Monalisa(002918)2022-11-21 16:10Group 1: Production and Supply Chain Impact - The company plans to adjust production lines at its three bases in Foshan, Qingyuan, and Gao'an to compensate for the production shortfall from Guimeng due to power restrictions [2] - Guimeng's four planned production lines may face delays in construction and production due to the ongoing power restrictions, pending further assessment [2][3] - The company is actively communicating with local governments regarding power supply capabilities to ensure timely delivery of orders [2][3] Group 2: Pricing and Market Conditions - Despite rising prices of raw materials and energy, there has been no significant price increase for conventional ceramic products [2][3] - The company aims to reduce costs through product innovation, structural adjustments, and improved management efficiency [2] - The impact of power restrictions on production capacity and profitability is currently uncertain, with expectations of recovery once local power supply issues are resolved [3] Group 3: Regulatory and Risk Management - There is no clear timeline for the power restrictions in Guangxi, and the company will continue to engage with local authorities on this matter [2][3] - The company recognizes policy changes as a significant operational risk and is committed to cooperating with local government initiatives [3]