沧州明珠(002108) - 2015年5月8日投资者关系活动记录表

Production Capacity - The current production capacity of the company is approximately 10.5 million tons [2] - The production capacity in Wuhu is about 3 million tons [5] - The company has increased sales efforts for water supply pipes since 2012, leading to a gradual increase in sales proportion [3] Product and Market Information - The company’s gas pipes are primarily used in gas networks, showing stable annual growth, while the water supply pipe market is larger [3] - The company’s products are currently in a balanced state of production and sales [3] - The company produces multilayer lithium-ion battery separators [6] Expansion and Strategic Planning - The company has no large-scale expansion plans at the moment [4] - The establishment of a factory in Chongqing aims to enhance market competitiveness and address transportation issues [3] - The company considers strategic layout and potential production expansion based on seasonal sales and production conflicts [4] Financial Performance and Pricing - The average price of lithium-ion battery separators is approximately 4.5 yuan per square meter [7] - The expected production and sales volume of separators in 2015 is 38 million square meters [6] - The company’s BOPA film is positioned for consumer products, with a market demand of around 100,000 tons [7]