EMT(SH:601208) 智通财经网·2025-12-23 10:31Core Viewpoint - Dongcai Technology (601208.SH) acknowledges that most of its products are in a fully competitive industry, facing intensified competition due to the transfer of overseas manufacturing to mainland China and the aggressive capacity expansion by domestic competitors [1] Group 1: Industry Competition - The industry is experiencing increasing homogeneity in competition as domestic competitors intensify their capacity investments [1] - The technological level is evolving rapidly, contributing to the intensification of competition within the industry [1] Group 2: Cost and Pricing Risks - The cost of raw materials for the company's main products is significantly high, with procurement prices closely linked to international crude oil prices [1] - Fluctuations in the prices of key raw materials may impact the stability of the company's operating performance [1] Group 3: Strategic Response - In response to the competitive landscape, the company will adhere to a differentiated product strategy [1] - The company aims to actively explore emerging business areas and capture incremental market opportunities [1] - Continuous optimization of product variety structure and reasonable planning of raw material inventory will be implemented to address the intensifying market competition [1]