海翔药业(002099) - 2018年5月30日投资者关系活动记录表
HISOARHISOAR(SZ:002099)2022-12-03 09:54

Group 1: Project Developments - The Taizhou Qianjin 15,500 tons dye project has commenced construction and will introduce multiple active dye varieties upon completion [2] - The new dye project extends the company's advantages in dye intermediates downstream, with new products having a complete industrial chain [2] Group 2: Market Trends - Recent price increases in the dye industry are attributed to factors such as reduced customer inventory, environmental regulations causing some manufacturers to halt production, and rising intermediate prices, ultimately reflecting changes in market supply and demand [2] Group 3: Company Operations - Ouhua Chemical's temporary shutdown was due to high hazardous waste storage, with ongoing efforts to manage waste and gradually resume production [2] - The pharmaceutical segment has seen limited revenue growth, but product structure optimization continues, enhancing profitability [2] - The Penam series has shifted from primarily selling intermediates to focusing on raw materials, with continuous improvement in gross margins [2] Group 4: Strategic Plans - The company is exploring acquisition opportunities in both the pharmaceutical and dye sectors, focusing on targets that align with its upstream and downstream industrial chain [3]