兄弟科技(002562) - 2014年6月27日投资者关系活动记录表

Group 1: Vitamin Overview - Vitamin consumption structure is stable across feed, pharmaceuticals, cosmetics, and food and beverage sectors, with developed countries having higher addition ratios compared to developing countries, which show greater growth potential [1][2] - Global demand for Vitamin B1 is between 7,500 to 8,000 tons, primarily used in feed, food, and pharmaceuticals; competitors include Hubei Huazhong and Jiangxi Tianxin [2] - The company is the largest global producer of Vitamin K3, with advanced production facilities ensuring high product yield and quality, and stable market demand due to low addition ratios in feed [2] - The global market capacity for Vitamin B3 is approximately 50,000 to 60,000 tons, with the company ranking among the top four in market share; expected economic benefits from capacity release in 2014 [2] Group 2: Leather Chemicals Project - The company's leather additives are non-standard products with a wide variety and significant market potential, maintaining stable profits and being a key development focus [2] - The company aims for import substitution in high-end leather additives, supported by its own R&D center and a professional technical service team providing comprehensive process solutions [3]