NKY(SZ:300109)2022-10-26 12:15Group 1: Investor Relations Activities - The investor relations activity involved specific object research, including analyst meetings and media interviews [2] - Participants included representatives from various investment management companies and securities firms [2][3] Group 2: PVP Application and Market Potential - PVP is a synthetic water-soluble polymer widely used in pharmaceuticals, daily chemicals, and various industrial sectors [3][4] - In the new energy battery sector, approximately 15 tons of PVP are used per GWh, with expected sales of 2,000 tons in the new energy field this year [4] Group 3: Production Capacity and Pricing - The current PVP production capacity is about 13,000 tons, with an additional 20,000 tons production line under construction [4] - BDO prices have fluctuated significantly, reaching a peak of 31,000 CNY/ton, currently stabilizing around 14,000 CNY/ton [4][5] Group 4: Financial Performance - The net profit for Q3 2022 was 131.43 million CNY, a 691.46% increase year-on-year, after accounting for stock incentive costs and losses from the medical sector [5] - As of September 30, 2022, the company repurchased 16.29 million shares, accounting for 4.72% of total share capital, with a total transaction amount of 268.53 million CNY [5] Group 5: Medical Sector Developments - The medical sector continues to experience losses, but the company is optimizing management and marketing efforts, focusing on innovative drug investments and diagnostic services [5]