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双箭股份(002381) - 2015年11月13日投资者关系活动记录表
DOUBLE ARROWDOUBLE ARROW(SZ:002381)2022-12-08 01:26

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 industry in rubber products after tires [3] - Conveyor belts are widely used in industries such as steel, cement, coal, ports, and power plants, and have a stable market demand due to their consumable nature [3] Group 2: Financial Performance - The sales volume of conveyor belt business has maintained stable growth, but the company's revenue has decreased due to a reduction in product prices alongside falling raw material costs [4] - The company raised funds of 476 million CNY through a private placement of 77.5 million shares, with 336 million CNY allocated for acquiring a 58% stake in Beijing Yoki and 140 million CNY for working capital [4] Group 3: Market Potential - The market demand for conveyor belts is limited, but the overall material handling system has a market space exceeding 100 billion CNY, and the acquisition opens up development opportunities for the company [4] Group 4: Elderly Care Business - The elderly care service industry is currently popular, and the company is cautiously exploring this sector, using Tongxiang Heji Nursing Home as an experimental center for private elderly care service models [4] - The company estimates that achieving a 70% occupancy rate at Heji Nursing Home will lead to a break-even point [5] Group 5: Expansion and Strategy - The company is considering expansion based on the development of Heji Nursing Home, with no policy barriers for establishing nursing homes in other locations [6] - The management team is leveraging guidance from Shanghai Hongri to ensure standardized operations and training in elderly care [6] Group 6: Cost Structure and Challenges - The cost structure of the nursing home includes initial property purchase and renovation, with ongoing costs primarily related to labor [5] - The nursing home faces competition from lower-cost government-run facilities, but emphasizes the quality of service as its competitive advantage [6]