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：20170526 | --- | --- | --- | |----------------|--------------------------------|-----------------------------------------------------------| | | | | | 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：孙琦祥、罗雅婷 | | | 人员姓名 | 光大资管：孙峰、肖意生、应超 | 上汽投资：王凌力、周杨、朱承亮、陈小栋 | | | | | | 时间 | 2017-5-26 | | | 地点 | 海利得公司 7-2 | 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 | 证券事务代表：魏静聪 | | | 投资者关系活动 | 一、目前厂区产能分布情况 | ...

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：20170510 | --- | --- | --- | |----------------|--------------------------------|---------------------------------------------------------------------------| | | | | | 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 | | 摩根士丹利：孟羽、吕洪良 汇丰环球：陈天奇 | | 人员姓名 | 北京凯思博：陈世平 | | | | Wahid Butt | CAPITAL RESEARCH GLOBAL INVESTORS:Abdul CAPITAL WORLD INVESTORS:Tak Chai | | 时间 | 2017-5-10 | | | 地点 | 海利得公司 7-2 | 会议室 ...

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：20161102 | --- | --- | --- | |----------------|----------------|------------------------------------------------------| | | | | | 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 投资者接待日 | | 参与单位名称及 | | 东兴证券：刘宇卓 招商证券：孙维蓉 万联证券：胡双 | | 人员姓名 | | 泓德基金：蔡丞丰 中国人保资产：田垒 广发证券：周航 | | | | 中科沃土：林皓 申万宏源：张兴宇 华宝兴业：王天乐 | | | | 国贸东方：张伟东 富敦投资：刘逸飞 中信建投：石亮 | | | | 光大保德信：房雷 东海基金：章韧 中银国际：王海涛 | | | | 西藏康盛：张一驰 中国人保资产：翟金林 信达证券：李皓 | | | | ...

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：20200901 | --- | --- | --- | |-------------------------|------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | | | 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 | | 浙江黑岩投资管理有限公司：曾望、张恩 华宝基金：徐程惠 新时代证券：李啸 中泰证券：谢楠 东方基金：刘腾尧 天弘 | ...

Group 1: Production Capacity - The company has a total production capacity of 160,000 tons for polyester industrial yarn and 100,000 tons for polyester chips at the Maqiao plant [1][2] - The Qianshan plant has a capacity of 30,000 tons for both tire fabric and high modulus low shrinkage yarn [2] - A new project is underway to add 200,000 tons of polyester production capacity to ensure stable quality for automotive yarns [2] Group 2: Automotive Yarn Division - The automotive yarn division, launched in 2016, has a capacity of 40,000 tons, including 20,000 tons for safety belt yarn and 20,000 tons for airbag yarn [2] - The division is expected to be a key profit growth point in 2017, with increased sales in the EU due to zero anti-dumping tariffs [2] - The pricing strategy for automotive yarn is based on raw material costs plus a margin, minimizing the impact of material price fluctuations on profitability [3] Group 3: Tire Fabric Division - The tire fabric division has a monthly sales volume of over 2,000 tons, with expectations for further growth in 2017 [3] - The Qianshan plant's third phase expansion will add 20,000 tons of high modulus low shrinkage yarn, expected to be operational by Q4 2017 [3] - The customer base for tire fabric is predominantly foreign enterprises, accounting for over 80% of clients [3] Group 4: Plastic Flooring Division - Sales for plastic flooring reached over 100 million in 2016, with significant growth anticipated in 2017 [4] - A new project for 1.2 million square meters of stone plastic flooring is planned, with production to ramp up based on market conditions [4] - The company has obtained European and American standards certifications for its products, which are environmentally friendly and do not require glue for installation [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：20170104 | --- | --- | --- | |-------------------------|--------------------------------|--------------------------------------------------------| | | | | | 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 | 中信建投：石亮 | | | 时间 | 2017-1-4 | | | 地点 | 海利得公司 7-2 | 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 | 证券事务代表：魏静聪 | | | 投资者关系活动 | 一、 11.22 | 事故目前公司恢复生产的情况？ | | 主要内容介绍 | | 事故停车的是马桥聚酯和一部分工业丝生产线，尖山工 ...

Group 1: Production Capacity - The company has a total production capacity of 160,000 tons for polyester industrial yarn and 100,000 tons for polyester chips at the Maqiao plant [1] - The Qianshan plant has a capacity of 30,000 tons for tire fabric and 30,000 tons for high-modulus low-shrinkage yarn [1] - The company has newly invested in 40,000 tons of automotive yarn in 2016, which includes 20,000 tons of airbag yarn [2] Group 2: Business Segments - The automotive yarn segment is expected to be a profit growth point for 2017, transitioning from ordinary yarn to automotive yarn as certifications are completed [2] - The tire fabric segment has a monthly sales volume of over 2,000 tons, with an expansion plan for an additional 20,000 tons of HMLS yarn expected to be operational by Q4 2017 [2][3] - The customer structure for tire fabric includes over 80% foreign enterprises, such as Michelin and Continental [3] Group 3: Market and Trade Conditions - The company has faced trade friction related to anti-dumping measures from India and Brazil on its products, which has limited resource investment in certain areas [3][4] - The company has achieved market economy status in a 2010 anti-dumping case regarding polyester industrial yarn, and is currently undergoing a sunset review process after the five-year anti-dumping tax period [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：20170215 | --- | --- | --- | |-------------------------|--------------------------------|-----------------------------------------------------------| | | | | | 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 | 国信证券：苏淼 | | | 时间 | 2017-2-15 | | | 地点 | 海利得公司 7-2 | 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 | 证券事务代表：魏静聪 | | | 投资者关系活动 | | 一、目前厂区产能分布情况？ | | 主要内容介绍 | 至目前公司马桥厂区主要是 | 16 万吨的涤纶工业丝以及 | | ...

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：20170207 | --- | --- | --- | |----------------|--------------------------------|--------------------------------------------------------------------------------------| | | | | | 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 | | 东北证券：沈衡 浙商资管：马斌博 森旭资产：向禹民 | | 人员姓名 | | 嘉实基金：余云涛 申万宏源：王玉龙 天安资管：吴斌泉 华宝兴业：张孝达 平安养老：王晓林 | | 时间 | 2017-2-7 | | | 地点 | 海利得公司 7-2 | 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 | ...

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：20170213 | --- | --- | --- | |----------------|--------------------------------|-----------------------------------------------------------| | | | | | 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 | | 宝基股权：王一虎 华创证券：曹令 刘和勇 | | 人员姓名 | 敦和资产：黄国珍 | 太平资产：刘晟 国海证券：司马湫 | | 时间 | 2017-2-13 | | | 地点 | 海利得公司 7-2 | 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 | 证券事务代表：魏静聪 | | | 投资者关系活动 | | 一、目前厂区产能分布情况？ | | 主要内 ...