Group 1: Financial Performance - The third quarter gross margin declined due to a shrinking demand in the industry, leading to a performance drop [2] - The company experienced a significant order recovery starting from the second half of the year after a slow first half [2] Group 2: Strategic Measures - The company is focusing on both revenue generation and cost reduction strategies, including exploring new application areas and establishing strategic partnerships with suppliers like Baosteel and Wanhua to lower production costs [2] - The company is actively expanding its overseas market presence, with notable progress in Indonesia and Singapore, utilizing a combination of distribution and direct sales models [2] Group 3: Partnerships and Collaborations - The company provides maintenance materials for Tesla's super factories and energy storage plants, leveraging its prefabricated building advantages [3] - There is a long-standing cooperative relationship with Iceberg Cold Chain, where both companies complement each other's services [3] Group 4: Market Management - The company's product sales exhibit seasonal characteristics, with December typically accounting for 40%-50% of annual sales, which minimizes the impact of order fluctuations on management [3] - The company is currently focused on deepening its development in cold storage and building insulation, while also considering expansion into other industries [3] Group 5: Future Plans - The company is monitoring investment and acquisition opportunities within the industry chain and is actively researching suitable projects [3]
晶雪节能(301010) - 2025年12月16日投资者关系活动记录表