编号：RTIR-2018-015 证券代码：002440 证券简称：闰土股份 | --- | --- | --- | |-------------------------|--------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | ...

证券代码：002440 证券简称：闰土股份 浙江闰土股份有限公司投资者关系活动记录表 编号：RTIR-2018-014 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------------| | | | | | 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 | | 申万宏源（沈衡），兴业证券资管（黄晓峰），苏州云阳宜品 | | 人员姓名 | | 投资（刘江山），中信建投（邓胜），中泰证券（刘强）， | | | | 浙江宝基（王一虎），中国民生信托（罗世超），财通证券 | | | | （赵新裕），元葵资产（朱寅），中信证券（邱颖），上海 | | | | 济海投资（丛金宇），亚商资管（陈一義），兴业证券（王云 | | | 骢），太平洋证 ...

证券代码：002440 证券简称：闰土股份 编号：RTIR-2018-017 浙江闰土股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------|---------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Performance - In the first half of 2018, the company achieved operating revenue of 3.41 billion CNY, a year-on-year increase of 16.33% [2] - The net profit attributable to shareholders was 706 million CNY, representing a significant year-on-year growth of 75.73%, primarily due to the increase in dye product prices [3] - The company expects net profit attributable to shareholders for the first nine months of 2018 to be approximately 1.0 to 1.1 billion CNY [3] Group 2: Market Situation - China accounts for approximately 60%-70% of global dye production, with three major companies (Zhejiang Longsheng, Runtu Co., and Jihua Group) holding about 70%-75% of the domestic market share [3] - The dye industry exhibits an oligopolistic competition structure, with high market concentration and stable demand [3] Group 3: Price Trends - Currently, disperse dye prices are stable, while reactive dye prices have decreased due to falling prices of related intermediates [3] - The demand for dyes is expected to increase as the downstream printing and dyeing industry enters its traditional peak season [3] Group 4: Production and Environmental Compliance - Three subsidiaries in Jiangsu remain suspended due to local government environmental rectification actions since late April [3] - The subsidiaries have submitted reports for resumption of production after addressing issues in compliance with national environmental laws and regulations [3] Group 5: Industry Environmental Trends - The environmental situation in the dye industry is expected to continue tightening, with pollution prevention being a key focus of China's economic policy [3] - Major enterprises in the industry are beginning to benefit from environmental compliance due to their significant investments in environmental protection [3]

编号：RTIR-2018-023 1 证券代码：002440 证券简称：闰土股份 浙江闰土股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------|---------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002440 证券简称：闰土股份 编号：RTIR-2018-016 1 浙江闰土股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 券商交流会 | | ...

证券代码：002440 证券简称：闰土股份 编号：RTIR-2018-022 | --- | --- | --- | |-------------------|-----------------------------|------------------------------------------------------| | | | | | 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 长江证券秋季策略会 | | | 参与单位名称及 | 长江证券秋季策略会 | | | 人员姓名 | 交流嘉宾： | | | | 黄恂怡 ( | 国泰君安资管)，陈琛(安信基金 )，毛健( 星石投资)， | | | 李妤(汐泰投资 ) | ，李广瑜(凯石基金)，李亚明(招商证券自营 | | | | 部)，刘腾尧(东方基金)，陈益(太平资产 )，田蓓( 友邦资 | | | 管)，林盈文 (善渊) | ，张晓辉 ( 太保资产)，季亮(上海森锦投资 | | | 管理有限公司 ) ...

编号：RTIR-2018-020 证券代码：002440 证券简称：闰土股份 浙江闰土股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------|--------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------| | | | | | 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 广发证券化工产业论坛暨上市公司交流会 | | 参与单位名称及 | 广发证券 (郭敏) | 、上海防御投资（吴君）、上海途圣资产管理 | | 人员姓名 | 超）、 | 公司（廖喆）、兴业证券资产管理（卓佳亮）、同德资本（李 | | ...

Group 1: Company Performance - The net profit attributable to the parent company for the first half of 2018 is estimated to be between 550 million to 700 million RMB [1] - The company has a dispersed dye production capacity of 110,000 tons and an active dye production capacity of 60,000 tons [2] - The company’s dye production and sales volume saw significant growth last year [2] Group 2: Market Overview - China accounts for approximately 60%-70% of the global dye production market [1] - The domestic dye market is highly concentrated, with three major companies (Zhejiang Longsheng, Runtou Co., and Jihua Group) holding about 70% of the market share [1] - The current price for disperse dyes ranges from 43,000 to 45,000 RMB per ton, while active dye prices have significantly increased to 48,000 RMB per ton due to shortages of related intermediates [2] Group 3: Industry Trends - The dye industry is experiencing a trend of consolidation as smaller capacities exit the market due to stricter environmental regulations [2] - The environmental situation in the dye industry is expected to become increasingly stringent, benefiting leading companies that have made significant investments in environmental protection [2] - The central government's environmental inspection teams are actively monitoring compliance in various provinces [2]

证券代码：002440 证券简称：闰土股份 编号：RTIR-2018-018 浙江闰土股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-------------------|----------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | 投资者关系活动 | □ | 特定对象调研 ...