证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-009 | --- | --- | --- | |-----------------------|--------------------------|--------------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | | 兴业证券：卜忠林、徐皓、廖伟吉 | | 人员姓名 | 野村证券：林界政、朱繼元 | | | | 统一证券：林子欽 | | | 时间 | 2017 年 5 月 19 | 日上午 10:00 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 董事会秘书马玉燕 | | | 投资者关系活动 | 一、公司基本情况介绍 | | | 主要内容介绍 | 1、公司基本情况 | | | | ...

证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-010 | --- | --- | --- | |-----------------------|------------------------|-----------------------------------------------------------------------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | | 广发证券：余高，杨佩莹；招商基金：付斌，仕林；富国基 | | 人员姓名 | | 金：钱伟华；平安资产：刘宁，韩越，古嘉元，张毅，万 | | | | 军，周永冠，高楠，王阳；广发基金：马文文；博时基金： 林博鸿；长城基金：陆杨，储雯玉，谭小兵；国金证券：骆 | | | | 思远，樊志 ...

证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-011 | --- | --- | --- | |-----------------------|-------------------------|-------------------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | 中金资本：邹臣 | | | 人员姓名 | 群益基金：谢天翎 | | | | 申万宏源：閻丹云 | | | 时间 | 2017 年 6 月 15 | 日上午 10:00 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 董事会秘书马玉燕 | | | 投资者关系活动 | 一、公司基本情况介绍 | | | 主要内容介绍 | | （一）公司重大资产重组项目进展情况 | | ...

证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-005 | --- | --- | --- | |----------------|-------------------------|----------------------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | | 华金证券、瑞银证券、东北证券、西证创新投资、俾斯麦资产、 | | 人员姓名 | 民生证券。 | | | 时间 | 2017 年 3 月 30 | 日上午 10:00 | | 地点 | 公司会议室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书马玉燕 | | | 投资者关系活动 | 一、公司基本情况介绍 | | | 主要内容介绍 | （一） 2016 | 年业绩情况介绍 ...

证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-004 | --- | --- | --- | |-----------------------|-------------------------|------------------------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | | 财通基金、承周资产、常春藤资产、广发证券、天风证券、太平 | | 人员姓名 | | 资产、汇丰晋信、兴全基金、西南证券、方正证券、上投摩根、华 | | | | 夏未来资本、新华基金、华泰柏瑞、大成基金、衍航投资、海通 | | | | | | | | 资管、交银基金、北京清和泉资本、茂典资产、创金合信基金、 | | | | 中信证券、西部证券自营、光大证券、平安大华基金、平 ...

Group 1: Company Performance Overview - In the first half of 2017, the company reported revenue of 861 million CNY, a year-on-year increase of 6.27% [2] - The net profit for the same period was 167 million CNY, reflecting a year-on-year growth of 17.93% [2] - The gross margin for the first half of 2017 was 37.62%, an increase of 4.72% compared to the previous year [2] Group 2: Factors Contributing to Growth - Continuous capacity expansion and production scale effects contributed to the increase in gross margin [2] - Improvements in production processes and the adoption of material-saving techniques helped reduce costs [2] - The company increased automation levels, adding 12 new die-cutting machines, bringing the total to 52, which is leading in the industry [2][3] Group 3: Future Performance Predictions - For the first nine months of 2017, the net profit attributable to shareholders is expected to increase by 20% to a range of 320 million to 400 million CNY [4] - The projected net profit for the third quarter is estimated to be between 153 million and 234 million CNY, indicating a year-on-year growth of 22.3% to 86.2% [4] Group 4: Major Asset Restructuring - On July 25, 2017, the company received formal approval from the China Securities Regulatory Commission for a major asset restructuring [4] - The equity transfer of Weibo Precision was completed on August 1, 2017, and the new shares were listed on August 15, 2017 [4] Group 5: Business Expansion and Client Development - Weibo Precision has entered the supply chains of major domestic smartphone brands such as OPPO, VIVO, Huawei, and Xiaomi [5] - The company is actively developing new products for the electric vehicle market, with production orders received since last year [6][7] - New Star Holdings is expanding its business in precision metal parts for hard drives and automotive components, while also developing new clients in the consumer electronics sector [8]

证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-016 | --- | --- | --- | |----------------|------------------------|------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | 银河金汇资管 ：郝力芳 | | | 人员姓名 | 中泰证券：吴吉森 | | | | 财通资管：杨帆、高远 | | | | 三商美邦人寿：连玲玉 | | | | 复华投信：谢柏垣 | | | | 统一投信：苏柏勋 | | | | | 永丰金证券：陈冠名、蒋杰、萧合顺、杨礼嘉 | | 时间 | 2017 年 9 月 6 | 日上午 10:00 | | 地点 | 公司会议室 | | | 上市公司接待人 | | | | 员姓名 | | ...

Financial Performance - In the first half of 2017, the company reported revenue of 861 million CNY, a year-on-year increase of 6.27% [3] - Net profit for the same period was 167 million CNY, reflecting a growth of 17.93% [3] - The gross profit margin for the first half of 2017 was 37.62%, an increase of 4.72% compared to the previous year [3] Growth Drivers - The increase in gross profit margin is attributed to: - Continuous capacity expansion and realization of production scale effects [3] - Process improvements and cost reductions through R&D investments [3] - Enhanced automation, with the addition of 12 roller knife machines, bringing the total to 52, leading to reduced labor costs and improved efficiency [4] - New Star Holdings saw a gross profit margin increase of 7.64% due to: - Adjustments in product structure and increased orders for high-margin products [4] - New customer acquisitions, including clients in the new energy vehicle sector [4] Future Projections - For the first nine months of 2017, net profit is projected to increase by 20% to 50%, translating to a range of 320 million to 400 million CNY [5] - After accounting for the first half's net profit, the estimated net profit for Q3 is between 153 million and 234 million CNY [5] Major Developments - The completion of a significant asset restructuring project, with the acquisition of Weibo Precision approved on July 25, 2017, and the share issuance for the acquisition completed on August 1, 2017 [5] - The total share capital increased from 586,124,019 shares to 752,233,872 shares following the issuance of new shares [5] Business Expansion - The company is actively expanding its smartphone and new energy vehicle businesses, with new product developments and increased unit values expected [6][7] - Weibo Precision has entered the supply chains of major domestic smartphone brands, enhancing its market position [8] - The CNC equipment count at Weibo Precision is projected to increase from 1,700 to over 3,000 by the end of 2017, supporting capacity expansion [9]

证券代码：安洁科技 证券简称：002635 苏州安洁科技股份有限公司投资者关系活动记录表 编号：2017-013 | --- | --- | --- | |-----------------------|-------------------------|-----------------------------------------------------------------------------------------------------------| | | | | | 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（电话会议） | | | 参与单位名称及 | | 坤元资产：李岩；国联证券：孙季萌，沈诚；中泰证券：佘 | | 人员姓名 | | 凌星；银华基金：倪明，李晓星；财通证券：赵成；太平基 金：应豪；中海基金：张海啸；海通富基金：杨宁嘉；兴业 | | | | | | | | 基金：徐玉良；安信证券：赵琦；万家基金：徐进 | | 时间 ...

证券代码：002635 证券简称：安洁科技 苏州安洁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（电话会议） | | | 参与单位名称及 | 信诚基金：吴振华 | | | 人员姓名 | 华安基金：涂围 | | | | 华商基金：郭磊 | | | | 银华基金：杜宇 | | | | 复星集团：宋清宝 | | | | 苏州君子兰资本：汪志彬 | | | | 华夏久赢资产：周武 | | | | 宁波悦海熙和投资：郭瑞 | | | | 东吴证券：顾文博、周兆康 | | | 时间 | 2020 年 1 月 3 | 日上午 9:30 、下午 14:00 | | 地点 | 公司会议室 | | 编号：2020-001 1 | ...