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]

Group 1: Company Overview and Production Capacity - The company has two major production bases for lithium batteries: Luoyang and Jiangsu. The Luoyang base has a total capacity of 0.9 GWh from the first two phases, with a third phase under construction designed for 1.5 GWh. The Jiangsu base's first phase is designed for 2.5 GWh, producing both ternary and lithium iron phosphate batteries [2][3]. Group 2: Financial and Investment Aspects - The registered capital of the Jiangsu company is 4 billion, with significant contributions from the government and policy loans, ensuring sufficient funding for the first phase of construction [3]. - The company has secured substantial policy loans from institutions like the National Development Bank for the Jiangsu project [3]. Group 3: Market and Product Insights - The main product is lithium iron phosphate batteries, primarily used in commercial vehicles, with major clients including Zhongtong, Yutong, and Dongfeng [3]. - The gross margin for lithium iron phosphate batteries is expected to decline this year due to reduced subsidies and a relatively narrow product range, leading to a significant year-on-year decrease in overall business performance [3]. Group 4: Pricing and Market Trends - The price of lithium iron phosphate batteries has decreased by over 20%, with expectations for relative stability in the second half of the year. Material costs are also trending downwards, although some materials remain scarce and prices rigid [3][4]. - The future market for ternary batteries in passenger vehicles is anticipated to be large, while the market for lithium iron phosphate batteries is expected to be smaller, though there are applications in energy storage and military sectors [3].

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 | | 太平洋证券： ...

证券代码：002190 证券简称：成飞集成 编号：2017-07 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：2017-06 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 | 中国长城资产 : 黎晓伟 | | | 人员姓名 | 中国长城资产四川分公司：张茂 | | | 时间 | 2017 年 9 月 28 | 日上午 9:30-12:00 | | 地点 | 公司会议室（洛阳） | | | 上市公司接待人 | 董 ...

证券代码：002190 证券简称：成飞集成 编号：2020-02 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 | □ 新闻发布会 □路演活动 | | | 动类别 | □现场参观 | | | | □ 其他 | | | 参与单位名称 | | 招商证券:岑晓翔；银华基金：陈日华；川投君融：梁莉枝 | | 及人员姓名 | | | | 时间 | 2020 年 9 月 8 日下午 | 14:00-15:00 | | 地点 上市公司接待 | 公司董秘办公室（成都） 董事会秘书：程雁 | | | 人员姓名 | 证券事务代表：刘林芳 | | | 投资者关系活动 | 交流情况如下： | | | 主要内容介绍 ...

证券代码：002190 证券简称：*ST 集成 编号：2019-04 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 | --- | --- | --- | |----------------|-------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------| | | ■ | 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 | □新闻发布会 □路演活动 | | | 动类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称 | 国盛证券：张润毅、陈鑫 | | | 及人员姓名 | 信达澳银基金：冯明远、李淑彦 宝盈基金：王尚博 中信建投基金：周紫光 前海汇杰达理资本：解睿 | | | | | | | 时间 | 2019 年 9 月 10 | 日下午 2:00-3:00 ...