黑猫股份(002068) - 黑猫股份调研活动信息

Group 1: Company Overview - The company, Jiangxi Black Cat Carbon Black Co., Ltd., has established itself in the production, research, and sales of carbon black since its inception [1] - It has built eight large-scale carbon black production bases across China, achieving a production capacity increase from 8,000 tons to over 1 million tons [2] Group 2: Competitive Advantages - The company possesses several competitive advantages, including scale, technology, resource utilization, production layout, brand, and supply chain advantages [2] - The domestic production base layout includes locations in Jiangxi, Liaoning, Shaanxi, Shanxi, Inner Mongolia, Hebei, and Shandong [2] Group 3: Performance Improvement Measures - In response to a decline in performance due to the COVID-19 pandemic, the company has implemented various measures to improve its situation, such as enhancing management efficiency and reducing costs [2] - The company is focusing on market analysis, optimizing product structure, and upgrading products to avoid homogenization competition [2] - Continued emphasis on safety and environmental protection while increasing production capacity to achieve scale effects [2]