Group 1: Business Operations and Strategies - The company is implementing cost-reduction measures and enhancing product quality to cope with intense market competition, aiming for a production capacity of 60,000 tons annually [1] - The BOPET packaging film project is facing fierce competition, prompting the company to develop four new product series to increase technical content and product added value [2] - The company has established a stable market share in the traditional plastic film industry and is gradually shifting towards high-tech and new material films due to overcapacity and declining profit margins [2][6] Group 2: Product Development and Market Expansion - The company has successfully developed and recognized a 2.8-micron ultra-thin metalized film, becoming the first domestic manufacturer to produce it in bulk [3] - The lithium battery separator and other new energy materials have begun small-scale market entry, with the company optimistic about future prospects in this field [3] - The company is actively pursuing new product launches, including several games, with the first game "The Great Master" launched in late 2014 and performing well against forecasts [5] Group 3: Future Development and Strategic Goals - The company aims to maintain its core business while actively promoting transformation and upgrading towards high-tech fields, with a focus on new energy materials and cultural gaming industries [6] - The strategic plan includes differentiating traditional products in a competitive market, positioning new energy materials as a core business, and seeking new economic growth points [6] - The company emphasizes strict adherence to information disclosure regulations to ensure transparency and fairness in its operations [6]
大东南(002263) - 2015年5月19日投资者关系活动记录表