ERA(SZ:002641)2022-12-07 09:22Group 1: Raw Material Price Impact - Recent decline in oil prices has positively affected the procurement costs of raw materials, particularly PVC, which has seen a smaller decrease compared to PPR and PE [2][3] - The company has not considered adjusting the prices of pipeline products, leading to an overall positive impact on profitability due to lower raw material costs [3] Group 2: Sales System Integration - The company is restructuring its sales system from independent management by subsidiaries to a centralized marketing center that coordinates regional sales centers and specialized sales divisions [3] - This integration aims for unified planning, pricing, and coordination across the national marketing strategy [3] Group 3: Sales Model and Marketing Strategy - The primary sales model is channel distribution, accounting for approximately 65%, with project contracting (including real estate delivery) at about 25% and exports at around 10% [3] - The company is exploring innovative marketing methods through social media platforms like Weibo and WeChat, as well as assessing the feasibility of online store sales [3] Group 4: Real Estate and Home Decoration Business Operations - The Real Estate Division is responsible for coordinating direct contracting and delivery for real estate projects, maintaining strong relationships with major developers like Vanke and China Overseas [4] - The newly established Home Decoration Division achieved notable success in 2014, with plans to enhance product promotion in 2015 to make "Youjia Pipe" a new profit growth point [4] Group 5: Mergers and Acquisitions - The company is focusing on acquiring plastic pipe production enterprises that complement its regional and product structure, aiming to strengthen its core business [4] - There is an emphasis on improving internal management and expanding sales channels while releasing production capacity in Tianjin, Chongqing, and Anhui [4]