Group 1: Company Overview and Market Position - The company has accumulated rich experience in cosmetic formulation and production processes since its collaboration with L'Oréal in 2013, which has opened good pathways for entering the cosmetics business [2]. - The main operational model for the cosmetics business is OEM for L'Oréal's masks, shampoos, and essences, while ODM is used for producing Johnson & Johnson's foot masks and Woolworths products [2]. Group 2: Product Development and Regulatory Progress - The company is currently in the process of applying for Class II medical device certifications for three products: cold compress patches, sprays, and mouthwash, with expectations to complete the application by the end of the month [3]. - After obtaining the certifications, the company plans to prototype and promote these products [3]. Group 3: Business Growth and Client Development - The mask business is experiencing stable growth due to L'Oréal's processing business and the development of new domestic clients, indicating an overall growth trend [3]. - The gross margin trend for wet wipes is relatively stable for international brand clients, while the gross margin for newly developed domestic clients is lower, leading to an overall declining trend in comprehensive gross margin [3]. - The company has developed several new clients this year, including Jialan Group, Dongfang Zhenxuan, and Asia Pacific Senbo, with a particular focus on wet toilet paper alongside masks and baby wet wipes [3].
洁雅股份(301108) - 2023年5月16日 投资者关系活动记录表