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调研速递|美新科技接受北京鑫顺资本等15家机构调研 精彩要点披露
Xin Lang Cai Jing· 2025-09-11 15:26
需要注意的是,以上涉及行业预测及公司发展战略规划等内容,不构成公司或管理层对行业、公司发展 的承诺和保证,投资者需注意投资风险。 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 3. 证券事务代表孙晗笑 在活动中,公司副总经理、董事会秘书邹小敏首先介绍了公司情况,随后与投资者就多个关键问题展开 沟通交流: 1. 关税应对策略:面对出口美国关税税率增至60%的现状,美新科技与美国客户协商建立 灵活价格调整机制。同时,公司将采取市场多元化、优化供应链管理、建立风险管理机制以及加强品牌 建设等一系列措施,以减轻关税对业务的潜在不利影响。 2. 墙板业务增长原因:塑木墙板生产工艺复 杂、门槛高,美新科技凭借先发优势,其墙板产品在性能 ...
美新科技(301588) - 301588美新科技投资者关系管理信息20250911
2025-09-11 15:16
Group 1: Tariff Response Strategies - The company aims to mitigate the impact of the 60% tariff on exports to the U.S. through strategic measures, including flexible pricing adjustments and enhanced communication with U.S. clients [2][3] - A market diversification strategy will be implemented to reduce reliance on a single market and spread tariff risks [2] - Supply chain optimization will focus on finding cost-effective raw material suppliers and production partners [2] Group 2: Wall Panel Business Growth - The wall panel business has seen revenue growth due to its complex production process and higher market demand compared to wood-plastic flooring [4] - The wall panels offer significant advantages in performance, installation, and application, meeting consumer demands for aesthetics and durability [4] - The market for wall panels is expected to expand as consumer preferences shift towards personalized and visually appealing home renovations [4] Group 3: Mergers and Acquisitions Strategy - The company views mergers and acquisitions as key to expanding its product range and enhancing competitiveness [5][6] - Current acquisition strategies focus on expanding product types, particularly in outdoor and garden categories [6] - The company is actively pursuing channel integration, especially in overseas sales, to improve market coverage and sales efficiency [6] Group 4: Leadership and Succession Planning - The current chairman, Lin Dongrong, remains actively involved in the company's operations with no immediate retirement plans [7] - The company has established incentive mechanisms and talent development systems to retain key personnel and enhance management capabilities [7] - A modern corporate governance structure is in place to ensure long-term stability and smooth leadership transitions [7] Group 5: U.S. Market Development - The company operates in over 50 countries, primarily selling through its brand "NEWTECHWOOD" and establishing a network of distributors [8] - In the U.S. market, the company employs a differentiated strategy, leveraging partnerships with major home improvement retailers [8] - Despite the competitive landscape, the company aims to enhance its market share and industry competitiveness through product innovation and brand building [8] Group 6: Core Competitiveness and Future Plans - The company has over 20 years of experience in the wood-plastic industry, with a strong focus on R&D and technical expertise [9] - Over 90% of sales come from its own brand, supported by a broad sales network and high market recognition [9] - Future plans include continued R&D investment, product line expansion, and strengthening brand promotion to enhance customer loyalty [9][10]