Lead Power(SZ:300530)2022-12-06 09:40Group 1: Company Overview and Product Advantages - The company utilizes carbon dioxide as a primary raw material for producing polycarbonate polyols, resulting in a cost advantage of 20%-30% compared to traditional methods [2] - The final products exhibit superior properties such as high strength, strong adhesion, high surface hardness, good wear and water resistance, low toxicity, and non-flammability [2] - The production technology for polycarbonate polyols has evolved since 1966, with numerous patents published [2] Group 2: Legal Matters and Intellectual Property - The company is involved in a lawsuit initiated by Jiangsu Zhongke Jinlong Chemical Co., claiming infringement of trade secrets, seeking damages of 10 million RMB [3] - The company has obtained two invention patents related to the production process of polycarbonate polyols, providing technical and patent protection [3] - The controlling shareholder has committed that the company does not infringe on others' trade secrets or patents [3] Group 3: Research and Development - The company has established a strong R&D team composed of experienced professionals, with competitive salaries and potential equity incentive plans [4] - R&D efforts focus on developing environmentally friendly coating additives and expanding the application of polycarbonate polyols in various fields [4] - The company emphasizes a collaborative R&D model with academic institutions to enhance innovation [4] Group 4: Future Development Strategies - The company plans to increase investment in technology development and innovation, particularly in research facilities [5] - It aims to establish regional sales management centers to improve market response speed and increase market share [5] - The company intends to maintain a balanced financing strategy to support sustainable growth while ensuring shareholder interests [5] Group 5: Market Position and Challenges - The company currently has around 15 marketing personnel, with plans to increase staff as production capacity expands [6] - The company faces challenges in meeting the demand from large enterprises due to capacity constraints, which has limited revenue growth in recent years [6] - The fixed asset investment for new projects is high due to stringent safety and environmental requirements, but the expected profit margins for new products are favorable [6]