Group 1: Supercapacitor Development - The company has two types of supercapacitors: EDLC and lithium-ion supercapacitors, with monthly production capacities of 3 million and 20,000 units respectively [1] - EDLC is primarily used in televisions and smart meters, while lithium-ion supercapacitors have significant development potential in new energy buses, wind power pitch systems, elevators, and construction machinery [2] Group 2: Film Capacitor Progress - The film capacitors are mainly used in inverters, UPS, and other industries, with four production lines currently operational [2] - Each DC-link capacitor production line has a monthly capacity of approximately 30,000 units, while each Snubber capacitor production line has a monthly capacity of about 50,000 units [2] - The sales target for 2014 is 20 million yuan, and for 2015, it is set at 100 million yuan [2] Group 3: Foil Project Status - The company’s production of formed foil in Inner Mongolia is at full capacity, with eight lines supplying Hitachi AIC, and the electricity cost is approximately 0.38 yuan per kWh [2] - The production line in Baoji is affected by power outages due to equipment upgrades [2] - The company has eight lines for corrosion foil, with one line capable of supporting five formed foil production lines [2] Group 4: Sales and Profit Growth Analysis - The growth rate of sales revenue is lower than that of profit due to internal supply of corrosion and formed foils, which leads to sales offset in consolidated financial statements [2] - The product structure adjustment has increased the proportion of industrial capacitors [2]

Group 1: Investor Relations Activities - The investor relations activity involved specific object research [1] - Participants included representatives from various funds and securities firms [1] Group 2: Company Product Developments - The company has two types of supercapacitors in trial production with monthly capacities of 3 million and 20,000 units respectively [3] - Industrial capacitors account for 62% of the product distribution, primarily used in frequency converters and industrial control [3] - Consumer capacitors make up 38% of the product distribution, mainly for white goods [3] - The company has four production lines for film capacitors, each with a monthly output of approximately 5,000 units [3] - The company operates 24 production lines for electrolytic foil in Inner Mongolia and 24 lines in Baoji [3]

Group 1: Supercapacitor Development - The company has two types of supercapacitors: EDLC and lithium-ion supercapacitors, with monthly production capacities of 3 million and 20,000 units respectively [1] - EDLC is primarily used in televisions and smart meters, while lithium-ion supercapacitors have significant development potential in new energy buses, wind power pitch systems, elevators, and construction machinery [2] Group 2: Film Capacitor Progress - The film capacitors are mainly used in inverters, UPS, and other industries, with four production lines currently operational [2] - Two DC-link capacitor production lines have a monthly capacity of approximately 30,000 units each, and two Snubber capacitor production lines have a monthly capacity of about 50,000 units each [2] Group 3: Foil Project Status - The company’s production of formed foil in Inner Mongolia is at full capacity, supplying eight lines to Hitachi AIC, with an electricity cost of approximately 0.38 yuan per kWh [2] - The production line in Baoji is affected by power outages due to equipment upgrades [2] Group 4: Solid Polymer Project - The solid polymer capacitors currently have a production capacity of 8 million units per month, with reduced costs for domestic negative electrode materials [2]

投资者关系活动记录表 证券代码：002484 证券简称：江海股份 南通江海电容器股份有限公司投资者关系活动记录表 编号：2014-008 | --- | --- | --- | |----------------|--------------------------------|-----------------------------------------------------------| | | | | | 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 | | 华夏基金（倪邈、王劲松、邓彬彬、黄立图、彭海伟）、东方证 | | 人员姓名 | 券（蒯剑、崔文涛）、 | | | 时间 | 2014 年 7 月 16 日 | | | 地点 | 公司五楼会议室 | | | 上市公司接待人 | 陈卫东、丁继华、王汉明、潘培培 | | | 员姓名 | | | | 投资者关系活动 | 1 | 、超级电 ...

投资者关系活动记录表 证券代码：002484 证券简称：江海股份 南通江海电容器股份有限公司投资者关系活动记录表 编号：2015-006 | --- | --- | --- | |-----------------------|-----------------------------|------------------------------------------------------| | | | | | 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 | | 毕盛资产（曾生、林建军、余继刚），国投瑞银（武天祥） | | 人员姓名 | | | | 时间 | 2015 年 7 月 7 日 | | | 地点 | 公司一楼会议室 | | | 上市公司接待人 员姓名 | 王汉明、潘培培 | | | 投资者关系活动 | 1 | 、超级电容器目前进展情况 | | 主要内容介绍 | 答：公司超级电容器 ...

投资者关系活动记录表 证券代码：002484 证券简称：江海股份 南通江海电容器股份有限公司投资者关系活动记录表 编号：2015-009 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | 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 | | 理成资产（李浩鹏），申万宏源证券（邹兰兰）、华金证券 | | 人员姓名 | | （蔡景彦）、农银汇理基金（刘攀）、国海证券（司马湫）、 | | | | 东北证券（余承）、盛宇投资（高万平）、德邦基金（张 | | | | 德）、建信基金（聂清廉）、毅润邦投资（熊丹）、泰康投资 | | | | （于腾达）、中国人保资产（吴清宇）、东方基金（严 ...

投资者关系活动记录表 证券代码：002484 证券简称：江海股份 南通江海电容器股份有限公司投资者关系活动记录表 编号：2015-004 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 光大证券（王国勋、黄佩）银河证券（王莉）、凯基证券（沈 | | 人员姓名 | 微）、顾丰 | | | 时间 | 2015 年 5 月 20 日 | | | 地点 | 公司五楼会议室 | | | 上市公司接待人 员姓名 | 陈卫东、王汉明、潘培培 | | | 投资者关系活动 | 1 | 、超级电容器目前进展情况 | | 主要内 ...

投资者关系活动记录表 证券代码：002484 证券简称：江海股份 南通江海电容器股份有限公司投资者关系活动记录表 编号：2015-003 | --- | --- | --- | |----------------|-------------------------------------|------------------------------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 联盈资本 ( | 谢钦洲 )、国泰投信（江宏儒)惠理康和投信（ 陈君 | | 人员姓名 | | 卉）三商美邦人寿 (黄柏凯)、南山人寿(杨宝杉)、汇丰投信(赖 | | | 安庭 ) | 、银桦投资 （傅旭正）、铨知投资（陈浩彰）、元大投 | | | 信 （吴宛芳）、元大投信（高豪志）、 ...

Group 1: Supercapacitor Development - The company has developed two types of supercapacitors: EDLC and lithium-ion supercapacitors in collaboration with ACT, with monthly production capacities of 3 million and 20,000 units respectively [1][2] - EDLC is primarily used in televisions and smart meters, while the lithium-ion supercapacitor has significant potential in new energy buses, wind power pitch systems, elevators, and construction machinery [2] Group 2: Film Capacitor Progress - The film capacitors are mainly used in inverters, UPS, and other industries, with four production lines currently operational [2] - Each DC-link capacitor production line has a monthly capacity of approximately 30,000 units, while each Snubber capacitor production line can produce about 50,000 units monthly [2] - The sales target for 2014 was 20 million yuan, and for 2015, it is set at 100 million yuan [2] Group 3: Future Growth Projections - The company anticipates an average growth of 10% for aluminum electrolytic capacitors, 40%-50% for film capacitors, and a potential explosive growth for supercapacitors over the next 3-5 years [2]