ERA(SZ:002641)2022-12-07 00:02Group 1: Financial Performance - The company's operating performance in the first half of the year is normal, with net profit expected to fluctuate between -15% and 15% compared to the same period last year [2] - The price of raw materials has slightly decreased compared to the same period last year [3] Group 2: Raw Material Management - The company's raw material inventory cycle is generally around one month, but it may vary depending on market conditions [3] - The company plans to store more raw materials when prices are relatively low [3] Group 3: Product Pricing and Sales Strategy - The company has made minor adjustments to the prices of certain product categories based on market demand [3] - Currently, the company has over 1,200 first-level distributors [3] Group 4: Acquisition Strategy - The acquisition of Gongyuan Solar is based on several considerations, including the existing development foundation of Gongyuan Solar and the improvement of its condition through capital injection and asset divestiture [3] - The acquisition aims to leverage the listed company platform to expand the solar business and create new growth points [3] Group 5: Project and Market Outlook - There are not many new orders for the "Five Water Co-Governance" project this year, as the company is mainly digesting previously won contracts [3] - The company will closely monitor and actively cooperate with distributors in local bidding for underground pipeline construction projects [4] Group 6: Material Usage in Underground Pipeline Construction - The materials commonly used for underground pipeline construction are primarily PE, with some PVC pipes also utilized [4]