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]

证券代码：002382 证券简称：蓝帆医疗 编号：201608 蓝帆医疗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 | | | | □ 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） | | | 东吴证券 张智聪 | | | 参与单位名称及 人员姓名 | 东吴证券 史斯玮 | | | | 东吴证券 洪 阳 | | | 时间 | 2016 年 11 月 02 | 日 13： 50-15：00 | | 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 | 、我们了解到，近几年公司的毛利率一直在上 ...

证券代码：002382 证券简称：蓝帆医疗 编号：201607 蓝帆医疗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 | | | □ 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 | 新华基金 陈 谦 | | | | 东方证券 郭 哲 | | | 时间 | 2016 年 11 月 01 | 日 14：00-15：50 | | 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 | 、请问公司第三季度净利润出现下降的原因是什么？ | | ...

Group 1: Market Overview - The company's PVC glove production capacity is approximately 15 billion pieces per year, with over 90% exported mainly to the US, Europe, and Japan, where demand is stable and growing annually [2] - Domestic sales account for about 7% of total sales, indicating significant growth potential in the domestic market [2] Group 2: Sales Strategy - The company primarily sells products abroad through distributors or intermediaries, while in the domestic market, it utilizes both distributors and direct sales [3] - The lack of strict regulations in the domestic market has limited sales, but the company aims to cultivate consumer habits to expand its domestic market presence [3] Group 3: Financial Performance - The increase in gross margin in the first quarter is attributed to stable raw material prices and a rise in product prices [3] Group 4: Raw Materials and Environmental Impact - The main raw materials for glove production are PVC resin and plasticizers, sourced partly from related parties and other manufacturers [3] - In 2016, the company invested CNY 25.2965 million in environmental projects, achieving cost savings of CNY 12 million through advanced technology for gas recovery and reuse [4] Group 5: Product Development - The nitrile glove project is expected to have a total construction cycle of 2 years, with the first phase producing 2 billion pieces annually, projected to start trial operations in June 2017 [4] - The second phase aims for an annual production of 4 billion pieces, with a tentative start in June 2018, contingent on market demand and operational assessments [4] Group 6: Competitive Landscape - Major competitors in the PVC glove market include Shijiazhuang Hongrui Group, Zhonghong Plas Group, and YINGKE Medical [3] - The company's competitive advantages lie in brand strength, sales channel development, automation advancements, and management team effectiveness [3] Group 7: Future Plans - The company does not plan to expand PVC glove production lines in the near term but will focus on technological upgrades [5] - Future development will pivot towards the medical health and health protection sectors [5] Group 8: M&A Fund - The M&A fund, established in August 2016, has a total scale of CNY 500 million, with the company contributing CNY 175 million and the rest raised by fund managers [6] - The fund's duration is 5 years, extendable by 1 year, focusing on acquisitions in the medical health and health protection sectors [6]

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：201704 | --- | --- | --- | |-----------------------|--------------------------------------|----------------------------------------------------------| | | ■ | 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 | 鸿基民间资本 李亚楠 | | | 人员姓名 | 鸿基民间资本 张 勇 | | | 时间 | 2017 年 5 月 5 | 日 15： 00-15：30 | | 地点 | 公司第四会议室 | | | | | | | 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 | 1 | 、请问公司丁腈手套项目一期今年 6 月份能 ...

证券代码：002382 证券简称：蓝帆医疗 编号：201703 蓝帆医疗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 | | | | □ 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 | 瀚伦投资 黄志青 | | | 人员姓名 | | | | 时间 地点 | 2017 年 3 月 9 公司第二会议室 | 日 9： 10-10：10 | | 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 | 、请介绍一下公司所属行业的基本情况。 | | 主要内容介绍 | | 答复要点：公司所属的是一次性手 ...

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：201701 | --- | --- | --- | |----------------|----------------------------|-----------------------------------------------------------| | | ■ | 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 | 平安证券 缴文超 | | | 人员姓名 | 平安证券 王 伟 | | | 时间 | 2017 年 1 月 10 | 日 13： 50-14：30 | | 地点 | 公司第三会议室 | | | 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 | 、请介绍一下公司未来三年的发展规划。 | | 主要内容介绍 | | 答复要点：公 ...

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：201702 | --- | --- | --- | |----------------|-----------------------------------------|--------------------------------------------------------| | | ■ | 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 地点 | 2017 年 3 月 2 公司第二会议室 | 日 9： 35-11：10 | | 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 | 、请问原材料价格上涨对公司业绩有什么影响？ | | 主要内容介绍 | | 答复要点：现在原材料价格 ...

编号：201802 证券代码：002382 证券简称：蓝帆医疗 | --- | --- | --- | |-------------------------|-----------------------------------|-----------------------------------------------------------| | | ■ | 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 人员姓名 | | 国信证券：谢长雁先生、宣潇君先生 | | 时间 | 2018 年 3 月 8 | 日 9： 00-10：50 | | 地点 | 公司第一会议室 | | | | | | | 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 证券管理员 许珂 | | | 投资者关系活动 | 1 | 、请介绍一下公司所属行业的基本情况。 | | 主要内容介绍 | | 答复要点： ...

Group 1: Company Overview - The company's production capacity is approximately 15 billion gloves per year, and it holds a leading position in the PVC glove industry [2] - About 90% of the company's products are exported, primarily to the US, Europe, and Japan, while domestic sales account for around 10% [2] Group 2: Market Conditions - In 2017, the domestic PVC glove market experienced a supply shortage, which is expected to ease in 2018 [3] - The depreciation of the US dollar has some impact on the company, but it mitigates risks through financial derivatives and dollar-denominated raw material purchases [3] Group 3: Product Development - The first phase of the nitrile glove project, with a capacity of 2 billion gloves per year, was completed in June 2017, and the second phase is under construction [3] - Sales volume declined in 2017 due to the dismantling of some PVC production lines for the nitrile project and upgrades to existing lines [3] Group 4: Profitability and Strategy - Nitrile gloves have a higher profit margin compared to PVC gloves and are mainly used in the medical field [4] - The company has no immediate plans to expand PVC glove production but focuses on technological upgrades [4] - Future plans include expanding into high-value medical consumables through acquisitions and industry upgrades [4] Group 5: Environmental Impact - Increased environmental protection efforts may restrict non-compliant manufacturers, potentially raising PVC glove prices [4] - The environmental regulations are expected to strengthen further in 2018 [4] Group 6: Business Adjustments - The company decided to divest its blood purification business due to unmet expectations for policy support and limited growth prospects [5] - The acquisition of Bosheng International, a leading heart stent manufacturer, aims to enhance the company's position in the medical health sector [5] Group 7: Financial Performance - The company plans to continue cash dividends based on its development and funding needs, maintaining a commitment to rewarding shareholders [6]