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星云股份(300648) - 2024年11月21日投资者活动关系记录表

Group 1: Investor Relations Activities - A total of 43 participants attended the investor relations activities, including representatives from various investment firms such as CICC, Industrial Securities, and others [2] - The event took place on November 21, 2024, from 14:30 to 16:30 at the company's meeting room in Fuzhou, Fujian Province [2] - Key company representatives included the Investor Relations Director and the Board Secretary [2] Group 2: Company Performance Overview - In the first three quarters of 2024, the company focused on its core business, improving operational efficiency, and controlling costs [2] - Key financial metrics showed improvement compared to the same period last year, including revenue and net profit attributable to shareholders [2] - The growth was attributed to increased revenue and gross profit from automation equipment, a slowdown in the growth of period expenses, and improved sales collection [2] Group 3: Industry Trends and Opportunities - The company is actively engaging with national departments regarding the inspection of power batteries for new energy vehicles, anticipating new opportunities from upcoming regulations [3] - The company is prepared to leverage its expertise in lithium battery testing for solid-state battery applications, ensuring it meets market demands [3] - The company submitted its stock issuance project for specific investors to the regulatory authority, indicating ongoing efforts to secure funding [3] Group 4: Market Environment and Regulatory Support - There is an increasing societal focus on ecological and quality safety issues, prompting the government to enhance legislative support for product safety and environmental protection [4] - This regulatory environment is expected to create more market opportunities for third-party inspection and testing organizations [4]