Group 1: Shareholding and Stock Performance - The major shareholder currently holds a stake of 29.08%, and any further increase may trigger a mandatory offer for acquisition [1] - A portion of stocks will be unlocked at the end of August, but the actual reduction in holdings is expected to be limited [1] - The estimated amount of stocks that can be reduced in August is around 30 million shares [2] Group 2: Business Expansion and Market Development - The company is entering the automated parking garage business due to its relevance to existing products and market demand [2] - The focus is on successfully completing the demonstration project in Zhuzhou before expanding to other regions [2] - The subsidiary, Yourico, is in the early stages of development, with a positive outlook for future market growth in non-ferrous metal smelting equipment [2] Group 3: Future Business Strategy - Wind power is considered a supplementary business with limited long-term potential due to low technical content and intense market competition [3] - The company is confident that its performance commitments will be exceeded [3] - Future development will focus on high-end equipment manufacturing, innovation-driven growth, and expansion into the new energy and high-end intelligent equipment sectors [3]

证券代码：002523 证券简称：天桥起重 株洲天桥起重机股份有限公司投资者关系活动记录表 编号：2016-02 | --- | --- | --- | |----------------|-------------------------|---------------------------------------------------------------| | | √ | 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 | □ 新闻发布会 □路演活动 | | | 活动类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | | 国泰君安证券研究所机械行业研究员 陈兵 | | 及人员姓名 | | | | 时 间 | 2016 年 8 月 11 | 日上午 10:00-12:00 | | 地 点 | 董事会秘书办公室 | | | 上市公司 | | | | 接待人员姓名 | 董事、副总兼董秘范洪泉 | | | 投资者关系活动 | 1、8 | 月底有一批股票要解禁，会减持吗？ | | 主要内容介绍 | 答：8 | ...

证券代码：002523 证券简称：天桥起重 株洲天桥起重机股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------|----------------------------------------------------------| | | √ 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 | □ 新闻发布会 □路演活动 | | | 活动类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | | | 财富证券 杨甫 兴业证券 成尚汶 | | 参与单位名称 | | 中金公司 张梓丁 国海富兰克林基金 朱旭光 | | 及人员姓名 | | 鹏华基金 黄冲 摩根士丹利华鑫基金 齐兴方 | | | | 湖南兴湘投资 吕海龙 潇湘资本 杨伟 | | 时 间 | 2016 年 11 月 3 | 日下午 14:30-17：00 | | 地 点 | 七楼会议室 | | | 上市公司 | | | | 接待人员姓名 | | 副总兼董秘范洪 ...

证券代码：002523 证券简称：天桥起重 株洲天桥起重机股份有限公司投资者关系活动记录表 编号：2017-01 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------------| | | √ | 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 | □ 新闻发布会 □路演活动 | | | 活动类别 | √ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 浙商证券 王乐 | | | 及人员姓名 | | | | 时 间 | 2017 年 5 月 15 | 日上午 9:30-11：00 | | 地 点 | 董事会办公室 | | | 上市公司 | | | | 接待人员姓名 | 证券事务代表 段丽媛 | | | 投资者关系活动 | | 浙商证券机械研究员首次来司调研，主要是了解公司基本情 | | 主要内容介绍 | | 况，参观公司生产车间，了解产品主 ...

Group 1: Company Investment and Development Strategy - The major shareholder, Guotou, increased its stake in the company, likely due to confidence in the management team and the company's platform, as well as to prepare for potential dilution from future acquisitions [1] - The company's future development plan revolves around the "One Body, Two Wings" strategy, focusing on high-end equipment manufacturing and expanding into the new energy and high-end intelligent equipment industries through innovation and capital drive [1][2] Group 2: Investment in New Energy Sector - The company invested in Yingboer, seeing potential in the new energy vehicle industry, which lays the foundation for entering this sector and indicates a clear direction for future growth [2] - Yingboer also recognizes the company's management team and platform, aiming for sustainable development and collaboration to promote Yingboer's listing and the development of core components for new energy vehicles [2] Group 3: Project Development and Management - The powertrain project, primarily developed by Yingboer, has faced significant technical challenges, resulting in a longer development timeline; however, recent breakthroughs have been achieved, and the project is now in the data collection and testing phase [2] - The company does not currently have performance assessments for senior management from the local government; instead, it establishes an annual performance evaluation system based on operational goals, which is reviewed and approved by the board [2]

Financial Performance - The company's revenue for Q3 2022 was ¥434,716,448.26, an increase of 0.34% compared to the same period last year[4] - Net profit attributable to shareholders was ¥24,117,291.61, representing a significant increase of 101.23% year-on-year[4] - The net cash flow from operating activities reached ¥89,221,238.30, a remarkable increase of 330.99% compared to the previous year[4] - Total operating revenue for the current period was ¥1,026,218,889.43, a decrease of 4.2% from ¥1,069,821,113.74 in the previous period[19] - Operating profit for the current period was ¥35,696,811.13, a decline of 29.0% compared to ¥50,263,567.05 in the previous period[20] - Net profit for the current period was ¥33,788,251.52, down 17.8% from ¥41,108,462.77 in the previous period[20] - Total comprehensive income for the current period was -¥5,378,288.18, a decrease from ¥169,485,025.27 in the previous period[21] - Basic and diluted earnings per share for the current period were both ¥0.025, down from ¥0.029 in the previous period[21] Assets and Liabilities - The total assets at the end of the reporting period were ¥4,293,123,108.29, a decrease of 3.17% from the end of the previous year[4] - The company's total assets as of September 30, 2022, amount to CNY 4,293,123,108.29, a decrease from CNY 4,433,851,214.25 at the beginning of the year[16] - Current assets total CNY 3,134,537,644.39, slightly down from CNY 3,167,200,858.70 at the start of the year[15] - The company's total liabilities are CNY 1,826,137,218.18, down from CNY 1,944,027,949.91 at the beginning of the year[17] - The company has a cash balance of CNY 346,317,737.47 as of September 30, 2022[14] Inventory and Contract Liabilities - The company’s inventory increased by 31.01% to ¥699,625,200.22, attributed to a higher number of orders in hand[8] - The company’s contract liabilities rose by 40.97% to ¥412,321,021.47, reflecting an increase in received advance payments[9] - Inventory has increased to CNY 699,625,200.22 from CNY 534,006,015.15 at the beginning of the year[15] Expenses and Cash Flow - Financial expenses increased by 44.52% to ¥13,117,194.97, mainly due to the previous year's customer funding occupation fee[9] - Investment income decreased by 66.83% to ¥7,099,599.98, primarily due to the absence of dividends from a previous investment[10] - The net cash flow from investing activities improved by 168.15% to ¥47,486,141.72, mainly due to reduced amounts spent on financial investments[10] - Research and development expenses increased to ¥61,196,449.83, up 7.9% from ¥57,145,453.33 in the previous period[20] - Cash flow from operating activities was ¥89,221,238.30, a significant improvement from a negative cash flow of -¥38,624,983.83 in the previous period[23] - Cash and cash equivalents at the end of the period were ¥271,160,753.86, compared to ¥160,840,061.69 at the end of the previous period[24] Shareholder Information - The total number of common shareholders at the end of the reporting period is 57,830[12] - The largest shareholder, Zhuzhou State-owned Assets Investment Holding Group Co., Ltd., holds 24.08% of shares, totaling 341,071,926 shares[12] Future Plans - The company plans to continue expanding its market presence and developing new technologies to enhance its competitive edge[18] Credit Impairment - The company reported a significant increase in credit impairment losses, totaling ¥29,239,685.98 compared to ¥5,409,545.81 in the previous period[20]

证券代码：002523 证券简称：天桥起重 公告编号：2022 -02 4 株洲天桥起重机股份有限公司 关于参加 2022 年湖南辖区上市公司 投资者网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，使广大投资者能更全面深入地了解公司情况， 株洲天桥起重机股份有限公司（简称"公司"）将参加由湖南证监局、湖南省上市公 司协会与深圳市全景网络有限公司联合举办的"湖南辖区上市公司 2022 年投资者网上 集体接待日"活动，现将有关事项公告如下： 本次投资者网上集体接待日活动将通过深圳市全景网络有限公司提供的互联网平 台举行，投资者可以登陆"全景路演"网站（http://rs.p5w.net）参与本次活动，活动 时间为 2022 年 9 月 29 日（周四）下午 15:30 至 17:00。 届时公司将通过网络在线问答的互动形式与投资者进行沟通与交流，欢迎广大投 资者积极参与。 特此公告。 株洲天桥起重机股份有限公司 董事会 2022 年 9 月 22 日 ...

Financial Performance - The company's operating revenue for the first half of 2022 was ¥591,502,441.17, a decrease of 7.08% compared to ¥636,567,235.09 in the same period last year[23]. - The net profit attributable to shareholders of the listed company was ¥11,038,319.55, down 62.94% from ¥29,787,230.08 in the previous year[23]. - The net profit after deducting non-recurring gains and losses was ¥5,738,483.59, a decrease of 49.92% compared to ¥11,458,197.64 in the same period last year[23]. - The basic earnings per share decreased by 61.90% to ¥0.008 from ¥0.021 in the previous year[23]. - Total revenue for the reporting period was ¥591,502,441.17, a decrease of 7.08% compared to ¥636,567,235.09 in the same period last year[47]. - Net profit for the first half of 2022 was CNY 6,736,611.25, a decline of 76.4% from CNY 28,548,956.09 in the same period of 2021[141]. - Total comprehensive income decreased to ¥25,905,426.81 from ¥49,582,770.02, a decline of about 47.8%[145]. Assets and Liabilities - The total assets at the end of the reporting period were ¥4,363,425,327.98, a decrease of 1.59% from ¥4,433,851,214.25 at the end of the previous year[23]. - The company's total assets increased to CNY 2,958,008,303.51, up from CNY 2,907,682,928.02 at the end of 2021[138]. - Total liabilities decreased to CNY 1,876,543,560.87 from CNY 1,944,027,949.91, representing a decline of about 3.48%[132]. - Non-current liabilities increased to CNY 207,189,494.51 from CNY 134,456,840.05, reflecting a growth of about 54.06%[132]. - The company's total liabilities to equity ratio improved slightly, indicating a stronger equity position relative to its liabilities[132]. Cash Flow - The net cash flow from operating activities was -¥101,913,052.63, a decrease of 2.62% compared to -¥99,307,188.02 in the same period last year[23]. - The company reported a net cash flow from operating activities of -CNY 101.91 million, slightly worsening from -CNY 99.31 million in the previous year[43]. - Cash and cash equivalents decreased by 143.53% to -CNY 12.32 million, primarily due to dividend distribution timing differences[45]. - Cash flow from financing activities resulted in a net outflow of -82,320,640.14 CNY, a significant decrease from -12,699,729.15 CNY in the prior period, reflecting a worsening of 548.3%[43]. Revenue Segmentation - Revenue from material handling equipment was ¥508,430,761.49, accounting for 85.96% of total revenue, down 3.03% from ¥524,325,807.87[49]. - Domestic revenue decreased by 15.5% to ¥537,524,941.17, while international revenue surged by 12,366.68% to ¥53,977,500.00[47]. - The material handling equipment segment accounted for 82.37% of total revenue, with direct export revenue increasing by 124% despite a challenging global economic environment[33]. Research and Development - Research and development expenses amounted to CNY 33.26 million, a decrease of 11.68% compared to the previous year[43]. - R&D expenses increased to ¥9,439,248.77 from ¥6,024,900.14, representing a growth of approximately 56.5%[144]. - The company is focusing on smart control technology and automation to enhance product lifecycle digital capabilities, aiming to transition from single products to a comprehensive intelligent product line[34]. Shareholder Information - The largest shareholder, Zhuzhou State-owned Assets Investment Holding Group Co., Ltd., holds 24.08% of the total shares, amounting to 341,071,926 shares[115]. - The company reported a total of 47,141 shareholders at the end of the reporting period[115]. - The number of restricted shares decreased from 19,922,017 to 18,563,790, a reduction of approximately 6.8%[113]. Environmental and Regulatory Compliance - The company has established a paint waste gas collection system, pre-treatment dust removal system, and wastewater treatment facilities, all of which are operating normally[82]. - The company is listed in the Hunan Province Green Factory Directory, indicating its commitment to environmental protection[85]. - There were no administrative penalties due to environmental issues during the reporting period[85]. Corporate Governance - The financial report was approved by the company's board of directors on August 27, 2022[180]. - The company has not engaged in any non-operating fund occupation by controlling shareholders or related parties during the reporting period[87]. - The company has not reported any major issues regarding its subsidiaries during the reporting period[111].

Financial Performance - The company's operating revenue for Q1 2022 was ¥216,197,376.75, representing a 9.33% increase compared to ¥197,741,336.93 in the same period last year[4] - The net profit attributable to shareholders was ¥7,368,092.88, a 1.76% increase from ¥7,240,556.91 year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥4,968,855.97, a significant increase of 220.64% from a loss of ¥4,118,605.95 in the previous year[4] - Net profit for Q1 2022 was CNY 5,666,982.55, compared to CNY 5,328,546.42 in Q1 2021, reflecting a growth of 6.4%[20] - Operating profit for Q1 2022 was CNY 8,870,949.93, a rise of 57.5% from CNY 5,651,280.54 in Q1 2021[20] - The total comprehensive income for Q1 2022 was CNY -44,768,399.64, compared to CNY 5,099,046.42 in Q1 2021, indicating a decline[21] Cash Flow - The net cash flow from operating activities improved to -¥117,598,039.07, a 35.34% reduction in loss compared to -¥181,882,246.52 in the same period last year[4] - The net cash flow from investing activities was ¥19,087,972.10, a turnaround from -¥49,988,468.36 in the same period last year, indicating improved cash management[10] - The net cash flow from financing activities increased dramatically by 5879.92% to ¥69,984,012.88, reflecting a significant increase in new borrowings compared to the previous year[10] - Cash flow from operating activities showed a net outflow of CNY 117,598,039.07, an improvement from a net outflow of CNY 181,882,246.52 in the same period last year[22] - Cash and cash equivalents at the end of Q1 2022 were CNY 231,337,996.94, compared to CNY 83,138,839.87 at the end of Q1 2021[24] Assets and Liabilities - Total assets at the end of the reporting period were ¥4,355,090,584.59, down 1.78% from ¥4,433,851,214.25 at the end of the previous year[4] - Current assets totaled CNY 3,155,636,336.38, a decrease from CNY 3,167,200,858.70 at the start of the year[15] - The company's cash and cash equivalents were CNY 335,880,607.17, down from CNY 360,944,121.49 at the beginning of the year[15] - Accounts receivable decreased to CNY 1,155,839,763.82 from CNY 1,244,066,565.18, indicating a reduction of approximately 7.1%[15] - Inventory increased to CNY 654,901,627.46 from CNY 534,006,015.15, reflecting a growth of about 22.6%[15] - Total liabilities were CNY 1,897,875,417.27, down from CNY 1,944,027,949.91 at the beginning of the year[17] Shareholder Equity - The equity attributable to shareholders decreased by 1.39% to ¥2,329,727,498.66 from ¥2,362,535,012.20 at the end of the previous year[4] - The equity attributable to shareholders of the parent company was CNY 2,329,727,498.66, a decrease from CNY 2,362,535,012.20[17] Expenses - The company reported a significant increase in financial expenses, which rose by 50.89% to ¥4,479,499.81 due to increased loan interest expenses[10] - Total operating costs for Q1 2022 were CNY 234,769,824.19, an increase of 8.5% from CNY 217,264,125.34 in Q1 2021[20] - Research and development expenses increased to CNY 15,328,860.78, up 33.5% from CNY 11,530,074.47 in the previous year[20] - The company reported a significant increase in financial expenses, with interest expenses rising to CNY 5,421,976.63 from CNY 2,787,136.77 in the previous year[20] Shareholder Information - The number of major shareholders includes 株洲市国有资产投资控股集团 with a 24.08% stake, followed by 中车产业投资有限公司 with 5.00%[13]

Financial Performance - The company's operating revenue for 2021 was ¥1,774,176,849.53, representing an increase of 18.16% compared to ¥1,501,530,264.03 in 2020[19]. - The net profit attributable to shareholders for 2021 was ¥60,159,884.08, a 3.55% increase from ¥58,097,225.29 in 2020[19]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥30,212,794.64, showing a significant increase of 229.96% compared to a loss of ¥23,247,535.75 in 2020[19]. - The net cash flow from operating activities reached ¥44,801,970.06, marking a substantial increase of 331.87% from ¥10,373,980.80 in 2020[19]. - The total assets at the end of 2021 were ¥4,433,851,214.25, reflecting a growth of 10.61% from ¥4,008,538,569.34 at the end of 2020[19]. - The net assets attributable to shareholders increased by 10.11% to ¥2,362,535,012.20 at the end of 2021, up from ¥2,145,562,356.41 at the end of 2020[19]. - The basic earnings per share for 2021 were ¥0.043, a 4.88% increase from ¥0.041 in 2020[19]. - The diluted earnings per share also stood at ¥0.043, consistent with the basic earnings per share[19]. - The weighted average return on net assets was 2.78% for 2021, slightly up from 2.74% in 2020[19]. Revenue Breakdown - In Q4 2021, the company's operating revenue reached ¥704,355,735.79, with a total annual revenue growth of over 15% in the material handling industry[24][29]. - The net profit attributable to shareholders for Q4 2021 was ¥18,387,695.45, while the annual net profit was significantly impacted by rising steel prices[24][29]. - The company achieved a consolidated revenue of CNY 1,774.18 million in 2021, an increase of 18.16% year-over-year, marking a historical high[38]. - The material handling equipment and accessories segment generated revenue of CNY 1,532.87 million, up 36.53% compared to the previous year[39]. - The wind power equipment segment saw a significant decline in revenue, totaling CNY 61.23 million, a decrease of 72.96% year-over-year[39]. Strategic Initiatives - The company aims to become a leader in logistics handling solutions and high-end equipment integration, focusing on intelligent and differentiated customer needs[36]. - The company is actively pursuing strategic partnerships with digital technology firms like Huawei and China Mobile to enhance its smart manufacturing capabilities[30]. - The company launched nine national and provincial-level research projects in 2021, focusing on high-end manufacturing and technological innovation[42]. - The company is committed to technological innovation and digital transformation, integrating AI, industrial internet, and big data analysis into its operations[99]. - The company plans to improve its group management system, streamline internal processes, and enhance strategic control and performance evaluation mechanisms[100]. Cost and Expenses - The cost of raw materials accounted for 69.92% of total operating costs in 2021, up from 71.12% in 2020, with a total amount of ¥948,918,602.26, reflecting a 15.01% increase[52]. - Sales expenses increased by 18.83% to ¥100,410,397.02, while management expenses rose by 23.31% to ¥132,149,680.53, primarily due to normal social security contributions and increased personnel costs[57]. - Research and development expenses remained stable at ¥127,504,466.86, with a slight increase of 0.28% compared to the previous year[57]. Research and Development - The number of R&D personnel increased by 17.61% to 501, with the proportion of R&D staff rising to 27.56% of the total workforce[59]. - The company is developing new intelligent equipment for the aluminum industry, aiming for international leadership and enhancing brand competitiveness[58]. - The company has completed the development of new intelligent equipment for the steel industry, achieving international leadership[58]. - R&D investment amounted to ¥127,504,466.86 in 2021, a slight increase of 0.28% from ¥127,144,429.14 in 2020, while the R&D investment as a percentage of revenue decreased from 8.47% to 7.19%[61]. Governance and Management - The company has established a complete and independent operational system, ensuring no direct or indirect interference from the controlling shareholder[113]. - Senior management personnel, including the general manager and financial officer, are exclusively employed by the company and do not hold positions in the controlling shareholder's enterprises[114]. - The company possesses full ownership of essential assets, including land use rights, real estate, machinery, trademarks, and patents, with no shared assets with the controlling shareholder[114]. - The company has a structured governance framework that operates independently from the controlling shareholder, aligning with its development needs[114]. - The company has a well-defined organizational structure that supports efficient operations and governance[114]. Environmental and Social Responsibility - The company was awarded the title of "Green Factory" in Hunan Province for the year 2021[167]. - The company has established an environmental pollution emergency response plan and filed it with the local environmental protection bureau[165]. - The company conducts annual third-party monitoring of pollutant levels to ensure compliance with environmental standards[166]. - The company has effectively implemented its environmental management system, passing external audits in September 2021[168]. Shareholder Returns - The company plans to distribute a cash dividend of ¥0.20 per 10 shares, pending approval at the 2021 annual general meeting[4]. - The total distributable profit for the period was 378,454,210.09 CNY, with the cash dividend amounting to 100% of the total profit distribution[151]. - The cash dividend distribution was based on a total share capital of 1,416,640,800 shares[151]. Risks and Challenges - The company faces policy risks related to macroeconomic conditions and environmental regulations that may impact downstream customer operations[104]. - The company is aware of competitive risks in a saturated market and aims to accelerate the development of digital and intelligent products to maintain its competitive edge[105]. - The company recognizes financial risks associated with accounts receivable and plans to strengthen management and collection efforts to mitigate potential impacts[106].