宏川智慧(002930) - 2021年10月25日投资者关系活动记录表

Group 1: Business Operations - The company operates two main businesses: terminal tank storage and chemical warehouse storage, which have different product types, transportation methods, and customer bases, but share common operational management and safety standards [1] - The company has maintained a stable growth trend in storage rental prices due to increasing customer demand and limited supply in the petrochemical storage industry [2] Group 2: Service Innovations - The "Goods Storage and Exchange" service allows customers to access the same quality and quantity of petrochemical products from different locations, reducing logistics costs and enhancing operational efficiency [2] Group 3: Mergers and Acquisitions - The company has extensive experience in mergers and acquisitions, carefully selecting targets based on economic development, industry concentration, and synergy with existing storage bases [2] - After acquiring new storage areas, the company implements a centralized management model to integrate corporate culture and service standards, ensuring rapid adaptation and improvement in operational performance [3] - The petrochemical storage industry has high barriers to entry, with low industry concentration and significant potential for growth through mergers and acquisitions [3]