科思股份:P-S产品在美国市场的商业化仍需等待FDA批准

Group 1 - The company is actively promoting the sales of amino acid surfactants and pyrrolidone ethanolamine salts, having entered the supply chains of leading brands such as Unilever [1] - The commercialization of P-S products in the U.S. market is pending FDA approval [1] - The impact of inventory reduction for sunscreen products is gradually diminishing, with varying recovery situations for different products [1] Group 2 - An investor inquired about the expansion of amino acid surfactants into head brands over the past two years and the addition of new head clients for the anti-dandruff agent, specifically asking about supply volume and production capacity utilization [3] - Questions were raised regarding the bulk supply of PS sunscreen agents to American brands and the recovery of supply volume in collaboration with DSM to 2022 levels [3] - The investor also inquired about the expected operational status of the Malaysian factory by April 2026 and the addition of new clients for overseas exhibitions in 2025 [3]