证券代码：301062 证券简称：上海艾录 上海艾录包装股份有限公司投资者关系活动记录表 编号：2022-003 | --- | --- | --- | --- | --- | |--------------|-----------------------------------------------------------|--------------------------------------------------------------|--------------------|------------| | | √特定对象调研 | □分析师会议 | | | | 投资者关系活 | □媒体采访 | □业绩说明会 | | | | 动类别 | □新闻发布会 | □路演活动 | | | | | □现场参观 | | | | | | √其他 ：线上会议 | | | | | 参与单位名称 | 华富基金：朱程辉、聂嘉雯 申万轻工：屠亦婷、黄莎、张文静 | 西部利得：杜朋哲 | 永盈基金：王昕妍 | | | 及人员姓名 | | | | | | 时间 | 2022 年 11 月 22 日 13 ： 00 | | | ...

证券代码：301062 证券简称：上海艾录 上海艾录包装股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------|------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - Shanghai Ailu Packaging Co., Ltd. initially focused on industrial paper bag packaging before expanding into composite plastic packaging due to customer demands for high barrier properties [1] - The company has developed high barrier films and maze channel exhaust technologies to meet customer requirements for waterproof and moisture-proof packaging [1] Group 2: Product Development - In April 2018, the company received a packaging development request from Miaokelan for cheese stick products, aiming for domestic production to improve delivery time and pricing compared to foreign suppliers [1] - A dedicated R&D team was established to address the client's needs, leading to successful product development after multiple trials [1] Group 3: Product Features - The cheese film structure consists of a three-layer composite: outer PS film, middle PS material with strict tensile and shrinkage requirements, and an inner EVOH barrier film that provides flavor locking and easy tearing properties [2] - The outer layer must withstand temperatures above 170 degrees Celsius without deforming and requires high printing precision [2] Group 4: Competitive Advantages - The company possesses first-mover advantages in new product development and large-scale production [2] - It ensures food safety through GMP production environments and offers competitive pricing and cost advantages in composite plastic packaging [2] - The company provides integrated solutions and has a high degree of automation, resulting in shorter delivery cycles and favorable payment terms compared to foreign competitors [2] Group 5: Production Environment - The company operates multiple 100,000-level clean production workshops that meet the production requirements for dairy products, food additives, and pharmaceutical intermediates, ensuring compliance with national food and drug standards [2] Group 6: Raw Materials - Main raw materials include base paper, plastic particles, and PE films, with core materials for industrial paper packaging being strong kraft paper [2] - The company sources a variety of plastic particles for use in the PS layer, EVOH layer, and PE films in paper bags and injection-molded products [2]

证券代码：301062 证券简称：上海艾录 上海艾录包装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：线上会议 | | | | | | 东方资管：蔡毓伟 | 南方基金：车育文 | 太平保险资管：罗荣 | | | | 景顺长城基金：孟禾 | 歌斐资产：陈泽月 | 中信证金：谷川 | | | | 平安养老：邵进明 | 平安养老：徐唯俊 | 中信自营：汪达 | | | | 盛宇投资：王小勇 | 宝盈基金：吕功绩 | 中海基金：何思远 | | | | 浙商轻工： ...