Group 1: Company Overview - The company, Guangzhou Jusa Long Engineering Plastics Co., Ltd., focuses on customized modified plastics and does not operate through a distributor model [2][4]. - The company has established a strong competitive edge through independent research and development, particularly in modified PP products [4]. Group 2: Market and Financial Impact - The company is experiencing pressure from downstream price reductions due to intensified competition, which affects terminal sales prices [5]. - Direct material costs constitute a significant portion of operating costs; a decrease in raw material prices would alleviate cost pressures [7]. Group 3: Production Capacity - The company has three production bases located in Conghua, Wuhu, and Chongqing, with a designed capacity of 200,000 tons at the Conghua headquarters [9]. - The second phase of the Wuhu production base is expected to be operational in 2025, with a designed capacity of approximately 100,000 tons [9]. Group 4: Research and Development - The company primarily seeks subsidies for R&D projects through funding for scientific research or industrial upgrade projects [8].
聚赛龙(301131) - 2025年3月11日投资者关系活动记录表