编号：2022-003 证券代码：300879 证券简称：大叶股份 宁波大叶园林设备股份有限公司 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 □分析师会议 媒体采访 \n□新闻发布会 现场参观 \n□其他 （电话会议） | □业绩说明会 \n□路演活动 | | | 上海证券报 吴正懿 | | | 参与单位名称及 | 上海证券报 林淙 | | | 人员姓名 | 上海证券报 | 沈振宙 | | 时间 | 2022 年 2 月 18 日 10:00 | 至 12:00 | | 地点 | 浙江省余姚市锦凤路 58 | 号 董事长办公室 | | 上市公司接待人员姓名 | ...

Group 1: Company Overview and Strategy - The company has established partnerships with major clients like Home Depot, which is a result of long-term efforts and market research initiated since the establishment of its North American subsidiary in 2017 [3] - The company focuses on a dual strategy of learning from large clients and achieving mutual growth through collaboration [2] - The company has developed a range of lithium battery products, including platforms of 20V, 40V, 62V, and 82V, to align with the industry's shift towards lithium battery technology [3] Group 2: Product Offerings - The company primarily engages in ODM (Original Design Manufacturer) for various garden tools, including electric, lithium, and fuel-powered products such as lawn mowers, brush cutters, and chainsaws [2] - The company has launched its second-generation robotic lawn mower, accumulating significant technological advancements [3] - The product lineup includes a variety of tools aimed at meeting increasing environmental regulations and consumer demand for eco-friendly solutions [3] Group 3: Market Position and Competition - The company is a leading manufacturer of lawn mowers, leveraging years of R&D experience to maintain a competitive edge [3] - Domestic competitors have entered the market earlier, providing valuable lessons, but the company has a strong technological reserve [3] - The growth of the robotic lawn mower segment is expected to continue, influenced by technological breakthroughs and market demand [3]

编号：2022-004 证券代码：300879 证券简称：大叶股份 宁波大叶园林设备股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |----------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Market Position - Daya Co., Ltd. was established in February 2006 and has been operating for 16 years, focusing on lawn mowers as its main product [1] - The company has maintained the highest annual sales volume of lawn mowers in China for five consecutive years, particularly in gasoline-powered models [1] - The overall scale of the landscaping machinery industry is approximately $25-30 billion, with the company selling 1.2 million units in 2021 [1] Group 2: Global Market Distribution - Global market demand is primarily concentrated in Europe and the United States, with the U.S. accounting for about 50% of the market share and the EU for over 30% [1] - The company has established subsidiaries in Germany (2014), the U.S. (2017), and Thailand (2020), and set up a production line in the U.S. in 2021 [1] Group 3: Strategic Partnerships and Client Relationships - The company began collaborating with Walmart in 2019 and established a partnership with Home Depot in the second half of 2020, which has become the company's largest client as of Q1 2022 [2] - The company emphasizes a global, professional, and brand-oriented strategy to strengthen market presence and customer relationships [2] Group 4: Product Development and Innovation - The company is heavily investing in lithium battery products, having developed four major platforms: 20V, 40V, 62V, and 82V, focusing on handheld, push, robotic, and riding products [2] - The company is also working on integrating artificial intelligence algorithms to enhance product intelligence [2] Group 5: Future Plans and Production Capacity - The new factory in Hangzhou Bay has a production capacity of 900,000 units, which began production in the second half of 2021, with plans to add 60,000 units of riding mowers in the second phase [3] - The company is developing the third generation of robotic lawn mowers, aiming for features like path planning and boundary-less operation [3]

Group 1: Company Growth and Competitiveness - The company's order growth comes from both new and existing products and customers, with core competitive advantages including technology R&D, product quality, and talent [2] - The company has a diverse product line, primarily focusing on lawn mowers, which are categorized into push mowers, robotic mowers, and riding mowers [2] - The company plans to expand its product offerings beyond lawn mowers, with a focus on agricultural machinery, while maintaining a strong presence in the lawn mower market [2] Group 2: Production and Capacity - The new factory in Hangzhou Bay has a production capacity of 900,000 units, which began ramping up in the second half of 2021 and is expected to reach normal operational status by the end of 2022 [2] - The company has overseas manufacturing bases in Thailand and the USA, which have been minimally affected by the pandemic [3] Group 3: Financial Performance and Strategy - The company has implemented price increases to counteract rising costs, with expectations for profit margins to improve through strategies focused on specialization, internationalization, and brand development [3] - The depreciation of the RMB is beneficial for the company as it primarily exports products, and it employs foreign exchange derivatives to mitigate currency fluctuation risks [3] - Recent declines in gross and net profit margins are attributed to increased shipping costs, early investments in capacity, and rising depreciation expenses from new factories [3] Group 4: Market Position and Client Relations - The company maintains a strong bargaining position despite a concentrated client base, thanks to its extensive R&D capabilities and patented products, which reduce product homogeneity [3]

编号：2022-007 证券代码：300879 证券简称：大叶股份 宁波大叶园林设备股份有限公司 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□ 媒体采访 \n□ 新闻发布会 □ \n□ 现场参观 \n√ 其他 （电话会议） | | √ 分析师会议 \n□ 业绩说明会 \n 路演活动 | | 参与单位名称及 | 申万菱信基金 刘俊、周小波 | | | | 人员姓名 | 交银施罗德基金 郭斐、 | | 杨金金、周珊珊 | | 时间 | 2022 年 5 月 7 日 | (周六) | 上午 09:30-12:30 | | ...

证券代码：300879 证券简称：大叶股份 编号：2022-012 宁波大叶园林设备股份有限公司 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□ 媒体采访 \n□ 新闻发布会 □ \n□ 现场参观 \n√ 其他 （电话会议） | □ 分析师会议 \n□ 业绩说明会 \n 路演活动 | | 参与单位名称及 | 博时基金管理有限公司 蔡宗延、李喆、 | 陈曦、付伟、蔡滨 | | 人员姓名 | | | | 时间 | 2022 年 6 月 15 日 (周三) | 上午 9:30-10:30 | | 地点 | 浙江省余姚市锦凤路 58 | 号 董事长办公室 | | ...

编号：2022-013 证券代码：300879 证券简称：大叶股份 宁波大叶园林设备股份有限公司 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□ 媒体采访 \n□ 新闻发布会 □ \n√ 现场参观 √ 其他 （电话会议） | □ 分析师会议 \n□ 业绩说明会 \n 路演活动 | | | 南华基金 蔡峰 | | | | 财通证券 于健、孙辉 | | | 参与单位名称及 | 国泰君安证券 交银基金 郭斐、刘鹏 新华基金 王达 农银汇理基金 蒲天瑞 浦银安盛基金 沈瑞 | 陈笑、刘越男、赵国振 | | 人员姓名 | 申万宏源 陈志峰 | | | | 睿远基金 杜立阳 | | | | 国元证券 徐佃、许元琨 | | ...

Group 1: Market Position and Strategy - The landscaping machinery market is concentrated in Europe and the US, with the US accounting for approximately 50% of the market share, and the EU holding over 30% [3] - The company established its German subsidiary in 2014 and its US subsidiary in 2017, with a marketing service network built in 2018 [3] - In the second half of 2020, the company began cooperation with Home Depot, which became its fourth-largest customer in 2021 [3] Group 2: Product Development and Offerings - The company primarily focuses on lawn mowers, including push mowers, smart mowers, and riding mowers, and is expanding into lithium battery products across three voltage platforms [3] - The company is currently developing a third-generation robotic lawn mower with path planning and boundary-less functionality [3] - Future product offerings will include other gardening tools and indoor cleaning equipment, as well as agricultural tools powered by lithium batteries [3] Group 3: Market Potential and Growth - There is significant sales potential in overseas markets, particularly in North America, which holds half of the global market share [4] - The company plans to increase its overseas manufacturing scale and enhance its product offerings to provide high-quality, cost-effective products [4] - The overall growth rate in the North American market is still in its early stages, indicating room for expansion [4]

证券代码：300879 证券简称：大叶股份 编号：2022-018 宁波大叶园林设备股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |---------------------------|-----------------------------------------------|--------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...