证券代码：300800 证券简称：力合科技 力合科技（湖南）股份有限公司 投资者关系活动记录表 编号：2021-002 | --- | --- | --- | |-----------------------------|-------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | ...

证券代码：300800 证券简称：力合科技 力合科技（湖南）股份有限公司 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 | □新闻发布会 □路演活动 | | | 类别 | □现场参观 | | | | ☑ 其他 2021 | 年湖南辖区上市公司投资者网上集体接待日活动 | | 参与单位名称及 | 在 ...

编号：2021-007 证券代码：300800 证券简称：力合科技 力合科技（湖南）股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------|-------------------------------------------------------------------------------------------------| | | □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 | □新闻发布会 | 路演活动 | | 类别 | □现场参观 | | | | □其他 | | | | | 易方达、交银施罗德、中信保诚基金、宁波理财、华宝基金、 | | 参与单位名称及 | | | | 人员姓名 | | 浦银安盛基金、上投摩根基金、华泰柏瑞基金、诺安基金、信 达澳银基金、信诚基金等。（排名不分先后） | | 时间 | 2021 年 12 月 28 | 日、 2021 年 12 月 29 日 | | 地点 | 上海市浦东新区陆家嘴 | | | ...

Industry Position and Competitive Advantages - The company has a significant competitive advantage in the water quality monitoring sector, leading the construction of the "National Engineering Research Center for Advanced Technology and Equipment of Water Environment Pollution Monitoring," one of the first 38 national engineering research centers [2] - The company participated in drafting and revising multiple national standards and assisted in emergency monitoring for major environmental events, receiving special thanks from the Ministry of Ecology and Environment [2] - In the "13th Five-Year Plan" national surface water monitoring station construction or renovation projects, the company provided over 40% of the instruments and developed the national surface water quality automatic monitoring platform software [3] - In the gas monitoring sector, the company is a co-construction unit of the "National Engineering Research Center for Atmospheric Pollution and Greenhouse Gas Monitoring Technology and Equipment" led by the Chinese Academy of Sciences [3] - The company has developed a particle composition monitoring and ozone precursor component system, achieving monitoring of over 100 indicators for pollutants such as PM2.5, PM10, and VOC [3] Future Development Plans - The company plans to explore new businesses such as third-party testing, environmental monitoring consulting, and environmental traceability surveys while consolidating its online environmental monitoring business [3] - The company aims to transition from environmental monitoring instrument manufacturing to advanced manufacturing-driven testing services, focusing on data analysis and application to unlock data value [3] - The company will expand from being a leader in water quality monitoring to comprehensive development in water, air, soil, and laboratory environmental monitoring/testing analysis [4] Sales Strategy - The company follows the national pollution prevention and control campaign, consolidating its position in the water quality monitoring sector while actively expanding new businesses and markets [4] - The company focuses on high-end demand marketing and comprehensive solution marketing, enhancing its ability to meet national and provincial-level ecological environment monitoring needs [4] - The company is expanding its business to cities, counties, and industrial parks, promoting urban environmental monitoring consulting services and industrial park ecological environment services [4] Talent Development and Retention - The company views talent as the primary resource for survival and development, emphasizing talent introduction, training, and optimized allocation [4] - The company integrates various training resources, encourages participation in professional title, skill, and academic education, and fosters a learning-oriented organization [4] - The company optimizes its performance evaluation system, establishes a competitive compensation and benefits system, and creates a positive work and life atmosphere to attract and retain talent [4] Industry Development Environment - Recent national policies, such as the "Opinions on Comprehensively Strengthening Ecological Environmental Protection and Resolutely Winning the Battle Against Pollution," provide strong support for the environmental monitoring equipment industry [5] - The "carbon peak" and "carbon neutrality" goals have sparked demand for carbon measurement and monitoring, with the Ministry of Ecology and Environment aiming to establish a carbon monitoring and evaluation system by 2025 [5] - The "Opinions on Deepening the Battle Against Pollution" emphasize building a modern ecological environment monitoring system, optimizing monitoring networks, and enhancing monitoring capabilities [5] - The company has sufficient technology and product reserves for heavy metal and other characteristic pollutant monitoring, with rich application cases in online and emergency monitoring [6]

证券代码：300800 证券简称：力合科技 力合科技（湖南）股份有限公司 投资者关系活动记录表 编号：2021-004 | --- | --- | --- | |----------------|---------------------------------|----------------------------------------------------------| | | | | | | ☑ 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 | | | 参与单位名称及 | 申万菱信基金管理有限公司 龚云华 | | | 人员姓名 | 方正证券股份有限公司 | 李 武 | | 时间 | 2021 年 11 月 26 日 | | | 地点 | 湖南省长沙市高新区青山路 | 668 号 | | 上市公司接待人 | 董事、副总经理、董事会秘书：侯 | 亮 | | 员姓名 | 证券事务代表：廖 | | | | | 来访调研人员参观了公司的产品展示厅，董事会秘书侯亮 | | ...

证券代码：300800 证券简称：力合科技 力合科技（湖南）股份有限公司 投资者关系活动记录表 编号：2021-006 | --- | --- | --- | |----------------|--------------------------------|----------------------------------------------------------| | | | | | | ☑ 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 | | | | 广发证券股份有限公司 | 陈龙 | | | 国泰君安股份有限公司 | 宋晓 | | | 财信证券有限责任公司 | 向宇、肖德威 | | | 弘毅远方基金管理有限公司 | 樊可 | | 参与单位名称及 | 广东正圆私募基金管理有限公司 | 亓辰、曹智明 | | 人员姓名 | 湖南天泉私募基金管理有限公司 | 陈海强、熊征、文瞬林 | | | 湖南甲骨文投资管理有限公司 | 张锐、潘文涛 | | | | 湖南华洲 ...

Group 1: Environmental Monitoring Planning - The "14th Five-Year" ecological environment monitoring plan emphasizes pollutant discharge permits as the core of fixed pollution source monitoring, covering all industries and key polluting units [2] - The plan introduces a dedicated section for carbon monitoring, establishing clear policies and market prospects for carbon monitoring [2] - Monitoring and evaluation indicators are expanded to include heavy metals, VOCs, and other pollutants, establishing a comprehensive monitoring traceability system [2] Group 2: Competitive Advantages in Water Quality Monitoring - The company leads the "National Engineering Research Center for Advanced Technology and Equipment for Water Environment Pollution Monitoring," one of the first 38 centers under new management [2] - The company has provided over 40% of the instruments for surface water monitoring station construction or renovation projects during the "13th Five-Year" period [2] - The company has accumulated extensive experience in water quality monitoring system construction and management, gaining wide market recognition [2] Group 3: Innovations in Monitoring Technology - The company has developed a system for monitoring over 100 indicators of PM2.5, PM10, and VOCs, enabling detailed analysis of pollution sources [3] - The company has implemented a new generation of environmental monitoring consulting services, utilizing AI technology and data models for accurate and reliable data collection [3] - The automated monitoring technology allows for the analysis of over 500 samples per day, significantly reducing labor costs while enhancing reliability [5] Group 4: Market Strategy and Client Base - The company targets three main client types: government environmental protection departments, self-monitoring polluting enterprises, and large environmental remediation units [4] - The implementation of the "Pollutant Discharge Permit Management Regulations" requires enterprises to conduct self-monitoring or commission third-party monitoring [4] - The company has established a complete atmospheric carbon emission monitoring solution, supporting government departments in carbon emission statistics and control [5][6]

Group 1: Company Overview and Market Position - Lihe Technology is a leading company in water quality monitoring, with a focus on advanced technology and equipment for environmental monitoring [1][2]. - The company has a strong competitive advantage in the "14th Five-Year Plan" period, particularly in increasing monitoring points and enriching parameters for water quality [3][4]. Group 2: Technological Advancements - The company has developed over 100 water quality indicators for efficient batch automatic monitoring, significantly reducing manual input while ensuring reliability and cost-effectiveness [5][6]. - Lihe Technology's self-developed environmental monitoring instruments can automatically monitor over 100 gas monitoring factors, including PM2.5, PM10, and various pollutants [5][6]. Group 3: Client Base and Market Demand - The primary clients for environmental monitoring services include government environmental protection departments, self-monitoring pollutant discharge enterprises, and large environmental remediation units [3][4]. - As of the end of the 13th Five-Year Plan, there were approximately 1.2 million enterprises involved in water discharge, with many requiring daily monitoring [4]. Group 4: New Business Models and Market Trends - New business models complement existing online monitoring demands, with a focus on small-scale and diffuse pollution sources requiring third-party testing services [4][5]. - The market for carbon monitoring is still developing, with ongoing research by the Ministry of Ecology and Environment to establish testing standards and pilot projects [6]. Group 5: Future Outlook - The company is well-positioned to capture market share in environmental monitoring, with a focus on integrating automated and manual monitoring systems to enhance data accuracy and reliability [5][6]. - The ongoing development of greenhouse gas monitoring solutions indicates a proactive approach to emerging market needs in carbon emissions tracking [6].

Group 1: Company Performance - The company's first-quarter performance declined compared to the same period last year due to the impact of COVID-19, which hindered travel and logistics, causing delays in project construction and installation [2][3]. - The gross profit margin decreased in Q1 2022 primarily due to a shift in revenue structure, with a lower proportion of high-margin water quality monitoring system revenue and an increase in lower-margin operational services [3]. Group 2: Market Position and Collaborations - The company holds approximately 10% market share in the water quality monitoring sector, with no authoritative data available on the total market size since 2019 [3]. - Collaborations with organizations such as the Three Gorges Capital and Shanghai Design Institute are aimed at enhancing technical and business cooperation in ecological protection and smart water management, which are expected to contribute positively to future performance [3].

证券代码：300800 证券简称：力合科技 编号：2022-005 力合科技（湖南）股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------|--------------------------------------------------------| | | □ 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 | □ 新闻发布会 □ | 路演活动 | | 类别 | □ 现场参观 | | | | ☑ 其他 2022 | 年湖南辖区上市公司投资者网上集体接待日活动 | | 参与单位名称及 人员姓名 | 在线投资者 | | | 时间 | 2022 年 9 月 29 | 日 15:30-16:55 | | 地点 | 全景·路演天下 | | | 上市公司接待人 | | 董事、副总经理、董事会秘书：侯 亮 | | 员姓名 | 证券事务代表：廖 | 芸 | | | 1 | 、您好！大盘现在还处在 3000 点附近，但公司股价早已 | | | ...