证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 投资者关系活动记录表 编号：2022-003 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|---------------|----------------------------------|--------|-------------------------------------------------------------------------------------------|-------|----------------------------------------------------------------| | 投资者关系 \n活动类别 | √ \n□ \n√ | 现场参观 □ | | 特定对象调研 □ 分析师会议 □ 媒体采访 \n业绩说明会 □ 新闻发布会 □ 路演活动 \n其他-电话采访 | | | | | | 冯孟乾 光大证券 | | | | | | | | 张艺露 华泰证券 | | | | | | 参与人员 ...

证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 投资者关系活动记录表 编号：2022-001 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|---------------|--------------------------------------------|-------|-------------------------------------------------------------------------------------------|-------|--------------------------------------| | 投资者关系 \n活动类别 | □ \n□ \n√ | 现场参观 √ | | 特定对象调研 □ 分析师会议 □ 媒体采访 \n业绩说明会 □ 新闻发布会 □ 路演活动 \n其他-电话采访 | | | | | | 肖昊 中信证券 | | | | | | | | 李维、许崇晟 中欧基金 | | | | | | | 刘爽 | | | 申万宏源 | | ...

证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 投资者关系活动记录表 编号：2022-008 | --- | --- | --- | --- | --- | --- | |----------|----------------------------------------------------|-------|---------------------------------------|------------|----------| | | | | | | | | 投资者关 | √ 特定对象调研 | | □ 分析师会议 | □ 媒体采访 | | | 系活动类 | □ 业绩说明会 | | □ 新闻发布会 | □ 路演活动 | | | 别 | √ 现场参观 √ | | 其他 - 电话采访 | | | | | 1、褚旭 | | 浙商证券 | | | | | 2 、董国兴 朴易投资 吴小川 盛宇投资 | | | | | | | 孙颖、刘毅男 中泰证券 | | 周雅雯 | | 金鹰基金 | | | 马小涵、郭嘉、田稼丰 | | 鲁商私募基金 | 黄振航 | 华夏基金 | | | 张妮 ...

证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 投资者关系活动记录表 编号：2022-006 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|---------------|----------------------------------------------------------------------------------------|-------|----------------------------|-------|----------------------------------------------------------------| | 投资者关系 \n活动类别 | □ \n□ \n□ | 特定对象调研 □ 分析师会议 □ 媒体采访 \n业绩说明会 □ 新闻发布会 □ 路演活动 \n现场参观 √ | | 其他-电话采访 | | | | | 1 | 、冯自力、周战海 上投摩根 | | | | | | 参与人员姓名 | | 2、赵洋 | | 汇丰晋信 | | | | ...

证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 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 □ 媒体采访 | | | | | 投资者关系 | □ 业绩说明会 □ 新闻发布会 □ 路演活动 | | | | | 活动类别 | □ 现场参观 □ | | 其他-电话采访 | | | 参与人员姓名 及单位名称 | 赵树理、韩欣、张志敏 兴业证券 | | | | | 时 间 | 2022 年 1 月 11 | | 日 9:30----11:00 | 现场座谈 | | 地 点 | 公司会议室 | | | | | | 副总经理、董事会 ...

编号：2022-019 证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|------------------|----------------------------------------------------------------------------------------|--------|----------|-----------------------------------|-------|------------------------------------------------------------------------| | 投资者关系 \n活动类别 | □ \n□ \n□ | 特定对象调研 □ 分析师会议 □ 媒体采访 \n业绩说明会 □ 新闻发布会 □ 路演活动 \n现场参观 √ | | | 其他-电话采访 | | | | | 1 、吕功绩 | | | 宝盈基金 | 蔡小为 ...

证券代码：300993 证券简称：玉马遮阳 山东玉马遮阳科技股份有限公司 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 □ 媒体采访 | | | | 投资者关系 | □ | | 业绩说明会 □ 新闻发布会 □ 路演活动 | | | | 活动类别 | □ 现场参观 √ | | 其他-电话采访 | | | | | | | | | | | | 1 、赵中平、毕先磊 | | 招商证券 | 李晟 | 伊洛投资 | | | 杨爱琳 | | 财通基金 | 张帅 | 上海领久 | | | 林德涵 | | 兴银基金 | 周宇 | 兴银资管 | | | 戴雨横 | | 相聚资产 | 董亮亮 | 诺昌投资 | | | 冯佳安 | | 汐泰投资 | 杜新正 | 尚城资 ...

证券代码：300993 证券简称：玉马遮阳 编号：2022-017 山东玉马遮阳科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |-----------------------|----------------------------------------------------------------------------------------------------|--------------|-------------------|--------|----------------------| | 投资者关系 \n活动类别 | □ 特定对象调研 □ 分析师会议 □ 媒体采访 \n□ 业绩说明会 □ 新闻发布会 □ 路演活动 \n□ 现场参观 √ | | 其他-电话采访 | | | | | 1 、罗乾生、刘芳依 | 安信证券 | | 刘岚 | 嘉实基金 | | | 付伟 | 博时基金 | | 李宁宁 | 中加基金 | | | 蔡硕 | 德丰华投资 | | 郑春 | 深圳市前海尚善资产 | | | 郭雅琪 | 横琴人寿保险 | | ...

Market Overview - The functional shading products have gained widespread recognition in developed countries such as Europe, America, and Australia, with a market penetration rate exceeding 70% [2] - The European shading industry employs over 500,000 people, with annual sales exceeding €500 billion, approximately ¥4,000 billion [2] - In 2021, the domestic shading industry in China was valued at ¥280.6 billion, with a market penetration rate of less than 5%, projected to reach ¥500 billion by 2025, with a CAGR of 17% [2] Company Background - The founder, Mr. Sun Chengzhi, has been dedicated to the shading industry since 1991, leading the development of new materials and technologies, resulting in over 100 patents [3] - The company aims to focus on the rapid growth of the functional shading product market and enhance its competitiveness [3] Customer Composition - Approximately two-thirds of the company's customers are finished product processors, while one-third are traders [3] Pricing Strategy - In 2021, the company raised prices by 3%-5% due to raw material price increases and exchange rate fluctuations [3] - The company is monitoring costs and will communicate with customers regarding price adjustments if necessary [3] Revenue Forecast - The revenue growth forecast for 2022 is set between 20%-35% year-on-year, considering various internal and external factors [3] Order Situation - Current orders for shading fabric products are maintained at around 2 months, adjustable light fabric at 3 months, and sunlight fabric at 5 months [3] Production Capacity - By the end of 2021, the company's production capacity reached 45 million square meters, with significant growth expected by the end of 2022 [4] - The company plans to complete all foundational construction by June 30, 2022, with full production capacity expected by 2023 [4] Seasonal Demand - The first quarter is typically a low season for production and sales due to the Spring Festival, while demand remains balanced in other quarters [4] Product Structure - The current product structure is evenly divided among three main categories, with plans to increase the proportion of adjustable light and sunlight fabrics while reducing shading fabric [4]

证券代码：300993 证券简称：玉马遮阳 投资者关系活动记录表 参与人员姓名 及单位名称 毕先磊、崔婕 招商证券 山东玉马遮阳科技股份有限公司 编号：2022-024 | --- | --- | --- | --- | --- | --- | |--------------|-------|-------|--------------------------------------|-------|-------| | | □ | | 特定对象调研 □ 分析师会议 □ 媒体采访 | | | | 投资者关系活 | □ | | 业绩说明会 □ 新闻发布会 □ 路演活动 | | | | 动类别 | √ | | 现场参观 □其他-电话采访 | | | | --- | --- | --- | --- | |--------------|------------------------------------------------------------------|----------------------------------------------|----------------------------- ...