晶华新材(603683) - 晶华新材投资者关系活动记录表

Group 1: Business Overview - The industrial segment serves as the company's foundation, with applications in construction, automotive, and electronics, supported by a combination of distribution and direct sales models [2] - The company has established a strong brand effect and extensive channel coverage, enhancing customer service and product performance [2] - The company has a history of nearly 20 years in exporting products, with markets spanning over 60 countries and regions, including Southeast Asia, the Middle East, Europe, South America, and Africa [4] Group 2: Product Development and Market Demand - The company has made breakthroughs in the application of OCA adhesive films in foldable smartphones, with products being supplied to major domestic and international brands [3] - The demand for foldable smartphones is expected to rise, driven by new product launches from leading manufacturers [3] - The company is actively developing graphene thermal materials to meet increasing demands for heat dissipation in AI smartphones [4] Group 3: Production Capacity and Future Plans - The production capacity for OCA adhesive films is currently sufficient to meet operational needs, with ongoing projects in Anhui and Sichuan expected to enhance capacity [3][6] - The company aims to achieve revenue targets of no less than 1.6 billion, 1.9 billion, and 2.3 billion CNY for the years 2024, 2025, and 2026, respectively, with a net profit growth rate of no less than 25%, 65%, and 100% [7] - The company is focused on expanding its market presence and enhancing product development in the electronic adhesive materials sector, which is seen as a key growth area [5][6] Group 4: Market Trends and Customer Engagement - The company has received positive feedback regarding its product quality and control capabilities, contributing to customer satisfaction and loyalty [6] - The overall order demand is strong, with continuous growth in sales across industrial adhesive materials, new energy batteries, and consumer electronics [4][6] - The company is committed to maintaining stable product quality and supply chain reliability to support domestic brand development [5]