Group 1: Company Overview - Meirui New Materials Co., Ltd. is listed under the stock code 300848 [2] - The investor relations activity took place on November 17, 2021, from 16:00 to 17:00 [2] Group 2: Product Segmentation - The company’s product lines are approximately evenly split between TPU (Thermoplastic Polyurethane) and specialty products, each accounting for about 50% of sales [2] - Specialty TPU products have higher technical added value and profitability compared to general TPU products [2] Group 3: Production and Supply Chain - The company aims for stable raw material prices to maintain consistent profit levels [2] - Production is scheduled based on sales plans provided by the business department, with major products produced continuously to enhance stability and improve quality [2] Group 4: Market Demand and R&D Collaboration - Future demand for TPU is expected to come from diverse downstream applications, with annual breakthroughs in various fields [3] - The company collaborates closely with brand clients during the R&D process, ensuring multiple rounds of testing to meet product requirements [3]
美瑞新材(300848) - 2021年11月17日投资者关系活动记录表