Group 1: Company Performance and Strategy - The company reported Q1 2025 revenue of 124 million CNY and a net profit of 10.06 million CNY, indicating a focus on improving production capacity utilization [3] - The company aims to achieve a production capacity utilization rate of over 80% starting from Q2 2025, with current main production lines operating at full capacity [3] - The company is actively expanding its international brand client base while maintaining a focus on OEM services [3][4] Group 2: Product Development and Market Position - The market share and quarterly growth rate of wet wipes were discussed, with the company currently operating at an 80% capacity utilization rate for wet wipes production [3] - The company is exploring plans to expand the production capacity and product line for wet wipes [3] - There is an ongoing effort to develop proprietary brand business, although the company primarily focuses on OEM production at this stage [3] Group 3: U.S. Operations and Future Outlook - The U.S. factory is in the early stages of setup, including facility renovations and equipment installation, with production expected to commence by mid-2026 [3][4] - The company plans to enhance operational efficiency in the U.S. through automation and optimized management processes [3] - Investors are advised to be cautious due to potential uncertainties related to local government approvals and recruitment affecting the U.S. factory's production timeline [4]
洁雅股份(301108) - 2025年9月15日 投资者关系活动记录表（2025年安徽辖区上市公司投资者网上集体接待日活动）