Group 1: Impact of COVID-19 - The company's production and logistics were somewhat affected by the pandemic, but the overall impact was minimal due to advance annual order forecasting and the nature of customized products [2] - There was no significant difference in the order volume compared to the same period last year [2] Group 2: Pricing Mechanism - The company has pricing agreements with major clients that include regular adjustment mechanisms based on raw material price fluctuations [2] - Product sales prices are generally determined by the average price of raw materials over a certain period, with adjustments having a certain lag [2] Group 3: Core Competencies - The company's core advantages lie in product formulation and manufacturing processes [3] - The company plans to strengthen its R&D team and increase investment in R&D to leverage its technical advantages in specific niche areas [3] Group 4: Production Capacity - The current production capacity is 30,000 tons per year, with flexibility to exceed this through production line modifications [3] - The fundraising project is under construction and is expected to be completed and put into production by June 2023 [3] Group 5: Communication and Disclosure - During the investor communication process, the company ensured that information disclosure was truthful, accurate, complete, timely, and fair, without any leakage of undisclosed significant information [3]
江苏博云(301003) - 江苏博云调研活动信息(2)