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 7 月 3 日投资者关系活动记录表 编号：2020007 | --- | --- | --- | |-----------------------|-----------------------------|------------------------------------------------------| | | | | | 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 7 月 3 | 下午 13:00-14:00 | | 人员姓名 | | 东方证券、广发证券等机构分析师及投资者共 2 人 | | | 2020 年 7 月 3 | 下午 14:00-16:00 | | | | 华西证券、汇丰晋信等机构分析师及投资者共 2 人 | | 时间 | 2020 年 7 月 3 日 | | | 地点 | 公司会议室 | | ...

Group 1: Company Strategy - The company's "Ten Thousand Units Strategy" aims for large-scale development of robotic products, enhancing profitability through cost reduction in R&D and supply chain [1][3] - Large-scale development facilitates rapid improvement in R&D capabilities and product quality through multi-scenario applications, increasing the conversion rate of R&D results [3] - This strategy is expected to expand market share and brand influence, as well as increase future revenue from backend services [3] Group 2: Investor Relations - The investor relations activity took place on June 2, 2020, with participation from five analysts and investors from institutions such as Industrial Securities and Southern Fund [1] - The meeting included a factory tour and a Q&A session, ensuring compliance with information disclosure regulations to maintain transparency and fairness [3]

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：2018006 | | | | | 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 | BERNSTEIN 、 JANCHOR 、 | PLEIAD 、上海旌乾等机构分析师及其客 | | | | 人员姓名 | 户等共 5 人。 | | | | | 时间 2018 | 年 2 月 ...

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：2018008 | --- | --- | --- | |-------------------------|-------------------------------------------------------------|------------------------------------------------------------------------| | | | | | 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 | 中信建投证券股份有限公司机构分析师共 | 3 人。 | | | | | | 时间 2018 | 年 3 月 5 日下午 | 15:00-17:00 | | 地点 公司会议室 | | | | 上市公司接待人 员姓名 | 董事、董事会秘书、财务总监：袁琴女士 证券事务代表：时 ...

Group 1: R&D Investment - The company will maintain its current level of R&D investment in the short term, with absolute amounts increasing as overall revenue grows, although the proportion of R&D to revenue may decrease [1][2] - High R&D investment currently impacts net profit margins due to low absolute net profit figures, but is essential for long-term development goals [2][3] Group 2: Product Quality and Market Strategy - The focus is on providing high-performance, stable, and high-quality products to expand business scale and increase market share [2] - Emphasis on deepening expertise in niche markets to establish competitive advantages, supported by long-term R&D investment [2][3] Group 3: Compliance and Communication - The company adheres to information disclosure regulations, ensuring that disclosures are truthful, accurate, complete, timely, and fair [2] - During the investor relations activity, the company ensured no significant undisclosed information was leaked and complied with the Shenzhen Stock Exchange's requirements [2]

证券代码：002747 证券简称：埃斯顿 1 / 3 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：2018002 | --- | --- | --- | --- | |----------------------------|--------------------------------------------------------------------|--------------------------------------------|------------------| | | | | | | 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 | 汇丰银行、 | Fidelity Management & Research (Hong Kong) | | | 人员姓名 | Limited 、 Oz Management 分析师及其客户等共 11 | 、康庄金融、光大保德信基金 ...

Group 1: Company Overview - The company, Nanjing Estun Automation Co., Ltd., was listed in 2015 and has undergone three annual information disclosure assessments by the exchange since then [1]. Group 2: Inventory and Receivables Management - Since acquiring M.A.i. in October 2017, the company has seen an increase in revenue from intelligent manufacturing system integration, which has led to a higher proportion of non-standard products in its revenue mix [2]. - The company has not improved its inventory turnover and accounts receivable turnover rates in recent years due to the nature of its non-standard intelligent manufacturing system integration business [2]. - In the second half of 2018, the company faced reduced downstream investment demand due to macroeconomic conditions, prompting it to abandon some system integration orders with poor payment conditions, which positively impacted inventory and receivables management [2]. - The company has reallocated resources from intelligent manufacturing system integration to standardized robotic products to reduce inventory and improve receivables collection conditions [2].

Group 1: Financial Performance and Pricing Strategy - The company's robot product pricing system has not undergone significant adjustments, with flexible pricing policies for key strategic customers and promotional policies for popular robots [1][3] - The gross margin of the company's robots has been increasing year by year due to enhanced cost control and manufacturing quality [2][3] Group 2: Supply Chain and Component Procurement - The procurement of key components, particularly reducers, is stable with normal supply and stable prices [2][3] - The company has improved its cost control over the years, enhancing the synergy between core components and robot development [2][3] Group 3: Mergers and Acquisitions - The company has completed the acquisition of 51% equity in Dingpai Electromechanical, with a cash payment of CNY 408.98 million [2][4] - Cloos will be consolidated into the company's financial statements starting from January 1, 2020, following the completion of the acquisition [2][4] Group 4: Strategic Partnerships and Market Expansion - A strategic cooperation agreement was signed with Yizhong Group, committing to the use of at least 500 robots and 5,000 servo systems over three years [5][6] - The collaboration aims to leverage both companies' strengths in high-end intelligent machinery and the tobacco industry [5][6] Group 5: Research and Development Investment - The company maintains R&D investment at around 10% of sales revenue, focusing on building a globally competitive R&D framework [6] - The company has established three major R&D teams and collaborates with international experts and institutions to enhance product competitiveness [6]

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 4 月 28 日投资者关系活动记录表 编号：2020001 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------| | | | | | 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 | 2020 年 4 月 28 | 日下午 15:00-16:00 | | 人员姓名 | 国泰人寿、富达基金、 | UBS 、北京和源投资管理、大华继显 | | | (香港) | 、景顺纵横投资、平安基金、东吴证券、互兴投 | | | 资、 Willing capital | 、铭基博远投资、招商局资本、安心财 | | | | 产、安信证券、霸菱资产管理、创金合信基金、大和资 ...

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 8 月 28 日投资者关系活动记录表 编号：2020008 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------| | | | | | 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 8 月 28 | 下午 14:00-16:00 | | 人员姓名 | | 中信建投、红塔证券、泰康资产、准锦投资、太平洋证券、 | | | | 圆信永丰、高华证券、银河证券、国海证券、海通创新、天 | | | | 奥投资、星石投资、凯基证券、中金公司、平安证券、海通 | | | | 证券、相聚资本、华安证券、中信证券、兴业证券、兴全基 | | | | 金、高华证券、信达证 ...