Market Overview - The domestic mold market is estimated to be approximately 100 billion RMB, while the U.S. market is around 100 billion USD and the European market is about 60 billion EUR [2][3]. Company Strategy - The company will focus on strengthening its core business in molds while enhancing product structure, including hot forming molds and multi-station progressive molds [3][4]. - The company is open to investments in other industries if suitable opportunities arise [3]. International Expansion - The German subsidiary serves as a key entry point into the European market, with nearly 200 employees and optimistic performance expected for the year [3][4]. - The acquisition of a German company marks the first step towards internationalization, with a focus on establishing marketing, technology, and after-sales service systems in high-demand regions like the U.S. and India [3][4]. Investment Projects - The company plans to issue convertible bonds not exceeding 420 million RMB for the development of large multi-station progressive molds [4][5]. - The project aims to address the gap in the domestic market for large multi-station progressive molds, which currently have limited production capabilities [4][5]. Production Capabilities - The company primarily sources large processing equipment from Japan and Germany, while domestic suppliers meet the needs for stamping machines [5]. - All stamping molds produced are specifically for the automotive industry [5]. Key Clients - Major clients include Great Wall Motors, BAIC Group, Brilliance BMW, FAW Toyota, and Tianjin Automotive [5].

证券代码：002510 证券简称：天汽模 编号：2014-010 天津汽车模具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 （请文字说明其他活动内容） | | 参与单位名称及 | 民生证券股份有限公司 陈亮 | | | 人员姓名 | | | | 时间 | 2014 年 7 月 7 日 | | | 地点 | 公司 308 会议室 | | | 上市公司接待人 | 任伟、孟宪坤 | | | 员姓名 | | | | 投资者关系活动 | 1 、 | 公司近期的发展方向是怎么打算的？ | | 主要内容介绍 | | 答：公司将坚持以模具为主营业务，并将继续向模具、冲 | | ...

证券代码：002510 证券简称：天汽模 编号：2014-012 天津汽车模具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 （请文字说明其他活动内容） | | 参与单位名称及 | | 宏源证券 蔡麟琳 长信基金 齐菲 | | 人员姓名 | | | | 时间 | 2014 年 7 月 24 | 日 | | 地点 | 公司 308 办公室 | | | 上市公司接待人 | 任伟 | | | 员姓名 | | | | 投资者关系活动 | 1 、 | 模具订单的完成周期情况介绍？ | | 主要内容介绍 | | 答：公司模具产品属于单件定制化产品，一般生产周期较 | | | 长，约为 ...

证券代码：002510 证券简称：天汽模 编号：2015-004 天津汽车模具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 （请文字说明其他活动内容） | | 参与单位名称及 | | 泰康资产管理有限责任公司 文升 王伟 | | 人员姓名 | 中信建投证券有限公司 丰亮 | | | | | 渤海证券股份有限公司 郑连生 宋亦威 张冬明 | | | 华商基金管理有限公司 李贺 | | | | | | | | | 北京泓澄投资管理有限公司 厉成旭 | | | 华创证券有限责任公司 李巍宇 | | | 时间 | 2015 年 9 月 9 日 | | | 地 ...

Group 1: Market Overview - The domestic mold market is estimated to be around 100 billion RMB, while the U.S. market is close to 100 billion USD and the European market is approximately 60 billion EUR [3] - The mold industry is fragmented, lacking authoritative statistics [3] Group 2: Production and Sales - The production cycle for custom mold products typically ranges from 12 to 24 months, varying slightly by product [3] - Revenue recognition for overseas orders occurs upon shipment, while domestic orders are recognized upon final acceptance [3] Group 3: Strategic Development - The company aims to maintain its focus on molds while expanding into stamping parts and other automotive components, with potential investments in other industries when appropriate [3] - The German subsidiary serves as a key entry point for the European market, employing nearly 200 people and showing good operational performance as of Q3 2014 [4] Group 4: Future Growth and Profitability - The company plans to enhance gross margins through internal improvements and increased production efficiency, while also diversifying its product structure [4] - The acquisition of a German company marks a significant step towards internationalization, with a focus on establishing overseas marketing, technology, and after-sales service systems [4]

Group 1: Company Overview - Tianqi Mould (证券代码：002510) is focused on the automotive mould industry, with a significant emphasis on customized products [1] - The company has established a German subsidiary, marking its first step towards internationalization, with nearly 200 employees and profitable operations in 2014 [4] Group 2: Production Process - The main production process for mould products includes stamping process analysis, mould design, prototype manufacturing, mould casting, machining, assembly, and debugging [1] - The production cycle for mould products is generally long, ranging from 12 to 24 months, depending on the specific product [3] Group 3: Market Demand and Competition - Demand for mould orders primarily arises from the development of new vehicle models and modifications of existing models [3] - The competitive landscape of the mould industry includes key players such as Tianqi Mould, FAW Mould, Dongfeng Mould, Chengfei Integration, BYD, and Shanghai Yifeng, with a shift towards mid-to-high-end automotive moulds [3] Group 4: Future Developments - The company is in the preparation stage for its convertible bond project and aims to submit the application materials soon [4]

证券代码：002510 证券简称：天汽模 天津汽车模具股份有限公司投资者关系活动记录表 编号：2014-014 | --- | --- | --- | |----------------|-------------------------------|--------------------------------------------------| | | | | | 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 | 易方达基金管理有限公司 林博鸿 | | | 人员姓名 | | | | 时间 | 2014 年 11 月 5 | 日上午 10:00 | | 地点 | 公司 308 办公室 | | | 上市公司接待人 | 任伟 | | | 员姓名 | | | | 投资者关系活动 | 1 、 | 国内外模具市场的容量有多大？ | | 主要内容介绍 | | 答：因模具行业比较分散，没有权威的统计，据大概估 ...

证券代码：002510 证券简称：天汽模 天津汽车模具股份有限公司投资者关系活动记录表 编号：2014-017 | --- | --- | --- | |----------------|-----------------------------|------------------------------------------------------| | | | | | 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 | 华创证券有限责任公司 李巍宇 | | | 人员姓名 | | | | 时间 | 2014 年 12 月 2 | 日下午 14:00 | | 地点 | 公司 308 办公室 | | | 上市公司接待人 | 任伟 | | | 员姓名 | | | | 投资者关系活动 | 1 、 | 国内外模具市场的容量有多大？ | | 主要内容介绍 | | 答：因模具行业比较分散，没有权威的统计，据大概估 ...

Group 1: Company Overview - Tianjin Automotive Mould Co., Ltd. focuses on the production of moulds and related products [1] - The company aims to enhance its capabilities in automotive mould manufacturing and related services [3] Group 2: Production Processes - The main production processes for mould products include stamping process analysis, mould design, prototype manufacturing, mould casting, machining, assembly, and debugging [1] - The company is improving internal production efficiency to release some capacity [4] Group 3: Market Prospects - The demand for multi-station progressive dies is expected to increase due to rising competition and cost control in the automotive industry [3] - The company plans to fill the domestic gap in large multi-station progressive dies, with specifications reaching above 6m x 3m [3] Group 4: Investment and Expansion - The company will continue to focus on moulds and related automotive parts, with potential investments in other industries if suitable opportunities arise [4] - The German subsidiary is expected to become profitable in 2014 and plays a key role in expanding into the European market [4] Group 5: Global Strategy - The company is targeting regions with high mould demand, such as the United States and India, to gradually implement its global strategy [5]