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双箭股份(002381) - 2015年11月19日投资者关系活动记录表
DOUBLE ARROWDOUBLE ARROW(SZ:002381)2022-12-07 08:38

Group 1: Company Overview - The main business of Zhejiang Shuangjian Rubber Co., Ltd. is the production and sales of rubber conveyor belts, which are the second largest segment in the rubber products industry after tires [3] - Conveyor belts are essential for material transportation in various industries, including steel, cement, coal, ports, and power plants [3] - The company is a leading player in the niche market, with stable revenue growth in recent years [3] Group 2: Market and Business Expansion - The market for rubber conveyor belts is limited, prompting the company to plan for a capital increase to expand into conveyor systems [3][4] - The company aims to integrate conveyor belts and systems to enhance synergy within the material transportation sector [4] Group 3: Elderly Care Business - The company is exploring the elderly care service sector, which is gaining popularity but lacks a mature profit model in China [4] - The current elderly care facility, Tongxiang Heji Nursing Home, operates under a public-private partnership model, focusing on both light and heavy asset management [4][5] - The facility has approximately 70 residents, and achieving a 70% occupancy rate is necessary for breakeven [5] Group 4: Future Plans and Industry Insights - The elderly care business is still in its developmental phase and currently contributes a small percentage to the company's revenue [7] - The company recognizes the potential of the elderly care industry, which is becoming a national strategic focus, and anticipates a shift in public perception towards accepting nursing homes [7][8] - The company believes that adopting a corporate structure for elderly care facilities can attract private capital and accelerate development [8]