Group 1: Company Orders and Market Outlook - The company primarily acquires orders through direct sales, providing standardized and customized products, with stable order quantities as of now [2] - The company aims to strengthen its tank container and medical equipment components through technology and product R&D, talent acquisition, management enhancement, and multi-channel financing [3] Group 2: Pricing and Cost Management - Product prices fluctuate with market conditions, influenced by raw material prices and exchange rate changes; the company purchases forward foreign exchange products annually to hedge against currency fluctuations [3] - The company employs strategic procurement and maintains safety stock based on production capacity to smooth procurement cost fluctuations [3] Group 3: Collaboration and Material Development - The steel used by the company is primarily produced by Taiyuan Iron and Steel Group, developed in collaboration with them [3] - The company focuses on R&D of raw materials in cooperation with steel manufacturers and emphasizes domestic material sourcing for medical equipment components [3] Group 4: Market Share and Future Strategy - The company holds approximately 50% market share in the tank container sector, with plans to expand application scenarios and establish a post-market service network [4] - The development of multimodal transport policies in major economies is expected to enhance the penetration of tank containers in logistics, with the domestic leasing market anticipated to grow rapidly [4]
中集环科(301559) - 2023年11月13日投资者关系活动记录表