Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 7, 2025, from 15:00 to 17:00 [3] - The event was conducted online via the Shanghai Securities News and China Securities Network [3] - Key participants included the Chairman and General Manager, CFO, and sponsoring representatives [4] Group 2: Sales and Production Capacity - The company reported a decline in sales revenue for 2024 and discussed strategies to absorb increased production capacity from the new factory [3] - Strategies to manage new capacity include developing new products for existing customers, increasing demand in the domestic special medical food sector, and expanding into overseas markets [4] Group 3: Research and Development Progress - The project on "Preparation Method and Industrialization Research of High Purity L-Leucine" is currently in the industrialization verification stage, with expected sales in the second half of the year [4] - The histidine project is also in the industrialization verification phase, with significant progress noted in the establishment of a production line [5] Group 4: Supplier Relations and Market Impact - The acquisition of Japan's Kyowa by Meihua Group may have implications for the supply of raw materials, but the company believes the impact will be minimal due to a sufficient supply of amino acid raw materials [5] - The company is focused on enhancing its technological innovation and overall strength to mitigate potential supply chain risks [5]
无锡晶海(836547) - 投资者关系活动记录表