Group 1: Business Overview - The company has established four main business segments: home appliances and home electrical motors, new energy vehicle powertrain systems, and vehicle rotating electrical appliances, which promote mutual development [2]. - The new energy vehicle operation platform is emerging as the fourth business segment, expected to grow rapidly alongside the powertrain systems segment [2]. Group 2: Financing and Leasing - The company has formed a joint venture with the public transport group to lease new energy vehicles, with a registered capital of 500 million RMB for the financing leasing company [3]. - The financing leasing model offers benefits such as light asset operation and no increase in operational costs, with leasing fees not exceeding those of traditional fuel vehicles [3]. Group 3: Acquisitions and Market Strategy - The acquisition of 100% equity in Shanghai Electric Drive was driven by the explosive growth of the new energy vehicle market and the long-standing relationship between the company’s chairman and Shanghai Electric Drive’s chairman [3]. - The acquisition price was set at 3.5 billion RMB, reflecting the target company's strong industry influence, R&D capabilities, and customer resources [3]. Group 4: Market Challenges and Future Directions - The domestic economic downturn has led to high inventory levels in the air conditioning sector, impacting the company's home appliance motor business [3]. - The company plans to continue its transformation and upgrade in the motor and application fields, considering opportunities in automation and servo motors [3].

中山大洋电机股份有限公司 编号：2015-10 证券代码： 002249 证券简称：大洋电机 中山大洋电机股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Business Segments - The company has developed four main business segments: home appliances and home electrical motors, new energy vehicle powertrain systems, vehicle rotating electrical equipment, and a newly emerging new energy vehicle operation platform [1][2]. - The new energy vehicle operation platform is expected to become one of the fastest-growing segments alongside the new energy vehicle powertrain systems [1]. Group 2: New Energy Vehicle Operation Model - The "Zhongshan Model" involves establishing joint ventures with vehicle operators, where the company holds a controlling stake, to provide a comprehensive solution for new energy vehicle operations [2]. - This model includes purchasing new energy vehicles, leasing them to public transport groups, and providing maintenance for electric motors, controls, and batteries [2]. - The operational costs are designed to be comparable to traditional fuel vehicles, with financing options available through the company's leasing arm [2]. Group 3: Production Capacity and Financial Metrics - The company anticipates a production capacity of approximately 20,000 sets for its new energy vehicle powertrain systems by the end of the year [2]. - The gross margin for the new energy vehicle powertrain systems is expected to remain above 20% after reaching stable mass production [2]. - The vehicle rotating electrical equipment segment achieved a revenue growth of 42.61% year-on-year in the first half of 2015 [2]. Group 4: Business Integration and Brand Strategy - Following the acquisition of Shanghai Electric Drive, the new energy vehicle powertrain systems will be managed under a unified coordination, maintaining competitive dynamics among brands [2]. - The company will leverage three brands—Daiyang Electric, Shanghai Electric Drive, and Petrel—to implement a flexible brand strategy, enhancing business development opportunities [2].

中山大洋电机股份有限公司 编号：2015-18 证券代码： 002249 证券简称：大洋电机 中山大洋电机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 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | | 中金公司——李正伟；凯斯博投资——陈元海；广汽资本——胡阳裔；行 | | 人员姓名 | | 健资产——郭贤光；嘉实基金——柏重波；景顺长城——胡晓露。 | | 时间 | 2015 年 11 月 ...

中山大洋电机股份有限公司 编号：2015-19 证券代码： 002249 证券简称：大洋电机 中山大洋电机股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2015-20 中山大洋电机股份有限公司 证券代码： 002249 证券简称：大洋电机 中山大洋电机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 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | ...

中山大洋电机股份有限公司 编号：2014-18 1 证券代码： 002249 证券简称：大洋电机 中山大洋电机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 | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | | 国泰君安—孙柏蔚、韩笑天；东莞证券—柯开明；方正富邦基金—王晓 ...

中山大洋电机股份有限公司 编号：2015-01 1 证券代码： 002249 证券简称：大洋电机 中山大洋电机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 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | 盛宇基金—张剑冰 | | | 人员姓名 | | | | 时间 | 2015 年 3 月 5 日 | 10:30—12：00 | | 地点 | | 中山大洋电机股份有限公司一楼展厅 | | 上市公司接待人 员姓名 ...

编号：2015-21 中山大洋电机股份有限公司 证券代码： 002249 证券简称：大洋电机 中山大洋电机股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | √ | 特定 ...

中山大洋电机股份有限公司 编号：2015-17 1 证券代码： 002249 证券简称：大洋电机 中山大洋电机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 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | | □ 现场参观 | ...