WINBASE(SZ:002492)2022-11-21 15:40Group 1: Industry Insights - The contract price in the warehousing industry is influenced by various factors, including the location of the warehouse, service coverage depth, and the willingness of trade-related customers to store goods [1] - The petrochemical warehousing logistics industry is closely related to the petrochemical sector and has a high correlation with the macroeconomic situation in China [1] - The pricing standards for warehousing services need to be adjusted in real-time based on industry conditions and customer demand for storage tanks [1] Group 2: Company Operations - The company currently has 165 self-built storage tanks with a total capacity of 1.0407 million cubic meters [3] - The storage tank distribution includes 60 tanks in Zhuhai (capacity: 613,000 m³), 71 tanks in Yangzhou (capacity: 417,500 m³), and 34 tanks in Wuhan (capacity: 10,200 m³) [3] - There are plans to increase storage capacity by 100,000 cubic meters based on customer demand and available land reserves in Zhuhai [3] Group 3: Investment and Financial Strategy - The company has invested approximately 92 million RMB in three phases of a health fund, which is currently in the investment phase and will not impact profits in the short term [3] - The scale of supply chain management and related businesses currently accounts for less than 2% of the company's revenue and net profit, thus not significantly affecting overall performance [3] - The company plans to invest 50 million RMB in the establishment of Junan Life Insurance, aiming to diversify income sources and provide new growth points for profits [4] Group 4: Future Plans and Considerations - The company is monitoring developments in hydrogen energy storage but currently has no plans to pursue this area [3] - Future dividend policies will be aligned with strategic opportunities and long-term development plans to ensure better returns for shareholders [4] - The company is considering employee stock ownership or equity incentive plans, which will be disclosed in a timely manner if implemented [4]