证券代码：003025 证券简称：思进智能 思进智能成形装备股份有限公司 投资者关系活动记录表 编号：2021-006 | --- | --- | --- | --- | --- | |-------------------------|------------------------------------------------------------|----------------------------------------------------|-------|------------| | 投资者关系活动 \n类别 | □特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n其他 | □分析师会议 \n□业绩说明会 \n□路演活动 \n■电话会议 | | \n \n \n | | 参与单位名称及 人员姓名 | 华安基金基金经理、国元证券研究所研究员共 | | 5 | 位投资者 | | 时间 | 2021 年 06 月 08 日 | 16:30-17:30 | | | | 地点 | 公司会议室 | | | | | 上市公司接待人 | 董事长/总经理：李忠明先生 董事会秘书/副总经 ...

证券代码：003025 证券简称：思进智能 思进智能成形装备股份有限公司 投资者关系活动记录表 编号：2021-004 | --- | --- | --- | |-----------------------|------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | □特定对象调研 □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 \n□现场参观 ■电话会议 其他 | | | 参与单位名称及 | 究员共 5 位投资者 | 万家基金基金经理、万家基金行业分析师、国元证券研究所研 | | 人员姓名 | | | | 时间 | ...

证券代码：003025 证券简称：思进智能 编号：2021-012 | --- | --- | |-------------------------|---------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | ■特定对象调研 □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 \n■现场参观 □电话会议 | | 参与单位名称及 人员姓名 | 甬兴证券：黄伯乐、张闻起、詹烨、吴昱迪 | | 时间 | 月 8 日 10:30 - 12:00 | | 地点 | 全资子公司宁波思进犇牛机械有限公司 | | 上市公司接待人 员姓名 | 董事长/总经理：李忠明先生 董事会秘书 / 副总经理：周慧君女士 证券事务代表：陆爽霁女士 | | | 一、思进智能介绍公司基本情况 | | | 二、参观公司冷成形装备生产车间及试制现场 | | | 三、提问交流环节 | | | 1 ：公司冷成形装备主要有哪些特点及优势？ | | ...

Group 1: Company Overview - The company specializes in cold forming equipment, primarily for manufacturing metal parts at room temperature, which is essential for producing fasteners and irregular parts [3] - The company has been recognized as a leading manufacturer in the multi-station automatic cold heading machine sector in Ningbo [4] - The company has been included in the list of "Little Giants" by the Ministry of Industry and Information Technology of China [4] Group 2: Market Demand and Applications - The cold forming equipment market is driven by the demand from the fastener industry, with increasing needs for non-standard shaped parts [2] - The main downstream customers are manufacturers in various industries, including automotive, machinery, nuclear power, wind power, electrical, railway, construction, electronics, military, aerospace, and petrochemical [2] - In the first half of 2021, there was a significant increase in orders from new fields such as electric and pneumatic tools [2] Group 3: Competitive Landscape - The competitive landscape is divided into three tiers: high-end market dominated by foreign companies, mid-high end by private enterprises like the company, and low-end by smaller firms [2] - The company possesses core technology and independent intellectual property rights, giving it a strong competitive edge in the mid-high end market [2] Group 4: Product Features and Advantages - The main products include high-speed multi-station cold forming equipment, capable of producing dozens to hundreds of parts per minute, enhancing production efficiency and reducing labor costs [3] - The equipment offers high material utilization rates, energy savings, and the ability to process complex metal parts [3] Group 5: Barriers to Entry - Key barriers to entry in the cold forming equipment industry include technical barriers, talent barriers, and customer barriers [4] - Technical barriers arise from the complexity of the equipment and the need for long-term R&D [4] - Talent barriers are significant due to the requirement for skilled technicians with extensive practical experience [4] Group 6: Pricing and Procurement - The company employs a cost-plus pricing model, considering direct costs, technological value, and market conditions [4] - The main raw materials include castings, electrical components, forgings, and others, with procurement managed through semi-annual framework contracts [5] Group 7: Capacity and Future Plans - The company maintains a high capacity utilization rate and is expanding production capabilities through self-funded projects and imported equipment [6] - Future plans include expanding capacity, enhancing product series, and increasing R&D investment to meet evolving market demands [7]

证券代码：003025 证券简称：思进智能 思进智能成形装备股份有限公司 投资者关系活动记录表 编号：2021-010 | --- | --- | --- | --- | |-------------------------|------------------------------------|-------------|-----------------------------------------------------------| | | ■特定对象调研 | □分析师会议 | | | | □媒体采访 | □业绩说明会 | | | 投资者关系活动 | □新闻发布会 | □路演活动 | | | 类别 | ■现场参观 | □电话会议 | | | | □其他 | | | | | | | | | 参与单位名称及 人员姓名 | 西部证券：张一鸣 | | | | 时间 | 2021 年 07 月 16 日 | 14:30-17:00 | | | 地点 | 全资子公司宁波思进犇牛机械有限公司 | | | | 上市公司接待人 | 董事长 / 总经理：李忠明先生 | | | | 员姓名 | 董事会秘书/副总经理：周 ...

证券代码：003025 证券简称：思进智能 编号：2021-009 思进智能成形装备股份有限公司 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 | | 投资者关系活动 | □新闻发布会 | □路演活动 | | 类别 | ■现场参观 □其他 | □电话会议 | | 参与单位名称及 | 中金公司：朱剑胜 德邦资管：杜厚良 | | | 人员姓名 时间 | 年 月 日 | | | | 2021 07 01 | 10:00-12:00 | | 地点 | 全资子公司宁波思进犇牛机械有限公司 | | | 上市公司接待人 员姓名 | 董事长/总经理：李忠明 ...

编号：2021-013 证券代码：003025 证券简称：思进智能 思进智能成形装备股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|---------------------------------------------------------------------------------------------------------|-----------------------------------------------------------| | 投资者关系活动 \n类别 | □特定对象调研 □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 \n□现场参观 ■电话会议 \n□其他 | | | 参与单位名称及 | 南方基金：周承川 | | | 人员姓名 | 西部证券：张一鸣 | | | 时间 | 2021 年 9 月 15 日下午 | 15:30 - 16:45 | | 地点 公司会议室 | | | | 上市公司接待人 | 董事长 / 总经理：李忠明先生 | | | 员姓名 | 董事会秘书 / ...

证券代码：003025 证券简称：思进智能 思进智能成形装备股份有限公司 投资者关系活动记录表 编号：2021-011 | --- | --- | |-------------------------|-------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | □特定对象调研 □分析师会议 \n □业绩说明会 \n□新闻发布会 □路演活动 \n ■电话会议 | | 参与单位名称及 人员姓名 | 华商基金：李卓建 西部证券：张一鸣 建信基金：黄子凌、王东杰、姚锦 国元证券：胡晓慧 | | 时间 | 2 日下午 16:30 - 17:15 3 日下午 15:15 - 17:00 | | 地点 | | | 上市公司接待人 员姓名 | 总经理：李忠明先生 董事会秘书/副总经理：周慧君女士 | | | ：公司冷成形装备行业的下游应用领域及市场容量 | | | 公司冷成形装备行业下游的客户主要是批量化生产金属 | | 投资者关系活动 | 连接件的各行业生产厂商，下游客户数量甚 ...

证券代码：003025 证券简称：思进智能 编号：2021-015 思进智能成形装备股份有限公司 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 | | 投资者关系活动 | □新闻发布会 | □路演活动 | | 类别 | ■现场参观 | □电话会议 | | 参与单位名称及 | □其他 大成基金：刘旭、朱倩 | | | 人员姓名 | 西部证券：张一鸣 | | | 时间 | 2021 年 9 月 29 日 13:30 - | 17:00 | | 地点 | 全资子公司宁波思进犇牛机械有限公司 | | | | 董事长/总经理：李忠明先生 | | | 上市公 ...

Group 1: Company Overview - Sijin Intelligent Equipment Co., Ltd. is the first listed company in the cold forming equipment manufacturing industry in A-shares [2][4]. - The company focuses on R&D, production, and sales of multi-station high-speed automatic cold forming equipment and die-casting equipment [3][4]. Group 2: Market Demand and Applications - The downstream applications of cold forming equipment primarily include industries such as automotive, machinery, nuclear power, wind power, electrical, railways, construction, electronics, military, aerospace, and petrochemical [3][4]. - The demand for cold forming equipment is increasing due to the rapid development of modern industry and the growing complexity of mechanical parts [3][4]. Group 3: Product Features and Advantages - Cold forming technology allows for high-speed, multi-station continuous plastic deformation, producing dozens to hundreds of parts per minute, thus saving production space and labor [3][4]. - The process enhances the mechanical properties of fasteners and irregular parts, with high material utilization and energy savings [3][4]. Group 4: Financial Performance and Talent Management - The company was recognized as one of the top 20 "per-acre efficiency leaders" in Zhejiang Province [4]. - The company maintains stable personnel and focuses on cultivating skilled technical talent through effective incentive mechanisms and systematic training [4]. Group 5: Market Size and Share - The global and domestic market sizes for the cold forming equipment industry are not precisely quantified due to a lack of authoritative sales statistics [4][5]. - The company aims to expand its market share by increasing R&D investment and enhancing marketing and after-sales service capabilities [4][5]. Group 6: Sales and Marketing Strategy - The company employs a direct sales model, promoting products through industry exhibitions and advertisements in professional magazines and online media [5][6]. - In 2020, the company won four bidding projects, with major clients including Faw Automotive Parts Co., Ltd. and China Railway Nanchang Bureau Group Co., Ltd. [5][6]. Group 7: Raw Material Procurement and Cost Management - The main raw materials include castings, electrical components, forgings, welding parts, sheet metal, copper parts, pneumatic components, and bearings [5][6]. - The company has a stable gross profit margin and employs a bulk production strategy to optimize costs, mitigating the impact of raw material price fluctuations [5][6]. Group 8: Production Capacity and Future Directions - The company has a high capacity utilization rate and is expanding production capabilities through specialized outsourcing for less complex components [6][7]. - Future development will focus on intelligent, high-station, large-diameter, and environmentally friendly cold forming equipment, enhancing technical service capabilities and product value [7].