证券代码：002105 证券简称：信隆健康 深圳信隆健康产业发展股份有限公司 投资者关系活动记录表 编号：2016-022 | --- | --- | --- | |-----------------------|------------------------------------|----------------------------| | | | | | | ■ 特定对象调研 | 分析师会议 | | 投资者关系活动 | □ 媒体采访 | 业绩说明会 | | 类别 | □ 新闻发布会 | 路演活动 | | | □ 现场参观 | | | | □ 其它 | （请文字说明其它活动内容） | | | 中银国际证券有限责任公司 杨志威 | | | | 中银国际证券有限责任公司 赵综艺 | | | 参与单位名称及 | 深圳永利投资基金管理有限公司 张 尧 | | | 人员姓名 | 博时基金管理有限公司 高翼凡 | | | | 深圳前海仟亿资本管理有限公司 邓 林 | | | 时间 | 2016 年 12 月 23 日， | 15:00--16:30 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 ...

证券代码：002105 证券简称：信隆健康 深圳信隆健康产业发展股份有限公司 投资者关系活动记录表 编号：2016-020 | --- | --- | --- | |-----------------------|-------------------------------|--------------------------------------------------------| | | | | | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其它 | （请文字说明其它活动内容） | | 参与单位名称及 | 中欧基金管理有限公司 姜 祎 | | | 人员姓名 | | | | | | | | 时间 | 2016 年 11 月 10 | 日， 10:30--11:30 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈丽秋 | | | 投资者关系活动 | 1. 简单介绍主营业务公司概况？ | | | 主要内容介绍 | | 答： ...

证券代码：002105 证券简称：信隆健康 深圳信隆健康产业发展股份有限公司 投资者关系活动记录表 编号：2016-016 | --- | --- | --- | |-----------------------|--------------------------------|--------------------------------------------------------| | | | | | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其它 | （请文字说明其它活动内容） | | 参与单位名称及 | 广州广证恒生证券研究所有限公司 | 陈语匆 | | 人员姓名 | | | | 时间 | 2016 年 10 月 26 | 日， 10:00--11:00 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈丽秋 | | | 投资者关系活动 | 1. 简单介绍主营业务公司概况？ | | | 主要内容介绍 | | 答：公司 ...

Group 1: Company Overview - The company operates three main businesses: bicycle parts, fitness equipment, and rehabilitation equipment. The bicycle parts sales saw a significant increase in Q2 due to the pandemic, with governments in countries like the UK, Spain, and Italy encouraging cycling as a mode of transport [1]. - The company has started accepting orders for October, with a typical lead time of 30-45 days in the bicycle industry [2]. Group 2: Market Conditions - There is a high demand for bicycles in Europe and the US, leading to low inventory levels and urgent restocking needs [2]. - The design of bicycles is updated annually in foreign markets, catering to various uses such as downhill, mountain, and road racing bikes, which require high design and manufacturing standards [2]. Group 3: Revenue Insights - The revenue from electric scooters in 2019 was approximately 400 million RMB [2]. - The company primarily focuses on exports, with a higher revenue share from international markets compared to domestic sales [4]. Group 4: Competitive Landscape - There are over 100 domestic competitors in the electric scooter market, but the company maintains a competitive edge through a strong R&D team, global marketing network, and advanced management capabilities [3]. - The company holds a leading position in the global market for bicycle parts production and sales [3]. Group 5: Cost Management - The company has implemented several cost control measures, including investing in automation to reduce labor costs, enhancing inventory management, and optimizing R&D processes to lower expenses [4]. - The second quarter revenue showed growth both year-on-year and quarter-on-quarter [4].

证券代码：002105 证券简称：信隆健康 深圳信隆健康产业发展股份有限公司 投资者关系活动记录表 编号：2017-001 | --- | --- | --- | |-----------------------|-------------------------------|--------------------------------------------------------| | | | | | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其它 | （请文字说明其它活动内容） | | 参与单位名称及 | 安信证券股份有限公司 李磊 | | | 人员姓名 | | | | | | | | 时间 | 2017 年 1 月 13 | 日， 15:00--16:00 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈丽秋 | | | 投资者关系活动 | 1. 简单介绍主营业务公司概况？ | | | 主要内容介绍 | | 答：公司 ...

证券代码：002105 证券简称：信隆健康 深圳信隆健康产业发展股份有限公司 投资者关系活动记录表 编号：2020-004 | --- | --- | --- | |-----------------------|-----------------------------|-------------------------------------------------------| | | | | | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其它 （请文字说明其它活动内容） | | 参与单位名称及 | 中信证券股份有限公司 李子俊 | | | 人员姓名 | | | | 时间 | 2020 年 06 月 08 | 日， 15:00--17:00 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈丽秋 | | | 投资者关系活动 | 1. | 受疫情影响，是否存在积压的货物？ | | 主要内容介绍 | | 答：受疫情影响，二季 ...

Group 1: Sales and Orders - The company experienced a shift in sales distribution, with international sales now accounting for 60% and domestic sales 40%, compared to the previous 85% and 15% respectively [2] - The expected profit for the second quarter is around 50 million [3] - The company anticipates continued growth in orders for July and August, with September orders not yet fully booked [2] Group 2: Product Pricing and Market Trends - The average price for different bicycle models is approximately $2,000 [2] - The demand for rehabilitation equipment is expected to rise due to the aging population, indicating a clear upward trend [6] - The company maintains stable pricing through long-term cooperation with clients, absorbing fluctuations in raw material costs within a certain range [6] Group 3: Strategic Developments - The company aims to strengthen its rehabilitation equipment business, which currently contributes to 50% of total revenue [6] - The company has completed a share repurchase plan, acquiring a total of 4,001,100 shares for 19,886,294.00 yuan [7] - The company is exploring new customer acquisitions for electric scooters, with a significant client currently accounting for over 60% of sales [4]

Group 1: Company Overview and Partnerships - Shenzhen Xinlong Health Industry Development Co., Ltd. collaborates with companies such as Mobike, ofo, Xiaoming, and Xiaolan, providing components like handlebars, seat tubes, and front forks [2] - The company also supplies components to Foxconn under the arrangement with Mobike [3] Group 2: Market Trends and Financial Performance - The growth of shared bicycles has shown a significant slowdown, indicating a saturation in some cities, which may impact related businesses [2] - In August, Tianjin Xinlong is expected to break even, while Taicang Xinlong has already achieved profitability in the first half of the year [3] Group 3: Production and Environmental Concerns - Current production capacity, output, and order volume are well-matched, indicating no immediate capacity constraints [4] - Main pollution sources from bicycle production include chemicals used in painting and surface treatment, as well as water management [4] Group 4: Future Developments and Challenges - The construction of the Longhua office building has not yet begun due to ongoing negotiations and government approvals, with an estimated completion time of three and a half years [4] - Rising raw material prices have had a negative impact, with price adjustments to customers experiencing a time lag [4] - The Rem Park has not met the company's initial profitability targets and has ceased operations as of May this year due to slow customer accumulation [4] Group 5: Product Development Focus - The company plans to invest more in the development and production of winter sports equipment, while maintaining a stable business in rehabilitation equipment [5] - Future efforts will focus on establishing a self-owned brand (OBM) system in the rehabilitation equipment sector, alongside OEM and ODM production [5]

Group 1: Business Development and Performance - The company has seen significant growth in the shared electric scooter business, with notable performance increases in the first half and third quarter of 2019 due to the rising popularity of eco-friendly transportation options [2] - The company began shipping scooter frames in April 2019, with continuous shipments to new customers until the end of 2019 [2] - The company holds approximately 80% market share in the electric scooter product segment among its clients [3] Group 2: Production Capacity and Orders - The company can expand its production capacity to over 700,000 units annually, contingent on the stability of customer orders [4] - Customers typically place orders about two months in advance, with order volumes fluctuating based on demand [3] - The company is optimistic about significant growth in the shared electric scooter market in 2020 [3] Group 3: Market Trends and Competitors - The popularity of electric scooters is bolstered by government support and a growing trend towards short-distance green transportation in Europe and the US [2] - Competitors in the shared scooter market, such as Lime, are nearing profitability [2] - The company does not have business ties with Baifang Motor, despite its strong financial performance [3] Group 4: Strategic Initiatives and Future Outlook - The company has approved a share buyback plan to enhance long-term development and employee motivation [4] - The bicycle parts business is expected to see slight growth in 2020, while demand for rehabilitation equipment is anticipated to rise due to an aging population [4] - The company is actively seeking acquisition opportunities in the rehabilitation equipment sector as the industry matures [5] Group 5: Financial Reporting and Forecasts - The company plans to disclose its 2019 annual performance report by January 31, 2020, and the annual report by April 15, 2020 [5] - Orders for 2020 are expected to continue, with ongoing product optimizations affecting future specifications [5]

证券代码：002105 证券简称：信隆健康 深圳信隆健康产业发展股份有限公司 投资者关系活动记录表 编号：2020-010 | --- | --- | --- | |-----------------------|---------------------------|------------------------------------------------------| | | | | | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其它 （请文字说明其它活动内容） | | 参与单位名称及 | 鹏华基金管理有限公司 李锐 | | | 人员姓名 | 鹏华基金管理有限公司 胡博 | | | 时间 | 2020 年 07 月 | 21 日，14:30--16:20 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈丽秋 | | | 投资者关系活动 | 1. | 公司所涉及的领域是否有好的发展机会可以去把握？ | | 主要内容介 ...