证券代码：300320 证券简称：海达股份 编号：2015-006 江阴海达橡塑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 | 吴清宇 --- | 中国人保资产管理股份有限公司 | | 人员姓名 | 卓 冰 --- | 中国人保资产管理股份有限公司 | | 时间 | 2015 年 11 月 20 日 | | | 地点 | 江苏省江阴市周庄镇云顾路 | 585 号 | | 上市公司接待人 | 胡蕴新 --- | 副总经理、董事会秘书 | | 员姓名 | | | | 投资者关系活动 | 1 、请问 ...

Group 1: Company Strategy and Market Focus - Haida Co. focuses on the development, production, and sales of high-end rubber and plastic components, primarily for rail transportation, construction, automotive, and shipping sectors [2][3] - The rail transportation sector has become the company's largest product area, with significant emphasis on high-end equipment [3] Group 2: Impact of Raw Material Prices - The company uses a small proportion of natural rubber, which has limited impact on its overall pricing strategy; synthetic rubber prices are more influenced by crude oil prices and market supply-demand dynamics [3] Group 3: Sales Performance and Growth Drivers - The sales of automotive sealing strips have significantly increased due to the production of complete vehicle sealing strips for models like the BAIC C30D, which began mass production last year [3][4] - The company anticipates continued growth in this segment due to the increasing demand for panoramic sunroof sealing strips [4] Group 4: Financial Considerations - The depreciation of fixed assets from fundraising projects is expected to increase, impacting operating performance; however, the management aims to promote these products to enhance profitability [4] - The increase in salary costs is attributed to hiring new graduates and industry professionals, as well as preparing for the upcoming capacity release from fundraising projects [4][5] Group 5: Product Development and Market Trends - The company has made breakthroughs in tunnel waterproofing and vibration reduction products, with applications in significant projects like the Northeast Thermal Power Center [4][5] - In the construction sector, the company’s EPDM rubber sealing strips are gaining market acceptance as they replace PVC strips, despite a downturn in the real estate market [5] Group 6: Mergers and Acquisitions - The company is actively seeking growth opportunities through potential mergers and acquisitions, although it currently has no specific plans or targets [5]

证券代码：300320 证券简称：海达股份 编号：2014-008 江阴海达橡塑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 | 郝 亮 --- 华融证券股份有限公司 | | | 人员姓名 | 曾正香 ---SMC 中国基金 | | | | 黄景文 --- | 中国民族证券有限责任公司 | | 时间 | 2014 年 10 月 30 日 | | | 地点 | 江苏省江阴市周庄镇云顾路 | 585 号 | | 上市公司接待人 | 胡蕴新 --- | 副总经理、董事会秘书 | | 员姓名 | ...

证券代码：300320 证券简称：海达股份 编号：2014-010 江阴海达橡塑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 | 吴建江 --- | 华泰柏瑞基金管理有限公司 | | 人员姓名 | 刘 博 --- | 东方证券资产资产管理有限公司 | | | 张金贵 --- | 博时基金管理有限公司 | | | 杜 轩 --- | 广发证券资产管理有限公司 | | | 饶小飞 --- | 广发证券资产管理有限公司 | | 时间 | 2014 年 11 月 5 日 | | | 地点 | 江苏省江阴市 ...