证券代码：002364 证券简称：中恒电气 编号：2015--03 杭州中恒电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------------|-------------------------------------------------------------------------------------------------------------------------| | | | | | 调研活动类别 | | 特定对象调研 □分析师会议 | | | □ | 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 | | 民生证券新能源行业分析师——杨睿 | | 人员姓名 | | | | 时间 | | 2015 年 11 月 12 日 | | 地点 上市公司接待人 | | 公司十九楼会议室 | | 员姓名 | | 董事会秘书 陈志云 | | 调研活动 ...

证券代码：002364 证券简称：中恒电气 编号：2015--04 杭州中恒电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |---------------------|--------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 调研活动类别 | | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | □ | 其他 ...

证券代码：002364 证券简称：中恒电气 杭州中恒电气股份有限公司 投资者关系活动记录表 编号：2014--05 | --- | --- | --- | |-----------------------|--------------------------|--------------------------------------------------------------| | | | | | 调研活动类别 | | 特定对象调研 □分析师会议 | | | □ | 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 | | 详见附件 | | 人员姓名 | | | | 时间 | 2014 年 11 月 03 | 日 | | 地点 | 公司北 5 楼会议室 | | | | | | | 上市公司接待人 员姓名 | | 财务总监兼董事会秘书 陈志云 | | | | 调研过程主要以问答方式进行，调研内容主要有： | | 调研活动主要内 | 1 、 | 电力产品发展如何？ | | 容介绍 | ...

Group 1: Company Overview - The report discusses the development of two main business segments of Zhongheng Electric over the past five years since its listing [2] - The financial director, Chen Zhiyun, provided insights into the company's performance in 2014, highlighting a net profit of 126 million yuan [2] Group 2: Business Contributions - Beijing Borui and Puri Intelligent contributed significantly to the company's profits, with Borui's net profit reported at 57 million yuan [2] - Puri Intelligent's business model focuses on real-time monitoring of electricity demand, which aligns with national pilot projects in cities like Suzhou [2] Group 3: Investor Relations - The investor relations activity took place on March 12, 2015, in the boardroom, involving a Q&A format [2] - A list of participating investors from various funds, including Honghua Investment and CITIC Securities, is provided in the attachment [4][5]

证券代码：002364 证券简称：中恒电气 编号：2015--02 杭州中恒电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 调研活动类别 | | 特定对象调研 □分析师会议 | | | □ | 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 | | | | 人员姓名 | | 见附件 | | 时间 | | 2015 年 11 月 04 日 | | 地点 | | 公司十九楼会议室 | | 上市公司接待人 | | ...

证券代码：002364 证券简称：中恒电气 杭州中恒电气股份有限公司 投资者关系活动记录表 编号：2016--01 | --- | --- | --- | |------------------------------|------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 调研活动类别 | □ | 特定对象调研 □分析师会议 | | | □ | 媒体 ...

Group 1: Company Overview and Strategy - The company has been focusing on two main sectors: power electronics and power information technology, which have shown steady growth over the years [2][3]. - The company is actively building an energy internet ecosystem, leveraging its expertise in power electronics and information technology accumulated over nearly two decades [3][4]. - The company plans to invest CNY 1 billion in the construction of an energy internet cloud platform, with allocations of CNY 680 million for the platform, CNY 60 million for a research institute, and CNY 250 million for working capital [4][5]. Group 2: Investment and Financials - The company has received approval for a non-public offering, which is now in the implementation stage [3][4]. - The total planned investment of CNY 1 billion is divided into three parts: CNY 680 million for the cloud platform, CNY 60 million for the research institute, and CNY 250 million for working capital [4][5]. - The company reported a 60% year-on-year increase in R&D expenses, focusing on power electronics, energy internet, and new energy vehicle charging facilities [9][10]. Group 3: Market Position and Products - The company is positioning itself as a leader in the energy internet sector, with confidence in its technological capabilities and market strategies [14][15]. - The company has developed a comprehensive solution for urban smart lighting, integrating its existing systems with new technologies [5][6]. - The company is actively involved in the charging pile market, with a focus on both direct current (DC) and alternating current (AC) charging solutions [12][13]. Group 4: Challenges and Future Outlook - The company acknowledges potential challenges in the energy internet sector, including technological barriers and the need for policy support [6][8]. - The company is optimistic about the future growth of the charging pile market, driven by national policies and increasing consumer demand for electric vehicles [12][13]. - The company is committed to continuous investment in R&D and expanding its production capacity to meet future market demands [12][15].

证券代码：002364 证券简称：中恒电气 编号：2016--02 杭州中恒电气股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - Hangzhou Zhongheng Electric Co., Ltd. focuses on two core businesses: power electronics and power application software, which serve as a bridge between equipment manufacturing and power applications [3] - The company has established a new power market division to develop a power trading platform and delve into State Grid's big data business [3] Group 2: Power Trading Insights - The future power trading model will shift from a single model to a more diversified approach, potentially led by government and grid companies [3] - The power trading market is substantial; for instance, Texas invested $650 million in its trading center, indicating that each province in China may require over 200 million yuan for similar setups [3] - The company has a competitive edge due to its 20 years of experience in power software and services, along with a team of top industry experts [3] Group 3: Market Development and Challenges - The current domestic market lacks established trading rules, with regions like Yunnan having more developed frameworks compared to others like Chongqing, which is still in the early stages [4] - The trading platform will include essential modules such as trading clearing software and settlement software, which are critical for operation [3] - The company plans to enhance user acquisition through offline service providers and aims for large-scale promotion in the future [4]