WBDE(SZ:002082)2022-12-08 08:34Group 1: Company Overview - The main business of Zhejiang Dongliang New Materials Co., Ltd. consists of profiles and panels, with profiles outperforming panels due to the rapid development of electronic reading and the shrinking paper media market [1] - The company has a stable distribution team for profiles, and despite the impact of real estate policies, the overall effect on the company is relatively small due to cost reduction and adjustment of distribution strategies [1] Group 2: Product Differentiation - Liyuan Precision's products are mainly industrial profiles used in rail transit, which belong to the current high-speed rail concept stocks, while the company's products focus on construction profiles and PS aluminum plates [1] Group 3: Future Development and Innovation - The company is currently not considering diversification into new material projects but is open to good projects that can inject new momentum into the enterprise [2] - The management is interested in projects that can derive from upstream and downstream enterprises, which are relatively innovative and easier to connect from both professional and management perspectives [2] Group 4: Automation and Cost Control - The company has introduced a three-dimensional warehouse system this year to rationally and effectively control inventory, further reducing costs and enhancing management levels [2] - Effective cost control is a competitive strategy, especially given the transportation radius limitations of profile products [2]