Group 1: Company Overview and Activities - The investor relations activity included a visit to the company's laboratory, product exhibition hall, and selection center [2] - The meeting featured a Q&A session addressing various topics related to the company's operations and market strategies [2] Group 2: Applications in New Energy Vehicles - The company has developed removable pressure-sensitive adhesives combined with mushroom fasteners for applications in new energy vehicle interior assembly, dashboard, and various interior components [2][3] - Anti-puncture protective materials are designed to safeguard battery packs in new energy vehicles, reducing the risk of safety incidents during collisions [3] - Multi-functional coating materials enhance the scratch resistance of vehicle paint, minimizing damage during regular use and transport [3] Group 3: Financial Performance and Growth Strategy - In the first three quarters of 2025, the company experienced revenue growth but a decline in profits due to external pressures and increased R&D investments [3] - The company aims for a revenue growth rate of no less than 20% and a net profit growth rate of no less than 25% by 2026, with emerging business revenue targeted at no less than 210 million yuan [3][4] - The growth strategy focuses on channel upgrades, business expansion, and exploring new markets, particularly in the B-end sector [3][4] Group 4: B-end Business Development - The company is leveraging its material technology to expand into diverse application scenarios, including functional adhesives and TPE materials, which have gained trust from industrial clients [3] - The company is actively developing coating materials for anti-icing and scratch resistance applications [4] - Future plans include deepening collaborations with industrial clients to enhance product performance [4] Group 5: Future Business Development Plans - The company plans to maintain steady growth in the C-end market while aggressively expanding B-end business, focusing on security, outdoor, flexible connections, and functional coatings [4]

证券代码：300218 证券简称：安利股份 | 材、沙发家居。但该排序为品类整体平均水平，若聚焦单一客 | | --- | | 户、单一产品，销售单价排序根据产品工艺复杂度、性能指标 | | 要求、合作体量等因素会有所变化，不能一概而论。 | | 3、公司第 4 期员工持股计划股份支付费用对业绩的影响？ | | 答：公司第 4 期员工持股计划产生的股份支付费用，于 2025 | | 年三、四季度计入相关成本费用，对公司经营业绩的影响体现 | | 在 2025 年。 | | 4、耐克 2026 年订单预期及合作进展？新兴运动品牌拓展 | | 情况？ | | 答：公司与耐克的合作态势持续向好，当前耐克给公司下 | | 达了一定的预告订单，但具体订单以最终实际生产情况为准。 | | 公司开发的创新材料获得耐克高度认可与青睐。自 2025 年 | | 升级为耐克战略合作伙伴后，公司的优势显现、机遇良好，努 | | 力扩大在耐克供应链体系中的总体占比。 | | 公司积极联系接洽 HOKA、昂跑等新兴品牌，相关工作正在 | | 积极推进中。 | | 5、公司消费电子品类 2024 年、2025 年销售情况？未来如 | | ...

编号：2026001 | | √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 | 华夏基金 张雪韬；中正投资 杨忠水；骏耀投资 张子钢、陈 | | 及人员姓名 | 帅君 | | 时间 | 2026 年 1 月 22 日；2026 年 1 月 23 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 2026 年 1 月 22 日和 2026 年 1 月 23 日，公司分别接待了华夏 | | | 基金、中正投资和骏耀投资等机构的基金经理、投资经理的来 | | | 访并与其进行了交流。主要沟通内容如下： | | | 1、问：自进入 2026 年以来，公司业务拓展情况如何？ 答：今年以来，公司在物料起重搬运装备业务领域持续取得积 | | | 极进展。公司已成功获取多份包括轮胎吊、门座式起重机、轨 | | 投资者关系活 | 道式龙门起 ...

答：二氧化碳聚醚是环氧丙烷与二氧化碳的共聚产物，不仅 具有低温柔顺性、耐水解性等优点，而且兼具聚碳酸酯的力学强 度、耐磨性、耐热性等特点，由其制备的聚氨酯材料具有优异的 抗氧化、耐磨、耐化学品、耐水解等性能；除此之外，二氧化碳 聚醚分子链上含有碳酸亚丙酯键，更容易被降解再生，由其制备 的聚氨酯制品更容易实现可持续循环再生，因此预计未来二氧化 碳聚醚在聚氨酯行业市场容量能够持续扩大。 证券代码：301518 证券简称：长华化学 长华化学科技股份有限公司 投资者关系活动记录表 编号：2026-001 | ☑ | 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 东吴证券股份有限公司 | 陈淑娴、周少玟 | | | 浙商基金管理有限公司 上海瓦洛兰投资管理有限公司 | 景徽 董骁 | | | 五地投资管理有限公司 | 成佩剑 | | 参与单位名称及 | 贵山基金管理有限公司 | 毛程霖 | | 人员姓名 | 基明资产管理（上海）有限公司 | ...

证券代码：300503 证券简称：昊志机电 广州市昊志机电股份有限公司投资者关系活动记录表 编号：2026-002 | | √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 | | | 华富基金管理有限公司、招商基金管理有限公司、红土创新基金管理有限 | | | 单位 中航基金管理有限公司、博时基金管理有限公司、嘉实基金管理有限公司、 | | | 公司、万家基金管理有限公司、朱雀基金管理有限公司、兴银基金管理有 限责任公司、富安达基金管理有限公司、同泰基金管理有限公司、前海开 | | | 源基金管理有限公司、鹏华基金管理有限公司、长安基金管理有限公司、 | | | 汇添富基金管理股份有限公司、泰信基金管理有限公司、安信基金管理有 | | | 限责任公司、东兴基金管理有限公司、华商基金管理有限公司、深圳道朴 | | 参与单位名称 | 私募证券基金管理有限公司、上海歌汝私募基金管理有限公司、上海古曲 | | | 私募基金管理有限公司、上海钦沐资产管理合伙企业（有限合伙 ...

Group 1: Business Overview and Product Applications - The company provides advanced system solutions and lifecycle services in the energy and power sectors, focusing on compressors and heat exchange devices, covering a temperature range of -271°C to 200°C [3] - Products are widely used in various industries, including food processing, cold chain logistics, industrial refrigeration, commercial air conditioning, and energy recovery systems [3] - Key applications include data centers, nuclear power, and industrial heat management, with a focus on energy efficiency and carbon reduction technologies [3][10] Group 2: Data Center and Cooling Systems - The company’s subsidiaries supply cooling equipment for data centers, including Dunham-Bush, which has a 131-year history and offers advanced cooling solutions [4] - Notable products include variable frequency centrifugal chillers and integrated natural cooling systems, recognized in the national green data center technology catalog [4] - The market for data center cooling is robust, with successful projects in both domestic and international markets [4][6] Group 3: Nuclear Power Applications - The company focuses on cooling and heating solutions for nuclear power plants, developing technologies for safe and efficient operation [6][7] - Recent projects include cooling systems for various nuclear power stations across China, supporting the country's nuclear energy initiatives [6][7] Group 4: Heat Recovery and Energy Management - The company is committed to energy management through industrial heat pumps and waste heat recovery technologies, aligning with national carbon reduction policies [8][10] - The Beijing Huayuan Taima company has been recognized as a national-level "little giant" enterprise, holding numerous patents and awards for its innovative technologies [8][9] Group 5: Innovative Technologies and Future Prospects - The company has developed a helium gas compressor for low-temperature applications, contributing to significant scientific research projects [11] - Future projects include gas turbine waste heat cooling technologies, enhancing energy utilization efficiency [12]

Group 1: Company Overview - Chuangyuan Technology is involved in clean environmental solutions through its subsidiary Jiangsu Sujing, which offers products in four main categories: air purification systems, biological safety equipment, energy-saving environmental systems, and gas production and purification [2][3]. Group 2: Subsidiary Business Highlights - Jiangsu Sujing is a leading supplier in the clean environmental sector, with applications in emerging industries such as new information technology, energy conservation, biomedicine, new energy, and aerospace [2]. - Suzhou Electric Porcelain, a subsidiary, specializes in high-voltage porcelain insulators for ultra-high voltage transmission lines and has a strong R&D capability, contributing to national standards [3]. - Suzhou Bearings produces a variety of bearings used in automotive systems, industrial automation, and aerospace, among other fields [3]. Group 3: Export Business Performance - In 2024, the company's export revenue was CNY 675 million, accounting for 16.11% of total revenue, with Suzhou Bearings contributing CNY 311 million (46.09%) and Suzhou Electric Porcelain contributing CNY 172 million (25.40%) [5]. - For the first half of 2025, export revenue reached CNY 345 million, representing 16.58% of total revenue, with Suzhou Bearings at CNY 154 million (44.72%) and Suzhou Electric Porcelain at CNY 113 million (32.84%) [5]. Group 4: Compliance and Disclosure - The investor relations activity adhered to information disclosure regulations, ensuring that all communications were accurate, complete, and did not involve undisclosed significant information [6].

Group 1: Fundraising and Project Changes - The company announced the termination of the original fundraising project "Expansion of Large-size Light Guide Plate Project" to improve fundraising efficiency and redirect remaining funds to the TAC film project and reflective polarizing film project [1] - The TAC film and reflective polarizing film projects are aimed at addressing domestic supply chain issues and enhancing the company's growth trajectory [1] Group 2: Market Analysis and Competitive Landscape - The demand for TAC film is projected to reach 1.229 billion square meters by 2025, with over 70% of panel production capacity located in mainland China [2] - Currently, 75% of the global TAC film market is dominated by Japanese suppliers, highlighting the need for domestic production to reduce reliance on imports [2] Group 3: Project Progress and Challenges - As of June 2025, the construction of the factory for the TAC film project is progressing steadily, with major equipment expected to be installed and tested in the first half of the year [3] - The procurement of production equipment has faced challenges due to the need for customized machinery and the limited availability of suppliers, but these issues are being addressed [4] - The company plans to increase the use of domestic equipment in future phases of the project to enhance the localization of TAC film production [4]

证券代码：300358 证券简称：楚天科技 ③公司自 2024 年下半年，开展了一系列精细化管理措施，开 源节流，2025 年内公司整体运营成本得到有效控制，成果显著， 期间费用总额较 2024 年同期下降明显。 楚天科技股份有限公司 投资者关系活动记录表 编号：2026-001 | | 特定对象调研 □分析师会议 | | --- | --- | | | 媒体采访 □业绩说明会 | | 调研活动类别 | □新闻发布会 □路演活动 | | | 现场参观 其他 | | 时 间 | 2026 年 1 月 23 日上午 10:00-12:00，平安证券、国信证券自营、 | | | 毅木资产、湖南医药发展私募基金 | | 参与单位名称 | | | | 2026 年 1 月 26 日上午 10:30-12:00，招商证券 | | 地 点 | 公司会议室 | | 上市公司接待 | 董事会秘书：黄玉婷 | | 人员姓名 | 证券事务代表：周德伟 | | | 一、内容提要： | | | 1、厂区参观 | | | 2、会议室座谈 | | | 二、主要关注的问题与回复如下： | | | 1、公司 2025 年度业绩预告较 ...

Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of differentiated, functional biaxially oriented polyester (BOPET) films [2] - The company produces various specifications and models of polyester film products, including color optical base films, functional films, and transparent films, applicable in consumer electronics and automotive sectors [2] - Future plans include expanding product series and application fields while exploring new materials, particularly in high-performance carbon fiber projects for sustainable development [2] BOPET Film Business - The BOPET film business is gradually improving, with several high-value-added new products developed and ready for sampling [3] - Performance improvement requires time, and impairment provisions from fundraising projects may impact current profits [3] Carbon Fiber Project - The carbon fiber project aims to enter a market dominated by a few companies, with high prices and concentrated supply [4] - The strategic goal is to develop and industrialize high-performance carbon fiber, creating synergy with existing BOPET film operations to enhance R&D and manufacturing capabilities [4] Strategic Planning - The company maintains a "differentiated, functional" positioning, focusing on high-end optical film production for short-term performance and high-performance carbon fiber for long-term growth [4] - Key applications include consumer electronics, new energy vehicles, and high-end equipment, establishing a dual-driven development model [4] - Short-term strategies involve deepening optical film business and optimizing product quality, while long-term strategies focus on scaling carbon fiber production and expanding into high-end applications [4] Target Customers for Carbon Fiber - Future customers for carbon fiber products are high-end enterprises in aerospace, high-end equipment manufacturing, and industrial applications [5] - The company will actively engage with potential clients and advance product sampling and performance validation [5] Equity Incentive Plans - The company will consider market conditions, development strategies, and shareholder interests when evaluating equity incentive plans [6]