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 ...

证券代码：002061 证券简称：浙江交科 浙江交通科技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 | | 财通证券 罗彦明 帛仁资管 张金鑫 杨红志 诚鼎基金 刘腾 | | 人员姓名 | | 兴业证券 王磊 融淼资产 蒋鑫国 农银国际 姜可沁 中财招 | | | | 商 刘振国 国际资管 张怡浩 睿银金控 轩海波 安信证券 闫 | | | | 兆虎 国联证券 朱艳妮 首善财富 张顺虎 顺亿资产 边宪卿 | | | | 东海基金 吴信杰 九合建 龚超 万港投资 韩健伟 北信瑞丰 | | | | 崔婉钰 ...

证券代码：002061 证券简称：浙江交科 浙江交通科技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 | 招商证券 姚鑫 | | | 人员姓名 | | | | 时间 | 2018 年 5 月 7 | 日 下午 4:30 | | 地点 | 杭州滨江区江陵路 | 2031 号 24 楼接待室 | | 上市公司接待人 | 董事会秘书 邹宏 | | | 员姓名 | 证券事务代表 李瑞 | | | | 工作人员 徐倩 | | | 投资者关系活动 | 一、签署承诺书 | | | 主要内容介绍 | 二、 PC | 现状如何？ | | | 国内 ...

Group 1: Company Overview - Zhejiang Transportation Technology Co., Ltd. was established in the late 1970s, initially focusing on fertilizer production and later expanding into organic solvent production, including DMF and DMAC [3] - In 2010, the company invested in a phthalic anhydride and derivatives integration project in Ningbo, and in 2016, it acquired 100% equity of Zhejiang Jiaogong, entering the infrastructure engineering sector [3][4] - The company operates with dual main businesses: chemical and infrastructure engineering, aiming to optimize its organizational structure and enhance capital management [3][6] Group 2: Chemical Business Performance - The company maintains a leading position in the DMF and DMAC industries, with an annual capacity of 80,000 tons for phthalic anhydride, planning to expand by an additional 20,000 tons [4] - The domestic market for polycarbonate (PC) is experiencing high demand, with prices rising; the company has a production capacity of 100,000 tons per year for PC, which is the first large-scale domestic facility [4][5] - The product quality rate for PC exceeds 90%, and the company is focused on optimizing production processes to enhance product standards [4] Group 3: Infrastructure Engineering Business - Zhejiang Jiaogong is the only company in Zhejiang Province with a national highway engineering construction general contracting special grade qualification and a first-class qualification in highway design [5] - The company is actively expanding its market presence both domestically and internationally, having undertaken projects in over 20 provinces and several countries, including Congo, Ethiopia, Zambia, and Bolivia [5][6] - The company is leveraging national strategies such as the "Belt and Road" initiative to enhance its overseas market development, particularly in Africa and Southeast Asia [7] Group 4: Future Development Plans - The company plans to enhance its governance structure post-reorganization and integrate its chemical and infrastructure engineering sectors [6] - It aims to eliminate bottlenecks in the chemical sector and optimize production control while focusing on safety and environmental protection [6] - The strategic goal is to develop four operational areas: highways, underground projects, railways, and overseas markets, while ensuring risk prevention and stable development [7]

Group 1: Company Overview - Zhejiang Transportation Science and Technology Co., Ltd. has maintained stable production operations since the technical transformation in 2016, achieving full production and sales [2] - The company employs a non-phosgene process for polycarbonate (PC) production, which is considered the future development direction of the industry [3] Group 2: Product Performance - The product authenticity rate exceeds 90%, receiving positive feedback from customers [3] - The company anticipates a balanced global supply and demand for PC in 2018, despite increased competition due to new production facilities [3] Group 3: Market Outlook - Global PC demand is expected to grow by 320,000 to 360,000 tons per year by 2020, indicating a promising market outlook [3] - The company plans to expand its product range with modified PC products and customized offerings to meet customer needs and alleviate market competition for general materials [3] Group 4: Research and Development - The company is increasing R&D investment to develop diversified PC applications and new processes, enhancing competitiveness in high-end markets [4] - Ongoing feasibility studies for the second phase of the PC project aim to optimize land resource utilization and reduce costs [4] Group 5: Future Plans - The company is focused on producing high-value injection-grade products to expand its product portfolio and increase added value [4] - The production of Bisphenol A, a key raw material for PC, is not currently part of the company's product development plan, which remains centered on the PC project [3]