编号：2021-001 证券代码：300185 证券简称：通裕重工 通裕重工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 新闻发布会 现场参观、座谈交流 其他 | 分析师会议 业绩说明会 路演活动 （请文字说明其他活动内容） | | 参与单位名称 及人员姓名 | 摩根士丹利亚洲有限公司 | 副总 ...

通裕重工股份有限公司投资者关系活动记录表 编号：2021-003 | --- | --- | |--------------------|----------------------------| | | | | 特定对象调研 | 分析师会议 | | 媒体采访 | 业绩说明会 | | 新闻发布会 | 路演活动 | | 现场参观、座谈交流 | | | 其他 | （请文字说明其他活动内容） | 投资者关系活 动类别 上海申银万国证券研究所、摩根士丹利亚洲、川财证券、太平洋证券的代表 参与单位名称 证券代码：300185 证券简称：通裕重工 及人员姓名 | --- | --- | |-----------------------|---------------------------------------------------------------------------------------------------------------------------------| | | 共计 7 人 | | 时间 | 2021 年 8 月 16 日下午 15:30-16:30 | | 地点 | 通裕重工会议 ...

证券代码：300185 证券简称：通裕重工 通裕重工股份有限公司投资者关系活动记录表 编号：2021-006 | --- | --- | --- | |-------------------------|--------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300185 证券简称：通裕重工 通裕重工股份有限公司投资者关系活动记录表 编号：2021-017 | --- | --- | --- | |-------------------------|-------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | 特定对象调研 | 分析师会议 | | | 媒体采访 | 业绩说明会 | | 投资者关系活 | 新闻发布会 | 路演活动 | | 动类别 | 现场参观、座谈交流 | | | | 其他 电话会议交流 | | | 参与单位名称 及人员姓名 | 电话会议：中信证券的参会代表共 | 7 人。 | | 时间 | 2021 年 12 月 29 日 | | | 地点 ...

证券代码：300185 证券简称：通裕重工 通裕重工股份有限公司投资者关系活动记录表 编号：2021-005 | --- | --- | --- | |---------------------------|-------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 动类别 | 特定对象调研 媒体采访 新闻发布会 现场参观、座谈交流 其他 ...

证券代码：300185 证券简称：通裕重工 通裕重工股份有限公司投资者关系活动记录表 编号：2021-011 | --- | --- | |---------------------------|------------------------------------------------------------------------------------------------------------------| | | | | | 分析师会议 | | | 业绩说明会 | | 投资者关系活 | 路演活动 | | 动类别 | | | 参与单位名称 及人员姓名 | 1 人 华夏基金的参会代表共 5 人 莫尼塔咨询的参会代表共 1 人 现场调研，招商证券、德邦证券代表共 2 人 | | 时间 | 月 26 日 | | 地点 | | | 上市公司接待 人员姓名 | 副总经理张文一先生，副总经理、董事会秘书黄一桓先生 证券部经理、证券事务代表李振先生 | | | 、公司风电业务的产品结构如何？主要风电客户有哪些？未来有何布 | | | 公司回复：公司是国内少数几家拥有大型综合性研发制造平台的企业之 | | 投 ...

编号：2021-013 证券代码：300185 证券简称：通裕重工 通裕重工股份有限公司投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | 分析师会议 \n 业绩说明会 \n 路演活动 \n现场参观、座谈交流 \n电话会议交流 | | 参与单位名称 及人员姓名 | 电话会议；国投瑞银、中银国际的参会代表共 4 人。 | | 时间 | | | 地点 | 通裕重工会议室（电话会议） | | 上市公司接待 | 副总经理、董事会秘书黄一桓先生 | | 人员姓 ...

Group 1: Wind Power Main Shaft Production - The production capacity of wind power main shafts has been increasing annually due to the rapid development of the wind power industry and optimization of manufacturing processes [2] - In 2020, the production of wind power main shafts exceeded 15,000 units, but in 2021, production decreased due to a decline in demand from downstream wind turbine manufacturers [2][3] - The company has established a customer base that includes major international and domestic wind turbine manufacturers such as GE, Vestas, and Shanghai Electric [2] Group 2: Casting Production and Market Trends - The company began mass production of wind power castings in 2017, achieving nearly 10,000 tons in 2020, with a significant portion dedicated to wind power products [3] - In 2021, casting production decreased due to subsidy reductions and rising raw material prices, indicating a need for continuous improvement in technology and production processes [3] - The company is currently producing cast main shafts for some clients, but their proportion in overall production remains small [3] Group 3: Forging Capacity Expansion Plans - Forging products are crucial for the company, with plans to enhance production efficiency and reduce costs through a convertible bond issuance for a new energy-saving project [3] - The project aims to upgrade the manufacturing process from free forging to die forging, which will significantly improve material utilization rates from 50%-70% to higher levels [3] - The expected construction period for this project is 2 years, after which existing forging machines can be utilized for other products, enhancing overall capacity [3] Group 4: Profit Margin and Market Challenges - The gross margin for wind power main shafts has remained stable, but there has been a decline in orders and margins in 2021 due to various market pressures [4] - Factors such as the decline in demand from the "rush installation" trend and rising raw material costs have negatively impacted production costs and profitability [4] - The company is actively implementing measures to improve product quality and reduce costs to enhance market competitiveness [4] Group 5: Offshore Wind Power Market Preparation - The company's revenue from offshore wind power products is currently limited, but there is significant potential for growth as the market matures [4] - The company has initiated a project to enhance production capabilities for large offshore wind components, addressing transportation challenges and reducing costs [4] - Future revenue from offshore wind power products is expected to increase significantly as the market develops [4]

Group 1: Wind Power Main Shaft Production - The production capacity of wind power main shafts has been increasing annually, with a production volume exceeding 150,000 tons in 2020 [1] - The company prioritizes the production of wind power main shafts, which has led to a decrease in production capacity for other forged products due to high demand [1] - Major clients for the wind power main shafts include GE (USA), Vestas (Denmark), and several domestic manufacturers [1] Group 2: Market Competition and Trends - The production of wind power main shafts is primarily concentrated in China, with major competitors being Tongyu Heavy Industry and Jinlei Co., Ltd. [2] - The market competition for wind power main shafts is expected to remain stable due to high entry barriers for suppliers [2] - The company plans to enhance its production efficiency and reduce costs through technological upgrades and process improvements [2] Group 3: Production Capacity Expansion Plans - The company aims to improve production efficiency and reduce costs by implementing a project to upgrade forging technology, which is expected to take two years [2] - The project will involve the construction of a new workshop and the installation of large-scale forging equipment [2] - This upgrade is anticipated to increase the overall production capacity for forged products [2] Group 4: Profit Margin and Sales Trends - The gross profit margin for wind power main shafts has remained stable, but there has been a decline in orders and profit margins in 2021 due to various market pressures [3] - The company has experienced increased production costs due to rising raw material prices, impacting profit margins [3] - The gross profit margin for exported and domestically sold wind power main shafts is similar, primarily influenced by the megawatt rating of the shafts [3] Group 5: Future Development Plans - The company is focusing on expanding its product offerings in clean energy sectors, including hydropower and solar energy [3] - Plans are in place to enhance the production capacity for offshore wind power components, which are expected to see increased demand [4] - The company has initiated a project to improve the production capabilities for large offshore wind power components, addressing transportation challenges and reducing costs [4]

证券代码：300185 证券简称：通裕重工 通裕重工股份有限公司投资者关系活动记录表 编号：2021-014 | --- | --- | --- | |---------------------------|-----------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | 特定对象调研 | 分析师会议 | | | 媒体采访 | 业绩说明会 | | 投资者关系活 | 新闻发布会 | 路演活动 | | 动类别 | 现场参观、座谈交流 | | | | 其他 电话会议交流 | | | 参与单位名称 及人员姓名 | 会代表共 7 人。 | ...