海利得(002206) - 2017年2月9日投资者关系活动记录表

Group 1: Production Capacity - The company has a total production capacity of 160,000 tons for polyester industrial yarn and 100,000 tons for polyester chips at the Maqiao plant [1] - The Qianshan plant has a capacity of 30,000 tons for tire fabric and 30,000 tons for high-modulus low-shrinkage yarn [1] - The company has newly invested in 40,000 tons of automotive yarn in 2016, which includes 20,000 tons of airbag yarn [2] Group 2: Business Segments - The automotive yarn segment is expected to be a profit growth point for 2017, transitioning from ordinary yarn to automotive yarn as certifications are completed [2] - The tire fabric segment has a monthly sales volume of over 2,000 tons, with an expansion plan for an additional 20,000 tons of HMLS yarn expected to be operational by Q4 2017 [2][3] - The customer structure for tire fabric includes over 80% foreign enterprises, such as Michelin and Continental [3] Group 3: Market and Trade Conditions - The company has faced trade friction related to anti-dumping measures from India and Brazil on its products, which has limited resource investment in certain areas [3][4] - The company has achieved market economy status in a 2010 anti-dumping case regarding polyester industrial yarn, and is currently undergoing a sunset review process after the five-year anti-dumping tax period [4]