Group 1: Company Overview - The company is Jiangsu Jinxue Energy-Saving Technology Co., Ltd., with stock code 301010 and abbreviation Jinxue Energy-Saving [7] - The board secretary, Xu Lan, highlighted the company's focus on the East China region, particularly in Jiangsu, Zhejiang, and Shanghai, where cold storage and construction facilities are being developed [2] Group 2: Market Contribution and Structure - The East China region has shown significant contribution growth, with a high market share for Jinxue in the cold storage sector [2] - The downstream project type structure is categorized as follows: Cold Chain Logistics 30%, E-commerce 20%, Pharmaceuticals 10%, Food and Beverage 15%, Industrial Construction 25% [3] Group 3: Customer Structure and Procurement - The customer structure is evenly split between direct procurement by owners and procurement through general contractors, with a ratio of 5:5 [4] - The contract amounts for individual projects range from hundreds of thousands to tens of millions, with the majority falling between 3 million to 10 million [5] Group 4: Competitive Landscape - The market for energy-saving insulation materials in cold storage systems is fragmented, with many competitors and low market concentration. Jinxue leads in capacity, market share, and brand recognition [6] Group 5: Production Capacity and Future Plans - Current production capacity includes 2.55 million square meters of energy-saving insulation panels and 10,500 industrial/cold storage doors. A new project for energy-saving insulation panels is expected to increase capacity by 1.8 million square meters per year by the end of December 2022 [8]
晶雪节能(301010) - 2022年7月21日投资者关系活动记录表