Group 1: Business Growth Points - The company's growth points are primarily in three areas: basic business (wet wipes), incremental business (cosmetics), and fund incubation through beauty funds [1] - The wet wipes business contributes approximately 10% to the company's revenue [1] - The company plans to leverage customer resources to continuously develop cosmetics [1] Group 2: Market Insights - The penetration rate of wet wipes in China is relatively low compared to Europe and the United States, indicating significant market growth potential [2] - The overall growth rate of the wet toilet paper industry has exceeded 25% over the past three years [2] Group 3: Raw Material and Production - The price of the main raw material for wet wipes, non-woven fabric, has stabilized in recent years [2] - The company’s production capacity expansion is primarily based on new customer development and order growth [2] Group 4: Customer Acquisition Strategies - The company employs multiple strategies for customer acquisition, including participating in trade shows, proactive outreach, and referrals from existing customers [2] - The company has built a strong reputation over 20 years in the wet wipes industry, leading to widespread recognition and referrals [2] Group 5: Industry Trends - The concentration of the domestic wet wipes industry is expected to increase rapidly, with more segmented categories emerging [2] - The company emphasizes its strong quality management system, manufacturing capabilities, and rapid response ability as competitive advantages [2] Group 6: Compliance and Regulations - The investor communication event was conducted in accordance with the Shenzhen Stock Exchange regulations, ensuring no significant undisclosed information was leaked [3]
洁雅股份(301108) - 2024年1月9日 投资者关系活动记录表