Group 1: Company Overview and Operations - Jiangshan Chemical has focused on stabilizing production at Zhejiang Iron and Wind, optimizing operations to reduce costs and create competitive advantages [2][3] - The company achieved a production capacity of 100,000 tons of polycarbonate since the project commenced, with ongoing technical improvements and management enhancements [4] Group 2: Production and Market Strategy - The company aims to improve production control and increase the ratio of branded PC products and injection-grade products to ensure stable high-load operations [3] - The PC product pricing is determined based on market supply and demand, with a sales model that balances direct sales and distribution, each accounting for approximately 50% [5] Group 3: Project Developments - The polycarbonate diversification project was initiated in Q3 2016 with self-funding, yielding positive results as the second-generation PC products have fully entered the market [3] - Future possibilities for a second phase of the polycarbonate project are being considered, given the availability of land for new installations [4] Group 4: Synergy and Collaboration - Zhejiang Iron and Wind benefits from geographical proximity to Zhejiang Iron and Ning, optimizing the use of shared facilities and achieving complementary supply and demand for steam and condensate [4] - The integration of Zhejiang Iron and Wind into the listed company has led to increased sales volume of steam by-products, enhancing profit levels [4] Group 5: Product Characteristics and Applications - Polycarbonate is recognized for its excellent impact resistance, dimensional stability, and high-temperature resistance, making it suitable for various applications including construction materials, electronics, and automotive components [4] - The trend towards plasticization in the automotive industry significantly boosts the application of polycarbonate in automotive parts [5] Group 6: Financial Performance - The subsidiary Zhejiang Iron and Ning has achieved continuous normal production of an 80,000 tons/year phthalic anhydride project, with products entering high-end markets and gaining recognition from downstream users [5] - The company has maintained favorable levels for raw material and product prices, leading to a preliminary turnaround in profitability for Zhejiang Iron and Ning [5]

证券代码：002061 证券简称：江山化工 编号： | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------| | | | | | 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 | | 国联证券 张志扬；中财招商投资集团 钱浙勇； | | 人员姓名 | | | | 时间 | 2017 年 5 月 24 | 日 | | 地点 | 江山化工会议室 | | | 上市公司接待人 | 邹宏 盛刚亮 白丽 | | | 员姓名 | | | | 投资者关系活动 | 一、签署承诺书 | | | 主要内容介绍 | 二、 | 请简要介绍本次重组标的交工集团的情况。 | | | | 浙江交工主营交通工程施工业务，包括道路、桥梁、隧 | | | | ...

证券代码：002061 证券简称：*ST 江化 编号： 浙江江山化工股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|------------------------|--------------------------------------------------------------| | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 动类别 | □ | 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 | 光大证券 赵启超 | | | 及人员姓名 | | | | 时间 | 2017 年 1 月 6 | 日 | | 地点 | 江山化工接待室 | | | 上市公司接待 | 邹宏 盛刚亮 林楠芳 | | | 人员姓名 | | | | 投资者关系活 | 一、签署承诺书 | | | 动主要内容介 | 二、 2016 | 年公司整体运营情况 | | 绍 | | 今年公司及下属子公司浙铁江宁、浙铁大风克服了 ...

证券代码：002061 证券简称：江山化工 编号： 参与单位名称及 浙商证券 邓胜； 浙江日报 李知政； 国海证券 司马湫；东北 人员姓名 证券 沈衡；银万资本 夏添；财通证券 朱寅 苏凯；上海证券 洪麟翔 浙江江山化工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） | | --- | --- | |----------------|------------------------------------------------------| | 时间 | 2017 年 3 月 14 日 | | 地点 | 江山化工会议室 | | 上市公司接待人 | 董星明 余惠民 邹宏 盛 ...

证券代码：002061 证券简称：*ST 江化 编号： 浙江江山化工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 | 太平洋证券 陈振华 | | | 人员姓名 | 中融信托 朱钱玉 宋金楷 | | | | 海通并购 江山红 孟繁荻 | | | 时间 | 2017 年 1 月 9 日 | | | 地点 | 江山化工接待室 | | | 上市公司接待人 | 董星明 邹宏 白丽 | | | 员姓名 | | | | 投资者关系活动 | 一、签署承诺书 | | | 主要内容介绍 | 二、 2016 | 年上市公司整体运 ...

证券代码：002061 证券简称：江山化工 浙江江山化工股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | |-----------------------|-------------------------|----------------------------------------------| | | | | | 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 李辉 | | | 人员姓名 | 富国基金 燕云 | | | | 国联安基金 周南 | | | | 华夏基金 张木 | | | 时间 | 2017 年 6 月 28 | 日 | | 地点 | 浙铁浙铁大风会议室 | | | | | | | 上市公司接待人 员姓名 | 陆爱林 盛刚亮 | | | 投资者关系活动 | 一、签署承诺书 | | | 主要内容介绍 | | 二、浙铁大风今年经营情况如何 ? ...

证券代码：002061 证券简称：浙江交科 编号： 浙江交通科技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） | | | | 安信证券 闫兆虎、姬静远；天风证券 李辉；上海同安投资 万 | | | | 意；财通证券 何云；富国基金 孙彬；国金证券 吴珊珊；杭州 | | | | 翱翔投资 孙彪锋；杭州华弘国泰投资 郑伟、王家利；杭州金投 | | | | 钱运投资 龙卫东；杭州钱江新城金融投资 刘昊、王斯、朱佳 | | 参与单位名称及 | | 艳；华安基金 黄绵芝；华成集团 何潇；华融证券 王俊；华泰 | | 人员姓名 | | 资产 ...

Group 1: Company Overview - The company operates in two main sectors: infrastructure engineering and chemical business [3] - In infrastructure engineering, the company is actively seizing strategic opportunities from national policies such as the "Transportation Power Strategy" and the "Yangtze River Delta Integrated Transportation Development Plan" [3] - The company aims to establish three major design and construction platforms: "road and bridge, underground, and waterway" while strengthening traditional business and expanding into new areas like subways, railways, and ports [3] Group 2: Business Strategies - The company is focusing on regional and overseas strategic layouts to enhance its market presence [3] - It is committed to extending its business into upstream and downstream sectors of the engineering industry chain, promoting changes in construction production organization models, and accelerating the industrialization of construction [3] - In the chemical sector, the company is implementing cost reduction, efficiency improvement, promotional activities, technological upgrades, and refined management to stabilize operations amid macroeconomic and cyclical industry impacts [3] Group 3: Investor Relations Activity - The investor relations activity took place on May 19, 2020, at the Qianjiang Building in Hangzhou [2] - Participants included representatives from Shanghai Kaifan Investment Management Co., Ltd. and Zhejiang Zhengfang Asset Management Co., Ltd. [2] - The meeting was led by the company's board secretary and included discussions on business development and a tour of the new office location [3]

Group 1: Company Performance - The company achieved a net profit of 290 million yuan in Q3, a year-on-year increase of over 15 times, with earnings per share growing by more than 5 times, and expects an annual net profit between 425 million and 500 million yuan [3] - Since its production start in 2015, the company has improved its product acceptance, with the brand recognition rate rising to over 90% [3] - The company's PC products have been in full production and sales, leading to continuous price increases and gradually rising gross profits [3] Group 2: Market Conditions - The current PC market demand is tight, with prices continuously rising, resulting in good profitability for the industry [3] - Many companies in the industry are preparing to invest in PC projects, but production has certain technical barriers, and the time from construction to actual production can be lengthy [3] - The domestic supply of PC is expected to stabilize next year, maintaining a balance between supply and demand [3] Group 3: Regulatory Impact - The national policy to gradually ban the import of waste plastics is beneficial for the domestic industry's transformation [4] - The estimated annual import volume of waste PC plastics is several tens of thousands of tons, which will shift some demand to synthetic PC [4] Group 4: Future Plans - The company has idle land available for the second phase of PC project construction, which is economically viable but requires extensive preparation and coordination [4] - The company aims to become a new materials enterprise in transportation, with PC being one of the five major engineering plastics, widely used in various applications [4] Group 5: Mergers and Acquisitions - The company is in the process of a major asset restructuring, awaiting written approval from the securities regulatory commission to proceed with asset transfer and share issuance [5] - There are currently no stock incentive plans in place, but any future plans will be disclosed in accordance with regulations [5]

证券代码：002061 证券简称：江山化工 编号： 浙江江山化工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 | 方正证券 蔡尚军 | | | 人员姓名 | 申万宏源 深 衡 | | | | 太平洋化工 柳 强 | | | 时间 | 2017 年 11 月 29 | 日 | | 地点 | 公司接待室 | | | 上市公司接待人 员姓名 | 邹宏 盛刚亮 | | | 投资者关系活动 | 一、签署承诺书 | | | 主要内容介绍 | 二、公司情况介绍 | | | | 公司成立于上世纪 | 70 年代末，成立之初主要生产化 | | | 肥 ...