证券代码： 002149 证券简称：西部材料 西部金属材料股份有限公司投资者关系活动记录表 编号：2016-002 | --- | --- | --- | |-----------------------|------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 中信建投证券公司 陈炳辉 | | | 人员姓名 | | | | 时间 | 2016 年 6 月 13 | 日 | | 地点 上市公司接待人 | 西部材料公司会议室 ...

证券代码： 002149 证券简称：西部材料 西部金属材料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 （请文字说明其他活动内容） | | 参与单位名称及 | | 上海申银万国证券研究所有限公司 彭瑛 | | 人员姓名 | | | | 时间 | 201 ...

Group 1: Company Overview - The company specializes in precious metal products, including silver alloy rods primarily used in the nuclear power sector and stainless steel fiber felt for petrochemical, filtration, and gas dust removal applications [1] - The integration of Western Titanium into the listed company aims to create a complete titanium industry chain [1] Group 2: Market Potential - The company is developing materials for military aircraft, with small batch samples provided for fourth-generation models and large transport aircraft, dependent on the production scale of these aircraft [2] - The marine engineering sector shows significant growth potential, with previously low domestic usage expected to increase [2] - The company focuses on developing mid-to-high-end titanium alloys for environmental applications in traditional industries [2] Group 3: Titanium Material Applications - The long-term outlook for high-end titanium materials in aerospace is very promising, with a critical window for demand growth anticipated during 2017-2018 due to the testing of domestic large aircraft and military aircraft upgrades [2] - Approximately 10% of the weight of a civil aircraft is comprised of titanium materials, while the proportion for new-generation military aircraft exceeds 20% [2]

证券代码： 002149 证券简称：西部材料 西部金属材料股份有限公司投资者关系活动记录表 编号：2016-004 | --- | --- | --- | |----------------|----------------------------|------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 川财证券 王磊 | | | 人员姓名 | | | | 时间 | 2016 年 9 月 13 | 日 | | 地点 | 西部材料公司会议室 | | | 上市公司接待人 | 董事会秘书 顾亮 | | | 员姓名 | 证券事务代表 潘海宏 | | | | 座谈主要内容： | | | 投资者关系活动 | 1 、公司今年整体情况如何？ | | | 主要内容介绍 | | 答复：公司加速向军工、 ...

Group 1: Company Overview - The company, Western Materials, has a history linked to the Northwest Nonferrous Metal Research Institute [1][3] - Current production and operational status were discussed, highlighting the company's product range and market applications [3] Group 2: Investor Engagement - A site visit to the company's exhibition room and subsidiaries was conducted on November 14, 2016 [2][3] - A roundtable meeting was held in the afternoon, where the Secretary of the Board provided an overview of the company [3] Group 3: Key Investor Questions - Investors inquired about methods to reduce costs and improve production efficiency, with the company mentioning the introduction of advanced foreign technologies [3] - Questions were raised regarding the application of titanium and titanium alloys in consumer electronics, indicating the company's interest in this market [3] - The company was asked about future performance improvement strategies, focusing on cost control, market expansion, and quality enhancement [3] Group 4: Future Plans and Innovations - The company is considering the recycling of titanium to lower costs, which has been a focus for the past 2-3 years [3] - There are no current plans for futures and options trading [3] - The company aims to prioritize high-end military products while also catering to civilian products [3]

证券代码： 002149 证券简称：西部材料 西部金属材料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 （请文字说明其他活动内容） | | 参与单位名称及 | 国信证券 李君海 | | | 人员姓名 | 东兴证券 王加煨 | | | | | | | 时间 | 2016 年 9 月 26 | | | 地点 | 西部材料公司会议室 | | | 上市公司接待人 员姓名 | 董事会秘书 顾亮 | | | | 一、参观： | | | | 1 | 、本次调研主要参观了控股子公司西诺公司展室及厂房， | | 投资者关系活动 | 参观了控股子公司菲尔特公司 ...

证券代码： 002149 证券简称：西部材料 编号：2016-007 西部金属材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------|-------------------------------|------------------------------------------------------------------| | | | | | 投资者关系 | √ 特定对象调研 □分析师会议 | | | 活动类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | √现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | 胡金 | 华创证券 | | 参与单位名 | 华强强 | 华创证券 | | | 李鑫 | 兴业基金 | | 称及人员姓 | 王顺一 | 涌鑫资产 | | 名 | 李姝醒 | 海通证券 | | | 陈凌 | 深圳海富凌资本 | | | 吴昊天 | 深圳前海领汇基金 | | | 陈升元 | 个人 | | | 蒋辉 | 个人 | | | | | | 时间 | 2016 年 12 月 ...

证券代码： 002149 证券简称：西部材料 西部金属材料股份有限公司投资者关系活动记录表 编号：2017-001 | --- | --- | --- | |------------|--------------------------------------|------------------------------------------------------------------| | | | | | 投资者关系 | √ 特定对象调研 □分析师会议 | | | 活动类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | √现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | 李良 | 银河证券 | | 参与单位名 | 王菡 | 东方证券 | | 称及人员姓 | 李建伟 | 民生证券 | | | 董季周 | 泰信基金 | | 名 | 朱荣华 | 渤海汇金证券 | | | | | | | | | | 时间 | 2017 年 2 月 22 | | | | | | | | | | | 地点 | 西部材料公司会议室 | | | 上市公司接 | ...

Group 1: Company Overview - The company, Western Metal Materials Co., Ltd., has a history of structural adjustments and strategic transformation, particularly in its subsidiary Western Titanium [1] - The company operates seven holding subsidiaries with diverse industrial structures, products, and market situations [1] Group 2: Market Performance - The titanium material market in 2017 showed significant improvement compared to the previous year, particularly in civilian zirconium materials [2] - The company has established strategic alliances with upstream and downstream enterprises, significantly shortening supply periods [2] Group 3: Product Supply and Sales - The company currently supplies nuclear control rods to nuclear power plants and has begun providing stainless steel casing pipes [2] - The company’s subsidiary, Western Titanium, supplies TC4 titanium plates with thicknesses of 40mm and 70mm for various applications, including military aircraft [2] Group 4: Financial Performance - The estimated net profit for the year 2017 is projected to be between 45 million and 55 million yuan [2]

证券代码： 002149 证券简称：西部材料 西部金属材料股份有限公司投资者关系活动记录表 编号：2017-002 | --- | --- | --- | |------------|-------------------------------|-----------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | √ 特定对象调研 □分析师会议 | | | 活动类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | √现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | 王维 | 华泰证券 | | 参与单位名 | 江翰博 | 华泰证券 | | 称及人员姓 | 揭睿君 | 国金证券 | | | 刘颖 | 永丰金控 | | 名 | 李蕾 | 申万宏源证券 | | 时间 | 2017 年 11 月 8 | | | | | | | 地 ...