DOUBLE ARROW(002381)2022-12-03 08:56Group 1: Company Overview - The company is Zhejiang Shuangjian Rubber Co., Ltd., with the stock code 002381 [1] - The company is involved in the construction of a 22-kilometer cement clinker conveyor line, which is the longest logistics conveyor belt in China [3] Group 2: Investment and Cost Efficiency - The conveyor line construction cost is approximately 520 million CNY [3] - The new conveyor line can reduce transportation vehicle trips by about 2,400 per day, saving transportation costs by approximately 50% [4] Group 3: Product Pricing and Market Competition - The total cost of the conveyor belt for the Southern Cement project is around 40 million CNY, with prices varying significantly based on specifications [3] - Currently, only two major foreign companies and the company are producing long-distance conveyor belts [3] Group 4: Production Capacity and Industry Trends - The company's current production capacity is approximately 50 million square meters per year, with a new production line of 10 million square meters for steel wire core conveyor belts under construction [4] - There is limited expansion among competitors, primarily focusing on low-end products [4]