证券代码：002126 证券简称：银轮股份 编号：2014-006 浙江银轮机械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 | | 参与单位名称及 | | 中金公司：奉炜、李正伟；广发基金：廖一专；广发证券：游 | | 人员姓名 | | 文峰；广发资管：孙隽勃；大成基金：刘旭；中信建投基 | | | | 金：韦蕾；兴业全球基金：李龙俊；中海基金：陈星；融通 | | | 资（香港）：吴振宇； | 基金：王迪；九泰基金：刘开运；挚信资本：唐杰；西京投 Primero I ...

Group 1: Company Growth and Product Performance - The commercial vehicle segment is expected to achieve continuous growth in 2015, with traditional products showing good annual growth [1] - The passenger vehicle segment is projected to have significant growth in 2015, driven by the expansion of the aluminum oil cooler market and increased sales of the machine filter module [2] - EGR and SCR products have seen substantial year-on-year and month-on-month growth, with EGR products currently operating at full capacity [2] Group 2: Product Development and Market Expansion - The company is developing new energy products, specifically heat exchange products for new energy batteries, supported by a dedicated R&D team [3] - The export ratio of the company's products is significant, with major international clients including Caterpillar, Ford, Cummins, Fiat, Volvo, and John Deere [2]

编号：2016-002 证券代码：002126 证券简称：银轮股份 浙江银轮机械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 | | 参与单位名称及 | 西南证券：陈怀逸、张荫先 | | | 人员姓名 | | | | 时间 | 2016 年 6 月 14 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董秘陶岳铮、董事会办公室主任陈敏、证券事务代表胡伟杰 | | 投资者关系活动 | 问题 1、请介绍下公司 | 2015 年主要经营发展情况？ | | 主要内容介绍 | 答： 2015 | 年，公司通过 ...

编号：2016-001 证券代码：002126 证券简称：银轮股份 浙江银轮机械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（投资者接待日活动） | | 参与单位名称及 | | 中金公司：奉玮；中银国际：彭勇、朱朋；平安证券：曹群 | | 人员姓名 | | 海；国金证券：崔琰；华泰证券：祝嘉麟；方正证券：白 | | | | 宇；长江证券：陈琪；浙商财富：杨雪冰；新华基金：曾啸 | | | | 天；逸帆资本：庞晓斌；常州投资：李元杰；清朗投资：赵 | | | | 一波；坤益投资：蒲实；浙商证券：徐宏飞；吉渊投资：王 | | | | 富强；广汽资本：刘祥能、朱勇、胡阳裔、伦 ...

Group 1: Company Products and Performance - The company's main products include heat exchange products for passenger cars, new energy vehicles, commercial vehicles, and engineering machinery, such as thermal management systems for new energy vehicles, stainless steel and aluminum coolers, cooling modules, and automotive air conditioning systems [2][3] - In the first half of the year, the company maintained stable performance, with significant contributions from the passenger car and exhaust after-treatment segments [3] Group 2: Fundraising and Investment Projects - The company is conducting a private placement for projects including new energy vehicle thermal management, passenger car EGR projects, and DPF localization, aimed at meeting future market demands and enhancing competitiveness [3] - The company has invested a total of 100 million yuan through two industry funds in the quantum communication sector, targeting companies like Keda Guodun and Shenzhou Quantum [3][4] - In the smart manufacturing sector, the company has invested 30 million yuan in a partnership with Lita Technology to enhance manufacturing capabilities [3][4]

编号：2016-004 证券代码：002126 证券简称：银轮股份 浙江银轮机械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 | | 参与单位名称及 | | 中金公司奉炜、南土资产何亚东、银河证券杨爱林、台湾国泰 | | 人员姓名 | 投资张匡勋 | | | 时间 | 2016 年 11 月 1 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董秘陈敏、证券事务代表胡伟杰、财务部长贾伟耀 | | 投资者关系活动 | 公司分别于 | 2016 年 11 月 1 日上午 10 时 30 分和下午 | | 主要内容介绍 | 1 ...

编号：2016-005 证券代码：002126 证券简称：银轮股份 浙江银轮机械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 | | 参与单位名称及 | | 物产资本：颜亮、郑秀峰；深圳创新投资：袁博、栾小明、徐 | | 人员姓名 | 雄晖；四川鑫巢资本：沈辉 | | | 时间 | 2016 年 11 月 16 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书陈敏、证券事务代表胡伟杰 | | 投资者关系活动 | 2016 年 11 月 | 16 日公司接受了上述投资者的实地调研活 | | 主要内容介绍 | | 动 ...

编号：2016-007 证券代码：002126 证券简称：银轮股份 浙江银轮机械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 | | 参与单位名称及 | | 兴业证券：翟伟；光大证券：梁美美 | | 人员姓名 | | | | 时间 | 2016 年 12 月 14 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书陈敏、证券事务代表胡伟杰 | | 投资者关系活动 | 2016 年 12 | 月 14 日，公司接待了上述投资者的现场调 | | 主要内容介绍 | | 研，公司董秘陈敏先生向上述投资者介绍了公司历史沿革、生 ...

Group 1: Company Performance and Market Outlook - The company achieved good growth in the first three quarters of 2016, with expectations for strong performance in Q4, driven by the commercial vehicle market, especially heavy trucks and engineering machinery [2][3] - The company has increased support for the passenger vehicle segment, leading to rapid growth in this area, which is expected to contribute significantly to overall performance [3] - The commercial vehicle and engineering machinery market trends are anticipated to continue into the next year, supporting stable growth in related product lines [3] Group 2: Joint Ventures and New Products - The company signed a joint venture contract with Pierburg on December 1, 2016, to establish a subsidiary in Shanghai for the production of gasoline EGR systems, leveraging both parties' technological and market advantages [3][4] - The gasoline EGR system is expected to begin production in early 2017, with major clients including Liuji, Jiangling, GAC, and Changan [4] Group 3: Regulatory Impact and Market Opportunities - The implementation of the National V emission standards is expected to begin in 2017, which will likely increase the demand for exhaust emission control products [4][5] - The National VI emission standards are projected to be fully implemented by 2020, leading to a significant expansion in the market for exhaust emission control products, with the company preparing through acquisitions and joint ventures to meet these standards [4][5] Group 4: Production Capacity and Market Share - The company currently has an annual production capacity exceeding 10 million units for heat exchangers and exhaust emission control products [5] - The market share for stainless steel plate heat exchangers and diesel engine EGR products has surpassed 40% [5]

编号：2016-006 证券代码：002126 证券简称：银轮股份 浙江银轮机械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 | | 参与单位名称及 | | 国海证券：周绍倩；西南证券：罗佳华、陈继业、黄宇 | | 人员姓名 | | | | 时间 | 2016 年 12 月 6 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书陈敏、证券事务代表胡伟杰 | | 投资者关系活动 | 2016 年 12 月 | 6 日，国海证券周绍倩、西南证券罗佳华、 | | 主要内容介绍 | | 陈继业、黄宇至公司进行实地调 ...