Group 1: Company Overview and Market Position - JiaLian Technology's products are essential daily consumables with low price elasticity, resulting in minimal impact from recent international economic conditions [1] - The company is confident in capturing more market share due to the stability, safety, and reliable supply of its products [2] Group 2: Policy and Market Trends - The domestic plastic restriction policy is a gradual process, influenced by insufficient production capacity of biodegradable materials, indicating a long-term and stable transition [2] - There is an increasing demand for biodegradable products in the domestic market as environmental concerns grow [2] Group 3: Future Capacity Planning - Future capacity plans include: 1. New production lines for biodegradable materials and high-end plastic products at the Xiepu factory [2] 2. An annual production capacity of 120,000 tons for biodegradable materials and household products from newly acquired land [2] 3. Upgrades to existing equipment post-acquisition of Home Depot to enhance capacity [2] 4. A new project in Laibin City with an annual capacity of 100,000 tons for biodegradable materials from sugarcane residue [2] 5. Ongoing acquisition of Sumter Easy Home, LLC in the U.S. to expand product lines and sales scale [2] Group 4: Pricing Mechanism - The pricing mechanism is based on costs, market demand, customer quality standards, and sales volume, with adjustments made according to raw material prices and exchange rate fluctuations [2] - Most pricing adjustments occur through order negotiations, with some clients having predefined price adjustment clauses based on market benchmarks [2][3]
家联科技(301193) - 2022年10月31日投资者关系活动记录表