证券代码：002949 证券简称：华阳国际 债券代码：128125 债券简称：华阳转债 编号：2020-8-4 时 间 2020 年 8 月 28 日 地 点 电话会议 上市公 司接待 董事、董事会秘书、财务总监：徐清平 人员 | --- | |----------------------------------------------------------------------------------------------------------------| | | | 一、公司上半年业绩情况，各业务板块的经营情况 1、2020 年上半年，公司实现销售收入 5.9 亿，同比增长 23.6% | | 与 费 用 合 计 5.3 亿 ， 同 比 增 长 24.3% 。 净 利 润 为 4200 万 ， 同 比 增 长 | 投资者 关系活 动主要 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | --- | |--------|-----------------|------------------------------ ...

证券代码：002949 证券简称：华阳国际 债券代码：128125 债券简称：华阳转债 编号：2020-8-3 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表（三） | --- | --- | --- | --- | --- | --- | |-----------|------------------------------------------------------------|-----------------------------------------------------------|-------------------------------------|-------------------|---------------------------------------------| | | | | | | | | 投资 | | | | | | | 者关 | □ | 特定对象调研 £分析师会议 □媒体采访 | | | | | 系活 | | □业绩说明会 □新闻发布会 □路演活动 | | | | | 动类 | □ 现场参观 R | 其他 | | | | | 别 | 兴业证券 ...

证券代码：002949 证券简称：华阳国际 债券代码：128125 债券简称：华阳转债 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表 编号：2020-10-1 | --- | --- | --- | --- | --- | --- | |--------------------------|---------------------------|----------------------------------------------------------------------------------|----------------------------------------------------------------------------|--------------------------------------------|----------| | 投资者 \n关系活 \n动类别 | □ \n□ \n□ 现场参观 | 特定对象调研 £分析师会议 □媒体采访 \n业绩说明会 □新闻发布会 □路演活动 \nR 其他 | | | | | | 兴业证券 | 国盛证券 | 东方证券 ...

Group 1: Industry Trends - The continuous increase in urbanization rate will further drive industry development, leading to accelerated mergers and acquisitions in the real estate sector and an increase in industry concentration [3] - The architectural design market is gradually concentrating towards leading companies due to higher service quality and delivery capability demands from clients [3] Group 2: Company Performance - The company is currently in a rapid development phase, with a significant increase in the number of design personnel since 2017, particularly through campus recruitment, which requires time for new employees to reach full productivity [3] - The company is focused on building a design platform and investing in research and development of prefabricated and BIM technologies to improve per capita output and efficiency sustainably [3] Group 3: Prefabricated Construction - The initial focus of the prefabricated construction industry was on technology research to enhance reliability, with its development closely tied to management models, economic development levels, and industrial support systems [3] - The advantages of prefabricated construction, such as resource savings and reduced construction pollution, are becoming more evident, supported by various government policies [3] Group 4: Profitability and BIM - From a design perspective, the standards for affordable housing and talent housing are not lower than those for commercial housing, and the requirements for product capability are higher [4] - The company is primarily engaged in BIM technology application, design standard research, and software development, aiming to extend design value through BIM for comprehensive project management [4]

证券代码：002949 证券简称：华阳国际 债券代码：128125 债券简称：华阳转债 编号：2021-1-1 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |--------------------------|----------------------------|-----------------------------------------------------------------------|-------------------------------------------------------------------|----------------------------|----------| | 投资者 \n关系活 \n动类别 | R \n□ \n□ 现场参观 □其他 | 特定对象调研 □分析师会议 □媒体采访 \n业绩说明会 □新闻发布会 □路演活动 | | | | | | 安信基金 | 富国基金 | 景顺长城 | 前海人寿 | 永赢基金 | | | 安信证券 | 广发证券 | 民晟资产 ...

编号：2021-5-1 证券代码：002949 证券简称：华阳国际 债券代码：128125 债券简称：华阳转债 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------------|------------------------------------------------------|-----------------------------------------------------------------------------------------| | 投资者关 \n系活动类 别 | □媒体采访 \n□新闻发布会 □路演活动 \n□现场参观 □其他 | □特定对象调研 □分析师会议 \n 业绩说明会 \n | | 参与单位 名称及人 员姓名 | 参与公司 2020 | 年度网上业绩说明会的投资者 | | 时 间 | 2021 年 5 月 13 日 | | | 地 点 | 公司会议室 | | | | 董事长：唐崇武 | | | 上市公司 接待 人员 | 董事：龙玉峰 独立董事：王茂祺 保荐代表人：琚鹏飞 | ...

Group 1: Financial Performance - In the first half of 2021, the company achieved a revenue of 1.05 billion CNY, representing a year-on-year growth of 78.9% [2] - The revenue from architectural design business was 630 million CNY, an increase of 30.7% compared to the same period last year [2] - The revenue from cost consulting business reached 80 million CNY, growing by 49.1% year-on-year [2] - The total revenue from engineering contracting and other businesses was 340 million CNY, with a significant year-on-year increase of 566.9% [2] Group 2: Profitability and Margins - The overall gross margin for the first half of 2021 was 21.2%, a decline compared to the same period last year [2] - The decrease in gross margin was primarily due to the rapid growth of engineering contracting business, which increased its revenue share [2] - The gross margin for the core architectural design business improved compared to the previous year [2] Group 3: Accounts Receivable and Cash Flow - Accounts receivable increased in the first half of 2021 due to rapid revenue growth across various segments and extended payment cycles influenced by industry policies [3] - The negative operating cash flow in the first half of 2021 was attributed to seasonal business characteristics and concentrated payment of employee bonuses and salaries [3] Group 4: Business Development and Orders - The proportion of prefabricated building business is gradually increasing, benefiting from the company's technological accumulation and continuous R&D [3] - In the first half of 2021, the company signed new contracts worth 1.07 billion CNY in architectural design, an increase of 18.87% year-on-year [3] - Among the new contracts, prefabricated design contracts accounted for 370 million CNY, representing 34.19% of the architectural design contracts, with a year-on-year growth of 35.94% [3] - The revenue from architectural design business reached 630 million CNY, with prefabricated building design revenue at 210 million CNY, a growth of 61.07% year-on-year [3]

证券代码：002949 证券简称：华阳国际 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表 编号：2021-11-1 | --- | --- | |-----------------------------|-------------------------------------------------------------------------------------------------| | | 分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | | | | 年深圳辖区上市公司投资者网上集体接待日） | | 参与单位名称 | 通过全景网投资者关系互动平台参与" 2021 深圳辖区上市公司投资者 网上集体接待日活动"的广大投资者 | | 时 间 2021 | | | 地 点 | "全景·路演天下"互动平台或微信公众号"全景财经" | | 上市公司接待 人员姓名 | 董事、总经理 储倩女士 董事、董事会秘书、财务总监 徐清平先生 | | | | | | 公司参加由深圳证监局指导，深圳上市公司协会联合深圳市全景网络有限公 ...

Group 1: Housing Design and Standards - The use of prefabricated design in affordable housing is driven by the increasing housing pressure in Shenzhen due to rapid population influx, offering advantages such as resource savings, environmental friendliness, shortened construction periods, and improved efficiency and quality [2][3] - Affordable housing is a crucial product for the government to stabilize the real estate market, with a focus on high-quality construction standards and the application of new technologies like prefabricated construction, BIM, and green building [3][4] - Shenzhen's affordable housing includes various types such as talent housing, affordable commercial housing, and public rental housing, with clear target demographics and defined construction standards [3][4] Group 2: Company Advantages in Affordable Housing - The company has been a market leader in affordable housing, participating in the formulation of Shenzhen's housing guarantee policies and design standards, and has established a comprehensive construction industry chain [3][4] - Continuous investment in prefabricated construction and BIM technology has allowed the company to develop a complete technical system, which will be integrated into future affordable housing projects [3][4] Group 3: Application of Prefabricated and BIM Technologies - Affordable housing in Shenzhen is among the first to implement prefabricated construction, with policies mandating its use, particularly in the context of the city's urban renewal and land resource constraints [4] - The application of BIM technology is essential for the successful implementation of prefabricated design, ensuring quality throughout the construction process [4] - Shenzhen has established a scoring mechanism for the prefabrication rate in affordable housing, with expectations for increased requirements in the future, alongside enhanced information technology and green component levels [4]

证券代码：002949 证券简称：华阳国际 深圳市华阳国际工程设计股份有限公司 投资者关系活动记录表 编号：2022-8-1 | --- | --- | --- | --- | --- | --- | --- | |---------------------------|---------------------------------------------------|--------------|------------------|-------|------------------|-------| | | | | | | | | | | | | | | | | | | □特定对象调研 | 分析师会议 | | | | | | 投资者关系 活动类别 | □媒体采访 □业绩说明会 | | | | | | | | □新闻发布会 | □路演活动 | | | | | | | □现场参观 | 其他 | | | | | | | | | | | | | | | 国盛证券 | 天风证券 | | | 华泰证券 | | | | 信达澳银基金 | 万家基金 | | | 国寿安保基金 | | | | 东海基金 | 博道基金 ...