Group 1: Company Overview - The company operates three main production facilities: Mqiao, Jianshan Lianzi, and Jianshan Plastic, focusing on three primary businesses: polyester industrial filament, plastic materials, and polyester tire cord [2] - The total production capacity of polyester industrial filament is 135,000 tons, with automotive filament accounting for approximately 55% of this capacity [2] - The global market share of the company's airbag filament is around 80%, with a current polyester replacement rate for nylon airbags at about 10%, expected to reach 50% in 3-5 years [2] Group 2: Product Development and Market Strategy - The company is accelerating the construction of a 40,000-ton automotive filament project to meet demand, while also overcoming technical challenges to increase product quality [2] - The plastic products division includes advertising materials, decorative materials, and stone-plastic flooring, with a focus on expanding into domestic markets [3] - The first production line for stone-plastic flooring has a capacity of 2 million square meters and is undergoing certification for volatile emissions [3] Group 3: Market Position and Strategic Planning - The company holds a 23% market share in the European tire cord market, indicating strong recognition of its raw materials [4] - A strategic upgrade is underway to optimize the main business into three segments: automotive safety products, advertising materials, and new materials [4] - The company is implementing an information system overhaul to enhance production efficiency, product quality, and reduce labor costs, aiming to build a smart factory [4] Group 4: Investor Relations and Compliance - During the investor relations activity, the company ensured compliance with regulations, with no significant undisclosed information leaks [5]

Financial Performance - The company's financial expenses for the third quarter were -14.3 million, compared to 15.33 million last year, resulting in an increase in profit of 29.63 million [1] - The negative financial expenses are attributed to the sales department negotiating prices in foreign currency, leading to exchange gains due to the difference between the current exchange rate and the accounting rate [2] Product Development and Market Position - The company’s automotive polyester yarns are categorized into three types: high-modulus low-shrinkage yarn, seatbelt yarn, and airbag yarn, all of which require strict product certification and high-quality standards [2] - The company holds an 80% global market share in the automotive yarn sector, with increasing supply as products pass certification [3] - The capacity utilization rate for curtain fabric products has reached approximately 90%, with expectations to enter a harvest phase next year [3] New Projects and Initiatives - The stone-plastic flooring project has commenced sales, with rapid growth in sales primarily targeting European, American, and Australian markets [3] - The company is in the process of a non-public stock issuance, with application materials submitted to the China Securities Regulatory Commission and accepted [4] Compliance and Communication - During the investor relations activity, the company ensured compliance with regulations, with no significant undisclosed information leaks, and signed a research commitment letter as required by the Shenzhen Stock Exchange [4]

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20150107 | --- | --- | --- | |-------------------------|--------------------------------|----------------------------------------------------| | | | | | 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 人员姓名 | 东方证券股份有限公司：骆志远 | | | 时间 | 2015-1-7 下午 | | | 地点 | 海利得公司 7-2 会议室 | | | 上市公司接待人 员姓名 | 董事会秘书、财务负责人：吕佩芬 | | | 投资者关系活动 | 1 、公司基本情况 | | | 主要内容介绍 | | 公司主营三大业务：涤纶工业长丝、塑胶材料、涤纶帘子 | | | 布。总占地面积 1000 | 亩左右， ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20150326 | --- | --- | --- | |-----------------------|--------------------------------|----------------------------------------------------| | | | | | 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 | 长城证券：陈宏亮 | | | 人员姓名 | 中海基金：易小金 | | | | 中银基金：马蘅 | | | | 富国基金：宋哲建 | | | 时间 | 2015-3-26 上午 | | | 地点 | 海利得公司 7-2 | 会议室 | | 上市公司接待人 员姓名 | 董事会秘书、财务负责人：吕佩芬 | | | 投资者关系活动 | 1 、公司基本情况 | | | 主要内容介绍 | | 公司主营三大业务 ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20150311 | --- | --- | --- | |-------------------------|--------------------------------|----------------------------------------------------| | | | | | 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 人员姓名 | 广发证券：周航 | | | 时间 | 2015-3-11 下午 | | | 地点 | 海利得公司 7-2 | 会议室 | | 上市公司接待人 员姓名 | 董事会秘书、财务负责人：吕佩芬 | | | 投资者关系活动 | 1、公司基本情况 | | | 主要内容介绍 | | 公司主营三大业务：涤纶工业长丝、塑胶材料、涤纶帘子 | | | 布。总占地面积 | 1000 亩左右，其中马桥厂区 ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20151104 | --- | --- | --- | |-----------------------|--------------------------------|--------------------------------------------------------| | | | | | 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 | | 中泰证券：沈莉 国海证券：代鹏举 长安基金：何增华 | | 人员姓名 | | 中海基金：易小金 中银基金：马蘅 益研投资：邓胜 | | | | 天治基金：姚晨飞 东方证券：倪吉 东吴人寿：李伟勋 | | | | 信达证券：黄永光 国联证券：石亮 太平洋证券：李泽江 | | | | 方正证券：吴钊华 兴业全球：朱璘 | | 时间 | 2015-11-4 | | | 地点 | 海利得公司 ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20151201 | --- | --- | --- | |----------------|-------------------------------------|----------------------------------------------------------------| | | | | | 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 | | 海通证券：李明刚 华泰证券：陈旸 普尔投资：刘祯 | | 人员姓名 | 鹏华基金：马猛 | | | 时间 | 2015-12-1 | | | 地点 | 海利得公司 7-1 | 会议室 | | 上市公司接待人 | 董事会秘书、财务负责人：吕佩芬 | | | 员姓名 | 副总经理：姚桂松、姚峻 | | | 投资者关系活动 | 一、会议室座谈环节 1 、公司基本情况 | | | ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20151119 | --- | --- | --- | |-----------------------|-------------------------------------------------|---------------------------------------------------------------| | | | | | 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：周铮、黄景文 九州证券：同恒 九鼎投资：周曜 | | 人员姓名 | | 财通证券：刘艾珠 大智慧通讯社：徐红 吾同投资：翟金轩 | | | | 银万资本：张立波 富敦投资：张伟 盈阳资管：徐淑慧 | | | | 泊通投资：沈妲妮 嘉实基金：谢泽林 | | | 2015-11-19 | | | 时间 地点 | 海利得公司 2-2 ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20150709 | --- | --- | --- | |-----------------------|---------------------------------|--------------------------------------------------------| | | | | | 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 | 长城证券：陈宏亮 | | | 人员姓名 | 银华基金：王智伟 宏道投资：季巍 | | | 时间 | 2015-7-9 | | | 地点 | 海利得公司 7-2 | 会议室 | | 上市公司接待人 员姓名 | 董事会秘书、财务负责人：吕佩芬 | | | 投资者关系活动 | 1 、公司基本情况 | | | 主要内容介绍 | | 公司主营三大业务：涤纶工业长丝、塑胶材料、涤纶帘子 | | | ...

证券代码：002206 证券简称：海利得 浙江海利得新材料股份有限公司投资者关系活动记录表 编号：20150831 | --- | --- | --- | |-----------------------|--------------------------------|--------------------------------------------------------| | | | | | | | | | 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 | | 参与单位名称及 | □ 现场参观 | □ 其他 | | 人员姓名 | 国信证券：苏淼 农银国际：杨勇 | | | 时间 | 2015-8-31 | | | 地点 | 海利得公司 7-1 | 会议室 | | 上市公司接待人 员姓名 | 董事会秘书、财务负责人：吕佩芬 | | | 投资者关系活动 | 1、公司基本情况 | | | 主要内容介绍 | | 公司主营三大业务：涤纶工业长丝、塑胶材料、涤纶帘子 | | | | 布。高端的品质、国 ...