LIANHE TECHNOLOGY(SZ:002250)2022-12-04 09:46Group 1: Company Overview and Strategy - The company focuses on customer-oriented service quality and aims to excel in every aspect of its business [1] - It has developed a comprehensive capability in the drug commercialization process, which is crucial for client satisfaction [2] - The company has made significant advancements in modern chemical reaction production technology, ensuring safety, efficiency, and cost-effectiveness [2] Group 2: Client Base and Market Strategy - The company primarily targets large international pharmaceutical companies and plans to continue strategic collaborations with them [2] - There is an intention to also engage with promising small and medium-sized clients to expand the customer base [2] - The company maintains long-term communication and collaboration with several well-known international pharmaceutical firms [2] Group 3: Operational Updates - The company has invested in the construction of the Linhai project, focusing on general production and environmental facilities [2] - The UK subsidiary is currently under integration, facing short-term operational pressures but expected to enhance market competitiveness in the long run [3] - The company has not received formal documents regarding the resumption of operations for its Jiangsu factories, leaving the timeline uncertain [3] Group 4: Performance Metrics - The Taizhou operation has seen rapid growth due to increased production line utilization and a rise in high-value product orders [3] - The company's gross margin is expected to remain stable, influenced by the CMO/CDMO business model and cost fluctuations [3]