Group 1: Investor Relations Activities - The investor relations activity included a site visit and a research meeting on July 30, 2020, led by company executives [1][3] - Participants included representatives from various investment firms and funds, such as Southern Fund and Huatai Securities [1][3] Group 2: Project Overview - The site visit focused on the progress of the Longxing project, a subsidiary of Aikang Technology, which is involved in the production of heterojunction solar cells [3][4] - The project is divided into three phases, with the first phase completed and funding sourced from previous transactions [3][4] Group 3: Technology and Market Insights - The company discussed the advantages of heterojunction technology and its market pricing, indicating a potential premium of 2 to 3 cents per watt compared to traditional components [3][4] - Aikang Technology has developed new materials to bypass existing patents, enhancing their competitive edge in the market [3][4] Group 4: Production Capacity and Challenges - Current production capacity is targeted to increase from 2,500 to 5,000 cells, with a focus on optimizing equipment costs [4] - The company faces challenges in balancing imported and domestic production lines, with plans to improve efficiency [4] Group 5: Financial and Operational Updates - Aikang Technology reported a provision of 311 million yuan due to risks associated with business partners, with ongoing debt negotiations [4] - The company maintains a strong market presence, with over 70% of its frame sales in overseas markets and a significant share in the support structure business [4]

编号：2020-01 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 华安基金 刘畅；中海基金 陈思远；农银汇理 邢军亮；高毅资产 张景若 人员姓名 豪、姜思辰；华泰柏瑞 陈乐；广发证券 李蒙；富安达基金 路旭；海通 证券 张一弛、徐柏乔、吉晟；交银施罗德 孙婕衍；阳光保险 王润川；北 京金阳合众资产 王德文；长江证券 曹海花；上海道仁资产 李晓光；中 信建投证券 张鹏；唯德投资 杨青海；沣京资本 李正强；招商证券 刘晓 飞； 证券代码：002610 证券简称：爱康科技 江苏爱康科技股份有限公司投资者关系活动记录表 | --- | --- | |-----------------------------|-------------------------------------------------------------------------| | 时间 | 2020 年 1 月 16 日下午 | | 地点 | 江苏省张家港经济开发区金塘路公司三楼会议室 | | 上市公司接待人 员姓名 ...

证券代码：002610 证券简称：爱康科技 江苏爱康科技股份有限公司投资者关系活动记录表 编号：2019-01 | --- | --- | --- | |-----------------------|-------------------------|----------------------------------------------------------------------------------------------------------------------------------| | | | | | 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 | 申万宏源 | 张雷；申万自营 孙威；申万研究 陈楚瑶；海资资管 刘彬；毅 | | 人员姓名 | | 达投资 范小兵；兴聚投资 张增超；光大保德信 王明旭；汐泰投资 陈扬 亚；光证资管 曾炳祥；洪道投资 王凯；朱登远；申万宏源 ...

编号：2020-03 证券代码：002610 证券简称：爱康科技 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | ■ | 特定对象调研 □分析师会议 | | 类别 ...

编号：2020-04 证券代码：002610 证券简称：爱康科技 江苏爱康科技股份有限公司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 | □ ...

编号：2020-05 证券代码：002610 证券简称：爱康科技 江苏爱康科技股份有限公司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 （请文字说明其他活动内容） | | 参与单位名称及 人员 ...

证券代码：002610 证券简称：爱康科技 编号：2021-03 | --- | --- | --- | --- | |-------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------|----------------------------------------------------- ...

证券代码：002610 证券简称：爱康科技 编号：2021-02 | --- | --- | --- | --- | |-----------------------------|--------------------------------------------------------------|----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Financial Performance - The company's operating revenue for Q3 2022 was ¥1,910,706,210.64, representing a 151.52% increase year-over-year[4] - Revenue for the period reached ¥4,323,928,550.52, a 113.29% increase compared to ¥2,027,253,157.65 in the previous period, driven by increased sales of components and brackets[11] - Total operating revenue for the current period reached ¥4,323,928,550.52, a significant increase from ¥2,027,253,157.65 in the previous period, representing a growth of approximately 113%[27] - The net profit attributable to shareholders was -¥112,715,955.29, a decrease of 111.53% compared to the same period last year[4] - The net loss attributable to the parent company's shareholders was ¥272,262,442.93, worsening from a loss of ¥120,004,283.92 in the same period last year[30] - The company reported a net loss attributable to the parent company of ¥290,502,582.24, compared to a loss of ¥127,084,235.31 in the previous period[33] - Basic earnings per share (EPS) for the current period is -0.0609, compared to -0.0268 in the previous period, indicating a decline in profitability[33] Cash Flow and Liquidity - The net cash flow from operating activities for the year-to-date was ¥107,145,850.69, an increase of 353.09% compared to the previous year[4] - The net cash flow from operating activities for the current period is ¥107,145,850.69, compared to ¥23,647,667.64 in the previous period, indicating significant growth[37] - The total cash inflow from operating activities is ¥4,597,232,423.67, up from ¥2,104,273,019.14 in the previous period, reflecting a year-over-year increase of approximately 118%[34] - The cash outflow from operating activities totals ¥4,490,086,572.98, compared to ¥2,080,625,351.50 in the previous period, reflecting a significant increase in operational expenses[34] - Cash and cash equivalents at the end of the period amount to ¥452,493,832.86, compared to ¥241,652,250.64 at the end of the previous period, showing an increase of approximately 87%[37] Assets and Liabilities - Total assets at the end of the reporting period were ¥12,348,869,215.46, a 35.77% increase from the end of the previous year[4] - The company's cash and cash equivalents increased by 181.59% to ¥3,256,486,440.63 due to increased sales and customer prepayments[8] - Short-term borrowings increased by 65.23% to ¥2,853,839,000.00 from ¥1,727,200,034.20, reflecting a rise in current loans and discounted notes[11] - The total liabilities increased to ¥8,670,700,679.08 from ¥5,335,978,873.87, marking an increase of about 63%[26] - The company reported a decrease in equity attributable to shareholders by 8.58% to ¥3,328,801,485.43 compared to the previous year[4] - The company's total equity decreased to ¥3,678,168,536.38 from ¥3,759,501,680.74, a decline of approximately 2%[26] Operational Metrics - Accounts receivable rose by 40.84% to ¥769,224,699.12, driven by increased sales in battery and component businesses[8] - Inventory increased by 53.21% to ¥653,889,529.87, attributed to a significant rise in orders[8] - The company experienced a significant increase in long-term prepaid expenses by 30.05% due to increased expenditures on new product molds[8] - The company reported a significant increase in accounts payable, which rose by 57.17% to ¥1,312,602,628.01 from ¥835,138,600.07, driven by higher business volumes in battery and component sales[11] - Contract liabilities surged by 964.25% to ¥789,255,809.07 from ¥74,160,434.47, primarily due to an increase in advance payments received[11] Research and Development - Research and development expenses increased by 108.53% to ¥57,748,500.94 from ¥27,692,899.50, indicating a significant investment in innovation[11] - Research and development expenses for the current period were ¥57,748,500.94, up from ¥27,692,899.50, reflecting a growth of approximately 108%[30] Other Financial Metrics - Other income saw a remarkable increase of 1313.82% to ¥113,233,831.37 from ¥8,009,051.87, mainly due to the recognition of deferred income[11] - The company experienced a 40.55% decrease in income tax expenses, amounting to -¥33,063,301.82 compared to -¥55,617,932.57 in the previous period, due to reduced deferred tax expenses[11] - The financial expenses for the current period were ¥140,894,849.06, down from ¥184,120,386.64, showing a reduction of about 24%[30] - The company reported a significant increase in tax and additional charges, totaling ¥21,202,933.40 compared to ¥11,257,833.27, an increase of approximately 88%[30] Strategic Developments - The company is focusing on expanding its market presence and enhancing product development strategies to improve future performance[32] - The company purchased two sets of heterojunction solar cell production lines with a capacity exceeding 600MW each, totaling over 1.8GW in the last 12 months[19] - The total estimated procurement amount for silicon materials from Jiangsu Zhongneng Silicon Industry Technology Development Co., Ltd. from 2022 to 2027 is approximately CNY 14.082 billion (including tax) for 45,840 tons[20] - The company has adjusted the repayment plan for a loan of CNY 576 million, with a remaining balance of CNY 186 million as of October 9, 2022[20] - The company continues to provide guarantees for financing repayment deadlines for its subsidiaries, ensuring ongoing financial support[20] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 312,362, indicating a broad base of investor interest[15] Audit Status - The company has not undergone an audit for the third quarter report[38]

Financial Performance - The company's operating revenue for the first half of 2022 was ¥2,413,222,339.88, representing a 90.38% increase compared to ¥1,267,602,908.40 in the same period last year[26]. - The net profit attributable to shareholders of the listed company was -¥159,546,487.64, a decrease of 139.13% from -¥66,718,908.00 in the previous year[26]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥228,505,100.30, which is a 35.47% increase in losses compared to -¥168,680,387.18 last year[26]. - The net cash flow from operating activities was ¥244,306,531.12, up 97.50% from ¥123,696,827.09 in the same period last year[26]. - The basic and diluted earnings per share were both -¥0.04, reflecting a 300.00% decrease compared to -¥0.01 in the same period last year[26]. - The weighted average return on net assets was -4.60%, a decline of 2.94% from -1.66% in the previous year[26]. - The operating cost increased by 100.89% to ¥2,437,867,224.25 from ¥1,213,507,642.63, primarily due to increased sales of components and brackets[48]. - The gross profit margin for the solar component manufacturing segment decreased by 2.80% to -1.58% due to a 99.07% increase in revenue and a 104.71% increase in costs[50]. - The company reported a significant increase in investment amounting to ¥900,878,437.25 for the current period, representing a 284.08% increase compared to ¥234,552,546.17 in the same period last year[64]. Assets and Liabilities - Total assets at the end of the reporting period were ¥11,073,244,118.68, an increase of 21.74% from ¥9,095,480,554.61 at the end of the previous year[26]. - The net assets attributable to shareholders of the listed company decreased by 5.49% to ¥3,441,295,585.57 from ¥3,641,153,460.85 at the end of the previous year[26]. - The company's cash and cash equivalents increased to ¥2,138,494,533.04, representing 19.31% of total assets, up from 12.71% last year[54]. - The company reported a significant increase in inventory to ¥924,929,075.63, which is 8.35% of total assets, due to a substantial increase in orders[54]. - The total liabilities increased, with short-term borrowings rising to ¥2,353,600,000.00, accounting for 21.25% of total assets, compared to 18.99% last year[56]. - The company has a total of ¥5,429,874,585.83 in restricted assets, including cash, fixed assets, intangible assets, accounts receivable, construction in progress, investment properties, and long-term equity investments[63]. Research and Development - Research and development expenses rose significantly by 125.95% to ¥38,403,416.49, up from ¥16,996,050.95, mainly due to increased investment in battery and component R&D[50]. - The newly launched AK iCell heterojunction battery has achieved an average conversion efficiency of over 24.5%, with a bifacial rate of 95%[35]. - The AK iPower high-efficiency heterojunction module can reach a maximum power of 700W and a conversion efficiency of 22.53%, resulting in approximately 10% increase in power generation[35]. - The company has a strong R&D team led by industry experts, enhancing its competitive edge in the solar photovoltaic sector[37]. Market Position and Strategy - The company has an annual production capacity of over 35 million sets of photovoltaic frames, maintaining a leading position in the overseas photovoltaic accessories market[33]. - The company aims to achieve over 40GW of high-efficiency solar cell and module production capacity within five years, focusing on high-efficiency manufacturing and smart energy services[37]. - The company has established long-term strategic partnerships with over 25 global photovoltaic module manufacturers, providing customized frames for over 15GW of module manufacturers[33]. - The company has developed a global marketing network with over 70 domestic sales personnel and more than 50 overseas marketing team members, establishing offices in countries such as Germany, Brazil, India, and Australia[39]. Environmental and Social Responsibility - The company emphasizes sustainable development and environmental protection, integrating ecological principles into its operational projects[104]. - The company has established an emergency response plan for environmental incidents, ensuring a rapid and coordinated response to potential pollution events[96]. - The company has committed to managing hazardous waste, with 4.5 tons of hazardous waste processed by a qualified third-party unit in 2022[100]. - The company’s wastewater emissions include COD at 130 mg/L and ammonia nitrogen at 9.39 mg/L, all complying with environmental discharge standards[90]. Corporate Governance and Management - The company has made changes in its management team, including the appointment of a new president and the election of new directors in January 2022[84]. - Jiangsu Aikang Technology Co., Ltd. has established a robust corporate governance structure, ensuring timely and accurate information disclosure to investors[102]. - The company has implemented a training system for employees, enhancing their skills and promoting a cohesive work environment[102]. - The company has maintained good relationships with suppliers and customers, ensuring compliance with contracts and fostering a trustworthy business environment[103]. Risks and Challenges - The company faces risks from global industrial policy changes affecting the photovoltaic industry, which may introduce uncertainties in domestic and international markets[76]. - The company is experiencing increased pressure on accounts receivable recovery due to operational pressures on upstream and downstream customers in the photovoltaic industry[77]. - The company reported significant fluctuations in raw material prices due to complex international trade barriers and logistics costs, which could adversely affect profitability[77]. Shareholder Information - The total number of shareholders at the end of the reporting period was 348,637[168]. - The company has repurchased a total of 12,711,000 shares, accounting for 0.2838% of the current total share capital, with a total transaction amount of ¥60,005,230[165]. - The top ten shareholders include Jiangsu Aikang Industrial Group and Jiangyin Aikang Investment, both controlled by the same actual controller, Zou Chenghui, indicating a unified action among these shareholders[173]. - Zou Chenghui, the chairman and president, holds 121,846,200 shares, representing 2.72% of total shares[174].