编号：2016-001 证券代码：002637 证券简称：赞宇科技 浙江赞宇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 | | 太平洋证券股份有限公司杨林、国信证券苏淼、中国人寿资产 | | 人员姓名 | | 管理有限公司阳宜洋、东方证券资产管理有限公司蔡志鹏 | | | 时间 2016 年 1 月 20 日上午 | 9:30-12:00 | | | | 地点 杭州市西湖区古墩路 702 号 18 楼会议室 1812 | | 上市公司接待人 员姓名 | | 副总兼董秘任国晓、证代郑 ...

编号：2016-010 证券代码：002637 证券简称：赞宇科技 浙江赞宇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 人员姓名 | | 永赢基金管理有限公司蔡霖、招商证券孙维容 | | | 时间 2016 年 9 月 13 日上午 | 9:00-11:30 | | | | 地点 杭州市西湖区古墩路 702 号 18 楼会议室 1812 | | 上市公司接待人 员姓名 | 副总兼董秘任国晓、证代郑乐东 | | | | 记录如下： | 双方就公司生产经营、行业发展等相关问题进 ...

编号：2016-016 证券代码：002637 证券简称：赞宇科技 赞宇科技集团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 | | 人员姓名 泰康资产黄瑞娇、浙商基金陈鹏辉、唐桦、 浙商保险章宏帆 | | | | | | 时间 2016 | 年 12 月 21 日上午 | 9:40-11:30 | | 地点 | 杭州市西湖区古墩路 | 702 号 18 楼会议室 1812 | | 上市公司接待人 员姓名 | 副总经理兼董秘任国晓、证代郑乐东 | | ...

证券代码：002637 证券简称：赞宇科技 赞宇科技集团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 | （请文字说明其他活动内容） | | 参与单位名称及 | | 人员姓名 国金证券霍堃, 民生证券杨林,财富证券周策 | | 时间 2017 | 年 5 月 11 日上午 | 10:00-11:00 | | | 地点 杭州市西湖区古墩路 | 702 号 18 楼会议室 1815 | | 上市公司接待人 员姓名 | 副总经理兼董秘任国晓、证代郑乐东 | | | | | 双方就公司生产经营、行业发展、产业并购基金等相关问 ...

Group 1: Company Overview - Zanyu Technology Group Co., Ltd. acquired 60% of Hangzhou Green Pu Chemical Technology Co., Ltd. for 33.6 million yuan in December 2016 [1] - The company focuses on industrial cleaning, anti-corrosion lubrication, metal processing additives, and other safety intermediates [1] Group 2: Investment and Financials - The industrial merger fund recently acquired 29% of Huanxin Tianda Meihuan Environmental Technology Co., Ltd. for 145 million yuan and contributed 120 million yuan for capital increase, resulting in a 41.45% stake [1] - In 2016, the company’s external sales revenue was 43,647.60 million yuan, accounting for 10.01% of total revenue [3] Group 3: Business Segments - The company has expanded its daily chemical production bases to 14, with a 22.27% year-on-year increase in daily chemical product sales in 2016 [2] - The company’s oil chemical capacity is 800,000 tons, with a market share exceeding 1/3 of the domestic usable capacity [2] - The comprehensive gross margin for 2016 was 12.71%, an increase of 2.51 percentage points from the previous year [3] Group 4: Risk Management - The company manages raw material price fluctuations through inventory adjustments and futures hedging to mitigate market risks [2] - The gross margin for the testing business was 50.90% in 2016, a decrease of 6.95 percentage points due to increased market competition [3] Group 5: Future Outlook - The expected net profit for the first half of 2017 is between 40 million and 58 million yuan, influenced by the acquisition of stakes in Nantong Keita and Indonesia Duku Da [3]

证券代码：002637 证券简称：赞宇科技 赞宇科技集团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 | （请文字说明其他活动内容） | | 参与单位名称及 | 国投瑞银基金管理有限公司伍智勇 | , 上海证券通投资咨询科技 | | 人员姓名 | | 有限公司吴伟军,上海启览资产管理有限公司孔丹军,中泰证 | | | 券股份有限公司李杨 | , 中国国际金融股份有限公司李璇,国海 | | | | 证券股份有限公司谷航,西南证券李海勇,浙江巴沃资产管理 | | | 有限公司戚丽雅。 | | | 时间 2017 | 年 5 月 5 日上 ...

Group 1: Company Operations and Market Impact - The fluctuation in raw material prices, such as palm oil, can affect company performance, with price increases generally being more favorable than decreases, depending on specific conditions like the magnitude and duration of price changes [2][3] - The inventory cycle for raw materials is approximately two months [2] - The company aims to extend its industrial chain upstream, diversify product types, optimize product structure, and enhance production capacity [3] Group 2: Strategic Investments and Acquisitions - The investment direction for the company's industrial merger and acquisition fund focuses on high-quality targets in fields such as surfactants, daily chemicals, oil chemistry, testing, and consumption upgrades [2] - The acquisitions of Nantong Keita and Indonesia Dukuda are intended to leverage location advantages and reduce raw material procurement and manufacturing costs [3] - The company has an oil chemical production capacity of 800,000 tons, accounting for over one-third of the domestic usable capacity, with Dukuda and Keita having capacities of 450,000 tons and 250,000 tons, respectively [3] Group 3: Future Development and Strategic Planning - The company plans to integrate resources from Hangyouhua, Keita, and Dukuda to rationally arrange product varieties and market areas, adjusting product structure accordingly [3] - The future strategic development will focus on three main businesses: surfactants, oil chemicals, and testing, aiming for resource integration through mergers and acquisitions to promote healthy industry development and eliminate chaotic competition [3] - Increased investment in research and development is planned to maintain leading advantages in technology, quality, cost, and scale for existing main products, laying a solid foundation for entering international markets [3]

Group 1: Company Overview - Zanyu Technology Co., Ltd. is involved in the production of surfactants and chemical products, with a total surfactant capacity of 450,000 tons [1][2] - The company has production bases in multiple locations including Zhejiang, Sichuan, Hunan, Hebei, and Jiangsu [2] Group 2: Financial and Operational Insights - The company has an oil chemical product capacity of 800,000 tons, accounting for over one-third of the domestic usable capacity [2] - The inventory cycle for raw materials is approximately two months [2] Group 3: Competitive Landscape - Major competitors include Lichen, Jintong, Zhongqing, and Huaxing [2] Group 4: Strategic Development - Future strategic plans focus on the three main businesses: surfactants, oil chemical products, and testing services, with an emphasis on mergers and acquisitions for resource integration [2] - The company aims to enhance R&D investment to maintain a leading edge in technology, quality, cost, and scale [2]

编号：2016-014 证券代码：002637 证券简称：赞宇科技 赞宇科技集团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 人员姓名 | 泰康资产黄瑞娇，西南证券张汪强。 | 汇丰晋信骆志远，国泰君安证券陈宏亮、韩依凡、孙蕉城，国 金证券霍堃，海立方基金胡昂，信诚基金聂炜，尚雅投资王锴， | | | 时间 2016 年 11 月 16 日上午 9:30-1 ...

Group 1: Company Overview - The company is Zanyu Technology Group Co., Ltd., with a stock code of 002637 [1] - The company has a market share of over 30% in the surfactant market [2] Group 2: Production Capacity - The total production capacity for surfactants is approximately 450,000 tons, with additional processing capacity of 180,000 to 200,000 tons [2] - The company has a total production capacity of 800,000 tons for fatty chemical products, including 100,000 tons in Hangzhou [3] Group 3: Industry Position and Competitors - Major competitors include Hunan Licheng, Tongzhi, Zhongqing, and Huaxing [2] - The surfactant industry is in a growth phase with no cyclical fluctuations, driven by rigid demand [3] Group 4: Financial Performance and Forecast - The company predicts a net profit of 112.5 million to 120 million yuan for 2016, due to improved sales and gross profit levels [4] - The acquisition of 60% stakes in Nantong Kaita and Indonesia Duku Da is expected to increase sales revenue and net profit [4] Group 5: Strategic Initiatives - The company aims to reduce reliance on palm oil and coconut oil by utilizing animal fats and genetically modified soybean oil for higher-value products [4] - Establishing an industrial merger fund to identify quality targets in surfactants and consumer upgrades [3]