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].

镇江东方电热科技股份有限公司 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 | 财富证券 王群 | | | 人员姓名 | | | | 时间 | 2014 年 10 月 27 | 日下午 2： 00 | | 地点 | 公司三楼会议室 | | | 上市公司接待人 | | 副总、董秘：孙汉武；证代：吕树栋 | | 员姓名 | | | 编号：2014-09 证 镇江东方电热科技股份有限公司 | --- | --- | |----------------|-------------------------- ...

镇江东方电热科技股份有限公司 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 | | 浙商证券 刘迟到；华安基金 王斌；申万菱信基金 季新星； | | 人员姓名 | 丽军 | 信达澳银基金 张培培；浦银安盛基金 华冉晨；上投摩根 王 | | 时间 | 2015 年 3 月 6 | 日上午 10：00 | | 地点 | 公司三楼小会议室 | | | 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 ...

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 | 国联证券 徐小敏 曹亮 | | | 人员姓名 | | | | 时间 | 2015 年 3 月 6 日下午 | 2：00 | | 地点 | 公司三楼小会议室 | | | 上市公司接待人 | | 副董事长：谭克 总经理：谭伟 副总、董秘：孙汉武 | | 员姓名 | 证代：吕树栋 证券事务助理：潘丹 | | | 投资者关系活动 ...

Group 1: Current Status and Future Directions of Electric Heaters - The company's main product in civilian electric heaters is air conditioning electric heaters, which have a high market share. However, growth has encountered bottlenecks due to the overall poor development of the air conditioning industry, necessitating new products and technologies to improve market share or reduce costs [3] - The company has developed electric heaters for small household appliances and electric heaters for new energy vehicles, achieving good results with a clear development plan [3] - The company is currently developing quartz glass tube internal spray electric heaters, which are about to be finalized in Qinyuan and have attracted significant attention from Midea [3] Group 2: Small Household Appliance Electric Heaters - The main types of small household appliance electric heaters include those for coffee machines, washing machines, electric ovens, steam irons, dishwashers, and water heaters, all of which are supplied to well-known brands [4] - In 2015, the company achieved bulk supply to clients such as Midea and Haier, with small batch supply to Supor and sample testing with Green Mountain in the US this year [4] - The production situation for small household appliance electric heaters is currently good, with a target of 40,000 units per day for electric oven heating tubes, although the current output is only 15,000 units per day due to staffing issues [4] Group 3: New Energy Vehicle Electric Heaters - The company is one of the earliest developers and manufacturers of electric heaters for new energy vehicles, establishing business relationships with major automotive manufacturers [5] - Sales of new energy vehicle electric heaters began to ramp up in September 2014, with significant growth expected this year due to supportive national policies [5] - The price of new energy vehicle electric heaters ranges from hundreds to thousands of yuan, with integrated control electric heating systems priced over ten thousand yuan, giving the company a competitive edge [6] Group 4: Rail Transit Electric Heaters - The company has rapidly expanded its rail transit electric heater business due to the growth of subways and high-speed rail, entering major projects last year [6] - The company is also expanding into the central air conditioning electric heater market, which has a high demand [6] Group 5: Industrial Electric Heaters and Marine Oil & Gas Equipment - The industrial electric heater business is performing well, while the marine oil and gas equipment sector is growing slowly due to low oil prices [7] - The company is expanding into chemical and environmental equipment, with a strong order backlog and ongoing negotiations for new projects [7] Group 6: Collaboration and M&A Strategy - The collaboration with Silicon Valley Paradise is progressing well, focusing on identifying suitable M&A targets and providing support for policy compliance and documentation [7] - The company prioritizes M&A in upstream and downstream industries that complement its product structure and market channels, with a focus on electric heating [8] - Future M&A targets will include industries encouraged by national policies, such as new energy vehicles, environmental protection, and health industries [8]

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：2017-002 | --- | --- | --- | |------------|------------------------------|------------------------------------------------------| | | | | | 投资者关系 | √ 特定对象调研 | □ 分析师会议 | | 活动类别 | □ 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 | 西南证券 李志虹 | | | 称及人员姓 | | | | 名 | | | | 时间 | 2017 年 2 月 14 | 日下午 1：00 | | 地点 | 公司三楼会议室 | | | 上市公司接 | 董秘：孙汉武；证代：吕树栋； | | | 待人员姓名 | | | | 投资者关系 | | 接待过程中，公司严格执行《信息披露管理制度》等相关制 | 镇 ...

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：2019-002 | --- | --- | --- | |------------|------------------------|------------------------------------------------------| | | | | | 投资者关系 | √ 特定对象调研 | □ 分析师会议 | | 活动类别 | □ 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 | | 华泰证券 王涛；深圳国诚设资 蔡正、余小林 | | 称及人员姓 | | | | 名 | | | | 时间 | 2019 年 6 月 6 | 日 下午 1：30-4:00 | | 地点 | 公司三楼会议室 | | | 上市公司接 | | 副总经理兼董秘：孙汉武；证代：吕树栋； | | 待人员姓名 | | | | 投资者关系 | | 接待过程中，公司严格执行《 ...

Group 1: Business Segments Overview - The company operates in three main business segments: residential electric heaters, industrial electric heaters, and optical communication materials and lithium battery shell materials [3][4]. - Residential electric heaters account for 60% to 70% of sales in this segment, with strong growth observed in air conditioning electric heaters [3][4]. - Sales of electric heaters for new energy vehicles are rapidly increasing, primarily used in air conditioning and heating systems [4][5]. Group 2: Sales Performance and Projections - The company has established a strategic partnership with major clients like Gree, Midea, and Haier, leading to a solid foundation for achieving annual sales targets [3][4]. - The subsidiary in Shaoxing has reached a monthly sales volume of 7 million CNY, with expectations to grow to 10 million CNY by year-end [4]. - The industrial electric heater segment has seen a significant increase in orders, particularly in the oil and gas sector due to rising oil prices [5][6]. Group 3: Technological Advancements and Market Position - The company has made breakthroughs in electric heater technology for engine testing, aiming to expand its market presence in this area [5][6]. - Jiangsu Jiutian aims to diversify its product structure and enhance its production capabilities to avoid market risks [6][7]. - The company is focusing on improving production processes and reducing costs to enhance competitiveness in the lithium battery shell materials market [9][10]. Group 4: Financial Performance and Challenges - The inventory turnover rate has been increasing due to strategic factory placements near major clients and improved internal management [9][10]. - The decline in gross profit margin last year was attributed to rising raw material prices and customer demands for lower procurement prices [10][11]. - The company anticipates improvements in gross profit margins this year following price adjustments with major clients [10][11].