Group 1: Market Strategy - The company aims for a synergistic development approach through "Asian R&D + Global Manufacturing + Local Deepening," focusing on both domestic and international markets [1][2] - Short-term performance will be supported by external sales recovery and global capacity expansion, while long-term growth is driven by domestic consumption trends and global demand for green low-carbon products [2] Group 2: Raw Material Management - The company manages raw material price fluctuations through futures hedging, which helps mitigate risks associated with international oil price volatility and market supply-demand dynamics [3] Group 3: Product Profitability - Full biodegradable products have lower profit margins compared to plastic products due to higher production costs; however, as industry regulations tighten, the profit margins for compliant products are expected to improve [4] Group 4: Capital Operations - Currently, there are no plans for capital operations as the company focuses on optimizing its industrial layout and releasing production capacity across its subsidiaries [5] Group 5: Production Capacity in Thailand - The production base in Thailand is operational, with orders being gradually transferred and sufficient production capacity to meet market demand [6] Group 6: Competitive Advantages - The company emphasizes "green, intelligent, and high-end" development, offering a diverse product range and one-stop green solutions, supported by strong R&D capabilities and stringent quality control [7][8]
家联科技(301193) - 2025年5月8日投资者关系活动记录表