Group 1: Company Overview - The company operates as a provider of comprehensive smart heating solutions, requiring direct communication with heating companies to understand their pain points and needs [1] - The business model is direct sales, tailored to the specific requirements of each heating company [1] Group 2: Clientele and Financial Stability - The primary clients are state-owned heating companies, which have good credit ratings and low default risks, maintaining long-term stable relationships with the company [2] - The company expects that approximately 60%-70% of this year's orders will convert to revenue within the same year, although the ongoing pandemic has impacted project implementation [2] Group 3: Project Financials - Most projects can expect 60%-90% of payments to be received by the end of the year after project completion, with the remaining amount paid in installments as warranty funds over two heating seasons [2] - Local government financial pressures may affect business development and project implementation, but the impact is expected to be minimal due to alternative funding sources for heating company renovations [2] Group 4: Competitive Advantages - The company offers a complete range of hardware and software products, addressing clients' diverse and customized needs, which reduces procurement and maintenance costs [2] - The low-carbon smart heating solutions provide integrated services tailored to different application scenarios, alleviating concerns for heating enterprises and delivering economic and social benefits [3]

Group 1: Business Operations - After the heating season begins, the main task for heating companies is to ensure residential heating, leading to a halt in renovation projects for old communities, while new community projects can still proceed [1] - Historically, new projects account for approximately 40% of total projects, while renovation projects for old communities make up about 60% [1] Group 2: Industry Competition - The current competitive landscape involves companies providing comprehensive heating energy-saving solutions, integrators, and pure product manufacturers, with large enterprises possessing strong R&D capabilities leading the industry upgrade [2] - Heating companies prioritize suppliers with advanced smart heating technology and overall solutions to achieve dynamic supply-demand balance and reduce heating costs [2] Group 3: Product Compatibility - The company offers a diverse product line that covers core heating components, addressing customer needs for differentiated and customized products, thus minimizing compatibility and coordination issues when procuring from different manufacturers [2] - The company's software and hardware products ensure compatibility with various manufacturers and models, maintaining the normal operation of heating company equipment [3]

瑞纳智能设备股份有限公司 投资者关系活动记录表 股票名称：瑞纳智能 股票代码：301129 编号：2022-029 | --- | --- | --- | |-------------------------|---------------------------|--------------------------------------------------------| | | √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 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | √其他：线上会议 | | | 参与单位名称及 人员姓名 | 详见附件 | | | 时间 2022 | 年 11 月 28 日 | -2022 年 12 月 2 日 | | | | 地点 瑞纳通软件技术开发有限公司会议室、线上会议 | | | | | | 公司接待人员姓 | | 董事、财务总监、董事会秘书：陈朝晖 | | 名 | 证券事务代表：江成全 | | | | | 一、全年的收入和利润情况如何？ | | | | 答：公司各项目的交付工作已基本完成 ...

证券代码：301129 证券简称：瑞纳智能 编号：2021-001 瑞纳智能设备股份有限公司 2021 年 11 月 12 日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 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 | | | 参与单位名称 | | 招商证券机械行业分析师 时文博 | | 及人员姓名 时间 | 2021 | 年 11 月 12 日下午 | | 地点 | | 公司会议室 | | 上市公司接待人员 姓名 | | 董事、财务总监、董事会秘书：陈朝晖 证券事务代表：江成全 | | | 的优势有哪些等？ | 一、主要竞争壁垒包括哪些方面，以及公司相对应 | | | ...

编号：2021-002 证券代码：301129 证券简称：瑞纳智能 瑞纳智能设备股份有限公司 2021 年 11 月 13 日——2021 年 11 月 19 日投资者关系活动 记录表 | --- | --- | --- | |-------------------------|------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动类别 | □现场参观 □其他 | √特定对象调研 □分析 ...

编号：2021-004 证券代码：301129 证券简称：瑞纳智能 瑞纳智能设备股份有限公司 2021 年 12 月 13 日——2021 年 12 月 17 日投资者关系活动 记录表 | --- | --- | --- | --- | |-------------------------|--------------------------|-------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | □现场参观 □其他 | □新闻发布会 □路演活动 | √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | 参与单位名称 及人员姓名 | | | 华安证券杨楠；华安证券吴雨萌；中信建投证券彭元立； 国金证券牛波；中泰证券汪磊；中泰证券陈宏洋；正圆 ...

编号：2021-003 证券代码：301129 证券简称：瑞纳智能 瑞纳智能设备股份有限公司 2021 年 11 月 20 日——2021 年 11 月 26 日投资者关系活动 记录表 | --- | --- | --- | |-----------------------------|------------------------------------------------------------------------------|----------------------------------------------| | | | | | | | 汇一章溢漫、中信保诚常峪宁、中银资管李倩倩。 | | 时间 | 2021 年 11 月 20 | 日—— 2021 年 11 月 26 日 | | 地点 | 公司会议室 | | | 上市公司接待人员 姓名 | 董事、财务总监、董事会秘书：陈朝晖 证券事务代表：江成全 投资者关系主管：孙欣 | | | 投资者关系活动主要内 容介绍 | 别？ | 一、公司供热节能方案和供热节能服务有什么区 | | --- | --- | |-------|------- ...