TonyShare(BJ:839167)2023-03-06 11:44Group 1: Company Overview - The company received 9 institutional investors for a research meeting on March 2, 2023 [2] - The meeting was held in the company's conference room and included representatives from various financial institutions [2] Group 2: Production Capacity - As of the end of 2022, the company's production capacity was approximately 18,000 tons, with expansion plans dependent on downstream development [3] Group 3: Product Shipment and Sales - In 2022, the total shipment of SMBB and MBB welding strips accounted for about 60% of the total shipments, with over 70% being MBB welding strips [4] - The company expects a gradual decrease in the shipment proportion of MBB welding strips and an increase in SMBB welding strips in 2023 [4] - The top five customers accounted for over 90% of the company's sales in 2022, indicating a high customer concentration [6] Group 4: Pricing and Quality - The pricing strategy is based on a cost-plus model, with prices calculated based on the material costs on the order date plus processing fees [6] - The expected yield for the 0.22 and 0.18 specifications of SMBB welding strips is projected to reach over 90% after bulk supply [7]