Keshun(SZ:300737)2022-12-03 10:04Group 1: Company Overview - The company has six production bases located in Guangdong, Jiangsu, Chongqing, Shandong, and Liaoning, with ongoing projects in Jingmen and Weinan [2][3] - The production capacity is expected to grow by approximately 50% in 2019 compared to the previous year, with a high capacity utilization rate [3][4] Group 2: Production Capacity and Planning - The company plans to build new production bases in Guangxi and Anhui, acquiring 200 acres each, and 100 acres for the second phase in Dezhou [3] - The company aims to maintain high capacity utilization rates to optimize production costs [3] Group 3: Market and Pricing Strategy - The price of asphalt has been on an upward trend, influenced by various factors including international oil prices and domestic supply-side reforms [4] - The company plans to optimize its product structure and increase the revenue share of non-asphalt-based waterproof materials [4] Group 4: Industry Standards and Impact - New standards in the waterproofing industry are expected to significantly impact the market, requiring many companies to revise their product standards [4] - The company has invested heavily in R&D and has introduced a "one-time waterproofing" system with a 30-year warranty, positioning itself favorably in the evolving market [4] Group 5: Strategic Partnerships and Customer Base - The number of strategic customers has increased significantly, with over 50 partnerships established, including major clients like Country Garden and China Overseas [5] - The company plans to enhance support for medium to large distributors and expand its distributor network in underrepresented cities [5] Group 6: Future Strategic Planning - The company aims to focus on the waterproofing industry, targeting a sales goal of 10 billion yuan while improving internal management and profitability [5]