GTIG(SZ:002091)2022-12-03 09:11Group 1: Company Overview - Jiangsu Guotai International Group's main business involves supply chain services and chemical new energy [2][3] - The company has strong supply chain management capabilities, with hundreds of professional teams closely communicating with over 10,000 domestic and international suppliers, creating value for more than 5,000 clients [3] Group 2: Business Operations - The wholly-owned subsidiary, Jiangsu Ruitai New Energy Materials Co., Ltd., serves as the development platform for the company's chemical new materials and new energy business [3] - The company provides comprehensive supply chain value-added services, including product design, supplier selection, raw material procurement, production management, logistics, and customs clearance [4] Group 3: Market Challenges and Strategies - The impact of the US-China trade tensions on the company is currently minimal, but the company is closely monitoring the situation and actively responding [4] - Strategies to enhance competitiveness include refining supply chain processes, improving R&D capabilities, and strengthening the large client strategy to increase product value and bargaining power [4] - The company is expanding its global supply chain by establishing overseas institutions in key markets such as the US, EU, Japan, and Hong Kong [4] Group 4: Product and Client Structure - The lithium battery electrolyte market is becoming increasingly competitive, but the company maintains a strong position due to its high-end product positioning and significant R&D capabilities [5] - The client structure primarily consists of international brands and well-known domestic brands, selected based on their creditworthiness, financial status, and alignment with the company's strategic direction [5]