证券代码：002533 证券简称：金杯电工 编号：2016-11 | --- | --- | --- | |----------------|-----------------------------|--------------------------------------------------------------| | | | | | 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 研究所 陈雁冰 | | | 人员姓名 | 中投证券 研究总部 王雪峰 | | | | 鼎钧投资 研究员 刘思遥 | | | | 璟泰投资 研究员 陈天敏 | | | | 映淑投资 董事长 周映波 | | | 时间 | 2016 年 6 月 8 日 | | | 地点 | 公司技术信息综合大楼 | 501 会议室 | | 上市公司接待人 | 董事会秘书：黄喜华 | | | 员姓名 | 证券事务代表：邓绍坤 ...

证券代码：002533 证券简称：金杯电工 金杯电工股份有限公司投资者关系活动记录表 编号：2016-15 | --- | --- | --- | |----------------|-------------------------------|--------------------------------------------------------------| | | | | | 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 | 农银汇理 研究员 董瑜 | | | 人员姓名 | | 长江证券 电力装备与新能源行业首席分析师 邬博华 | | | | 中国人寿资产管理公司 股票投资部 阳宜洋 | | 时间 | 2016 年 7 月 22 | | | 地点 | 公司技术信息综合大楼 | 501 会议室 | | 上市公司接待人 | 董事会秘书：黄喜华 | | | 员姓名 | 证券事务代表：邓绍坤 | ...

证券代码：002533 证券简称：金杯电工 金杯电工股份有限公司投资者关系活动记录表 编号：2016-06 | --- | --- | --- | |----------------|------------------------------|----------------------------------------------| | | | | | 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 | | 光大证券 电力设备与新能源行业首席分析师 刘锐 | | 人员姓名 | | 国泰君安证券 新能源行业研究员 胥本涛 | | | 鸿德基金 研究员 王远鸿 | | | | | 湖南信托 证券投资部投资经理 谭建、汪沙雨 | | | 华宝兴业基金 高级分析师 黄炜 | | | | 华富基金 基金经理 翁海波 | | | | 华夏基金 研究员 连骁 | | | | 上投摩根 研究员 王鹏 | | | | ...

证券代码：002533 证券简称：金杯电工 金杯电工股份有限公司投资者关系活动记录表 编号：2016-02 | --- | --- | --- | |-----------------------|--------------------------------|--------------------------------------------------| | | | | | 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 | 嘉实基金 高级行业研究员 柏重波 | | | 人员姓名 | | 申万宏源 智能制造业分析师 蔡麟琳 | | 时间 | 2016 年 1 月 14 | 日 | | 地点 | 公司技术信息综合大楼 | 6 楼董事长办公室 | | 上市公司接待人 | 吴学愚、邓绍坤、甘荣 | | | 员姓名 投资者关系活动 | | 现场沟通与交流的主要情况和观点： | | 主要内容介绍 | 1 | ...

Group 1: Company Transformation and Development Plans - The company aims to optimize product structure and upgrade existing products based on market demand, gradually extending from manufacturing to services, while aligning with national policies for new industry layouts such as rail transit and renewable energy [3] - The company plans to expand through quality acquisitions and investments, focusing on both core and non-core businesses, with a recent joint venture in the new energy vehicle battery sector [4] Group 2: New Energy Vehicle Industry Outlook - The new energy vehicle industry has been a key strategic focus since 2009, with increasing government support and technological advancements, indicating a promising market outlook for the battery sector [4] - The company collaborates with Boson Energy, which has a strong position in battery management systems and is a strategic partner of Samsung SDI in China [5] Group 3: Production and Technology - The company utilizes imported Samsung SDI 18650 battery cells for its battery packs, which are currently in high demand [6] - The production line technology is developed in collaboration with universities and industry experts, boasting a highly qualified team and numerous patents [6] Group 4: Financial Management and Risk Control - The company maintains a healthy cash flow, with 91.95% of accounts receivable due within one year, and has implemented strict measures for managing accounts receivable and inventory to mitigate bad debt risks [7] - The company has established a comprehensive accounts receivable management system to effectively identify, assess, and handle risks [7]

Group 1: Company Overview - The main business of Jinbei Electric Co., Ltd. includes the research, production, and sales of wire and cable products, with key products being power cables rated at 110kV and below, and electrical equipment [1] - The company produces over 10,000 specifications across six major categories, including special cables and communication cables [2] - Jinbei Electric has five major production bases after recent resource integration, located in Changsha, Hengyang, Xiangtan, Hefei, and Chengdu [2] Group 2: Industry Insights - The wire and cable industry plays a crucial role in China's manufacturing sector, but faces challenges such as low industry concentration, numerous small enterprises, insufficient innovation, product homogeneity, and overcapacity [3] - The market demand for wire and cable is vast, with an estimated market size exceeding 1 trillion yuan, and approximately 40 billion yuan in Hunan province alone [3] Group 3: Company Strategy and Advantages - Jinbei Electric aims to expand its core business through external investments and mergers, while optimizing product structure in response to market demands [4] - 40% of the company's sales revenue comes from civil home decoration wires, which are closely related to everyday life, providing a strong cash flow due to immediate payment upon delivery [4]

Company Overview - Jinbei Electric Co., Ltd. is the largest wire and cable manufacturer in Central and Western China and serves as the president of the Hunan Province Wire and Cable Industry Association [3] - The company was listed on the Shenzhen SME Board on December 31, 2010, with a registered capital of CNY 553.134 million [3] Financial Performance - Total assets as of June 30, 2016, amounted to CNY 3,025,554,652.07, an increase from CNY 2,830,158,160.01 in December 2015 [4] - The company reported total revenue of CNY 1,317,212,717.42 for the first half of 2016, a significant decrease from CNY 3,236,131,416.50 in 2015 [5] - Net profit for the same period was CNY 74,193,192.81, down from CNY 152,532,098.47 in 2015 [5] Investment Projects - The company plans to invest in two major projects: the New Energy Vehicle (NEV) leasing project and the Cloud Cold Chain Logistics Comprehensive Service Center [6][7] - The NEV leasing project aims to deploy 10,000 vehicles over three years, starting with 1,500 vehicles in the first year [9] - The Cloud Cold Chain Logistics project will include an 80,000-ton modern cold storage and processing center, expected to open in September-October 2017 [8][9] Strategic Considerations - The investment in NEV leasing is driven by the need to transform and upgrade the company amidst industry capacity reduction [7] - The cold chain logistics project is supported by national policies and aims to meet the growing market demand for cold chain services [7][8] Team and Management - The company has established a dedicated subsidiary for the cold chain logistics project and appointed experienced professionals to lead the initiative [10] - For the NEV leasing project, a specialized team has been formed, leveraging internal talent and external expertise [10] Market Position and Future Plans - Jinbei Electric aims to become a leading provider of integrated energy battery systems, focusing on battery packs and related services [11] - The company plans to expand its production capacity based on market demand, currently standing at 1 GWh for battery packs and BMS [11]

证券代码：002533 证券简称：金杯电工 金杯电工股份有限公司投资者关系活动记录表 编号：2016-20 | --- | --- | --- | |----------------|----------------------------------|----------------------------------------------------------| | | | | | | █ | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 国海证券 电力设备与新能源行业分析师 李恩国 | | 人员姓名 | | 太平洋证券 研究部研究员 方杰 | | 时 间 | 2016 年 10 月 | 10 日 | | 地 点 | 公司技术信息综合大楼 | 6 楼会客室 | | 上市公司接待人 | 董事会秘书：黄喜华 | | | 员姓名 | 证券事务代表：邓绍坤 | | | 投资者 | 现场沟通与交流的主要情况和观 ...

证券代码：002533 证券简称：金杯电工 金杯电工股份有限公司投资者关系活动记录表 编号：2016-21 | --- | --- | --- | --- | |----------------|----------------------------|--------------|--------------------------------------------------------------| | | | | | | | █ | | 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 （请文字说明其他活动内容） | | | | | 东方证券 证券投资业务总部研究员 惠博闻 | | 参与单位名称及 | | | 泰信基金 基金经理助理 吴秉韬 | | 人员姓名 | 华夏基金 机构投资部 周克平 | | | | 时 间 | 2016 年 10 月 | 日 | 12 | | 地 点 | 公司技术信息综合大楼 | 6 楼会议室 | | | 上市公司接待人 ...

证券代码：002533 证券简称：金杯电工 编号：2016-24 | --- | --- | --- | |-------------------------|------------------------|--------------------------------------------------------------| | | | | | | █ | 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 | | 参与单位名称及 人员姓名 | 泰康资产 研究员 张 | | | | | | | 时 间 | 2016 年 11 月 | | | 地 点 | 公司技术信息综合大楼 | 403 办公室 | | 上市公司接待人 | 董事会秘书：黄喜华 | | | 员姓名 | 证券事务代表：邓绍坤 | | | 投资者 | 1 | 、问：对行业未来发展情况有什么看法？ | | 关系活 | | | | 动主要 | | 答：电线电缆作为传输电力、电气等实现电磁能转换的线材产 | | 内容介 绍 | ...