Group 1: Company Overview - JiaLian Technology has a complete industry chain, producing modified materials and molds, allowing for quick response to customer needs and cost control [3] - The company boasts high levels of automation and strong R&D capabilities, along with effective supply chain management and strict quality control [3] Group 2: Market Conditions - The new tea beverage industry has experienced price adjustments, but the company has established a pricing management system to adapt to market conditions [3] - The industry is characterized by high transparency in raw material prices and stable supply-demand relationships, which allows for reasonable price transmission to downstream customers [3] Group 3: Export and Capacity - The company's export sales have been affected by global inflation and economic downturns, leading to a slowdown in external demand [4] - Current production capacity can utilize both traditional plastics and biodegradable materials, with plans to adjust capacity based on strategic planning and market demand [4] Group 4: Profitability and Competition - The domestic sales gross margin is impacted by intense competition and low industry concentration, with many small manufacturers adopting a low-margin, high-volume sales model [4] - As domestic sales grow, economies of scale are expected to improve the company's gross margin situation [4] Group 5: International Expansion - The establishment of a subsidiary in Thailand is part of the company's strategy to enhance its global presence and respond to overseas customer needs [4] - The Thai subsidiary is currently in the registration and approval phase, with plans for phased construction of a production base depending on market demand [4] Group 6: Confidentiality - During the investor relations activity, the company did not disclose any material non-public information [4]
家联科技(301193) - 2023年6月12日-6月13日投资者关系活动记录表