Azure(SZ:002245)2022-12-08 08:14Group 1: Company Operations - The company primarily delivers steel and aluminum plates through active logistics and entrusted logistics distribution [1] - The production bases are located in Jiangsu Zhangjiagang, Guangdong Dongguan, and Shanghai, with stable operational conditions [1] - The total volume of metal logistics processing and distribution has increased compared to the previous year, mainly due to the rise in entrusted business volume from Shanghai [1] Group 2: LED Business Development - Currently, 20 MOCVD machines have achieved mass production, with a monthly chip production capacity of 100,000 pieces (equivalent to 2-inch chips) [3] - The second phase of the LED project is under construction, with equipment expected to be gradually put into operation by the second half of next year if progress is smooth [3] - The company plans to enhance R&D investment and may consider acquisitions or extending into upstream and downstream industries to strengthen the LED business [3] Group 3: New Projects - The Yangzhou facility has completed personnel recruitment and raw material procurement, with the hot-dip galvanizing production line set to commence soon [3] - The company has adhered to regulations during investor communications, ensuring no significant undisclosed information was leaked [3]