Revenue Breakdown - The company's revenue from home appliance materials accounts for approximately 50%-60% [1] - Revenue from automotive materials accounts for about 20%-30% [1] Certification and Delivery - Home appliance material certification takes about 1-2 months, while automotive material certification typically ranges from 3 to 5 years [1] - Delivery cycles vary by material application, with some materials delivered in 7-14 days and others taking up to 1 month [3] Product Development and Pricing - The company engages in joint R&D with clients, with product development occurring after obtaining client certification [3] - Pricing cycles vary, with some clients on a semi-annual basis and others annually [3] Client Relationships and Market Strategy - The company has established long-term relationships with major clients in the home appliance and automotive sectors, enhancing market penetration [3] - The company focuses on R&D innovation to reduce costs and increase market share [3] Cost Control and Profitability - The company implements strategic procurement and seasonal stocking to control raw material costs [3] - The decline in gross margin in 2022 was primarily due to rising raw material prices and increased industry competition [3] - The company aims to improve gross margin through enhanced R&D and operational efficiency [3] Competitive Advantage - The company's core competitiveness lies in its ability to develop customized materials and unique formulations [4] - A strong client base and brand image provide a solid foundation for future business expansion [4]
聚赛龙(301131) - 2024年10月24日投资者关系活动记录表