证券代码：002968 证券简称：新大正 参与单位名称 东方证券/房诚琦、长信基金/许望伟、嘉实基金/陈永、永赢基金 及人员姓名 /王硕、海富通基金/王振遨、东方基金/古立今、中国人寿基金/ 余罡、中银基金/刘腾、李思佳。 重庆新大正物业集团股份有限公司投资者关系活动记录表 编号：2019-002 | --- | --- | --- | --- | |--------------|------------|----------------------------------|-------| | | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | | 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 （请文字说明其他活动内容） | | | --- | --- | |--------------|----------------------------------------------------------| | 时间 | 2019 年 12 月 13 日 10:00-15: ...

证券代码：002968 证券简称：新大正 重庆新大正物业集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------|--------------------------------------|--------------------------------------------------------------------| | | | | | 投资者关系 | √ | 特定对象调研（线上会议） □分析师会议 | | 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 （请文字说明其他活动内容） | | | 参与单位名 | | 华宝证券/马万昱；华泰证券/陈慎；南方基金/任婧；汇添富基金/邵蕴 | | 称及人员姓 | | 琦；天风证券/刘章明、孙海洋；中信证券/陈聪；华创证券/袁豪；海通 | | 名 | | 证券/涂力磊；富国基金/金山；广发基金/蔡宇杰；易方达基金 / 张晓宇； | | | | | | | | 国投瑞银基金/孙文龙、王方；华商基金/郭鹏；工银瑞信/刘龙龙 ...

重庆新大正物业集团股份有限公司 投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Group 1: Company Overview and Market Position - The company primarily focuses on public building clients, with over 90% of new projects obtained through public bidding in the first half of the year [4] - As of June 30, 2019, the company's social insurance coverage rate was 93.08% [6] - The number of property service companies in China exceeded 127,000 in 2018, indicating a highly competitive market [5] Group 2: Project Acquisition and Revenue Generation - Non-residential property projects are typically acquired through bidding processes, with contracts usually lasting 2-3 years [5][6] - The company’s revenue from newly developed business contracts is gradually released over time, particularly for non-residential properties [3] - The company has a strong market expansion capability, adapting to market changes and client needs effectively [6][8] Group 3: Competitive Advantages - The company has developed a competitive edge by providing diverse services tailored to different client needs, enhancing its market competitiveness [6] - The absence of a hard threshold for property company qualifications allows for easier entry into the non-residential sector [5] - The company’s early market entry and ability to respond to client demands have strengthened its competitive position [8] Group 4: Financial Impact of Market Expansion - National expansion efforts have a short-term impact on profits due to initial costs, but long-term benefits are expected as brand effects and scale become more pronounced [7] - The company has consistently achieved historical highs in market development, with annual contract amounts showing a stable upward trend [7]

证券代码：002968 证券简称：新大正 重庆新大正物业集团股份有限公司投资者关系活动记录表 编号：2019-003 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------------| | | | | | 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/张云凯、沈路遥；光大保德信基金/王维诚；财富证 | | 人员姓名 | 券 / 韩偲瑶。 | | | | | | | 时间 地点 | 2019 年 12 月 26 | 日 9:30-11:00 重庆新大正物业集团股份有限公司会议室 | | 上市公司接待人 | | 总经理助理、董事会秘书：翁家林，证券事务代表：杭建鹏， | | 员姓名 | 证券主管：谢航。 | | | ...

重庆新大正物业集团股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | ☑ 特定对象调研 | □分析师会议 | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | 活动类别 | □ 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 | | 兴业证券/徐鸥鹭、杨丹丹、天弘基金/唐博、湘财基金/贝 | | 及人员姓名 | 敏、广发资管 / | 廖凌、景仁资本 / 何佳萍、朋元资产/郭可 | | 时 间 | 2020 年 11 月 3 日 | 10:30 | | 地 点 | | 重庆新大正物业集团股份有限公司会议室 | | 上市公司接待 | | 助理总裁、董事会秘书翁家林、财务管理中心总经理熊淑 | | 人员姓名 | | 英、证券事务代表王骁、证券主管谢航 | | 投资者关系活动 | 议题一、公司基本业务 ...

Group 1: Company Overview and Market Position - The company anticipates significant growth in the public construction property sector due to increasing market openness and competition [4] - The market space for public construction property is vast, driven by further marketization and social logistics in China [4] - The company has been proactive in strategic planning since 2013, hiring Roland Berger for comprehensive strategic consulting [4] Group 2: Talent Management and Organizational Structure - The company has maintained a stable core team over 20 years, focusing on high-quality talent selection [5] - Since 2016, the company has significantly increased the recruitment of external professionals and experienced managers [5] - The talent selection process emphasizes diverse capabilities and a partnership approach for mid-to-senior management roles [5] Group 3: Mergers and Acquisitions Strategy - Mergers and acquisitions are viewed as a key development pathway post-IPO, with a cautious approach to integration and sustainability [6] - The successful acquisition of Minxing Property was based on shared visions for the future of the public construction property sector [6] Group 4: Cost Control and Employee Incentives - Cost control and employee incentives are not seen as opposing concepts; the company prioritizes employee growth and well-being [7] - The board sets annual targets for salary growth, ensuring alignment with employee incentives [7] Group 5: Market Adaptation and Future Focus - The company is focusing on pandemic response, business growth, and exploring new market opportunities [7] - The strategy for balancing self-managed and outsourced projects will evolve with the company's growth [8] - The company sees potential in 2B business models, particularly in outsourcing administrative and logistical services [8]

编号：2021-003 证券代码：002968 证券简称：新大正 重庆新大正物业集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------| | 投资者关系活动 类别 | √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 □其他 | □业绩说明会 （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 中信建投/丁希璞、工银瑞信 证券 / 赵宇、范炳毅；山石基金 | / 刘龙龙、太平养老/姚宏福、华泰 / 张骊、中融基金 / 甘传琦、工商 | | | 银行/冯江渝、德睿恒丰 | / 何小华等 | | 时间 | 2021 年 5 ...

Group 1: National Expansion Strategy - The company has clarified its national expansion strategy, focusing on 10-15 key cities, with 79.2% of new project contracts outside Chongqing, which accounted for 20.8% in 2020 [1] - As of now, the company has established a presence in 23 provinces and cities, with a total new project contract amount of approximately 9.2 billion yuan, of which 88% is outside Chongqing [1] - In the first half of the year, the total revenue reached approximately 8.96 billion yuan, with only 12% generated in Chongqing [1] Group 2: Market Expansion Methods - Project expansion remains the primary method for market growth, with a total contract amount of approximately 8 billion yuan in the first half of the year, reflecting a 104% year-on-year growth [2] - The company has established five joint ventures in various provinces, leveraging partnerships to enhance business development, with over 1 billion yuan in business volume from these joint ventures in the first half of the year [2] - Mergers and acquisitions are also a key strategy, with the successful integration of Minxing Property contributing approximately 40 million yuan in new business in the Sichuan region [2] Group 3: Financial Performance and Profitability - Despite revenue growth exceeding expectations, profit growth has not kept pace due to high initial costs associated with new projects, which typically require 1-2 months of employee training and asset preparation [3] - The company has historically maintained a stable growth rate of around 20%, but the rapid expansion post-listing has led to a profit increase of only 58% in the first half of the year [3] - As the market matures, the overall profitability is expected to stabilize, benefiting from the compound effects of existing projects [3] Group 4: Management and Cost Efficiency - The company is currently in a critical growth phase, facing pressures from increased management costs and the need for high-quality talent to support future development [4] - Long-term, the company anticipates that scale effects will enhance management efficiency and reduce costs as project density increases [4] - The implementation of an equity incentive plan aims to align employee interests with company goals, fostering stability and growth within the labor-intensive property management industry [4]

证券代码：002968 证券简称：新大正 新大正物业集团股份有限公司投资者关系活动记录表 编号：2021-005 | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------|-------|----------------------------------| | | | | | | | | √特定对象调研 □分析师会议 | | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □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 人员姓名 | 工银瑞信/王君正；长江证券 超；华泰柏瑞/陈世 ...