Group 1: Financial Performance and Concerns - The company has announced a buyback incentive for three consecutive years but has not executed it, raising concerns among investors about its impact on operations and employee compensation [2][3] - The company reported a revenue of only 4 million in Q1 2025, which is significantly below the 100 million threshold required to avoid delisting [4][6] - The actual controller has not directly held shares and has borrowed 30 million out of a promised 60 million, with no clear timeline for the remaining amount [3][4] Group 2: Operational Updates and Future Plans - The company plans to increase R&D investment to enhance capabilities and competitiveness, particularly in artificial intelligence [3][4] - The 100,000-ton waste tire project is expected to benefit from favorable policies and has significant market potential due to global environmental regulations [4][5] - The company is actively pursuing debt recovery through legal means and is restructuring its internal governance to improve operational efficiency [5][6] Group 3: Investor Relations and Communication - The company has committed to transparent communication regarding any future financing plans and restructuring efforts [6] - Investors have raised concerns about the company's declining revenue and the effectiveness of management's strategies to address these issues [5][6] - The company is under investigation since March 27, 2025, and is cooperating with regulatory authorities [6]

证券代码：002948 证券简称：青岛银行 营业支出方面，在业务发展的同时，持续深化降本增效， 费用总体稳中略增；强化预期信用风险识别和计量，适度增 加信用减值准备计提。2025 年第一季度，本公司实现归属于 母公司股东的净利润 12.58 亿元，同比增加 1.77 亿元，增长 16.42%。 2、请问青岛银行资产质量情况如何？ 答：2025 年，在规模稳步增长的同时，信贷资产质量持 续稳中向好，截至 2025 年 3 月末，本行不良贷款 1.13%，较 年初下降 0.01 个百分点。拨备覆盖率 251.49%，较年初提升 10.17 个百分点，资产质量指标延续良好态势。 2025 年，本行将持续加强对信贷资产质量的管控，持续 稳固授信审批基础，持之以恒推进授信资产结构转型，适时 调整风险应对策略，深入推进产品创新，提升授信支持业务 发展力度；持续加强授信后管理，升级信用风险监测体系， 完善资产质量动态管理，加强对重点区域、重点业务领域还 本付息跟踪管控，定期开展信用风险排查，有效预防资产质 量劣变风险。 下一步，本行将聚焦山东省、青岛市经济社会高质量发 展，坚持强化优势，全力提升服务实体经济能力，强化风险 ...

上能电气股份有限公司 投资者关系的活动记录表 股票简称：上能电气 证券代码：300827 编号：2025-002 3、光伏市场竞争激烈，公司光伏及储能产品的核心竞争优 势有哪些？另外未来会在全球哪些地方市场布局？谢谢。 回复：根据 S＆P Global 发布的"2023 年度全球光伏逆变 器出货排行榜"，2023 年公司光伏逆变器产品出货量排名全 球第四，逆变器出货量持续多年保持全球前十的行业地位。 根据中关村储能产业技术联盟（CNESA）的权威统计，公司 在国内储能变流器市场连续四年（2021-2024 年）荣登出货 量排名前二。公司是目前国内光伏逆变器及储能变流器市 场上排名前列的供应商，在市场上建立了良好的口碑，竞 争优势明显。目前，公司已完成欧洲、印度、中东、南美、 东南亚、中亚、美国等全球主要光储市场的布局，2025 年 公司将继续加强一带一路沿线新兴市场的开拓，提升基于 全球化运营的供应链管理体系和售后服务体系。谢谢！ 4、详细说说未来公司在欧洲的布局和发展战略，最近与 Europower 公司的合作是否是公司进军欧洲市场的开端 回复：欧洲作为主要光储市场之一，也是公司近年来大力 拓展的市场，目前 ...

证券代码：001287 证券简称：中电港 深圳中电港技术股份有限公司 投资者关系活动记录表 编号：2025-02 3、公司四大业务板块中的设计链服务是做什么的？ 公司的设计链服务依托应用创新方案平台"萤火工场"开 展，主要以技术服务和应用创新为核心，聚焦重点行业和产品 线，为公司分销业务增长和产业链上下游企业的创新发展提供技 术支持、参考设计以及解决方案。 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（请文字说明其他活动内容） 活动参与人员 开源证券 陈蓉芳 方正证券 金晶 汇添富基金 丁云波 时间 2025年5月16日 10:00-11:00 地点 公司会议室 形式 线下 上市公司接待人员姓名 证券事务代表 谢日增 交流内容及具体问答记录 首先公司向投资者介绍了公司的整体概况、主要业务以及经营 情况，并就投资者关注的问题进行了交流，具体如下： 1、2024年中电港各个产品的销售情况如何？ 中电港销售的产品主要分为存储器、处理器、模拟器件、射频 与无线连接及其他。存储器业务收入206.85亿元，占比42.53%；处 理器业务收入149.7 ...

证券代码：300816 证券简称：艾可蓝 安徽艾可蓝环保股份有限公司 投资者关系活动记录表 答: 尊敬的投资者，您好！作为国内第一家以尾气后处理 为主业的创业板上市公司，公司凭借强大的技术开发能力和优 质的产品服务树立了良好的品牌形象，在行业中积累了较为丰 富的客户资源，特别是各个细分领域的龙头企业，通过这些龙 头企业的严格准入认证和持续质量审核，公司各项能力持续提 升，品牌形象更加突出，客户资源更加丰富。公司将持续巩固 自身的研发及技术优势、品牌优势、生产及质量管理优势，紧 抓排放升级的契机，开拓进取，在竞争中持续保持优势行业地 位。谢谢您的关注！ 5.公司在 2025 年的经营计划中提到将继续深耕绿色环保 领域，具体有哪些项目或计划正在推进？ 答: 尊敬的投资者，您好！公司将继续深耕绿色环保领域， 以技术创新为驱动，优化产品结构，提升产品性能与竞争力。 在道路车辆及非道路移动机械领域，继续巩固在轻型柴油机后 处理市场的龙头地位，积极向中重型柴油机领域拓展，针对不 同客户需求，提供定制化解决方案，提升客户满意度与忠诚度。 同时，加快推进绿色燃料内燃机后处理催化剂以及面向国七标 准的高性能催化剂的开发，加速混 ...

证券代码：300424 证券简称：航新科技 广州航新航空科技股份有限公司 投资者关系活动记录表 编号：2025-01 | 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（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度业绩说明会的投资者 | | 时间 | 2025年05月16日 15:00-16:30 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长 王磊 | | | 副董事长、总经理 余厚蜀 | | | 独立董事 唐明琴 | | | 财务总监 曹秉安 | | | 董事会秘书 张文虎 | | | 保荐代表人 谢良宁 | | | 1.各位领导您好，从财务数据中可以看到，公司的资产负债率 处于一定水平，在融资渠道和资金管理方面，公司有什么计划来优 | | 投资者关系活动主要内容 | 化资本结构，降低财务风险？ | | 介绍 | 答:尊敬的投资者 ...

2.暖通空调设备营收占比提升至 33.04%，请问主要涉及到 哪些业务产品？ 答: 暖通空调设备作为公司持续深耕的新业务，其 2024 年 营业收入为 25,573.68 万元，占总营业收入的 27.58%。公司暖通 空调设备产品，主要分 3 大平台：离心机平台、螺杆机平台、涡 旋机平台；3 大平台共分 8 大系列产品：磁悬浮离心式冷水机组、 水地源磁悬浮离心热泵机组、能源塔磁悬浮离心热泵机组、超高 温 85℃水地源螺杆热泵机组、低环温能源塔螺杆热泵机组、-35℃ 超低环温空气源螺杆热泵机组、商用低温空气源热泵机组、户用 低温空气源热泵机组。未来将持续扩大暖通产品在数据机房、医 院、酒店、工业制冷、农业养殖等下游领域的拓展。 证券代码：301317 证券简称：鑫磊股份 鑫磊压缩机股份有限公司 投资者关系活动记录表 编号：2025-003 | ☑ | 特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 □ | □ 业绩说明会 媒体采访 | | 类别 □ | 新闻发布会 □ 路演活动 | | ☑ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 ...

1 | | 1、高管您好，请问贵公司本期财务报告中，盈利表现如何？ | | --- | --- | | | 谢谢。 | | | 答：尊敬的投资者，你好，公司2024年合并会计报表实现归属 | | | 于上市公司股东的净利润为9659.97万元。 | | | 2、高管您好，请问贵公司未来盈利增长的主要驱动因素有哪 | | | 些？谢谢。 | | | 答：尊敬的投资者，您好！公司主营业务以模具业务为核心， | | | 以汽车检具和自动化工装设备及零部件为延伸；自设立以来公 | | | 司始终重视技术的积累和创新，积极探索研发新技术，提高生 | | | 产效率、改善产品工艺、提高产品质量。公司以技术和产品创 | | | 新为核心推动企业发展，坚持以市场需求为导向的研发理念， | | | 持续跟踪行业发展趋势，收集模具前沿技术发展、下游客户应 | | | 用需求，不断探索新的研发课题，形成了涵盖产品工艺及基础 | | | 技术研发、新产品研发的体系，使得公司产品技术较好地满足 | | 投资者关系活动主 要内容介绍 | 下游客户的需求，提高了公司的自主创新能力和产品研发效 | | | 率。公司长期专注于汽车内外饰模具及 ...

Group 1: Industry Outlook - The metal packaging industry has a broad market outlook due to its safety, durability, environmental friendliness, and aesthetic appeal [1] - Continuous growth in market demand, particularly in food and beverage sectors, is expected, with increasing canning rates in beer contributing to this demand [1] - Industry concentration is rising, enhancing scale effects and market competitiveness, which will optimize resource allocation and improve overall profitability [1] - Opportunities for international development are increasing as domestic companies can explore overseas markets and engage in international competition [1] - Metal packaging's recyclability aligns with sustainable development goals, making it a preferred choice over other packaging types [2] Group 2: Company Growth Drivers - Industry consolidation and market share expansion following the acquisition of COFCO Packaging have positioned the company as the market leader in two-piece cans [2] - Steady growth in the domestic market, with significant potential for increasing beer canning rates compared to developed countries, will drive revenue growth [2] - International business expansion through overseas operations and partnerships with international clients is a key growth strategy [2] - Continuous optimization of production operations and cost reduction initiatives will enhance profitability [2] Group 3: Financial Performance - In 2024, the company achieved a revenue of CNY 13.67 billion, a decrease of 1.23% year-on-year, while net profit attributable to shareholders was CNY 0.791 billion, an increase of 2.06% year-on-year [3] - The company's market capitalization has decreased from over CNY 30 billion in 2015 to below CNY 14 billion, influenced by market conditions and intensified industry competition [3][4] Group 4: Strategic Initiatives - The company aims to enhance operational performance and profitability through integration with COFCO Packaging and optimizing production layouts [4] - Strengthening communication with investors through regular reports and investor meetings to build confidence in the company's value and growth potential [4] - Investment in R&D for green packaging technologies and innovative materials to maintain profit margins amid increasing competition [5][6] - Collaboration with educational institutions to prepare graduates for industry needs and support talent development [6]

Financial Performance - The company achieved operating revenue of 1.933 billion, a year-on-year increase of 5.38% [7] - The net profit attributable to shareholders was 94.6 million, showing a slight decline compared to the previous year [7] - The total assets and net assets attributable to shareholders experienced significant growth [7] Market Expansion - In 2024, the revenue from exported vehicle-mounted products increased to 6.8% of total revenue, indicating progress in international market development [2] - The company successfully secured projects with leading global automotive brands, contributing to future revenue growth [5] - The global sales of new energy vehicles reached 18.236 million units in 2024, a year-on-year growth of 24.4% [5] Research and Development - The R&D investment for 2024 was 200 million, accounting for 10.35% of operating revenue, with a capitalization rate of 0% [2] - The R&D team expanded to 813 members, covering various key functions to enhance innovation capabilities [7] - The company maintains a high level of R&D investment to support long-term development and ensure product performance remains industry-leading [3] Accounts Receivable - The accounts receivable and notes receivable increased by 136.22% compared to the previous year, with a 13.41 percentage point rise in their proportion of total assets [7] - The increase in accounts receivable is primarily due to high sales in the fourth quarter, with good quality of receivables from major clients [7] Strategic Outlook - The company plans to strengthen its domestic market while leveraging its brand advantages to explore international clients [2] - Future gross margin levels are expected to be influenced by customer pricing and supply chain cost reduction measures [4] - The company aims to enhance its market share in the global high-voltage power supply systems for new energy vehicles [2]