Yuma Technology(SZ:300993)2024-06-28 06:44Sales and Market Penetration - The company's functional shading products have a high market penetration rate of 70% in developed countries, while domestic sales are still in the introductory phase with a penetration rate below 5% [1][2] - Currently, the company's external sales account for approximately two-thirds of total sales, while domestic sales account for about one-third [1] Capacity and Production - The current capacity utilization rate is over 90%, with plans to expand production to 13 million square meters of functional new materials annually [2] - The company aims to leverage its advantages in functional shading materials to ensure sustainable growth through innovation and moderate capacity expansion [2] Pricing and Competition - The prices of main raw materials are stable, and there are no immediate plans to adjust product prices, which will be evaluated based on production costs and market conditions [2] - The competitive landscape shows that the company is a leader in the domestic functional shading industry, focusing on high-end development strategies to avoid low-level competition [2] Shipping and Logistics - The increase in overseas shipping costs has not significantly impacted the company's expenses due to the FOB pricing model, although there are delays in delivery times for some customers [1] - The shipping situation is expected to gradually improve in the second half of the year, with no major impact on the company's overall performance [1]