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天地数码(300743) - 2025年9月1日投资者关系活动记录表
2025-09-01 11:36
Group 1: Competitive Advantages - The company has a comprehensive product line that includes mixed base and resin-based thermal transfer ribbons, catering to diverse application needs, enhancing competitiveness in applicability [2][3] - Performance advantages are highlighted by the high accuracy and readability of barcodes, with products designed to meet specific industry requirements, ensuring strong competitiveness in downstream applications [3] - Cost advantages stem from technological innovation, sales model optimization, production efficiency, and lean management, allowing the company to maintain a competitive edge in pricing while ensuring product quality [3] Group 2: Customer Service and Market Expansion - The company has established subsidiaries in countries such as the USA, UK, Canada, India, Mexico, Brazil, France, Vietnam, and Thailand, enhancing customer service responsiveness and satisfaction through local teams [4] - Following the acquisition of German CALOR and French RTT companies, the company focuses on product technology collaboration, core team integration, and market resource sharing to enhance its presence in the high-end color ribbon market [5] Group 3: Raw Material Management and Cost Stability - In the first half of 2025, raw material prices for polyester film and wax increased, prompting the company to monitor price trends and enhance supply chain management [6] - The company aims to optimize product processes to improve raw material utilization efficiency and expand production scale, thereby reducing unit costs and mitigating risks from raw material price fluctuations [7]