Group 1: Company Overview and Financial Performance - Joyful Intelligence introduced its basic situation and product layout during the investor relations activity [2] - The company has maintained stable plastic particle prices since June, positively impacting the gross margin for Q4 [2] - The company employs strategies like order-by-order negotiations and raw material stockpiling to control material costs [2] Group 2: Industry Growth and Market Demand - The circular packaging industry is expected to grow due to increased automation and standardization in manufacturing, warehousing, and transportation [3] - Rising cost pressures in manufacturing are driving demand for circular packaging as it helps companies reduce costs and improve efficiency [3] - There is a growing demand for standardized and customized circular packaging solutions [3] Group 3: Customer Preferences and Industry Expansion - Customers prefer purchasing circular packaging due to lower single-use costs compared to leasing [3] - Joyful Intelligence is deepening its focus on the automotive industry, expanding partnerships with OEMs, parts suppliers, and new energy battery manufacturers [4] - The company is also making progress in the home appliance sector, with plans to expand from core refrigerator components to air conditioners, washing machines, and televisions [4] - There is significant growth potential in the beverage and fresh produce sectors as the economy recovers [4]
喜悦智行(301198) - 2022年12月14日、15日投资者关系活动记录表