HCLC(SZ:002344)2022-12-06 09:42Group 1: Company Growth and Market Potential - The first-year rental pricing for the new Haining Phase VI wholesale center is low, indicating significant potential for rental increases [1] - The opening of the subway in Wuhan and improvements in the surrounding environment will enhance market rental potential [2] - The company plans to combat counterfeit markets and is considering self-built and acquisition strategies for new rehabilitation hospital projects, expected to open after New Year due to renovation [2] Group 2: Profit Trends and Industry Insights - The company's profits have stabilized after a decline, primarily due to the completion of real estate projects and the expiration of rental rights fees [2] - The leather industry is cyclical and heavily influenced by supply and demand dynamics, with raw material prices having adjusted over the past three years, suggesting a potential rebound [2] - The company's property assets are recorded based on construction costs, with rental income being the primary revenue source, influenced by the leather industry's development [2] Group 3: Market Dynamics and Future Projections - The performance of merchants will impact the number of merchants entering the market, as it is driven by industry demand and merchant capabilities [3] - The rental situation for the following year will depend on the market performance during peak months of November, December, and January [3]