家联科技(301193) - 2023年8月3日投资者关系活动记录表

Group 1: Company Overview - Company name: Ningbo Jialian Technology Co., Ltd. [1] - Securities code: 301193, Securities abbreviation: Jialian Technology [1] - Date of investor relations activity: August 3, 2023 [1] Group 2: Operational Insights - The company aims to complete IPO fundraising projects and expand production capacity for home products and daily necessities [2] - Investment projects include Zhejiang Jiadebao, Sumter Easy Home, Guangxi Lvlian, and a subsidiary in Thailand [2] - The company plans to adjust production capacity based on strategic planning, market demand, and existing capacity layout [2] Group 3: Pricing Mechanism - The industry is mature with high transparency in raw material prices and stable supply-demand relationships [2] - Price adjustments are based on fluctuations in raw material prices and exchange rates, with specific thresholds for adjustments: over 5% for raw materials and over 3% for exchange rates [2] Group 4: Export Performance - The company’s export performance has been below expectations due to high inflation and economic recession risks abroad [2] - As overseas customer inventories are gradually depleted, the export situation is expected to improve [2] Group 5: Customer Payment Terms - Payment terms for domestic and international customers are similar, typically ranging from 30 to 90 days, with 30, 45, and 60 days being the most common [3] - The primary settlement method is telegraphic transfer, with a focus on overseas sales using FOB trade terms [3] Group 6: Competitive Landscape - The company possesses a complete industry chain, allowing for rapid response to customer needs and cost control [3] - High levels of automation and strong R&D capabilities contribute to a competitive edge in the market [3]