同益股份(300538) - 2021年11月29日投资者关系活动记录表

Group 1: Company Overview - The company adopts a direct sales and agency model for its sales strategy, particularly in the South China region, where it has production bases [1] - The company has been deeply involved in the plasticization field for nearly 20 years, providing integrated solutions for high-end chemical and electronic materials [2] Group 2: Business Advantages - Key advantages in the board and rod material business include: 1. Stable and high-quality raw material supply 2. Market synergy with existing customers 3. Unique comprehensive laboratory in the industry 4. Excellent team 5. Resource integration platform and brand effect [2] Group 3: Financial Performance - The gross profit margin for board and rod materials is approximately 20%, with expectations for continuous improvement as application fields expand [2] - The company has implemented an incentive plan for 71 individuals, granting 1.9402 million restricted stocks at a price of 19.60 yuan per share, completed on October 29, 2021 [2] Group 4: Production and Delivery - The production cycle for board and rod products is about 10 to 15 days, with sales based on existing inventory rather than made-to-order [2] Group 5: Future Strategies - The company plans to enhance gross profit margins in electronic materials by deepening supply chain services and increasing customer loyalty [2]