Group 1: Company Overview and Competitive Advantages - 嘉园环保 is a platform-based environmental company with a diverse business model, including design, consulting, environmental assessment, and project contracting [1] - The company has strong competitive advantages in the treatment of leachate, VOC governance, and wastewater treatment, supported by its comprehensive business qualifications [1] - 嘉园环保 holds a leading position in the domestic organic waste gas purification industry, with a market share ranking first and being among the top three in the leachate market [1] Group 2: Future Development and Market Trends - The future development of 嘉园环保's business is expected to accelerate due to increasing policy emphasis on leachate and VOC treatment [2] - Collaboration with 汉威电子 is anticipated to enhance 嘉园环保's brand advantage and financing capabilities, facilitating business expansion [2] - As of now, VOC orders have exceeded the same period last year, indicating positive growth in this sector [2] Group 3: Policy Impact and Industry Insights - The upcoming implementation of the "Pollution Discharge Fee Standard" is expected to significantly impact the industry, particularly in state-owned enterprises and the petrochemical sector [2] - The container industry has a high level of governance, with approximately 80% of enterprises equipped with relevant treatment facilities, shifting from catalytic combustion to recovery technology [2] - In the petrochemical industry, VOC emissions are relatively low compared to other pollutants, and domestic products offer competitive pricing and after-sales service advantages [2]

Group 1: IoT Platform Development - The company has completed the initial construction of its IoT platform through major asset restructuring and continuous external acquisitions, forming a product and service system centered around "sensors + SCADA + GIS + cloud platform" [1] - The business layout covers four major areas: smart municipal, safety production, environmental monitoring, and home health [1][2] Group 2: Smart Municipal Sector - The smart municipal sector is a key market area for the company, with successful cases in smart gas and smart water management [1] - Major entities involved include municipal gas departments and other local companies [1] Group 3: Safety Production Sector - The company has advanced integrated solutions in the safety production sector, responding to stricter government regulations [1] Group 4: Environmental Monitoring Sector - The company has acquired Jia Yuan Environmental Protection, a leading expert in waste gas and wastewater treatment, enhancing its market expansion opportunities [1][2] - The VOC treatment market is large and demand is rapidly increasing, where the company holds a leading advantage [1] Group 5: Home Health Sector - The company has developed various air quality detection products and invested in several companies to explore comprehensive solutions in home health [2] - Collaborations with Shanghai Dexu aim to create a comprehensive indoor air quality solution, enhancing user experience [2] Group 6: Future Strategies - Mergers and acquisitions will be a regular strategy for the company, focusing on projects that provide significant industrial synergy [2] - The company plans to modify its name to better align with its business development, although no specific timeline has been set [2]

证券代码：300007 证券简称：汉威电子 编号：2014-007 河南汉威电子股份有限公司 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 □ 媒体采访 □业绩说明会 □ 新闻发布会 □路演活动 □ 现场参观 □其他 | □分析师会议 | | 来访单位 及人员姓名 | 瑞银证券 徐颖真 | | | 时间 | 2014 年 11 月 7 | 日 | | 地点 | 嘉园环保会议室 | | | 上市公司 接待人员 | 嘉园环保董事长陈泽枝 | | | 投资者关系 | 会议室沟通交流： | | | 活动主要内容 | | 嘉园环保陈总介绍嘉园公司基本情况，讲述公司在环保设计、施工、运营、咨 | | | | 询及环 ...

Group 1: Company Strategy and Business Layout - The company aims to leverage capital market strength to continuously integrate products and services under the layout of "Smart City + Industrial Safety + Environmental Monitoring + Home Health" [1] - The Smart City sector has many successful cases, with smart gas being a highlight, and future plans include developing smart water management as the next benchmark [1] - The focus on industrial safety is increasing due to national safety policies, leading to higher demand in this area [1] - The environmental monitoring sector, led by Jia Yuan Environmental Protection, aims to connect front-end detection with back-end governance [1] Group 2: Product Development and Market Position - The company has launched its first smart home product, an air quality monitor, which detects gas, carbon monoxide, PM2.5, humidity, and temperature [2] - The Smart Water Management sector features a comprehensive "Smart Water Management Integrated Platform Solution" that utilizes GIS technology for real-time monitoring of urban water supply systems [2] - Jia Yuan Environmental Protection and Shenyang Jinjian are performing well and expected to meet promised performance targets [2] Group 3: Mergers and Acquisitions - The company's acquisitions are aimed at industrial synergy, focusing on shared markets and business foundations [2] - The acquisition of Jia Yuan Environmental Protection is intended to create a platform for environmental business, connecting detection and governance [2] Group 4: Market Impact and Future Prospects - Projects like the approval of natural gas pipelines from Russia and Myanmar are expected to positively impact the company's performance, as clean energy is a growing trend [2] - The automotive tire pressure monitoring standard is less relevant to the company, as this market is dominated by international giants with complete solutions [2]

证券代码：300007 证券简称：汉威电子 编号：2015-001 河南汉威电子股份有限公司 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 □ □ 新闻发布会 □路演活动 □ 现场参观 □其他 | □分析师会议 媒体采访 □业绩说明会 | | 来访单位 及人员姓名 | | 中信证券 王祥麒 广发基金 唐晓斌 华创证券 李虹蓉 申万宏源 王建伟 | | 时间 | 2015 年 1 月 29 | 日 10:30-11:30 | | 地点 | 公司会议室 | | | 上市公司 接待人员 | ...

Group 1: Strategic Development - Hanwei Electronics aims to become a leading IoT solution provider, focusing on a complete industry chain centered around sensors, smart instruments, and industry IoT applications [1] - The strategic layout can be summarized as "2.3.4": - "2" represents two technical routes: diverse sensor technology and integrated IoT solutions - "3" signifies three product systems: sensors, instruments, and monitoring terminals - "4" indicates four application sectors: smart municipal, industrial safety, environmental monitoring, and smart home [1] Group 2: Market Opportunities - The smart water management market is projected to reach a market size of hundreds of billions, indicating significant growth potential [3] - Hanwei has established a complete system solution in smart water management, integrating core sensor technology, monitoring terminals, SCADA, GIS, and cloud platforms [3] Group 3: Investment and Mergers - Hanwei's investment and acquisition strategy focuses on achieving technological and industrial synergies to enhance core competitiveness and develop new business segments [3] - The company has invested in high-tech water supply companies to create a comprehensive smart water management platform, demonstrating positive economic effects [2] Group 4: Competitive Advantages - Compared to BAT companies, Hanwei's strengths lie in its core sensor technology and traditional hardware advantages, while BAT focuses more on consumer sectors [3] - Hanwei's industry background and experience provide a competitive edge, enabling the company to achieve industrial interconnectivity [3]

证券代码：300007 证券简称：汉威电子 编号：2015-006 河南汉威电子股份有限公司 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□ \n□ 新闻发布会 □路演活动 \n□ 现场参观 □其他 | □分析师会议 \n媒体采访 □业绩说明会 | | | 国信证券 蓝逸翔 | | | | 上投摩根基金 黄进 | | | | 广东信达兴投资 李宜志 | | | 来访单位 及人员姓名 | 深圳凯富盈投资 金广 华夏未来资本 丁鑫 友邦中国 周烁君 天弘基金 张单 诺安基 ...

Group 1: Financial Performance - The net profit attributable to shareholders increased nearly 100% in the first half of 2015, driven by strong performance in the smart city and environmental sectors [1] - The company aims to raise up to CNY 1.327 billion through a private placement to fund smart water and heating projects, as well as to enhance liquidity [2] Group 2: Business Development and Strategy - The company is focusing on four major business areas: smart municipal services, industrial safety, environmental monitoring, and smart home solutions [3] - The smart municipal services sector is a key growth area, with plans to leverage government PPP initiatives to expand market presence [4] Group 3: Market Opportunities and Competition - The smart water market is projected to reach a scale of CNY 100 billion, indicating significant growth potential [3] - The company has established a comprehensive solution from sensors to application software, giving it a competitive edge over peers in the smart water sector [3] Group 4: Technological Integration - The company is integrating IoT solutions to address issues in the water and heating industries, such as resource loss and low energy efficiency [2] - The development of smart home solutions is aimed at creating a health-focused ecosystem, responding to increasing consumer demand for safety and energy efficiency [4]

证券代码：300007 证券简称：汉威电子 编号：2015-006 河南汉威电子股份有限公司 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□ \n□ \n□ | □分析师会议 | 媒体采访 □业绩说明会 \n新闻发布会 □路演活动 \n现场参观 □其他 | | | 来访单位 及人员姓名 | | | 上海朴易资产管理有限公司 尚志民 上海朴易资产管理有限公司 陈俏宇 | | | 时间 | 2015 年 9 月 29 | 日 9:30-12:00 | | | | 地点 | 公司会议室 | | | | | 上市公司 接待人员 | 董事会秘书肖 ...