OXGF(SZ:300082)2022-12-06 09:54Group 1: Company Overview and Investor Relations - The company is Liaoning Aoke Chemical Co., Ltd., with stock code 300082 and abbreviation Aoke Co., Ltd. [1] - The investor relations activities include specific object research, on-site visits, and video communication meetings with various securities and fund management companies [2][3]. Group 2: Financial Performance and Market Insights - The gross profit margin for the company is around 10%, which is higher than that of similar companies due to better cost control and a complete industrial chain [4]. - The company reported improvements in the water-reducing agent business, with both volume and price increasing [4]. - The market share of polycarboxylic acid water-reducing agents has reached nearly 70% in China, reflecting rapid growth driven by infrastructure development [8]. Group 3: Product Development and Future Prospects - The company is focusing on differentiated products, which have seen a growth of nearly 28%, with an emphasis on high-end product development [6][7]. - The carbonates project, particularly ethylene carbonate, is expected to have applications beyond lithium battery solvents, including in coatings and as environmentally friendly solvents [7]. - The company aims to enhance its product structure and transition towards high-end products, with a focus on high value-added and high-tech products [6][7]. Group 4: Industry Trends and Competitive Landscape - The rapid development of polycarboxylic acid water-reducing agents is closely linked to China's infrastructure projects, particularly high-speed rail [8]. - The transition from naphthalene-based water-reducing agents to polycarboxylic acid types has been swift, with significant market penetration achieved in less than ten years [8].