彤程新材料集团股份有限公司Red Avenue New Materials Group Co., Ltd.09607.HK
橡胶助剂需求于7-8月季节性下降
We have historically experienced, and expect to continue to experience, a decrease in demand during July and August due to routine summer maintenance activities undertaken by our tyre manufacturers clients.
Business · 第 131 页
To effectively manage these seasonal characteristics, we proactively engage with our clients to understand downstream demand changes, allowing us to prepare for production and inventory management well in advance.
Our financial performance is subject to seasonal patterns in the PRC automotive market, as we primarily supply our products and solutions to PRC OEM customers.
Financial Information · 第 204 页
As a result, we may generally experience higher shipment volumes and sales activity in the second half of the year, especially in the third and fourth quarters.
Financial Information · 第 204 页
These effects may be further amplified by the seasonal pattern of the PRC automotive industry, as OEMs typically increase production and procurement in the second half of the year and around year-end sales campaigns and stocking periods, which may increase shipment volume and utilization in certain periods while delaying cash collection into subsequent periods.