Group 1: Company Overview - The overall development trend of the company is positive, with steady market growth [2] - The company is currently organizing feedback materials for its private placement project [2] Group 2: Industry Trends - The overall growth rate of the industry is expected to steadily increase [2] - Stricter environmental regulations from the government may pose challenges for many small enterprises in the future [2] - Industry consolidation is intensifying [2] Group 3: Foreign Market Development - The company has seen significant growth in its foreign trade export business in recent years, and it is expected to continue positively in 2014 [2]

Group 1: Company Overview - Anhui Shenjian New Materials Co., Ltd. was established in 2004 and currently employs over 400 people, focusing on aerospace, high-speed trains, urban rail transit tooling, and composite materials manufacturing [5]. - The company has a production capacity that can sustain performance commitments for the next three years without significant new investments in large equipment [8]. Group 2: Production and Operations - The company primarily produces large tooling, fixtures, and components, with a small proportion of processing from supplied materials [6]. - The cost of tooling varies significantly based on the model and components, ranging from tens of thousands to millions [7]. - The company has a team of over 30 dedicated to regular inspections of tooling equipment, which is crucial after each aircraft assembly [7]. Group 3: Market and Sales - The sales cycle for aerospace products typically spans around 10 months, with payment occurring six months after contract confirmation [7][8]. - The company has produced approximately 140 train head units since 2012 and is involved in the development of new models, indicating stable growth in the rail transit sector [8]. Group 4: Future Development and R&D - The company plans to increase investment in research and development for composite materials, anticipating a growing market demand for lightweight materials in transportation [9]. - Future business focus will remain on traditional sectors such as tooling, aerospace components, and high-speed train parts, while also exploring new profit growth points [10]. Group 5: Industry Position and Competition - The company does not currently feel threatened by the influx of private enterprises into the military industry due to its strong capabilities [11]. - There are considerations for potential mergers and acquisitions in the industry, although no immediate plans are in place [11]. Group 6: Drone Production - The company has generated approximately 7 million in sales from drone body structures, with expectations for gradual growth as the market expands [12]. - Current drone production is limited to the body structure, with plans to enhance capabilities as demand increases [12].

证券代码：002361 证券简称：神剑股份 安徽神剑新材料股份有限公司 投资者关系活动记录表 编号：2015-006 | --- | --- | --- | --- | |----------------|--------------------------|---------------------------------|------------------------------------------------------------| | | | | | | | | | | | | ■ | 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 | □新闻发布会 □路演活动 | | | | 活动类别 | ■ 现场参观 | | | | | □ | 其他 （请文字说明其他活动内容） | | | 参与单位名称 | | | | | 及人员姓名 | 民生证券 廖鹏飞 | | | | 时间 | | 2015 年 11 月 16 日 | | | 地点 | | 公司证券部 | | | 上市公司 | | | | | 接待人员姓名 | 神剑股份证代 武振生 | | | | ...

证券代码：002361 证券简称：神剑股份 安徽神剑新材料股份有限公司 投资者关系活动记录表 编号：2014-010 | --- | --- | --- | |--------------|------------------------------|------------------------------------------| | | | | | | ■ | 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 | □新闻发布会 □路演活动 | | | 活动类别 | ■ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | | 上海易正朗投资管理有限公司 黄朝豪 | | 及人员姓名 | 天风证券股份有限公司 王金沿 | | | | 九泰基金管理有限公司 梁铭超 | | | | 申银万国证券 | 颜定功 | | | 雅利（上海）资产管理有限公司 | 王晓昆 | | | 中国对外经济贸易信托有限公司 | 王太鹏 | | | | 江苏国恒信投资管理有限公司 宋云峰 汪玉娟 | | | | 宁波市浪石投资控股有限公司 徐俊伦 | ...

证券代码：002361 证券简称：神剑股份 安徽神剑新材料股份有限公司 投资者关系活动记录表 编号：2015-001 | --- | --- | --- | |-------------------------|---------------------------|------------------------------------------------------------| | | | | | | ■ | 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 | □新闻发布会 □路演活动 | | | 活动类别 | ■ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | 安信证券 王席鑫 袁善宸 | | | 参与单位名称 及人员姓名 | 广发证券 吴锡雄 | | | | 方正证券 程 磊 | | | 时间 | | 2015 年 02 月 10 日 | | 地点 | | 公司厂区及会议室 | | 上市公司 | 董事长 刘志坚 董秘 李保才 | | | 接待人员姓名 | 证 代 武振生 | | | 投资者关系活动 | | 本次投资者关系 ...

Group 1: Company Products and Performance - The company's products are divided into outdoor and indoor types, with outdoor products used in construction materials, automotive, and machinery, showcasing superior corrosion resistance and aging properties [2] - Sales remained stable in the first three quarters, with net profit increasing year-on-year due to adjustments in customer structure and improved management efficiency, alongside a decrease in raw material prices contributing to higher gross margins [2] Group 2: Future Business Plans - The company plans to maintain polyester resin as its main business while leveraging the acquisition of Xi'an Jiaye Aviation to drive synergistic development across other sectors [2] - The overall industry growth rate is expected to steadily increase, with stricter environmental regulations likely to challenge smaller enterprises [2] Group 3: Market Expansion and M&A - There is potential for market expansion next year, contingent on recovery in the home appliance, automotive, and construction material markets [3] - The company is committed to developing its main business and is actively seeking suitable acquisition targets, with the recent acquisition of Xi'an Jiaye Aviation enhancing its core operations [3]

Group 1: Company Products and Industry Situation - The company's products are divided into outdoor and indoor types, with outdoor products used in construction materials, automotive, agricultural machinery, and other fields, showcasing excellent corrosion resistance and aging resistance [2] - Indoor products are primarily used in home appliances, featuring good leveling and superior decorative performance [2] - In the first three quarters, product sales remained stable, with net profit increasing by 28% year-on-year, attributed to adjustments in customer structure and improved management efficiency, as well as a decrease in raw material prices enhancing gross profit [2] Group 2: Future Development Strategy - The company plans to continue focusing on its main business of polyester resin while driving other businesses for synergistic development, following the acquisition of Xi'an Jiaye Aviation in the military industry [2] - The company is committed to developing its main business and is continuously seeking suitable acquisition targets, indicating that further acquisitions are not ruled out in the future [2] - The completion of the acquisition of Xi'an Jiaye Aviation will further streamline and strengthen the main business [2]

证券代码：002361 证券简称：神剑股份 安徽神剑新材料股份有限公司 投资者关系活动记录表 编号：2015-003 | --- | --- | --- | |-------------------------|-----------------------------|-------------------------------------| | | | | | | ■ 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 | □新闻发布会 □路演活动 | | | 活动类别 | ■ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | 海通证券 徐志国 | | | | | 北京润达盛安投资管理有限公司 徐喆燕 | | | 中智资产管理有限公司 蔡哲民 | | | | 中国平安股票投资经理 | 刑振 | | 参与单位名称 及人员姓名 | 方正富邦基金 王晓强 | | | | 兴业基金管理有限公司 唐震寅 | | | | 东兴证券股份有限公司 刘家伟 | | | | 深圳华银基金 丁洋 | 徐新民 | | | 开源证券 李恒炜 | | | - ...