ORG Technology(SZ:002701)2022-12-08 05:38Group 1: Sales Performance - The core customers of the company continue to show steady growth in sales, outpacing other small and medium-sized customers, reflecting a clear seasonal trend in beverage sales [4] - The beverage market's downstream customers are predominantly beer and carbonated drinks, together accounting for nearly 80% of the market [5] Group 2: Profit Margins - The gross margin of three-piece beverage cans has improved due to a decrease in the price of the main raw material, tinplate, in the first half of the year, along with enhancements in production processes [4] - The company anticipates a short-term increase in the gross margin of two-piece cans as the business progresses smoothly, with projects in Shaoxing and Zhaoqing operating at full capacity [4] Group 3: Market Outlook - The two-piece can market is currently at a cyclical low in pricing, with short-term improvements being challenging; however, the long-term outlook for the two-piece can market is positive [5] - The company is actively expanding its customer base, establishing strategic partnerships with clients such as Qingdao Beer and aiming to attract high-quality customers like Coca-Cola [4] Group 4: Product Development - The company is at the forefront of developing coated iron, a new composite material that reduces environmental pollution and ensures food safety, with small-scale production already underway [5]