编号：2014-008 证券代码：300128 证券简称：锦富新材 苏州锦富新材料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 | 长江证券 卞曙光 | | | 人员姓名 | | | | 时间 | 2014 年 11 月 7 | 日 | | 地点 | 锦富新材公司管理总部 | | | | | | | 上市公司接待人 员姓名 | 董事会秘书葛卫东先生 | | | | 一、公司长期发展战略 | | | --- | --- | |--------------------------------|--------------------------------------------------------- ...

编号：2015-003 证券代码：300128 证券简称：锦富新材 苏州锦富新材料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 | 国泰君安 王聪 | | | 人员姓名 | | | | 时间 | 2015 年 5 月 15 | 日 | | 地点 | | 昆山迈致治具科技有限公司会议室 | | 上市公司接待人 | | | | 员姓名 | | 公司副董事长黄亚福先生 公司证券部人员 | | 投资者关系活动 | | 公司副董事长黄亚福先生就以下方面与投资者进行了交流： | | | 一、关于 A | 客户产品 | | 主要 ...

Group 1: Company Development Strategy - The company aims to transition from a component supplier to a multi-component supplier, extending its reach along the industrial chain and diversifying hardware development [2] - The focus will be on smart manufacturing, consumer electronics, and panoramic holographic mapping data applications, aligning with new industrial revolutions and lifestyle changes [2] - The traditional business of electronic component manufacturing will continue to grow steadily, with resources directed towards high-quality clients and new customer development [3] Group 2: Current Business Operations - The company is accelerating R&D progress and has acquired a 75% stake in a fixture R&D and production company to enhance its core competitiveness [2] - The company is actively expanding its CNC equipment production and R&D capabilities, while also strengthening its sapphire equipment development [3] - A pilot line for high-performance graphene powder preparation is currently in trial, with plans to establish a dedicated graphene application company upon successful trials [3] Group 3: Market Outlook and Opportunities - The future of professional testing equipment is promising, especially as mobile devices trend towards high-end smart technology, increasing reliance on testing equipment [3] - There is potential for professional testing equipment to expand into industrial electronics and automotive electronics sectors [3] - The domestic market for testing equipment in first and second-tier brands of mobile devices is expected to grow significantly [3]

编号：2016-001 证券代码：300128 证券简称：锦富新材 苏州锦富新材料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 | □ 其他 | | 参与单位名称及 | | 永赢基金：陈晟 国投瑞银基金：孙文龙 | | 人员姓名 | | 华宝兴业：窦先生 光大证券：王国勋 | | | | 光大证券：仇文妍 源乐晟：何益臻 | | 时间 | 2016 年 5 月 3 日 | | | 地点 | 昆山迈致治具科技有限公司会议室 | | | 上市公司接待人 | | 董事长富国平先生 副董事 ...

Group 1: Strategic Transformation - The company is undergoing a strategic transformation focused on new material research, product manufacturing, and the development of a smart home platform, aiming to create an integrated ecosystem in the context of the Internet of Things (IoT) [2] - The subsidiary, Suzhou Grey Feng Nano Technology Co., Ltd., is developing graphene powder materials with advanced technology and low pollution, indicating promising prospects [2] - The company has invested in CLEARink Displays to enter the reflective display technology sector, targeting products like electronic tags and e-book readers [2] Group 2: Product Development - The company has developed ultra-thin displays with a thickness of only 3.7mm, featuring characteristics such as curved surfaces, narrow borders, and lightweight design [3] - In the smart home platform sector, the company is collaborating with Beijing Sanyun Technology Co., Ltd. to enter the IoT smart home market, focusing on micro-network data terminals [3] - The acquisition of Nantong Qiyun Technology Co., Ltd. allows the company to enter the Internet Data Center (IDC) service sector, with the "cloud + terminal" strategy taking shape [3] Group 3: Project Progress - The Nantong Qiyun Data Center is currently under construction, with the first phase expected to be operational in the third quarter of 2017 [3] - Beijing Sanyun has achieved small batch orders for its micro-network data terminals, aligning with its production timeline [3] - The future sales strategy for Beijing Sanyun involves initially focusing on B2B partnerships before expanding into B2C markets [3]

Group 1: Investment Activities - In April 2014, the company acquired 97.82% of Dais Optoelectronics for cash, extending its business into LCD module (LCM) and BLU manufacturing [2] - In January 2015, the company purchased 75% of Kunshan Maizhi Testing Technology through a combination of cash and stock, expanding into electronic testing equipment manufacturing [2] - In November 2016, the company acquired 100% of Nantong Qiyun Technology for cash, entering the Internet Data Center (IDC) sector [2] - In December 2016, the company acquired 15% of Beijing Sanyun Technology for cash, entering the smart home business [3] Group 2: Business Development Directions - The Nantong Qiyun Data Center project has a total investment of 799.30 million RMB, covering an area of 53,000 square meters and will have 5,800 standard cabinets [3] - The project aims to provide data center cabinet rental services, network access services, and value-added services such as IT equipment procurement and system deployment [3] - The smart home market is expected to grow rapidly, with the company leveraging its stake in Beijing Sanyun to enhance synergies between smart home and display terminal businesses [3] Group 3: Production Capacity Expansion - The automated production line for smart display terminals will add an annual production capacity of 750,000 units, including 500,000 curved LCDs and 250,000 smart TVs [4] - The company plans to extend its existing business into complete machine manufacturing through ODM services, which will lower production costs and enhance market competitiveness [4] Group 4: Strategic Partnerships and Innovations - The company’s subsidiary, Hong Kong Heou, signed an investment agreement with CLEARINK DISPLAYS, LLC, investing 3 million USD for a 10.8% stake [4] - CLEARINK focuses on developing a new type of reflective display screen with advantages such as high brightness, low power consumption, and lower manufacturing costs [4] - The project has significant market potential, although mass production timelines remain uncertain [4] Group 5: Market Outlook - By 2020, the value generated by the "living room economy" is projected to reach 1.1 trillion RMB, driven by applications in video, gaming, e-commerce, and education [3]

编号：2017-002 证券代码：300128 证券简称：锦富技术 苏州锦富技术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 | √ \n□ \n□ \n□ 现场参观 | 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□ 其他 | | 参与单位名 | | | | 称及人员姓 | 浙商证券：陆云 | | | 名 时间 | 2017 年 3 月 15 | 日 | | | 公司管理总部 | | | 地点 | | | | 上市公司接 | | | | 待人员姓名 | | 董事长富国平先生、董秘王文德先生 | | | 一、 2016 | 年年报概况 | | 投资 ...

编号：2017-004 证券代码：300128 证券简称：锦富技术 苏州锦富技术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 | | | | | 申万宏源证券 马晓天 海通证券 尹苓 天风证券 洪骐 | | | | | 中信建投证券 叶乐 平安证券 徐勇 东方财富 张晨 | | | 参与单位名 | | 广发证券 王奇钰 中泰证券 张欣 兴业证券 洪依真 | | | 称及人员姓 名 | | 中信证券 朱宏涛 浙商证券 陆云 东方证券 ...

Group 1: Company Development Strategy - The company will focus on three main sectors: "New Materials and Processing Applications," "Intelligent Systems and Big Data," and "Clean Energy" from 2018 to 2022 [3] - The strategy includes business spin-offs and equity swaps to transform the company into a platform for intelligent systems and big data operations [3][4] - The clean energy sector will expand from existing photovoltaic operations to include hydrogen fuel and natural gas [4] Group 2: Recent Major Investments - The company plans to restructure its cutting business by integrating upstream functional material suppliers to enhance competitiveness and profitability [5] - A partnership with BRV Lotus Fund is proposed to acquire a 26.03% stake in the Korean company Suntel, which is developing promising projects related to electronic shelf labels and palm vein recognition technology [5][6] - These investments align with the company's strategic planning and aim to enhance its core business in intelligent systems and big data [5] Group 3: 2017 Annual Report Overview - In 2017, the company achieved total revenue of 3.021 billion yuan, a year-on-year increase of 1.62% [6] - Operating profit reached 96.397 million yuan, up 140.80% compared to the previous year [6] - The net profit attributable to shareholders was 58.4844 million yuan, reflecting a growth of 53.10% [6] Group 4: Q&A Highlights - The company aims for a year-on-year growth of at least 100% in the intelligent systems and big data sector in 2018, with value-added services expected to be the main contributor [8] - The smart retail business is positioned as a key application of intelligent systems and big data, with plans to complete 30 demonstration stores by the end of 2018 [8] - The company is preparing for a transition from B2B to B2C, focusing on talent acquisition and brand marketing to support this shift [9][10]

证券代码：300128 证券简称：锦富技术 编号：2018-002 苏州锦富技术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 □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 □ 其他 | | | 乾丞基金 包诗立，乾丞基金 曹立，民族证券 金兰， | | 参与单位名 | 国融证券 华徽羽，广州期货 张圣家 ，华福证券 郑矫龙， | | 称及人员姓 名 | 新时代证券 沈秋华，新时代证券 孙爱国，昆吾九鼎投资 赵志杰， | | | 贵山财富投资 杨镇榜，九运资产管理 彭一峰 | | 时间 | 年 04 月 09 日 | | 地点 | 公司管理总部 | | 上市公司接 待人员姓名 | 董秘兼副总裁王文德，董秘办张晓雪 | | 投资者关系 | 会议流程及主题 | | 活动主要内 | ...