Group 1: Product Overview - The company has two main products: epoxy powder encapsulation material and epoxy molding compound, with the epoxy powder encapsulation material currently holding a high market share [2] - The market for epoxy powder encapsulation material is expected to grow due to increased demand from sectors like AI technology and electric vehicles, although specific growth figures are not yet available [3] Group 2: Market Trends and Financial Performance - In 2021, the company's revenue was over 130 million, but it saw a decline starting in the second half of 2022 due to decreased demand in the consumer electronics sector; recovery began in the first half of 2023 [4] - The development trend of epoxy powder encapsulation material is closely linked to the consumer electronics industry's performance [4] Group 3: Technical Barriers and Production Capacity - Technical barriers for epoxy molding compound include raw materials, formulas, and processes, with some special raw materials facing import restrictions [5] - The company plans to increase production capacity by 3,000 tons for epoxy powder encapsulation material and 2,000 tons for epoxy molding compound, with strategies in place to manage this capacity [7][8] Group 4: Customer Demand and Pricing Strategy - There is a demand for customized products, which typically have higher prices and profit margins; however, these often become standardized over time [9] - The pricing strategy is primarily based on negotiations with customers, with a trend of decreasing profit margins due to increased competition [9] Group 5: Future Development Directions - The company is focused on the construction of fundraising projects, aiming to enhance automation in processes and explore new techniques [10]
凯华材料(831526) - 投资者关系活动记录表