证券代码：300320 证券简称：海达股份 编号：2014-013 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 | 李 佳 --- 华创证券有限责任公司 | | | 人员姓名 | 邓 蠡 --- | 上投摩根基金管理有限公司 | | 时间 | 2014 年 11 月 28 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 、 请介 ...

证券代码：300320 证券简称：海达股份 编号：2014-009 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 | 吴江涛 --- | 东北证券股份有限公司 | | 人员姓名 | 林德涵 --- | 上海混沌道然资产管理有限公司 | | 时间 | 2014 年 10 月 31 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 、 | 请介 ...

Group 1: Company Overview and Strategy - The company focuses on the research, production, and sales of high-end rubber and plastic components, primarily for rail transportation, construction, automotive, and shipping sectors [2][3] - The vision is to become a leader in the R&D and manufacturing of key rubber and plastic components, emphasizing sustainable development and strong profitability [3] Group 2: Product Sales and Market Performance - The automotive sealing strip business includes sunroof sealing strips and complete vehicle sealing strips, with significant growth observed in the latter, particularly for models like the BAIC C30D [3][4] - The company expects continued growth in the automotive sealing strip sector in the coming year [3] Group 3: Raw Material Impact and Pricing Strategy - The company uses a small proportion of natural rubber, which has limited impact on pricing compared to synthetic rubber, whose prices are influenced by crude oil prices and market supply-demand [4] - Pricing strategies are adjusted based on raw material price fluctuations, with fixed-price contracts for certain projects [4] Group 4: Investment Projects and Production Capacity - The company has invested in a new production line for a 25,000-ton mixing rubber project, improving production efficiency and meeting downstream demand [4] - The profitability of products from investment projects is expected to be high, contributing to revenue and profit growth over the next 2-3 years [4] Group 5: New Product Development - New products in rail transportation include waterproof silicone seals for tunnel construction and flexible materials for tram projects [5] - The company is expanding its product range to include fire-resistant, soundproof, and energy-saving materials for rail vehicles [5] Group 6: Building Sector Sales - The company’s building sector products, particularly EPDM rubber sealing strips, are gaining market acceptance as they replace PVC strips, despite a downturn in the real estate market [5] - The company has become a qualified supplier for some international window system companies, indicating growth potential in the building sector [5] Group 7: Future Plans - Currently, there are no plans for mergers, acquisitions, or stock incentive programs, but the company will disclose any future plans promptly [5]

Group 1: Company Overview - Jiangyin Haida Rubber & Plastic Co., Ltd. primarily engages in the R&D, production, and sales of key rubber and plastic components, serving industries such as rail transit, automotive, construction, and shipping [2][3]. - The company has experienced rapid revenue growth in the rail transit, automotive, and construction sectors, while maintaining stable development in the shipping business [2]. Group 2: Financial Performance - The fourth quarter of 2014 did not see a decline in performance; it showed growth compared to Q3 and the same period last year [3]. - The decrease in growth rate is attributed to a higher profit share in Q4 of the previous year, leading to a more uniform profit distribution across the four quarters of the current year [3]. - The company anticipates stable growth in performance, supported by declining raw material prices and the gradual production ramp-up of investment projects [3]. Group 3: Market Segments - The rail transit sector is a key focus for the company, with significant opportunities arising from the rapid development of urban rail transit and high-speed rail in China [4][6]. - Products for rail transit, including rubber seals and vibration-damping components, have become the company's largest product category, with increasing production and sales revenue [4][6]. - The automotive sealing strip business is also growing rapidly, driven by the mass production of multiple models developed in sync with major manufacturers [5][6]. Group 4: Construction Sector - The company's construction sealing products are primarily used in doors and windows, with a shift from PVC strips to ethylene propylene diene monomer (EPDM) rubber strips expected due to better weather resistance [5][6]. - Despite a decline in the real estate market in 2014, the construction sector has still achieved stable growth [5]. Group 5: Competitive Landscape - The company holds a high market share in certain segments but believes there is still significant growth potential, as it currently lags behind global leaders in the rubber and plastic industry [6]. - The company aims to expand its market presence in rail transit and automotive sectors, where the total market for vibration-damping components is much larger than that for sealing components [6].

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