证券代码：002448 证券简称：中原内配 编号：2014-09 河南省中原内配股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------------|---------------------------------------------------------------| | 投资者关系活 \n动类别 | 特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 | □其他 （请文字说明其他活动内容） | | | 国都证券有限责任公司 | 曹宇宁 | | | 东兴证券股份有限公司 | 张洪磊 | | 参与单位名称 | 长盛基金管理有限公司 | 王丽媛 | | 及人员姓名 | 华商基金管理有限公司 | 吴凯 | | | 广发基金管理有限公司 | 廖一专 | | 时间 | 2014 年 9 月 10 日 17 ： | 00 — 19 ： ...

证券代码：002448 证券简称：中原内配 参与单位名称 中原内配集团股份有限公司投资者关系活动记录表 编号：2015-01 | --- | --- | --- | |--------------|-----------------------|------------------------------------| | | 特定对象调研 | □分析师会议 | | 投资者关系活 | □媒体采访 □业绩说明会 | | | 动类别 | □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） | 及人员姓名 上海同亿富利投资管理有限公司 马骅 | --- | --- | |-----------------------|---------------------------------------------------------------------------| | 时间 | 2015 年 8 月 19 日 10 ： 30 — 12 ： 00 | | 地点 | 中原内配集团股份有限公司证券部会议室 | | 上市公司接待 人员姓名 | 刘向宁 朱会珍 | | | 1 、 ...

Group 1: Company Development Strategy - The company aims to maintain a "professional and international" development goal, focusing on high-quality cylinder sleeve products while gradually promoting modular supply of products [2] - Strategic partnerships have been established with companies like GKN and Lingdong Feiyang to enhance market reach and capabilities [2] - The company is preparing to establish an intelligent equipment company to leverage existing technologies and resources [3] Group 2: Sales Performance - In the first half of 2015, domestic and international sales reached CNY 291.81 million and CNY 299.80 million, accounting for 49.32% and 51.28% of total revenue, respectively [3] - Gross profit margins for domestic and international sales were 35.92% and 37.10%, showing increases of 0.84 and 4.84 percentage points compared to the previous year [3] Group 3: Market Challenges and Responses - The automotive parts industry faces pressure from a sluggish vehicle market, necessitating resource integration and industry chain expansion [3] - Collaboration with Lingdong Feiyang in the ADAS field is a key step in the company's strategic transformation, enhancing its competitive edge [3] Group 4: Product Development and Quality Management - The company plans to extend its product chain to include core internal combustion engine components such as cylinder sleeves, bearings, pistons, piston rings, and piston pins [4] - Measures to ensure performance targets include prioritizing quality, advancing lean production, controlling raw material costs, and enhancing basic research for technological leadership [4]

Group 1: Company Overview - Zhongyuan Neipei Group Co., Ltd. specializes in the production of cylinder liners used in various vehicles and machinery, including passenger cars, commercial vehicles, and agricultural machinery [1] - The company has over 120 high-precision production lines with an annual capacity of 45 million units [1] Group 2: Competitive Advantages - The company possesses a cost advantage and superior technical service and quality stability compared to competitors like Mahle and Federal-Mogul [2] - As the largest professional cylinder liner manufacturer globally, the company maintains a significant competitive edge in the market [2] Group 3: Investment and Development Plans - The investment in Huayuan Hengdao is aimed at leveraging its investment management capabilities for reasonable returns, positively impacting the company's financial status [2] - The company is responding to the "Made in China 2025" strategy by focusing on Industry 4.0 technologies to enhance its competitiveness and expand its development space [2] Group 4: Future Development Strategy - Future plans include modular supply of key components such as cylinder liners and pistons, focusing on intelligent manufacturing and high-end equipment manufacturing [3] - The company aims to diversify into new industries while extending its supply chain in the automotive aftermarket [3]

证券代码：002448 证券简称：中原内配 参与单位名称 及人员姓名 国金证券股份有限公司 吴文钊 河南省中原内配股份有限公司投资者关系活动记录表 编号：2014-12 | --- | --- | --- | |--------------|-----------------------|------------------------------------| | | | 特定对象调研 □分析师会议 | | 投资者关系活 | □媒体采访 □业绩说明会 | | | 动类别 | □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） | | --- | --- | |-----------------------|----------------------------------------------------------------------| | 时间 | 2014 年 12 月 11 日 10 ： 00 — 16 ： 00 | | 地点 | 河南省中原内配股份有限公司证券部接待室 | | 上市公司接待 人员姓名 | 刘向宁 朱会珍 | | | 上午，在工作人员 ...

Group 1: Financial Performance - The company's gross profit margin is higher than the industry average due to stable revenue growth and lower raw material costs, which account for over 50% of the main business costs [2] - In 2014, the subsidiary Zhongyuan Jikean achieved operating revenue of 156.92 million yuan, a year-on-year increase of 24.54% [3] - The net profit for Zhongyuan Jikean reached 16.62 million yuan, reflecting a year-on-year growth of 63.42% [4] Group 2: Market Position and Strategy - The company is the only specialized cylinder sleeve supplier in China with an annual production capacity exceeding 40 million units, maintaining a competitive edge through quality and technology [2] - The domestic market share is approximately 40%, while the global market share is around 10% [3] - The market structure remains stable, with a ratio of 80:20 between original equipment manufacturing and aftermarket services [3] Group 3: Future Outlook - The company expects to achieve profitability for Anhui Huizhong by 2015, following the integration of resources after acquiring a 70% stake [3] - The development of LNG vehicles is not anticipated to negatively impact the company, as they still require engine components like cylinder sleeves [3]

证券代码：002448 证券简称：中原内配 中原内配集团股份有限公司投资者关系活动记录表 编号：2015-03 | --- | --- | --- | |-------------------------|----------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | 特定对象调研 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 | □分析师会议 \n□其他 （请文字说明其他活动内容） | | 参与单位名称 及人员姓名 | 长江证券股份有限公司 | 高伊楠 | | 时间 | 2015 年 12 月 10 日 14 ： | 00 — 16 ： 00 | | 地点 | 中原内配集团股份有限公司证券部会议室 | | | ...

证券代码：002448 证券简称：中原内配 编号：2016-02 中原内配集团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 | □媒体采访 □业绩说明会 | | | 动类别 | □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 | 方正证券股份有限公司 | 于特 白宇 | | 及人员姓名 | | | | 时间 | 2016年1月14 日 13： | 30 — 15：30 | | 地点 | | 中原内配集团股份有限公司证券部会议室 | | 上市公司接待 人员姓名 | 刘向宁 朱会珍 | | | | | 在工作人员的陪同下，调研人员先后参观了公司产品展厅、工 | | ...