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02285CHERVON(02285) 华泰期货·2024-05-13 03:51

Summary of Conference Call Notes Industry or Company Involved - The discussion revolves around the impact of US-China trade uncertainties on the company's operations and strategy Core Points and Arguments - The management is addressing the risks associated with the current uncertainties in US-China trade relations, indicating that these factors are being closely monitored [1] - There is a strategic goal to increase the share of overseas production capacity to over 30% within the next three years, highlighting a shift in operational focus [1] - Concerns were raised regarding potential tendencies from downstream customers to prioritize supply security, which may influence order placements [1] Other Important but Possibly Overlooked Content - The management's response to the trade uncertainty reflects a proactive approach to risk management and operational adjustments [1]