镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东方电热 镇江东方电热科技股份有限公司投资者关系活动记录表 编号：2014-07 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------------| | | | | | 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 | | 申银万国 赵隆隆 蔡雯娟；融通基金 胡东健 | | 人员姓名 | | | | 时间 | 2014 年 6 月 27 | 日上午 10：00 | | 地点 | 公司三楼会议室 | | | 上市公司接待人 | | 董事长：谭荣生；总经理：谭伟；副董事长：谭克；副总、董 | | 员姓名 | 秘：孙汉武；证代：吕树栋 | | | 投资者关系活动 ...

Group 1: Company Overview - The company is engaged in the production of electric heating products, including air conditioning electric heaters, small household electric heaters, rail transit electric heaters, and electric heaters for new energy vehicles [3][4]. Group 2: Market Performance - The air conditioning electric heater segment has been stable, with a slight market demand slowdown in August and September, but an expected significant increase in demand from October onwards due to promotional activities by major manufacturers [3][4]. - The small household electric heater segment has shown significant sales growth, with some products experiencing a doubling in sales [4][5]. Group 3: Revenue Challenges - The overall revenue from electric heating products decreased in the first half of the year due to weak market demand, high inventory, and price reductions from major clients [6]. - Sales to major clients like Haier and Midea declined, with only Gree showing a slight growth of around 5% [6]. Group 4: Future Strategies - The company plans to expand its market applications beyond air conditioning electric heaters by enhancing R&D and increasing market share in small household appliances, water heaters, rail transit, and new energy vehicle electric heaters [6]. - The company aims to achieve dual market development in both domestic and international markets, with a focus on high-end appliances [5]. Group 5: Industrial Electric Heaters - The industrial electric heater segment has seen significant growth, supported by resource integration with Ruijigatai, which has improved technology and reduced production costs [8]. - The establishment of a subsidiary in Singapore has facilitated entry into high-end customer supply chains, positively impacting annual performance [8]. Group 6: Acquisition Plans - The company is considering acquisitions that align with its core business in electric heating products and marine equipment, focusing on growth-oriented enterprises with complementary technologies [9].

Group 1: Financial Performance - The company's net profit decreased in the first half of the year primarily due to a decline in sales prices of air conditioning electric heaters, resulting from intensified competition and price wars [3] - Despite efforts to compensate for price drops through increased sales volume, net profit still declined [3] Group 2: Market Competition - Major domestic air conditioning manufacturers are the company's clients, with competitors like Guangdong Hengmei, which primarily serve single-region manufacturers, leaving a significant gap compared to the company [3] - The technical barriers for air conditioning electric heaters are relatively low, but the company maintains competitive advantages in product quality, variety, production bases, and customer service [3][4] Group 3: Small Household Appliances - Sales of electric heaters for small household appliances have seen rapid growth, with products like self-cleaning electric ovens and electric coffee makers entering mass production [4] - The company plans to focus on expanding its overseas market for small household appliances, recognizing significant growth potential [4] Group 4: New Energy Vehicles - The new energy vehicle sector is experiencing explosive growth, driven by supportive national and local policies, leading to increased demand for electric heaters [5] - The company is one of the earliest in China to engage in the R&D and production of electric heaters for new energy vehicles, establishing partnerships with major automotive manufacturers [5] Group 5: Acquisition and Business Development - The acquisition of Ruijigatai has strengthened management and resource optimization, leading to increased sales revenue from 20 million to over 70 million in recent years [6] - The company plans to enhance its overseas market presence, particularly in Europe and the Middle East, while also developing non-oil and gas markets [6] Group 6: Future Development Outlook - The company aims to develop small household appliances, new energy vehicles, and rail transportation electric heaters, with expectations for significant growth in these areas [8][9] - The company anticipates stable growth in its air conditioning electric heater business, with a natural growth phase expected in the air conditioning industry [9] - The marine equipment sector is projected to benefit from rising oil prices, leading to increased investments in oil and gas exploration [9] Group 7: Strategic Partnerships - Silicon Valley Paradise serves as the company's strategic consulting and merger integration advisor, assisting in overall strategic planning and industry acquisitions [10] - The company has received an intention letter from Silicon Valley Paradise to participate in its upcoming private placement [10]

Group 1: Business Overview - The company focuses on three main areas for residential electric heaters: air conditioning electric heaters, water heaters, and electric heaters for small appliances [2] - The company is actively expanding its electric heater applications in small appliances, water heaters, and rail transit, including electric heaters for new energy vehicles [3] - The market demand for electric heaters in rail transit has significantly increased, especially for high-speed trains, with expectations for further growth due to national infrastructure investments [3] Group 2: Product Development and Market Potential - The company has begun mass production of water heater products and is exploring the market potential for electric heaters in coffee machines, with expected sales growth in 2015 [3] - The company has established business relationships with over 50 new energy vehicle manufacturers, anticipating a substantial increase in order volume this year [3] - New product development includes a glass-coated water heater that has shown promising results in customer trials, with plans for mass production [3] Group 3: Industrial Electric Heaters and International Market - The domestic market for industrial electric heaters is improving, driven by the recovery of the photovoltaic and polysilicon industries, with a significant increase in new orders [4] - The company is expanding its international market presence through partnerships and its Singapore subsidiary, with expectations for substantial sales growth [4] - The acquisition of Regigat has resolved previous design and technical bottlenecks, enhancing the company's international competitiveness [4] Group 4: Future Plans and Strategic Goals - The company aims to double its sales revenue from residential products within 3-5 years, focusing on enhancing product quality and core competitiveness [3] - Plans for mergers and acquisitions are in place to strengthen the company's market position and improve product structure [5] - The company is committed to increasing its market share in the marine oil service sector, targeting international markets as a primary focus [5]

证券代码：300217 证券简称：东方电热 镇江东方电热科技股份有限公司投资者关系活动记录表 编号：2015-007 | --- | --- | --- | |----------------|---------------------------------------|----------------------------------------------------| | | | | | 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 | 淼； | 方正证券：吴东炬；申万宏源：何俊锋；鹏华基金：陈璇 | | 人员姓名 | 民生加银基金：柳世庆 | | | 时间 | 2015 年 5 月 27 日下午 | 2：30 | | 地点 | 公司三楼会议室 | | | 上市公司接待人 | 副董事长：谭克 ；副总、董秘：孙汉武； | | | 员姓名 | 证代：吕树栋 ； 证券事务助理：潘丹 | | | -- ...

镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东方电热 镇江东方电热科技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 | | 申万宏源 刘迟到；东方证券 张曼 李威 徐卫； | | 人员姓名 | | 长江证券 邬博华；泰信基金 吴秉韬；广发基金 吴超； 信达澳银基金 曾国富 张培培；天弘基金 张慧 | | 时间 | 2015 年 5 月 15 | 日上午 9：00 ...

镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东方电热 镇江东方电热科技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 | | 安信证券 孙珊；上海沣杨资管 周修启； 上海凯石益正资管 陈晨；华宸未来基金 张静； | | 人员姓名 | | 南京鼎汉投资 张帆；国金证券 沈伟杰；禾其投资 王祥麒 | | 时间 | 2015 年 5 月 20 | 日下午 2：30 | | 地点 | 公司三楼会议室 | | | 上市公司接待人 | | 董事长： ...

镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东方电热 镇江东方电热科技股份有限公司投资者关系活动记录表 编号：2015-006 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------| | | | | | 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 | | 长江证券 徐春 管泉森；银华基金 王丽敏 | | 人员姓名 | | | | 时间 | 2015 年 5 月 21 | 日下午 2：00 | | 地点 | 公司三楼会议室 | | | 上市公司接待人 | | 总经理：谭伟 ；副总、董秘：孙汉武； | | 员姓名 | 证券事务助理：潘丹 | | | 投资者关系活动 | | 接待过程中，公司严格执行 ...

Group 1: Company Overview and Market Position - Zhenjiang Dongfang Electric Heating Technology Co., Ltd. is actively involved in the production of electric heating elements for small household appliances and water heating systems, with a production peak of 1.2 million units per month for electric oven heating tubes [3][4]. - The company has successfully secured bids from major clients such as Gree, Midea, and Haier, which positively impacts its market expansion in domestic electric heating appliances [3][4]. - The overseas market is identified as a key growth area, with significant demand for smart home appliances in Europe, exemplified by a single Italian company's annual sales reaching $600 million [4]. Group 2: New Energy Vehicle Heating Systems - The sales of electric heating elements for new energy vehicles are expected to see substantial growth due to a low revenue base from the previous year [5][6]. - The primary applications of these heating systems include cabin heating, defrosting, and battery heating, with a notable increase in demand for cabin heating products [5][6]. - The company has established partnerships with over 60 major automotive manufacturers, enhancing its market presence and customer loyalty [6]. Group 3: Sales Performance and Market Trends - The sales of civil electric heating elements have remained stable, with a slight decline in sales to Midea and Haier, while sales to Gree have remained consistent [6][7]. - The company anticipates significant revenue growth in rail transit electric heating systems due to increased national investment in railway construction [7][8]. - The overall performance of the company is expected to meet initial targets, driven by the explosive growth in new energy vehicle demand [7][8]. Group 4: Strategic Partnerships and Future Directions - The collaboration with Silicon Valley Paradise is progressing well, focusing on identifying suitable acquisition targets to enhance the company's growth [10]. - Future acquisitions will prioritize upstream and downstream industries related to electric heating, aiming to expand into smart home appliance platforms and enhance market penetration in Europe and the U.S. [10]. - The company plans to transition towards a more integrated production model, emphasizing automation and smart manufacturing to improve efficiency and product quality [9][10].