股票代码：002747 股票简称：埃斯顿 南京埃斯顿自动化股份有限公司 2020 年 5 月 26 日投资者关系活动记录表 编号：2020003 | --- | --- | --- | |--------------------|-------------------------|---------------------------------------------------| | | | | | 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 | 2020 年 5 月 26 | 上午 9:30-11:00 | | 人员姓名 | | 广发证券、兴全基金等机构分析师及投资者共 2 人 | | 时间 | 2020 年 5 月 26 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 | | 董事、副总经理、财务总监、董事会秘书：袁琴女士 | | 员姓名 | | 投资者关系总监、证券事务代表：时雁女士 | | | | 投 ...

证券代码：002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2017009 | --- | --- | --- | --- | --- | |--------------------------------|---------------------------------------------------------------------------------------|-------|--------------------|-----------------| | | | | | | | 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 （电话调研） | | | | | 参与单位名称及 人员姓名 | 盛博香港分析师共 1 人。 | | | | | 时间 2017 | 年 7 月 18 日下午 | | 16:00-17:00 | | | 地点 | 通讯方式 | | | | | 上市公司接待 ...

证券代码：002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2017014 | --- | --- | --- | --- | --- | --- | |-------------------------|----------------------------------------------|-------|------------------------------------------------------------------------|-------|-------| | | | | | | | | 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 （投资者接待日） | | | | | | 参与单位名称及 人员姓名 | 中金公司、平安证券等机构分析师等共 | 2 | 人。 | | | | 时间 2017 | 年 8 月 31 日 | | | | | | 地点 公司 ...

证券代码：002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2017013 | --- | --- | --- | --- | --- | --- | |-----------------|------------------------------------------------------------------------|----------------------------|-------|-------|-------| | | | | | | | | 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 （投资者接待日） | | | | | | 参与单位名称及 | 国信证券、东北证券、华商基金、国寿安保基金、南华基金、 | | | | | | 人员姓名 | 兴业资管、民生加银基金、东兴基金、星石投资、太平家资管、 | | | | | | | 泰华创投、中天证券、沃龙港投 ...

证券代码：002747 证券简称：埃斯顿 1 / 4 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2017010 | --- | --- | --- | --- | --- | |---------------------|-----------------------------------------------------------------------------------------------|------------------------------------------------------------------------|-------|-----------| | | | | | | | 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 （投资者接待日） | | | | | 参与单位名称及 | | 方正证券、中信证券、东方基金、华商基金、南华基金、九州 | | | | 人员姓名 | | 证券 ...

证券代码：002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2017012 | --- | --- | --- | --- | --- | |------------------------------|------------------------------------------------------------------------|----------------------------------|-------|------------------------| | | | | | | | 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 （投资者接待日） | | | | | 参与单位名称及 | 中信建投、招商证券、华金证券、东北证券、国开证券、泰信 | | | | | 人员姓名 | 基金、苏豪控股、朱雀投资、大钧资产等机构分析师及其客户 共 9 人。 | | | | | 时间 2 ...

证券代码：002747 证券简称：埃斯顿 1 / 6 南京埃斯顿自动化股份有限公司投资者关系活动记录表 编号：2017007 | --- | --- | --- | --- | --- | --- | |--------------------|---------------------------------------------------------------------|----------------------------|-------|-------|-------| | | | | | | | | 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 （投资者接待日） | | | | | | 参与单位名称及 | 华泰证券、人保资产、易方达基金、东方财富、东证融汇证券 | | | | | | 人员姓名 | 资产管理、工商银行、江苏汇鸿汇升投资管理、南京双安资产 | | | | | | | 管理、上德投资、上 ...

证券代码：002747 证券简称：埃斯顿 南京埃斯顿自动化股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |---------------------------|-------------------------------------------------------|------------------------------------------------------------------------|-------|------------------------| | | | 编号：2017016 | | | | 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 （投资者接待日） | | | | | 参与单位名称及 人员姓名 | | 中金公司、富达基金等机构分析师及其客户等共 | | 3 人。 | | 时间 2017 | 年 9 月 15 日上午 | 10:45-11: ...

Group 1: Company Overview and Market Position - Nanjing Estun Automation Co., Ltd. has been established for less than 10 years, leading to a gap in brand recognition compared to international competitors with decades of experience [1][2] - The company aims to enhance its brand through performance and quality, and is currently developing a smart factory in collaboration with Bosch Rexroth, part of a pilot project recognized by the Ministry of Industry and Information Technology [1][2] Group 2: Technological Advantages - The company possesses significant technological advantages, including multi-axis motion control technology capable of managing up to 128 axes after acquiring TRIO [2] - Estun has core component technology and cost advantages in robotics, with partnerships that enhance capabilities in 3D vision and human-robot collaboration [2] - The company’s self-developed hypoid gear reducer has a cost that is only 10%-20% of imported RV reducers [2] Group 3: Future Plans and Market Strategy - Estun plans to maintain its technological edge in core components and aims to enter the international robotics market by 2018, leveraging cost-performance advantages [2][3] - The company is exploring partnerships for rehabilitation robots and aims to establish a rehabilitation robotics company in China [3] Group 4: Market Trends and Demand - The demand for robots in China is rapidly increasing due to economic recovery, rising fixed asset investments, and the need for improved quality and efficiency [4] - The company’s products cater to both traditional and modern industries, making them less susceptible to economic cycles [4] Group 5: Research and Development - Estun invests approximately 10% of its annual revenue in R&D, with about one-third of its workforce dedicated to research [6] - The company is actively acquiring advanced international technologies to enhance its technical capabilities [6] Group 6: Industry Insights - The CNC rate for metal forming machine tools was nearly 30% in 2016, with expectations for gradual increases due to rising demands for cost and quality [6][7] - The company’s non-operating income primarily consists of government subsidies from various national projects [7]

Group 1: Business Growth and Projections - The company aims to achieve a sales target of 1 billion in 2017, with the core control components and industrial robots expected to grow significantly, with servo systems growing at 43% and robots at 167% in 2016 [2] - The core control components' growth in the servo system business is projected to not be less than the growth of industrial robots and intelligent manufacturing systems, which are expected to grow exponentially [2] Group 2: Product Development and Market Position - The company has a full range of industrial robots, with six-axis general-purpose robots and SCARA robots accounting for over 80% of total sales, showcasing strong market competitiveness [3] - The company has developed the world's first six-degree-of-freedom bending robot, which is at the international leading technology level, based on years of experience in the metal forming machine tool field [3] Group 3: R&D and Strategic Direction - The company insists on independent R&D and production of robot bodies to establish a unique technological competitive advantage and reduce manufacturing costs in China [3] - The company does not consider purchasing and assembling foreign robots, emphasizing the importance of core technology for survival in the domestic market [3] Group 4: Collaborations and Technological Integration - The company collaborates with Italy's Euclid for 3D vision technology, which has been applied in home appliance production lines, highlighting the growing importance of three-dimensional vision technology in intelligent manufacturing [4] - The integration of TRIO's controllers with the company's servo systems is progressing, aiming to create competitive solutions with complete motion control solutions currently in trial [4]