CHANGHAI(SZ:300196)2022-12-08 03:01Group 1: Market Insights - The peak season for fiberglass products is generally in the second and third quarters, while the first and fourth quarters are less favorable due to colder weather [2] - The market share of chopped strand mat used in car roofs is approximately 30% [2] Group 2: Production and Export Data - Last year's production of chopped strand mat was 50,000 tons, with an expected increase to over 60,000 tons this year [3] - Exports account for about 30%-40% of the company's sales revenue, primarily from chopped strand mat and thin mat [3] Group 3: Product Lines and Capacity - The company has one production line for electronic thin mat with a capacity of 12 million square meters, and an increase in orders is expected this year [3] - The production capacity for coated mat is approximately 70-80 million square meters, mainly used for external wall insulation [4] Group 4: Investment and Cost Considerations - The expansion cycle for electronic thin mat production is estimated to take 3-4 months, with an investment payback period generally not exceeding 3 years [3] - Recent natural gas prices have decreased, influenced by international oil prices, indicating potential for further reductions [3]