Group 1: Investor Relations Activity - The investor relations activity involved a specific audience survey and a site visit on September 25, 2024, from 15:30 to 17:30 [2] - Participants included analysts from CITIC Securities and company representatives [2] - The main focus was on the company's packaging products and customer concentration in the fast-moving consumer goods (FMCG) sector [2] Group 2: Production Capacity and Expansion - The company has established six major production bases in Zhongshan, Tianjin, Kunshan, Shenyang, Wuhan, and Chengdu, covering various regions in China [2] - In 2023, the company announced the construction of a production base in Vietnam and acquired 70% of Mozi Hua Printing Co., Ltd. to expand production capacity [2] - The company is actively entering the tobacco and liquor packaging markets, leveraging its marketing and production capabilities in Tianjin and Chengdu [2][3] Group 3: Strategic Development and Future Plans - The company aims to maintain its leading position in the FMCG sector while exploring new business opportunities in consumer electronics, tobacco, liquor, and pharmaceuticals [3] - Significant investments have been made in smart manufacturing and operational upgrades, achieving a comprehensive management system from material warehousing to product delivery [3] - Future considerations for mergers and acquisitions are on the table, but the company currently focuses on its core packaging business without plans to extend into non-packaging industries [3]
中荣股份(301223) - 2024年9月25日投资者关系活动记录表