证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司 投资者关系活动记录表 编号：2015-002 | --- | --- | --- | |----------------|-----------------------------|--------------------------------------------------------| | | | | | | √ 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 | □ 新闻发布会 | □ 路演活动 | | 类别 | □ 现场参观 | □ 一对一沟通 | | | □ 其他 （ ） | | | 参与单位名称及 | 西部证券股份有限公司 谢裕青 | | | 人员姓名 | | | | 时间 | 2015 年 9 月 7 日 | | | 地点 | 公司会议室 | | | 公司接待人员 | 证券事务代表：杨春菊 | | | 投资者关系活动 | 1 | 、复合肥行业现状及未来的发展方向？ | | 主要内容介绍 | 答：我国每年消费化肥 | 5700 万吨（折纯）左右，实物 | | | ...

Group 1: Market Overview - The annual consumption of chemical fertilizers in China is approximately 57 million tons (pure), with a physical volume of 150 million tons, and the compound fertilizer rate is only over 30%, indicating significant room for growth compared to developed countries [3] - The market demand for nitrate compound fertilizers is estimated at 30 million tons, with current production capacity at 5 million tons and an additional 10 million tons under construction, highlighting a substantial market gap [5] - The area of integrated water and fertilizer application in China has reached 31 million acres, with a target of over 80 million acres by 2015, creating vast development space for water-soluble fertilizers [6] Group 2: Company Marketing Strategy - The company's marketing model is characterized by five advantages: brand strength, product differentiation, channel diversity, supply chain efficiency, and superior service [4] - The company emphasizes "consultative marketing" to enhance farmer income through services like trial demonstrations and integrated water and fertilizer solutions, focusing on nurturing core customers and distributors [4][7] Group 3: Product Development and Future Plans - The company has maintained rapid growth due to its focus on R&D and product innovation, particularly in specialized fertilizers like controlled-release fertilizers and nitrate fertilizers [7] - Future plans include transitioning from a production-oriented company to a platform-based enterprise, aiming to establish a leading position in production scale, technology, market share, and service marketing [7]

Group 1: Industry Overview - China's annual fertilizer consumption is approximately 57 million tons (pure) and 1.5 billion tons (physical), making it a major fertilizer producer and consumer globally [2] - The average fertilizer application per acre in China exceeds that of developed countries, leading to soil issues such as severe acidification and compaction [3] - The utilization rate of fertilizers in China remains low, with a compound fertilizer rate of only over 30%, indicating significant room for improvement compared to developed nations [3] Group 2: Market Trends - The Ministry of Agriculture aims for zero growth in fertilizer usage by 2020, influenced by national policies and modernization in agriculture [3] - The market is shifting towards functional, efficient, differentiated, and eco-friendly fertilizers, with new types such as controlled-release fertilizers and organic-inorganic fertilizers gaining traction [4] Group 3: Nitrogen Compound Fertilizer Market - There are 700 million acres of arable land suitable for nitrogen compound fertilizers, with a market demand of 30 million tons [5] - Current production capacity for nitrogen compound fertilizers is 5 million tons, with an additional 10 million tons under construction, indicating a significant market opportunity [5] Group 4: Water-Soluble Fertilizer Demand - Domestic production of water-soluble fertilizers has increased from 30,000 tons in 2009 to over 200,000 tons by 2012, reflecting growing market demand [6] - The area for integrated water and fertilizer application is estimated at 31 million acres, with 26 million acres in field crops, indicating a broadening usage scope [6] Group 5: Company Marketing Strategy - The company's marketing strategy includes brand advantages, product differentiation, diversified sales channels, supply chain efficiency, and enhanced service offerings [6] - The transition from fertilizer manufacturer to comprehensive agricultural solution provider is emphasized, with a focus on professional products and technical services [4] Group 6: Impact of VAT on Business - The introduction of VAT is expected to standardize business operations, increase industry concentration, and accelerate the elimination of small capacities in the compound fertilizer sector [7] - The company has implemented a price adjustment for its products in response to VAT, leading to a significant increase in accounts receivable in the third quarter of 2015 [7] Group 7: Future Plans - The company aims to transition from a production-oriented enterprise to a platform-based company, focusing on technological innovation, service marketing, and human capital to establish a leading position in the industry [8]

Group 1: Industry Overview - China's annual fertilizer consumption is approximately 57 million tons (pure), with a total of 1.5 billion tons, making it a major global fertilizer producer and user [2][3] - The average fertilizer application per acre in China exceeds that of developed countries, leading to soil issues such as acidification and compaction [3] - The utilization rate of fertilizers in China remains low, with a compound fertilizer rate of only over 30%, indicating significant room for improvement compared to developed nations [3] Group 2: Market Trends - The Ministry of Agriculture aims for zero growth in fertilizer usage by 2020, influenced by national policies and advancements in agricultural modernization [3] - The shift in fertilizer structure is towards functional, efficient, differentiated, and eco-friendly products, with new types of fertilizers like controlled-release fertilizers and organic-inorganic fertilizers gaining traction [4] Group 3: Company Production Capacity - The company has production bases across multiple provinces, with a total annual fertilizer production capacity of 6.55 million tons, including 2.95 million tons of ordinary compound fertilizers and 1.8 million tons of controlled-release fertilizers [4] - The product range includes over 100 varieties across 12 categories, making it one of the most diverse fertilizer producers in China [4] Group 4: E-commerce Development - The "Agricultural Business No. 1" platform has been developed over six months, focusing on OTO operations, product organization, and offline channel establishment [5] - The platform aims to enhance customer experience and establish core business capabilities while controlling market expansion in 2016 [5] Group 5: Nitrogen Compound Fertilizer Market - The market demand for nitrogen compound fertilizers is estimated at 30 million tons, with suitable land for its use covering 700 million acres [6] - Current production capacity for nitrogen compound fertilizers is around 15 million tons, indicating a significant market gap [6] Group 6: Water-Fertilizer Integration - The integration of water and fertilizer is seen as a key technology for modern agriculture, with a target irrigation efficiency of 55% and a water-saving irrigation rate of 64% by 2020 [7] - The area under water-fertilizer integration is expected to increase by over 5.33 million hectares by 2020 [7] Group 7: Marketing Strategy - The company's marketing model emphasizes brand advantages, product differentiation, multi-channel sales, supply chain efficiency, and service enhancement [8] - The focus is on providing comprehensive solutions for crop production, thereby increasing farmer income and improving customer relationships [8] Group 8: Future Plans - The company aims to transition from a production-oriented enterprise to an innovative, service-oriented, platform-based, and international group, establishing itself as a leading provider of plant nutrition solutions [9]

证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司投资者关系活动记录表 编号：2017-002 | --- | --- | --- | |----------------|----------------------|----------------------------------------| | | | | | 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 （） | | | 参与单位名称及 | | 上海申银万国证券研究所有限公司：马昕晔 | | 人员姓名 | | 东方证券资产管理有限公司：王伟 | | | | 北京市星石投资管理有限公司：冯天成 | | | | 玮越达资产管理有限公司：陈玮 | | | | 天风证券股份有限公司：赵宗原 | | | | 兴业基金管理有限公司：杜培俊 | | | | 深圳朴素资本管理有限公司：周天宅 | | 时间 | 2017.2.15 | | | 地点 | 山东省临沭县兴大西街 | 19 号公司会 ...

证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | | | | 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 （） | | | 参与单位名称及 | 华创证券有限责任公司：陈凯茜 | | | 人员姓名 | | 中信建投证券股份有限公司：郑勇 | | 时间 | 2018.03.13 | | | 地点 | 山东省临沭县兴大西街 | 19 号公司会议室 | | 上市公司接待人 | 董事会秘书：崔彬 | | | 员姓名 | 证券事务代表：杨春菊 | | | 投资者关系活动 | 1 、参观公司展厅。 | | | 主要内容介绍 | | 2、公司的生产布局 ...

证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司投资者关系活动记录表 编号：2018-002 | --- | --- | --- | |----------------|------------|------------------------------------| | | | | | 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 （） | | | 参与单位名称及 | | 上投摩根基金管理有限公司：朱晓明 | | 人员姓名 | | 中银国际证券有限责任公司：王海涛 | | | | 华夏久盛资产管理有限责任公司：张健 | | | | 广发证券股份有限公司：王玉龙 | | | | 安信证券股份有限公司：姬静远 | | | | 宝盈基金管理有限公司：陈金伟 | | | | 上海六禾投资有限公司：陈信余 | | | | 东兴证券股份有限公司：张明烨 | | | | 汇丰普信基金管理有限公司：刘晟 | | | | 天风证券股份有限公司：赵宗 ...

证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司投资者关系活动记录表 编号：2018-003 | --- | --- | --- | |----------------|------------------------------|----------------------------------------| | | | | | 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（） | | | 参与单位名称及 | | 淡水泉（北京）投资管理有限公司：隋江波 | | 人员姓名 | 国都证券有限责任公司：游典宗 | | | | | 浙商基金管理有限公司：刘纯宇 贾腾 | | | | 博道基金管理有限公司：欧阳叶田 | | | | 建信基金管理有限责任公司：李梦媛 | | | 富国基金管理有限公司：燕云 | | | | 中泰证券股份有限公司：刘强 | | | | 海通证券股份有限公司：刘海荣 | | | | 德邦证券股份有限公司：栾钊 | ...

证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司投资者关系活动记录表 编号：2018-005 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------| | | | | | 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（） | | | 参与单位名称及 | | 淡水泉（北京）投资管理有限公司：隋江波 | | 人员姓名 | | 东方证券资产管理有限公司：周云、蔡志鹏、毛鼎 | | | | 申万宏源证券有限公司：马昕晔 | | | | 太平洋证券股份有限公司：杨伟 | | | | 华创证券有限责任公司：孟瞳媚 | | | 前海资产管理有限公司：吴广 | | | | | 睿远基金管理有限公司：杨达治、朱璘 | | | 德邦证券股份有限公司：刘敏 | | | | | 苏州合瑞投 ...

证券代码：002470 证券简称：金正大 金正大生态工程集团股份有限公司投资者关系活动记录表 编号：2018-004 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------| | | | | | 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（） | | | 参与单位名称及 | | 中银国际证券股份有限公司：鞠龙 | | 人员姓名 | 东方证券股份有限公司：万里扬 | | | | | 国寿安保基金管理有限公司：田兴国 | | 时间 | 2018.11.6 | | | 地点 | 山东省临沭县兴大西街 | 19 号公司会议室 | | 上市公司接待人 | 董事会秘书：崔彬 | | | 员姓名 | 证券事务代表：杨春菊 | | | 投资者关系活动 | 1 | 、公司如何看待未来农业的发展 ...