Group 1: Company Overview - The company's strategic positioning is as a "comprehensive clean energy service provider," focusing on "using less energy and using green energy" [2] - The company has nearly 30 years of experience in the energy sector, establishing itself as a practitioner of green electricity consumption [2] Group 2: Business Segments - The company develops both B-end (industrial and large commercial users) and C-end (residential and commercial) businesses [2][3] - B-end business provides clean energy equipment and comprehensive energy operation services, while C-end focuses on energy solutions for residential and commercial clients [3] Group 3: Equipment Manufacturing - The company holds top national qualifications for special equipment design and manufacturing, including A-level boiler manufacturing licenses and A2-level pressure vessel design licenses [3] - The company is actively upgrading its energy equipment manufacturing from clean energy to new energy sectors, with products like crystal furnaces and biomass boilers [3][4] Group 4: Operational Strategy - As of September 30, 2022, the company has 26 operational projects, with plans to optimize project quality through equity transfers or asset sales [5] - Future focus will be on selecting high-quality biomass and other new energy projects that align with national industrial policies to drive B-end operational growth [5] Group 5: Product Development and Market Strategy - The company integrates low-carbon concepts into the entire process of wall-hung boiler technology innovation and product development [5] - The retail market strategy emphasizes expanding the southern market while gradually covering the western regions, with retail business share increasing in the sales structure [5] Group 6: Certification and International Expansion - The company’s heat pump products have obtained ERP certification, and CE certification is progressing as planned [4] - The company is actively building an overseas sales team for heat pumps and leveraging existing resources to expand into international markets [5]

Group 1: Company Overview and Market Conditions - The company's fundamentals are very healthy, with ongoing order releases supported by favorable policies from the National Energy Administration and the Ministry of Environmental Protection [2] - The recent policy document (Guo Neng Xin Neng [2014] 520) enhances operational feasibility by establishing a provincial filing system and excluding companies lacking resource capabilities [2][3] - The international oil price has dropped by 30%, but this has minimal impact on the company's business, as the decline is attributed more to political factors than economic changes [4] Group 2: Business Segments and Opportunities - BGF primarily serves as a substitute for natural gas, with domestic natural gas prices expected to rise, creating more business opportunities for the company [5] - BMF, which is derived from agricultural waste, is positioned as a solid alternative to coal, with current BMF supply only accounting for a fraction of natural gas and coal consumption [5] Group 3: Future Plans and Strategic Initiatives - The company plans to establish a partner and business partner system, similar to successful companies like Vanke and BAT, focusing on capital and professional output [6][7] - The company aims to build external service platforms, including technology, engineering, operations, and procurement centers, to standardize processes and enhance service delivery [7] Group 4: Investor Q&A Highlights - The Zhaoqing Industrial Park project has completed construction and is undergoing departmental acceptance, with production expected to commence soon [8] - The supply of BMF fuel is currently sufficient, with around 500 factories in Guangdong producing BMF, and the company is establishing a nationwide procurement platform [9] - Project construction typically takes about eight months, but government approval timelines can vary significantly [10]

Group 1: Company Overview - Securities Code: 300335, Securities Abbreviation: Disen Co., Ltd. [1] Group 2: Investor Relations Activity - Date of Activity: October 13, 2015 [3] - Type of Activity: Roadshow [2] - Participants: Clients of China Merchants Securities [2] Group 3: Company Representatives - Company Representatives Present: Huang Bo, Zhao Chaolan, Yu Jianmin [2]

Project Updates - The company signed a framework agreement for the biomass energy centralized heating station project in Guangdong Meizhou High-tech Industrial Park, with a detailed investment agreement signed on June 18, 2014. The project is currently in the design phase and is expected to be completed within 12 months after construction begins [2][3] - The Zhaoqing Industrial Park project is nearing completion, with construction and main equipment installation finished, and gas pipeline laying in the final stages, expected to start trial operation in Q3 2014 [7] - The Xujiji Food project has completed construction and equipment installation, and began operation in Q2 2014 [7] Fuel Supply and Pricing - The main fuel for the company's heating services is biomass molded fuel (BMF), primarily sourced from forestry by-products. The market supply of BMF has been stable, ensuring sufficient fuel for the company's projects [3] - The company is enhancing its fuel supply security by optimizing fuel structure, broadening procurement channels, and strengthening safety reserves [3] Financial Performance - The company's gross margin is affected by several factors, including a decline in customer operating rates due to a sluggish macroeconomic environment, leading to increased energy consumption and reduced gross margin [4] - In the first half of 2014, the company's operating income was negatively impacted by a decrease in gas consumption from small and medium-sized projects, although new heating service projects contributed positively to revenue [5][6] Strategic Opportunities - The company plans to leverage recent government policies promoting biomass fuel boiler heating projects to enhance its core competitiveness and expand its market presence, particularly outside the Pearl River Delta and Yangtze River Delta regions [6] Major Orders and Projects - The company is in the approval stage for a biomass power generation project in Nepal, with careful decision-making to protect shareholder interests [8] - The ecological oil industrial demonstration project has completed phase adjustments, with ongoing efforts to optimize and standardize operations for future profitability [8]

Group 1: Company Overview - Securities Code: 300335, Securities Abbreviation: Disen Co., Ltd. [1] - Date of Investor Relations Activity: July 17, 2014 [3] Group 2: Investor Relations Activity - Type of Activity: Specific Object Research [2] - Participants: Representatives from Harvest Fund and China Merchants Shekou [2] - Location: Company first-floor conference room [2] Group 3: Reception and Presentation - Company Representatives: Chen Yanfang, Huang Bo [2] - Main Content of Investor Relations Activity: Company business and daily situation [2]

广州迪森热能技术股份有限公司 机构调研纪要 | --- | --- | |--------------------|---------------------------------------------| | 交流时间 | 2015 年 11 月 11 日 | | 公司参会人员 | 黄博、赵超兰、余健敏、钟波、邓晓文、陈 亮广 | | 会议主题 | 公司业务和日常经营 | | 机构投资者参会情况 | 长城证券及其客户群 | 一、 董秘黄博先生介绍公司近期经营情况： 1、公司基本情况介绍 自 2008 年进入生物质能源领域后，公司一直专注于利用生物质能等清洁能 源为客户提供综合能源服务。采用 BOT 或 BOO 等合作模式，为广大工业用户 提供全面能源解决方案。经过近 20 年的创新发展，公司已成长为国家创新型 企业、高新技术企业、广东省资源综合利用龙头企业。公司于 2012 年 7 月在深 圳证券交易所创业板挂牌上市。 2、能源结构变化背景下，公司业务战略性调整启动 随着经济下行压力不断加大，大气治理继续深化，传统能源价格低位运行， 以及国内非居民用天然气价格改革步伐加快，公司从行业发展现状及自身业务 特 ...

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