Group 1: Company Overview - The company provided a brief introduction regarding its performance from January to May 2019 [2] - The company discussed the current status of its three main types of capacitors and production materials [2] Group 2: Supercapacitor Developments - The company has two complete production lines for EDLC and LIC supercapacitors, targeting major clients like Samsung and Huawei [3] - The primary application area for supercapacitors is in wind power [3] - The company is planning to relocate its supercapacitor project soon [2] Group 3: Capacitor Product Lines - The company has one film capacitor coating machine and four DC production lines, primarily serving industries such as frequency converters and rail transportation [3] - The solid polymer capacitor project in Wuhan has begun trial production, targeting applications in servers and mobile phone chargers [3] - The company is collaborating with Jimei on projects related to film capacitors [3]

2019 年 5 月 9 日投资者关系活动记录表 证券代码：002484 证券简称：江海股份 2019 年 5 月 9 日调研活动附件之投资者调研会议记录 编号：2019-001 | --- | --- | --- | |----------------|-----------------------------|--------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 华金证券（蔡景彦） | | | 人员姓名 | | | | 时间 | 2019 年 5 月 9 日 | | | 地点 | 公司一楼会议室 | | | 上市公司接待人 | 王汉明、潘培培 | | | 员姓名 | | | | 投资者关系活动 | 1 、就公司 2019 | 年一季度情况做了简要的介绍、就公司 | | 主要 ...

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：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 （请文字说明其他活动内容） | | 参与单位名称及 | | 宏则研究（王修远）、中泰证券（周梦缘）、光大资管（王 | | 人员姓名 | 伟炜） | 宇、孟巍）、上海永望（葛鹏飞）、光大保德信基金（陈蒙、董 | | 时间 | 2018 年 5 月 11 日 | | | 地点 | 公司一楼会议室 | | | 上市公司接待人 | 王汉明、潘培培 | | | 员姓名 | | | | 投资者关系活动 | ...

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：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 （请文字说明其他活动内容） | | 参与单位名称及 | | 浙商基金（王斌、陈鹏辉）、上海朴易资产（宋伟） | | 人员姓名 | | | | 时间 | 2018 年 12 月 24 | 日 | | | | | | 地点 | 公司一楼会议室 | | | 上市公司接待人 | 王汉明、潘培培 | | | 员姓名 | | | | 投资者关系活动 | 1 、就公司 2018 | 年情况做了简要的介绍、就公司三大类 | | 主要 ...

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：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 （请文字说明其他活动内容） | | 参与单位名称及 | | 华金证券（蔡景彦）、中庚基金（王浩冰）、国盛证券（徐斌 | | 人员姓名 | 毅）、裕晋投资（张恒） | | | 时间 | 2018 年 11 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 、就公司 2018 | 年三季度情况做了 ...

南通江海电容器股份有限公司 2021 年 7 月 19 日 投资者关系活动记录表 证券代码：002484 证券简称：江海股份 2021 年 7 月 19 日调研活动附件之投资者调研会议记录 编号：2021-003 | --- | --- | --- | --- | --- | --- | --- | |-------------------------|------------------------------------------------------------|----------------------------------------------------|-------|-------|----------------|-------| | 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 人员姓名 ...

南通江海电容器股份有限公司 2021 年 9 月 16 日 投资者关系活动记录表 证券代码：002484 证券简称：江海股份 2021 年 9 月 16 日调研活动附件之投资者调研会议记录 编号：2021-004 | --- | --- | --- | --- | --- | |-------------------------|------------------------------------|--------------|--------------------------------------------------------|----------------| | | | | | | | 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 人员姓名 | 汇添富基金（张鹏飞、张鹏程） | | | | | 时间 | 2021 年 9 月 16 日 ...

南通江海电容器股份有限公司 2021 年 11 月 4 日 投资者关系活动记录表 证券代码：002484 证券简称：江海股份 2021 年 11 月 4 日调研活动附件之投资者调研会议记录 编号：2021-005 | --- | --- | --- | --- | --- | |-------------------------|-------------------------------------------------|---------------------------------------------------------------------------------------------------------------------|----------------|----------| | | | | | | | 投资者关系活动 类别 | √ 特定对象调研 | □ 分析师会议 | | | | | □ 媒体采访 | □ 业绩说明会 | | | | | □ 新闻发布会 √ 现场参观 | □ 路演活动 | | | | | □ 其他 | （请文字说明其他活动内容） | | | | | | ...

Group 1: Company Overview - Jianghai Capacitor Co., Ltd. held an investor relations activity on January 11, 2022, focusing on the company's operational status and business segments [1] - The company’s goals set for 2021 have been achieved, and uncertainties from that year have been resolved, including issues like power restrictions and raw material price increases [2] Group 2: Business Growth Projections - The company anticipates a growth rate of 15% for aluminum electrolytic capacitors over the next 3-5 years [2] - Film capacitors are expected to maintain a growth rate of 30%-50% [2] - Supercapacitors are projected to grow at a rate exceeding 50% [2] Group 3: Product Delivery and Market Trends - The delivery period for aluminum electrolytic capacitors has extended, with lead times around 6 months for certain products [3] - The film capacitor market is seeing rapid growth in orders related to automotive, wind power, and photovoltaic sectors [3] - Supercapacitors are primarily used in smart meters, wind power, smart grid upgrades, rail transit, and port machinery [3] Group 4: Capacity Utilization and Orders - All three business segments are operating at high capacity utilization rates, with significant customer interest in orders for 2022 [3]

Revenue and Profitability - Revenue for Q3 2022 reached ¥1,087,363,837.70, an increase of 18.50% compared to the same period last year[7] - Net profit attributable to shareholders was ¥187,026,531.43, up 52.98% year-on-year[7] - Basic earnings per share increased by 51.01% to ¥0.2238[7] - Total operating revenue for the period reached ¥3,257,621,508.31, an increase of 26.1% compared to ¥2,582,793,207.81 in the previous period[32] - The net profit for the third quarter was 486,098,808.88 CNY, an increase from 331,588,713.62 CNY in the previous year, representing a growth of approximately 46.6%[35] - The total comprehensive income of 435,122,639.95 CNY, compared to 338,569,210.06 CNY in the previous year, marking an increase of approximately 28.5%[38] Assets and Liabilities - Total assets as of the end of the reporting period were ¥6,150,123,800.82, reflecting a growth of 10.36% from the previous year[7] - Total assets reached ¥6,150,123,800.82, a rise of 10.3% compared to ¥5,572,767,242.65 in the previous period[31] - Total liabilities increased to ¥1,439,482,145.58, up 15.3% from ¥1,237,673,648.96 in the previous period[31] - Non-current assets totaled ¥2,485,039,163.86, an increase of 7.7% from ¥2,306,827,982.55 in the previous period[28] Cash Flow - The company’s cash flow from operating activities for the year-to-date was ¥227,352,306.60, showing a growth of 5.01%[7] - Cash flow from operating activities generated a net amount of 227,352,306.60 CNY, slightly higher than 216,505,440.05 CNY from the previous year[41] - The company experienced a net cash outflow from investing activities of -324,024,926.70 CNY, compared to -144,215,134.72 CNY in the prior year, indicating increased investment activity[41] - The cash and cash equivalents at the end of the period totaled 582,162,766.89 CNY, down from 734,124,607.70 CNY at the end of the previous year[41] Inventory and Receivables - The company reported a 31.95% increase in accounts receivable, totaling an increase of ¥341,004,498.83, attributed to higher business volume[12] - Inventory increased by 30.51%, amounting to an increase of ¥260,121,384.59, also due to increased business activity[12] - Inventory increased to ¥1,112,693,388.59, up 30.5% from ¥852,572,004.00 in the previous period[28] Equity and Return on Equity - The company’s total equity attributable to shareholders increased by 8.68% to ¥4,673,941,102.62[7] - The company's equity attributable to shareholders reached ¥4,673,941,102.62, up 8.7% from ¥4,300,667,915.38 in the previous period[31] - The weighted average return on equity rose to 4.08%, a 36.45% increase compared to the previous year[7] Expenses and Income - Total operating costs amounted to ¥2,694,809,798.81, up 22.3% from ¥2,203,587,051.91 in the previous period[32] - Research and development expenses were ¥158,340,135.18, representing an increase of 12.2% from ¥141,029,008.58 in the previous period[32] - Interest expenses increased by 2,589,934.01 CNY, a rise of 42.44%, mainly due to an increase in short-term borrowings[15] - The company incurred interest expenses of 8,691,897.36 CNY, which is higher than the previous year's 6,101,963.35 CNY, reflecting increased borrowing costs[35] - Other income rose by 10,395,611.81 CNY, an increase of 101.57%, primarily from increased government subsidies[15] - Other income increased significantly to 20,630,771.36 CNY from 10,235,159.55 CNY, showing a growth of approximately 102%[35] - Investment income decreased by 5,654,076.60 CNY, a decline of 60.57%, mainly due to reduced profits from associated enterprises[15] Comprehensive Income and Impairments - Other comprehensive income after tax decreased by 57,956,665.37 CNY, a decline of 830.27%, primarily due to fair value changes in financial assets[15] - The company reported a decrease in credit impairment losses to -10,904,437.18 CNY from 597,236.18 CNY, indicating improved asset quality[35]