Company Overview - The company positions itself in the "refined kitchenware, quality bamboo materials" product strategy, transitioning from core products like chopsticks and cutting boards to a combination of bowls, chopsticks, cutting boards, and spatulas [2][3]. - The company adopts a "chain factory" model to utilize high-quality bamboo, processing it into various products, achieving comprehensive lifecycle utilization [2][3]. Product Development - The company has developed a new product, "Jin Gang Ci" (金钢瓷), which is microwave-safe, highly durable, and easy to clean, addressing pain points of melamine tableware. The melamine tableware market in China is expected to exceed ¥25 billion by 2025 [3][4]. - The company aims to launch "Jin Gang Ci" to meet strong market demand and enhance its product offerings [3][4]. Market Strategy - The company plans to focus on optimizing existing business operations, reducing fixed asset investments, and enhancing product lines to improve overall profitability [4][5]. - It will implement precise customer segmentation and provide tailored services, particularly targeting high-margin products like "Jin Gang Ci" and bamboo charcoal [5][6]. Green Economy Initiatives - The company aligns with national policies promoting "bamboo instead of plastic," enhancing the bamboo industry structure and increasing resource utilization efficiency [6][7]. - It has established chain factories in Zhejiang and Jiangxi to process bamboo locally, ensuring efficient production and sales [6][7]. Impact of Tariffs - The U.S. tariffs on Chinese imports may affect the company's export business, particularly for non-bamboo products, but the impact on 2025 operations is expected to be limited due to advance order scheduling [8][9]. - The company is diversifying its export channels, focusing on Europe and countries along the "Belt and Road" initiative to mitigate risks [8][9].
双枪科技(001211) - 2025年9月11日投资者关系活动记录表