证券代码： 002171 证券简称：楚江新材 安徽楚江科技新材料股份有限公司投资者关系活动记录表 编号：2020-032 | --- | --- | --- | --- | |---------------------------|----------------------------------------------------------|----------------------------------------------------|--------------------| | | | | | | 投资者关系活 动类别 | □ □ □新闻发布会 □路演活动 □ 现场参观 ☑ 其他 （电话会议） | 特定对象调研 □分析师会议 媒体采访 £业绩说明会 | | | 参与单位名称 及人员姓名 | | 本次电话会议由海通证券组织，具体参加人员名单见附件 | | | 时间 | 2020 年 9 月 1 日 | | | | 地点 | 电话会议 | | | | 上市公司接待 | 公司董事、副总裁、董秘：王刚 公司财务总监：黎明亮 | | | | 人员姓名 | 公司财务部部长：李健 | | | | | | ...

证券代码: 002171 证券简称:楚江新材 编号:2017-04 | --- | --- | --- | |------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券简称:楚江新材 编号:2017-03 证券代码: 002171 安徽楚江科技新材料股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |---------------------|------------------------------------------------------------------------------------------------------|-----------------|--------------|---------------------------------|-------| | | | | | | | | | √特定对象调研 | | α 分析师会议 | | | | | □ 媒体采访 | | □ 业绩说明会 | | | | 投资者关系活动 类别 | o 新闻发布会 | | o 路演活动 | | | | | o 现场参观 | | | | | | | α 其他(请文字说明其他活动内容) | | | | | | 参与单位名称及 | 国海证券:李帅华 | | | 国金证券:宋小浪 万联证券:程文祥 ...

证券简称:楚江新材 证券代码: 002171 安徽楚江科技新材料股份有限公司 投资者关系活动记录表 编号:2017-01 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|--------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | √特定对象调研 | | | □ 分析师会议 | | | | | | | □ 媒体采访 | | | □ ...

证券简称:楚江新材 编号:2017-02 证券代码: 002171 安徽楚江科技新材料股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------|-------|-------| | | | | | | | | √特定对象调研 | □ 分析师会议 | | | | | = 媒体采访 | □ 业绩说明会 | | | | 投资者关系活动 类别 | □ 新闻发布会 α 现场参观 | □ 路演活动 | | | | | α 其他(请文字说明其他活动内容)_ | | | | | 参与单位名称及 人员姓名 | 西南证券:邬华宇 招商证券:黄昱颖 华商证券:王毅文 | | | | | 时 间 | ...

证券代码：002171 证券简称：楚江新材 安徽楚江科技新材料股份有限公司投资者关系活动记录表 编号：2020-008 | --- | --- | --- | |-----------------------------|-------------------------|------------------------------------------------------| | | | | | 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 （电话会议） | | | 参与单位名称及 | | 太平洋证券组织，具体参加人员名单见附件 | | 人员姓名 | | | | 时间 | 2020 年 3 月 10 | 日 17:00 | | 地点 | 电话 | | | 上市公司接待人 | | 楚江新材董事、副总裁、董秘：王刚 | | 员姓名 | | 顶立科技碳材料事业部总经理：胡祥龙 | | 投资者关系活动 主要内容介绍 | | 本次电话会议由楚江新材董事、副总裁、 ...

Group 1: Revenue and Product Overview - The revenue share of Tianbird's new products is primarily from prefabricated components, accounting for 90% of its product line, with the remaining 10% from carbon fiber cloth and prepreg materials [1] - The income from irregular prefabricated parts, mainly used in military applications, constitutes approximately 50% of the revenue [2] - Tianbird is the exclusive supplier of carbon brake disc prefabricated parts for military aircraft and has begun supplying for the C919 and ARJ21 models, with significant future revenue potential [2][5] Group 2: Growth and Capacity Expansion - The downstream growth rate for Tianbird's products is expected to maintain around 30%, with new capacity construction aimed at meeting increasing order demands [3] - Tianbird's production capacity is projected to increase from 200 million to 450 million, sufficient to meet rising demand [5] - The company anticipates stable growth in carbon brake disc demand due to the high replacement rate in military aircraft and the introduction of new commercial aircraft [5][6] Group 3: Market Trends and Future Outlook - The demand for carbon brake discs is expected to grow significantly in both military and civilian markets, with a long-term supply contract extending up to 20 years [5][6] - The trend towards using carbon brake discs in high-speed trains and heavy-duty trucks is anticipated to create substantial market opportunities [6] - The company is actively expanding its production capacity for civilian and ground transportation applications of carbon brake discs [6] Group 4: Financial Performance and Projections - After the acquisition, the profit of Dingli Technology increased from 30 million to over 65 million [3] - The current market share of copper processing is slightly above 10%, with expectations to reach 16% within three years through new projects [8] - The gross profit margin for copper processing is currently below 3%, with a target to exceed 5% through strategic competition and restructuring [8][9]

Company Overview - Chujiang New Materials was listed on the Shenzhen Stock Exchange in 2007 and has been actively promoting the industrialization of new materials while developing its core business [1] - The company has formed two main business segments: metal basic materials processing and high-end thermal equipment and new materials R&D [1] Financial Performance - In the first half of 2017, the company reported revenue of 4.9 billion yuan, a year-on-year increase of 35% [3] - Net profit for the same period was 172 million yuan, representing a year-on-year growth of 118% [3] - For the first three quarters of 2017, the estimated net profit for shareholders is expected to range between 220 million yuan and 260 million yuan, with a growth rate of 51.70% to 79.29% [3] Market Dynamics - The growth in the metal materials and new materials industries is driven by increasing production and sales scale [3] - Rising prices for copper-based and steel-based materials have expanded profit margins due to strong market demand [3] Subsidiary Information - Top Technology, a wholly-owned subsidiary of Chujiang New Materials, specializes in R&D and manufacturing of new materials and high-end thermal equipment, with a focus on defense projects [3] - The subsidiary holds various qualifications, including military confidentiality and quality system certifications [3] Competitive Advantages - The company boasts several competitive advantages, including: 1. Strong R&D team [3] 2. Integration of material and equipment processes [3] 3. Product advantages in terms of performance and quality [3] 4. Customer resource advantages and integrated marketing services [3] 5. Industry position and brand advantages [4] Future Acquisition Strategy - Future acquisitions will align with the company's strategic direction, focusing on advanced technology and complementary synergies, particularly in military and new materials sectors [4]

证券代码： 002171 证券简称：楚江新材 安徽楚江科技新材料股份有限公司 投资者关系活动记录表 编号：2020-020 | --- | --- | --- | --- | --- | |-------------------------|-----------------------------|---------|-----------------------------------------------------|-------------------------------------------------------------| | | | | | | | | | | | | | | √ | | 特定对象调研 □分析师会议 | | | 投资者关系活 | | | □媒体采访 □业绩说明会 | | | 动类别 | □ □现场参观 □ | | 新闻发布会 □路演活动 其他（请文字说明其他活动内容） | | | 参与单位名称 及人员姓名 | | | 朱红莲、王红芬、乐明留、韦芸 | | | 时间 | 2020 年 6 月 1 日 | | | | | 地点 | 楚江新材会议室 | | | | | 上 ...

证券代码：002171 证券简称：楚江新材 安徽楚江科技新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 （电话会议） | | | 参与单位名称及 | | 电话会议由兴业证券和国信证券组织，具体参加人员名单见 | | 人员姓名 | 附件 | | | 时间 | 2020 年 6 月 8 | 日、 2020 年 6 月 9 日 | | | | | | 地点 | 电话 | | | 上市公司接待人 员姓名 | | 楚江新材董事、副总裁、董秘：王刚 | | | 投资者交流内容概要 | : | | 投资者关系活动 | 1. | 公司铜加工业务在 ...