Aggregate science and technology advocate business Wu uses epoxy resin, electron to enclose the research and development that uses epoxy resin, coating, organic silicone and other and new-style composite material, production and sale for wind report lamina. Company product is applied extensively at acerbity accumulator of car of wind report lamina, new energy resources, maintenance-free lead, electron yuan parts of an apparatus, LED is enclosed, equipment of film capacitor, illumination luminaries, waterproof power source, mould, handicraft, project, exercise and car are small quantify wait for a domain, infiltration arrives since fiber, perfusion, insulation, protection, sealed, stick receive, moistureproof wait for action with adornment.

Ask ask the return according to 2 rounds, company outstanding achievement glided 2021, profit of net putting in a mother 's charge relatively dropped 2020 20.81% ; 2022, acceptor acceptor wants epidemic situation of switch of client blade profile, home many a little bit to send out wait for an influence, publisher still exists via battalion outstanding achievement glide trend, predicting battalion closes to drop compared to the same period 24.25% , put in a mother 's charge to buckle profit of the net after blame for 2, five million and seventy-seven thousand eight hundred yuan (already check and approve) , decrease compared to the same period 33.59% . About with intelligence of bright this world (601615) cooperative stability and outstanding achievement glide continuously risk. Ask ask the return according to 2 rounds, lamina of end wind report used the firm 2022 epoxy resin is in hand order 2, 562.51 tons (contain intelligence of bright this world 2, 155.51 tons) , relatively end dropped 2021 41.30% , at present frame contract still did not sign intelligence of bright this world 2023, and have no sheet of new revise and enlarge up to now. Need publisher explains income of reasonable cause, the corresponding period and order compare circumstance and outstanding achievement to glide whether is the trend turned round.

Be squashed further by the competitor about having sale risk. ① asks ask reply and public data according to 2 rounds, came 2019 in June 2022, publisher occupies Ming Yangzhi to be able to purchase portion to be respectively 24.46% , 27.16% , 38.90% , 32.06% , publisher says 1-6 month brought about sale portion to drop because of oneself capital pressure 2022. 2022 3, four quarters bring about publisher sales revenue to drop further because of switch of blade profile of intelligence of bright this world, 8-12 month publisher is right 2022 sales volume of intelligence of bright this world 2960.8 tons, month of 8-12 of Hui Baixin material is right sales volume of intelligence of bright this world 10455.3 tons, publisher portion continues to drop to 22.07% . Need publisher explains capital pressure brings about publisher to sell the specific reason that share drops further, whether does switch of blade profile of intelligence of bright this world affect publisher sales volume and rationality only, whether was existing sale portion already squashed by the competitor.

Ask ask reply and public data according to 2 rounds, hui Baixin material and publisher can offer goods scale to be in to Ming Yangzhi 3: 1 to 2: 1 between, wind report used publisher 2021 epoxy resin crop makes an appointment with 15 thousand tons, after collect projects project put into production, produce can predict to increase fifteen thousand two hundred tons; Sales volume of epoxy resin of wind report lamina restricted Hui Baixin ability 2021 45 thousand tons, collect casts a project to plan to add 30 thousand tons newly to produce can. Wind report lamina passes old development with epoxy resin industry, its product technology matures basically already. In addition, publisher period hind only new extend courtyard of the Bo on the client east stage, frame contract 1, 200 tons. Main competitor is producing the industry such as need publisher specification and Hui Baixin material canal of channel of investment of technology of craft, core, research and development, purchase and sale, cost accuses to wait for a respect compare a situation, whether does reasonable argumentation publisher have competitive advantage; Combine afore-mentioned circumstances to explain whether publisher is put in Ming Yangzhi to be able to supply portion to be gotten by large proportion of competitor of other of course of study of person of the same trade and the venture that the company cannot develop new client, whether to put in collect to project project new increase production can cannot effective digestive risk.

According to first-run reply asking ask, publisher came 2019 interest rate of 1-6 month wool was respectively 2022 21.66% , 21.75% , 13.05% , 11.00% , interest rate of wool of the corresponding period of Hui Baixin material is respectively 21.15% , 12.83% , 11.03% , 7.80% , publisher each period wool interest rate all Bai Xincai of prep above benefit. (2) the basis publishs data, benefit cypress is new after material period (publisher reports period to came 2019 in June 2022) interest rate of congener product wool drops to rise continuously because of raw material price.

Need publisher explains further: (1) publisher and Hui Baixin material, go up the product function of epoxy resin of lamina of main wind report inside the course of study such as abb new material is nonexistent notable difference, mechanical index comparatives basically, bai Xincai of benefit of prep above of price of the publisher inside report period, raw material purchases the price to bring about gross profit to lead taller rationality to reach under Hui Baixin material but durative. (2) 2022 1-6 month, discharge ring of main raw material oxygen colophony price drops continuously, but publisher wool interest rate drops compared to the same period whether bargain ability weak be caused by, do detailed and sufficient wool interest rate to drop to the risk announces and weigh big item to hint. (3) extent of price fall of the epoxy resin after combinative period and product price fall whether does extent specification publisher have raw material price to conduct ability, period hind level of wool interest rate and whether to agree with industry trend.