证券代码：002382 证券简称：蓝帆医疗 编号：201501 | --- | --- | --- | --- | |-----------------------------|---------------------------------------|------------|------------| | | | | | | 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 | 中银国际证券有限责任公司 王 军 | | | | 人员姓名 | 瀚信资产管理有限公司 连肇明 | | | | 时间 2015 | 年 5 月 20 日 15:00—17:30 | | | | | 地点 公司办公楼第四会议室 | | | | 上市公司接待人 员姓名 | 董事会秘书：韩邦友 证券事务代表：赵敏 | | | | 投资者关系活动 主要内容介绍 | 公司战略、项目进展及生产经营情况等。 | ...

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：201503 | --- | --- | --- | --- | |-----------------------------|---------------------|--------|--------------------------------------| | | | | | | 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） | | | | | | | | 长城财富资产 李 昀 | | | | | 广发证券 马 帅 | | | | | 广发资产管理 毛丁丁 | | | | 参与单位名称及 | 工银瑞信 谭冬寒 | | | | 人员姓名 | 智银投资 张自冠 | | | | | 阳光保险 王晓君 | | | | | 中国民族证券 田俊峰 | | | | 时间 2015 | 年 12 月 | 9 日 ...

Group 1: Company Overview - The company is focusing on two main areas: health protective gloves and the medical health sector [4] - In 2014, the company acquired Zhuhai Dashing and Shanghai Dialysis, and invested in Dongze Medical and Yanghe Investment [4] - In 2015, the company established a medical industry merger and acquisition fund in collaboration with Juqing Capital [4] Group 2: Impact of Oil Prices - The decline in oil prices has positively impacted the company's performance by reducing the costs of raw materials such as plasticizers and resin [4] Group 3: Procurement and Production - The company sourced approximately 25% of its plasticizer products from related parties in the first half of 2015 [4] - The pricing for related party procurement is mainly based on market prices, slightly lower due to reduced transportation costs [4] - The company's production capacity is around 15 billion gloves, with no current plans to expand PVC production lines [5] Group 4: Product Categories and Market - Gloves are mainly categorized into PVC gloves, nitrile gloves, and latex gloves, with market shares being relatively similar [4] - Medical-grade gloves are primarily used by hospitals, specialty clinics, and nursing homes abroad, with sales conducted through distributors or intermediaries [4] Group 5: Strategic Partnerships and Future Plans - The collaboration with Juqing Capital was chosen due to their partners' extensive experience in capital market operations and the medical industry [5] - The company is considering the overall integration of Dongze Medical based on performance, market promotion, and development prospects [4] - There are currently no plans to inject BluFan Chemical into the listed company [5] Group 6: Financial Performance - The significant growth in the company's third-quarter performance is attributed to the substantial decrease in raw material prices and the depreciation of the RMB [5]

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：201602 | --- | --- | --- | |----------------|------------------------------|-------------------------------------------------------| | | ■ | 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 | | | □ 新闻发布会 □路演活动 | | | 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 | 宝盈基金 陈金伟 | | | 人员姓名 | | | | 时间 | 2016 年 2 月 4 日 | | | 地点 | 公司第四会议室 | | | 上市公司接待人 | 董事会秘书：韩邦友 | | | 员姓名 | 证券事务代表：赵敏 | | | 投资者关系活动 | 1 | 、据了解公司的产能约 150 亿支/ 年，产品的销售情况 | | 主要内容介绍 | 怎样？公司有扩产的计划吗？ | | | | | ...

证券代码：002382 证券简称：蓝帆医疗 编号：201601 | --- | --- | --- | |----------------|-----------------------------------------|--------------------------------------------------------| | | | | | 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 | 民生证券 杨 侃 | | | 人员姓名 | 中信建投证券 李永磊 华夏未来资本 王雁冰 | | | | | | | 时间 | 2016 年 1 月 29 日 | | | 地点 | 公司第四会议室 | | | 上市公司接待人 | 董事会秘书：韩邦友 | | | 员姓名 | 证券事务代表：赵敏 | | | 投资者关系活动 | 1 | 、请介绍一下公司的基本情况。 | | 主要内容介 ...

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：201605 | --- | --- | --- | |----------------|------------------------|----------------------------------------------------------| | | ■ | 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 | | | | □ 新闻发布会 □路演活动 | | | 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 | 招商证券 李勇剑 | | | 人员姓名 | 招商证券 李点典 | | | 时间 | 2016 年 9 月 7 | 日 13： 40-15：40 | | 地点 | 公司第二会议室 | | | 上市公司接待人 | 董事会秘书 韩邦友 | | | 员姓名 | 证券事务代表 赵敏 | | | 投资者关系活动 | 1 | 、据了解一次性手套主要有乳胶手套、丁腈手套和 PVC | | 主要内容介绍 | 少？ | 手 ...

证券代码：002382 证券简称：蓝帆医疗 蓝帆医疗股份有限公司投资者关系活动记录表 编号：201604 | --- | --- | --- | |----------------|------------------------|----------------------------------------------------------| | | ■ | 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 | | | □ 新闻发布会 □路演活动 | | | 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 | 国泰君安证券 陈宏亮 | | | 人员姓名 | | | | 时间 | 2016 年 9 月 6 | 日 10： 15-12：10 | | 地点 | 公司第二会议室 | | | 上市公司接待人 | 董事会秘书 韩邦友 | | | 员姓名 | 证券事务代表 赵敏 | | | 投资者关系活动 | 1 | 、据了解一次性手套主要有乳胶手套、丁腈手套和 PVC | | 主要内容介绍 | 少？ | 手套，请问三种手 ...

Group 1: Product Segmentation and Market Share - The company's PVC gloves are primarily divided into medical-grade and non-medical-grade, with medical-grade gloves accounting for approximately 90% of total production capacity [2] - The global demand for nitrile and latex gloves in 2016 was 21.22 billion units, with market shares being relatively similar among the three types of gloves: latex, nitrile, and PVC [3] Group 2: Sales and Distribution - About 95% of the company's products are exported, mainly to the United States, Europe, and Japan, while domestic sales account for around 5% [3] - The company primarily sells internationally through distributors or intermediaries, while domestic sales are conducted through both distributors and direct sales [3] Group 3: Competition and Market Position - The main competitors for the company's PVC gloves in the domestic market include Shijiazhuang Hongrui Group, Zhonghong Pulin Group, and Yinke Medical [4] Group 4: Financial Performance and Growth - The company's gross profit margin has been increasing in recent years due to a decline in raw material prices, exchange gains from the depreciation of the RMB against the USD, and automation upgrades [4] - The nitrile glove project is expected to have a total construction period of 2 years, with phase one aiming for an annual production of 2 billion units, projected to start trial operations in June 2017, and phase two targeting 4 billion units, expected to start in June 2018 [4] Group 5: Future Plans and Environmental Considerations - The company currently has no plans for expanding PVC glove production lines, focusing instead on technological upgrades and modifications [4] - Environmental regulations are expected to have a significant impact on the industry, and the company is investing in environmental technology upgrades, including smoke treatment projects [5] - The company is shifting its focus towards the medical health and health protection sectors, with the establishment of the Blue Fan Giant Fund for mergers and acquisitions [4]