证券代码：002701 证券简称：奥瑞金 奥瑞金包装股份有限公司投资者关系活动记录表 编号：2015-IR002 | --- | --- | --- | |----------------|---------------------|--------------| | | | | | 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 | | | 参与单位名称及 | 申万宏源 屠亦婷 | | | 人员姓名 | 中金 樊俊豪 | | | | 中信证券 鞠兴海 | | | | 银河证券 马莉、杨岚 | | | | 海通证券 曾知 | | | | 工银瑞信 张玮升 | | | | 安信证券 张妮 | | | | 中信建投 花小伟 | | | | 民生证券 陈柏儒 | | | | 信诚人寿 原瑞政 | | | | 中国人寿 张志雄 | | 1 | --- | --- | |-----------------------|---------------------- ...

证券代码：002701 证券简称：奥瑞金 奥瑞金包装股份有限公司投资者关系活动记录表 编号：2016-IR004 | --- | --- | --- | |---------------------------|----------------------------------|----------------------------------------------------------------| | | | | | 投资者关系活 | □ 特定对象调研 | □ 分析师会议 | | 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 | | | | ■ 其他 | | | 参与人员姓名 | 168 位分析师及投资者代表 | | | 时间 | 2016 年 6 月 27 日 | 15:30-17:00 | | 地点 | 公司会议室 | | | 方式 | 投资者交流电话会议 | | | 上市公司接待 | 沈陶、高树军 | | | 人员姓名 | 以及乐道互动、中科金财相关负责人 | | | 投资者关系活 动主要内容介 | | 本次投资者交流电 ...

证券代码：002701 证券简称：奥瑞金 奥瑞金包装股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|----------------------------------|------------------------------------------------------| | | | | | 投资者关系活 | ■ 特定对象调研 | □ 分析师会议 | | 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 | | | | □ 其他 | | | 参与人员姓名 | 6 月 6 日：中银国际 杨志威 | | | | 6 月 3 | 日：博时基金 欧阳凡 王晓冬 | | 时间 | 2016 年 6 月 3 日、 | 6 月 6 日 | | 地点 | 华彬中心 6 层公司会议室 | | | 方式 | 现场会议 | | | 上市公司接待 | 高树军 | | | 人员姓名 | | | | 投资者关系活 | 1 | 、公司一季度经营业绩增速放缓的原因，对后期经营业绩的 | | 动主要内容介 | ...

证券代码：002701 证券简称：奥瑞金 奥瑞金包装股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|---------------------------------|----------------------------------------------------| | | | | | 投资者关系活 | ■ 特定对象调研 | □ 分析师会议 | | 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 | | | | □ 其他 | | | 参与人员姓名 | 中信证券 于昭君、鄢鹏 | | | | | 华宝兴业基金 范红兵、贺喆、傅盈、李竹君 | | 时间 | 2016 年 1 月 4 日 | 15:30——16:30 | | 方式 | 现场会议 | | | | | | | 上市公司接待 人员姓名 | 高树军、梁琳璐 | | | 投资者关系活 | | | | 动主要内容介 | 1 、公司为何选择投资体育产业？ | | | 绍 | 答： | | | | 您好！ | | ...

Group 1: Business Operations - The company is currently progressing well in its two-piece can business, maintaining good strategic partnerships with clients such as Red Bull and Qingdao Beer, and expanding its customer base [4] - The production facilities in Zhejiang and Guangdong are operating at full capacity, while new plants in Guangxi and Shandong are being launched, with additional facilities under construction expected to be operational in the second half of 2016 [4] - The company aims to establish a comprehensive national layout for its two-piece can production, with a projected "6 points and 7 lines" configuration [4] Group 2: Financial Performance - The gross profit margin for the two-piece can business remains stable, with higher margins expected from high-end can types produced at the Hubei plant [5] - In 2015, the overall gross profit margin increased due to factors such as reduced raw material prices, process improvements, and enhanced supporting capabilities [5] - The company distributes at least 20% of its distributable profits in cash annually, with a distribution ratio of 50% or more since its listing [6] Group 3: Market Strategy - The company is not currently initiating price negotiations with major clients like Red Bull despite fluctuations in raw material prices [5] - Future collaborations with COFCO Packaging are anticipated to enhance operational efficiency and market competitiveness through resource sharing and innovation [7] - The company is investing in Yongxin Co. to align with its strategic goal of becoming a comprehensive packaging solution provider, expecting synergistic effects in their main business areas [8] Group 4: Investment and Growth - The company is exploring investments in the sports industry through partnerships with professional institutions and direct investments in promising projects [9] - The focus on ice and snow sports is seen as a long-term investment opportunity, with plans to leverage a broad sports platform for promoting products and enhancing client value [9]

Production Capacity - The current production capacity for three-piece cans is approximately 8 billion cans, while for two-piece cans it is about 3.2 billion cans, expected to reach around 5 billion cans by the end of the year [1][3] - Overall capacity utilization is approximately 80%, with three-piece cans averaging over 70% utilization and two-piece cans over 90% utilization [3] Investment Projects - The company's investment directions include domestic and international packaging investments, as well as extensions in related packaging fields [3] - Strategic investments include being the second-largest shareholder in COFCO Packaging and Yongxin Co., focusing on strategic cooperation and expansion in the packaging sector [3][4] - The company holds a 20% stake in Wotian Agriculture, aiming to promote high-end blueberry products [4] - Plans for overseas investment include establishing a two-piece can production line in Cuba to enhance profitability [4] New Product Development - New products include slender cans, aluminum bottles, and shaped cans, all targeting high-end food and beverage markets [4] - The high gross margin products are aimed at premium segments such as personalized juices, coffee drinks, functional beverages, and high-end beers [4][5] Financial Performance - The company experienced a decline in revenue and profit growth in the first half of the year due to a slowdown in the food and beverage industry and significant price drops in two-piece cans [5] - A recovery in the third quarter was noted, driven by a rebound in sales from core clients like Red Bull, leading to an increase in both revenue and profit year-on-year [5] Stock Issuance - The company is actively progressing with its non-public stock issuance, having responded to regulatory feedback and submitted the issuance plan as required [5]

证券代码：002701 证券简称：奥瑞金 编号：2016-IR005 奥瑞金包装股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|------------------------------|--------------| | | | | | 投资者关系活 | ■ 特定对象调研 | □ 分析师会议 | | 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 | | | | □ 其他 | | | 参与人员姓名 | 中邮基金 张景、郭鑫 | | | | 中信建投 张溢 | | | | 益民基金 张丽华 | | | | 华商基金 肖丹 | | | | 国寿安保 孟亦佳 | | | | 东兴基金 高坤 | | | | 建信基金 李蕤宏 | | | | 工银瑞信 张玮升 | | | 时间 | 2016 年 12 月 6 日 | 15:30-17:30 | | 地点 | 华彬中心 6 层公司会议室 | | | 方式 | 投资者现场调研 | | 1 | --- | --- | |------------ ...

证券代码：002701 证券简称：奥瑞金 奥瑞金科技股份有限公司投资者关系活动记录表 编号：2019-IR003 | --- | --- | --- | |--------------|------------------------------|----------------------------------------------------------| | | | | | 投资者关系活 | □ 特定对象调研 | ■ 分析师会议 | | 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 | | | | □ 其他 | | | 参与人员姓名 | | 申万 周海晨；申万 屠亦婷；新华基金 蔡春红；朴道瑞富 张富 | | | | 绅；泰康 刘玲弟；敦和 梁作强；华融证券 许之杰；中国人寿 | | | | 高媛媛；东方资管 蔡毓伟；鸿道投资 季巍；路博 迈余斌；湘 | | | | 财基金 林健敏； 汇丰晋信邹英杰；中银国际 张燕；宜和信远 | | | | 刘炜；中欧基金 鱼翔；东方资管 黄天潇；中泰资管 朱黎杰； | | | | 中天自营 马 ...

证券代码：002701 证券简称：奥瑞金 奥瑞金科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|-----------------------------|------------------------------------------------------------| | | | | | 投资者关系活 | □ 特定对象调研 | ■ 分析师会议 | | 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 | | | | □ 其他 | | | 参与人员姓名 | | 张光成 中信保诚基金； 蒋小东 弘尚； 况晓 万家基金； 雷凯 | | | | 北信瑞丰； 林浩然 鹏华基金； 林健敏 湘财基金； 刘欢 兴证资 | | | | 管； 刘倩 民森投资； 马万昱 华宝基金； 毛可君 东吴基金； | | | | 孟昊 鹏华基金； 潘更 社保理事会； 石嘉婧 六禾投资；是星涛 | | | | 汇丰晋信； 孙浩曦 建信资产； 涂万春 九泰基金； 王珠英 华美 | | | | 投资； 吴梦佳 ...

Group 1: Market Trends and Capacity - The two-piece can market is expected to show a positive trend due to structural changes in the low-end beer market and growth in new businesses represented by slim cans and bottles [3] - The overall capacity of the Xianning factory is approximately 1.5 billion cans, currently in a ramp-up phase, with capacity utilization expected to accelerate in the second half of this year and next year [3] Group 2: Business Transformation and Integrated Services - The concept of "total solution" proposed in previous years is increasingly recognized by customers, who are focusing more on brand and channel investments, leading to a demand for high-value-added services from packaging suppliers [3] - Key clients for integrated services include Dongpeng, Danone, Rijk Zwaan, and Ailuo, with ongoing discussions for new product development with several important clients [4] Group 3: Profitability and Industry Integration - Future profitability growth for two-piece cans will primarily come from providing high-value-added services, as cost compression alone is not a sustainable long-term driver [3] - Industry consolidation is significant for the healthy development of the two-piece can sector, presenting practical feasibility [4]