海顺新材(300501) - 海顺新材调研活动信息

Group 1: New Consumer Market Expansion - The company has established a partnership with Mengniu for the cheese stick project, which began large-scale supply in July 2021, indicating a positive growth trajectory in the new consumer sector [3][4]. - The cheese stick packaging production line has been expanded to enhance production efficiency and product quality stability [3][4]. - The company aims to capture growth in the cheese stick niche market, with expectations of continued growth in the coming years due to increased investments from major dairy companies [4]. Group 2: Competitive Landscape - There are approximately 10 domestic competitors capable of producing PS sheets, but only 3 to 5 are considered truly competitive based on capacity and quality stability [4]. - The company adheres to GMP standards for production, leveraging years of technical expertise and service experience to maintain a competitive edge [4]. Group 3: Supply Chain and Raw Material Challenges - Fluctuations in raw material prices have impacted profit stability, with significant increases observed this year [5]. - The company is focused on maintaining communication with long-term clients to mitigate the impact of rising raw material costs, while also exploring ways to reduce these impacts [5]. - The company plans to extend its supply chain and increase the number of suppliers to ensure supply chain security [4][5]. Group 4: Future Business Projections - The company projects that the pharmaceutical packaging segment will decrease to less than 50% of total business in the future, with new consumer sectors like cheese sticks and electronic cigarettes expected to grow significantly [5][6]. - The company aims to achieve a scale of 400 to 500 million in the new consumer market [6].