东方锆业(002167) - 东方锆业调研活动信息

Group 1: Company Overview and Market Outlook - The company believes that the long-term positive fundamentals of the macro economy will not change, driving continuous growth in traditional application market demand and expanding emerging application fields for zirconium products [2] - The global zirconium industry is expected to have significant development space in the future, with an overall market growth trend [2] Group 2: Financial Performance and Challenges - In the first three quarters, the company's operating income and net profit attributable to shareholders increased by 2.87% and 34.14% respectively compared to the same period last year [4] - The third-quarter performance decline was attributed to the impact of COVID-19, geopolitical conflicts, and decreased consumer confidence, affecting demand and order execution [4] - The company's operations showed signs of recovery in October, with plans to enhance technical management and production efficiency [4] Group 3: Industry Policies and Strategic Response - Recent policies from the National Medical Insurance Bureau regarding dental implant services are expected to drive rapid development in the dental implant industry, with an anticipated increase in market penetration [4] - The company plans to expand its dental implant raw material production capacity in response to policy guidance and strategic planning [4] Group 4: Product Development and Market Demand - The company's high-purity ultra-fine zirconia is used as an additive in ternary lithium batteries, with sales expected to reach around 1,000 tons in 2022, up from 780 tons in 2021 [5] - The demand for zirconia is projected to surge with the development of solid-state batteries, significantly increasing the company's business scale and profitability [5]