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大叶股份(300879) - 2024年3月22日投资者关系活动记录表
300879DAYE(300879)2024-03-22 09:26

Investor Relations Activity - Investor relations activity category: Specific object research [2] - Participating units and personnel: Guoyuan Securities Xu Yuankun, Huaan Securities Xu Si [2] - Time: March 22, 2024 (Friday) 14:00-15:00 [2] - Location: 3rd Floor Meeting Room, No. 58 Jinfeng Road, Yuyao City, Zhejiang Province [2] - Company representatives: Chairman and CEO Ye Xiaobo, Board Secretary Wu Jun, Financial Director Wu Bofan, Marketing Director Cheng Yu [2] Business Operations and Strategy - Cooperation with Home Depot: The company and Home Depot intend to establish long-term deep cooperation Home Depot has become one of the largest revenue-generating customers in the company's Q3 2023 report Several gasoline products are sold in Home Depot stores, and lithium products are sold online [2] - Overseas capacity layout: The company is actively expanding overseas warehouses and factories with an overseas warehouse in the US and a production base in Thailand The Mexico factory is expected to gradually start production this year [3] - Capital market considerations: The company will continue to focus on capital operations and utilize the capital market platform to achieve rapid and healthy development [3] Competitive Advantages - High customer trust: The company's brands have been established over many years, and consumer habits favor branded products [3] - Channel cooperation advantages: The company has established long-term stable relationships with international brands such as Home Depot, Walmart, Husqvarna, Kingfisher Group, and Adeo [3] - Overseas layout advantages: The company's overseas factories and warehouses help mitigate international environmental risks and improve response speed in the North American market [3]