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江苏博云(301003) - 江苏博云调研活动信息

Group 1: Investor Relations Activities - The investor relations activity included a specific object survey and was attended by Dongwu Securities Research Institute and Zhonggeng Fund Management Co., Ltd. [2] - The meeting took place on November 18, 2021, in the company's second-floor conference room [2]. Group 2: Project Updates - The company is expected to obtain the construction permit by the end of this year, after which the fundraising project will commence [2]. - The fundraising project is anticipated to be completed and put into production by the end of 2022 or the first half of 2023 [2]. Group 3: Production Capacity - The current theoretical production capacity of the company is 25,000 tons, which provides a certain level of flexibility [2]. - The company’s products are mostly customized, characterized by "small batch, multiple batches," allowing for adjustments in layout and production order to release additional capacity [2]. Group 4: Financial Performance - According to the Q3 2021 report, the company’s total revenue increased by 64.93% year-on-year, but the net profit attributable to shareholders saw a slight decline due to rising raw material costs and exchange rate fluctuations [3]. - The decline in net profit is primarily attributed to the expansion of the company's operating scale, increased sales, and product price adjustments [3]. Group 5: Communication and Compliance - The company ensured thorough communication with investors during the meeting and adhered to its information disclosure management system, guaranteeing the accuracy and completeness of disclosed information [3].