路德环境(688156) - 2022年6月投资者关系活动记录表

Group 1: Company Overview - Luther Environmental Technology Co., Ltd. is listed under stock code 688156 [1] - The company focuses on the comprehensive treatment and resource utilization of high-water-content waste [3] Group 2: Investor Relations Activities - Investor relations activities were conducted from June 17 to June 28, 2022, including online meetings and discussions with various investment firms [2][3] - Key participants included the Chairman and General Manager, Ji Guangming, and the Deputy General Manager and Board Secretary, Liu Jing [3] Group 3: Capital Increase and Business Model - The company has approved a private placement of shares to its actual controller, Ji Guangming, as of June 2, 2022 [3] - The company aims to convert brewery wastewater into functional feed, highlighting the high nutrient content of the wastewater [3] Group 4: Production Capacity and Strategic Planning - Projected production capacity for the company's fermented feed from liquor waste is expected to reach 170,000 tons in 2022, 220,000 tons in 2023, and 300,000 tons in 2024 [4] - The company plans to deepen its investment in the core production areas of liquor and expand into other organic waste resource utilization [4] Group 5: Procurement and Pricing Strategy - The procurement price of liquor waste is influenced by supply and demand, with lower prices during the peak waste disposal season from July to November [4] - The company employs long-term supply agreements and public bidding for procurement, ensuring competitive pricing [4][5] Group 6: Competitive Advantages - The company has 23 authorized patents, including 5 invention patents, and over 20 pending patents [5] - Strategic partnerships with major liquor producers secure a stable supply of liquor waste, which is crucial due to its high moisture content and short shelf life [5] Group 7: Cost Structure - The main costs for the fermented feed business include liquor waste procurement, labor, fuel, and depreciation [6] - The average procurement cost per ton has remained stable over the past three years, while labor costs have decreased due to increased production volume [6]