证券代码：002171 证券简称：楚江新材 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） 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：2020-025 | --- | --- | --- | |---------------------------|------------------------------------|--------------------------------------------------------------| | 参与单位名称及 \n人员姓名 | | 电话会议由华创证券组织，具体参加人员名单见附件 | | 时间 | 2020 年 6 月 17 日 | | | 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 | | | | 投资者关系活动 | 投资者交流内容概要 : | | | 主要内容介绍 | 1、2015 是？ | 年以来都没有出现单季度亏损，一季报发生亏损主要原因 | | | | 回复：主要原因包括两大方面。一 ...

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：2020-030 | --- | --- | --- | |-------------------------|--------------------------------------------|----------------------------------------------------| | | | | | | □ | 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 | □新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | ☑ 其他 （电话会议） | | | 参与单位名称及 人员姓名 | | 本次电话会议由长江证券组织，具体参加人员名单见附件 | | 时间 | 2020 年 8 月 28 | 日 | | 地点 | 电话会议 | | | 上市公司接待人 | 公司董事、副总裁、董秘：王刚 | | | 员姓名 | 公司财务总监：黎明亮 公司财务部部长：李健 | | | 投资者关系活动 | 一、半年度经营情况介绍： | | | ...

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：2020-027 | --- | --- | --- | |-----------------------|-------------------------|--------------------------------------------------------| | | | | | 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 | | 川财证券：许惠敏、王磊 光大证券：李伟峰 | | 人员姓名 | | 华泰资管：姜冠融 汇茹资产：周楷钰 | | | | | | 时间 | 2020 年 7 月 10 | 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 | | 投资者关系活动 | 投资者交流内容概要 | : | | 主要内容介绍 | 1. | 铜加工加 ...

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：2020-028 | --- | --- | --- | |-----------------------|-------------------------|--------------------------------------------------------| | | | | | 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 | 见附件 | | | 人员姓名 | | | | 时间 | 2020 年 7 月 10 | 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 | | 投资者关系活动 | 投资者交流内容概要 | : | | 主要内容介绍 | 1 | 、铜板带、铜导体、铜合金线材主要的下游应用领域？ | | | | 回复：铜基材料有三个大的品种， ...

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：2020-018 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | R | 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 | | 安徽海螺创业投资有限责任公司：陆陈伟、张琰、祝仲宽 | | 人员姓名 | | | | 时间 | 2020 年 5 月 28 | 日下午 | | 地点 | 楚江新材会议室 | | | 上市公司接待人 | | 楚江新材董事、副总裁、董秘：王刚 | | 员姓名 | | | | 投资者关系活动 | 投资者交流内容概要 | : | | 主要内容介绍 | | 1.公司并购鑫海高导后， ...

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：2019-008 | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------------------|----------------------------------------------------|------------------------------------------------------|-------|-------|--------------|-------|------------------| | | | | | | | | | | | | | | | | | | | | √ 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 □路演活动 | | | | | | | | | □现场参观 □ | 其他（请文字说明其他活动内容） | | | | | | | | | | ...

Group 1: Company Performance Overview - In 2020, the company experienced steady sales growth, with sales revenue significantly increasing, but net profit declined due to falling copper prices and inventory impairment [2] - The first quarter of 2021 showed a recovery in all business segments, with revenue and net profit experiencing substantial year-on-year growth [2] - The military new materials segment's profit share has been steadily increasing [2] Group 2: 2021 Business Plan - The company plans to achieve a sales volume of 783,000 tons in metal materials R&D and manufacturing, with projected revenue of CNY 27.65 billion [3] - The expected total revenue for 2021 is CNY 28.4 billion, with a total profit of CNY 755 million and a net profit attributable to the parent company of CNY 605 million [3] Group 3: Project Development - The construction of the Jiangsu Tianbird's carbon brake preform technology renovation project and carbon fiber thermal field preform industrialization project is progressing steadily, with about 65% completion by the end of 2020, and expected to be operational in 2021 [3] - The subsidiary Xinhai Gaodao has rapidly developed products mainly used in automotive wiring harnesses, photovoltaic welding strips, connectors, medical electronic copper conductor materials, and 5G mobile base station product materials [3]

Group 1: Company Overview and Financial Performance - The company, Anhui Chuangjiang Technology New Materials Co., Ltd., reported a projected revenue of 28.4 billion yuan and a net profit of 605 million yuan for 2021, indicating a significant growth potential [5][6]. - In 2020, the company achieved a sales volume of 538,000 tons of copper-based materials, a year-on-year increase of 29.87% [3]. - The company’s high-end equipment and carbon fiber composite materials generated revenue of 569.89 million yuan in 2020, up 25.94% from the previous year [3]. Group 2: Research and Development Investments - The company invested approximately 7.85 billion yuan in R&D in 2020, with a compound annual growth rate of 39.93% since 2018 [9][10]. - R&D expenses accounted for about 3.5% of total revenue, with over 500 patents filed, including 175 invention patents [8][9]. - The focus of R&D is on new products and technologies, particularly in the fields of copper-based materials and high-end thermal equipment [9][10]. Group 3: Production Capacity and Future Projects - The Jiangsu Tianbird project is expected to generate an additional output value of around 600 million yuan upon full production [3][12]. - The company has ongoing projects, including a 120,000-ton copper conductor material project, which is expected to be completed in 2021 [4]. - The company aims to achieve a market share of 30% in its main product categories and become the global leader in copper strip production [6]. Group 4: Environmental Impact and Sustainability - The use of recycled copper can save approximately 1,054 kg of standard coal and reduce carbon dioxide emissions by about 55,000 tons per ton of recycled copper products [4]. - The company emphasizes the importance of metal resource recovery and recycling as effective means to achieve energy conservation and emission reduction [4]. Group 5: Market Position and Competitive Landscape - The company ranks first among the top ten enterprises in the copper strip and plate industry in China [3]. - The company’s subsidiaries, Tianbird High-tech and Dingli Technology, are leaders in military technology manufacturing, focusing on carbon fiber preforms and high-temperature thermal processing equipment [3][5]. - The company’s copper processing business, while having lower profit margins, serves as a crucial foundation for various industries, ensuring a broad market space [8].

Group 1: Company Overview - The company is Anhui Chuangjiang Technology New Materials Co., Ltd., with stock code 002171 and bond code 128109 [1] Group 2: Investor Relations Activity - The investor relations activity was organized by Everbright Securities on September 8, 2021, via a phone meeting [2] - The meeting was attended by various investment firms, including Tianhong Fund and Southern Fund [5][6] Group 3: Product Applications - The main application areas for Tianbird's carbon fiber prepregs are military products (approximately 80%) and civilian products [2][3] - The prepreg products are categorized into three parts: aerospace components (satellites, rockets, spacecraft), brake disc prepregs (for military and civilian aircraft, and automotive), and thermal field prepregs (including crucibles for photovoltaic single crystal furnaces) [2][3] Group 4: Future Production Plans - The company plans to produce carbon-carbon composite materials through the Wuhu Tianbird project, which is divided into three phases focusing on thermal field carbon-carbon materials and potentially extending to other product directions [3] Group 5: Market Trends and Demand - The demand for prepregs is expected to grow significantly due to the advantages of carbon fiber products, with military and civilian sectors experiencing substantial growth [3] - The industry is witnessing three replacement trends: 1. Carbon-carbon brake discs replacing powder metallurgy brake discs in military aircraft, with future applications in high-speed trains and automobiles 2. High-temperature alloy materials being replaced due to weight reduction and high-temperature resistance, particularly in aviation 3. Graphite materials being replaced by carbon-carbon composites, which offer better performance and longer service life [3] Group 6: Supply and Demand of Carbon Fiber - The demand for carbon fiber raw silk is increasing rapidly, but supply is also growing quickly. Currently, supply is tight due to restrictions on imports, leading to higher prices [3] - Long-term prospects indicate that domestic carbon fiber quality and quantity will improve, supporting the expansion of the entire carbon fiber industry chain [3] Group 7: Market Entry Barriers - The entry barrier for civilian prepregs, particularly thermal field materials, is relatively high due to the need for standardization and specialized design for military prepregs [4]

证券代码：002171 证券简称：楚江新材 债券代码：128109 债券简称：楚江转债 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：2021-037 | --- | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------|--------------------------------------|-------|-------|--------| | | | | | | | | 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 | 本次电话会由西部证券组织，具体参会名单详见附件。 | | | | | | 人员姓名 时间 2021 | 年 12 月 15 日 | | | | | | 地点 电话会议 ...