证券代码： 002927 证券简称：泰永长征 贵州泰永长征技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-------------------------|----------------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 东北证券股份有限公司电力与设备新能源行业资深分析师 董 | | 人员姓名 | 瑜 | | | | | | | 时间 | 2020 年 5 月 29 | 日 上午 10:45 | | 地点 | | 深圳市南区山高新科技园高新中一道长园新材料港 F 栋 4 楼 | | | 子公司会议室 | | | 上市公司接待人 员姓名 | 贺贵兵、余辉 | | | 投资者关系活动 | ...

Group 1: Sales and Marketing Strategy - The company employs a "regional + industry" sales organization structure to sell products and provide technical services to mid-to-high-end low-voltage electrical customers nationwide. For large procurement customers with high service requirements, the company adopts a direct sales model [2]. - The company has developed a multi-brand strategy, with "TYT" as the main brand and "TYT 泰永", "TYT 长九", and "TYT 源通" as sub-brands, enhancing its reputation in the mid-to-high-end customer segment of the low-voltage electrical industry [3]. Group 2: Production and Capacity - The company has manufacturing centers in both Guizhou and Chongqing, with production capacity being roughly equal between the two locations [3]. - As of now, the company has over 100 R&D personnel, with a focus on forward-looking research in Shenzhen, while also having R&D teams in Zunyi and Chongqing [3]. Group 3: Financial Performance - The company enjoys a high gross margin due to its strong brand and technical advantages in the domestic dual power supply market [3]. - The product update cycle for circuit breakers is approximately 5-10 years, with the company planning ahead by 3-5 years for market positioning [3].

Business Overview - The company has been engaged in the research, production, and sales of low-voltage circuit breakers, dual power automatic transfer switches, and industrial control automation products since its establishment [2][3]. - The main products include distribution electrical appliances, power electrical appliances, terminal electrical appliances, control electrical appliances, complete equipment, fire protection equipment, and new energy charging equipment [3]. Product Advantages - The dual power automatic transfer switch series products have a high gross margin, driven by superior product technology and operational methods [3]. - The company’s products feature advanced technologies such as digital magnetic drive, short-circuit switching protection, and power phase loss protection, providing significant technical advantages over similar products [3]. - The company has manufacturing centers in Guizhou and Shenzhen, with Guizhou focusing on a fully autonomous production model and Shenzhen employing a combination of self-assembly and outsourcing [3]. Market Strategy - The company adopts a "regional + industry" sales organizational structure to provide comprehensive pre-sale, in-sale, and after-sale support to mid-to-high-end low-voltage electrical customers nationwide [3]. - The company aims to become a leading low-voltage electrical manufacturer by focusing on technological accumulation and innovation, enhancing specialization, and closely aligning with downstream customer needs [3]. Long-term Vision - The company plans to continue its growth in the domestic low-voltage electrical market, emphasizing differentiation and aiming to build a well-known domestic low-voltage electrical brand [3].

证券代码： 002927 证券简称：泰永长征 贵州泰永长征技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------|----------------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 平安证券 综合研究所 王霖 | | | 人员姓名 | | | | 时间 | 2019 年 5 月 17 | 日 上午 11:00 | | | | | | 地点 | | 深圳市南区山高新科技园高新中一道长园新材料港 F 栋 4 楼 | | | 子公司会议室 | | | 上市公司接待人 员姓名 | 余辉、韩海凤 | | | 投资者关系活动 | 问：公司 19 | 年一季度 ...

证券代码： 002927 证券简称：泰永长征 贵州泰永长征技术股份有限公司投资者关系活动记录表 编号：2018001 | --- | --- | --- | |-----------------------|--------------------------|----------------------------------------------------------------| | | | | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 安信证券 研究中心 傅鸿浩 | | | 人员姓名 | | | | 时间 | 2018 年 5 月 30 | 日 上午 10:00 | | 地点 | | 深圳市南区山高新科技园高新中一道长园新材料港 F 栋 4 楼 | | | 子公司大会议室 | | | 上市公司接待人 员姓名 | 贺贵兵、韩海凤 | | | 投资者关系活动 | | 本次调研 ...

证券代码：002927 证券简称：泰永长征 编号：2021-002 贵州泰永长征技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------------|-------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002927 证券简称：泰永长征 编号：2021-003 贵州泰永长征技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------------|----------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系 \n活动类别 | ■特定对象调研 \n□新闻发布会 □路演活动 \n ...

1 证券代码：002927 证券简称：泰永长征 编号：2022-001 贵州泰永长征技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |-------------------------|-----------------------------------------------|-------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系 \n活动类别 | □特定对象调研 \n□现场参观 \n□其他 | □分析师会议 \n□媒体采访 ■业绩说明会 \n□新闻发布会 □路演活动 | | | 活动参与人员 | 线上参与公司 ...

Group 1: Company Overview and Market Position - The low-voltage electrical industry is highly competitive, with few companies showing long-term growth potential. The company's products are positioned in the mid-to-high end market, with approximately 40% of patents being invention patents, indicating a strong technological foundation [1] - The company focuses on the production and sales of charging piles, emphasizing product quality, reliability, and safety. Key clients include major operators like China Putian and BYD, as well as large real estate groups [1][2] Group 2: Charging Pile Business Insights - Currently, the sales revenue from charging piles is relatively small but growing rapidly. The sales of AC charging piles dominate in quantity, while DC charging piles account for about 20% to 30% of total sales revenue [2] - The average price for AC charging piles ranges from 1,500 to 2,000 RMB, while DC charging piles, such as the 120kW model, are priced around 50,000 RMB. The gross margin for charging piles is estimated to be around 30% [2][3] Group 3: Future Plans and Market Trends - The company plans to expand its charging pile business, particularly in high-speed service area charging stations, and is exploring partnerships with government investment platforms [2] - According to the Passenger Car Market Information Joint Conference, the retail sales of new energy passenger vehicles reached 556,000 units in October 2022, a year-on-year increase of 75.2%. The company aims to enhance its focus on the new energy sector, including the establishment of an independent new energy division [3] Group 4: Competitive Landscape and Risks - The company faces competition from both domestic and joint venture brands, with a focus on technological innovation and differentiation as key competitive advantages [4] - The risk of bad debts from real estate clients is considered manageable, as the company does not engage in direct trade with real estate companies [4]