中亚股份(300512) - 中亚股份调研活动信息

Group 1: Company Overview - The company is expanding into the beverage industry with the launch of its aseptic filling production lines, targeting 90-95% of clients in the sector [1] - Notable clients include Zhejiang Liziyuan, Jinmailang Beverage, Yangyuan Beverage, Junyao Beverage, and Dexin Beverage, which have ordered multiple aseptic filling production lines [1] Group 2: Pharmaceutical Sector - The company sees a good opportunity in the pharmaceutical industry, particularly with the upcoming years being critical for the replacement of large-volume infusion bottle equipment [3] - Collaborations have begun with well-known pharmaceutical companies such as Heng Rui, Shuanghe, Kelun, Johnson & Johnson, Qilu, and Yabao, which are expected to contribute to future revenue growth [3] Group 3: Market Potential in Dairy and Beverage - The domestic dairy market is not yet saturated, indicating significant growth potential [3] - The company has developed aseptic filling equipment for bottles and cups, enhancing its market competitiveness [3] - The beverage industry is transitioning from hot filling or secondary sterilization processes to aseptic filling, driven by the expansion of the dairy beverage market and the structural upgrade in product consumption [3]