Group 1: Company Overview and Recent Developments - Sichuan Huiyuan Communication Co., Ltd. established a wholly-owned subsidiary, Hefei Yuanfeng Optoelectronics Co., Ltd., to explore new business growth points in the automotive electronics sector [2][3] - As of June 30, 2025, the company has an order backlog amounting to 182.71 million yuan (excluding tax) [2][3] Group 2: Financial Performance and Strategy - The company reported improved performance in the first half of the year, attributing this to the collective efforts of all employees [4] - The company plans to focus on core industries, particularly in optical cable business, by enhancing product development and process improvements [4] - The company aims to expand into the automotive lighting, wiring harness, and connector markets through its new subsidiary [4][7] Group 3: Shareholder and Governance Issues - The second largest shareholder's equity, totaling 26.6 million shares (13.75% of total share capital), is currently frozen, posing a risk of control changes [6] - The company is committed to transparency regarding the overdue asset restructuring commitments of the second largest shareholder [5][6] Group 4: Future Growth and Acquisitions - The company is exploring potential asset acquisitions to enhance its high-quality development and overall competitiveness [7][9] - There are suggestions for the company to acquire controlling stakes in Sichuan Meifeng, which has a strong balance sheet and cash reserves of 2.3 billion yuan [9]

| | □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 年安徽上市公司投资者网上集体接待日） （2025 | | 日 期 | 2025 年 9 月 15 日 | | 活动参与人员 | 投资者网上提问 | | 地 点 | "全景路演"网站（ http://rs.p5w.net/） | | 形 式 | 网络远程 | | | 1、董事会秘书唐永亮 | | 接待人 | 2、财务总监吴旭 | | | 3、证券事务代表潘吉沣 | | | 投资者提出的问题及公司回复情况： | | | 1、请问在上海成立公司主要业务是什么？ | | | 回复：上海具有独特的区位优势，公司设立上海子公司致 | | | 力于打造研发创新前沿阵地，市场拓展的重要枢纽，扩张国际 | | | 业务的窗口以及产业投资的关键平台。谢谢！ | | 投资者关系活动 | 2、大股东奥瑞金对所持公司股票有新的信息？ | | 主要内容介绍 | 回复：若有需要披露的信息公司会及时公告。谢谢！ | | | 3、未来有 ...

| | 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） | | | 年 月 日 电话会议 2025 9 12 申万宏源证券、财通基金、工银瑞信、广发证券 | | | 2025 年 9 月 14 日 电话会议 | | 参与单位名称及 | 鑫元基金、天风证券、国寿养老、安信基金 | | 人员姓名 | 年 月 日 线下调研 2025 9 15 | | | 申万宏源证券、恒越基金、天风证券 | | | 2025 年 9 月 16 日 线下调研 | | | 财通基金、淡水泉、海富通 | | 时间 | 2025 年 9 月 12 日-9 月 16 日 | | 地点 | 厦门市翔安区内厝工业区后堤路 号会议室、外部其他场所 666 | | 上市公司 接待人员姓名 | 董事会秘书黄腾先生 | | 投资者关系活动 | 一、公司主营情况介绍 | | 主要内容介绍 | 公司主要从事一次性卫生用品面层材料的研发、生产和销售，主要产品 | 为 3D 打孔无纺布和 PE 打孔 ...

证券代码：002495 证券简称：佳隆股份 公告编号：2025-040 为进一步加强与投资者的互动交流，广东佳隆食品股份有限公司（以下简称 "公司"）将参加由中国证券监督管理委员会广东监管局、广东上市公司协会联 合举办的"向新提质价值领航——2025 广东辖区上市公司投资者关系管理月活 动投资者集体接待日"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（周五） 15:30-17:00。届时公司高管及相关人员将在线就 2025 年半年度业绩、公司治理、 发展战略、经营状况和可持续发展等投资者关心的问题，与投资者进行沟通与交 流，欢迎广大投资者踊跃参与！ 特此公告！ 广东佳隆食品股份有限公司董事会 2025 年 9 月 16 日 -1- 广东佳隆食品股份有限公司 关于参加广东辖区2025年投资者网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 ...

提问 3：请问公司高精密连接器技术核心竞争力，护城河如 何？ 答：产品与技术方面，公司通过 20 余年深耕工业控制领域， 已形成丰厚扎实的技术与产品库，拥有超 5 万种料号储备，能够充 分满足工业场景对连接器高可靠性、强耐受性、长寿命周期及精度 一致性等严苛要求，同时能够快速响应客户多样的定制化需求。品 质与量产能力方面，连接器的竞争不仅是技术设计的竞争，更是精 密制造与品质管控能力的竞争。公司能够将高标准的设计方案转化 为稳定、可靠、批量的工业化产品，通过持续的生产工艺优化与自 动化设备投入，确保产品从实验室到规模生产的高度一致性与卓越 品质。客户协同方面，公司与头部客户长期协同研发，积累了应对 复杂应用场景的宝贵经验与解决方案库，响应速度快，客户粘性强， 构成了公司深厚的护城河。 提问 4：公司是否有布局高压连接器？ 答：公司专注于中低压连接器领域，基于技术深度、产品广度 与定制化能力所带来的差异化优势，构建了高毛利率的坚实壁垒。 因此，公司聚焦于市场空间更广阔、技术附加值更集中的中低压信 号传输精密连接器领域，是公司实现持续稳健盈利的战略选择。 证券代码：301328 证券简称：维峰电子 维峰电子（广东 ...

Group 1: Retail Intermediate Business Growth - The growth in retail intermediate business income is primarily driven by wealth management services, which remain a significant source of income for the bank [2] - The bank has focused on building a comprehensive wealth management system, enhancing product support, team support, service support, and technology support to improve overall wealth management capabilities [2] - There is an emphasis on targeted customer segmentation, enhancing service strategies, and increasing wealth product allocation to boost income from wealth management [2] Group 2: Stability of Personal Deposits - The bank has implemented a customer segmentation strategy to enhance the quality of customer management, focusing on high-end, marginal, and lost customer groups [2] - Efforts to optimize deposit product issuance mechanisms and improve service levels have led to a significant increase in personal deposits, which surpassed CNY 230 billion in the first half of the year [2] - The bank is actively integrating online and offline channels to enhance customer acquisition and retention amidst declining deposit rates [2] Group 3: Growth in Trading Financial Assets - The bank's trading financial assets grew by 7.11%, outpacing the overall asset growth rate by 5.05 percentage points [3] - This growth is attributed to the bank's capabilities as a market maker for various financial instruments and an increase in bond holdings due to expanded underwriting business [3]

Group 1: Financial Performance - R&D expenses decreased by 29.25% year-on-year, raising concerns about the impact on technology reserves and project competitiveness in the new energy sector [2] - Revenue from the environmental governance infrastructure sector dropped by 36.93%, attributed to project acceptance delays and insufficient new orders [2] - Operating revenue and net profit (excluding non-recurring items) increased in the first half of 2025, but operating cash flow net amount fell sharply by 78.46% [4] Group 2: Project Developments - The Zabuye Salt Lake Phase II project has achieved lithium content standards in trial production, but stable mass production and revenue confirmation are still pending [3] - The company is actively promoting the Zabuye project, which faces challenges due to high-altitude construction and complex technical adjustments [3] Group 3: Strategic Initiatives - The company is focusing on "R&D + Engineering + Operations" in new energy, new materials, and new environmental protection, maintaining its status as a "National Technology Innovation Demonstration Enterprise" [2] - Significant growth in overseas revenue by 2941.38% and in the northwest region by 148.50%, primarily driven by major projects in Indonesia and various provinces [4] - The company is enhancing its green energy initiatives, including projects in hydrogen production and green methanol, with a dedicated team of over 50 technical personnel [5] Group 4: Shareholder Relations - The lock-up period for shares held by Shaanxi Coal and Chemical Group will expire on December 5, 2025, with no current information on potential share reductions [3] - The change in major shareholders does not create a competitive issue with Sinochem International, as the two companies operate in different sectors [5]

证券代码： 301395 证券简称：仁信新材 惠州仁信新材料股份有限公司投资者关系活动记录表 编号：2025-007 | 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 人员姓名 | 广东弘安资产管理有限公司 王昱、叶学文、刘斌元、蒋安全 | | | 时间 | 年 月 日 2025 9 16 (周二) | 10:00~11:30 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 副总经理、董事会秘书 | 李广袤 | | | 副总经理 魏建东 | | | 1. | 公司基本情况介绍 | | | | 公司是主要从事聚苯乙烯高分子新材料的研发、生产和销售 | | | | 的国家高新技术企业，并被工信部认定为第四批国家级专精特新 | | | | "小巨人"企业。公司主要产品聚苯乙烯广泛应用于电子电器、 | | | | 光学显示、玩具、日用塑料制品、包装、建材、医疗器械等领域 ...

Group 1: Production Recovery - The company has five major production bases: Shouguang, Zhanjiang, Huanggang, Jiangxi, and Jilin. Currently, the Shouguang base has fully resumed operations, while Huanggang and Jiangxi's second plant are in normal production. The first plant in Jiangxi, Jilin, and Zhanjiang bases are still under maintenance, with efforts to resume production as soon as possible [2] - The funding required for resuming operations has been secured, with a capital injection of 1 billion CNY from the government and a completed approval for a syndicated loan of 2.31 billion CNY, with the first tranche already disbursed [2][3] Group 2: Government Support - Local governments have established a task force to facilitate production recovery, including forming a debt committee and coordinating the issuance of a 2.31 billion CNY loan specifically for resuming operations. Measures include maintaining existing credit lines and providing support such as loan extensions and interest rate reductions [3] Group 3: Asset Management - The company is actively working to manage and dispose of non-core assets, with an asset management center established to enhance efficiency. The disposal of properties located in key cities like Shanghai, Jinan, and Shenzhen is being accelerated [3] Group 4: Financial Challenges - The company is addressing its debt issues by negotiating extensions and interest reductions with most financial institutions, which has already reduced financial costs by approximately 700 million CNY. Further efforts include accelerating the disposal of non-core assets and enhancing the collection of receivables [3] - The company plans to leverage operational cash flow post-resumption to continue reducing debt levels [3] Group 5: Industry Outlook - The paper industry is facing challenges due to increased production capacity and weakened terminal demand, leading to supply-demand imbalances. However, with the implementation of the "dual carbon" strategy and policies aimed at reducing competition, the industry is expected to see improved conditions in the medium to long term. The overall performance is anticipated to gradually recover as domestic demand policies take effect [4]

Group 1: Company Overview - The company, Shanghai Youningwei Biotechnology Co., Ltd., reported a gross margin of approximately 50% for its proprietary brands, with a revenue growth of over 20% year-on-year in the first half of 2025 [1] - The revenue share of proprietary brands is expected to continue increasing as the company invests more in sales resources and expands its product pipeline [1] Group 2: Profitability and Sales Strategy - The gross margin for agency business is facing short-term downward pressure, but long-term prospects suggest a rationalization of margins with potential for rebound as the industry evolves [1] - The company maintains a direct sales model, which involves significant barriers such as marketing team management, high direct sales costs, and pressure on accounts receivable [1] Group 3: Market Position and Client Services - The company has developed a comprehensive service system that supports clients throughout the sales process, including product selection, training, technical support, and after-sales service [2] - The client base primarily consists of research institutions, which leads to higher accounts receivable due to reimbursement payment structures; however, the company manages this risk through effective accounts receivable control [2] Group 4: Future Plans and Market Strategy - The company plans to enhance its product offerings and expand both proprietary and third-party brands to meet diverse customer needs [2] - A share repurchase plan was initiated in 2024, with a total of 25,987,076 shares repurchased for employee stock ownership plans [2] - The company aims to leverage its 20 years of experience in life sciences to provide integrated solutions that enhance sales efficiency and customer loyalty [2]