证券代码：002190 证券简称：成飞集成 编号：2016-03 1 四川成飞集成科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | ...

证券代码：002190 证券简称：成飞集成 编号：2016-01 四川成飞集成科技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 | 招商证券:王超 游家训 郑恺、熊晓云 | | | 人员姓名 | 上海道宁投资管理中心 | : 李倩 | | | 华夏基金管理有限公司:胡斌 | | | | 嘉实财富 : 钟丽霞 | | | | 华宝兴业基金管理有限公司:窦金虎 | | | | 天弘基金 : 邵将 | | | | 久乘投资管理(上海)有限公司:余江 | | | | 易高投资 : 唐强 | | | | 中国民生银行:王飞 | | | | 东海证券 : 吴磊磊 | | | | 申万宏源:庄 ...

证券代码：002190 证券简称：成飞集成 编号：2016-04 1 四川成飞集成科技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:杨帆 | | | 人员姓名 | 华泰证券 : ...

证券代码：002190 证券简称：成飞集成 编号：2016-08 四川成飞集成科技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 | □ 新闻发布会 □路演活动 | | | 类别 | ■现场参观 | | | | □ 其他 | | | 参与单位名称及 | 光大证券股份有限公司：罗敬军 | | | 人员姓名 | | | | 时间 | 2016 年 11 月 30 | 日上午 9:30-11 ： 30 | | 地点 | 公司会议室（洛阳） | | | | 证券事务代表：巨美娜 | | | | | ...

证券代码：002190 证券简称：成飞集成 编号：2016-09 1 四川成飞集成科技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 | □ | 新闻发布会 □路演活动 | | 类别 | □现场参观 | | | | □ 其他 | | | 参与单位名称及 人员姓名 | 国金证券：石羽、徐鹏 | | | 时间 | 2016 年 12 月 21 | 日上午 10:30-11:00 | | | | | | 地点 上市公司接待人 | 公司会议室（洛阳） 董秘：程雁 | | | 员姓名 | 证代：巨美娜 | | | | | | | 投资者关系活动主 | 交流情况如下： | 调研人员主要就公司锂电池业务基本情况、非公开发行项 ...

证券代码：002190 证券简称：成飞集成 编号：2017-02 1 四川成飞集成科技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 | □ | 新闻发布会 □路演活动 | | 类别 | ■现场参观 | | | | □ 其他 | | | 参与单位名称及 | | 中关村三川（北京）股权投资管理有限公司：刘兴业、黄婷、杨朔 招商昆仑股权投资管理有限公司：冯晓霖 | | 人员姓名 | | 北京 ...

Group 1: Company Overview and Market Position - Chengfei Integration Technology Co., Ltd. focuses on lithium battery production, with a significant increase in production capacity planned for the future [2] - The company aims to expand its market share rather than compete directly with other firms, as the overall demand for lithium batteries is growing [3] Group 2: Financial Performance and Projections - In 2016, the company's lithium battery production reached 241 million AH [3] - Revenue is expected to show a linear upward trend, while profit may be affected by market fluctuations [2] - Battery prices have decreased by over 20% due to subsidy policies, but raw material prices have increased due to supply shortages, creating a dual pressure on costs [2] Group 3: Strategic Measures and Future Plans - The company is enhancing negotiations with material suppliers and seeking breakthroughs in front-end technology to reduce product costs [3] - Future product development will align with market trends, particularly in the passenger vehicle sector, with mass production expected after 2019 [3] - The company maintains a limited inventory of batteries, primarily producing based on order demand [3]

证券代码：002190 证券简称：成飞集成 1 四川成飞集成科技股份有限公司投资者关系活动记录表 编号：2016-07 | --- | --- | --- | |----------------|-----------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：002190 证券简称：成飞集成 编号：2017-01 1 四川成飞集成科技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 | □ 新闻发布会 □路演活动 | | | 类别 | ■现场参观 | | | | □ 其他 | | | 参与单位名称及 | 中信证券股份有限公司：李尚昱 | | | 人员姓名 | | 天安财产保险股份有限公司：廖庆华、张天慈 | | 时间 | 2017 年 3 月 21 | 日上午 9:30-11：30 | | 地点 | 公司会议室（洛阳） | | | 上市公司接待人 | 董事会秘书：程雁 证券事务代表：巨美娜 | | | | | | | 员姓名 | 证券业 ...

Group 1: Company Overview - The company was originally a subsidiary of Chengfei Group and underwent significant asset restructuring in 2014, transferring shares to Aviation Industry Group [2] - Chengfei Group is the main customer for the company's aviation parts business and is a core strategic supplier [2] Group 2: Competitive Advantages - The company may not have cost advantages compared to private enterprises, but it possesses advantages in technology and quality control [3] - The company is implementing a new model for aviation parts business to better control costs and improve profitability [3] Group 3: Infrastructure and Equipment - The New Aviation Industrial Park is being constructed by the government, and the company is currently procuring equipment [3] - The company has 16 specialized processing machines for aviation parts, including 7 five-axis high-speed milling machines [3] Group 4: Financial and Regulatory Updates - The company has responded to the inquiry letter from the Shenzhen Stock Exchange on time, but due to the complexity of the issues, it has been approved to delay the response [3] - The restructuring gains from the lithium battery business were realized through the appreciation of the assets involved in the restructuring [3] - Currently, there are no plans for asset injection from the Aviation Industry Group [3]