Group 1: Company Performance and Goals - The overall business goal for 2014 is to achieve a production and sales volume of 330,000 tons, with a target sales revenue of 3.4 billion CNY, representing an increase of 500 million CNY or 17% year-on-year [3][4]. - The company aims to focus on "project construction and capacity enhancement" while emphasizing "marketing breakthroughs and service innovation" [2][3]. Group 2: Export and Market Strategy - The company has seen a positive trend in foreign trade exports, with a robust order book and plans to expand its export base to meet demand [3][6]. - The company operates seven production bases across various regions, implementing a strategy to deepen its presence in East China, consolidate in South China, and expand into North, Northeast, Northwest, Central, and Southwest China [4][5]. Group 3: Pricing and Raw Material Management - Raw material prices have remained stable with minor fluctuations, leading to some product price reductions [3][5]. - The company plans to adjust its product structure to enhance overall profitability, aiming to reduce the proportion of its main product, PVC, to between 50% and 60% [5][6]. Group 4: Strategic Development Initiatives - The company is transitioning from a regional leader to a national player, enhancing its core competitiveness in scale, brand, channel, and technology [4][6]. - A focus on high-value products and independent distributors is part of the sales strategy, with a target sales structure of 50% through distribution, 40% through direct contracts, and 10% through exports [5][6]. Group 5: Regulatory and Market Opportunities - Recent government policies on underground pipeline construction are expected to provide significant growth opportunities for the plastic pipe industry, particularly in municipal engineering [6][7]. - The company anticipates that the "Five Water Co-Governance" initiative in Zhejiang Province will lead to rapid growth in underground pipeline sales over the next three years [6][7]. Group 6: Product Development and Expansion - Currently, PVC products account for approximately 60% of sales revenue, while PPR and PE products account for about 20% and 15%, respectively [6][7]. - The company is expanding its gas pipeline business, with plans to obtain production licenses and enhance technical capabilities in this area [7].

Group 1: Financial Performance - The company's net profit for the first half of 2015 is expected to grow by 15%-45% compared to the previous year [2] - The overall production and operation situation in the first half of the year is reported to be normal [2] Group 2: Project Bidding and Revenue - In 2014, the company participated in 65 bidding projects for wastewater treatment in Zhejiang Province, winning 32 bids [3] - The company anticipates an additional sales revenue of 300-500 million CNY from the projects won under the "Five Water Governance" initiative, which will be implemented within 2-3 years [3] Group 3: Business Development - The company is focusing on the development of gas pipeline business, enhancing equipment configuration and quality assurance systems [3] - The newly established home decoration division aims to promote home decoration products and establish "Youjia Pipe" as a new profit growth point in 2015 [3] Group 4: Future Trends and Mergers - Future mergers and acquisitions will primarily target plastic pipe production companies that complement the company's regional and product structure [4] - The company is involved in establishing a smart pipeline network company to enhance its service offerings in urban pipeline construction [4]

证券代码：002641 证券简称：永高股份 编号：2015-008 永高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 | □ 一对一沟通 | | | □ 其他 | | | 参与单位名称及 | 机构投资者： | 宏源证券王钦、中国中投证券王海青 | | 人员姓名 时间 | 2015 年 5 月 7 | 日 | | | | | | 地点 | 永高股份有限公司证券部 | | | 上市公司接待人 | | 董事会 ...

证券代码：002641 证券简称：永高股份 编号：2015-012 永高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 | □ 一对一沟通 | | | □ 其他 | | | 参与单位名称及 人员姓名 | 机构投资者： | 国金证券 郑晓刚 | | 时间 | 2015 年 11 月 | 13 日 | | 地点 | 证券部 | | | 上市公司接待人 员 | | 董事会秘书陈志国、助理李宏辉、胡飘飘 | | | 1 | 、浙江省推出的"五水共治"项目情况及对公司的影响？ | | | | 浙江省"五水共治"项目下半年开始供货，预计 2015 年给公司带 | | 投资者关系活动 ...

证券代码：002641 证券简称：永高股份 编号：2015-013 永高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 □ | 一对一沟通 | | | □ 其他 | | | 参与单位名称及 | 机构投资者： | 财通证券 陈君 | | 人员姓名 | | | | 时间 | 2015 年 11 月 27 | 日 | | 地点 | 证券部 | | | 上市公司接待人 员 | | 董事会秘书陈志国、助理李宏辉、胡飘飘 | | | | 1、公司管道销售情况？ | | | | 公司主要从事塑料管道的研发、生产和销售，是国内生产塑料管道 | | 投资者关系活动 | | 产品的 ...

证券代码：002641 证券简称：永高股份 编号：2015-015 永高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 | □ 一对一沟通 | | | □ 其他 | | | 参与单位名称及 | 机构投资者： | 信达证券 黄永光 张燕生 | | 人员姓名 | | | | 时间 | 2015 年 12 月 | 16 日 16:00 | | 地点 | 公司总部四楼洽谈室 | | | 上市公司接待人 员 | | 董事会秘书陈志国、助理李宏辉、胡飘飘 | | | | 1、公司的整体情况介绍？ | | | | 公司专业从事塑料管道产品的研发、生产和销售，是城乡管网建设 | | 投 ...

证券代码：002641 证券简称：永高股份 编号：2015-006 永高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 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | 类别 | □ | 新闻发布会 □路演活动 | | | ...

证券代码：002641 证券简称：永高股份 永高股份有限公司投资者关系活动记录表 编号：2015-002 | --- | --- | --- | |----------------|-------------------------|-----------------------------------------------------------------------------------------| | | | | | 投 资 者 关 系 | √ | 特定对象调研 □分析师会议 | | 活动类别 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | □ 一对一沟通 | | | □ 其他 | | | 参 与 单 位 名 | | 海通证券邱友锋、王飞燕、兴业证券陈文、东北证券谢文杰 | | 称 及 人 员 姓 | | | | 名 | | | | 时间 | 2015 年 1 月 27 | 日 | | 地点 | 公司二楼会议室 | | | 上 市 公 司 接 | | 副总经理兼财务总监杨永安、董事会秘书陈志国、证代任燕清、助理 | | 待人员 | 盛 ...

Group 1: Raw Material Price Impact - Recent decline in oil prices has positively affected the procurement costs of raw materials, particularly PVC, which has seen a smaller decrease compared to PPR and PE [2][3] - The company has not considered adjusting the prices of pipeline products, leading to an overall positive impact on profitability due to lower raw material costs [3] Group 2: Sales System Integration - The company is restructuring its sales system from independent management by subsidiaries to a centralized marketing center that coordinates regional sales centers and specialized sales divisions [3] - This integration aims for unified planning, pricing, and coordination across the national marketing strategy [3] Group 3: Sales Model and Marketing Strategy - The primary sales model is channel distribution, accounting for approximately 65%, with project contracting (including real estate delivery) at about 25% and exports at around 10% [3] - The company is exploring innovative marketing methods through social media platforms like Weibo and WeChat, as well as assessing the feasibility of online store sales [3] Group 4: Real Estate and Home Decoration Business Operations - The Real Estate Division is responsible for coordinating direct contracting and delivery for real estate projects, maintaining strong relationships with major developers like Vanke and China Overseas [4] - The newly established Home Decoration Division achieved notable success in 2014, with plans to enhance product promotion in 2015 to make "Youjia Pipe" a new profit growth point [4] Group 5: Mergers and Acquisitions - The company is focusing on acquiring plastic pipe production enterprises that complement its regional and product structure, aiming to strengthen its core business [4] - There is an emphasis on improving internal management and expanding sales channels while releasing production capacity in Tianjin, Chongqing, and Anhui [4]

Group 1: Financial Performance - The company's cash flow in Q1 was strong due to orderly business expansion and increased collection of accounts receivable before and after the Spring Festival, along with a cash-on-delivery approach for some promotional activities [3] - In 2014, the company opened a flagship store on JD.com, marking the beginning of its e-commerce sales, which aims to enhance product promotion and explore new breakthroughs in traditional sales models [2] Group 2: Market Impact - The slowdown in the real estate market is expected to affect the entire plastic pipe industry; however, the company's direct delivery business in real estate continues to grow, maintaining partnerships with major real estate firms [3] - The underground pipeline business is anticipated to drive good growth rates in the plastic pipe industry, with the next few years being a golden period for underground pipeline construction [3] Group 3: Strategic Planning - The company currently has production bases in East China, South China, North China, and Southwest China, with future plans to expand into the Northwest region through new construction or acquisitions [4] - The company terminated the acquisition of Hubei Tun Warehouse due to failure to reach consensus on key terms, aiming to avoid potential legal, financial, and operational risks [4] Group 4: Project Participation - In 2014, the company participated in 65 bidding projects for sewage treatment in Zhejiang Province, winning 32 bids; the bidding work for 2015 has already begun with good results [4] - Projects under the "Five Water Co-Governance" initiative are expected to generate additional sales revenue of 300-500 million yuan within 2-3 years [4]