证券代码：002511 证券简称：中顺洁柔 1 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20210507 | --- | --- | --- | --- | --- | |----------------|-----------------------------------------------|------------------------------------------------------|-------|-------| | | □ 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 | | | | | | □ 其他 | | | | | 参与单位名称 | 参加公司 2020 | 年年度报告网上业绩说明会的投资者 | | | | 时间 | 2021 年 5 月 7 日 | 15:00-17:00 | | | | 地点 | 网络远程方式举行 | | | | | 上市公司接待人 | 董事长、总裁：刘鹏 董事会秘书、副总裁：周启超 | | | ...

证券代码：002511 证券简称：中顺洁柔 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20210831 | --- | --- | --- | --- | |----------------|----------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002511 证券简称：中顺洁柔 1 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20220117 | --- | --- | --- | --- | --- | |----------------|-------------------|-----------------------|-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | □ 特定对象调研 | □ 分析师会议 | | | | 投资者关系活动 | □ 媒体采访 □ | 业绩说明会 | | | | 类别 | □ 新闻发布会 □ ...

1 证券代码：002511 证券简称：中顺洁柔 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20220118 | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------|---------------------------------------------------------------------|--------------------------------| | | □ 特定对象调研 □ | 分析师会议 | | | 投资者关系活动 | □ 媒体采访 □ | 业绩说明会 | | | 类别 | □ 新闻发布会 □ | 路演活动 | | | | □ 现场参观 | | | | | √ 其他 电话会议 | | | | | Fidelity Mgmt Research 、 | Point72 、 Earnest Partners | 、 Fidelity | | 参与单位名称 | Mgmt Research 、 Aspoon Capital 、 ...

证券代码：002511 证券简称：中顺洁柔 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20221116 | --- | --- | --- | --- | |----------------|------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------|------------------| | | √特定对象调研 | □分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | □其他 | | | | 参与单位名称 | | 长江证券、融通基金、嘉实基金、鹏华基金、大成基金、信 达澳银、招商基金、中融基金、前海联合、淡水泉 | | | 时间 2022 | 年 11 月 16 日 | 14:00-16:00 | ...

证券代码：002511 证券简称：中顺洁柔 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20220609 | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------|-------------------|-----------------------------------------------------| | | √特定对象调研 | □分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | □其他 | | | | | PRUDENCE INVESTMENT MANAGEMENT | 、 | HD CAPITAL | | 参与单位名称 | PARTNERS BAY 、 RESEARCH 、 WT Capital INTERNATIONAL 、 | Infore Capital 、 | DAL ...

Group 1: Company Strategy and Product Focus - The company will focus on core business in consumer paper products, enhancing product layout and market competitiveness [2] - High-end, high-margin non-traditional products such as kitchen towels, wet wipes, and sanitary products will be prioritized for growth [3] - The company aims to increase the sales share of high-end products, contributing to improved profit margins [4] Group 2: Management Changes and Governance - Recent management changes were made to align with the company's strategic development, introducing new leadership to enhance governance [3] - The new management team is expected to refine operational management and drive the company towards a positive growth trajectory [3] Group 3: Market Position and Brand Development - The company is positioned as a leading player in the consumer paper sector, with three main brands: Jierou, Taiyang, and Duoleimi [4] - Efforts will be made to elevate the Jierou brand's high-end image and expand its market share [4] - The company plans to enhance brand recognition and customer experience, particularly for high-end products [5] Group 4: Raw Material and Pricing Strategy - The price of raw materials, particularly pulp, has been volatile, impacting procurement strategies [4] - The company implemented a price adjustment strategy in January 2022 to address rising raw material costs, with variations based on region and product [5] Group 5: Future Growth and Profitability Measures - The company is establishing a dynamic financial and supply chain management system to optimize internal processes and enhance profitability [5] - There is a focus on expanding product categories and activating new business channels to drive growth [5]

Group 1: Company Management and Strategy - The company has undergone management changes to align with its growth stage, introducing new leadership to refine management structure [2] - The new chairman and president bring extensive management experience, contributing to a positive development direction since their appointment [2] - The company aims to enhance its governance structure while continuing to guide strategic development [1] Group 2: Financial Performance and Goals - The company targets over 10 billion in sales for 2022, emphasizing the importance of optimizing resource allocation and controlling operational costs [2] - Despite profit pressures, sales revenue has shown a relatively fast growth rate, with a steady increase in market share [2] - The company has established performance indicators that are generally met each year, reflecting effective internal management [2] Group 3: Product Development and Market Position - The company is a leading player in the consumer paper sector, focusing on enhancing the high-end image of its flagship brand, Jie Rou [3] - Plans to diversify product offerings include expanding into high-margin categories such as wet wipes and kitchen paper [3] - The company is committed to increasing the market share of its commercial product lines and exploring diversification in related fields [3] Group 4: Production Capacity and Expansion - Current production capacity exceeds 800,000 tons, with ongoing projects to expand capacity by 400,000 tons in East China and 300,000 tons in Sichuan [4] - The company is addressing capacity gaps to meet growing sales demands, with plans for gradual expansion based on operational needs [4] Group 5: Sales Channels and Growth - Online and new retail channels account for nearly 40% of sales, with significant growth observed in platforms like Douyin and Kuaishou [4] - The company maintains a balanced approach between online and offline channels, ensuring product quality remains consistent across both [5] - Sales expenses have increased due to heightened market investment, but are expected to stabilize in 2022 [5]

证券代码：002511 证券简称：中顺洁柔 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20220906-0909 | --- | --- | --- | --- | |-----------------------|----------------------------------------------------------------------------------------------------------------|----------------------------------------------------|-----------------------------------------------------------------------------------------------| | | □特定对象调研 □分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | √其他 电话会议 | | | | | 9 月 6 日： | | | ...

证券代码：002511 证券简称：中顺洁柔 中顺洁柔纸业股份有限公司投资者关系活动记录表 编号：20220830-0901 | --- | --- | --- | |----------------|-------------------------|-------------------------------------------------------------------------------------------------------| | | | □特定对象调研 □分析师会议 | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | √其他 电话会议 | | | | 8 月 30 日： | | | | | 高盛高华证券、招商证券、杭州富贤、南方基金、信达自 | | | | 营、国金基金、圆信永丰、兴银理财、平安养老、方正富 | | | | 邦、泰康、汇丰晋信、东兴证券、百嘉基金、凯石基金、 | | | | 华创、东吴证券研究所、招商证券、浙商自营、湘财基 | | | | 金、中天国富证券自营、中信证券 ...