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【正文】 nology] ? [Opening of certain markets] ? [Cutting import tariff] 1. Rely on news run, industry sector reports, discussions in pany annual reports HK000I5D 8/19/2022 3 Industry Primer – [ ] Key Industry Trends ? [Certain product type popular] ? [Price cuts] ? [Intensifying petition] ? [Margin pression] ? [Coupled with financing – electronics for example] ? [Domestic consolidation] ? [Diversification of customer base] ? [Interprovincial expansion] ? [Declining import tariff] ? [Government39。s stance and position] ? [Funding – more private sector capital] ? [Shift in distribution channel] 1. Rely on news run, industry sector reports, discussions in pany annual reports HK000I5D 8/19/2022 4 Industry Primer – [ ] Key Drivers ? [Strong overall economic performance] ? [Infrastructure expansion] ? [Increasing consumer awareness] ? [Increase in construction work] ? [Increase in disposal ine] Tie back to the Industry Characteristics and Trends ____________________ Source: [ ] 051015201999A 2022A 2022A 2022A 2022A051015201999A 2022A 2022A 2022A 2022A051015201999A 2022A 2022A 2022A 2022A051015201999A 2022A 2022A 2022A 2022ADriver 1 Driver 2 Driver 3 Driver 4 Source: Industry reports, equity research on profiled panies HK000I5D 8/19/2022 5 Key Players and Market Share 70%60%50%40%30%20%10%5%10%20%30%40%50%60%0%10%20%30%40%50%
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