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中国巨石(600176) - 中国巨石2024年9月机构投资者调研记录
CJSCJS(SH:600176)2024-09-30 08:19

Group 1: R&D System Development - The company is accelerating the construction of a "large R&D" system to shift resources from decentralized to centralized, enhancing efficiency and collaboration in research and development [2] Group 2: Industry Recovery - After price recovery in Q2, the overall industry situation has improved, with product prices stabilizing and inventory levels remaining steady [3] - The industry has seen a significant reduction in inventory and improved profitability [3] Group 3: Overseas Market Pricing - The company has implemented varying degrees of price adjustments for overseas non-long-term contract customers, maintaining strong price stability due to a high proportion of long-term clients [4] Group 4: Export Performance - The company has experienced substantial year-on-year growth in export volumes, particularly in Europe and the United States, driven by improved price expectations and recovering demand [5] - Export growth has also been noted in the Middle East and Southeast Asia regions [5]