JOINTAS(SZ:002909)2022-12-03 09:46Group 1: Business Overview - The company has established two main business segments: sealants and coatings, with interactions between emerging and mature businesses [3][4] - The container sealant market is mature, while the construction sealant market is growing, and the prefabricated building sealant market is still developing [4] Group 2: Pricing and Market Share - The price adjustment for silicone sealant products ranges from 10% to 20%, depending on the product [4] - The increase in market share is a result of market conditions rather than a deliberate strategy [4] Group 3: Real Estate Market Impact - The high-growth era of the real estate industry has ended, but there remains significant market space due to urban renewal and affordable housing initiatives [5] - The demand for mid-to-high-end products is increasing as low-end products are gradually eliminated from the market [5] Group 4: Product Development and Innovation - The company is actively involved in the development of prefabricated building sealants, aligning with national policies promoting this construction method [6] - The company is responsible for research related to the national "13th Five-Year Plan" and has successfully applied its products in various projects [6] Group 5: Supply Chain and Inventory Management - The company employs a "monthly stocking" strategy to manage inventory, considering delivery times and distances [7] - The supply of raw materials is currently tight, leading to higher costs for long-term inventory [7] Group 6: Customer Relations and Training - The company emphasizes value-added services and has a dedicated technical service team to support customers [8] - Training is provided to customers and distributors to enhance product application and service quality [8] Group 7: Future Plans and Mergers - The company plans to officially launch its fundraising projects in the third quarter, which will enhance production capacity [8] - There are no immediate plans for mergers or acquisitions, but the company remains open to opportunities that align with its strategic goals [8]