Group 1: Company Overview and Market Position - The company has obtained supply qualifications from North Vehicle, with expectations to supply in bulk next year [2] - The company estimates its market share in urban rail vehicle connectors to be around 32%-35% [3] - The company’s products have the longest fault-free operation time in the industry, highlighting its reliability in the subway market [2] Group 2: Product and Sales Insights - The sales revenue from the EMU (Electric Multiple Unit) segment is significant, with CRH2 being the main contributor [1] - The company’s connectors for 350 km and 250 km trains are identical, thus there is no differentiation in market share [2] - The maintenance period for EMU connectors is 18 months for minor repairs and 5 years for major repairs, with replacements typically sourced from original manufacturers [2] Group 3: Competitive Landscape - Major competitors for EMU connectors include Amphenol for South Vehicle and HARTING for North Vehicle [2] - In the new energy vehicle sector, the main competitors are AVIC Optoelectronics and Amphenol [3] Group 4: Strategic Developments - The acquisition of Beijing Bode is expected to enhance customer relationship maintenance and market channel synergy [2] - The company has received a Level 3 military confidentiality qualification, allowing for small batch supply, with potential for large-scale supply after further certifications [3] Group 5: Future Outlook - The company anticipates stable growth rates in the passenger car and locomotive connector segments for the upcoming year [3] - The company is actively expanding its presence in the telecommunications connector market through investments and partnerships [3]

浙江永贵电器股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |------------------------|------------------------------------------|--------------------|-------| | | | | | | | √ 特定对象调研 □分析师会议 □媒体采访 □业 | | | | 投资者关系活动类别 | 绩说明会 □新闻发布会 □路演活动 | | | | | □ 现场参观 □其他 | （请说明活动内容） | | | | | | | | | 华泰证券股份有限公司 胡浩峰 | | | | | 中银基金 曹 娜 | | | | 参与单位名称及人员姓名 | 上投摩根基金管理有限公司 邓 鑫 | | | | | 华夏基金管理有限公司 周克平 | | | | | 银河基金 李 欣 | | | | | 农银汇理基金管理有限公司 赵 诣 | | | | 时间 | 2015年1 月14日 | | | | 地点 | 公司一楼会议室 | | | | 公司接待人员姓名 | 罗阳明 卢素珍 贾飞龙 许小静 | | | | -- ...

Group 1: Company Overview - The company is involved in various sectors including new energy, rail transportation, military, oil explosion-proof, and communications [3][4]. - The company aims to enhance production capacity through various measures [4]. Group 2: Market Demand and Product Delivery - Current market demand for new energy products is high, with supply unable to meet demand [4]. - Most new energy product orders are delivered in a bundled manner [4]. Group 3: Clientele and Pricing - Major clients include Chery, BYD, New Ocean, Wanxiang Electric Vehicle, Yutong Bus, and others, achieving full coverage of domestic manufacturers [4]. - The price of connectors for new energy vehicles varies from several thousand to over ten thousand, depending on the model [4]. Group 4: Sales Performance and Profit Margins - Sales performance for military products last year was approximately 3-4 million, while communications products were lower [5]. - Profit margins for different communication connector products vary, with gross margins around 15%-20% [5]. Group 5: Future Strategies - The company plans to continue acquisitions to expand into new fields and markets [6]. - To address industry competition, the company will increase investment in production equipment and technology integration [6].

浙江永贵电器股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |-----------------------------|----------------------------------------------------------------------------------------------------------------------------------|-----------------------|-------|------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

附件三： | --- | --- | --- | --- | |------------------------|------------------|-------------------------------------------------------------------------------------------|-------| | | | | | | | | √特定对象调研 □分析师会议 □媒体采访 □业 | | | 投资者关系活动类别 | | 绩说明会 □新闻发布会 □路演活动 | | | | | □现场参观 □其他 （请说明活动内容） | | | 参与单位名称及人员姓名 | 齐鲁证券 | 陈兵 | | | 时间 | 2015 | 年9月6日下午 | | | 地点 | 公司三楼会议室 | | | | 公司接待人员姓名 | 贾飞龙、许小静 | | | | 投资者关系活动主要内容 | 一、观看宣传片 | | | | 介绍 | | 二、公司基本情况介绍 | | | | 三、现场交流 | | | | | 1 单情况怎么看？ | 、问：公司对下半年轨道交通连接器板块的订 答：根据目前情况看，下 ...

附件三： 浙江永贵电器股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------------|------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------| | | | | | | ...

Group 1: Company Overview and Market Outlook - Zhejiang Yonggui Electric Co., Ltd. maintains a positive outlook on the rail transit industry, supported by the government's investment in the sector, particularly following the upgrade of the high-speed rail network from "four vertical and four horizontal" to "eight vertical and eight horizontal" [1]. - The demand for high-speed rail is increasing, leading to a rise in vehicle density and positively impacting company performance. The upcoming peak period for subway operations will also sustain the demand for subway connectors [1]. Group 2: Product Development and Market Strategy - The company has completed the R&D and certification for products in the rail transit sector, including hydraulic dampers, axle counters, and sensors, with some products already in small-scale production [2]. - Revenue from new energy connectors has increased compared to the previous year, with the company aiming to become a top three player domestically and a top five player internationally in the new energy vehicle sector [2]. - The company has acquired Yiteng Electronics Technology (Kunshan) Co., Ltd. to enhance production and sales of consumer electronic connectors, leveraging Yiteng's advantages in yield rates and refined management [2]. Group 3: Future Growth and Acquisition Strategy - The company plans to continue pursuing acquisitions aligned with its diversified development strategy, focusing on connectors and expanding into new application areas, as well as deepening the upstream and downstream industrial chain [2]. - Potential acquisition targets include sectors such as new energy vehicles, rail transit, and military industry [2].

附件三： 浙江永贵电器股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | --- | |---------------------------|---------------------------------------------|----------------------------|-------|----------------------------------------------------------------------|--------|-----------------| | 投资者关系活 动类别 | √ 特定对象调研 □ 现场参观 \n傅畅畅 东北证券 | 闻发布会 □路演活动 □其他 | | □分析师会议 □媒体采访 □业绩说明会 （请说明活动内容） \n王皓 东吴证券 | | □新 | | | 瞿永忠 东北证券 | | | 鲁佩 华创证券 | | 孔令鑫 中金公司 | | | 高亮 国泰基金 | | | 李佳 华创证券 | | 董超 汇添富 | | | 杨金金 华泰柏瑞 | | | 高人元 东吴基金 | | 章诚 ...

附件三： 浙江永贵电器股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------|-----------------|-------------------------------| | | | | | | √特定对象调研 | □分析师会议 □媒体采访 | | 投资者关系活动类别 | □业绩说明会 | □新闻发布会 □路演活动 | | | □ 现场参观 | □其他 （请说明活动内容） | | | | 华创证券 李佳、娄湘虹 | | | 川财证券 韩伟琪 | | | | 华金证券 贺根 | | | | | 广发证券 彭雾、刘芷君、胡正洋 | | | 国海证券 朱帅 | | | | 长盛基金 | 张君平 | | | | 光大证券 顾申尧、聂君、王海山 | | | 东北证券 李文兵 | | | | 通金投资 田君 | | | | 富国大通 黄佐贞 | | | | 交银施罗德 郭斐 | | | 参与单位名称及人员 | 农银汇理 赵海 | | | 姓名 | | 哲云投资 丁谢峰、冯哲 | | | 易正朗 王成忱 | | | | 中银国际 闵琳佳 | | | | ...

浙江永贵电器股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------------------|-----------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 □媒体采访 | | 投资者关系活动类别 | □ | 业绩说明会 □新闻发布会 □路演活动 | | | □ 现场参观 □其他 | （请说明活动内容） | | | 1 、三商美邦人壽 連玲玉 | | | | 2、富蘭克 ...