证券代码：300425 证券简称：环能科技 编号：2015【04】 四川环能德美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 | | 方正证券股份有限公司：郭丽丽、徐闯 | | 人员姓名 | 鹏华基金管理有限公司：孟昊 | | | | | 泰康资产管理有限责任公司：吕无双 | | | 广发基金管理有限公司：张继枫 | | | 时间 | 2015 年 5 月 14 | 日 | | 地点 | | 四川环能德美科技股份有限公司五楼会议室 | | 上市公司接待人 | 董事会秘书兼财务总监：唐益军 | | ...

Group 1: Company Overview and Technology - Sichuan Huaneng Demai Technology Co., Ltd. focuses on black and odorous water treatment using magnetic separation technology, which is efficient, space-saving, and has a short construction period [2][4]. - The company employs a contract environmental service model for its projects, providing wastewater treatment equipment and managing project construction and operation [4][5]. Group 2: Project Implementation and Costs - The initial investment for operational projects includes equipment costs, pipelines, and site preparation, with overall investment costs being relatively low due to the compact nature of the equipment [5][6]. - Operational service costs primarily consist of personnel wages, reagents, testing fees, electricity, and equipment depreciation [5]. Group 3: Market Strategy and Expansion - The company aims to expand its market presence in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Southwest, and Central China [6][7]. - The company is also involved in establishing industry funds to enhance collaboration with investment management teams and industry peers, particularly in the municipal water environment sector [6][7]. Group 4: Current Orders and Industry Impact - As of September 30, the company has orders totaling 429 million yuan, with the water environment treatment sector accounting for 204 million yuan, representing 47.42% of total orders [6][7]. - The downturn in the metallurgy and coal industries has impacted revenue but the company maintains stable gross margins due to the advantages of its magnetic separation technology [7][8].

证券代码：300425 证券简称：环能科技 编号：2015【19】 四川环能德美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 | | 上投摩根基金管理有限公司：乐琪、张富盛 | | 人员姓名 | 富国基金管理有限公司：林浩祥 | | | 时间 | 2015 年 11 月 5 | 日 | | 地点 | | 四川环能德美科技股份有限公司五楼会议室 | | 上市公司接待人 | 董事会秘书兼财务总监：唐益军 | | | 员姓名 | | 证券事务代表：达晓玲（会议记录） | | 投资者关系活动 | 1 | ...

Group 1: Business Expansion and Technology - The company has expanded its magnetic separation technology from the steel industry to coal, municipal water, and environmental sectors, with ongoing research in heavy metal pollution and other technologies [3] - Magnetic separation technology offers advantages over traditional water treatment methods, including high efficiency, low cost, and reduced space requirements [3] - The company is exploring the integration of magnetic separation with biochemical technologies, which may initially have higher costs but could decrease with scale [4] Group 2: Market Position and Competition - The company faces competition from domestic firms using similar technologies, but its technology maturity and market scale are superior [3] - The primary customer base is concentrated in North China and the Yangtze River Delta, with fewer clients in Sichuan [5] Group 3: Revenue and Financial Management - The company’s revenue growth has been slow due to the downturn in the metallurgy sector, but the municipal water environment sector is expected to drive future growth [5][6] - Accounts receivable management involves a payment model of 30% upfront, 30% upon delivery, 30% upon acceptance, and 10% as a quality guarantee [6] Group 4: Future Directions and Opportunities - The company plans to expand its marketing efforts in key regions such as East China and the Pearl River Delta, leveraging government collaborations to promote its technologies [5] - There is potential for the company to engage in BOT/PPP projects to secure stable cash flow [6] - Future research will focus on sludge disposal, heavy metal wastewater treatment, and groundwater treatment, aiming to provide comprehensive solutions [6]

Group 1: Technology and Solutions - The company's supermagnetic separation technology effectively removes solid suspended matter, total phosphorus, and algae from wastewater, providing comprehensive solutions by integrating biological treatment and ecological restoration techniques [1][2] - The technology is based on physical and chemical reactions that form magnetic flocs, allowing for rapid separation from water using magnetic forces [1][2] Group 2: Market Opportunities - The company primarily operates in the metallurgy, coal, and municipal water environment sectors, with significant growth potential in the municipal water environment, particularly in the treatment of black and odorous water [2][4] - The market for black and odorous water treatment is substantial, with a guideline stating that by the end of 2017, major cities should eliminate such water bodies, indicating a strong demand for treatment solutions [2][3] Group 3: Competitive Advantages - The company's magnetic separation equipment offers advantages such as high efficiency, small footprint, and short construction periods, making it a viable alternative to traditional treatment methods [3][4] - Post-acquisition of Jiangsu Huada, the company aims to enhance product development and expand market reach through complementary strengths in manufacturing and customer distribution [3][4] Group 4: Strategic Development - The company plans to deepen research into magnetic separation technology while integrating other methods to address diverse water treatment needs [4] - There is a focus on strengthening capabilities in planning, construction, operation, and monitoring to enhance comprehensive service offerings in black and odorous water treatment [4]

证券代码：300425 证券简称：环能科技 编号：2015【15】 四川环能德美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 | | 中信建投证券股份有限公司：李俊松、胡倩 | | 人员姓名 | | 博时基金管理有限公司：罗景、陈雷、徐昊、兰乔、甘传琦、孙 | | | 少锋、金晟哲 | | | | | 交银施罗德基金管理有限公司：黄鼎 | | 时间 | 2015 年 10 月 20 | 日 | | 地点 | | 四川环能德美科技股份有限公司五楼会议室 | | 上市公司接待人 | 董事会秘书兼财 ...

证券代码：300425 证券简称：环能科技 编号：2015【11】 四川环能德美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 | | 东方基金管理有限责任公司：邱义鹏 | | 人员姓名 | | 上海涌乐基金管理有限公司：岳雄伟 | | 时间 | 2015 年 9 月 17 | 日 | | 地点 | | 四川环能德美科技股份有限公司五楼会议室 | | 上市公司接待人 | 董事会秘书兼财务总监：唐益军 | | | 员姓名 | | 证券事务代表：达晓玲（会议记录） | | 投资者关系活动 | 1 | 、 ...

证券代码：300425 证券简称：环能科技 四川环能德美科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------|------------------------------|----------------------------------------|--------------------| | | | | 编号： 2015【10 】 | | 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 | 金元证券股份有限公司：秦燕 | | | | 人员姓名 | 光大证券股份有限公司：陈俊鹏 | | | | | 红象投资管理有限公司：许望伟 | | | | | 宝盈基金管理有限公司：刘国丰 | | | | | | 四川英联投资管理有限公司：曾晓华 | | | | 安信证券股份有限公司 | : 杨心成 | | | 时间 | ...

证券代码：300425 证券简称：环能科技 编号：2015【12】 四川环能德美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 | 国信证券经济研究所：邵潇 | | | 人员姓名 | 齐鲁证券：霍也佳 | | | 时间 | 2015 年 9 月 28 | 日 | | 地点 | | 四川环能德美科技股份有限公司五楼会议室 | | 上市公司接待人 | 董事会秘书兼财务总监：唐益军 | | | 员姓名 | | 证券事务代表：达晓玲（会议记录） | | 投资者关系活动 | 1 | 、问：公司目前在工业废水 ...

证券代码：300425 证券简称：环能科技 编号：2015【06】 四川环能德美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 人员姓名 | 诺安基金管理有限公司：周心鹏 | | | 时间 | 2015 年 6 月 9 日 | | | 地点 | | 四川环能德美科技股份有限公司五楼会议室 | | 上市公司接待人 | 董事会秘书兼财务总监：唐益军 | | | 员姓名 | | 证券事务代表：达晓玲（会议记录） | | 投资者关系活动 | 1 | 、问：公司磁分离技术的特点？ | | 主 ...