Peric Special Gases (SH:688146)2024-01-18 10:10Group 1: Company Overview - The company is 中船（邯郸）派瑞特种气体股份有限公司, with stock code 688146 [1] - The meeting was held on January 17, 2024, in Beijing [2] Group 2: Customer Relations - 长江存储 is identified as an important customer, with ongoing production and operational status [3] - The company aims to provide high-quality products and services to its customers [3] Group 3: Project Updates - The annual production project of 735 tons of high-purity electronic gases reached the intended usable status in September 2023 [3] - The projects for 3,250 tons of trifluoride, 500 tons of bis(trifluoromethylsulfonyl)imide lithium, and 1,500 tons of high-purity hydrochloric acid expansion are expected to reach intended usable status by December 2023 [4] Group 4: Market Dynamics - The company has adjusted the sales prices of some mature products to enhance market competitiveness [4] - The sales price for high-value products in niche markets remains stable, with plans to adjust prices as market demand recovers [4] Group 5: Revenue Breakdown - As of September 2023, overseas sales accounted for approximately 20% of total revenue, showing a continuous upward trend [5] - The integrated circuit industry contributes 60% to the company's sales revenue, while the display panel industry accounts for 25%-30% [5] Group 6: Inventory and Supply Chain - The company has established seven storage bases in domestic customer concentration areas to enhance supply capabilities [5] - The company employs lean management to align production with customer demand, ensuring timely response to customer needs [5] Group 7: R&D Directions - The company focuses on electrolytic fluorination technology to address critical technology issues in the electronic gas industry [5] - Increased R&D investment is aimed at achieving self-sufficiency in the electronic gas sector [5]