Keshun(SZ:300737)2023-05-08 11:18Group 1: Company Performance and Market Position - The acquisition of Fengze shares has contributed to revenue in the railway and infrastructure sectors, with multiple projects successfully awarded and products delivered [2][3]. - The waterproof industry is experiencing increased competition as other building material companies enter the market, indicating a positive outlook for future development [3][4]. - The market share is concentrating towards leading companies due to operational pressures faced by smaller firms, leading to a more orderly competitive landscape [3][4]. Group 2: Financial Outlook and Goals - The company aims to achieve a sales target of over 1 billion CNY in 2023, focusing on the damping and civil construction sectors [4][5]. - The implementation of new waterproof regulations is expected to enhance industry demand by over 40% [3][4]. - The average procurement price of asphalt in 2022 was approximately 3,700 CNY per ton, with a downward trend expected in 2023 [5][6]. Group 3: Strategic Initiatives - The company plans to optimize procurement models and adjust pricing mechanisms to enhance overall profitability [5][6]. - The company is focusing on increasing the proportion of C-end business and expanding municipal infrastructure projects [5][6]. - Collaboration with Saint-Gobain aims to enhance market share in TPO waterproofing products, leveraging their global resources [6][7]. Group 4: Investor Relations and Communication - The company emphasizes the importance of investor relations management to enhance market understanding and recognition of its value [7]. - As of April 30, 2023, the total number of shareholders was 29,335 [6][7]. - The company is committed to high-quality development and encourages rational investment while managing risks [7].