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万安科技(002590) - 2014年12月4日投资者关系活动记录表
2022-12-07 09:31
Group 1: Company Overview - The main products of the company include pneumatic brake systems, hydraulic brake systems, clutch control systems, cast iron parts, and suspension systems. The pneumatic brake system has a relatively high revenue share, followed by hydraulic brake systems, while the clutch control system has a smaller share [1][2]. Group 2: Cost Management - The company aims to enhance cost control by promoting "just-in-time, accurate, efficient, safe, and cost-based" management practices, strengthening internal management, and reducing costs and various expenses [2]. Group 3: Clientele - Major clients include First Automobile Works (FAW), Jianghuai Automobile, Liuzhou Automobile, SAIC-GM-Wuling, and Shaanxi Automobile [2]. Group 4: Profitability - The increase in product gross margin in 2014 is attributed to adjustments in product structure, improved internal management, and the implementation of budget management and cost control measures [2]. Group 5: Production and Sales - The suspension system products are produced in Hefei, Anhui, and have a low gross margin due to high initial investments and fixed costs [2][3]. - The company’s sales model includes domestic OEM markets, international export markets, and domestic aftermarket [3]. Group 6: New Ventures - The newly established Boshen Company in August 2013 primarily focuses on expanding the domestic aftermarket [3]. - Jinwan'an Automotive Electronics Co., Ltd. is mainly engaged in the research and development of automotive electronic products such as ABS and EBS [3]. Group 7: Collaborations - Ongoing discussions are taking place regarding collaboration with Fawer Automotive Parts [3].
万安科技(002590) - 2015年12月22日投资者关系活动记录表
2022-12-07 08:48
Group 1: Company Overview and Product Development - The company is investing in modular products for the automotive sector, specifically in Anhui Wan'an, utilizing imported equipment and new materials like aluminum-magnesium alloys for lightweight development [1] - The company has established a localized factory in Liuzhou to strengthen partnerships with Dongfeng Liuzhou and SAIC-GM-Wuling for modular product collaboration [2] - Major clients for the company's large modular products include Jianghuai, Great Wall, Huatai, SAIC-GM-Wuling, Dongfeng Liuzhou, Dongfeng Xiaokang, and Southeast Motors [2] Group 2: Production Capacity and Strategic Partnerships - The "Automotive Electric Control Brake Project" aims to achieve an annual production capacity of 200,000 sets of ABS and 50,000 sets of EBS, with ABS already in mass production [3] - The company’s investment in the vehicle networking platform Feichi Meiwuzhi will facilitate the transition from electronic control to ADAS and smart vehicle development [3] - The company is also collaborating with Soda Technology for smart electric vehicle sharing and operations, enhancing its resource integration in the new energy vehicle sector [3] Group 3: Future Outlook and Strategic Planning - The company is optimistic about next year's performance, focusing on products like chassis subframes and pneumatic ABS, with over 18 new models in development [3] - Future strategic plans include expanding into automotive electronics, increasing investment in modular and lightweight development, and exploring rail vehicle transportation business [3] - The company aims to implement projects in energy recovery, vehicle networking, wireless charging, and ADAS through investments, joint ventures, and collaborations [3]
万安科技(002590) - 2015年12月25日投资者关系活动记录表
2022-12-07 08:38
Group 1: Company Overview - The company is focused on the production and sales of chassis modules, with significant revenue growth in Q3 2015 compared to 2014 [2] - The production base for chassis modules is located in Hefei, Anhui [2] - Key clients for chassis products include major automotive manufacturers such as Jianghuai, Great Wall, and SAIC-GM-Wuling [2] Group 2: Product Development and Market Strategy - The company plans to adopt new materials like aluminum-magnesium alloys and new processes to move towards lightweight products [2] - The company has developed over 18 new models in the modular product line, which will enhance sales as production scales up [3] - Future growth points are expected from modular products, pneumatic ABS, and pneumatic disc brakes [3] Group 3: Investment and Strategic Partnerships - The company has established a wholly-owned subsidiary in Liuzhou and formed joint ventures with partners like Fawer [3] - Recent investments include stakes in companies focused on vehicle networking and wireless charging, such as Evatran Group, Inc. [4] - The strategic partnership with Feichi Meiwul aims to enhance capabilities in vehicle networking solutions [4] Group 4: Future Development Plans - The company aims to expand into automotive electronics and enhance investment in modular and lightweight development [4] - Plans to explore rail vehicle transportation business and projects in energy recovery, vehicle networking, and ADAS through various collaborative methods [4] - The non-public stock issuance project was approved by the China Securities Regulatory Commission on December 9, 2015 [4]
万安科技(002590) - 2015年11月19日投资者关系活动记录表
2022-12-07 08:34
Group 1: Company Overview - The company has a balanced supply ratio of commercial vehicles and passenger vehicles, each accounting for approximately 50% of sales this year [2] - The company has developed over 18 new models, enhancing sales potential as these models gain traction [2][3] Group 2: Product Development and Technology - The company is focusing on automotive electronic products, including ABS, EBS, EPS, and ESC, with an emphasis on modularization and lightweight development [5] - Wireless charging technology offers advantages such as compact equipment, safety during charging, and improved management of charging stations [4] Group 3: Strategic Partnerships and Market Expansion - The company is collaborating with various partners to enhance its capabilities in ADAS and smart vehicle development [4][5] - Establishing a localized factory in Liuzhou to strengthen partnerships with major automotive manufacturers like Dongfeng Liuzhou and SAIC-GM-Wuling [2][4] Group 4: Financial Management and Cost Efficiency - Management expenses are relatively high compared to peers, but the company is increasing investment in R&D while reducing the proportion of management personnel through automation [4]
万安科技(002590) - 2015年11月4日投资者关系活动记录表
2022-12-07 08:34
浙江万安科技股份有限公司 投资者关系活动记录表 编号:2015-005 | --- | --- | --- | --- | |----------------|-------------------------|----------------------------------------|-----------------------------------------------------| | | √ | 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 (请文字说明其他活动内容) | | | 参与单位名称及 | | 中银国际 彭勇;华泰柏瑞基金 郝雪梅; | | | 人员姓名 | | 建信基金管理公司 聂清廉;工银瑞信 谭旭 | | | | | 太平资产管理有限公司 徐建花; | | | 时间 | 2015 年 11 月 4 | 日 10:00 | | | 地点 | 公司会议室 | | | | 上市公司接待人 | 董事会秘书 李建林 | | ...
万安科技(002590) - 2015年7月2日投资者关系活动记录表
2022-12-07 08:32
Group 1: Company Overview - The company has multiple subsidiaries focusing on various automotive components, including hydraulic braking products, chassis suspension, and electronic products like ABS and EBS [1][2] - Key clients include major automotive manufacturers such as Jianghuai Automobile and Dongfeng Liuzhou Motor [2] Group 2: Joint Ventures and Market Expansion - The joint venture with Fu'ao Company aims to integrate resources and expand market presence in northern regions [2] - Establishing Guangxi Wan'an is intended to enhance localized production and strengthen partnerships with major clients [2] Group 3: Product Development and Production Capacity - ABS products are currently in mass production with good sales performance, while EBS has completed matching verification with several main clients [2][3] - The company is focusing on lightweight materials and new processes for chassis suspension products to improve reliability and reduce emissions [3][4] Group 4: Future Strategic Planning - Future development will emphasize automotive electronic products, including ABS, EBS, EPS, and new energy electronic products [4] - The company plans to expand into rail transportation and enhance projects related to vehicle networking, wireless charging, and ADAS [4]
万安科技(002590) - 2015年6月18日投资者关系活动记录表
2022-12-07 08:22
Group 1: Company Overview - The company has multiple subsidiaries focusing on different products: Zhujing Wanbao specializes in hydraulic brake products; Anhui Wan'an focuses on chassis suspension products; Anhui Shenglong is engaged in casting products; and Xi'an primarily supplies parts for Shaanxi Heavy Truck [1][2]. - The establishment of Guangxi Wan'an aims to strengthen local factory presence and enhance cooperation with major clients like Dongfeng Liuzhou and General Motors Wuling [2]. Group 2: Product Development and Strategy - Key product development areas include brake systems, chassis suspension products, and electronic products, with a particular emphasis on new energy electronic products [2][3]. - The company is leveraging advanced foreign technologies and its own customer resources to develop wireless charging technology in collaboration with vehicle manufacturers [2][3]. - Future strategic plans involve focusing on new energy electronic products, increasing military product development, expanding into rail vehicle transportation, and advancing projects in vehicle networking, wireless charging technology, and ADAS [3]. Group 3: Clientele and Market Position - Major clients for the company's modular products include JAC Motors, Dongfeng Liuzhou, Great Wall Motors, Southeast Motors, and General Motors Wuling [3]. - The company is currently negotiating details for a joint venture with Fawer, aiming for resource integration and market breakthroughs in northern regions [2].
万安科技(002590) - 2016年5月30日投资者关系活动记录表
2022-12-06 23:56
浙江万安科技股份有限公司 投资者关系活动记录表 编号:2016-012 | --- | --- | --- | |----------------|----------------------------|--------------------------------------------------------| | | | | | | √ 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 | (请文字说明其他活动内容) | | 参与单位名称及 | | 广发证券 闫俊刚、唐哲;西南证券 陈怀逸;源品资产 陈小 | | 人员姓名 | | 平、姜鹏;前海安康投资 裘一凯 | | 时间 | 2016 年 05 月 30 | 日 13:30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 李建林 | | | 员姓名 | 证券事务代表 何华燕 | | | 投资者关系活动 | 一、签署《承诺函》 | | | 主要内容介绍 | 二、公司情况交流 | | ...
万安科技(002590) - 2016年6月2日投资者关系活动记录表
2022-12-06 23:44
浙江万安科技股份有限公司 投资者关系活动记录表 编号:2016-014 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | | | | | √ 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 | (请文字说明其他活动内容) | | 参与单位名称及 | | 美林证券 郑胜荣、王鹏宇、朱可欣 | | 人员姓名 | | | | 时间 | 2016 年 06 月 2 日 | 9: 30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 李建林 | | | 员姓名 | 证券事务代表 何华燕 | | | 投资者关系活动 | 一、签署《承诺函》 | | | 主要内容介绍 | 二、公司情况交流 | | | | 1 、问:公司目前产品大类? | | | | ...
万安科技(002590) - 2016年6月1日投资者关系活动记录表
2022-12-06 23:40
浙江万安科技股份有限公司 投资者关系活动记录表 编号:2016-013 | --- | --- | --- | |----------------|---------------------------|----------------------------------------| | | | | | | √ 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 | (请文字说明其他活动内容) | | 参与单位名称及 | 海通证券 谢亚彤;华泰保险 | 傅奕翔 | | 人员姓名 | | | | 时间 | 2016 年 06 月 01 | 日 14:30 | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事会秘书 李建林 | | | 员姓名 | 证券事务代表 何华燕 | | | 投资者关系活动 | 一、签署《承诺函》 | | | 主要内容介绍 | 二、公司情况交流 | | | | 1 | 、问:公司近年增长点会在哪里? | | | 答:公司气压 | ABS ...