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 ...

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：2020-013 | --- | --- | --- | |-----------------------|-----------------------------------|------------------------------------------------------| | | | | | | ■ 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 | 长城证券股份有限公司 蔡紫豪 | | | 人员姓名 | | | | 时间 | 2020 年 08 月 27 | 日， 15:30--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. 原材料价格上涨会向下游传导吗？ | | | 主要内容介绍 | | 答：原材料价 ...

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：2020-015 | --- | --- | --- | |-----------------------|--------------------------|--------------------------------------------------------| | | | | | | ■ 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 | 招商基金 王若擎 | | | 人员姓名 | 复奕投资 张琪 | | | | 天风证券 崔宇 | | | 时间 | 2020 年 08 月 29 | 日， 9:30--10:00 | | 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. | 二季度原材料价格下降，毛利率提升，现在原材料价格又涨 ...

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：2020-016 | --- | --- | --- | |-----------------------|----------------------------------|------------------------------------------------------------| | | | | | | ■ 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 | 国盛证券 严大林 | | | 人员姓名 | 国盛证券 梁方仪 | | | 时间 | 2020 年 08 月 31 | 日， 15:30--16:30 | | 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. | 天津子公司、太仓子公司、越南子公司、深圳四 ...

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：2020-014 | --- | --- | --- | |----------------|--------------------------|---------------------------------| | | | | | | ■ 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） | | | 莫尼塔研究 马天一 | | | | 中庚基金 季国锋 | | | 参与单位名称及 | 华宝基金 贺喆 | | | 人员姓名 | 华商基金 梁勤之 | | | | 深圳鹏举投资 | 唐宵鹏 | | | 善 洞 投 资 瞿继承 | | | | 中天证券自营 王帅 | | | 时间 | 2020 年 08 月 28 | 日， 15:30--17:00 | | 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：2020-008 | --- | --- | --- | |-----------------------|---------------------|----------------------------------------------------------| | | | | | | ■ 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 | | 莫尼塔（上海）信息咨询有限公司 马天一 | | 人员姓名 | | 长信基金管理有限责任公司 张湘龙 | | | | | | 时间 | 2020 年 07 月 | 18 日，15:30--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. 请 | 简单介绍公司及近期业务发展的概况 ...

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：2020-011 | --- | --- | --- | |-----------------------|---------------------------------|--------------------------------------------------------| | | | | | | ■ 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） | | | 国泰君安证券股份有限公司 穆方舟 | | | 参与单位名称及 | 南方基金管理股份有限公司 孙鲁闽 | | | 人员姓名 | 南方基金管理股份有限公司 吴冉劼 | | | | 南方基金管理股份有限公司 龙一鸣 | | | 时间 | 2020 年 07 月 21 | 日， 16:40--17:30 | | 地点 | 公司会议室 | | | 上市公司接待人 ...