DOJJ(SZ:002798)2022-12-03 09:20Group 1: Company Growth and Strategy - The company's rapid growth in the first half of the year is attributed to increased business from major clients such as Country Garden, Vanke, and Evergrande, as well as channel expansion through store construction and empowering distributors [2] - Strategic cooperation agreements were signed with large real estate developers like Agile, Rongsheng, and R&F, although their contribution to performance is currently minimal due to the initial adjustment period [2] - The product structure for engineering and retail is similar, primarily consisting of polished tiles, antique tiles, and porcelain tiles, with a slightly higher application of porcelain tiles in the engineering sector [2] Group 2: Production and Market Outlook - The scale effect of production is reflected in manufacturing costs, with a production lead time of over 10 days for engineering orders, which impacts production speed and yield, thereby reducing costs [2] - The company plans to capitalize on the expansion of furnished apartments, despite the overall real estate market not experiencing significant growth [2]