证券代码：002560 证券简称：通达股份 编号：2020-008 河南通达电缆股份有限公司 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） | | | | 安信证券军工研究员：花超、王晗 | | 参与单位名 | 国元证券：杨军 | | | 称及人员姓 | | | | 名 | 安信基金：王渊锋 国信证券：贺东伟 中国人寿：吴颖 | | | | | | | 时间 | 2020 年 11 月 12 | 日下午 | | 地点 | | 成都航飞航空机械设备制造有限公司会议室 | | 上市公 ...

Company Overview - Henan Tongda Cable Co., Ltd. has over 30 years of experience in the production and R&D of wires and cables, specializing in overhead conductors, power cables, and special cables [3] - The company is a major supplier of overhead conductors for ultra-high voltage transmission lines in China and has a strong position in the niche market of bare overhead conductors [3] - In 2016, Tongda acquired 100% of Chengdu Hangfei, which supports its strategy of focusing on its core business and deepening military industry involvement [3] Chengdu Hangfei Overview - Chengdu Hangfei specializes in precision machining services for military and civilian aircraft components and medical device parts, with a strong reputation in the industry [3] - The company has established a state-of-the-art flexible processing production line for aircraft components, significantly improving production efficiency and quality [4] - The DST intelligent flexible production line is expected to enhance manufacturing precision and efficiency by 5-10 times compared to traditional methods [4] Investment and Capacity Expansion - The production capacity for aluminum and titanium alloy products will significantly increase with the launch of the DST intelligent production line, laying a solid foundation for further development in military and civilian aircraft manufacturing [4] - Chengdu Hangfei aims to expand its market presence and profitability by leveraging its advanced production capabilities and strong brand recognition [4] Competitive Advantages - Chengdu Hangfei's main competitors include Chengdu Aileida, Sichuan Mingri Aerospace, and Chengdu Dekun [4] - Key competitive advantages include: - Brand recognition for stable quality and timely delivery [5] - Strong R&D capabilities and efficient product development processes [5] - A stable and efficient management team with deep industry understanding [5] - Ownership of the only advanced intelligent flexible processing line for aluminum alloy components in the domestic private sector [5] Future Plans - Chengdu Hangfei plans to enhance its intelligent manufacturing technologies and gradually shift from precision machining to component assembly [5] - The company aims to deepen its engagement with domestic military aircraft manufacturers and engine producers to increase production scale and profitability [5] - The acceleration of China's defense equipment development presents significant growth opportunities for Chengdu Hangfei [5]

Group 1: Company Overview - Chengdu Hangfei, acquired by Tongda Co., Ltd. in 2016, is a key support for the company's strategy focused on military and aerospace sectors [2][3] - The company specializes in precision processing services for military and civilian aircraft components, as well as medical device parts [2][3] - Chengdu Hangfei has established a strong reputation in the aircraft component manufacturing field, serving multiple military aircraft manufacturers and research institutes [3] Group 2: Investment and Production Plans - The company is investing in two bases, with no changes to the fundraising project due to market conditions [3][4] - The construction of the aviation component manufacturing base is complete, and the project is expected to enhance production efficiency significantly [3][4] - The company plans to utilize existing production capacity while accelerating the introduction of new capacity to meet growing demand in the defense equipment sector [4] Group 3: Equipment and Technology - The company is focused on acquiring advanced imported equipment, with procurement channels currently unobstructed despite international trade restrictions [4][5] - The introduction of the DST intelligent flexible processing production line is expected to transform traditional manufacturing methods, leading to digital, unmanned, and efficient production [3][4] - Chengdu Hangfei aims to enhance automation and production capacity significantly with the installation of new equipment [5] Group 4: Competitive Positioning - Chengdu Hangfei has rapidly increased its market share since its acquisition, becoming a significant competitor in the industry [5] - The company boasts several competitive advantages, including strong technical expertise, a stable team, and a unique standardized management model [5] - Future plans include expanding into new business areas and enhancing the aviation component supply chain to establish a respected position in the market [5]

证券代码：002560 证券简称：通达股份 编号：2021-001 参与单位名 称及人员姓 参与河南辖区上市公司2021年投资者网上集体接待日活动的投资者 名 河南通达电缆股份有限公司 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） | | | --- | --- | |------------|------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：002560 证券简称：通达股份 编号：2021-003 河南通达电缆股份有限公司 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 | | | | 参与单位名 | | | | | | | | | | 名 | | | | | 称及人员姓 | | | 富安达基金管理有限公司投资研究部基金经理：路旭 | | | | | | | 时间 2021 | 年 12 月 24 日 | | | | | | | ...

证券代码：002560 证券简称：通达股份 编号：2022-001 河南通达电缆股份有限公司 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 | | | | 参与单位名 | | | | | 称及人员姓 | | 国盛证券有限责任公司军工行业分析师助理：乾亮 | | | 名 | | | | | | | | | | 时间 2022 | 年 01 月 11 日 | | | | 地点 网络会议 | | | | | 上市公司接 ...

证券代码：002560 证券简称：通达股份 编号：2022-002 河南通达电缆股份有限公司 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 | | | 参与单位名 | | 西南证券电气设备和新能源分析师：敖颖晨 | | 称及人员姓 名 | | 北信瑞丰基金管理有限公司基金经理：邹杰 | | 时间 2022 | 年 01 月 21 日 | | | 地点 网络会议 | | | | 上市公司接 待人员姓名 | 公司董事会秘书：刘志坚 公司证券事务代表：李高杰 | | | | 关心的问题进行作答。 一、公司简介： | 公司董事会秘书刘志坚 ...

证券代码：002560 证券简称：通达股份 编号：2022-004 参与单位名 称及人员姓 参与河南辖区上市公司2022年投资者网上集体接待日活动的投资者 名 河南通达电缆股份有限公司 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（河南辖区上市公司 | 2022 年投资者网上集体接待日） | | --- | --- | --- | |------------|-------|-------------------------------------------------------------------| | 时 间 | | 2022 年 5 月 30 日（周一）下午 15:30—17:00 | | 地 点 | | 全景网路演厅（ ...

证券代码：002560 证券简称：通达股份 编号：2022-003 河南通达电缆股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |-------------------------|-------|-----------------------------------------------------------------------|-----------|------------------------------------------------------| | | | | | | | | □ | 特定对象调研 □ | | 分析师会议 | | 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 人员姓名 | | 投资者网上提问 | | | | 时间 2022 | | 年 4 月 29 日( | 周五)下午 | 15:00—17:00 | | 地点 | | ...

证券代码：002560 证券简称：通达股份 编号：2022-009 河南通达电缆股份有限公司 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 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | | | 广州诚协投资管理有限公司研究员：黄景荣 | | | 壹轩科技总经理：陈雄宇 | | | | | 深圳市前海锐意资本管理有限公司研究员：刘翎 | | | 深圳市德远投资投资经理：梁小玲 | | | | 智品隆投研：卢永森 | | | | | 方正证券股份有限公司执行董事：曾利洁 | | | 粤开证券广州分公司投资总监：李灵杰 | | | 参与单位名 | | 国新证券股份有限公司资产管理部项目经理 ...