Group 1: Company Overview - Ningbo Jialian Technology Co., Ltd. is focused on biodegradable materials and has a competitive edge in the industry [1][2] - The company has a long industrial chain covering modification, manufacturing, and mold production of biodegradable materials [4][5] Group 2: Pricing and Market Impact - The pricing mechanism is based on costs, market demand, and customer quality standards, with adjustments made in response to raw material price fluctuations [3][4] - In Q1 2022, the company experienced a revenue growth of 35.82% compared to the previous year, although domestic sales were impacted by a sluggish consumer market due to the pandemic [4][5] Group 3: Product Insights - The average price of fully biodegradable products decreased in 2021 due to a significant increase in sales of biodegradable film bags, influenced by supply chain issues and fluctuating raw material prices [3][4] - Current biodegradable materials in the market include PLA, PBAT, PBS, and PHA, with PLA being highlighted for its low carbon emissions and high performance [4] Group 4: Strategic Acquisitions - The acquisition of Jiadebao aims to enhance the company's capabilities in producing environmentally friendly paper products, leveraging its strong market demand [5] - This acquisition is expected to expand the company's business segments and increase market share in the fully biodegradable product sector [5] Group 5: Market Position and Challenges - The company’s main markets are North America and China, with limited exposure to Europe, thus minimizing the impact of the Russia-Ukraine conflict on its performance [5] - The company maintains a strong focus on product quality and safety across all operational stages, contributing to its positive market reputation [5]
家联科技(301193) - 2022年5月27日投资者关系活动记录表