Group 1: Company Overview - Anhui Shenjian New Materials Co., Ltd. specializes in chemical new materials, particularly polyester resins, which are categorized into outdoor and mixed types [2][3] - Outdoor polyester resins are used in outdoor metal equipment, including home appliances, construction materials, automobiles, agricultural machinery, engineering machinery, and highway guardrails, offering excellent corrosion resistance and aging resistance [3] - Mixed polyester resins are applied to indoor metal surfaces, such as home appliances and electronic products, known for their good leveling and superior decorative performance [3] Group 2: Financial Performance - In 2015, the company sold 110,000 tons of polyester resins, achieving a revenue of 1.18 billion yuan and a net profit of 117 million yuan, representing a growth of 34.85% compared to the previous year [3] - The company aims for a revenue growth of 10-15% in 2016, despite a challenging domestic economic environment and intense competition [3] Group 3: Subsidiary Performance - The subsidiary, Xi'an Jiaye Company, provides tooling, structural components, and assembly products for the aerospace and rail transportation industries, holding military-level confidentiality qualifications [4] - Performance commitments for Xi'an Jiaye Company are projected at 31.5 million yuan, 41 million yuan, and 51 million yuan for the years 2015, 2016, and 2017, respectively [4] Group 4: Market Outlook - The domestic polyester resin market is expected to maintain slow growth with stable prices, while the company's gross profit margin is anticipated to improve due to better customer integration and increased sales management efficiency [3] - The chemical new materials sector is projected to continue its steady growth in 2016, despite ongoing competitive pressures and low prices in the chemical materials market [4]

Group 1: Company Overview - Anhui Shenjian New Materials Co., Ltd. specializes in chemical new materials, primarily polyester resins, which are categorized into outdoor and mixed types [2][4] - Outdoor type is used in outdoor metal equipment, including home appliances, construction materials, vehicles, agricultural machinery, and highway guardrails, offering superior corrosion resistance and aging resistance [4] - Mixed type is applied to indoor metal surfaces, such as home appliances and electronic products, known for good leveling and decorative performance [4] Group 2: Financial Performance - In 2015, the company achieved operating revenue of CNY 117,868.84 million, a decrease of 5.67% compared to the previous year [4] - The net profit attributable to shareholders was CNY 11,683.25 million, an increase of 34.85% year-on-year [4] - The net profit after deducting non-recurring gains and losses was CNY 10,774.00 million, up by 31.56% from the previous year [4] - As of the end of 2015, total assets amounted to CNY 234,793.49 million, with net assets attributable to shareholders at CNY 172,329.00 million, reflecting a year-on-year growth of 45.88% [4] Group 3: Business Strategy and Future Outlook - The company plans to distribute cash dividends of CNY 1 per 10 shares (tax included) and to increase capital by converting 10 shares for every 10 shares held [5] - The company’s subsidiary, Xi'an Jiaye, has a stable operation, with its business focus on aviation, aerospace, and rail transit, each accounting for approximately 30% of its main operations [5] - The chemical new materials sector is expected to maintain steady growth in 2016, despite ongoing severe competition and low prices in the chemical materials market [5]

Group 1: Company Overview - The company, Anhui Shenjian New Materials Co., Ltd., specializes in chemical new materials, particularly polyester resins, which are divided into outdoor and mixed types [2][3]. - In 2015, the company's polyester resin sales reached 111,000 tons, capturing approximately 25% of the domestic market share, making it a leader in the industry [3]. Group 2: Product Applications - Outdoor-type polyester resins are primarily used in outdoor metal equipment, including home appliances, building materials, automobiles, agricultural machinery, engineering machinery, and highway guardrails, known for their corrosion resistance and aging resistance [3]. - Mixed-type polyester resins are mainly applied to indoor metal surfaces, such as home appliances and electronic products, offering excellent leveling and decorative performance [3]. Group 3: Strategic Development - The company acquired Xi'an Jiaye Company to enhance its capabilities in the aerospace and military equipment manufacturing sectors, recognizing the potential of Jiaye's existing management team and corporate culture [3]. - Future plans involve developing a dual-driven model combining the existing chemical new materials industry with aerospace and military equipment manufacturing, aiming to solidify the industrial chain and establish a sustainable dual-business development model [3]. Group 4: Industry Outlook - The chemical new materials industry faces intense competition, but the company has maintained steady growth in recent years, with expectations for further market consolidation during the 13th Five-Year Plan period [4]. - Despite fluctuations in the economic environment and raw material prices, the company anticipates a steady growth trend in gross profit margin for the year [3].

Group 1: Company Overview and Products - The company specializes in chemical new materials, particularly polyester resins, which are categorized into outdoor and mixed types. Outdoor types are used in metal equipment applications, while mixed types are for indoor metal surfaces [2][3] - Major clients include well-known domestic and international powder coating companies such as Akzo Nobel, Aiside, PPG, Haier, and Gree [3] Group 2: Acquisition and Future Plans - The acquisition of Xi'an Jiaye Company was driven by the potential growth in the aerospace, aviation, and military equipment manufacturing sectors, as well as recognition of Jiaye's management team and corporate culture [3] - The company aims to establish a dual business model focusing on chemical new materials and aerospace, further solidifying its industry chain for sustainable and stable development [3] Group 3: Financial Performance - In 2015, Jiaye Company achieved a revenue of CNY 158.55 million and a net profit of CNY 34.308 million, showing significant growth compared to the previous year [3] - For the first half of 2016, Jiaye Company reported a revenue of CNY 73.4155 million and a net profit of CNY 14.5198 million, with longer billing cycles due to its military enterprise status [3] - Despite a challenging economic environment and intense competition, the company remains confident in meeting its performance commitments based on current production and orders [4]

Group 1: Company Overview and Product Information - The company's chemical new materials products, specifically polyester resins, are divided into outdoor and mixed types, with outdoor types mainly used in outdoor metal equipment, including home appliances, construction materials, automobiles, agricultural machinery, engineering machinery, and highway guardrails, showcasing superior corrosion resistance and aging resistance [2][3]. - The mixed type is primarily applied to indoor metal surfaces, including home appliances and electronic products, offering excellent leveling and decorative performance. Major clients include AkzoNobel, Ashland, PPG, Jotun Paints, and well-known domestic brands like Haier and Gree [3]. Group 2: Financial Performance - In Q1 2017, the company achieved operating revenue of 340.69 million yuan, a year-on-year increase of 34.30%, while net profit was 22.93 million yuan, a year-on-year decrease of 20.32%. The decline in net profit is attributed to the continuous rise in chemical raw material prices, which has a lag in passing on to product sales prices, resulting in a decrease in product gross margin [3][4]. - The 2016 annual report indicated that Jiaye Aviation met its performance commitments, achieving operating revenue of 212 million yuan and net profit of 43.02 million yuan, showing stable growth compared to the previous year [4]. Group 3: Future Development and Projects - The new glycol project in Shandong has commenced production and is operating normally, while the Ma'anshan company's new glycol project is in the preparatory stage, expected to commence production by the end of 2017 [4][5]. - The company plans to increase R&D investment in high-end equipment manufacturing, particularly in new technologies and materials, to enhance product technological content and capture market share, focusing on dual main business development in chemical new materials and aerospace, aviation, and military equipment manufacturing [4][5].

编号：2017-008 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 | --- | --- | |-----------------------|----------------------------------------------------------| | 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 | 安信证券 张超、杨光 | | 人员姓名 | 上海富国基金管理有限公司 林浩祥 | | | 北京金百镕投资管理有限公司 崔旺 | | 时间 | 2017 年 5 月 3 日 | | 地点 | 嘉业公司二楼会议室 | | 上市公司接待人 员姓名 | 嘉业航空 财务部长 韩宇峰 | | 投资者关系活动 | 本次投资者关系活动，主要以现场参观公司生产车间及会议室座 | | 主要内容介绍 | 谈方式进行，主要内容如下： | | | 一、公司的产品及行业情况？ | | --- | --- | | ...

编号：2017-009 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 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------------------| | | | | | 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 | 海通证券 蒋俊、刘磊 | | | 人员姓名 | | | | 时间 | | 2017 年 5 月 16 日 | | 地点 | | 嘉业公司二楼会议室 | | 上市公司接待 | 神剑股份 财务总监 罗譞 | | | 人员姓名 | 嘉业航空 财务部长 韩宇峰 | | | 投资者关系活动 | | 本次投资者关系活动，主要以现场参观公司生产车间及会议室座 | | 主要内容介绍 | 谈方式 ...

证券代码：002361 证券简称：神剑股份 编号：2017-007 安徽神剑新材料股份有限公司 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 | 东兴证券 廖鹏飞 | | 人员姓名 | | | 时间 | 2017 年 4 月 27 日 | | 地点 | 公司会议室 | | 上市公司接待人 员姓名 | 证代 武振生 | | 投资者关系活动 | 本次投资者关系活动，主要以现场参观公司生产车间及会议室座 | | 主要内容介绍 | 谈方式进行，主要内容如下： | | | 一、公司化工新材料产品、行业及应用情况？ | | | 公司化工新材料产品聚酯树脂主要分为户外型聚酯树脂和混 | | --- | --- | ...

证券代码：002361 证券简称：神剑股份 编号：2016-017 安徽神剑新材料股份有限公司 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 | | 国海证券 冯胜 | | 人员姓名 | | 东北证券 沈衡 | | 时间 | | 2016 年 11 月 3 日 | | 地点 | | 公司总部及西安嘉业航空科技有限公司 | | 上市公司接待人 | | 证券代表 武振生 | | 员姓名 | | 嘉业航空 韩宇峰 | | 投资者关系活动 | | 本次投资者关系活动，主要以现场参观公司生产车间及会议室座 | | 主要内容介绍 | | 谈方式进行，主要内容如下： ...

Group 1: Company Overview and Products - The company specializes in chemical new materials, primarily polyester resins, which are divided into outdoor and mixed types. Outdoor types are used in outdoor metal equipment, while mixed types are for indoor metal surfaces [2][3] - Major applications include home appliances, construction materials, automotive, agricultural machinery, engineering machinery, and highway guardrails, showcasing superior corrosion resistance and aging resistance [3] Group 2: Mergers and Acquisitions - In 2015, the company acquired Xi'an Jiaye Company, focusing on the future development prospects of the aerospace and military equipment manufacturing industry [3][4] - The company recently disclosed an intention to acquire 60% equity in Xi'an Zhongxing Weiye, which possesses strong technological innovation capabilities and competitive advantages in the Beidou series products [4] Group 3: Future Development Plans - The company plans to increase R&D investment in high-end equipment manufacturing, particularly in new technologies and materials, to enhance product quality and market share [4][5] - The future strategy involves establishing a dual-driven development model combining chemical new materials and aerospace, military equipment manufacturing, to strengthen the industry chain [5]