GJNY(SZ:000096)2022-12-08 02:24Group 1: Company Operations - The liquid chemical storage area is located in Qianhai, currently classified as hazardous warehouse land, with future changes uncertain until formal planning is released [2][3] - The company continues to operate its liquid chemical storage despite challenges, as halting operations would lead to greater losses [4] Group 2: Financial Performance - The Ma Wan power plant remains stable due to low coal prices, while the Shen Nan power plant has faced continuous losses due to a shift in the economic model and increased operational costs [3] - The company has effectively managed low inventory during the drop in international oil prices by adopting a sell-first, buy-later strategy, ensuring profitability [3] Group 3: Market Strategy - The opening of refined oil import rights provides the company with additional channels, but cost comparisons with current distributors depend on specific policies and conditions [3] - The company has not yet implemented stock incentives or actively pursued new industries, but remains open to opportunities in emerging sectors [4][5] Group 4: Future Considerations - The impact of new energy vehicles on the company's gas stations is being considered, but no immediate effects have been observed [4] - The company is interested in potential mergers in the new energy materials sector, contingent on financial and talent resources [5]