Group 1: Business Model and Customer Preferences - The company operates under two business models: sales and leasing, with customers opting for leasing due to lower upfront costs and reduced management expenses [2][3] - Leasing allows customers to effectively utilize the company's CMC network, maximizing logistics and storage efficiency [3] Group 2: Impact of New Energy Vehicles - Although new energy vehicles have fewer components than traditional fuel vehicles, they also introduce new parts, maintaining stable demand for packaging [3] - The rapid development of new energy vehicles is expected to increase the demand for recyclable plastic packaging compared to more stable fuel vehicles [3] Group 3: Carbon Emission Reduction Initiatives - The company is actively exploring carbon emission calculation processes for green recyclable packaging, aligning with national dual carbon policies [3] - Future industry regulations on carbon emissions are anticipated to favor the promotion of green recyclable packaging [3] Group 4: Operational Strategy and Expansion - The company provides both standardized and customized recyclable packaging solutions to meet diverse customer needs [3] - With over 50 CMC operation centers established nationwide, the company can effectively meet customer demands for timeliness and efficiency [3] - The development of an intelligent logistics platform aims to enhance operational efficiency and share benefits with customers [3] Group 5: Future Strategic Planning - The company plans to deepen its focus on the automotive sector while gradually entering the home appliance industry, starting with recyclable packaging for core components [4] - Expansion efforts are also underway in other sectors such as fresh produce and express delivery to gain a competitive edge [4]
喜悦智行(301198) - 2022年1月19日投资者关系活动记录表