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：2020-01 | --- | --- | --- | --- | |---------------------|------------------------------|------------------------------------------------------------------------|----------------------------------------------------------------| | 投资者关系 活动类别 | ■ \n□ 现场参观 □其他 | 特定对象调研 □分析师会议 □媒体采访 \n□业绩说明会 □新闻发布会 □路演活动 | | | 参与单位名称 | | 深圳前海互兴资产管理有限公司：李萍 | | | 及人员姓名 | | | | | 时 间 | 2020 年 09 月 02 | 日 | | | 地 点 | 公司会议室 | | | | 上市公司接待 | 董事会秘书、财务总监：张一峰 | | | | 人员姓名 | 证券事务代表：伍言知 | ...

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：2017-001 | --- | --- | --- | |--------------|--------------------------------------|---------------------------------------------------| | | ■ | 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 | | 中信建投证券股份有限公司：罗政、秦基栗； | | 及人员姓名 | 华金证券股份有限公司：杨维维； | | | | 浙江锦利投资有限公司：邢晨； | 永城财产保险股份有限公司：王茂娇、王静明； | | | 浙江永禧投资管理有限公司：徐廷玮； | | | | 深圳俾斯麦资本管理有限公司：万佳海。 | | | 时间 | 2017 年 11 月 22 日 | 14:00-16:00 | | 地点 | 公司四楼会议室 | | | 公司接 ...

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：2017-002 | --- | --- | --- | |----------------|---------------------------------------------------------------|------------------------------------------------------------------| | | ■ | 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 | 中信证券股份有限公司：罗欣驰； 上海证券有限责任公司：黄涵虚； | | | | | | | 及人员姓名 | 江苏汉理股权投资有限公司：刘佳。 | | | | | | | 时间 | 2017 年 12 月 28 日 | 14:00-16:00 | | 地点 | 公司四楼会议室 | | | | | | | 公司接待人员 | 董事长兼总经理：张锡亮； | ...

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 ...

Group 1: Company Performance Overview - In the first three quarters of 2022, the company achieved operating revenue of 587 million yuan, a year-on-year increase of 32.51% [1] - The net profit attributable to shareholders reached 46.912 million yuan, reflecting a year-on-year growth of 79.15% [1] - The company maintains a robust order backlog in automotive stamping molds and welding components, with production running smoothly [1] Group 2: Financial Metrics - The gross profit margin for the first three quarters was 22.3%, down by 3.2% compared to the same period last year, primarily due to increased revenue from welding components and rising raw material costs [2] Group 3: Project Developments - The company has signed an investment agreement with the local government for a project in Shanghai and is actively advancing new capacity investments [2] - The company is utilizing aluminum extrusion profiles and FSW welding technology for battery box projects, with current orders including VINFAST battery boxes and centralized energy storage battery assemblies [2] Group 4: Future Growth Prospects - The company plans to focus on its core business while expanding into new energy-related products, with stable growth in sales of welding components contributing increasingly to overall performance [2] - There is a positive perception of downstream demand for automotive molds, with a sufficient order backlog noted [2] - The U.S. project in Texas is aimed at mold engineering and welding components, with ongoing efforts in overseas investment [2]

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 | --- | --- | --- | --- | |-----------------------------|------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...