WOER(SZ:002130)2022-12-07 08:21Group 1: Company Development Strategy - The company emphasizes the development of new materials and products driven by customer demand, actively promoting new energy projects in wind power [2] - Automation in production is being implemented to reduce labor costs, with a focus on new materials and new energy as the main development lines [2] Group 2: Market Position and Competition - The company views its investment in Changyuan Group as a long-term investment, with short-term stock price fluctuations having minimal impact [2] - The company is the largest shareholder of Changyuan Group but not the controlling shareholder, thus not required to resolve competition issues immediately [3] Group 3: Management Incentives - The company has implemented a stock incentive plan for senior management and key technical personnel to enhance motivation and operational efficiency [3] - A performance evaluation system links compensation to work performance, promoting accountability among management [3] Group 4: Industry Regulations and Product Standards - Currently, there are no mandatory standards for wire selection in the country, but new standards are being promoted to increase the lifespan of wires to 70 years [4] - The company's products, such as Fusheng wires, are approximately 10% more expensive than traditional PVC wires but offer significant improvements in lifespan and safety [4] Group 5: Product Development and Market Trends - The company’s ceramic silicone rubber can withstand temperatures up to 600 degrees Celsius and transform into ceramic, with applications in fire-resistant cables and transportation [4] - The price of heat shrink products has increased, but this has not significantly affected the company's market share [4] Group 6: Sales Channels - The company is enhancing its online and offline sales platforms, although challenges remain in online sales for industrial products, leading to a primary focus on offline sales [5]