Group 1: Internet + Automotive Aftermarket Strategy - The company aims to enhance user engagement and market share through partnerships with tire distributors, leveraging technology and comprehensive services [2] - Development of an O2O platform to sell various tire brands and commercial vehicle parts, with nationwide dealer support for service implementation [3] - Focus on commercial vehicle IoT to provide big data value-added services, capitalizing on existing advantages to enter the automotive aftermarket and internet-related fields [3] Group 2: Smart Wheel Development - Smart wheels are equipped with chips to measure relevant data, enhancing the value of the company's steel wheel products [3][4] - The company has developed proprietary technology for smart wheel encapsulation, ensuring independent intellectual property rights [4] Group 3: Green Building Industrialization - National policies support the development of green building industrialization and steel structures, driving industry transformation and creating new market opportunities [4] - Xiamen has become a pilot city for modern residential industrialization, with specific goals outlined in the local implementation plan [4] Group 4: Financial Performance and Market Conditions - The company has over 350 million in unrecognized orders, indicating a strong backlog [5] - Slow revenue growth attributed to declining raw material prices, despite increased production [4] - The company is prioritizing the development of equipment steel structures in the future [4] Group 5: Strategic Partnerships and Market Expansion - Key global EPC contractors in the petrochemical sector include FLUOR, Technip, and JGC, with the company serving as a supplier of equipment steel structures [5] - The completion of the Lanzhou-Chongqing Railway is expected to facilitate market expansion for steel wheels and structures in Central Asia [5]

Group 1: Internet + Automotive Aftermarket Strategy - The company aims to enhance user engagement and market share through partnerships with tire distributors, leveraging technology and comprehensive services [2] - Development of smart wheel rims to provide value-added services and increase customer loyalty [2] Group 2: Logistics and O2O Platform Development - Establishment of a logistics platform focusing on industrial logistics, integrating the commercial vehicle IoT ecosystem for bidding, loading, and delivery services [3] - Creation of an O2O platform for selling various tire brands and commercial vehicle parts, with nationwide dealer service implementation [3] Group 3: IoT and Big Data Services - The company is positioning itself in the commercial vehicle IoT sector to provide big data value-added services, gradually entering the automotive aftermarket and internet-related fields [3] Group 4: Market Opportunities for Tubeless Steel Wheels - In developed regions, tubeless steel wheels have a penetration rate exceeding 95%, while in China, it is only 20% [6] - The Chinese automotive market is expected to reach an annual production and sales scale of 50 million vehicles, with corresponding market sizes of 39 billion CNY for OEM and 9 billion CNY for AM [6] - The overall wheel industry market size in China is projected to approach 60 billion CNY, with sustained growth expected over the next 3-5 years [6] Group 5: Green Building Industrialization - National policies support the development of green building industrialization and steel structures, driving industry transformation [4] - Xiamen has become a national pilot city for modern residential industrialization, with specific goals and measures outlined in the implementation plan [4] Group 6: Steel Structure Product Advantages - The company has obtained multiple quality and safety certifications, including ISO9001 and OHSAS18001, ensuring high standards in design, manufacturing, and installation [5] - Extensive experience and proprietary technology in steel structure design and installation, leading to a competitive edge in the industry [5]

证券代码：002593 证券简称：日上集团 编号：2015-0701 厦门日上车轮集团股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |----------------------------|--------------------|-------------|--------------------------------------------------------------------------| | | | | | | | R | | 特定对象调研 □分析师会议 □媒体采访 | | 投资者关系 活动类别 | □ | | 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 | | | 浙商证券股份有限公司 王鹏、方叶 | | 及人员姓名 | | | | | 时间 | 2015 年 7 月 | 14 日下午 | 13:00-15:00 | | 地点 | 公司一期三楼会议室 | | | | 上市公司接待 | | | | | 人员姓名 | | | 董秘钟柏安、证券事务代表邱碧华 | | ...

Group 1: Internet + Automotive Aftermarket Strategy - The company aims to enhance its competitive edge in the commercial vehicle IoT sector by forming alliances with tire distributors, leveraging technology, products, and channel advantages [2][3] - Key initiatives include developing smart rims to provide value-added services and increase customer loyalty [3] - Establishing a logistics platform focused on industrial logistics to integrate the commercial vehicle IoT ecosystem, offering features like bidding and cargo handling [3] Group 2: Smart Rim Product Development - The smart rim product incorporates a chip to measure relevant data, developed in-house with independent intellectual property [4] - Field tests for the smart rim have already commenced [4] Group 3: Dealer Development Strategy - The company plans to select at least one dealer in each province based on market conditions [4] Group 4: Traditional Business Development - The company will focus on quality leadership, adjusting product structure, and targeting high-margin product markets [5]

Group 1: Procurement Orders - The company signed a procurement contract with PRPC UTILITES AND FACILITIES SDN BHD for a steel structure system, with a production cycle of two years, dependent on the timely provision of project drawings [2] - Delays in the project timeline may occur if the drawings are not provided on time, but the project is managed by experienced EPCM contractors, including U.S. Fluor and French Technip, who have a strong track record in project management [3] - The total amount of the procurement order is confirmed, but the specific delivery dates for each batch are yet to be determined based on actual project conditions [3] Group 2: Financial Impact - The impact of the procurement order on the company's future performance for 2016 and 2017 cannot be precisely determined due to the variability in delivery schedules and external factors such as raw material price increases and exchange rate fluctuations [3] - The steel structures produced are high-margin products, and the company aims to maximize benefits through effective project management based on over a decade of experience [3] Group 3: Commercial Vehicle Aftermarket Project - The company has established Yuntong Tianxia IoT Co., Ltd. to lead the commercial vehicle aftermarket project, focusing on partnerships with tire distributors to create complementary advantages in technology, products, and channels [4] - The project aims to implement a comprehensive service model combining "Internet + technology + products + services + engineers" and "open source + cost reduction," enhancing user engagement and increasing market share [4] - The goal is to gradually build influence and competitiveness in the commercial vehicle IoT sector [4]

编号：2016-0801 证券代码：002593 证券简称：日上集团 厦门日上集团股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |----------------------------|--------------------------------|------------------------------------|------------------------------------------------------------------------------|-------| | | R | 特定对象调研 □分析师会议 □媒体采访 | | | | 投资者关系 活动类别 | □ | 业绩说明会 □新闻发布会 □路演活动 | | | | | □ 现场参观 □其他 | | | | | | 申万宏源证券 | 宋亭亭 | | | | 参与单位名称 | 中信证券 | 陈俊斌 | | | | 及人员姓名 | 浙商证券 | 沈独伊 | | | | | 华创证券 | 张文博 | | | | 时间 | 2016 年 8 月 29 | 日 | | | | ...

证券代码：002593 证券简称：日上集团 厦门日上集团股份有限公司 投资者关系活动记录表 编号：2017-01 | --- | --- | --- | --- | |----------------------------|-------------------------|------------------------------------|--------------------------------------------------------------------------------| | | R | 特定对象调研 □分析师会议 □媒体采访 | | | 投资者关系 活动类别 | □ | 业绩说明会 □新闻发布会 □路演活动 | | | | □现场参观 □其他 | | | | 参与单位名称 | 国泰君安 | | 陈 笑 青沣资产 张琎 | | 及人员姓名 | 证券日报 林东晖 | | | | 时间 | 2017 年 5 月 17 | 日 | | | 地点 | 厦门市集美区杏林北路 | 30 号 3 | 号会议室 | | 上市公司接待 | | 董事长吴子文 董事会秘书吴小红 | | | 人 ...

证券代码：002593 证券简称：日上集团 编 号：2022-004 厦门日上集团股份有限公司 2022 年 12 月 02 日投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------|------------------------------------------------------------| | | | | | 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 线上会议 | | | 参与单位名称及 人员姓名 | 海通证券 张欣劼、郭好格 | | | 时间 2022 | 年 12 月 02 日 | 15:00-16:30 | | 地点 线上交流会议 | | | | 上市公司接待人 | 董事会秘书：吴小红 | | | 员姓名 | 投关专员：刘鹭毅 | | | | 一、公司基本情况介绍 | | | | | 公司董事会秘书首先介绍了公司的发展历程及车 ...