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中粮科技2025年第三季度业绩说明会问答实录
Quan Jing Wang· 2025-11-05 00:59
Core Viewpoint - The company emphasizes its commitment to value management and long-term value creation, addressing investor concerns about stock performance and future growth strategies [1][2][3] Group 1: Company Performance and Strategy - The company is actively working on the production of polylactic acid (PLA) and aims to keep investors updated on significant project milestones [1][2] - The company acknowledges the current low stock price and outlines a three-pronged approach to enhance market value: improving governance, increasing transparency in information disclosure, and enhancing communication with investors [2][3] - The company is focused on maintaining its core business while transitioning from a product supplier to a comprehensive solution provider, driven by customer value creation and market demand [3][4] Group 2: Financial Performance and Challenges - The company reported a significant impairment loss of 287 million, attributed to market fluctuations affecting certain business segments, while core operations remain stable [4][5] - The company is committed to addressing the challenges in the production of fuel ethanol from straw, noting that while the technology is ready for industrial demonstration, cost competitiveness remains a concern [1][4] - The company plans to integrate the D-allohexose project with existing starch sugar projects to optimize resource allocation and enhance efficiency [5][6] Group 3: Future Outlook and Innovations - The company is focused on technological innovation and aims to cultivate products with core competitiveness, such as D-allohexose, to drive market value [3][6] - The company has established partnerships for the D-allohexose supply chain and is working on enhancing production capacity through equipment upgrades and new production lines [5][6] - The company is committed to maintaining compliance and transparency in its operations, ensuring that all corrective measures from regulatory bodies are integrated into daily management practices [4][5]