Group 1: Company Overview and Business Strategy - Zhejiang Kangsong Co., Ltd. is focusing on transforming from a single home appliance component business to a dual model of home appliance and new energy vehicle (NEV) components [1][4]. - The company aims to maintain stable growth in its core home appliance business while actively developing the NEV sector, creating a diversified industrial development model [5]. Group 2: Key Clients and Market Position - The three acquired NEV component companies primarily serve clients such as Zhongzhi New Energy Automobile Co., Ltd., Wulong Electric Vehicle Group Co., Ltd., and others [2]. - Kangsong is a leading enterprise in the home appliance refrigeration pipe industry, with significant market shares in components like condensers [4]. Group 3: Financial Performance and Future Plans - The company is confident in achieving the performance commitments of the three acquired automotive parts companies and the financing leasing company [5]. - Future plans include a potential acquisition of Zhongzhi New Energy Automobile, contingent on specific performance metrics being met [6]. Group 4: Industry Trends and Development Goals - Zhongzhi's strategic planning emphasizes quality, specialization, expansion, and technological advancement in the NEV sector [2][3]. - The company is committed to establishing a full industrial chain layout from component manufacturing to sales and leasing services in the NEV market [3].

Group 1: Market Position and Product Performance - The company holds a leading position in the refrigeration pipe industry, with a market share of over 30% in the refrigerator steel pipe market and over 50% in the condenser pipe market, ranking first in both production and sales [3] - The "aluminum replacing copper" project for air conditioning has shown growth in production and sales, contributing to new profit growth points for the company [3] Group 2: Financial Performance - The net profit attributable to the parent company for Q3 2015 was 68 million yuan, with an expected annual net profit ranging from 80 million to 110 million yuan, marking a turnaround from previous losses [4] - The improvement in financial performance is attributed to strict control of expenses and the acquisition of new energy vehicle parts, which has significantly increased profits [4] Group 3: Strategic Investments and Future Plans - The company is optimistic about the future market prospects of "aluminum replacing copper" products, with a focus on expanding into various air conditioning applications [5] - The acquisition of three new energy vehicle parts companies aims to optimize asset structure and enhance core competitiveness, while maintaining stable growth in the main business [6][7] Group 4: Stock and Investor Relations - The company's stock price is influenced by market conditions, and it aims to create greater value for shareholders through continuous efforts [5] - The strategic investment by Zhongzhi is based on confidence in the company's development prospects and will not lead to changes in actual control [5]

Group 1: Company Performance - In 2015, the company effectively controlled manufacturing costs in the home appliance parts sector, leading to improved product gross margins and profitability in this segment [3] - The market share for refrigerator refrigerant steel pipes exceeds 30%, with the market share for condenser pipes exceeding 50%, ranking first in the industry for both production and sales [3] Group 2: Strategic Development - The core development strategy is "transformation and upgrading, integration of industry and finance," transitioning from a single focus on refrigeration appliance parts to a dual model of refrigeration appliance parts and new energy vehicle (NEV) business [3] - The company has successfully acquired three NEV component companies and one financing leasing company, with all four companies meeting performance commitments during the reporting period [4] Group 3: Financing and Leasing Operations - The registered capital of the financing leasing company, 富嘉租赁, is $50 million, which supports its business operations through self-funding and financing from various financial institutions [4] - 富嘉租赁 primarily adopts a sale-leaseback model to mitigate operational risks, with plans to expand into direct leasing and other types of leasing based on customer needs [4]

证券代码：002418 证券简称：康盛股份 编号：2016-011 | --- | --- | --- | |-----------------------|----------------------------|--------------------------------------------------------| | | | | | 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 （投资者接待日） | | | 参与单位名称及 | | 国海证券电力设备新能源行业研究员边文娇、太平洋证券新能 | | 人员姓名 | | 源研究员张文臣、太平洋证券汽车行业研究员方杰 | | 时间 | 2016 年 11 月 8 | 日下午 14:00 到 16:00 | | 地点 | 浙江康盛股份有限公司会议室 | | | 上市公司接待人 员姓名 | | 董事会秘书毛泽璋、证券事务代表王丽娜 | | 投资者关系活动 | | 与会调研人员就公司家电产品制冷管业务经营情况 ...

Group 1: Company Strategy and Market Position - The company is a leading player in the home appliance refrigeration pipe industry, with significant market share in components like condensers. A stable development strategy is essential due to the low profit margins in the current market [2] - The core development strategy focuses on "transformation and upgrading, integration of production and finance," transitioning from a single focus on refrigeration components to a dual focus on refrigeration and new energy vehicle components [2] - The company plans to leverage its expertise in new energy vehicle key components to provide financial support through leasing, effectively combining industrial production with modern financial services [2] Group 2: Product Innovations - The "aluminum instead of copper" product line significantly reduces material and processing costs, enhancing the efficiency of air conditioning refrigeration systems through innovative structural changes [3] - The new aluminum alloy air conditioning pipe system offers advantages such as improved heat exchange efficiency, superior corrosion resistance, and better environmental sustainability [3] Group 3: Financial Performance and Projections - The company’s subsidiary, Fujia Financing Leasing Co., is expected to contribute significantly to profits through traditional leasing services and will expand into the new energy vehicle sales sector [4] - The company has established a merger fund aimed at investing in projects aligned with national industrial policies and the new energy sector, enhancing its industrial chain [4] - As of January 6, 2016, the employee stock ownership plan acquired 3,942,794 shares, representing 1.04% of the total share capital, at an average price of approximately RMB 35.43 per share [5] Group 4: Future Plans and Commitments - The company is committed to maintaining control over Zhongzhi New Energy Vehicle Co. for 36 months post-agreement, with plans to transfer shares based on specific performance metrics [6] - Fujia Financing Leasing Co. is expected to meet its performance commitments, with net profits projected at RMB 70 million, RMB 100 million, and RMB 140 million for 2015, 2016, and 2017, respectively [7]

证券代码：002418 证券简称：康盛股份 编号：2016-012 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | 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 （投资者接待日） | | | 参与单位名称及 | 天风证券：崔琰、张程航、吴用 | | | 人员姓名 | 东北证券：王建伟 | | | | 国金证券：张帅 | | | | 浙商证券：刘正、谭啸风 | | | | 国泰君安：邱子良 | | | | | | | 时间 | 2016 年 11 月 12 | 日上午 8:30 到 10:00 | | 地点 | 浙江康盛股份有限公司会议室 | | | 上市公司接待人 员姓名 | | 董事长陈汉康、董事会秘书毛泽璋 | | 投 ...

Group 1: Business Transition and Strategy - The company is transitioning from a focus on home appliance components to the new energy vehicle (NEV) sector, driven by low profit margins in traditional appliance parts and the need for sustainable growth [2] - The core development strategy is "transformation and upgrading, integration of production and finance," aiming to diversify into both home appliance and NEV components [2] - The company plans to enhance its core competitiveness and operational capacity through acquisitions and restructuring in the NEV parts industry [4] Group 2: Product Innovations and Advantages - The "aluminum instead of copper" product line significantly reduces material and processing costs, improving heat exchange efficiency and corrosion resistance [3] - The new product structure features a flat, thin, and porous parallel flow design, representing a technological upgrade over traditional copper systems [3] Group 3: Clientele and Market Position - The acquired NEV parts companies primarily serve clients such as Zhongzhi New Energy Automobile Co., Ltd., and Dongfeng Motor Corporation, among others [4] - The company aims to optimize its asset structure and enhance profitability through strategic acquisitions in the NEV sector [4] Group 4: Future Acquisition Plans - The company does not rule out future acquisitions of high-quality assets that align with its development needs in the NEV sector [4] - Current investments include stakes in hydrogen fuel cell producers and battery management system developers, preparing for future growth [4]

Group 1: Financial Performance and Impact - The company has clarified that if the bad debt provision for renewable energy subsidies is recovered later, it will use retrospective restatement to adjust previous years' profits, ensuring no significant fluctuations in performance [3] - The company reported a total sales volume of 1.256 million new energy vehicles in 2018, indicating rapid growth in the domestic market [4] Group 2: Strategic Initiatives - The company aims to alleviate tight liquidity by enhancing financing efforts, including communication with banks for new credit lines and improving internal budget and accounts receivable management [3] - The strategic focus is on stabilizing the home appliance sector while strengthening the automotive sector, with plans for mergers and acquisitions to expand into the new energy vehicle market [3] Group 3: Market Trends and Future Outlook - The global new energy vehicle market is projected to reach 5 million units by 2020 and 12 million units by 2025, with a compound annual growth rate of 27.4% from 2018 to 2025 [4] - The trend towards energy-efficient, environmentally friendly, and smart home appliances is becoming increasingly prominent, with new energy appliances like solar air conditioners and refrigerators gaining market traction [4]

Group 1: Company Performance and Stock Status - The company has applied to the Shenzhen Stock Exchange to revoke the delisting risk warning, pending approval [1] - As of April 30, 2021, the number of shareholders was 27,887 [1] - The company has been actively preparing responses to the annual report inquiry from the Shenzhen Stock Exchange [2] Group 2: Business Strategy and Development - The company is focusing on the development of new energy logistics vehicles and is seeking partnerships with domestic logistics vehicle operators [2] - The company is actively pursuing business transformation and upgrading, particularly in the commercial vehicle sector [2] - The company has been engaged in the research, production, and sales of fuel cell and hydrogen fuel vehicles, with successful operations in cities like Foshan and Chengdu [2] Group 3: Market Orders and Future Expectations - As of the end of April 2021, the company has completed some orders, with bus orders typically concentrated in the second half of the year [3] - The company is tracking hydrogen energy vehicle orders in major regions like Chengdu and Shanxi [3] - The company is optimistic about the performance of new energy vehicles and is negotiating bus orders in target markets [4] Group 4: Financial and Investment Insights - The company has established an investment company in Ningbo to enhance research and investment in quality industry targets [4] - The company is exploring strategic partnerships to leverage brand and resource advantages for market expansion [4] - The company sold 366 new energy vehicles last year [7]

浙江康盛股份有限公司 投资者关系活动记录表 证券代码：002418 证券简称：康盛股份 浙江康盛股份有限公司 投资者关系活动记录表 编号：2022-001 | --- | --- | --- | --- | |------------------------|-----------------------------------|-------|------------------------------------------------------| | | | | | | | □ 特定对象调研 | □ | 分析师会议 | | | □ 媒体采访 | | 业绩说明会 | | 投资者关系活动类别 | □ 新闻发布会 | □ | 路演活动 | | | □ 现场参观 | | | | | □ 其他 | | | | | | | 董事长兼总经理：王亚骏先生（同时代行董事会秘书职责） | | 活动参与人员 | 董事兼财务总监：都巍先生 | | | | | 独立董事：李在军先生 | | | | | 参与公司 2021 | | 年度网上业绩说明会的投资者 | | 时间 | 2022 年 05 月 18 日下午 | | 15: ...