Geron(SZ:002722)2022-11-19 03:20Group 1: Company Overview - The company is Jinlun Blue Ocean Co., Ltd., with stock code 002722 and bond code 128076 [1] - The company held an investor relations activity on May 24, 2022, in its conference room [2] Group 2: Financial Performance - The company's profit for the first quarter remained stable compared to the previous year, while the second quarter saw a decline due to regional pandemic impacts [2] - The overall business operations are considered normal despite the challenges faced [2] Group 3: Market Demand and Policy Impact - The company anticipates that the relaxation of infrastructure and real estate policies will eventually impact demand, although current market demand is not significantly felt [2] - The company has not observed a noticeable increase in overseas orders, but there has been a significant growth in overseas orders last year [3] Group 4: Production Capacity and Utilization - The total production capacity of the company's three main subsidiaries for stainless steel decorative panels is approximately 180,000 to 190,000 tons, with a high utilization rate last year [3] - Future expansion plans aim to increase production capacity to around 250,000 tons, with gradual release expected in the following years [3] Group 5: Strategic Partnerships and Resources - The company values resources from Yuantong Industrial, particularly in supply chain advantages and cost control [3] - Potential asset injections from Yuantong Industrial may include stainless steel surface processing and trading businesses [3] Group 6: Corporate Governance and Management - The transfer of control is pending approval from the Shenzhen Stock Exchange, expected to be completed by mid-June [3] - The company's goodwill primarily stems from the acquisition of Senda Decoration, which has remained stable with no significant risks identified [4]