Wide letter material (300537) will release record sheet of investor concern activity on July 11, the company accepted 4 orgnaizations survey on July 10, 2023, orgnaization type is orgnaization of collect of illicit of other, stockjobber, sunshine. Main content introduces investor concern activity:
Ask: Excuse me company this year outstanding achievement circumstance how? Where does main increment send force dot to be in?
Answer: The company reachs short medium-term increment to basically come from new product market develop this year. The first it is smooth hot season board piece BC batteries (the back contacts batteries) glue of insulation of consumed bend over from last year the bottom has begun first half of the year to this year gradually to the limit of one's capacity, the adding that makes public information and company to obtain order according to the market fast look, predict 3 quarters integral hopeful more high speed to the limit of one's capacity grows; The 2nd it is coating board piece coating of car coating, functional film ability and imprint the new product such as iron coating will begin to achieve breakthrough of fast to the limit of one's capacity in 3 quarters, the company increases the focal point next accelerate coating of ability of film of car coating, function to reach imprint the market such as iron coating develops the work, hopeful makes company coating in future board piece new profit point of growth.
Ask: Coating of electron of glue of photoetching of PCB of company traditional business, consumption board piece circumstance how? Before paragraph is time electron industry fatigued and weak affect to relevant product how? How to develop next?
Answer: Business of rubber of traditional PCB photoetching is begun smooth, industry itself grows posture to glide somewhat, but pattern of competition of relatively stable, market compares market space sufficient, the fixed position that the company is in a company to PCB photoetching glue is tallish the steady growth that increases at the industry is politic, regard a company as the stable cornerstone of development. Because the year before last year of business of rubber of company PCB photoetching is produced can outspread add fast faster, epidemic situation suffers to seal again after accuse, wave motion of upriver raw material and gross profit of market level influence drop somewhat, and at present main cash reserve in a bank flows the construction of the base austral can preferential dragon, predicting meeting first strategical put delay to add fast, wait for this year put into production of the base austral dragon, company general is optimized according to relevant operation of industry trend and company, product structural adjustment, downstream market is developed, will pass the base austral dragon to center an advantage to reduce production operation cost, wait through abstaining colophony to reduce raw material cost with all possible means traditional business of act support company grows steadily, raise battalion to close further with gain level. Coating of traditional spending electron board piece, it is industry trend, important that development of high speed of market of electron of consumption of before this a few years of benefit from benefit froms, entrance replaces coating of structural member of consumptive electron exterior terminal application China after waiting for element high speed to grow for mobile phone growth, suffer again in recent years China for incident influence fall after a rise of this part business causes loss and plan promote trade praise, be in at present convalescence, china for item adverse effect is digested already basically. But industry boom spends consumptive electron to did not restore to come as before now ideal level, high speed of before predicting to come true hard inside short time a few years grows, lead meeting fall after a rise to develop a standard to a rational stability probably. The company shows level coating board piece at present management strategy is in coating of firm consumption electron while, increase strength to develop material of film of car coating, function coating and imprint the applied domain market such as iron coating. On integral strategy, company base oneself upon is original coating of electron of PCB photoetching glue, consumption expands flat shows glue of photoetching of photoetching glue, semiconductor, Guang Fucai coating of ability of film of coating of car of makings, new energy resources, function and imprint a variety of smooth solidify such as iron coating domain electron material, ability of research and development of ceaseless aggrandizement extends new applied field, the capability of new material solution is provided in technical innovation especially, devote oneself to to fall for client development the data of this synergism is comprehensive solution, in assure advocate steady progress adds business Wu fast on stable base, positive development extends new business domain point of growth. On increment market, according to plan of current research and development and market development circumstance predicts, in product application the domain basically breaks through the following respects mainly first next: It is photoetching glue board piece extend glue of photoetching of indication photoetching glue, semiconductor and material of form a complete set to wait for microelectronics material domain from PCB photoetching glue; 2 it is coating board piece from consumption electronic coating domain extends coating of ability of film of car coating, function to reach imprint the domain such as iron coating, at present the product develops the foundation and predicting second half of the year of market development situation begins to will achieve the rapid growth of new product; 3 it is Guang Fucai makings board piece the new material that the Guang Fuxin craft such as glue of sensitization of glue of insulation of development light bend over, smooth hot season needs uses a field, the adding that makes public information and company to obtain order according to the market fast look, glue of insulation of company smooth dog days predicts 3 quarters integral hopeful more high speed to the limit of one's capacity grows.
Ask: Introduce a company to be in please the progress circumstance of domain of smooth hot season?
Answer: The company devotes oneself to to be offerred for the client fall the data of this synergism is comprehensive solution, layout of look up sex is in before the new material such as glue of the glue of insulation of smooth hot season in course of new technology of domain of smooth hot season, sensitization of smooth hot season, and according to downstream user demand custom-built development is reached cooperate craft fast iteration, it is certain to be had in this domain send advantage and craft to accumulate a dominant position first. Glue of insulation of company smooth dog days basically applies in showing across carries osculatory batteries on the back to make insulation protection use. Current, product of glue of insulation of company smooth dog days already was in business of package of batteries of downstream head smooth hot season implementation is sold and as downstream client demand gradually to the limit of one's capacity, odd GW magnitude of value changes to be in probably millions yuan. Up to now accumulative total already amounted to ten million level, lunar sale already amounted to millions class, will become a company to take the lead in realizing breakthrough and the product that grow quickly in domain of smooth hot season this year. Glue of sensitization of company smooth dog days basically develops application in new technology of copper facing of Yu Guangfu report, plan of research and development is being advanced in order in, be in at present related to much home enterprise butt joint, in sending appearance and test the process. Eletroplate in copper technology progress respect, in Shanghai new international will read extensively on May 24 on central SNEC assembly room wide letter material (stock code: 300537) with sea source answer material (002529) (stock code: 002529) , core Chang tiny outfit (stock code: 688630) sign " efficient copper of low cost N batteries eletroplates agreement of cooperation of metallization technology strategy " the knot is strategic partner, research is based on N batteries development is efficient low cost is heterogeneous knot batteries copper eletroplates metallization technology, tripartite technology collaboration will be accelerated promote HJT cell development.
Ask: Does company copper eletroplate whether is sensitization of craft smooth hot season broken through somewhat? When can you have to the limit of one's capacity?
Answer: Copper eletroplates the technology produces one of metallization link replacement scheme as heterogeneous knot batteries, drop what can realize cost relatively and change the promotion of efficiency, included a graph to change technology among them, form bars line graph on film of attack by surprise namely, of line of bars of copper of implementation of working procedure of the line after facilitating eletroplate optionally, include film of attack by surprise, exposure, develop, copper facing to add thick, tin-plating, return gum, etch wait for working procedure. The new battery technology that craft of electric copper facing solves the need such as prospective HJT to use silver-colored starch in great quantities thoroughly through replacing silver-colored oar craft popularizes subproblem blocking neck, can reduce production cost considerably. The personage inside course of study thinks, metallization falls is current originally the urgentest task, copper eletroplates to overturn as what change completely without silver the gender falls this technology can have force solves the pain spot with high cost of silver-colored oar of heterogeneous knot batteries, accord with Guang Fufa to extend primary principle. Current report copper facing is in from 0 to 1 development phase, from see industrial trend increase ceaselessly with the relevant industry such as equipment downstream, hopeful of electric copper facing makes relatively certain technology way gradually. Calculate according to the pacing at the beginning of the market, copper eletroplates magnitude of value of odd GW of glue of sensitization of consumed bend over changes to be in 10 thousand yuan thousands of probably. Relevant progress is OK produce according to what announce downstream can plan and copper eletroplates related equipment manufacturer circumstance of equipment order for goods judges relevant node.
Ask: Of company future produce can you plan enough? Is the word of market to the limit of one's capacity produced can whether can you satisfy?
Answer: The company is had at present produce can make an appointment with 13 thousand tons / year, basically distributing to be mixed in Jiangsu river shade Hunan Changsha, the base austral Jiangxi dragon is built produce can 50 thousand tons / year, the product of new material of company of all kinds sensitization that includes to be added newly among them 38 thousand tons / year reach one of main raw material colophony 12 thousand tons / year. The company attributes trade of careful chemical industry, have remarkable distinction with traditional big chemical industry, the quantity of produce and sale of relevant product gets actually downstream person the impact of the industry such as electron of such as consumption, car is bigger, the platoon of the product is produced related the company is decision of development rate of the scene bearing according to downstream industry and company market on older rate. Base of the production austral company China already before ground of look up sex is right maneuverability yield a line and future develop a space to make obligate, if partial product sales volume expands,did not come, can be based on original infrastructure equipment to change through ability wait for means to undertake enlarge is produced yield a line to replace reaching. The company is intensifying building the base austral dragon to produce per year sensitization of 50 thousand tons of electrons material and construction of project of material of form a complete set, press a plan target of trial production of part of the implementation inside year, rely on concentration to produce an advantage to develop the market further. In produce can arrange on, plan after trial production condition is contented first production of resinous of raw material of to the limit of one's capacity, raw material of progressively implementation colophony produces self-confessed target oneself, have the demand according to downstream client be yielded reasonably can be mixinged production is arranged next. The company will be based on the base austral dragon, progressively conformity optimizes manufacturing base, hand-in-hand travel is purchased centrally, center of financial settle accounts optimizes financial management ability. In the meantime, as the put into production of the base austral later period dragon, intensive changes production to also be met promotional dimensions benefit, reduce manufacturing cost, raise a company to produce operation standard.
Ask: Does the company choose the account that main production regards as base south Jiangxi dragon?
Answer: The first, the company is original a lot of base are dispersive and be absent chemical garden area, father as environmental protection and hasten of the policy that bring watch, because the company answers policy and environmental protection trend plan ahead of schedule the successional, stability that “ chemical industry enters garden ” to be able to ensure company production effectively to manage and but durative. The 2nd, because historical reason company produces base existence is more, lesser, more dispersive wait for a problem, the company did not come in the base austral dragon centralized production, better play synergism, reduce the cost that run and produces because of much base and cost; The 3rd, distributing as a result of the main client of the company in Hua Na area, layout Long Na is OK client of press close to, fast answer client demand, managing carriage cost and communication cost. And a lot of downstream clients also are developing toward Jiangxi, later period will more the development that is helpful for business; The 4th, colophony is the raw material with the mainest advanced position of photoetching glue product such as glue of company PCB photoetching, raw material of advanced position of position of base of the production austral company China is special colophony is given priority to basically with for private use, future will promote the market of the company effectively competition ability, improve company profit ability, the management development that keeps long-term and dovish for the company offers safeguard;
Survey participates in orgnaization detail to be as follows:
| Share unit title | Participate in unit category | Share personnel full name |
|---|---|---|
| In golden company | Stockjobber | Yan Jia, Miao Yufei |
| Emerge shellfish asset | Orgnaization of sunshine illicit collect | Xu Mengjing |
| Rare tile asset | Other | Zhang Jizhou |
| Chinese ivy capital | Other | King treasure steel, Huo Yuchen, Xian Feng |