尤夫股份(002427) - 2015年1月8日投资者关系活动记录表

Group 1: Production Capacity - The company's current production capacity for polyester industrial filament is 240,000 tons/year, which includes the original capacity of 70,000 tons/year, the first phase of a 200,000 tons/year project (140,000 tons/year), and the capacity of its wholly-owned subsidiary, Huzhou Youfu Industrial Fiber Co., Ltd. (30,000 tons/year) [2][3] Group 2: Product Types and Profitability - The polyester industrial filament products include ordinary filament, differentiated filament, and functional filament, with functional and differentiated filaments generally having higher profit margins than ordinary filament [3] Group 3: Polyester Chip Capacity - The company's polyester chip capacity is 200,000 tons/year, with most of it being self-used and a portion sold externally [3] Group 4: Pricing Strategy - The pricing strategy varies by product type: ordinary filament prices fluctuate with raw material prices, while differentiated and functional filaments have stronger pricing power [3] Group 5: Market Outlook - The year 2014 is viewed as a recovery period for the polyester industrial filament industry, with market conditions being relatively favorable due to supply and demand dynamics [3] Group 6: Impact of Oil Price Changes - The impact of falling oil prices on the company is limited due to the following reasons: 1. Product pricing lags behind PTA and PET pricing 2. Consumer psychology tends to suppress demand during price declines, and financial benefits may not be reflected immediately in financial statements [3] Group 7: Hedging Activities - The company engages in hedging activities, although infrequently, with relevant disclosures included in periodic reports [4] Group 8: Non-Public Offering Progress - The company submitted its non-public offering application materials to the China Securities Regulatory Commission on December 26, and the application has been accepted [4]