Group 1: Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of differentiated, functional biaxially oriented polyester films [1] - The company produces various specifications and models of polyester film products, including colored optical base films, transparent films, and other functional films [1] - The core business philosophy is centered on "differentiation and functionality," with plans to expand product series and application fields, particularly in colored optical base films and other functional films [1] Group 2: Market Insights - The optical base film market is a critical strategic material in the optoelectronic industry, with approximately 300,000 tons imported annually due to high performance requirements [2] - Domestic companies are beginning to enter the optical base film market, driven by policy support, enhancing market competitiveness [2] - The company aims to capitalize on the "domestic substitution" market opportunity by actively developing optical base films [2] Group 3: Product Strategy - The company adopts a differentiated and functional product strategy, allowing for personalized product development based on diverse customer needs and application scenarios [2] - The production model is characterized by small batch and multiple varieties, enabling quick and flexible production line adjustments [2] - Transparent films are widely used in electronic labels, white goods panels, waterproof materials, daily chemicals, and insulation materials, differing in raw material formulations from colored optical base films [2] Group 4: Production and Supply Chain Challenges - The long ordering cycle for production line equipment poses challenges for the company's capacity expansion [2] - The company is actively communicating with equipment manufacturers to address these challenges, with necessary equipment expected to be delivered and installed in 2023 [2] Group 5: Industry Trends - The decline in consumer electronics development may impact the company; however, applications in smart home devices, wearable technology, and smart vehicles are expected to grow [3] - The trend towards intelligent development indicates a broad future application scope for colored optical base films [3]

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 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 | □媒体采访 □业绩说明会 | | | | 关系活 | □新闻发布会 | □路演活动 | | | 动类别 | □现场参观 | | | | | □其他（请文字说明其他活动内容） | | | | 参与单 | | | | | 位名称 | | | | | 及人员 | | | | | | 德邦证券：郭雪 | | | | 姓名 | | | | | 时间 | 2022 年 6 月 24 日 | 10:00-11:00 | | | 地点 | | 浙江省湖州市德清县通航产业园鼎盛路 69 号四楼会议室 | | | 上市公 | ...

Group 1: Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of polyester films, catering to differentiated customer needs [1] - The company specializes in various specifications and models of polyester film products, including colored optical base films, transparent films, and other functional films [1] - The core business philosophy is centered on "differentiation and functionality," with plans to expand product series and application fields [1] Group 2: Production Capacity and Future Plans - The company has a planned production capacity of 73,000 tons, with 35,000 tons funded by self-raised capital and 38,000 tons from fundraising projects, expected to gradually come online in 2023 [2] - Future product structure adjustments will focus on expanding into functional films such as window films, flame-retardant films, and solar backsheet films to enhance overall product value [2] Group 3: Raw Materials and Technology - Main raw materials include polyester chips and functional masterbatches, with some materials being custom-developed by the company [2] - The company has conducted small-batch trial production of optical base films and has sent samples to potential customers for testing [2] Group 4: Industry Context - The rise of photovoltaic backsheet films is driven by the significant increase in demand for renewable energy due to carbon neutrality goals, with solar energy being a crucial component [2] - The trend in photovoltaic components is moving towards lightweight designs, necessitating backsheet films that are weather-resistant and hydrolysis-resistant to meet market demands [2]

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-002 | --- | --- | --- | --- | --- | --- | --- | --- | |---------------|-----------------------------------------|-----------------------------------------------------------------------------------------------------------------------|-------|-------|------------------------|-------|-------| | | √特定对象调研 □分析师会议 | | | | | | | | 投资者 | □媒体采访 □业绩说明会 | | | | | | | | 关系活 | □新闻发布会 | □路演活动 | | | | | | | 动类别 | □现场参观 | | | | | | | | | □其他（请文字说明其他活动内容） | | | | | | | | ...

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-008 | --- | --- | --- | --- | |-------------------------------|----------------------------------------------------------|----------------------------------------------------------|-----------------------------------------------------------------------------------------------------| | | √特定对象调研 □分析师会议 | | | | 投 资 者 | □媒体采访 □业绩说明会 | | | | 关 系 活 | □新闻发布会 | □路演活动 | | | 动类别 | □现场参观 | | | | | □其他（请文字说明其他活动内容） | | | | 参与单 | | | | | 位名称 | 申万菱信 路辛之 | 兴全基金 徐留明 | ...

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-009 | --- | --- | --- | --- | --- | --- | |----------------------------|----------------------------------------------------------------------------------------------------------------------------------|------------------------------------------|-------|-------|-------| | | √特定对象调研 □分析师会议 | | | | | | 投 资 者 | □媒体采访 □业绩说明会 | | | | | | 关 系 活 | □新闻发布会 □路演活动 | | | | | | 动类别 | □现场参观 | | | | | | | □其他（请文字说明其他活动内容） | | | | | | 参与单 | | | | | | | 位名称 及人员 | 国泰基金：吕业 ...

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-010 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------|----------------------------------------------------------|--------|---------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------|-------| | | √特定对象调研 □分析师会议 | | | | | | | | | 投资者 | □媒体采访 □业绩说明会 | | | | | | | | | 关系活 | □新闻发布会 | | □路演活动 | | | | | | | 动类别 | □现场参观 | | | | | | | | | | □其他（ ...

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-011 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------------|----------------------------------------------------------|-------------------|-------|---------------------------------|----------|-------|---------------------------------------------------------------------------------------------------------------------|-------|-------|--------|-------| | | | | | √特定对象调研 □分析师会议 | | | | | | | | | 投资者 | | | | □媒体采访 □业绩 ...

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-018 | --- | --- | --- | --- | --- | --- | --- | |---------------|--------------------------------------|-------------|------------------------------------------|-------|-------|-------| | | | | | | | | | | √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 □新闻发布会 | | □路演活动 | | | | | 动类别 | □现场参观 | | | | | | | | □其他（请文字说明其他活动内容） | | | | | | | 参与单 | | | | | | | | 位名称 | | | | | | | | 及人员 | 康盛基金 张康康 | 林励盛 | 李旭 | | | | | 姓名 | | | | | | | | 时间 | 2022 年 7 月 28 ...

证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2022-005 | --- | --- | --- | --- | |----------------------|----------------------------------------------------------|----------------------------------------------------------|-----------------------------------------------------------------------------------------------------| | | √特定对象调研 □分析师会议 | | | | 投资者 | □媒体采访 □业绩说明会 | | | | 关系活 | □新闻发布会 | □路演活动 | | | 动类别 | □现场参观 | | | | | □其他（请文字说明其他活动内容） | | | | 参与单 | | | | | 位名称 及人员 姓名 | 太平资产 赵新裕 | | | | | | | | | | ...