进取 集智 创新 江苏精研科技股份有限公司 投资者交流 目 录 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|--------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 01 | 公司 ...

Group 1: Company Overview and Operations - Jiangsu Jingyan Technology Co., Ltd. is actively involved in the MIM (Metal Injection Molding) industry, focusing on complex three-dimensional parts production [2][3]. - The company has made significant investments in new product development and fixed assets, leading to fluctuations in profit during Q3 2017 [2]. - The company is currently operating at near full capacity, with plans to expand production capabilities through new facilities [3][4]. Group 2: Market Applications and Technology - MIM technology is applied in various automotive components, including engines, gearboxes, and safety systems [2][3]. - The company has successfully increased the weight limit of MIM products to 800g, showcasing its capability to produce complex shapes [3]. - MIM is distinguished from PM (Powder Metallurgy) processes, with MIM being more suitable for intricate designs and smaller parts [3][4]. Group 3: Strategic Partnerships and Market Expansion - Collaborations with leading companies like Apple and Samsung enhance market expansion opportunities and influence technology adoption among peers [5][6]. - The company is exploring new customer markets in automotive and medical device sectors, leveraging MIM technology's precision and complexity [6][7]. - Strategic partnerships with suppliers like BASF are being established to ensure stable material quality and timely delivery [4][5]. Group 4: Future Outlook and Challenges - The MIM industry is expected to grow, with increasing awareness and adoption among product designers [4][6]. - The company is addressing high costs associated with outsourced materials and processing by enhancing in-house capabilities [4][5]. - Future plans include expanding into other metal processing technologies while maintaining a focus on MIM's unique advantages [6][7].

证券代码：300709 证券简称：精研科技 编号：2019-TZZGX-001 江苏精研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 | | 国盛证券：葛娇妤 农银汇理：刘攀 | | 人员姓名 | | 交银施罗德：高扬 长江资管：吴若宗 | | | | 上投摩根基金：黄进 国盛电子：郑震湘 | | | | 华富基金：陈奇 国联安基金：高诗 | | | | 南方基金：邹寅隆 上海集元资产：朱彦頔 | | | 吕一闻 中欧基金：周应波 | | | | | 大成基金：黄海昕 华夏 ...

证券代码：300709 证券简称：精研科技 江苏精研科技股份有限公司投资者关系活动记录表 编号：2020-TZZGX-001 | --- | --- | --- | |----------------|------------------------------|-----------------------------------------------------| | | | | | 投资者关系活动 | R | 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 | | | | R 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 上海侏罗纪资产：孙恺 翊安投资：张益锋 | | 人员姓名 | | 爱建证券：章孝林 华泰证券：胡剑 | | | | 厦门三阳泰和：丁东 中信证券：蔡霁磊 | | | | 汇添富基金：徐逸舟 华泰证券：詹一鸣、苏洋、王志杰 | | 时间 | 2020 年 12 月 29 | 日 | | 地点 | 公司三楼会议室 | | | 上市公司接待人 | 董事长、总经理：王明喜 ...

证券代码：300709 证券简称：精研科技 江苏精研科技股份有限公司投资者关系活动记录表 编号：2021-002 | --- | --- | --- | |----------------|-------------------------------------|--------------------------------------------------------| | | | | | 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 | 上海侏罗纪资产：孙恺 众安在线：高翔 | | | | | | | 人员姓名 | 上海煜德投资：王秀平 博道基金：张伟 | | | | 翊安投资：张益锋、张惠萍 | 中信证券：胥调菡 | | | 惠升基金：彭伯文 | 睿郡资产：杜昌勇、丁晨霞 | | | 财通资管：黎来论 兴业基金：肖滨 | | | | 信达澳银：童昌希 国信证券：胡剑 | | | 时间 | 2021 年 ...

Group 1: Company Performance - The main reason for the company's Q3 2021 performance growth is high capacity utilization and significant scale effects, with major clients' new products and projects reaching peak production during this period, such as foldable screen hinges and wearable device casings [2] - The overall profitability level of the company has improved significantly compared to the first half of the year due to continuous cost reduction and efficiency enhancement measures, particularly through increased automation in production [2] Group 2: MIM Industry Insights - The MIM (Metal Injection Molding) industry has substantial growth potential, especially in consumer electronics and automotive electronics, where complex structural components are increasingly in demand [3] - MIM is particularly suitable for applications requiring intricate movements in confined spaces, such as in headphones, glasses, and foldable screen hinges, due to its high precision and strength [3] Group 3: Raw Material and Supply Chain - The company's main raw materials are metal powders, which do not significantly impact overall cost pressure despite rising prices this year [3] - The company has transitioned to self-manufactured feedstock, which now meets the diverse material needs of clients and offers cost advantages over external suppliers [4] Group 4: Business Focus and Development - The primary focus of the company's MIM business remains in consumer electronics, including smartphones and wearable devices, while automotive and medical sectors are still developing but contribute a smaller share of total revenue [4] - The company is also emphasizing the development of transmission and thermal management sectors, leveraging synergies between MIM and transmission businesses in various applications [4]

证券代码：300709 证券简称：精研科技 江苏精研科技股份有限公司投资者关系活动记录表 编号：2021-005 | --- | --- | --- | |----------------|------------------------------|--------------------------------------| | 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 | 平安资管 | 马继愈 长江证券 王泽罡、谢尔曼 | | 人员姓名 | 德邦基金 | 陆阳 华泰保兴 符昌铨 | | | 浙商基金 | 胡博清 兴银基金 高鹏 | | | 弘毅远方 | 赵阳 淳厚基金 吴若宗 | | | 九泰基金 | 赵万隆 中金公司 温晗静、黄天擎 | | | Brillance | 刘莹莹 财通资管 黎来论 | | | 德邦证券 周晴 | 锐稳投资 肖遥、毛蕉傲 | | | 凯昇资本 | 杨哲乾 时机 ...

证券代码：300709 证券简称：精研科技 江苏精研科技股份有限公司投资者关系活动记录表 编号：2021-004 | --- | --- | --- | --- | --- | --- | |----------------|----------------|--------------|-------|--------------------------|--------| | | | | | | | | 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 | （电话会议） | | | | | 参与单位名称及 | | | | 国信证券 胡剑 淡水泉投资 | 林盛蓝 | | | | | | 东方证券 江舟 宁银理财 | 吴桐 | | 人员姓名 | 中信保诚 | | | 杨柳青 国信机构 | 赵晓曦 | | | 中科沃土基金 | | | 林皓 平安养老 | 蓝逸翔 | | | | | | | | | | ...

证券代码：300709 证券简称：精研科技 江苏精研科技股份有限公司投资者关系活动记录表 编号：2022-002 | --- | --- | --- | --- | --- | --- | |----------------|------------------------------|----------------------------------------|-------|-------|-------| | | | | | | | | 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 （电话会议） | | | | | | | | | | | | | 参与单位名称及 | 国盛证券 钟琳 | | | | | | 人员姓名 | 中泰证券 张琼 | | | | | | | 国泰君安 于嘉懿 | | | | | | | 西南证券 徐一丹 | | | | | | | 长信基金 | 陆晓峰、朱敏、张瑶 | | | | | | 南方基金 朱苌 ...

Group 1: Company Overview - Jiangsu Jingyan Technology Co., Ltd. is listed under stock code 300709 [1] Group 2: Investor Relations Activities - The company conducted various investor relations activities including analyst meetings, media interviews, performance briefings, and roadshows [2][3][4] - Notable participants in these activities included representatives from major securities firms and investment funds [2][3][4] Group 3: Financial Performance - In the first half of 2022, the company's R&D investment did not show significant growth compared to the previous year [4] - The increase in inventory compared to the beginning of the year was attributed to proactive stockpiling in anticipation of high demand in the third quarter [5] Group 4: Market and Competitive Landscape - The global market space for the MIM (Metal Injection Molding) industry is approximately 20 billion RMB, indicating limited demand and growth potential [5] - The company is focusing on expanding its market reach and customer base while maintaining communication with end brands [5] Group 5: Strategic Business Development - The company is extending its business from parts to components, particularly in the transmission and cooling sectors, leveraging its MIM technology [5][6] - Current automotive product offerings include MIM metal parts and plastic components, with clients such as Tesla and Honda [6] Group 6: Goodwill Assessment - The remaining goodwill for Antixin is approximately 56 million RMB, with future impairment assessments dependent on operational and profitability forecasts [6]