Group 1: Company Overview - Jiangsu Aoyang Shunchang Co., Ltd. is involved in the LED and semiconductor industries, with a focus on expanding its capabilities and market presence [2][3]. Group 2: Business Performance - The company reported that its LED production is currently at full capacity, indicating strong demand and operational efficiency [2]. - The metal logistics business has remained stable, contributing consistently to profits despite a decline in revenue due to falling metal prices [3]. Group 3: Future Plans and Strategies - The company is actively exploring entry into emerging high-growth industries, aiming to cultivate new profit growth points [3]. - A mobile internet-based business processing platform has been developed to enhance order, logistics, and documentation management, with plans for further expansion into IoT logistics [3]. Group 4: Financial Instruments - The issuance of convertible bonds is pending approval from the regulatory authority, with no specific timeline provided due to current market conditions [4].

Group 1: Company Operations - The company primarily delivers steel and aluminum plates through active logistics and entrusted logistics distribution [1] - The production bases are located in Jiangsu Zhangjiagang, Guangdong Dongguan, and Shanghai, with stable operational conditions [1] - The total volume of metal logistics processing and distribution has increased compared to the previous year, mainly due to the rise in entrusted business volume from Shanghai [1] Group 2: LED Business Development - Currently, 20 MOCVD machines have achieved mass production, with a monthly chip production capacity of 100,000 pieces (equivalent to 2-inch chips) [3] - The second phase of the LED project is under construction, with equipment expected to be gradually put into operation by the second half of next year if progress is smooth [3] - The company plans to enhance R&D investment and may consider acquisitions or extending into upstream and downstream industries to strengthen the LED business [3] Group 3: New Projects - The Yangzhou facility has completed personnel recruitment and raw material procurement, with the hot-dip galvanizing production line set to commence soon [3] - The company has adhered to regulations during investor communications, ensuring no significant undisclosed information was leaked [3]

证券代码：002245 证券简称：澳洋顺昌 江苏澳洋顺昌股份有限公司投资者关系活动记录表 编号：2014-Q3-01 | --- | --- | --- | |-----------------------|------------------------|------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 厦门普尔投资 刘祯、陈卫荣、张德凯 | | 人员姓名 | | | | 时间 | 13:00 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书林文华 证券事务代表吴向阳 | | 投资者关系活动 | | 董秘林文华介绍了公司的基本情况，并就来访者提问尤其是 | | 主要内容介绍 | | 其感兴趣的"内部公司制"进行了解答与介绍。 ...

证券代码：002245 证券简称：澳洋顺昌 江苏澳洋顺昌股份有限公司投资者关系活动记录表 编号：2014-Q3-02 | --- | --- | --- | |-----------------------|--------------------------|--------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 西南证券 熊莉 | | | 人员姓名 | | | | 时间 | 10:00 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书林文华 证券事务代表吴向阳 | | 投资者关系活动 | 问：公司金属物流的情况？ | | | 主要内容介绍 | | 答：目前金属物流业务三大基地分别位于张家港、上海、及广 | | | | 东，其中上 ...

Group 1: Metal Logistics Operations - The company's metal logistics business has production bases primarily located in Jiangsu Zhangjiagang, Guangdong Dongguan, and Shanghai, serving the Yangtze River Delta and Pearl River Delta regions [2] - The operational status is stable, with a total processing and distribution volume of metal logistics increasing compared to the previous year, mainly driven by an increase in entrusted business volume from Shanghai [2] - In the second half of the year, the company plans to leverage the production capacity advantages of the Shanghai processing base to enhance profitability [2] Group 2: LED Business Development - The company has achieved mass production of 20 MOCVD machines, with a monthly chip production capacity reaching 100,000 pieces (equivalent to 2-inch wafers) [3] - The remaining 10 MOCVD machines from the first phase project are gradually being shipped, installed, and debugged, leading to a sequential increase in LED revenue and profit contributions [3] - The second phase project is under construction, with expectations to gradually start equipment input in the second half of next year if progress goes smoothly [3] - The company is optimistic about the LED industry, particularly in the lighting sector, which is experiencing rapid growth [3]

证券代码：002245 证券简称：澳洋顺昌 编号：2015-Q3-02 江苏澳洋顺昌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 （请文字说明其他活动内容） | | 参与单位名称及 | | 瑞银证券 冯令天；国泰君安 苏旺兴；华宸未来基金 张静 | | 人员姓名 | | | | 时间 | 9:30 | | | 地点 | 公司会议室 | | | 上市公司接待人 | | 董事会秘书林文华、证券事务代表吴向阳 | | 员姓名 | | | | 投资者关系活动 | | 公司董秘林文华及证代吴向阳简单介绍了 2015 年半年报总 | | 主要内容介绍 | ...

证券代码：002245 证券简称：澳洋顺昌 编号：2015-Q2-02 江苏澳洋顺昌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 （请文字说明其他活动内容） | | 参与单位名称及 | 国信证券、中金公司等 | 18 家机构共 20 名研究员 | | 人员姓名 | | | | 时间 | 13:30 | | | 地点 | 公司会议室 | | | 上市公司接待人 | | 董事会秘书林文华、证券事务代表吴向阳 | | 员姓名 | | | | 投资者关系活动 | | 公 司 董 秘 林 文 华 对 公 司 基 本 情 况 ...