Group 1: Company Development and Strategy - The company has outlined a diversified development plan focusing on core business while exploring new areas such as environmental protection, new materials, and finance [1] - The diversification strategy includes investments in the lithium battery industry, with Ningbo Shijie as a key focus, aiming for significant market competitiveness and potential future IPO [2] Group 2: Foreign Trade and Brand Development - The foreign trade business is steadily growing, with an optimized client structure and improved product development capabilities, highlighted by positive feedback from international designers at the Premiere Vision exhibition [2] - The domestic brand project is progressing well, with the "Daisa" brand experiencing growth in store scale and sales revenue, while the "Jinsanta" brand continues to expand primarily online [3] Group 3: Financial Performance and Assets - The small loan company established by the firm has shown good operational performance, generating over 20 million in profit in its first complete accounting year, gaining recognition in the microfinance sector [3] - The company holds over 800 acres of land, primarily in the Jiaxin Silk Industrial Park and old factory areas, which has appreciated significantly due to long-term ownership [3]

Group 1: Market Overview - The cocoon silk market was established in 1993 and is the most influential market in the industry [1] - The market serves as China's trading, pricing, information, and logistics center for cocoon silk [2] - The "Jiaxing Index" formed through various trading methods on the market's internet platform is a barometer for international silk prices [2] Group 2: Future Development Directions - The market plans to diversify trading varieties, including silk cotton sheets and fabrics, to enhance trading scale [2] - Progress has been made in upgrading the trading system and establishing new product standards [2] - The market aims to leverage its qualifications as a bulk commodity settlement company to provide settlement services for other textile industry commodities [2] Group 3: Financing Services - The market possesses strong pricing and evaluation capabilities for cocoon silk products, which helps mitigate pledge risks [3] - It has a well-established logistics and warehousing system that reduces pledge risks [3] - The market's experience in bulk commodity settlement and mature internet technology supports a closed-loop service for trading, settlement, and delivery [3] Group 4: Market Statistics - Currently, there are about 200 member units and approximately 130 on-site enterprises in the cocoon silk market, primarily from Jiangsu, Zhejiang, Shanghai, Guangdong, and Shandong [4] - The transaction volume on the Jin Can Network last year was around 8 billion yuan [4] - The national production of dry cocoons is approximately 240,000 tons, with raw silk production around 90,000 tons, and the total output value is about 60 billion yuan [4] - The demand for silk has remained stable, indicating significant potential in the domestic market [4]

Group 1: Company Strategy and Development - The company's future development strategy focuses on "modern service industry as the leader, with real industry as the foundation, diversified layout, and specialized operation" for the next three years [1] - The company has a high proportion of foreign trade, and the depreciation of the RMB has positively impacted its foreign trade business in the first half of the year [2] Group 2: Impact of External Factors - The company has a long industrial chain that mitigates the impact of rising raw material prices through upstream and downstream product connections [2] - The overall effect of rising raw material prices on the company's performance is limited due to effective communication with customers and adjustments in product composition [2] Group 3: Brand and Asset Management - The "Jin San Ta" brand primarily operates online and has maintained rapid growth in recent years, while the "Dai Sha" brand is steadily developing offline with expanding influence [2] - The company has approximately 35,000 square meters of property for lease and sale, with significant appreciation in land value for its old factory area and industrial park [2] Group 4: Investment Considerations - The investment in Ningbo Shijie New Energy is driven by a strong technical team and significant potential for product development and capacity expansion, with a possibility of going public when the timing is right [2]

附件二：投资者关系活动记录表格式 证券代码： 002404 证券简称：嘉欣丝绸 浙江嘉欣丝绸股份有限公司投资者关系活动记录表 编号：2015008 | --- | --- | --- | --- | |----------------|--------------------------|------------------------------------------------------|-------| | | | | | | 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 | | | | ■ 现场调研 | | | | | □ | 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | | 上海盛宇股权投资基金管理有限公司 石先志 | | | 人员姓名 | | | | | 时间 | 2015 年 11 月 13 | 日 | | | 地点 | 公司会议室 | | | | 上市公司接待人 | 董事会秘书 郑 晓 | | | | 员姓名 | 证券事务代表 李超凡 | | | | 投 ...

附件二：投资者关系活动记录表格式 证券代码： 002404 证券简称：嘉欣丝绸 浙江嘉欣丝绸股份有限公司投资者关系活动记录表 编号：2015009 | --- | --- | --- | |----------------|---------------------------------|------------------------------------------------------| | | | | | 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 | | | ■ 现场调研 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国金证券股份有限公司 姚咏絮 | | | 人员姓名 | 上海正享投资管理有限公司 徐文广 | | | 时间 | 2015 年 11 月 17 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书郑晓 | | | 员姓名 | 证券事务代表 李超凡 | | | 投资者关系活动 | | 调研公司发展和行业情况 ...