齐翔腾达：公司积极把握低油价窗口期优化库存策略

Core Viewpoint - The recent decline in crude oil prices has positively impacted the overall production costs for the company, particularly in terms of raw material procurement costs [1] Group 1: Impact of Crude Oil Prices - The decrease in crude oil prices has provided a certain benefit to the company's overall production costs [1] - Raw material procurement costs have been alleviated due to the falling oil prices [1] Group 2: Challenges Faced - There is a time lag in the transmission of crude oil price changes to chemical product prices, which has resulted in some pressure on product prices [1] - The recovery in terminal demand has been relatively mild, further putting pressure on product prices [1] Group 3: Strategic Responses - The company is actively leveraging the low oil price window to optimize inventory strategies [1] - There is a plan to moderately increase bulk procurement of economical raw materials [1] - The company is expanding overseas low-cost raw material procurement channels through its Singapore subsidiary, enhancing its resource allocation capabilities domestically and internationally [1] - This strategy aims to further solidify the company's integrated operational advantages [1]