Projects - The company is accelerating the development of a green circular industry project at the Yicheng base, which includes the construction of 150,000 tons of iron phosphate and 200,000 tons of phosphorus-based flame retardants [7][8] - The project aims to enhance the company's capabilities in fine phosphorus chemical products and extend its influence in the phosphorus chemical and new energy materials markets [8] Group 4: Iron Phosphate Business - The company has established a complete iron phosphate industrial chain with an annual capacity of 30,000 tons [8] - It has formed strategic partnerships with key clients in the lithium battery sector, ensuring stable supply of precursor materials [8] - The company aims to strengthen collaborations with quality customers to promote the continuous development of its new energy materials business [8]

编号：【2025-06】 股票代码：000700 股票简称：模塑科技 江南模塑科技股份有限公司投资者关系活动记录表 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 活动参与人员 东北证券、财通证券 上市公司接待人员 董事会秘书：单琛雁 证券事务代表：王晖 证券专员：陆锴 时间 2025.11.27—2025.12.10 形式 线下 交流内容及具体问答 记录 公司与投资者就以下问题进行了交流 1、公司 2025 年全年业绩如何？ 答：公司将持续深耕主业，并积极开拓第二曲线，努力提升公司经营 水平和盈利能力，以良好稳定的业绩回报公司股东。经会计师审计后的公 司 2025 年业绩，届时请关注公司在指定媒体披露的相关公告或定期报告。 2、公司目前持有江苏银行多少股？剩余股份预计何时出售？ 答：截至三季度末，公司尚持有江苏银行股份 12,930,660 股，公司 管理层将根据证券市场行情及公司实际经营所需，择机处置公司持有的江 苏银行剩余股份。 3、公司机器人业务目前进展情况如何？ 答：目前公司结合评估自身技术实力，进行市场和成本调研，了解产 品 ...

Group 1: Company Overview and Current Operations - The company has provided services to over 1,200 gas companies and more than 50 million online users across 30 provinces and regions in China, maintaining a steady growth in orders [2][3]. - The company’s production capacity utilization remains high, effectively meeting market demand [5]. Group 2: Product and Market Insights - Ultrasonic gas meters are expected to see increased penetration due to their advantages in measurement accuracy, safety, and intelligence, aligning with the industry's demand for high reliability and remote management [3][4]. - The company is actively collaborating with gas clients to promote the sales of ultrasonic gas meters, which currently have a low market share due to higher manufacturing costs [3]. Group 3: Competitive Positioning - The company has over 30 years of experience in the gas industry and is one of the pioneers in commercializing NB-IoT smart gas projects, leveraging its national-level CNAS laboratory and provincial research institute for continuous innovation [4]. - The company has achieved multiple certifications, including ISO56005 for innovation management and ISO9001 for quality management, ensuring high product quality through stringent control processes [4]. Group 4: Future Growth and Expansion Plans - The company is responding to the "Belt and Road" initiative by expanding into Southeast Asia, Central Asia, and the Middle East, with future plans to enter Africa and South America [6]. - The company aims to integrate its core technology with high-end precision manufacturing, seeking investments in quality enterprises with core technologies and intellectual property [7][8]. Group 5: Long-term Strategic Goals - The company’s vision focuses on "wisdom, safety, and efficiency," with a commitment to high-quality development and a dual approach of internal growth and external acquisitions over the next 3-5 years [8].

Group 1: Industry Overview - The pesticide industry remains highly competitive, with major pesticide product prices stabilizing at low levels, but global inventory levels are returning to normal, leading to a slight recovery in demand and prices [2] - The market for glyphosate is expected to grow due to increasing product registrations, market promotions, and production technology improvements [2] Group 2: Company Insights - The company is the largest producer of glyphosate in China, with increasing market share and sales year-on-year [2] - The company is actively pursuing global market registrations for glyphosate, with approvals being obtained progressively [2] Group 3: Product Development and Future Plans - The company is optimistic about the market prospects for chlorantraniliprole, with significant efforts in market layout and production process optimization [3] - Future development plans include continuous technological upgrades, cost reduction, and enhancing product competitiveness, alongside expanding market demand through new product development [3] Group 4: Shareholder Changes - The controlling shareholder, Jiuyuan Group, has announced plans to transfer part of its shares through a public solicitation process, pending approval from relevant authorities [3] - The timeline and certainty of the transfer process remain unclear, and the company will ensure compliance with information disclosure regulations [3]

Group 1: Business Strategy and Growth - The company aims to cultivate new growth drivers and expand its second growth curve by exploring cross-border mergers and acquisitions [2][3] - The company has launched the "Rainbow Guardian" series of home cleaning products, focusing on safety, quality, comfort, efficiency, and health [3] - The company is open to diversified development opportunities that align with its strategic direction and can create resource synergies [3] Group 2: Financial Performance - The company's net profit for the first three quarters was 43.68 million yuan, a decrease of 38.84% compared to the same period last year [4] - The decline in net profit is primarily due to abnormal weather affecting seasonal demand, leading to revenue decline [4] Group 3: Marketing and Sales Strategy - The company plans to enhance its online sales strategy, which has seen a 17% growth in the home pest control product sector, by increasing investment in live e-commerce and community marketing [4][5] - The company will focus on optimizing its online marketing strategies to improve return on investment amid rising online traffic costs [5][6] Group 4: Supply Chain and Channel Management - The company is implementing a "dual main business complement + four-season category extension" strategy to optimize revenue structure and enhance operational resilience [4] - The company is committed to deepening cooperation with existing offline distributors while dynamically optimizing its channel structure to adapt to consumer trends [6]

Group 1: Customer Sensitivity and Pricing Strategy - The company has established stable partnerships with leading downstream customers, where price is not the sole determining factor; customers prioritize R&D, product performance, quality control, and timely delivery [2] - A mature and flexible pricing negotiation mechanism is in place, allowing adjustments based on market conditions, cost changes, and technological value [2] - The company is focused on optimizing its cost structure through lean management to address potential market risks [2] Group 2: R&D Investment and Innovation - The company has implemented effective measures to enhance R&D capabilities, including building a strong team of industry experts and senior engineers [3] - R&D investment reached CNY 52.9867 million in the first three quarters of 2025, representing a year-on-year increase of 16.54% [3] - Key technology focuses include non-rare earth materials and custom magnetic components, with increased efforts in new energy vehicles, high-end motors, and robotics to broaden the product line and enhance market competitiveness [3] Group 3: Future Strategic Direction - The company aims to deepen its presence in the consumer electronics sector, expanding product categories and actively seeking partnerships with other well-known brands [3] - There is a commitment to increasing R&D investment and collaborating with research institutions to explore new application areas [3] - The strategy emphasizes market orientation and customer-centric development, focusing on high-end, high-value products through technological innovation and global capacity layout [3]

证券代码：000878 证券简称：云南铜业 云南铜业股份有限公司投资者关系活动记录表 编号：2025-20 | 投资者关 | 特定对象调研 ☑ | | | | □分析师会议 | | --- | --- | --- | --- | --- | --- | | 系活动类 | □媒体采访 | | | | □业绩说明会 | | | □新闻发布会 | | | | □路演活动 | | 别 | □现场调研 | | | | □其他 | | 活动参与 | 国投证券 | | | | 周古玥、陈天琰，招银理财袁尧、郝雪梅、吴嘉杰、姚思劼、彭治 | | 人员 | 力 | | | | | | 时间 | 2025 年 | 12 月 | 10 | 日 | 16:00—17:00 | | 地点 | 公司 会议室 | 3322 | | | | | 形式 | 座谈交流 | | | | | | 上市公司 | | | | | 财务部（资本运营部、证券事务部）经理、证券事务代表：刘八妹 | | 参加人员 | | | | | 财务部（资本运营部、证券事务部）业务经理：岳圣文 | | 姓名 | | | | | | | | | 问答交流： | | | | ...

南昌矿机集团股份有限公司投资者关系活动记录表 证券代码：001360 证券简称：南矿集团 编号：2025-007 | 投资者关系 | 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 | | --- | --- | | 活动类别 | 活动 现场参观 □其他（请文字说明其他活动内容） | | 活动参与人 | 民生证券 邱祖学 | | 员 | | | 时间 | 年 月 日（周三） 下午 2025 12 10 13:30~16:00 | | 地点 | 公司行政楼四楼会议 406 | | 形式 | 线下 | | 上市公司接 | 副董事长兼常务副总裁 龚友良 | | 待人员 | 董事会秘书 缪韵 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次调研中提出的问题进行了回复： | | | 公司从骨料市场向矿山业务拓展的主要难点是什么？ 1. | | | 答：公司早年已进行前瞻性布局，成立了矿山事业部。骨料市场中，商品骨 | | | 料需求随着房地产开发的降温而逐步缩减，工程骨料市场具有项目制、单笔订单 | | | 规模大但销售频率低的特点；矿山业务中，中小型矿山订单规模 ...

证券代码：001258 证券简称：立新能源 新疆立新能源股份有限公司 投资者关系活动记录表 编号：2025-006 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 1.汇添富基金 张鹏 2.鹏华基金 郑辉煌 3.天风证券 郭丽丽 4.天风证券 王钰舒 5.工银瑞信 余鸣洋 时间 2025 年 12 月 10 日（周三）上午 10:30~12:30 地点 公司会议室 上市公司接待人 员姓名 1.董事会秘书 董爽 2.售电公司总经理 周正飞 3.财务部部长 黄鹏 4.证券事务代表 赵生萍 投资者关系活动 主要内容介绍 1、公司目前的装机规模如何？ 截至 2025 年 6 月 30 日，公司已投产运营的新能源项目总装 机规模 273.4 万千瓦（含独立储能），其中，风力发电项目并网 容量 172.05 万千瓦，光伏发电项目并网容量 85.35 万千瓦，独 立储能项目并网容量 16 万千瓦。此外，已核准的在建风光电项 目合计装机 110 万千瓦，独立储能项目装机 120 万千瓦。 2、在建 120 万千瓦独立储能项目的投产进度如何？ ...

| | 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 （电话会议） | | | 海富通 | 陈涛 | | | | 富国基金 | 康达 | | | | 永盈基金 | 庄子童 | | | | 申万菱信 | 黄书瀚 | | | | 汇添富 | 郑慧莲 | | | | 华夏基金 | 徐漫 | | | | 诺安基金 | 王月 | | | 参与单位名称及 | 国海富兰克林 | 梁姝雯 | | | 人员姓名 | 宝盈基金 | 李亚凡 | | | | 淳厚基金 | 王萧睿 | | | | 安信基金 | 陈嵩昆 | | | | 源乐晟 | 赵楠 | | | | 长江证券 | 李锦 | | | | 兴业证券 | 张彬鸿 | | | | 广发证券 | 嵇文欣 | | | | 国泰海通 | 蔡昕妤 | | | 时间 | 年 月 2025 12 | 日 10 | | | 地点 | 公司会议室 | | | | 上市公司接待 | | | 董事长 ...