编号：2017-002 证券代码： 300067 证券简称：安诺其 上海安诺其集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------------------|------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------| | 投 资 者 关 \n系 活动类别 | ■ \n□ \n□ □ 现场参观 \n□其他 | 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 | | 参 与 单 位 名 称 及 人 | | 平安资产 贝永飞；东北证券：付赫；美都勤远：张怡；山西证券：任宇 超；万家基金：耿嘉洲；上银基金：翁伟晧；长江证券：马太；国泰君 | | 员姓名 | | 安：韩依凡；海富资本：陈凌；千般资本：陈菲；物产同合：况泰莹； | | 时间 | 2017. ...

证券代码： 300067 证券简称：安诺其 上海安诺其集团股份有限公司投资者关系活动记录表 编号：2017-004 | --- | --- | --- | |------------------------------|-------------------------------------|--------------------------------------------------------------------------------| | 投 资 者 关 系 活动类别 | ■ □ □ 新闻发布会 □ 现场参观 □其他 | 特定对象调研 □分析师会议 媒体采访 □业绩说明会 □路演活动 | | 参 与 单 位 名 称 及 人 | | 宏信证券：叶惠利；湘韶投资：柳浩、卢炜 | | 员姓名 时间 | 2017.9.26 下午 | 14：00-16 ： 00 | | 地点 | 上海市青浦区崧华路 | 881 号公司会议室 | | 上 市 公 司 接 待 人 员 姓名 | | 副总经理兼董秘徐长进、证券事务助理孙浩 | | | | 会议纪要 | | 2017 年 | 9 月 26 | 日，宏信证券 ...

编号：2018-001 、证券代码： 300067 证券简称：安诺其 上海安诺其集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------------|------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2019-004 证券代码： 300067 证券简称：安诺其 上海安诺其集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------------|----------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2017-005 证券代码： 300067 证券简称：安诺其 上海安诺其集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------------|-------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ...

广发证券基础化工行业资深分析师郭敏；中银国际证券化工行业首席分析师余嫄嫄、机 构业务部副总经理刘景华、助理副总裁赵子青；联讯证券化工行业首席分析师于庭泽； 中泰证券化工行业首席分析师商艾华；中信建投证券化工行业分析师邓胜、投行柴慧 洁；国泰君安李晨翔；东方证券化工行业研究员杨奇、石油化工行业研究员倪吉；安信 证券化工行业分析师乔璐；国金证券基础化工首席分析师蒲强；招商证券机械行业分析 | --- | |-------| | | | | | | | | | | | | 师田若辰、投资银行总部高级经理刘哲希、张江营业部副总经理蒋双喜；中金公司分析 员徐奕晨、研究部经理贾雄伟、高级投资经理俞枫晚；金库资本研究员黄隆堂、投资总监 姚炳峰；九沅资产交易总监王干义；华富基金研究发展部邓翔；平安养老保险股份有限 公司高级股票投资经理吴涛；上海常春藤资产管理有限公司研究副总监冯先涛；英大保 险资产管理有限公司高级投资经理石晴川；绿地金融控股集团投资总监张如轩；中国健 康产业投资基金项目总监于良涛；上海森锦投资管理有限公司投资助理季亮；腾起基金 2019 年 5 月 21 日，广发证券基础化工行业资深分析师郭敏；中银国际证券化 ...

Group 1: Company Overview and Digital Business Development - Annoqi has established a complete digital ink and printing industry chain since 2015, including the founding of Shanghai Annoqi Digital Technology Co., Ltd. and the development of proprietary technologies [2] - The company has invested in Suzhou Ruifa Printing Technology Co., Ltd. and established multiple subsidiaries to enhance its digital printing capabilities [2][3] - The digital business covers various sectors such as personalized customization, fashion lifestyle, and cultural tourism, with plans to integrate these products into everyday life [2] Group 2: Financial Performance and Market Position - In 2018, the company projected a revenue of approximately 2.5 billion CNY from its main business, with plans to reach 4 billion CNY following the completion of new projects [3] - The company reported a dye production volume of 4.9069 billion meters in 2018, a year-on-year increase of 2.63% [4] - The first quarter of 2019 saw a revenue increase of 5.65% year-on-year, totaling 63.885 billion CNY [4] Group 3: Future Development Plans - Annoqi aims to build a B2C digital customization platform, targeting markets in clothing, home decor, and cultural products, indicating significant market potential [3] - The company plans to continue its digital strategy by investing in digital equipment and printing factories to support the B2C platform's growth [3][4] - The digital printing industry is expected to see substantial growth, with Annoqi positioned to capitalize on this trend through its established supply chain and technological capabilities [5] Group 4: Market Trends and Challenges - The price of disperse dyes has increased significantly due to supply-demand dynamics and environmental regulations, affecting approximately 200,000 tons of production capacity [4] - The company anticipates a rise in active dye prices, influenced by the costs of intermediate products [4] - The concentration of dye enterprises is expected to increase, benefiting compliant companies like Annoqi as smaller firms face shutdowns due to environmental non-compliance [5]

、证券代码： 300067 证券简称：安诺其 上海安诺其集团股份有限公司投资者关系活动记录表 编号：2018-002 | --- | --- | --- | |--------------------------------|------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2018-003 证券代码： 300067 证券简称：安诺其 上海安诺其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 | ■ □ □ 新闻发布会 □ 现场参观 □其他 | 特定对象调研 □分析师会议 媒体采访 □业绩说明会 □路演活动 | | 参 与 单 位 名 称 及 人 员姓名 | （身份证号： 3310021967******** | 个人投资者俞善标先生（身份证号： 3501021968******** ）、魏存嵘先生 3501021976******** ）、占伟儿先生（身份证号： ） | | 时间 | 2018.7.3 下午 | 14：00-15：3 ...

Group 1: Company Overview and Growth - Annoqi's main business is fine chemicals, focusing on the mid-to-high-end differentiated dye market, with a compound annual growth rate (CAGR) of 31.1% over the past six years for main business and 24.11% for net profit, significantly higher than the industry average [2][3] - The company aims to achieve an annual production capacity of no less than 50,000 tons of dyes and related intermediates by 2018, with projected main business revenue reaching around 2 billion CNY and 4 billion CNY after the completion of new projects [3][4] Group 2: Digital Industry Development - Since 2015, Annoqi has been investing in the digital industry, establishing Shanghai Annoqi Digital Technology Co., Ltd. for the R&D and production of digital dyes and inks [3][4] - The company has built a production line for 500 tons of active digital dye ink, significantly reducing raw material costs and promoting the development of the active digital printing industry [3][4] - Annoqi has invested in Suzhou Ruifa Printing Technology Co., Ltd., acquiring a 10% stake, and plans to invest up to 100 million CNY to accelerate the development of digital printing chips and heads [3][4] Group 3: Dye Market Trends - The prices of dyes and intermediates have risen significantly due to supply-side reforms and environmental governance, with dispersed dye prices increasing throughout the year [4][5] - The average annual price of dispersed dyes is expected to continue rising in 2019, while the active dye market remains less concentrated, leading to smaller price fluctuations [4][5] Group 4: Competitive Advantages and Market Position - Annoqi maintains a competitive edge in the mid-to-high-end differentiated dye market, with strong customer loyalty and stable partnerships, which mitigates the impact of market price fluctuations [5][6] - The company has established a direct sales model and has offices in key dyeing and printing enterprise locations, enhancing market responsiveness [5][6] Group 5: Environmental Impact and Business Model - Annoqi operates two environmental protection subsidiaries, focusing on wastewater treatment projects with capacities of 10,000 t/d and 6,000 t/d, contributing to local environmental governance and ensuring stable production operations [6] - The company is currently repurchasing shares, which may be used for employee stock ownership plans and other incentives, although specific plans have not yet been finalized [6]