证券代码：000913 证券简称：*ST 钱江 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | 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 投资者接待日活动 | | | 参与单位名称及 | 裘幼莲、王玲飞、严怀君 | | | 人员姓名 | | | | 时间 | 2016 年 5 月 11 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | | 董事长：林华中，总经理：郭东劭，董事会秘书：王海斌， | | 员姓名 | 总会计师：江传敏 | | | 投资者关系活动 | 1 | 、请问吉利进入钱江摩托后，近期有无重组计划，或者公 | | 主要内容介绍 | | 司现有股东近期有无对公司的重组计划？ | | | 公司于 ...

编号：2017001 证券代码：000913 证券简称：钱江摩托 浙江钱江摩托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 （投资者接待日活动） | | | 参与单位名称及 | 广大投资者 | | | 人员姓名 | | | | 时间 | 2017 年 5 月 18 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | | 董事长林华中先生、总经理郭东劭先生、董事会秘书王海斌先 | | 员姓名 | 生、总会计师江传敏先生 | | | 投资者关系活动 | | 投资者就公司经营情况及未来发展与公司进行了交流， | | 主要内容介绍 | 主 ...

编号：2022-001 证券代码：000913 证券简称：钱江摩托 2021 年度网上业绩说明会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 | | | 参与单位名称及 人员姓名 | 投资者通过网上参与 | | | 时间 2022 | 年 5 月 10 日 | | | 地点 公司证券部 | | | | 上市公司接待人 ...

证券代码：000913 证券简称：钱江摩托 2021 年度网上业绩说明会投资者关系活动记录表 编号：2022-003 | --- | --- | --- | |-----------------------|-------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | | 华西证券：王旭冉；合远基金：管华雨、刘颜、丁俊；博时基 | | 人员姓名 | 金：张锦 | | | 时间 2022 | 年 9 月 1 日 | | | 地点 公司证券部 ...

编号：2022-004 证券代码：000913 证券简称：钱江摩托 2021 年度网上业绩说明会投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Financial Performance - In the first half of 2022, the company achieved a sales revenue of 2.583 billion yuan, representing a year-on-year growth of 21.20% [1] - The net profit attributable to shareholders of the listed company was 200 million yuan, with a year-on-year increase of 16.95% [1] - The net profit after deducting non-recurring gains and losses was 194 million yuan, showing a year-on-year growth of 63.60% [1] Group 2: Sales and Market Performance - The company sold approximately 183,200 motorcycles, a year-on-year decline of about 5.88% [1] - Sales of large-displacement motorcycles accounted for approximately 68.36% of total sales, with 82,000 units sold, marking a year-on-year increase [1] - Domestic market sales reached approximately 95,200 units, reflecting a year-on-year growth of about 9.16%, while cumulative exports were around 88,000 units, showing a decline [1] Group 3: Product and Supply Chain Insights - Key imported components for motorcycles include ECU, liquid brakes, drive belts, and shock absorbers, with some supply tightness noted, particularly for drive belts and liquid brakes [2] - The company has established a DMS management system and an Internet of Vehicles system to monitor motorcycle sales and inventory, aiding in sales forecasting and production preparation [2] - The QJMOTOR brand primarily operates through a dealership model, requiring first-level dealers to establish flagship stores for better service and image [2] Group 4: Future Plans and Product Development - The company is currently developing all-terrain vehicles, with some samples expected to be showcased in the second half of the year, although there are no production capabilities or plans yet [2] - New product launches are scheduled for September, including models such as Flash PLUS, Race 550, and TNT899 [2]

Group 1: Investor Relations Activities - The investor relations activity involved a specific audience survey and included representatives from various investment firms such as Junjin Investment and Zhejiang Securities [1] - The meeting took place on September 29, 2022, in the company's conference room, with company representatives including the board secretary and securities affairs representative [2] Group 2: Company Product Insights - The company has a rich lineup of large-displacement products under the QJMOTOR brand, attributed to its strong technical foundation and continuous R&D investment [2] - The newly launched product, the Sai 550, priced around 36,000 yuan, has received several thousand orders since its release, indicating strong market interest [3] - The target demographic for QJMOTOR products primarily consists of young consumers aged 20-30, who seek a thrilling riding experience [3][4] Group 3: Market Strategy and Future Plans - The company aims to continuously create popular products by leveraging consumer feedback and enhancing product quality and design [3] - The e-net initiative is designed to establish a second offline channel for high-end scooter products, with a goal of setting up 200 exclusive stores [3] - The company recognizes the scooter market as a significant opportunity, planning to launch multiple models to capture market share [4]

证券代码：000913 证券简称：钱江摩托 浙江钱江摩托股份有限公司 投资者关系活动记录表 编号：2022-006 | --- | --- | --- | |----------------|---------------------------|---------------------------------------------------------------| | | | | | 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 电话会议 | | | 参与单位名称及 | | 招商证券：赵中平；太平保险资管：窦萍华、赵洋；平安基金 | | 人员姓名 | | 管理有限公司：王修宝；海富通基金管理有限公司：赵晨凯； | | | | 汇添富基金管理有限公司：董超；建信基金管理有限责任公 | | | | 司；交银施罗德基金管理有限公司：吕怡；泉果基金管理有 | | | | 限公司：余海洋；淳厚基金管理有限公司：廖辰轩、陈文薛、 | | | | 莉丽、陈印；兴银基金管 ...

Financial Performance - Revenue for Q3 2022 reached ¥1,897,326,601.33, an increase of 44.26% compared to the same period last year[7] - Net profit attributable to shareholders was ¥210,066,555.45, up 102.11% year-on-year[7] - Net profit after deducting non-recurring gains and losses was ¥202,176,295.10, reflecting an 83.42% increase compared to the previous year[7] - Basic earnings per share for Q3 2022 was ¥0.4632, representing a 102.09% increase year-on-year[7] - Total operating revenue for the current period reached ¥4,480,208,097.47, an increase of 30.0% compared to ¥3,446,266,627.44 in the previous period[38] - Net profit for the current period was ¥388,897,919.32, representing a 87.0% increase from ¥207,727,233.56 in the previous period[41] - Basic earnings per share rose to ¥0.9043, compared to ¥0.6064 in the previous period, reflecting a 48.9% increase[43] - Total profit for the current period was ¥448,883,907.49, compared to ¥225,622,381.98 in the previous period, marking a 99.0% increase[41] Cash Flow - Operating cash flow for the year-to-date reached ¥1,785,703,033.95, a significant increase of 719.90%[7] - Net cash inflow from operating activities totaled 1,567,909,091.90, a significant increase of 719.90%, driven by higher cash receipts from sales of goods and services[19] - Cash flow from operating activities generated ¥1,785,703,033.95, significantly up from ¥217,793,942.05 in the previous period[45] - Net cash inflow from investment activities amounted to $170,405,570.95, compared to a net outflow of $25,315,136.49 in the previous period[46] - Total cash inflow from financing activities reached $904,289,988.80, an increase from $714,515,141.64 in the prior period[46] - The net cash flow from financing activities was $296,817,319.78, down from $655,598,518.30 in the previous period[46] - Cash and cash equivalents increased by $2,332,379,365.55 during the period, compared to an increase of $839,132,600.00 in the previous period[46] Assets and Liabilities - Total assets at the end of Q3 2022 amounted to ¥7,625,667,791.41, a 49.10% increase from the end of the previous year[7] - The company's total assets reached approximately CNY 7.63 billion, a significant increase from CNY 5.11 billion at the beginning of the year, representing a growth of about 49.3%[31] - The total liabilities as of September 30, 2022, amounted to approximately CNY 4.18 billion, up from CNY 2.10 billion, indicating an increase of about 99.4%[36] - The company's equity attributable to shareholders rose to approximately CNY 3.42 billion, compared to CNY 2.99 billion, reflecting an increase of about 14.3%[36] Research and Development - The company reported a 49.12% increase in R&D expenses, totaling ¥70,130,437.58, due to increased investment in materials and new molds[16] - Research and development expenses increased to ¥212,891,175.55, up 49.0% from ¥142,760,737.97 in the previous period[38] Investment and Financing - Investment income decreased by 272,343,696.02, a decline of 109.31%, primarily due to the exclusion of Zhejiang Qianjiang Lithium Battery Technology Co., Ltd. from consolidation, which previously incurred excess losses[19] - The company plans to invest approximately CNY 3 billion in a new motorcycle manufacturing project in the Zhejiang Wenzhou Economic Development Zone, which was approved by the shareholders' meeting[30] - The company received the first payment of CNY 312.82 million for land acquisition, part of a total compensation of CNY 1.25 billion approved by the shareholders[30] Other Financial Metrics - The company reported a significant increase in government subsidies, with other income rising by 106.63% to ¥6,717,132.71[16] - Fair value change income increased by 29,552,480.88, up 97.65%, mainly due to the impact of market price changes on stocks held by a subsidiary, which were fully sold in 2021[19] - Income tax expenses rose to 42,090,839.75, a significant increase of 235.21%, due to higher current income tax and deferred tax impacts[19] - The company experienced a decrease in investment income, reporting a loss of ¥23,186,599.47 compared to a profit of ¥249,157,096.55 in the previous period[38] Inventory and Receivables - The company's inventory as of September 30, 2022, was approximately CNY 1.14 billion, slightly up from CNY 1.12 billion at the beginning of the year, indicating a growth of about 2.5%[31] - The accounts receivable decreased to approximately CNY 408.28 million from CNY 487.77 million, showing a decline of about 16.2%[31] Impairment Losses - Credit impairment losses amounted to 141,846,761.13, a rise of 93.41%, mainly due to the exclusion of a subsidiary from consolidation, which previously offset bad debt provisions[19] - Asset impairment losses were 106,620,827.47, an increase of 59.72%, also due to the exclusion of the subsidiary from consolidation[19] Other Information - The company did not have an audited report for the third quarter[47]

Financial Performance - The company's operating revenue for the first half of 2022 was ¥2,582,881,496.14, representing a 21.20% increase compared to ¥2,131,042,072.05 in the same period last year[26]. - The net profit attributable to shareholders was ¥200,071,896.29, up 16.95% from ¥171,077,031.86 in the previous year[26]. - The net profit after deducting non-recurring gains and losses was ¥193,650,453.15, which is a significant increase of 63.60% compared to ¥118,370,879.77 last year[26]. - The net cash flow from operating activities reached ¥786,155,047.31, marking a substantial increase of 204.60% from ¥258,090,222.58 in the same period last year[26]. - The total assets at the end of the reporting period were ¥6,185,836,420.28, reflecting a 20.95% increase from ¥5,114,303,194.88 at the end of the previous year[26]. - The net assets attributable to shareholders increased by 9.70% to ¥3,284,867,016.58 from ¥2,994,304,667.44 at the end of the previous year[26]. - Basic earnings per share were ¥0.4411, an increase of 16.94% compared to ¥0.3772 in the same period last year[26]. - The weighted average return on equity was 6.46%, up from 6.05% in the previous year[26]. Sales and Market Performance - In the first half of 2022, the company achieved a sales revenue of 2.583 billion CNY, representing a year-on-year growth of 21.20%[35]. - The company sold approximately 183,200 motorcycles, a year-on-year decline of about 5.88%, with large-displacement motorcycle sales reaching about 82,000 units, a growth of approximately 68.36%[35]. - Domestic sales accounted for approximately 95,200 units, reflecting a year-on-year increase of about 9.16%, while exports totaled about 88,000 units, down approximately 18.08%[35]. - The motorcycle industry experienced a decline in production and sales, with a total of 9.4392 million and 9.5945 million units sold in the first half of 2022, down 16.07% and 14.88% year-on-year respectively[35]. - The large-displacement motorcycle segment has become the main source of profit for the company, with products in this category consistently ranking first in domestic sales[35]. Research and Development - The company focuses on high-performance motorcycle technology development and aims to enhance user experience through continuous technological upgrades[35]. - The company's R&D investment increased by 41.98% to ¥136,653,495.73, up from ¥96,245,400.57, driven by higher expenditures on R&D materials and new molds[44]. - The company has established a comprehensive R&D system with institutions such as the Powertrain Research Institute and the Vehicle Research Institute, significantly exceeding industry averages in R&D investment and personnel[38]. Strategic Initiatives - The company has established strategic partnerships with leading global motorcycle manufacturers, including Harley Davidson, to strengthen its market position[35]. - The company is actively expanding into the electric vehicle market in response to industry trends[35]. - The company emphasizes talent development and has built a strong decision-making and execution team to enhance its core competitiveness[36]. Financial Position and Investments - The total investment amount for the reporting period was ¥120,155,102.04, a significant increase of 507% compared to ¥19,800,000.00 in the same period last year[63]. - The company plans to enhance research and development, focusing on technological innovation and cost management to mitigate risks and ensure steady growth[76]. - The company intends to invest approximately 3 billion CNY in a new motorcycle manufacturing project, with plans to acquire around 837 acres of land[128]. Risks and Challenges - The management highlighted potential risks and countermeasures in the business operations, which investors should be aware of[5]. - The company faces risks from macroeconomic downturns, exchange rate fluctuations, industrial policy uncertainties, and raw material price volatility[73]. Corporate Governance - The company plans not to distribute cash dividends or issue bonus shares for the semi-annual period, nor to increase share capital from capital reserves[82]. - The company held its 2021 annual general meeting with a participation rate of 54.28% on May 20, 2022, and the first extraordinary general meeting of 2022 with a participation rate of 45.30% on June 23, 2022[80][81]. - The company has not engaged in any major related party transactions during the reporting period[110]. Environmental and Social Responsibility - The company emphasizes social responsibility, focusing on sustainable development and environmental protection while ensuring compliance with national environmental regulations[99]. - The company’s wastewater treatment facility has a processing capacity of 15 tons per hour, and it has maintained compliance with environmental discharge standards during the reporting period[92]. - The total COD emissions were 0.49 tons, well below the approved limit of 8.6 tons, indicating no exceedance of discharge standards[92].