证券代码：002130 证券简称：沃尔核材 深圳市沃尔核材股份有限公司 投资者关系活动记录表 编号：2014-013 | --- | --- | --- | |-----------------------|-------------------------|--------------------------------------------------------| | | ■ | 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 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 交银施罗德基金管理有限公司 刘鹏 | | 人员姓名 | | | | 时间 | 2014 年 8 月 14 | 日 | | | | | | 地点 | 公司内 | | | 上市公司接待人 员姓名 | | 董事长周和平、董事会秘书王占君 | | 投资者关系活动 | 1 | 、公司的发展前景如何？ | | 主要内容介绍 | | 答：公司属于新材料行业，该行业发展前景非常巨大， | | ...

证券代码：002130 证券简称：沃尔核材 深圳市沃尔核材股份有限公司 投资者关系活动记录表 编号：2015-003 | --- | --- | --- | |-----------------------|-------------------------|----------------------------------------------| | | | | | | ■ | 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 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 个人投资者 高景周 | | | 人员姓名 | | | | 时间 | 2015 年 7 月 20 | 日 上午 9： 00-10：00 | | 地点 | | 深圳市坪山新区兰景北路沃尔工业园办公楼会议室 | | 上市公司接待人 员姓名 | | 董事会秘书王占君，证券事务代表邱微 | | 投资者关系活动 | | 1、如何看待公司近期的股价表现？ | | --- | --- | |----- ...

Group 1: Company Overview - Shenzhen Walden Materials Co., Ltd. is actively involved in the new energy vehicle sector, focusing on radiation cross-linked wires, which are experiencing rapid growth despite currently low sales proportion [2]. - The company has significant competitive advantages in nuclear technology modified materials, including advanced R&D capabilities and strict environmental standards [2]. Group 2: Financial Needs and Funding - The company is expanding its business scale, leading to increased funding requirements, particularly for wind farm projects that necessitate substantial investment [2][3]. - A non-public stock issuance has been applied for to finance the construction of wind farms, with the project progressing as planned [3]. Group 3: Investment Strategies - The company is optimistic about its investment in JuDian Technology, which focuses on providing convenient charging services for electric vehicle owners, despite the initial high investment and long payback period [4]. - Future investments will concentrate on new materials and renewable energy, with specific plans to be disclosed as required [4]. Group 4: Performance and Dividends - The company's performance in 2015 was significantly influenced by investment income, and dividend distribution will be based on various factors in accordance with the company's articles of association [4].

证券代码：002130 证券简称：沃尔核材 深圳市沃尔核材股份有限公司 投资者关系活动记录表 编号：2015-001 | --- | --- | --- | |----------------|-------------------------|-----------------------------------------------------------| | | □ | 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 | | | | ■ | 其他 （深交所"境外投资者·走进上市公司"活动） | | | | KIMC、MU Investment Management、YGD Asset | | | Management、Hamon | 、 Allianz 、BNP、 GSAM、Meritz | | 参与单位名称及 | AM、Samsung AM | 、 Hanwah AM、Trivest Advisors | | | | Ltd、Manulife、Primero、Harvest、APS、F ...

证券代码：002130 证券简称：沃尔核材 深圳市沃尔核材股份有限公司 投资者关系活动记录表 编号：2015-004 | --- | --- | --- | |-----------------------|--------------------------|-------------------------------------------------------| | | | | | | ■ | 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 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 申万宏源 彭瑛、孟祥文；海通证券 戴元灿；国海证券 李恩 | | 人员姓名 | | 国、傅鸿浩；鑫隆创投 代明杰；玖歌资本 张晓静 | | | | | | 时间 | 2015 年 11 月 25 | 日 下午 2:00-4:00 | | 地点 | | 深圳市坪山新区兰景北路沃尔工业园办公楼会议室 | | 上市公司接待人 员姓名 | | 董事长周和平，董事会秘书王 ...

Group 1: Company Development Strategy - The company emphasizes the development of new materials and products driven by customer demand, actively promoting new energy projects in wind power [2] - Automation in production is being implemented to reduce labor costs, with a focus on new materials and new energy as the main development lines [2] Group 2: Market Position and Competition - The company views its investment in Changyuan Group as a long-term investment, with short-term stock price fluctuations having minimal impact [2] - The company is the largest shareholder of Changyuan Group but not the controlling shareholder, thus not required to resolve competition issues immediately [3] Group 3: Management Incentives - The company has implemented a stock incentive plan for senior management and key technical personnel to enhance motivation and operational efficiency [3] - A performance evaluation system links compensation to work performance, promoting accountability among management [3] Group 4: Industry Regulations and Product Standards - Currently, there are no mandatory standards for wire selection in the country, but new standards are being promoted to increase the lifespan of wires to 70 years [4] - The company's products, such as Fusheng wires, are approximately 10% more expensive than traditional PVC wires but offer significant improvements in lifespan and safety [4] Group 5: Product Development and Market Trends - The company’s ceramic silicone rubber can withstand temperatures up to 600 degrees Celsius and transform into ceramic, with applications in fire-resistant cables and transportation [4] - The price of heat shrink products has increased, but this has not significantly affected the company's market share [4] Group 6: Sales Channels - The company is enhancing its online and offline sales platforms, although challenges remain in online sales for industrial products, leading to a primary focus on offline sales [5]

证券代码：002130 证券简称：沃尔核材 深圳市沃尔核材股份有限公司 投资者关系活动记录表 编号：2016-004 | --- | --- | --- | |----------------|--------------------------------|----------------------------------------------| | | | | | | ■ | 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 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 鹏华基金 马猛，宝盈基金 陈金伟 | | | 人员姓名 | | | | 时间 | 2016 年 6 月 17 | 日 下午 3:00-4:00 | | 地点 | | 深圳市坪山新区兰景北路沃尔工业园办公楼会议室 | | 上市公司接待人 | | | | 员姓名 | | 董事会秘书王占君，证券事务代表邱微 | | 投资者关系活动 | 一、参观公司展厅。 | | | --- | --- | ...