Group 1: Company Overview and Performance - Joyful Intelligence has achieved profitability in the third quarter, with revenue showing a certain degree of increase compared to the same period last year, driven by strong customer trust [2] - The company is actively assisting downstream clients in product development, cost reduction, and market expansion to further increase market share [2] Group 2: Advantages of Circular Packaging - Circular packaging can be reused multiple times, resulting in lower single-use costs compared to traditional disposable packaging [3] - Customizable product features such as anti-shedding, dustproof, and flame-retardant properties enhance the protection of client components and improve storage and transportation efficiency [3] - At the end of the product's life cycle, circular packaging can be recycled to manufacture new products, offering stronger environmental benefits [3] Group 3: Client Adoption of Rental Models - Clients prefer the rental model due to lower initial investment, more controllable risks, and easier management compared to outright purchase [3] - The company incurs significant initial equipment investment, but costs decrease with multiple cycles of use, leading to continued profitability after depreciation [3] Group 4: Development in the Home Appliance Sector - Joyful Intelligence has expanded from refrigerator compressor circular packaging to the air conditioning compressor market, establishing a circular packaging operation system between clients and suppliers [3] - The stable market conditions in the home appliance sector are beneficial for the company's growth, with ongoing efforts to penetrate other core components like motors and control panels [3] Group 5: Industry Positioning and Future Growth - Under the national "dual carbon" policy, the company has established a strong influence in the circular packaging sector for automotive and home appliance industries, building a positive brand image among clients [3] - Future plans include increasing penetration in industries such as fresh produce, express logistics, and the wine industry, where initial partnerships have been formed to create new growth points [3]
喜悦智行(301198) - 2025年11月18日投资者关系活动记录表