Group 1: Company Overview - The new factory is part of the 2017 public offering of convertible bonds for the "Intelligent Manufacturing Project of Robots and Key Components" [2] - The project aims to significantly enhance the company's capabilities in R&D and delivery of robots, motion control systems, and high-performance robot controllers [2] Group 2: Production Capacity - Current production capacity includes six-axis robots produced in Shanghai and four-axis (SCARA) robots produced in Shenzhen [2] - The new factory is expected to reach production capacity in the fourth year after completion [2] Group 3: Market and Industry - The robot and motion control business primarily serves the 3C, automotive parts, and packaging industries, with the 3C industry having a significant market share [3] - The company has been focusing on R&D investments since 2011 and acquired Shenzhen Zhongweixing in 2014, expanding its product offerings [3] Group 4: Financial Investment - The total investment for the intelligent manufacturing project is 69,312.09 million yuan, with construction costs of 47,678.53 million yuan [4] - The project includes various costs such as land fees of 11,500.00 million yuan and is expected to be operational by the end of the current year [4] Group 5: Sales and Competitiveness - Robot sales in 2018 showed growth compared to 2017 [4] - The company aims to compete with international robot brands and has established a preliminary industrial chain in the robot and motion control sector [3]

Group 1: Company Overview - The company primarily operates in the robotics sector, focusing on industries such as 3C, automotive parts, and packaging, with the 3C industry holding a significant market share [1] - The company is expanding its production capacity, with a project for intelligent manufacturing of robots and key components currently under construction, expected to be operational by the end of the year [1] Group 2: Sales and Market Strategy - The sales model includes direct sales to customers and collaboration with quality integrators to understand customer needs [1] - The company aims to align with international robot brands and has established a preliminary industrial chain in the robotics and motion control sectors [3] Group 3: Financial Performance - The company's R&D investment accounted for 4.77% of total revenue in 2017, increasing to 9.26% when excluding trading product revenue, focusing on product updates and new developments in robotics and elevator business [5] - Factors contributing to the decline in gross margin include rising raw material costs and product price adjustments, with measures in place to stabilize margins through R&D and supply chain management [4] Group 4: Competitive Landscape - The company faces competition from various domestic robot manufacturers, each with its strengths, while maintaining a focus on R&D and market expansion [3] - Major clients in the elevator business include well-known brands such as Otis, Schindler, and Thyssenkrupp, indicating a strong market presence [4]

证券代码：002527 证券简称：新时达 编号：2021-002 | --- | --- | --- | |---------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 保护投资者合法权益我们在行动--走进上市公司新时达 | | 参与单位名称及 | | 上海证监局、上海上市公司协会、上海市证券同业公会、上海市 | ...

证券代码：002527 证券简称：新时达 编号：2021-001 | --- | --- | --- | --- | --- | --- | --- | |---------------------|------------------------|-------|---------------------------------------|-------|----------------------------------------------------------|-------| | | | | | | | | | 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 | | | | | 安信证券：朱梦天；浙商证券：姜守全、李博华 | | | 人员姓名 | | | | | | | | 时间 2021 年 2 月 5 | | | ...

证券代码：002527 证券简称：新时达 上海新时达电气股份有限公司投资者关系活动记录表 编号：2021-006 | --- | --- | --- | |----------------------|-------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | 顶峰资产 清水 | 俊宏， Millennium Capital Management Asia Limited | | 人员姓名 | 百谷 淳一， 宮崎 孝志、根本 ...

证券代码：002527 证券简称：新时达 上海新时达电气股份有限公司投资者关系活动记录表 编号：2021-003 | --- | --- | --- | --- | --- | |---------------------|----------------------------------------------------------------|--------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------- ...

Group 1: Company Overview and Strategy - The company focuses on R&D and has shifted its business strategy to a customer-centric profit growth system [2] - The organizational structure has been optimized to a matrix structure to enhance business focus and collaboration [2] - The vision is to become an internationally renowned brand in intelligent manufacturing, leveraging automation, information technology, and smart manufacturing [3] Group 2: Future Growth Areas - Key growth areas include intelligent manufacturing, industrial robots, motion control, and elevator control systems [3] - The company aims to solidify its position as a global leader in elevator control systems, with the introduction of elevator cloud technology [3] Group 3: Product Advantages and Capabilities - The company’s robots are self-developed, with core intellectual property, and have achieved performance parity with international brands [3] - A strong focus on providing systematic solutions based on customer needs enhances customer loyalty and market share [3] Group 4: Operational Efficiency and Financial Health - The company is enhancing operational efficiency through structural integration and collaboration across various bases [3] - Healthy cash flow is prioritized to support stable business development, aiming for long-term sustainability [3] Group 5: Elevator Business Growth - The rapid growth in the elevator business is attributed to increased quality demands and a trend towards large customer bases [4]

证券代码：002527 证券简称：新时达 上海新时达电气股份有限公司投资者关系活动记录表 编号：2021-011 | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------|----------------------------------------------|-----------------------------------------------------------------------------------------------------------|-------|-------|-------|------------------------------|-------| | | | | | | | | | | 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 ...

Group 1: Company Overview - Xinshi Da focuses on the automation industry, emphasizing R&D as its core since its establishment 26 years ago [2] - The company has optimized its organizational structure to a matrix system to enhance business focus and collaboration [2] - The operational strategy is centered on "customer-centric profit growth," implementing measures to improve operational efficiency and profitability [2] Group 2: Business Development - Rapid growth in intelligent manufacturing is expected to drive advancements in robotics, motion control, variable frequency drive, and electrical control businesses [2] - Significant investments are being made in intelligent manufacturing, leveraging system integration technology to expand into various industrial sectors [2] - The company has achieved healthy growth in its robotics business, including SCARA and six-axis robots, with a focus on niche markets [2] Group 3: Product Strategy - The introduction of new strategic motion control products aims to surpass imported alternatives, enhancing the company's solution integration capabilities [3] - The variable frequency drive business has experienced four consecutive years of rapid growth, with plans to continue deep integration in niche sectors [3] - The company is addressing chip shortages by leveraging resources for supply and accelerating domestic alternatives [3] Group 4: Market Position and Future Plans - The company maintains a strong position in the elevator industry, providing comprehensive solutions to major clients [3] - Future development will focus on resource integration and product layout in key cities to meet market demands [3]

证券代码：002527 证券简称：新时达 上海新时达电气股份有限公司投资者关系活动记录表 编号：2021-014 | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|----------------------------------------------|--------------------------------|-------|----------------------------------------------------------|-------|--------------------------------------------------------------------|----------| | | | | | | | | | | 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 | | | | | | | | | ...