2、公司本次再融资主要是哪些项目？现在进度如何？ 证券代码：300995 证券简称：奇德新材 广东奇德新材料股份有限公司 投资者关系活动记录表 编号：2026-001 | | 特定对象调研 ☑ | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | □路演活动 | | | 现场参观 ☑ | □电话会议 | | | □其他： | | | 参与单位名 | 东方财富、广新基金、广新集团、江门金控 | | | 称及人员姓 | 以上排名不分先后 | | | 名 | | | | 时间 | 2026 年 1 月 5 日下午 17:00 至 18:30 | | | 地点 | 广东省江门市江海区连海路323号奇德新材办公楼 | | | 公司接待人 | 董事会秘书：陈云峰 | | | 员姓名 | 证券事务代表：赵美美 | | | | 问答交流主要内容： | | | | 1、请介绍一下公司的主要业务模式。 | | | 投资者关系 | 回复：奇德新材是一家立足于国家战略新兴产业的新材料领域，专业从事环 | | | 活动 | 境友好、功能性 ...

Core Insights - The 17th China High-End Home Appliance Trend Release and Red Top Award Ceremony emphasizes the theme "Shining Extraordinary," reflecting the commitment to promoting quality living and guiding consumer trends in the high-end home appliance sector [1] Group 1: Event Overview - The Red Top Award, a significant accolade in the high-end home appliance industry, aims to enhance quality living and consumer trends [1] - The event featured numerous well-known home appliance companies such as Haier, Midea, Bosch, and TCL, along with partners like JD Home Appliances and various media outlets [3] Group 2: Market Trends - A report by NIQ-GfK and JD Home Appliances indicates that Chinese consumer confidence remains resilient, with a clear preference for high-end, quality, and emotionally valuable products [4] - Online retail sales for products like coffee machines, robotic vacuums, and large-screen TVs saw double-digit growth from January to September this year, highlighting the booming high-end home appliance market [4] Group 3: Innovation Focus - The core theme of this year's Red Top Award is innovation, particularly in how artificial intelligence is reshaping the home appliance industry [7] - The event featured a unique interaction with the AI robot Zhiyuan Lingxi X2, showcasing the potential of "AI + consumption" and the redefinition of product forms and services [7][9] Group 4: Social Responsibility - The "Shining Extraordinary · For the Future" exhibition merges AI art with award-winning home appliances, emphasizing the intersection of technology and art [8] - The Red Top Award's commitment to social responsibility aims to ensure that the benefits of high-end home appliance development reach a broader audience [8] Group 5: Future Aspirations - The founder of the Red Top Award, Lü Shenghua, expressed the ambition to help Chinese home appliance brands expand into international markets, positioning the award as a catalyst for industry progress and future living concepts [11]

Core Insights - The global home appliance industry is shifting from scale growth to value competition, with a focus on technological innovation and scenario integration as key to overcoming challenges [1][3] Group 1: Vacuum Cleaner Innovations - The vacuum cleaner industry is currently experiencing a "micro-innovation" bottleneck, with traditional products failing to address deep user pain points [3] - In 2025, from January to November, the domestic revenue of the company's vacuum cleaners grew by 40%, while overseas market growth reached 59% [3] - The company has introduced several breakthrough technologies, including a high-speed digital motor with a maximum speed of 200,000 RPM and the world's first active hair-cutting technology [3][5] Group 2: Major Appliance Transformation - The traditional major appliance sector is undergoing two core shifts: premiumization and scenario-based solutions, with consumers seeking high-end experiences that integrate with home aesthetics [5] - The company has leveraged its expertise in bionic robotic arms and smart sensing to expand its capabilities from cleaning appliances to major appliances [5] - The introduction of the X-Wind air conditioner features dual bionic arms for flexible airflow and personalized comfort, addressing traditional air conditioning issues [5] Group 3: Kitchen and Laundry Innovations - The company has launched differentiated kitchen products, including the DS50 air fryer and AF60 multi-functional air fryer, utilizing innovative cooking technologies [6] - In the laundry sector, the washing machine can identify fabric types and automatically adjust washing programs, while the water purifier integrates heating, purification, and ice-making functions [6] - The focus on health and personalization in product development aims to enhance user comfort and well-being through AI and sensor integration [6] Group 4: R&D and Manufacturing Expansion - As of June 30, 2025, 60% of the company's workforce is dedicated to R&D, with annual R&D expenses accounting for no less than 7% of revenue [8] - The company is expanding its manufacturing footprint with a new smart manufacturing base in Nanjing, involving a total investment of 4 billion yuan and an expected annual production capacity of nearly 5 million units [8]

Group 1 - The 17th China High-end Home Appliance Trend Release and Red Top Award Ceremony recently held in Beijing showcased 21 award-winning products, highlighting the resilience of Chinese consumer confidence, which is leading globally [1] - According to the Ministry of Commerce, from January to November this year, the nationwide trade-in program for consumer goods has driven sales exceeding 2.5 trillion yuan, with over 12.844 million home appliances exchanged [1] - The Chinese home appliance industry is focusing on technological self-reliance and high-quality development, achieving transformation through innovation, structural optimization, and green leadership, as stated by Zhang Bin from the Chinese Academy of Social Sciences [1] Group 2 - The report "2025 China High-end Home Appliance Market Trends and Innovation Insights" indicates a clear consumer preference for high-end, quality, and emotional value products, with significant growth in online retail sales of coffee machines, robotic vacuums, and large TVs showing double-digit increases from January to September this year [1] - A representative from JD Home Appliances noted that high-end appliance consumption is driven by technological trends, shifting from "single product intelligence" to "proactive service AI," with over 90% of consumers opting for first-level energy efficiency products under the trade-in policy [2] - The founder of the Red Top Award, Lv Shenghua, emphasized that the award represents an attitude towards pursuing a better life and aims to be a "catalyst" for industry progress and a "visionary" for future living [2]

Core Insights - The high-end home appliance market is undergoing a significant transformation, driven by consumer demand for quality, smart technology, health, and aesthetics [1] - The 17th China High-End Home Appliance Trend Release and Red Top Award Ceremony highlighted the importance of innovation and quality in the industry, with Vatti's E6095ZS range hood winning the award [1][3] - Vatti's products, including the E6095ZS range hood, demonstrate strong performance and design, aligning with the Red Top Award's criteria of technological leadership and market recognition [3][5] Product Highlights - The E6095ZS features dual smoke inlets, a powerful suction capacity of 32m³/min, and a static pressure of 1700Pa, effectively managing smoke even during peak cooking times [5][6] - The product incorporates advanced cleaning technology with a sterilization rate of 99.9% and a cleaning coverage rate of 99.1%, significantly improving cleaning efficiency compared to previous models [6] - The design of the E6095ZS is ultra-slim at 22.5cm deep, allowing for better integration with kitchen cabinetry and enhancing user experience [6] Brand Performance - Vatti's 8E37P stove and GW6i gas water heater received nominations, showcasing the brand's comprehensive capabilities in kitchen and water heating appliances [8] - The 8E37P stove emphasizes energy efficiency and features a unique one-button boost function for enhanced cooking performance [8] - The GW6i water heater introduces a health-focused bathing concept, significantly improving skin hydration and cleanliness through innovative technology [8] Future Outlook - Vatti aims to become a leader in high-end kitchen spaces globally, with a commitment to continuous innovation and user-centered design [10] - The company plans to increase R&D investment, having already secured 4,690 patents and invested 170 million yuan in R&D in the first three quarters [10] - Vatti's strategy focuses on delivering high-quality, technologically advanced home appliances that enhance the consumer experience [10]

Business Overview - Qide New Materials is a high-tech enterprise focused on environmentally friendly, functional high-performance polymer modified plastics and products, serving industries such as new energy vehicles and high-end home appliances [2][4] - The company operates production bases in Guangdong, China, and Thailand, enhancing global delivery capabilities [2][4] Financial Performance - For the reporting period, the company achieved a revenue of CNY 27,009.59 million, a year-on-year increase of 6.14% [4] - Net profit attributable to shareholders reached CNY 1,279.52 million, up 129.52%, indicating a significant improvement in profitability [4] - Gross margin stood at 25.76%, reflecting strong competitiveness in product structure and cost control [4] Cash Flow and Financial Structure - Net cash flow from operating activities was CNY 4,668.58 million, a substantial increase of 470.67%, indicating enhanced operational efficiency [5] - The company maintained a low debt-to-asset ratio of 25.23%, showcasing strong liquidity and risk resilience [5] Expansion Plans - The company plans to expand its production capacity in Thailand to meet the growing demand in Southeast Asia, focusing on high-end equipment and smart production lines [6][7] - This expansion aims to improve local delivery efficiency for sectors like new energy vehicles and smart home appliances [7] Competitive Advantages in Carbon Fiber Products - Qide's carbon fiber products cater to the lightweight and high-end needs of the new energy vehicle industry, offering comprehensive services from design to mass production [8] - The company leverages its expertise in composite materials and has developed unique advantages in high-quality appearance and technology [8] Market Situation and Future Strategy - The company is experiencing steady growth, with production capacity in Thailand ramping up and contributing positively to overall performance [9][10] - Key projects are progressing well, with significant breakthroughs in core customer relationships and product lines [10] - Future strategies focus on: - Deepening expertise in high-performance polymer modified plastics, precision molded products, and carbon fiber products [10] - Capitalizing on the trend towards lightweight and high-end materials in the new energy vehicle sector [10] - Expanding international market presence to become a leading global provider of new material solutions [10]