Group 1: Company Overview and Financial Performance - The company, Wuxi Honghui New Materials Technology Co., Ltd., is listed under the stock code 002802 and is known for its production of specialty chlorinated ethylene copolymers [1]. - The company reported that its export revenue accounts for over 30% of total operating income, primarily in essential sectors like food and pharmaceutical packaging, which are less affected by the pandemic [4]. - The company has seen steady growth in operating performance in recent years, attributed to its focus on core business development and product diversification [3]. Group 2: Impact of External Factors - The company acknowledged that fluctuations in oil prices could impact the costs of raw materials such as VCM and epoxy resin, but these prices are also influenced by market supply and demand, transportation, and production processes [3]. - The ongoing global pandemic has introduced uncertainties, but the company has implemented a comprehensive plan for resuming operations, successfully restarting production by February 10, 2020 [3]. Group 3: Technological Advancements and Product Development - The company has made significant advancements in technology, expanding applications for its water-based emulsions and specialty chlorinated ethylene copolymers [5]. - New product lines, including environmentally friendly chlorinated copolymer resins, have been developed and recognized by both domestic and international users [5]. - The company is committed to enhancing product quality and diversifying its offerings to meet evolving customer needs [5]. Group 4: Market Position and Competitive Strategy - The company is a leading player in the specialty chlorinated ethylene copolymer market, with capabilities to produce water-based products and direct sales to developed markets [6]. - It has established partnerships with major international clients, including Akzo Nobel and PPG, which underscores its competitive edge in the industry [8]. - The company is focused on expanding its market presence and enhancing brand recognition through strategic collaborations and product innovations [8]. Group 5: Environmental and Sustainability Efforts - The company has implemented multiple strategies for energy recovery and recycling during production, significantly reducing waste and promoting sustainability [7]. - It aims to align with national environmental goals by promoting the use of low-toxicity and low-VOC products by the end of 2020 [6]. Group 6: Future Outlook and Strategic Initiatives - The company plans to continue expanding its production capacity for water-based industrial coatings, with a remaining capacity of 40,000 tons to be constructed [8]. - It is also exploring various financing options, including equity financing and strategic acquisitions, to strengthen its market position [9].

编号：2017-投 001 证券代码：002802 证券简称：洪汇新材 无锡洪汇新材料科技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 | □ | 新闻发布会 □路演活动 | | 活动类别 | □ 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 | 国联证券 马群星 | | | 名 | | | | 时 间 | 2017-12-7 10:00-11:30 | | | 地 点 上市公司接 | | 无锡市锡山区东港镇新材料产业园 | | 待人员姓名 | | 董事、副总经理、董事会秘书：李专元，证券事务代表：周雯 | | 投资者关系 | | 主题：公司业务发展情况 | | 活动主要内 | ...

编号：2019-投 002 证券代码：002802 证券简称：洪汇新材 无锡洪汇新材料科技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 | □ | 新闻发布会 □路演活动 | | 活动类别 | □ 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 | 国联证券 马群星、吴程浩 | | | 名 | | | | 时 间 | 2019-5-30 10:00-11:30 | | | 地 点 | | 无锡市锡山区东港镇新材料产业园 | | 上市公司接 待人员姓名 | | 董事、副总经理、董事会秘书：李专元，证券事务代表：周雯 | | 投资者关系 | | 主题：公司业务发展情况 ...

编号：2019-投 004 证券代码：002802 证券简称：洪汇新材 | --- | --- | --- | |-----------------------|-----------------------|----------------------------------------------------------------| | | | | | | | 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 | □ | 新闻发布会 □路演活动 | | 活动类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 | 上海博观投资 卢鑫 | | | 称及人员姓 名 | 安信证券 乔璐 | | | | | | | 时 间 | 2019-6-13 14:00-16:00 | | | 地 点 | | 无锡市锡山区东港镇新材料产业园 | | 上市公司接 待人员姓名 | | 董事、副总经理、董事会秘书：李专元，证券事务代表：周雯 | | 投资者关系 | | 主题：公司业务发展情况 | | 活动主要内 容介绍 | 1 | 、二元系 ...

编号：2019-投 003 证券代码：002802 证券简称：洪汇新材 无锡洪汇新材料科技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 | □ | 新闻发布会 □路演活动 | | 活动类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 | 海通证券 孙维容、张玮 | | | 称及人员姓 | 上海森锦投资 | 季亮 | | 名 | | | | 时 间 | 2019-5-31 15:00-16:30 | | | 地 点 | | 无锡市锡山区东港镇新材料产业园 | | 上市公司接 | | 董事长、总经理：项洪伟，董事、副总经理、董事会秘书：李专元，证券 | | 待人员姓名 | 事务代表：周雯 | | | 投资者关 ...

证券代码：002802 证券简称：洪汇新材 无锡洪汇新材料科技股份有限公司投资者关系活动记录表 编号：2021-投 002 | --- | --- | --- | |---------------------------|-----------------------------|----------------------------------------------------------------------| | | | | | 投资者关 | □媒体采访 | □√特定对象调研 □分析师会议 □业绩说明会 | | | | □新闻发布会 □路演活动 | | 系活动类 | □现场参观 | | | 别 参与单位 名称及人 | □其他 前海鸿富 前海鸿富 | （请文字说明其他活动内容） | | 员姓名 时 间 | | | | | 2021-5-21 9:30-10:30 | | | 地 点 上市公司 接待人员 | 董事、董事会秘书：李专元 | 无锡市锡山区东港镇新材料产业园 | | 姓名 | 证券事务代表：周雯 | 主题：公司业务发展情况 | | | 、贵司 | 年整体业绩规划？ | | | 1 答： 20 ...

证券代码：002802 证券简称：洪汇新材 编号：2021-投 001 无锡洪汇新材料科技股份有限公司 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 | □媒体采访 □√业绩说明会 | | | 系活动类 | □新闻发布会 □路演活动 | | | 别 | □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 | 2020 行，面向全体投资者。 | 年度网上业绩说明会通过"约调研"平台，采用网络远程的方式进 | | 时 间 | 2021-05-14 ...

证券代码：002802 证券简称：洪汇新材 无锡洪汇新材料科技股份有限公司投资者关系活动记录表 编号：2021-投 003 | --- | --- | --- | |---------------------------|------------------------------------------------------------------------|--------------------------------------------------------------------| | 投资者关 系活动类 | □√特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □路演活动 □现场参观 | □业绩说明会 | | 别 | □其他 | （请文字说明其他活动内容） | | 参与单位 名称及人 员姓名 | 浦银安盛基金 徐博 | | | 时 间 | 2021-6-1 9:30-10:30 | | | | | | | 地 点 上市公司 接待人员 | 无锡市锡山区东港镇新材料产业园 | 董事、董事会秘书：李专元，证券事务代表：周雯 | | 姓名 | 主题：公司业务发展情况 | | | | 1 | ...

Group 1: Company Overview - The company is a leading enterprise in the specialty chlorinated polyvinyl chloride (CPVC) industry, one of the few globally capable of water-based applications and promotion of specialty CPVC [1] - Major competitors include Wacker Chemie (Germany), Shin-Etsu Chemical (Japan), Hanwha Group (South Korea), and Zhanxin Resin (USA) [1] - The company emphasizes continuous innovation and development of environmentally friendly chemical new materials [1] Group 2: Research and Development - The company has a stable R&D team with years of industry experience, holding 15 national invention patents, 2 utility model patents, and 1 design patent as of the end of 2020 [2] - The company has been recognized as a high-tech enterprise in Jiangsu Province since 2009 [2] - A mechanism for "technical R&D assisting sales" has been established to address customer production issues and enhance product quality [2] Group 3: Financial Performance - The total liabilities increased at the end of 2020 primarily due to unexpired receivable bills recognized as other current liabilities [2] - Revenue growth in Q1 outpaced profit growth due to rising raw material costs and increased bad debt provisions compared to the same period last year [2] Group 4: Sustainability Initiatives - The company employs multiple methods for energy and raw material recycling during production, significantly reducing waste [3] - Water-based products developed by the company can replace oil-based paints, thereby reducing VOC emissions [3] - The company is committed to advancing technologies related to environmentally friendly chemical new materials, aligning with national goals for carbon neutrality and peak carbon emissions [3] Group 5: Strategic Partnerships - The company has established a partnership with 9 dental medical institutions to promote resource sharing and develop high-potential projects [3] - The partnership aims to ensure sustainable and healthy business development in the future [3]

Revenue and Profit - Revenue for Q3 2022 was CNY 112,062,836.55, a decrease of 42.35% compared to the same period last year[5] - Net profit attributable to shareholders was CNY 18,669,212.61, an increase of 6.53% year-on-year[5] - The net profit for Q3 2022 was CNY 61,157,018.44, an increase of 5% compared to CNY 58,096,275.24 in Q3 2021[26] - Operating profit for Q3 2022 reached CNY 71,365,392.88, up from CNY 67,854,783.66 in the same period last year, reflecting a growth of approximately 2.2%[26] - The total comprehensive income for Q3 2022 was CNY 61,157,018.44, compared to CNY 58,096,275.24 in the previous year, reflecting a growth of approximately 3.6%[27] Cash Flow - Operating cash flow net amount reached CNY 134,668,802.78, a significant increase of 284.61%[5] - The net cash flow from operating activities increased by 284.61% to ¥134,668,802.78 compared to the same period last year, primarily due to an increase in cash received from sales of goods and services[12] - Cash flow from operating activities generated a net amount of CNY 134,668,802.78, significantly higher than CNY 35,014,512.37 in the previous year[30] - The net cash flow from investing activities decreased by 241.33% to -¥127,923,666.07, mainly due to an increase in cash paid for investments[12] - Investment activities resulted in a net cash outflow of CNY -127,923,666.07, compared to a net inflow of CNY 90,516,106.24 in the same period last year[30] Assets and Liabilities - Total assets at the end of the reporting period were CNY 738,329,025.71, a decrease of 1.20% from the end of the previous year[5] - The total liabilities decreased to CNY 75,163,425.36 from CNY 126,706,486.57, a reduction of 40.6%[23] - The company's cash and cash equivalents stood at CNY 49,603,350.96 as of September 30, 2022, compared to CNY 67,565,871.90 at the beginning of the year[21] - The accounts receivable decreased to CNY 56,641,443.87 from CNY 94,859,570.43, reflecting a decline of 40.2%[22] - The company's inventory increased to CNY 40,305,004.68 from CNY 35,673,067.45, representing a growth of 13.4%[22] Shareholder Information - The total number of common shareholders at the end of the reporting period was 10,083, with the largest shareholder, Xiang Hongwei, holding 52.81% of the shares[13] - Xiang Hongwei's shareholding increased from 57,834,096 shares to 75,184,325 shares following a rights distribution plan, which involved distributing ¥4 cash per 10 shares and a capital reserve conversion of 3 shares for every 10 shares held[16] - As of September 30, 2022, Xiang Hongwei reduced his holdings by 1,125,000 shares, accounting for 0.80% of the total share capital[16] - The top ten shareholders include various individuals and investment entities, with the largest being Xiang Hongwei, who has pledged 74,059,325 shares[13] Financial Performance and Expenses - The company experienced a 32.53% decrease in operating costs, amounting to CNY 301,571,974.61, primarily due to a decline in product sales[11] - Financial expenses showed a significant decrease of 3200.72%, resulting in a gain of CNY 4,893,644.90, attributed to increased exchange gains[11] - The company incurred financial expenses of CNY -4,893,644.90, a significant change from CNY 157,823.09 in the previous year[26] - Research and development expenses amounted to CNY 20,063,846.44, compared to CNY 18,650,828.02 in Q3 2021, indicating an increase of about 7.6%[26] Trading Financial Assets - The company reported a 99.21% increase in trading financial assets, totaling CNY 278,587,483.22, due to an increase in principal-protected floating income financial products[9] - The company reported a significant increase in trading financial assets, which rose to CNY 278,587,483.22 from CNY 139,843,547.95, indicating a growth of 99.4%[22] - The company reported a 133.22% increase in fair value changes, totaling CNY 1,147,728.26, mainly from increased income from principal-protected floating financial products[11] Other Information - The company has not disclosed any significant new product developments or market expansion strategies in the provided documents[12][13][16] - The company has not yet completed the transfer of shares as per the agreement signed on December 26, 2021, involving 10,790,000 shares (10.00% of total shares) and 17,260,000 shares (16.00% of total shares) at a price of CNY 20.42 per share[19]