OrientZirconic(002167)2022-11-21 16:10Group 1: Company Performance - The company's capacity utilization rate increased by approximately 10% to 15% compared to the same period last year [1] - The company has sufficient orders on hand, with most products' orders scheduled until the end of October [1] Group 2: Market Trends - The price of zircon-related products is currently rising due to strong downstream demand, particularly from the construction and ceramics industries [1][2] - The supply of zircon sand is tight, contributing to the increased demand for zircon products [2] Group 3: Project Updates - The Mindarie heavy mineral project is progressing steadily, with an expected annual production of 120,000 tons of heavy minerals [2] - The WIM150 project is being reactivated in Australia, with plans to attract new investors and explore financing options [2] Group 4: Revenue Goals and Strategy - The company aims to achieve a revenue target of 4 billion yuan during the 14th Five-Year Plan period, focusing on upstream, midstream, and downstream development [2] - Upstream revenue is primarily from titanium concentrate sales, estimated at around 400 million yuan, while midstream revenue is expected to increase to approximately 3 billion yuan after expanding main products [2] Group 5: Pricing Strategies - Due to rising raw material prices, the company plans to increase the price of chlorinated zircon products by 3,000 yuan per ton and zirconia products by 10,000 yuan per ton, with other zircon series products seeing a price increase of 15% [2][3] - The pricing mechanism for zircon processing products is market-driven, with special pricing for customized orders [3]