新安股份吴严明：冷静看世界 清醒看自己

Core Viewpoint - The chairman of Xin'an Chemical, Wu Yanming, emphasizes the importance of understanding industry development patterns and strategically planning the company's path to navigate through cycles and secure future growth [2] Group 1: Business Strategy - Xin'an Chemical is transitioning from providing basic raw materials to high-end products, likening the shift from making "flour" to creating "cakes" [3] - The company is focusing on two strategic tracks: optimizing its core business and pursuing high-end market opportunities, particularly in emerging industries like new energy vehicles and artificial intelligence [3][4] - Xin'an Chemical's annual growth rate in the new energy vehicle sector is approximately 30%, with significant partnerships established with leading companies in the industry [4] Group 2: Globalization and Localization - The company is enhancing its global market presence by moving from merely exporting products to offering localized services and solutions, which includes collaborating with multinational corporations [6][7] - Xin'an Chemical's global sales network now covers over 130 countries, with notable profit growth in regions like Africa and America due to localized operations [7] Group 3: Research and Development - The company is committed to innovation, with a focus on integrating deeply into customer needs and enhancing R&D capabilities across three strategic lines [8][9] - Xin'an Chemical plans to increase its R&D investment ratio, with a total investment of approximately 1.963 billion yuan from 2021 to 2024, aiming to improve product conversion rates and the share of new products in total revenue [8] Group 4: Organizational Management - Wu Yanming highlights the importance of innovation at multiple levels, including product, technology, and management innovation, to ensure long-term sustainability and competitiveness [9][10] - The company is adapting its management practices to enhance product and service quality, which is essential for its survival and growth in the market [9]