证券代码：002623 证券简称：亚玛顿 常州亚玛顿股份有限公司投资者关系活动记录表 编号：2015-007 | --- | --- | --- | |-------------------------|--------------------|--------------------------------------------------------| | | √ | 分析师会议 | | | | 业绩说明会 | | 投资者关系活动类别 | | 路演活动 | | | √ | | | | | 其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | | 珩生资管王维一；浙商证券郑丹丹； | | 时间 | 2015 | | | 地点 | 公司会议室 | | | 上市公司接待人姓名 | | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | 1 | 、公司上半年经营情况如何？超薄双玻组件产品推广怎样？ | | | | 答：公司上半年度光伏减反玻璃产品的产能处于满产的状态， | | | | 超薄双玻组件 ...

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-005 | --- | --- | --- | |-----------------------------|--------------------|-------------------------------------------------------------| | | √ | 分析师会议 | | | | 业绩说明会 | | 投资者关系活动类别 | | 路演活动 | | | | | | | | 其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | | 国泰君安洪荣华、上海凯石益正资管丁振 | | 时间 | 2015 | | | 地点 | 公司会议室 | | | 上市公司接待人姓名 | | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | 1、 | 公司目前的生产状况如何？ | | | | 答：公司目前的生产状况良好，传统减反玻璃生产线处于满负 | | | | 荷生产的状态。公司今 ...

编号：2015-008 证券代码：002623 证券简称：亚玛顿 常州亚玛顿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（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | | 中投证券李凡；招商证券陈述子；广发证券李宗锐 | | 时间 | 2015 年 11 月 | 03 日 | | | | | | 地点 | 公司会议室 | | | 上市公司接待人姓名 | | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | 1、公司 2015 | 年前三季度生产经营状况如何 ...

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-009 | --- | --- | --- | |-------------------------|--------------------|---------------------------------------------------------------------------------------| | | √ | 分析师会议 | | | | 业绩说明会 | | 投资者关系活动类别 | | 路演活动 | | | | | | | | 其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | | 上投摩根王鹏；中信证券耿剑 | | 时间 | 2015 | | | 地点 | 公司会议室 | | | 上市公司接待人姓名 | | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | | 1 、公司目前传统 | 二、采取问答方式，由董秘刘芹女士负责回答： 玻璃生产情况如何？预计 2015 年产量将能 | | | 达到多少？ | | | | 答：公司传统 | ...

Group 1: Company Overview - The main business of the company includes traditional photovoltaic anti-reflective glass, ultra-thin double-glass components, and demonstration projects for ultra-thin double-glass solar power stations [1] - The company has begun sample testing for new technology applications in electronic consumer products, with small-scale trial production expected by the end of the year and gradual mass production starting in Q2 of the following year [1] Group 2: Production Capacity and Quality - The company is currently operating at full capacity, with an expected annual production of approximately 30-32 million square meters of traditional glass in 2015 [1] - The yield rate for the 2mm ultra-thin double-glass components is generally above 99% [1] Group 3: Product Advantages - Ultra-thin double-glass components offer advantages such as lightweight, longevity, aesthetic appeal, and light transmission, effectively reducing manufacturing costs and improving photovoltaic efficiency [2] - In 2015, over 99% of the solar power station projects will utilize the company's ultra-thin double-glass components, with only 1% using traditional solar components for comparative analysis [2] Group 4: International Expansion and Future Plans - The company has established a wholly-owned subsidiary in Dubai with a planned capacity of 100MW for ultra-thin double-glass components, with production expected to commence next year [2] - The company is also involved with SolarMax Technology in the U.S., which is performing well with increasing sales revenue and is expected to complete its IPO in the first half of the following year [2] - Future development plans focus on research in thinner glass applications and innovation in basic materials, extending beyond photovoltaic fields to energy-saving building materials and electronic consumer products [2]

证券代码：002623 证券简称：亚玛顿 常州亚玛顿股份有限公司投资者关系活动记录表 编号：2014-011 | --- | --- | --- | |-------------------------|--------------------|---------------------------------------------------------| | | √ | 分析师会议 | | | | 业绩说明会 | | 投资者关系活动类别 | | 路演活动 | | | | | | | | 其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | | 广发证券蔡红辉；恒益富通张城、王钱 | | 时间 | 2014 | | | 地点 | 公司会议室 | | | 上市公司接待人姓名 | | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | 1 | 、公司目前的主营业务及技术储备情况？ | | | | 答：目前，公司主营业务主要分为两部分：1、公司传统光伏减 | | | | 反玻璃镀膜业务（包括超薄玻 ...

Group 1: Company Strategy and Market Position - The company is focusing on the production of ultra-thin double-glass modules, anticipating that they will gradually replace traditional modules in the market [2] - The core material for these modules, thin glass, is currently produced using chemical tempering, which is costly and environmentally harmful; the company aims to implement physical tempering through collaboration with Liseck [2] - The company is the largest manufacturer of anti-reflective glass in China, facing competition from new entrants using low-price strategies [3] Group 2: Product Advantages and Applications - Ultra-thin double-glass modules offer advantages such as lightweight, longevity, safety, aesthetics, and light permeability, which can effectively reduce manufacturing costs and improve photovoltaic efficiency [3] - These modules are particularly suited for harsh environmental conditions, such as coastal areas, snowy regions, and high-temperature environments, as well as for applications in rooftops, parking lots, and agricultural greenhouses [3] Group 3: International Expansion and Production Capacity - The company is establishing a factory in the Middle East to tap into overseas markets, which are perceived as more mature and regulated [3] - The planned production capacity for the ultra-thin double-glass module line in the Middle East is 200 MW, with the first phase set to complete a 100 MW production line by spring 2015 [4] Group 4: Financial Growth and Project Development - The company aims to leverage partnerships for financing and resources to develop downstream solar power projects, creating new profit growth points [4] - The construction of solar power projects will also promote the market adoption of ultra-thin double-glass modules through demonstration projects [4]

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-001 | --- | --- | --- | |-----------------------------|------------------------------------------------------------------------|------------------------------------| | | | | | | 分析师会议 | | | | 业绩说明会 | | | 投资者关系活动类别 | 路演活动 | | | | | | | | 其他（请文字说明其他活动内容） | | | 参与单位名称及人员 姓名 | 中信证券刘建义、陶咏凌、汤敏；长江证券范超；熙玥投资程 | | | 时间 | | | | 地点 | | | | 上市公司接待人姓名 | 董事会秘书：刘芹；证券事务代表：金振华； | | | | 一、签署《承诺书》 | | | | 二、采取问答方式，由董事会秘书刘芹负责回答： 年生产经营情况以及 2015 | 年的经营规划？ | | | 年，公司经营状况良好。传统减反玻璃出 ...

常州亚玛顿股份有限公司投资者关系活动记录表 证券代码：002623 证券简称：亚玛顿 编号：2015-002 | --- | --- | |-----------------------------|---------------------------------------------------------------------| | 投资者关系活动类别 | 分析师会议 \n业绩说明会 \n路演活动 \n其他（请文字说明其他活动内容） | | 参与单位名称及人员 姓名 | 中银国际证券赵颖芳、应宜、张丽新；盈锋资本祁腾； | | 时间 | 日 | | 地点 | | | 上市公司接待人姓名 | 董事会秘书：刘芹；证券事务代表：金振华； | | | 一、签署《承诺书》 | | | 二、采取问答方式，由董事会秘书刘芹负责回答： | | | 、目前太阳能光伏组件产品中使用减反玻璃的比例是多少？ | | | 答：目前使用减反玻璃的太阳能光伏组件约占 70%-80% 。 | | | 、公司新产品超薄双玻组件与传统的组件比较优势是什么？ | | | 答：与传统组件比较，超薄双玻组件具有轻量化、长寿化、安 | | | ...