编号：2015-0521 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 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 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 金元证券——汪敬波 | | | | 汇融丰投资——李艳武 | | | 时间 | 2015 年 5 月 21 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 公司财务负责人潘文先生、证券事务代表孔亮先生 | | | | 调研主要目的：了解公司首期股权激励计划情况、对外投资与合作情况。 | ...

编号：2015-1029 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 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 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 铭基国际投资公司——张煜 | | | 时间 | 2015 年 10 月 29 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 财务负责人潘文先生、证券事务代表孔亮先生 | | | 情况等。 | 调研主要目的：了解公司整体经营情况、战略发展计划、对外投资与合作 | | | 问题 1 ：公司基 ...

编号：2015-1030 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 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 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 华夏基金——吴昊 | | | 时间 | 2015 年 10 月 30 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 财务负责人潘文先生、证券事务代表孔亮先 ...

编号：2015-1216 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 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 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 中泰证券——陈兵 | | | 时间 | 2015 年 12 月 16 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 财务负责人潘文先生、证券事务代表孔亮先生 | | | 对外投资与合作情况等。 | 调研主要目的：了解公司整体经营情况、战略发展计划、股权激励情况、 | | | 问题 1 | ： ...

Group 1: Financial Performance - In 2014, the net profit attributable to shareholders was approximately 112 million RMB, representing a year-on-year increase of 20% [2][3] - The profit growth was primarily due to improved internal management, enhanced operational efficiency, reduced costs, and increased financial income [3] Group 2: Subsidiary Operations - Some subsidiaries continued to operate at a loss in 2014, and the company plans to strengthen management to improve their performance [3] - Zhuhai Ruiling (formerly Zhuhai Good) is focusing on expanding into downstream markets such as motorcycle, automotive parts, and home appliances [3] Group 3: Strategic Partnerships - The company is collaborating with German CLOOS to jointly design, develop, produce, and sell a new generation of welding products globally [4] - The first product developed under this partnership has been launched and is currently undergoing trial sales in overseas markets [4] - Future collaboration opportunities will be explored based on initial cooperation outcomes and market conditions, with no undisclosed significant matters reported to date [4] Group 4: Fund Management - Ruiling Haoxin Industrial Fund Management Company is focused on industrial investments with a strict selection process and longer investment cycles [4] - The fund management company is actively working on investment negotiations and fundraising, with no undisclosed significant matters reported to date [4] Group 5: Q1 2015 Performance - The company's operational situation in Q1 2015 remained stable, with no significant changes in performance [4]

证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 投资者关系活动记录表 编号：2015-0901 | --- | --- | --- | |-------------------------|------------------------------------|-------------------------------------------------------------------| | | | | | 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 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 川财证券——韩佳琪 | | | | 银河证券——贺泽安 | | | | 久富投资——陈文谦 | | | | 君盛投资——黄宇 | | | | 吉田投资——谭龙 | | | 时间 | 2015 年 9 月 1 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 财务负责人潘文先生、证券事 ...

编号：2016-0622 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 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 （请文字说明其他活动内容） | | 参与单位名称及 | 东兴证券——任天辉 | | | 人员姓名 | | | | 时间 | 2016 年 6 月 22 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 | | 财务负责人潘文先生、证券事务代表孔亮先生 | | 员姓名 | | | | 投资者关系活动 主要内容介绍 | | 调研主要目的：了解公司经营基本情况、设立美国子 ...

Group 1: Company Strategy - The long-term strategic goal is to "become an internationally leading comprehensive welding enterprise group" [2][3] - The company aims to leverage its technological, brand, channel, and talent advantages to enhance management capabilities and innovate business development models [3] - The strategy includes both organic and external growth through mergers and acquisitions, focusing on improving the welding industry chain [3][6] Group 2: International Expansion - The company has established wholly-owned subsidiaries in the United States and Germany to accelerate international development and enhance market competitiveness [4][5] - The U.S. subsidiary serves as a platform for business expansion and investment in North America, while the German subsidiary focuses on strategic investments and partnerships in Europe [4][5] - Both subsidiaries have been registered, but the process for external investments and collaborations will take time [4][5] Group 3: Sales Performance - In 2015, domestic sales accounted for approximately 64.3% of total revenue, while international sales made up about 35.6% [5] - The company has faced declining revenue due to a sluggish downstream market and intense competition in the welding industry [5][6] - Emphasis is placed on improving internal management and maintaining asset liquidity to align with overall strategic development [5] Group 4: Industry Market Situation - The welding technology sector is a core technology in equipment manufacturing, with applications across various industries including aerospace, shipbuilding, and construction [5][6] - The international welding equipment market is relatively concentrated, while the domestic market has a lower concentration with many small-scale manufacturers lacking innovation capabilities [6] - The company is positioned as a leading player in the domestic welding equipment industry, with strong market competitiveness and a keen awareness of market demand changes [6]

编号：2017-0215 证券代码：300154 证券简称：瑞凌股份 深圳市瑞凌实业股份有限公司 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 （请文字说明其他活动内容） | | | 参与单位名称及 | 东兴证券——陈皓 | | | | 人员姓名 | | | | | | | | | | 时间 | 2017 年 2 月 15 | 日 | | | 地点 | 公司会议室 | | | | 上市公司接 ...

Market Overview - The global welding equipment market is approximately ¥200 billion, while China's welding and cutting equipment industry is around ¥50 billion [3] - There are about 700 companies in the domestic welding equipment industry, with only around 20 having an annual output value exceeding ¥100 million, indicating a fragmented market with significant consolidation potential [3] Competitive Landscape - Major global manufacturers, such as Lincoln, Miller, and ESAB, dominate over 50% of the market share, particularly in high-end products like automatic welding machines and welding robots [2] - Domestic manufacturers, including RuiLing Co., have reached international technical standards, with some products capable of replacing foreign counterparts [2][3] Company Strategy and Development - RuiLing's long-term strategic goal is to become a leading international comprehensive welding enterprise, focusing on technology, management, and cultural innovation [4] - The company aims to enhance its product and service system centered on customer needs, integrating leading industry technologies and building a robust technological innovation capability [4] Product Advantages - RuiLing has a strong advantage in independent innovation, having developed the first inverter welding machine in China and maintaining a comprehensive product line [4][5] - The company emphasizes quality and cost control, resulting in high reliability and performance of its products, which are well-received in the market [5] Digital and Automation Development - RuiLing is a pioneer in digital welding technology, having established a digital welding power research center and collaborated with a national key laboratory [5][6] - The company has successfully designed and built automated welding production lines, showcasing its capabilities in intelligent manufacturing [5][6] Sales and Market Expansion - The company employs a distributor sales model for welding equipment, with nearly 400 primary distributors and over 2,000 secondary distributors domestically, and around 100 overseas [6] - RuiLing is actively adjusting its sales strategy to include online platforms and social media to enhance brand visibility and reach [6] Future Plans - RuiLing plans to construct an industrial park in Shunde, Foshan, to improve automation and production efficiency, with an estimated investment of ¥430 million [7] - The industrial park is expected to commence construction within six months and be fully operational within three years [7]