裕同科技(002831) - 2023年5月5日投资者关系活动记录表

Business Performance and Strategy - The company completed the acquisition of Renhe Intelligent and Huabaoli in 2022, both of which exceeded performance targets despite weak consumer electronics demand [2] - The company plans to focus on high-end packaging while seeking synergistic acquisitions with technical barriers and market expansion potential [2] - The company has over 50 production bases globally, achieving regional service coverage and international integration for strategic clients [3] - The company expects to reduce fixed asset investments in the future, improving asset utilization and return rates [3] - The company initiated 4 rounds of share buybacks from November 2018 to April 2023, totaling 1,913 million shares and approximately 536 million yuan [3] - The company's Q1 2023 performance was impacted by weak downstream consumer demand, but it maintains a leading industry position and strong customer relationships [3] - The company's environmental packaging business showed strong growth in Q1 2023, with new product development and expanded market share in Europe and the US [4] - The company's 2023 strategy focuses on cost leadership, differentiation, regional leadership, and project-based strategies, with emphasis on new customer acquisition, market expansion, and internationalization [4] Acquisitions and Investments - Renhe Intelligent is a leading soft product developer and manufacturer, while Huabaoli specializes in acoustic product development [2] - The company plans to seek synergistic assets for the next 3-5 years and long-term investment opportunities for the next decade or more [2] Environmental Initiatives - The company's environmental research institute has developed new eco-friendly packaging materials, including the first fully plant-based cat litter product [4] - The company has partnered with Modipak and Amcor to develop sustainable packaging solutions for fresh meat products [4] - The company has expanded its market share in Europe and the US, securing contracts with airline catering and supermarket chains [4]