证券代码：300443 证券简称：金雷风电 山东莱芜金雷风电科技股份有限公司 投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |--------------|-----------------------------|----------------------------------------------------| | | | | | 投资者关系活 | ■ | 特定对象调研 □分析师会议 | | 动类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □其他 （参加机构策略会） | | | 参与单位名称 | | 申万宏源 张 雷 中泰证券 花秀宁 | | | | 海通证券 张向伟 汇丰晋信 陆 彬 | | | | 安信证券 吴 用 拾贝投资 秦雪峰 | | | | 上海重阳投资 王明聪 太平洋证券 刘晶敏 | | 时间 | 2018 年 5 月 3 日 | | | 地点 | 公司会议室 | | | 上市公司接待 | | 董事长伊廷雷先生、副总经理王瑞广先生、董事会秘书周 | | 人员姓名 | ...

Group 1: Company Strategy and Development Plans - The company aims to solidify its position in the wind turbine spindle market and expand its market share [3] - Plans to actively promote the construction of an annual production capacity of 8,000 MW wind turbine spindle castings, enhancing production capabilities [3] - The implementation of the 8,000 MW spindle project will support the development of high-end manufacturing products [3] - The company intends to steadily advance two approved wind power projects, potentially expanding to other regions with good wind resources [3] Group 2: Industry Barriers - Technical barriers exist due to the complexity of manufacturing wind turbine spindles, requiring extensive research and experience [4] - Talent barriers are significant, as skilled workers are essential for various production processes, with training taking 2 to 3 years for operators [4] - Supplier barriers are present, as the quality of spindles is critical for the performance of wind turbines, leading to long-term partnerships with suppliers [4] Group 3: Financial Performance and Challenges - The decline in spindle gross margin in the first half of 2018 was primarily due to rising steel ingot prices [5] - The company is investing in the 8,000 MW spindle project to mitigate risks from raw material price fluctuations and reduce costs [5] - The net cash flow from operating activities was negative 100 million due to increased accounts receivable and inventory levels [5] - Accounts receivable rose from 185 million at the beginning of the year to 262 million, impacting cash inflow [5] Group 4: Market and Production Updates - The company has sufficient orders on hand, with significant increases in shipment volumes in May and June 2018 [6] - A wholly-owned subsidiary was established in July 2017 to develop wind and solar power projects, with two 50 MW wind farms approved in August 2018 [6] - The company is actively promoting project construction in areas with rich wind resources, aiming for future expansion [6]

Group 1: Expansion Plans - The company is actively promoting the construction of an 8000 MW level wind turbine main shaft casting and forging project, which will lay a solid foundation for developing high-end mold steel and other high-end equipment manufacturing products [3] - The company seeks new development space in the wind power industry and high-end equipment manufacturing through independent development and external expansion [3] Group 2: Customer Structure - The main customers are globally leading wind turbine manufacturers, with a focus on maintaining relationships with high-quality clients [3] - The company has established stable business relationships with seven of the top ten global turbine manufacturers, including Vestas, GE, and Siemens-Gamesa [3][4] Group 3: Order and Production Status - The company currently has sufficient orders, with all workshops operating at full capacity to ensure timely and quality delivery [4] - The pre-IPO production capacity was 34,000 tons, with an additional 40,000 tons expected from the IPO fundraising projects [4] Group 4: Capacity Expansion - After the completion of the non-public offering project, the company plans to add 48,000 tons of production capacity, reaching a total capacity of 122,000 tons [4] - The company expects to achieve a production capacity of 80,000 to 90,000 tons in 2019 [5] Group 5: Steel Price Outlook - The company anticipates a downward trend in steel prices in 2019, with supply expected to ease as environmental restrictions are no longer applied uniformly [5] Group 6: Investor Relations - The company ensures that information disclosure is truthful, accurate, complete, timely, and fair, adhering to regulations during investor communications [5]

证券代码：300443 证券简称：金雷股份 金雷科技股份公司 投资者关系活动记录表 编号：2019-001 | --- | --- | --- | --- | --- | |--------------|------------------------------------|-------|--------------------------|----------------------------------------------------| | | | | | | | | ■ | | 特定对象调研 □分析师会议 | | | 投资者关系活 | □ 媒体采访 □业绩说明会 | | | | | 动类别 | □ 新闻发布会 □路演活动 | | | | | | □ 现场参观 | | | | | | □其他 （参加机构策略会） | | | | | | 广发证券 华鹏伟 兴业证券 陶宇鸥 | | | | | | 东吴基金 彭宗云 西部证券 王东华 | | | | | 参与单位名称 | 南方基金 熊 琳 华创证券 杨达伟 | | | | | | 万联证券 江 维 西南证券 陈 瑶 | | | | | | 中信证券 ...

证券代码：300443 证券简称：金雷股份 金雷科技股份公司 投资者关系活动记录表 编号：2021-001 | --- | --- | --- | --- | |----------------|------------------------------------------------------------|--------------------------------------------|--------------------------------------------------------| | | □特定对象调研 | □分析师会议 | | | 投资者关系活动 | □媒体采访 √业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | 通过全景网"全景•投资者关系互动平台"（ | | http://ir.p5w.net ）和 | | 参与单位名称 | 中证网（ http://www.cs.com.cn 投资者 | | ）参与本次年度业绩说明会的广大 | | | | | | | | | | | | 时 间 | 2021 年 3 ...

1 证券代码：300443 证券简称：金雷股份 金雷科技股份公司 投资者关系活动记录表 编号：2021-001 | --- | --- | |----------------------|----------------------------------------------------------------------------------------------------------------------------| | | | | | √特定对象调研 □分析师会议 | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | | | | | | 参与单位名称 | 太平洋资产、西部利得、中泰证券共 3 家机构 | | 时 间 | 19 日 | | 地 点 | 济南市钢城区双元大街 18 号金雷股份办公楼 | | 上市公司接待人员姓名 | 公司董事长：伊廷雷 公司财务总监兼董事会秘书：周丽 公司副总经理：王瑞广 | | | 公司证券事务代表：张传波 董事长伊廷雷先生、董事会秘书周丽女士、副总经理 王瑞广先生、证券事务代表张传波先生与投资者在会议室 ...

1 证券代码：300443 证券简称：金雷股份 金雷科技股份公司 投资者关系活动记录表 编号：2021-003 | --- | --- | --- | |--------------------|------------------------------|--------------------------------------------------------| | | | | | | | □特定对象调研 □分析师会议 | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | √其他 电话交流会 | | | | 中金公司、 TX capital | 、南方基金、前海人寿保险、国寿资 | | | | 产、兴全基金、保银投资、中邮基金、上海久期、香港京华 | | | 山一国际 QFII | 、上海岳海资产管理有限公司、上海懿坤资 | | | | 产管理有限公司、上海睿郡资产、上海老友投资管理有限公 | | | | 司、上海迎水投资管理有限公司、东兴证券、东北证券自营、 | | | | 东吴证券、中信证券、中泰证券、中邮理 ...

Group 1: Company Overview - The company is Jinlei Technology Co., Ltd., with stock code 300443 [1] - The company specializes in wind power components, particularly in the manufacturing of wind turbine main shafts [2] Group 2: Industry Outlook - The domestic wind power industry is expected to grow significantly due to national goals of "30% carbon peak and 60% carbon neutrality" [3] - The return of the U.S. to the Paris Agreement is anticipated to positively impact the wind energy sector, providing new growth opportunities [3] Group 3: Production Capacity and Orders - The company has a forging capacity of approximately 150,000 to 160,000 tons, with plans to reach 180,000 to 190,000 tons by 2022 [4][5] - The company is currently negotiating orders for 2022 with foreign clients, with satisfactory communication outcomes [4] Group 4: Cost Management - The company has invested in an 8,000-unit MW-level wind turbine main shaft casting and forging project to mitigate raw material price fluctuations [4] - The proportion of direct materials in production costs has decreased from about 70% to below 50% after achieving self-supply of raw materials [4] Group 5: Future Development Plans - The company aims to expand production capacity and enhance competitiveness in the wind power sector, particularly in large megawatt wind turbine main shafts [5] - Plans include exploring new markets and products in the wind power industry and developing other precision shaft products [5]

1 证券代码：300443 证券简称：金雷股份 金雷科技股份公司 投资者关系活动记录表 编号：2021-005 | --- | --- | --- | --- | --- | --- | |----------------------|-------|---------------------------------------------------|---------|-----------------------------------------------------------|---------| | 投资者关系活动类别 | | □新闻发布会 □路演活动 \n√现场参观 | | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□其他 | | | | | 东方红 | 郑华航 | 中庚基金 王啊涛 | | | | | | | 中海基金 李东祥 东吴基金 | 谭 菁 | | | | 华夏未来 丁 | | 鑫 华夏未来 杨 | 俊 | | | | | | 海螺创投 苏广宁 敦和资管 林秦凯 | | | | | 申万菱信 | 廖明兵 | 中意资产 刘 | 佳 | | 参与单位名称 | | ...

编号：2022-003 证券代码： 300443 证券简称：金雷股份 金雷科技股份公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------|------------------------------------------------------------------------------------| | | □ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | √ 其他 | （山东辖区上市公司投资者网上集体接待日） | | 参与单位名称及 人员姓名 | 投资者网上提问 | | | 时间 | 2022 年 11 月 16 日 | ( 周三 ) 下午 14:00~16:00 | | 地点 | 采用网络远程的方式召开 | 公司通过全景网"投资者关系互动平台"（ https://ir.p5w.net ） | | 上市公司接待人 | 1、董事长伊廷 ...