集友股份(603429) - 集友股份关于接待机构调研情况的公告

Group 1: Company Strategy and Goals - The company aims to become a leading professional packaging printing enterprise in China, focusing on tobacco packaging materials, specifically cigarette wrapping paper and cigarette labels [2] - The demand for cigarette labels is approximately ten times that of cigarette wrapping paper in terms of value, making it a key area for market share growth [2] Group 2: Cigarette Label Business Development - The company has successfully won bids for cigarette labels from multiple tobacco companies, including Yunnan, Shaanxi, and Hubei, indicating a solid foundation for expanding this business [3] - In 2022, the company anticipates significant growth in production and sales compared to 2021, as it actively participates in various bidding processes [3] Group 3: Pricing and Product Mix - The average price of the company's cigarette labels has followed the industry trend of declining prices, with a focus on mid-to-high-end products [3] - New products account for approximately 20% of the company's total offerings, contributing positively to profit growth [3] Group 4: Impact of Raw Material Costs - Rising raw material costs have affected the company's operations, but measures have been implemented to mitigate these impacts, including increased inventory and optimization of production processes [3] Group 5: Electronic Cigarette Regulations - New regulations for electronic cigarettes are expected to benefit the industry by promoting orderly and healthy development, with the company committed to complying with these regulations [4] - The company is currently using custom-processed equipment for solid-state electronic cigarettes and will ensure compliance with new regulatory requirements [4] Group 6: Sales Channels and Future Expectations - The company has established exclusive regional agents in various cities for its electronic cigarette brand, which will transition to service providers post-regulation implementation [5] - If the company successfully obtains an electronic cigarette license, significant revenue growth is anticipated, positively impacting overall profitability [5]