daoshijishu（300409.sz）2024nian6yue25rifabuxiaoxicheng，2024nian6yue24ridaoshijishujieshoujigoudiaoyan，dongshihuimishu：wunan；touzizheguanxizongjian：gaojianfengcanyujiedai，binghuidalediaoyanjigoutichudewenti。

调研主要内容：

一、公司介绍

guangdongdaoshijishugufenyouxiangongsi(yixiajiancheng“gongsi”)jujiaoxincailiaoyewu，shiyijiajuyouzizhuyanfahechuangxinnenglidegaoxinjishuqiye。

gongsiquanlituozhanxinnengyuansaidao，xingchengle“tancailiao+lidiancailiao+taocicailiao+zhanlveziyuan”sigeshiyebuheyigehaiwaishiyezhongxingongtongfazhandexingeju，zaibaochitaocicailiaoyewulingxiandiweidetongshi，lidiancailiaoyichengweigongsidehexinzhanlveyewu。

gongsitancailiaoyewuyunyingpingtaiweifoshanshigeruifenxinnengyuanyouxiangongsi(yixiajiancheng“geruifen”)，qixiashuzigongsibaokuoqingdaohaoxinxinnengyuankejiyouxiangongsi、jiangmenshihaoxinxinnengyuanyouxiangongsi、jiangmengeruifenxinnengyuancailiaoyouxiangongsi、ganzhouhaoxinxinnengyuanyouxiangongsihelanzhougeruifentancailiaoyouxiangongsi。geruifenyongyouhangaicuihuaji、tannamiguanfenti、gaochunfenti、daodianjiangliao、nmphuishoudengwanzhengdedaodianjigongyinglianheyanfatixi，chanpintixizhilianglingxian；2022nianshangbannian，gongsixinzenglanzhoujidi，muqianyijianchengnianchan2wandundeshimohuafujijiagongchanneng，guihualejishuxianjindeguijifujicailiaoyitihuayanfashengchantixi。muqian，gongsitancailiaochanpinzhuyaobaokuoshimoxidaodianjihetannamiguandaodianji，yijifujishimohuajiagong。gongsizaichanxiaoguimo、kehujiegou、chanpinyanfashilidengfangmianchuyuxingyediyitidui。2024nian，gongsilidiancailiaoyewuzhuyaoyouguangdongjiananengyuankejiyouxiangongsihejiangxijiananengyuankejiyouxiangongsikaizhanxiangguandeyanfa、shengchanhexiaoshou，zhuyaochanpinbaokuosanyuanqianqutiheguyan，shiguoneizhongyaodeguchanpingongyingshangzhiyi。youyukuangwuyuanliaozhonggutongbansheng，suoyiyinjitongyeshigongsidezhuyaochanpin。wuhujidinianchan3wandunsanyuanqianqutixiangmu，yijubeidailiaoshichantiaojian。gongsitaocicailiaoyewuweitaociyouliaohetaocimoshuideyanfa、shengchanjixiaoshou，chanpinzhuyaoyongyujianzhutaocixingye。

二、问答环节

wenti1：gongsigangguo（jin）tongyewuweilaizhanwang，shifouhaihuikuochan？

huifu：muqiangangguo（jin）jidizhengzaijinxingjishugaizaohemmterqixiangmukuojian，yujixinzengchannengjiangyu2024niannianneitoufang，houxujianggenjushichangqingkuangzhidingxiayibuchannengguihua。

wenti2：muqiangongsiyinjitongyewudexiaoshouqingkuangzenmeyang？

huifu：gongsiyinjitongyewuxiaoshouxianghao，muqianmanchanmanxiao。

wenti3：gongsimuqianqianqutichuhuozhong，gaoniezhanbiduoshao？

huifu：jiezhi2024nianyijidu，gongsisanyuanqianqutichanpinyigaonie8/9xiweizhu，zhanbiyue94%。

wenti4：gongsijinnianqianqutihaiwaikehudekuozhangqingkuangzenmeyang？

huifu：gongsihaiwaikehukaituoshunli，chanpinyanzhengfankuilianghao，jinnianyiyouxindehaiwaikehushixiangonghuo。

wenti5：guijifujidejinzhanruhe？

huifu：gongsiguiyangfujicailiaohexinxingqixiangfaguitanfujicailiaojunchuyusongyangpingce、shichangtuiguangjieduan，muqianyihuodebufenkehurenke。

wenti6：duibixingyeqitajingzhengduishou，gongsichanpinmaolidoubijiaodi，weilaishifouhuigaishan？

huifu：ciqianyouyukucunyuancailiaojiagejiaogao，yingxianggongsilirun，suizhegaojiakucunyuancailiaodexiaohao，yijizhengtiyuancailiaojiagedewending，weilaigongsideyinglinenglijiangyousuotisheng。

wenti7：4c、5cdengkuaichongdianchideyingyong，duigongsihuiyoucujindezuoyongma？

huifu：4c、5cdengkuaichongdianchideyingyong，youzhuyugongsigaodaixitannamiguanchanpinxiaoshoufangliang。

wenti8：danbiguanzaiguijifujideyingyongqianjing？

huifu：danbitannamiguan，tianjiazaiguifujizhong，keyizaiguifujitijidafupengzhang/shousuo（chongfangdian）guochengzhongbaochiguifujikelidedianzichuandaoxing，dailaigaorongliang、gaoshouxiaohezhangxunhuandeguitanfujicailiao。

bencidiaoyanhuodongqijian，gongsibucunzaitouluweigongkaizhongdaxinxideqingxing。