Group 1: Company Overview - The company primarily engages in the research, production, and sales of key rubber and plastic components, serving four main sectors: rail transit, automotive, construction, and shipping [2][3] - In recent years, revenue from rail transit, automotive, and construction sectors has seen rapid growth, while the shipping sector has maintained stable development [2] Group 2: 2015 Performance - In 2015, the company's revenue slightly declined compared to the previous year, with a forecasted decrease of 15% to 25% [3] - Revenue from the rail transit sector remained stable, while the automotive sector experienced growth, albeit below expectations; construction and shipping sectors saw slight declines [3] - The decline in performance was attributed to macroeconomic impacts, intensified market competition, and increased operational costs due to higher R&D and management expenses [3] Group 3: 2016 Outlook - The company anticipates stable growth in 2016, driven by opportunities from national strategies such as "Belt and Road," "High-speed Rail Going Global," and "Supply-side Structural Reform" [3][4] - Key growth areas for 2016 include rail transit, automotive, and construction sectors, with expected stable growth in rubber sealing and vibration-damping components for rail vehicles, as well as automotive sealing strips [4] Group 4: Investment Strategy - The company operates an independent industrial investment fund, which may invest in complementary projects to mitigate risks without burdening the company [4] - Currently, there are no plans to acquire projects from the industrial investment fund into the listed company [4]
海达股份(300320) - 2016年1月20日投资者关系活动记录表