Vontron Technology(SZ:000920)2022-12-19 08:52Group 1: Membrane Business Insights - The key raw materials for the membrane business are primarily imported, with some domestic sources, and the company is actively promoting diversification and localization of supply channels [1] - The household membrane market is highly competitive, showing a trend of slowing growth, while the industrial membrane sales maintain double-digit growth [1][2] - The company is positioning itself in the lithium extraction from salt lakes, with ongoing business development in this area [1][2] Group 2: Plant Fiber Business and Market Outlook - The plant fiber business and membrane business appear unrelated, but both are material manufacturing sectors, with the company optimistic about diversified fields like basic materials [2] - The market size of the mattress industry in China is large, but competition is fierce; the company has a competitive advantage in palm fiber as a leading material, though future growth is uncertain due to consumer demand and real estate market conditions [2] - The company will focus on its core membrane business in the future, promoting membrane separation technology across various fields and extending the industrial chain [2]