JIAXIN SILK(SZ:002404)2022-12-08 08:12Group 1: Company Strategy and Development - The company's future development strategy focuses on "modern service industry as the leader, with real industry as the foundation, diversified layout, and specialized operation" for the next three years [1] - The company has a high proportion of foreign trade, and the depreciation of the RMB has positively impacted its foreign trade business in the first half of the year [2] Group 2: Impact of External Factors - The company has a long industrial chain that mitigates the impact of rising raw material prices through upstream and downstream product connections [2] - The overall effect of rising raw material prices on the company's performance is limited due to effective communication with customers and adjustments in product composition [2] Group 3: Brand and Asset Management - The "Jin San Ta" brand primarily operates online and has maintained rapid growth in recent years, while the "Dai Sha" brand is steadily developing offline with expanding influence [2] - The company has approximately 35,000 square meters of property for lease and sale, with significant appreciation in land value for its old factory area and industrial park [2] Group 4: Investment Considerations - The investment in Ningbo Shijie New Energy is driven by a strong technical team and significant potential for product development and capacity expansion, with a possibility of going public when the timing is right [2]