Lucky Harvest(002965)

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祥鑫科技(002965) - 2022年05月30日投资者关系活动记录表
2022-11-19 01:30
Group 1: Company Overview - Xiangxin Technology specializes in precision stamping molds and metal structural components, providing solutions for the automotive, power battery, and communication industries [1] - The company is recognized as a national high-tech enterprise and has established a research center for large automotive component molds in Guangdong Province [1] Group 2: Pricing Mechanism - The company has established a price linkage mechanism with major customers, updating aluminum prices monthly or quarterly [2] - Price locking for steel materials is also implemented to manage costs effectively [2] Group 3: Future Development in Energy Storage - The company is focusing on energy storage products, with plans to expand in this area as new policies promote large-scale commercial applications by 2025 [2] - Strategic partnerships have been formed with well-known companies like Huawei and Enphase Energy for supply of photovoltaic inverters and energy storage products [2] Group 4: Revenue Growth Sources - Revenue growth in 2022 is primarily driven by the automotive mold and component business, particularly in the electric vehicle sector [2] - The company supplies structural components to major electric vehicle manufacturers, including GAC Aion and NIO, with a strong order backlog [2] Group 5: Technological Competitiveness - The company holds competitive advantages in technologies such as steel-aluminum connection, self-piercing riveting (SPR), and thermal forming [3] - It is recognized as a leader in FDS technology, having achieved mass production ahead of competitors [3] Group 6: Market Trends and Product Development - The company is actively monitoring advancements in battery tray technologies, including CTP, CTC, and CTB, and is prepared to adapt to market demands [3] - Current battery box products utilize mainstream technologies and the company is open to collaborative development with clients on emerging technologies [3] Group 7: Impact of COVID-19 - The recent COVID-19 outbreaks have affected the automotive supply chain, particularly in heavily impacted regions, but the long-term outlook for the automotive industry remains positive [4] - The company anticipates that short-term disruptions will not significantly impact overall production and delivery for the year [4]
祥鑫科技(002965) - 2022年05月26日投资者关系活动记录表
2022-11-19 01:26
Group 1: Company Overview - Xiangxin Technology specializes in precision stamping molds and metal structural components, providing solutions for industries such as automotive and power batteries [3] - The company is recognized as a national high-tech enterprise and has established engineering research centers for automotive large components [3] Group 2: Financial Performance and Pricing Strategy - In 2021, the company's net profit declined due to rising raw material costs, which were based on earlier pricing strategies [4] - In 2022, the company adjusted its procurement and sales strategies, establishing price linkage mechanisms with major clients to mitigate raw material price fluctuations [4] Group 3: Market Opportunities and Growth - The rapid development of new energy vehicles (NEVs) is expected to increase the demand for automotive molds and components, with NEVs projected to account for over 20% of total vehicle sales by 2025 [4] - The company has secured orders from major NEV manufacturers such as GAC Aion, NIO, BYD, and Xpeng, indicating a strong growth trajectory in this sector [4] Group 4: Technological Advantages - Xiangxin Technology holds competitive advantages in various technologies, including steel-aluminum connection technology and self-piercing riveting (SPR) technology [5] - The company is actively monitoring advancements in battery box technologies and has established collaborative development intentions with clients regarding CTC and CTB technologies [5] Group 5: Impact of COVID-19 - The pandemic has affected the automotive supply chain's efficiency, particularly in heavily impacted regions, but is not expected to hinder the long-term development of the automotive industry [5] Group 6: Future Development Trends - The company is focusing on the development of energy storage and photovoltaic inverter precision metal structural components, anticipating significant growth in these areas by 2025 [6] - Various metal forming technologies coexist, with stamping being the most widely used due to its high efficiency and low cost [6]
祥鑫科技(002965) - 2022年07月08日-2022年07月11日投资者关系活动记录表
2022-11-17 15:16
编号:2022-023 证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫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 | 电话会议 | | | □其他 | (请文字说明其他活动内容) | | | 华创证券:岳阳 | 建信基金:郭帅彤 永赢基金:任桀 黄韵 马瑞 | | | 景林资产:张钊 | 陈思达 明笛 中庚基金:张传杰 长江养老:邓锐 | | 参与单位 | 相聚资本:梁辉 | 王建东 余晓畅 白昊龙 | | 名称及人 员姓名 | 中银 ...
祥鑫科技(002965) - 2022年06月27日投资者关系活动记录表
2022-11-17 15:12
编号:2022-019 □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 电话会议 □其他 (请文字说明其他活动内容) 证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------|-----------------------------------|------------------------------------------------------------|---------------------------------| | | | | | | | 光大证券:毛振强 | 方钰涵 | 国寿安保:葛佳 广发基金:吴晓钢 | | | 海通资管:周水松 | 恒泰证券:袁丽梅 云南国际信托:石峰 | | | | | 粤开证券:刘晓菲 万家基金:周实 光大保德信:华叶舒 | | | | | 中信证券:王亚男 浦银安盛:李东祥 太平基金:魏志羽 | | | | | 中邮创业:李俊 中信证券:李 ...
祥鑫科技(002965) - 2022年06月09日投资者关系活动记录表
2022-11-17 15:06
编号:2022-013 证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫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 | 电话会议 | | | | □其他 | (请文字说明其他活动内容) | | | 参与单位 | | | | | 名称及人 | 西部利得基金:陈蒙 | 刘心峰 梁晓明 | 泰康基金:程翔、周妍 开源证券:邓健全、肖碧海 计旭 长江汽车:高伊楠 | | 员姓名 | | | | | 时间 | 2022 年 06 月 09 ...
祥鑫科技(002965) - 2022年07月07日投资者关系活动记录表
2022-11-17 15:01
编号:2022-022 证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫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 | 电话会议 | | | □其他 | (请文字说明其他活动内容) | | 参与单位 | 华创证券:岳阳 | 聚鸣投资:王文祥 陈奇 郭宣宏 | | 名称及人 | 财通资管:李晶 | 周奕涛 黎来论 吴志豪 | | 员姓名 | 浦银安盛:朱胜波 | 郑敏宏 何逸仕 柯聪伟 秦闻 赵楠 李羿 | | 时间 | 2022 年 07 月 07 日 | | | | 地点 广东省东莞市长安镇建安路 | 893 号祥鑫科技股份有限公司办公室 | ...
祥鑫科技(002965) - 2022年06月13日投资者关系活动记录表
2022-11-17 15:01
证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫科技股份有限公司投资者关系活动记录表 编号:2022-014 | --- | --- | --- | |----------|-------------------------------|----------------------------------------------------------------| | | | □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 | 电话会议 | | | □其他 | (请文字说明其他活动内容) | | 参与单位 | | 信达证券:王明路 宝盈基金:诸晓琳 | | 名称及人 | 银华基金:陈晓雅 | 冯帆 李昆 吴双 江珊 | | 员姓名 | | | | 时间 | 2022 年 06 月 13 日 | | | | 地点 广东省东莞市长安镇建安路 | 893 号祥鑫科技股份有限公司办公室 | | 上市公司 | | 董事、副总经理兼董事会秘书:陈振海先生 | | ...
祥鑫科技(002965) - 2022年06月28日投资者关系活动记录表
2022-11-17 15:01
编号:2022-020 □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 电话会议 □其他 (请文字说明其他活动内容) 证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------|----------------------------------------|------------------------------------------------------------|-----------------------------------| | | | 多鑫投资:成佩剑 华美国际投资:傅浩 新华基金:刘海彬 | | | | 上海潼骁投资:王喆 | 上投摩根基金:薛晓敏 | 杨鑫 国投瑞银:宋璐 | | | 方正证券:庞士伟 周宇 | | 嘉合基金:方仁杰 韶夏投资:曾洋洋 | | | | 东方自营:黄泓渊 中银理财:宁宁 进门财经:马媛 | | | | 中信保诚基金:郑伟 | 葛帅 | ...
祥鑫科技(002965) - 2022年06月01日投资者关系活动记录表
2022-11-17 14:34
编号:2022-009 证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫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 | 电话会议 | | | □其他 | (请文字说明其他活动内容) | | 参与单位 | | | | 名称及人 | | 安信基金:梁冰哲 中泰证券:王子杰 | | 员姓名 | | | | | | | | 时间 | 2022 年 06 月 01 日 | | | 地点 | 广东省东莞市长安镇建安路 | 893 号祥鑫科技股份有限公司办公室 | | 上市公司 人员姓名 | | 董事、副总经理兼董事会秘书:陈振海先生 | | ...
祥鑫科技(002965) - 2022年06月30日投资者关系活动记录表
2022-11-17 14:32
证券代码:002965 证券简称:祥鑫科技 债券代码:128139 债券简称:祥鑫转债 祥鑫科技股份有限公司投资者关系活动记录表 编号:2022-021 | --- | --- | --- | --- | |-----------|----------------------------------------|----------------------------|----------------------------------------------------------------| | | □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 | 电话会议 | | | | □其他 | (请文字说明其他活动内容) | | | 参与单位 | | | | | 名称及人 | 博时基金:郭永升 张健 | 王远征 | 中泰证券:王子杰 | | 员姓名 | | | | | | | | | | 时间 | 2022 年 06 月 30 日 | | | | | 地点 广东省东莞市长安镇建安路 ...