证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |--------------|------------------------|-----------------|------------------------------------------------|----------| | | | | 编号： | 2017-005 | | | ■ | | 特定对象调研 □分析师会议 | | | | □ | | 媒体采访 □业绩说明会 | | | 投资者关系 | □ | | 新闻发布会 □路演活动 | | | 活动类别 | □ | | 现场参观 □投资者接待日活动 | | | | □其他 | | | | | 参与单位名称 | 个人投资者王洪阳 | | | | | 及人员姓名 | | | | | | 时间 | 2017 年 12 月 | 日 | 4 | | | 地点 | 上海市浦东新区世纪大道 | 88 号金茂大厦 | | | | 上市公司接待 | 董事会秘书：许华青 | | | | | 人员姓名 | | | ...

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |--------------|-------------------------|------------------------------------|-------------------| | | | | 编号： 2019-006 | | | ■ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系 | □ 新闻发布会 □路演活动 | | | | 活动类别 | □ | 现场参观 □投资者接待日活动 | | | | □其他 | | | | 参与单位名称 | 西南证券黄景文、黄宇 | | | | 及人员姓名 | | | | | 时间 | 2019 年 9 月 16 | 日 | | | | | 浙江省台州市椒江区岩头工业区海虹路 | 71 号台州前进会 | | 地点 | 议室 | | | | 上市公司接待 | 董事会秘书：许华青 | | | | 人员姓名 | 证券事务代表：蒋如东 | | | | --- | --- ...

Group 1: Company Overview and Financial Performance - Zhejiang Haixiang Pharmaceutical Co., Ltd. reported that its subsidiary, Ouhua Chemical, contributed 8.88% to the company's total revenue in 2018 and 2.44% to the net profit [4] - The company is focusing on expanding its product line along the anthraquinone industrial chain, with a new project for 15,500 tons of reactive dyes expected to start production in September 2019 [4][6] Group 2: Market and Product Insights - The company does not use or produce aniline, a key intermediate for disperse dyes, and its dye products are primarily reactive dyes for natural fabrics [2] - The domestic dye industry is experiencing price increases due to supply constraints, with the company planning to adjust its pricing based on market changes and raw material costs [2][3] - The company is a major global producer of KN-R, with a complete industrial chain that allows for self-sufficiency in intermediates [3] Group 3: Safety and Environmental Measures - Following the March 21 safety incident, the company has conducted thorough safety inspections and has not experienced any damage to its facilities [4] - The company invests heavily in safety and environmental measures, including employee training and the implementation of automated and closed-loop systems to enhance safety [5][6] Group 4: Future Growth and Challenges - The company anticipates significant growth in its clindamycin series products, driven by demand from international high-end markets [5] - The company faces challenges in the current environmental and safety landscape, but it is committed to maintaining its core competencies in these areas for sustainable development [6]

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |--------------|--------------------------|----------------------------------------------------|--------------------------|--------------| | | | | 编号： | 2019-003 | | | | | | | | | ■ | 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 □投资者接待日活动 | | | | | □其他 | | | | | 参与单位名称 | | 财通证券资管邵沙锞、海富通基金张志强、申万宏源证券 | | | | 及人员姓名 | 沈衡、国华人寿陈琛煜 | | | | | 时间 | 2019 年 4 月 25 | 日 | | | | | | 浙江省台州市椒江区岩头工 ...

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 2019-005 | --- | --- | --- | --- | --- | |--------------|------------------------|-------------------------------------------------|--------|--------------| | | | | 编号： | | | | | | | | | | ■ | 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 □投资者接待日活动 | | | | | □其他 | | | | | 参与单位名称 | 2019 年 6 月 4 | 日：富国基金宋哲健 | | | | 及人员姓名 | 2019 年 6 月 5 | 日：财通证券赵新裕，湘财基金邢毅哲 | | | | 时间 | 2019 年 6 月 4 | 日、 2019 年 6 月 5 日 | | | | | | 浙江省 ...

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |--------------|-------------------------|------------------------------------------|---------------------| | | | | 编号： 2019-004 | | | ■ | 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 □投资者接待日活动 | | | | □其他 | | | | 参与单位名称 | 榕树投资王生瑞（ | 2019 年 5 月 14 日） | | | 及人员姓名 | | 太平洋资管周小波、初博洋（ 2019 年 5 | 月 15 日） | | 时间 | 2019 年 5 月 14 | 日、 2019 年 5 月 15 日 | | | | | 浙江省台州市椒江区外沙之路 100 | 号公司会议室（ 2019 | | | 年 5 ...

Group 1: Project Developments - The Taizhou Qianjin 15,500 tons dye project has commenced construction and will introduce multiple active dye varieties upon completion [2] - The new dye project extends the company's advantages in dye intermediates downstream, with new products having a complete industrial chain [2] Group 2: Market Trends - Recent price increases in the dye industry are attributed to factors such as reduced customer inventory, environmental regulations causing some manufacturers to halt production, and rising intermediate prices, ultimately reflecting changes in market supply and demand [2] Group 3: Company Operations - Ouhua Chemical's temporary shutdown was due to high hazardous waste storage, with ongoing efforts to manage waste and gradually resume production [2] - The pharmaceutical segment has seen limited revenue growth, but product structure optimization continues, enhancing profitability [2] - The Penam series has shifted from primarily selling intermediates to focusing on raw materials, with continuous improvement in gross margins [2] Group 4: Strategic Plans - The company is exploring acquisition opportunities in both the pharmaceutical and dye sectors, focusing on targets that align with its upstream and downstream industrial chain [3]

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |--------------|-------------------------|----------------------------------------------------|-------------------| | | | | 编号： 2018-001 | | | □ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系 | □ | 新闻发布会 □路演活动 | | | 活动类别 | □ | 现场参观 ■投资者接待日活动 | | | | □其他 | | | | 参与单位名称 | | 证券时报张昊煜、西南证券黄宁、申银万国期货杨哲、浙 | | | | | 银资本林莹、浙江恒歌投资蔡成、中泰证券李群卫、个人 | | | 及人员姓名 | 投资者吴浙生 | | | | 时间 | 2018 年 4 月 25 | 日 | | | 地点 | | 浙江省台州市椒江区岩头工业区海虹路 | 71 号台州前进会 | | | ...

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |--------------|-------------------------|-------------------------------------------------------------------------------------------------------|-------|-----------------| | | | | | 编号： 2018-004 | | | □ | 特定对象调研 □分析师会议 | | | | | □ | 媒体采访 □业绩说明会 | | | | 投资者关系 | □ | 新闻发布会 □路演活动 | | | | 活动类别 | □ | 现场参观 ■投资者接待日活动 | | | | | | | | | | | □其他 | | | | | 参与单位名称 | | 宽华投资李翰文、兴业资管刘刚、春风集团王宇辰、浙江 亿方博闫亚洲、浙江恒歌投资蔡成、证券时报张昊昱、杭 | | | | 及人员姓名 | | 商资产许俊杰 ...

证券代码：002099 证券简称：海翔药业 浙江海翔药业股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |--------------|-------------------------------------|----------------------------------------------------|-------------------| | | | | 编号： 2018-003 | | | ■ | 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 □投资者接待日活动 | | | | □其他 | | | | 参与单位名称 | | 国海证券代鹏举、东北证券傅用增、国泰基金曾彪、于翼 | | | | | | | | 及人员姓名 | | 资产张熙、财通资管邵沙镙、财通证券赵新裕 | | | 时间 | 2018 年 9 月 7 | 日 | | | 地点 | | 浙江省台州市椒江区岩头工业区海虹路 | 71 号台州前进会 | | | 议 ...