Group 1: Company Performance - In Q1 2018, the company's revenue reached 149 million RMB, representing a year-on-year growth of 76.61% [1] - The revenue breakdown for Q1 2018 shows that the mold business accounted for approximately 83%, while the stamping parts business represented about 15% [1] Group 2: Customer Dependency and Market Expansion - In 2017, the revenue from the top five customers constituted 63.61% of total sales, indicating a strong dependency on major clients [2] - The company plans to enhance market expansion in Europe and North America through reinvestment of free funds and external acquisitions [2] Group 3: Production Capacity and Utilization - The current production capacity utilization is high, with efforts to alleviate capacity constraints through upgrading existing production lines, which involved an investment of approximately 40 million RMB in 2017 [2] - Ongoing fundraising projects are expected to be operational by the end of 2018, significantly addressing capacity issues [2] Group 4: Product Characteristics and Competitive Advantage - The typical lifespan of the company's stamping molds exceeds 1 million pieces, with delivery cycles ranging from 6 to 12 months depending on product complexity [2] - The company offers strong engineering service capabilities and stable product quality, providing a complete solution to clients, which enhances its competitive edge [3] Group 5: Future Plans and Strategic Initiatives - The company has plans for horizontal and vertical mergers and acquisitions to establish a global technical support network [3] - A subsidiary was established in Germany in 2015 to serve European clients, and a North American subsidiary was set up in Canada in 2018 to improve sales networks and after-sales service [3]

无锡威唐工业技术股份有限公司 投资者关系活动记录表 编号：2018-002 中型高精密度模具方向发展。 | --- | --- | --- | |----------------|----------------------------------|----------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关系 | □媒体调研 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | 活动类别 | □现场参观 | | | | □ | 其他（请文字说明其他活动内容） | | 参与单位名称 | 广发证券：代川 | | | 及人员姓名 | 永赢基金：蔡霖 | | | | 中信保诚：孙浩中 | | | 时间 | 2018 年 07 月 04 日 | 14:00-16:00 | | 地点 | 公司四楼会议室 | | | | | | | 公司接待人员 | | 董事会秘书兼财务总监：张一峰；证券事务代表：安宁 | | 投资者关系活动 | 一、介绍公司基本情况 | | | 主要内容介 ...

证券代码：300707 证券简称：威唐工业 无锡威唐工业技术股份有限公司 投资者关系活动记录表 编号：2022-05 | --- | --- | --- | --- | |------------------------|----------------------------------------------------------------|------------------------------------------------------------|-------------------------------| | 投资者关系 活动类别 | ■特定对象调研 \n 业绩说明会 \n 现场参观 ■其他（电话会议） | 分析师会议 □媒体采访 \n新闻发布会 | □路演活动 | | | 国泰君安:顾一格、刘玉 | | 华宝基金:孙嘉伦 大成基金:成琦 | | | 华泰证券 (上海) | 资管:蔡轩 国投招商投资 :吴娜娜 | 华夏基金:苏海鸿 | | 参与单位名称 | 嘉实基金 :吴吴 | 凯丰投资 :童帅 | 上海点新投资:张腾 | | 及人员姓名 | 深圳市林奇投资:黄绘敏 野村资管 | ...

编号：2021-02 证券代码：300707 证券简称：威唐工业 无锡威唐工业技术股份有限公司 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 \n□业绩说明会 □新闻发布会 \n□现场参观 ■其他（电话会议） | □分析师会议 □媒体采访 \n | □路演活动 | | 参与单位名称 及人员姓名 | | 天弘基金：胡东 世纪证券：吴新明 易方达基金：杨康 天治基金：王倩蓉 南京证券：章琪 | 天风证券：李由 汇添富基金：胡静霆、徐逸舟 光大保德信： ...

Group 1: Acquisition Considerations - The company plans to acquire 70% of Delingxun through a combination of issuing shares and cash payment, aiming to enhance its capabilities in the new energy power sector [2] - The acquisition is expected to complement the company's existing technology in battery box structure design and thermal management, leveraging Delingxun's strengths in these areas [2] Group 2: Sales Performance of Delingxun - Delingxun's battery pack business revenue grew by 146.30% in 2020 compared to 2019 [3] - As of May 2021, Delingxun's battery pack revenue reached 87.17 million yuan, with a forecasted revenue of 170.20 million yuan for 2021, achieving a completion rate of 51.21% [3] Group 3: Competitive Advantages of Delingxun - Delingxun possesses core technology in battery management systems, enhancing safety, stability, and lifespan of battery packs [3] - The company has established strong relationships with clients, ensuring stable customer retention [3] - The lithium-ion battery market is rapidly growing, driven by global policies and energy transitions, particularly in sectors like shared electric scooters and service robots [3] Group 4: Market Potential for Delingxun's Products - The electric bicycle market is projected to grow significantly, with an estimated increase of 30 million units in Europe and the U.S. over the next 5-10 years, translating to a market size of approximately 80 billion yuan for lithium battery packs [4] - The shared electric scooter market is expected to reach a conservative estimate of 300 billion USD by 2030, with a potential optimistic scenario of 450 billion USD [4] - The mobile robot market is anticipated to exceed 14 billion USD by 2024, with significant growth in both service and AGV robots [4] Group 5: Future Collaboration Post-Acquisition - After the acquisition, the company aims to integrate technologies with Delingxun, focusing on developing competitive products in the new energy power market, particularly in AGV and service robot sectors [4] Group 6: Current Business Performance - The company's mold business is performing well, with a significant increase in revenue from stamping operations, achieving 116 million yuan in the first half of 2021 [5] - The decline in gross margin in the first half of the year is attributed to the implementation of new revenue standards and fluctuations in exchange rates [5]

证券代码：300707 证券简称：威唐工业 无锡威唐工业技术股份有限公司 投资者关系活动记录表 编号：2021-05 | --- | --- | --- | |---------------------------------|--------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系 活动类别 | □业绩说明会 □ ...

证券代码：300707 证券简称：威唐工业 无锡威唐工业技术股份有限公司 投资者关系活动记录表 编号：2021-06 | --- | --- | --- | --- | |-----------------------------|------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Performance Overview - The company achieved a revenue increase of 6.10% year-on-year for the first three quarters of 2021, with total revenue reaching 4.43 billion [1] - The mold business experienced a decline in revenue due to factors such as business model and international logistics disruptions caused by the pandemic [1] - The stamping parts business is currently operating at full capacity, with a substantial order backlog [1] Group 2: Future Outlook and Projects - The company anticipates steady growth for the year, with significant progress in the new energy sector, including a project with VINFAST for battery box assembly expected to last 5 years [2] - Future projects will enhance the company's capabilities in developing and manufacturing automotive stamping molds and components [2] - The company plans to increase R&D investment and expand production lines for new energy vehicle stamping molds and components [2] Group 3: Client Relationships and Market Position - The top five clients are well-known international companies, showing significant growth in product supply [2] - The company is deepening cooperation with core clients to pursue high-value and promising new projects [2] Group 4: Operational Challenges and Responses - The company has effectively mitigated the impact of power restrictions in its region, which have now been lifted [2] - Management is actively monitoring and responding to changes in power limitation policies [2] Group 5: Financial Strategies - The company will consider refinancing plans based on actual funding needs and future strategic development [2] - Continuous monitoring of stock prices and convertible bond terms will inform decisions regarding conversion prices [3]

证券代码：300707 证券简称：威唐工业 无锡威唐工业技术股份有限公司 投资者关系活动记录表 编号：2021-07 | --- | --- | --- | --- | |-----------------------------|------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300707 证券简称：威唐工业 无锡威唐工业技术股份有限公司 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 \n□业绩说明会 □新闻发布会 \n 现场参观 ■其他（电话会议） | □分析师会议 □媒体采访 \n | 编号： 2021-08 \n□路演活动 | | | | 天风证券：李由 粤开证券：张亚光 | | | | | | 长江证券资管：王亚楠 中泰证券：彭婷 | | | | | | 中金资管：周宜夫 | 华夏基金：周欣 | | | | | 诺安基金：郭晓辉 民生加银基金：张诗然 | | | | 参与机构 | | 申万宏源国际：屈玲玉 汇安基金：杨坤河 | | | | （排名不分先后 ...