Group 1: Company Strategy and Positioning - The restructuring will integrate the company's international engineering business with high-quality consumer goods, enhancing its capability in international market expansion [2] - The company aims to become a new profit growth driver for North Company during the 13th Five-Year Plan period [2] Group 2: Contractual Developments - The company has achieved significant success in overseas market development, with contract signing amounts exceeding $1 billion for two consecutive years [3] - The company is actively communicating with owners, governments, and financial institutions to expedite the execution of signed projects [3] Group 3: Impact of the Belt and Road Initiative - The Belt and Road Initiative presents valuable development opportunities for the international engineering industry, prompting the company to establish a dedicated mechanism to enhance resource investment in countries along the initiative [3] - The company is leveraging national policies to promote its international operations and is tracking benefits from initiatives like the Asian Infrastructure Investment Bank and Silk Road Fund [3] Group 4: Future Investments and Acquisitions - Overseas investments and mergers are key strategies for the company's transformation and rapid development during the 13th Five-Year Plan [3] - The company is progressing with the Nam Ngum hydropower project in Laos, expected to start generating power in 2017, and is also advancing the 100MW wind power project in Pakistan [3]

Group 1: Company Restructuring and Market Strategy - The recent restructuring integrates the company's international engineering business with high-quality domestic products, enhancing its international market development capabilities [2] - The restructuring is expected to create synergies in business, talent, and market, benefiting the company's growth [2] Group 2: Profit Margin Improvement - In 2016, the company's international engineering gross profit margin significantly improved due to diversified market development and optimized project execution [3] - The enhancement in project management and execution capabilities has led to a notable increase in project profitability [3] Group 3: Competitive Landscape and Strategic Response - The international engineering contracting market is becoming increasingly competitive as more Chinese companies expand overseas [3] - The company plans to strengthen cooperation with relevant enterprises and leverage its market advantages to share benefits and enhance profitability through overseas investments and joint ventures [3] Group 4: Project Developments and International Relations - North China International is a leading player in Iran's metro market, and the lifting of sanctions will facilitate the execution of its projects in Iran [4] - The "Belt and Road" summit is expected to positively impact the company's overseas market development by enhancing financial support for international economic and technical cooperation projects [4]

证券代码：000065 证券简称：北方国际 北方国际股份有限公司投资者关系活动记录表 编号：2017-01 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 中泰证券股份有限公司、国信证券股份有限公司、中国银河投 | | 人员姓名 | | 资管理有限公司、交银施罗德基金管理有限公司、国泰基金管 | | | | 理有限公司、嘉实基金管理有限公司、银华基金管理有限公 | | | | 司、浦银安盛基金管理有限公司、中国人寿资产管理有限公 | | | | 司、安邦资产管理有限公司、建信基金管理有限责任公司 | | 时间 | 2017 年 5 ...

Group 1: Company Overview and Market Position - North China International is a leading player in the Iranian metro market, holding a significant market share [1] - The lifting of sanctions related to Iran's nuclear program will facilitate the execution of the company's projects in Iran [1][2] Group 2: Support from Parent Company - China North Industries Corporation (NORINCO), the controlling shareholder, provides substantial business support, leveraging its brand and market advantages to aid North China International's market development [2] - NORINCO has established a presence in over 30 countries, offering valuable project information to North China International [2] Group 3: Strategic Reorganization - The recent restructuring involves five target companies, enhancing the company's international engineering capabilities and market expansion efforts [2] - The restructuring aims to integrate international engineering and quality consumer goods operations, strengthening the company's ability to explore international markets [2][3] Group 4: Future Investment Plans - Overseas investment is a key strategy for the company's transformation and rapid development, with projects like the South Pai Hydropower Station in Laos and a 100MW wind power project in Pakistan expected to generate stable revenue starting in 2017 [3]

Group 1: Key Projects and Market Focus - The major focus for the year is the effective implementation of significant projects, particularly in Iran's rail transit sector, where the company holds a substantial market share [2][3] - The lifting of sanctions related to Iran's nuclear program is expected to facilitate the execution of the company's projects in Iran [2][3] - The company is actively engaging with relevant departments and financial institutions in both countries to expedite project implementation [3] Group 2: Impact of the Belt and Road Initiative - The Belt and Road Forum is seen as a crucial platform for international cooperation, enhancing the commitment of participating countries to China's initiative [3] - The forum is expected to positively influence the company's overseas market development and financial support for international economic cooperation projects [3] Group 3: Real Estate Business Strategy - Currently, the company's real estate projects are primarily focused on the Shunde project in Foshan, Guangdong [3] - There are plans to expand real estate operations overseas, particularly in high-demand markets like Myanmar and Iran, leveraging the Norinco brand's advantages [3]

证券代码：000065 证券简称：北方国际 北方国际股份有限公司投资者关系活动记录表 编号：2017-04 | --- | --- | --- | |----------------|----------------------------|------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 安信证券股份有限公司、浙银汇智资本管理有限公司、兴全 | | 人员姓名 | | 基金管理有限公司、方正富邦基金管理有限公司、广东洪昌 | | | | 投资管理有限公司、华商基金管理有限公司、北信瑞丰基金 | | | 管理有限公司 | | | 时间 | 2017 年 7 月 18 | 日下午 15:00 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 ...

证券代码：000065 证券简称：北方国际 编号：2017-05 北方国际股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------|------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 中国国际金融股份有限公司、国泰君安证券股份有限公司、 | | 人员姓名 | | 中信证券股份有限公司、国金证券股份有限公司、中国中投 | | | | 证券股份有限公司、广发证券股份有限公司、天风证券股份 | | | | 有限公司、嘉实基金管理有限公司、吉富创业投资股份有限 | | | 公司 | | | 时间 | 2017 年 7 月 27 | 日下午 15:00 | | 地点 ...

证券代码：000065 证券简称：北方国际 编号：2017-06 北方国际股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 天风证券股份有限公司、方正证券股份有限公司、盛世景资 | | 人员姓名 | | 产管理集团股份有限公司、民生证券股份有限公司、广发证 | | | | 券股份有限公司、中信资产管理有限公司、北京江铜有邻资 | | | | 产管理有限公司、中泰证券股份有限公司、长城财富资产管 | | | | 理有限公司、农银人寿保险股份有限公司、安信基金管理有 | | | | 限公司、九泰基金管理有 ...

证券代码：000065 证券简称：北方国际 编号：2018-01 北方国际股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 九泰基金管理有限公司 | | | 人员姓名 | | | | 时间 | 2018 年 6 月 21 日 | 15:30-16:30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 杜晓东 | | | 员姓名 | | | | 投资者关系活动 | 1 、老挝南湃 | BOT 水电站项目进展情况？ | | 主要内容介绍 | 老挝南湃 BOT | 水电站是公司 ...

Group 1: Impact of COVID-19 - The company has prioritized pandemic prevention measures, aiming for a "zero COVID" target since February 10, 2020, while gradually resuming operations [2] - As of the report, all domestic units have achieved stable operations in accordance with local government regulations [3] - The company signed a three-year loan agreement for $110 million with China Development Bank to support resumption of work and production [3] Group 2: International Business Development - Despite the pandemic, the company successfully signed a $226 million operation and maintenance project in Pakistan on February 25, 2020 [3] - The company has actively pursued international engineering projects, with the first batch of equipment for the Croatia wind power project successfully delivered [3] Group 3: Financial Management - The company has implemented financial derivatives trading to hedge against foreign exchange risks, particularly due to its significant dollar-denominated assets [4] - As of September 2020, the net value of accounts receivable was 5.405 billion yuan, primarily due to the Bangladesh coal-fired power project not meeting contract payment conditions, resulting in 2.477 billion yuan in receivables [4] Group 4: Future Development Strategy - The company aims to leverage the "Belt and Road" initiative, focusing on international engineering, trade, and capacity cooperation [4] - It plans to enhance its integrated project operation capabilities and accelerate transformation and upgrading to achieve high-quality development [4]