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【私募调研记录】盘京投资调研众鑫股份
Zheng Quan Zhi Xing· 2025-07-21 00:08
Company Insights - Panjing Investment recently conducted research on Zhongxin Co., indicating that the first phase of its factory in Thailand has been completed and is operating at full capacity with stable product quality and good cost control [1] - The company addressed the potential impact of the proposed 36% tariff on Thai products by the U.S., stating that the policy is not finalized, but even if implemented, the Thai factory would still hold advantages [1] - Zhongxin Co. has not disclosed specific data for Q2 performance but suggests monitoring the semi-annual report for updates [1] - The company plans to enhance profitability through technological innovation, process optimization, and product diversification, with a focus on expanding both international and domestic markets over the next three years [1] - The competitive advantage of Zhongxin Co. lies primarily in production and R&D, with a promising industry outlook driven by global trends towards "plastic reduction" and "dual carbon strategies," which are expected to create a trillion-level market for biodegradable green packaging [1] Industry Outlook - The global push for "plastic reduction" and "dual carbon strategies" is anticipated to significantly expand the market for biodegradable green packaging, potentially reaching a trillion-level market size [1]