尤夫股份(002427) - 2015年3月5日投资者关系活动记录表

Group 1: Company Overview - The company has a polyester industrial filament production capacity of 240,000 tons per year, which includes 70,000 tons from original capacity, 140,000 tons from the first phase of a 200,000-ton project, and 30,000 tons from its wholly-owned subsidiary [2] - The company’s polyester industrial filament products are widely used in various industries, including agriculture, industrial transportation, infrastructure, environmental protection, construction, automotive manufacturing, advertising, and leisure [3] Group 2: Market Conditions - In 2014, the company achieved a balance in the production and sales of polyester industrial filaments [3] - The downstream demand for polyester industrial filaments is expected to grow steadily at a rate of approximately 15% per year, although this growth is influenced by the broader economic environment [3] Group 3: Raw Material Pricing - The company’s raw material prices fluctuate positively with oil prices, and the impact of falling oil prices on the company's performance is minimal due to several factors [3] - Positive aspect: Product pricing lags behind PTA and PET pricing [3] - Negative aspects: Consumer psychology tends to buy on the rise rather than the fall, which may suppress market demand; financial performance effects may lag during price declines [3] Group 4: Corporate Governance - As of the date of the report, the company has not received any notification regarding the controlling shareholder's intention to reduce their holdings [4] - The company plans to introduce equity incentives when appropriate [4]