西大门(605155) - 2023年09月27日投资者关系活动记录表

Group 1: Business Operations - The company's soft decoration business includes a significant portion of window decoration products, which differ from traditional curtain products by offering enhanced functionality such as insulation, heat resistance, fireproofing, waterproofing, antibacterial properties, and UV protection [2] - The heat insulation feature effectively reduces air conditioning energy consumption, while the light adjustment capability allows for natural light capture to save lighting energy [2] Group 2: Raw Material Impact - The main raw materials required by the company are polyester fiber, water-based acrylic emulsion, and PVC, with current prices for raw materials and bulk commodities remaining stable, indicating no expected price changes for the company [2] Group 3: Profit Growth Analysis - The profit growth rate from January to August is lower than the revenue growth rate due to the initiation of an equity incentive program in the third quarter, which requires a portion of profits to be allocated for this program [2] Group 4: Competitive Advantages - Compared to large foreign shading companies, the company benefits from a fully integrated production chain, allowing for one-stop procurement of over a thousand shading products, which provides advantages in pricing and service experience [3] Group 5: Future Development Strategy - The company plans to continuously expand its indoor and outdoor shading fabric market, enhance employee motivation through equity incentive policies, and improve production technology and processes while focusing on detail to reduce production costs and save energy [3]