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 编号：2014-004 | --- | --- | --- | |-----------------------|-------------------------|--------------------------------------------------------| | | | | | 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 | | 中信证券：陈俊斌、郑桦泽；国富基金：程锦 | | 人员姓名 | | | | 时间 | 2014 年 9 月 10 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈庆河 | | | 投资者关系活动 | 主要议题： | | | 主要内容介绍 | 公司经营及产品情况 | | | | 会议记录： | | | | 1 | 、公司下属四个事业部主要生产什么产品？ | | | | 答：公司 ...

Group 1: Company Overview - The company is currently experiencing stable production and operational conditions, with performance steadily improving. The annual operational indicators are progressing as expected [1] - The traditional commercial vehicle product segment is expected to continue stable growth this year [3] - The company plans to enhance existing products, focusing on exhaust after-treatment products, passenger vehicle segments, and traditional heat exchange products [3] Group 2: Sales and Growth Projections - Sales of exhaust after-treatment products are projected to increase by over 100% year-on-year in the first half of the year, with significant growth expected in the second half [3] - The passenger vehicle segment is anticipated to see substantial growth in production and sales compared to last year [3] - The company is developing a new EGR (Exhaust Gas Recirculation) system to increase added value and improve gross margin levels [3] Group 3: New Product Development - The company is currently developing and testing a new product, the water-air cooler, for the passenger vehicle segment, which is expected to enter mass production next year [4] - The company has received recognition from major clients such as Daimler and MTU, and is establishing dedicated production lines for these customers [4] Group 4: Future Plans - The company is seeking suitable acquisition targets to enhance existing product performance and is considering appropriate transformations in line with national industrial policies [4]

编号：2015-004 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 | | 长江证券：黄细里；高毅资产：郑劼 | | 人员姓名 | | | | 时间 | 2015 年 7 月 23 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 陈庆河 | | | 投资者关系活动 | 主要议题： | | | 主要内容介绍 | 公司经营发展及产品情况 | | | | 一、互动记录： | | | | 1 | 、今年商用车行业整体形势较差，下滑幅度较大，而公 | | | | 司 ...

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 编号：2015-002 | --- | --- | --- | |-----------------------|-------------------------|---------------------------------------------------------------------------------------------------------------| | | | | | 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 | | 中信证券：陈俊斌；光大证券：刘洋；东方证券：刘晶晶； | | 人员姓名 | | 南方基金：陈键；银河基金：石磊；长江养老保险：王泽 | | | | 瑜；润辉投资：马湛；江苏省高科技产业投资有限公司：袁 洁；个人投资者：张建春、陆峰、孙忠飞、徐义杰、叶霞、刘庭 | | | | | ...

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 ...