Group 1: Supplier and Pricing Impact - The company has major suppliers including Nine Dragons, Lee & Man, and others, and adjusts procurement based on market conditions [3] - The packaging industry has high price transparency, and upstream raw material price adjustments are typically passed down to downstream companies with a certain lag [4] - The company plans to adjust product prices in response to procurement costs, with variations depending on different products [4] Group 2: Profit Margin and Capacity Expansion - The company aims to improve gross profit margins by optimizing product structure and increasing the sales proportion of high-margin products [4] - Future capacity expansion will be planned based on order conditions and market demand [4] Group 3: Customer Base and Market Development - The company has established strategic partnerships with major clients in various sectors, including home appliances and food and beverage [4] - There are plans to strengthen the development of new markets and customers while maintaining existing relationships [4] Group 4: Environmental Initiatives and Future Trends - The company is committed to green packaging and focuses on developing environmentally friendly materials [6] - The future of the industry is expected to be driven by increased environmental awareness and digital transformation [6] Group 5: Convertible Bonds and Financial Strategy - The company decided not to adjust the conversion price of its convertible bonds, with a review planned if market conditions change [6]
合兴包装(002228) - 2024年12月5日投资者关系活动记录表