ZDG(SZ:000906)2022-11-11 00:22Group 1: Company Financials and Market Conditions - The convertible bond project is still in the preparation stage, with potential impacts on mid-term profits expected by the end of 2023 or early 2024 [1] - The revenue growth rate of supply chain enterprises has slowed down, indicating a shift from scale pursuit to profitability focus [1][2] - The overall economic environment has led to a significant decline in real estate construction, estimated at about 60-70% of normal levels, impacting business operations [2] Group 2: Risk Management and Operational Strategies - Emphasis on risk management culture is crucial, with a focus on serving real industries and clients to mitigate risks [3] - The company adopts a stable profit model, prioritizing service to industries rather than relying on market fluctuations for profit [3] - Strategies for managing price volatility include order-oriented business models, strict customer credit assessments, and a national logistics network for effective risk control [3] Group 3: New Energy Sector Development - The new energy sector is rapidly growing, with the company leveraging its understanding of the industry to provide integrated supply chain services [4][5] - Key competitive advantages in the new energy sector include a deep understanding of the industry, established service products, and a strong logistics network [4][5] - The market for new energy, including solar and wind power, is estimated to be around 10 trillion, with the company planning to increase its investment in this area [6] Group 4: Supply Chain Management Challenges - New energy companies face significant supply chain management challenges, particularly in component pricing and inventory management [5] - The company offers comprehensive supply chain management solutions to help clients optimize costs and improve efficiency [5] - Compared to other supply chain companies, the company provides integrated services that include procurement, storage, transportation, and financial services [5] Group 5: Future Plans and Market Expansion - The company is focused on expanding its presence in the overseas solar market, addressing brand certification and policy risks [7] - Plans include establishing a comprehensive energy management system for solar storage stations to enhance operational efficiency [7] - The company aims to become a leading integrated service provider in the new energy industry, with a commitment to adapting to market changes and customer needs [6][7]