美晨生态(300237) - 2016年5月24日投资者关系活动记录表

Group 1: Company Overview - Meichen Technology was listed in June 2011, initially focusing on automotive parts, particularly rubber hoses for shock absorption, with a stable growth in business [2] - In 2014, the company completed the acquisition of Saishi Landscape, with profit forecast compensation periods set for 2014, 2015, and 2016; the net profits for 2014 and 2015 exceeded the forecast [2] - The current business model is dual-focused on non-tire rubber products and ecological environmental protection [2] Group 2: Automotive Sector Performance - In 2015, the automotive segment's growth was driven by customer structure optimization and product upgrades, significantly increasing revenue from the passenger vehicle market [2] - The company has transitioned from merely producing parts to developing modules and systems, collaborating effectively with automotive manufacturers on projects like engine intake and exhaust system modules [2] - Meichen Technology has established an international standard for rubber hoses, enhancing its position in the global automotive turbocharger market [3] Group 3: Landscape Sector Performance - Saishi Landscape holds a first-class qualification in urban landscaping and has a nursery covering over 4,000 acres, primarily located in Zhejiang, Jiangsu, and Shandong [4] - In 2015, Saishi Landscape achieved revenue of 1.2 billion CNY and a net profit of 160 million CNY [4] - Since the second half of 2014, Saishi Landscape has signed various PPP projects and intentions totaling nearly 20 billion CNY, with ongoing negotiations for more projects [4] Group 4: Future Development and Strategy - Saishi Landscape aims to build a PPP business development ecosystem, leveraging its strengths in ecological tourism and landscape development while managing risks [5] - The company is actively seeking strategic partnerships for project development and enhancing its professional team for tourism-related PPP projects [6] - The company is assessing the necessity and feasibility of issuing bonds based on actual funding needs and cash flow [6] Group 5: Policy Impact - Saishi Landscape is preparing to adapt to the VAT reform policy by enhancing communication with tax authorities and managing overall tax burden levels [6]