Group 1: Company Overview - The company's main business segments are micro-special motors and touch display screens [1] - The linear motors are primarily supplied to clients such as Foxconn and Changshuo [1] Group 2: Product Quality and Development - The yield rate of the linear motors produced by the company is approximately 90% [1] - The linear motors offer faster response times and can achieve multiple vibration modes [3] - The company's motor development history includes hollow cup motors, SMT patch motors, flat motors, cylindrical motors, and now linear motors [3] Group 3: Product Comparison and Applications - Linear motors are distinguished from tactile feedback motors by their faster response, thinner design, and adjustable vibration modes [3] - Major clients for the AIA motors include Sony and Microsoft, with applications in gaming peripherals and small household appliances [3] Group 4: Future Directions - The company is collaborating with Lida Optoelectronics on sapphire coating products and camera zoom motors for VR products, indicating a future focus on VR development [3] - As of November 25, 2015, the company has submitted responses regarding its non-public stock issuance to the China Securities Regulatory Commission [4]

Group 1: Business Overview - The company's main business segments are micro-special motors and touch display screens [2] - The motors produced include vibration motors and drive motors, with vibration motors primarily used in mobile phones and wearable products, while drive motors are used in gaming peripherals and small appliances [2] Group 2: Product Applications - Traditional motors produced by the company, such as cylindrical solid motors and flat motors, are mainly used in mobile phones, while cylindrical hollow motors are used in toothbrushes and toys [3] - The company supplies traditional motors to major clients including Huawei, Xiaomi, Meizu, VIVO, and ZTE [3] Group 3: Financial Performance - The gross margin for linear motors is higher compared to traditional motors [3] - The company has established linear motor projects with domestic mobile phone manufacturers [3] Group 4: Non-Public Offering - The pricing benchmark date for the non-public offering is set for the first day of the issuance period [4] - The non-public offering is currently undergoing normal review processes and will officially commence after approval from the regulatory authority [4]

证券代码：300032 证券简称：金龙机电 编号：2015-001 金龙机电股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|------------------------------------|------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | 华宝兴业基金管理有限公司：夏林锋 | | | 人员姓名 | | | | 时间 | 2015 年 01 月 28 日 | | | 地点 | 董事长办公室 | | | 上市公司接待人 | | 副总经理：陈宇强；证券事务代表：王滨声；证券部职员： | | 员姓名 | 陈铸珏 | | | 投资者关系活动 主要内容介绍 | 1 、问：公司为什么要收购甲艾马达？ | | | ...

Group 1: Company Performance and Goals - The company needs to continue efforts in the fourth quarter to achieve employee stock ownership plan performance targets [2] - The linear motor has been confirmed for use by domestic manufacturers [2] - A standardized linear motor will be launched targeting domestic mobile phone manufacturers [2][3] Group 2: Product Advantages and Financials - The linear motor offers faster response times and can achieve multiple vibration modes [3] - The gross margin of linear motors is higher than that of traditional motors [3] - The advantages of synthetic sapphire films include lower cost, higher hardness, anti-reflective properties, and water and stain resistance [3] Group 3: Clientele and Market Expansion - Major clients for the company's products include Sony and Microsoft in the gaming peripherals sector, as well as applications in small household appliances [3] - The company plans to enhance automation capabilities through acquisitions [3] Group 4: Financial Activities - The company has received feedback from the regulatory authority regarding its non-public offering and is preparing relevant materials [4] - The "Growth No. 2" employee stock ownership plan will complete stock purchases within six months after approval at the shareholders' meeting [4]

证券代码：300032 证券简称：金龙机电 编号：2015-005 金龙机电股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------|-------------------------------------------------------------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 安信证券：邵洁；景顺长城基金：詹成、黄瑜；上投摩根基 | | 人员姓名 | | 金：黄进、乐琪；南方基金：陈卓、周烨；普尔投资：马国 | | | | 庆；财通证券资产管理有限公司：章昊秋；北京凯思博投资 | | | | 管理有限公司：熊建龙；上海沃珑港投资管理有限公司：宋 正园；申万菱信：张朋；中欧基金：刘金辉、陈海 ...

证券代码：300032 证券简称：金龙机电 编号：2015-004 金龙机电股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|-------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 东兴证券股份有限公司：张济 香港上海汇丰证券股份有限 | | 人员姓名 | | 公司：陈君秀 摩根大通证券股份有限公司：陈威元 | | 时间 | 2015 年 06 月 16 | 日 | | | | | | 地点 | 董事长办公室 | | | 上市公司接待人 | | 董事长：金绍平； 副总经理：陈宇强；证券部职员：武昕睿 | | 员姓名 | | | | 投资者关系活动 | 1 | 、问：线性 ...

证券代码：300032 证券简称：金龙机电 编号：2016-006 金龙机电股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------------|------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 东北证券股份有限公司：马良；浙江晨阳资产管理有限公 | | 人员姓名 | 司：叶敏 | | | 时间 | 2016 年 06 月 01 日 | | | 地点 | 电话会议室 | | | 上市公司接待人 | | 副总经理：陈宇强；证券事务代表：王滨声；证券部职员： | | 员姓名 | 陈铸珏、郑雯雯 | | | 投资者关系活动 | 1、问：公司 2015 | 年度大概有 1 亿的研发投入，是怎么分 ...

证券代码：300032 证券简称：金龙机电 编号：2016-007 金龙机电股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------------|----------------------------------------------| | | | | | 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 | | | 参与单位名称及 | | 浙江天堂硅谷资产管理集团有限公司：方炜 | | 人员姓名 | | | | 时间 | 2016 年 06 月 15 | 日 | | 地点 | 会议室 | | | 上市公司接待人 | | 副总经理：陈宇强；证券部职员：陈铸珏、郑雯雯 | | 员姓名 | | | | 投资者关系活动 | 1 、问：请简要介绍下公司的业务。 | | | 主要内容介绍 | 答：公司分马达和触摸显示两块业务。 | | | | 2 ...

Group 1: Company Overview - The main business areas of the company include micro-special motors and touch display modules [2] - Traditional motor clients include major domestic mobile manufacturers such as Huawei, ZTE, Xiaomi, VIVO, and OPPO [2] Group 2: Linear Motor Market - Currently, no products on the market are using the company's linear motors, but multiple projects have been initiated to adopt them [3] - High-end mobile manufacturers are the primary users of linear motors due to increased costs associated with the driving system and chips [3] - The company aims to increase its market share of linear motors by enhancing its position in the supply chain [3] Group 3: Product Applications - The company's motors are categorized into vibration motors and drive motors, with applications in mobile phones, wearable devices, gaming peripherals, and small household appliances [3] - The pricing of the company's motors in the domestic market is relatively stable, indicating a certain degree of pricing power [3] Group 4: Automation and Capital Market Activities - Approximately 50% of the company's processes are automated [3] - The company has initiated a non-public stock issuance project and organized on-site research for interested institutions on May 13 [3] - Future acquisitions will be determined based on industry trends and the company's specific needs [4]

证券代码：300032 证券简称：金龙机电 编号：2016-001 金龙机电股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------------|--------------------------------------------------------| | | | | | 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 | | | 参与单位名称及 | 中泰证券股份有限公司：李和瑞、于帅 | | | 人员姓名 | 天风证券股份有限公司：宋博 | | | | IDG | 资本投资顾问（北京）有限公司：王勇 | | | 华鑫证券有限责任公司：周学宜 | | | 时间 | 2016 年 01 月 05 日 | | | 地点 | 会议室 | | | 上市公司接待人 | | 董秘：黄娟 副总经理：陈宇强；证券代表：王滨声 证券部 | | 员姓名 ...